UMass Boston

Workflow

Process

Responsible

Action

Deliverable

Phase

Request Initiation

Project Requester

Complete project request form

Initial Project Request

Requesting

Develop Requests

PMO

Review, Refine, Initial Score

Completed Project Requests 

Requesting

Annual Review

IT Leadership, PMO, Cabinet

Review|Approve|Defer Requests

Release Requests 

Requesting

Portfolio Planning

PMO

Project & Portfolio Planning

Draft Project Portfolio 

Requesting

Portfolio Review

IT Leadership, PMO, Cabinet

Review Project Portfolio 

Approved Project Portfolio

Requesting

Project Chartering

Project Teams

High Level Planning 

Draft Project Charters 

Initiating

Project Charter Approvals

Sponsors

Review Draft Project Charters

Approved Project Charters

Initiating

Project Planning

Project Teams

Detailed Planning

Draft Project Plans

Planning

Project Plan Approvals

PMO, Project Teams, Sponsors

Review Draft Project Plans

Approved Project Plans

Planning

Project Execution

Project Teams

Execute Approved Project Plans

Weekly Status Updates 

Executing

Project Oversight

PMO

Project Oversight

Project Sponsor Meetings          

Weekly Project Status Review

Executing

Project Completed

PMO, Project Managers

Project Closeout Readiness Review

Completed Project Plans

Executing

Project Closeout

PMO, Project Teams, Sponsors

Project Closeout Meetings

Project Closeout Reports

Closing

 
 
IT Project Management Office
Bayside Building, 5th Floor
 617.287.5274
 pmo@umb.edu