To present the PAR and related documents during the Peer Review.
Stakeholder Alignment, Handoff to Finance, Handoff to PMO.
Organize and prepare information for the scoping kickoff.
To finalize both documents based on feedback from the review meeting.
Scoping Kickoff Template, Example Content, Format.
Gather high-level requirements, Collect business use-cases/scenarios, Identify additional stakeholders, Gather additional scope details, Align on Business Objective, Complete the Vendor Management Form.
ARB Check-in (if needed) and Capacity Assessment.
To achieve ARB completion, signaling readiness for handoff to Project Managers (PfMs) for Estimation.
Ensure the Project Approval Request (PAR) is finalized and complete.
Hand off the finalized documents to the Finance team for further processing.
Technical Mapping and Dependency Identification.
Additional Stakeholders, Scope Template, Scope Details.
Demand Record Update, Go Decision, Pre-Read Materials, Confirmed Estimation Teams, High-Level Staff Augmentation Need, PAR Review Target.
Completed PAR, Sell Deck Shell Materials, SOW Labor Defined.
To be determined (TBD) based on specific Project Approval Request (PAR).
Full Scope, Initial Resource Capacity Assessment, Business and Technical Requirements, Security Assessment/VSA Completion, Stakeholder and ARB Alignment.
Draft scoping template, Actions.
Full Scope, Initial Resource Capacity Assessment, Business and Technical Requirements.
To define cadence, obtain SOW Labor, confirm estimation teams, and determine high-level staff augmentation need.
Documentation submission to CJ for capacity alignment, capacity alignment notification, and peer review scheduling.
Scoping Draft and Schedule Sessions.
To provide pre-read for stakeholders.
Identification of Estimation Team.
Full scope, process/functional/technical mapping, initial resource capacity assessment, business and technical requirements, security assessment/Vendor Security Assessment (VSA) completion.
Confirm and solidify the date for the Capacity Alignment Process (CAP) review.
Defined Estimated SLA, Plan for Completing Scoping Exercise, Identified Spendable Dollars for Scoping.
To host requirement gathering sessions with stakeholders (BAs) and document business and technical requirements.
Go/No-Go Decision.
Conduct a comprehensive scoping kickoff session with Portfolio Managers (PfMs) and Business Analysts (BAs).
Draft PAR Shell, SOW Labor, PAR Review Target, Confirmed Estimation Teams, High-Level Staff Augmentation Need, Inviting the World for Estimation.
To estimate the Service Level Agreement (SLA) for the scoping process and identify spendable dollars for scoping.
