Glossary Terms | Description |
---|---|
Approved Opportunity | These are approved project opportunities that are used to categorise opportunities based on status, category and priority, which also allows for quick reference |
Approved Opportunity Checklist | A list of of all things that must be in place and complete before an approved opportunity project can progress to the next phase. |
Approved Opportunity Documents | Any and all documentation that supports the approval of the project opportunity. This can include signed or approved project charters, lists of departments impacted, stakeholder analysis, or budget approvals. |
Checklist Type | To which phase of the project the checklist is for (i.e New Opportunity, Start Kick Off, Approve Opportunity). |
Description | A brief description of the action or step required |
Kick Off (Full Kitting) | These are projects not yet ready to start because they are still being kicked off. This is used to categorise projects based on their readiness to begin execution and their stage of approval in the company. |
Kick Off (Full Kitting) Checklist | A list of of all things that must be in place and complete before a full-kitting project can progress to the next phase. |
Link | A reference link to support the action or step taken to be added in the checklist |
Opportunity | These are newly created project opportunities used to categorise project based on their Project Category and to allow for quick reference |
Opportunity Checklist | A list of of all things that must be in place and complete before an opportunity project can progress to the next phase. |
Opportunity Documents | Any documents or files that support the project or are needed to do a proper review while in the Opportunity phase. The files outline the justification of both cost as well as any benefits or opportunities for the project. These files could be completed project charters as well as any quotes, industry best practices, or articles that support the project |
Pipeline | It is a repository for the portfolio of opportunities that are potential projects for the Client. There is some basic information included in the Pipeline that allows some initial screening, prioritisation and review of what projects are in the pipe for initiation into delivery. |
Pipeline Checklists | A comprehensive list of important or relevant actions, or steps to be taken in a specific order for pipeline projects before it can progress to the next phase. |
Title | The name of the action or step required as part of the checklist |
4.7 Pipeline Checklists Glossary Print
Created by: Sheila Esmas
Modified on: Mon, 23 Nov, 2020 at 8:24 PM
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