S No

Role Name

Responsibilities

# of Person(s) Filling Role

1

EPM lead

This person is responsible for defining policies, training, and procedures for standard use of the system and for maintaining data integrity.

?

2

Project Manager

These people are responsible for creating and maintaining the project plans and for tracking their status. Specify exactly what project managers will do, such as create the task list, assign placeholder (generic) resources to projects, get project approval, request resources for projects, and so on. Also, clearly define what the project managers will not do. For example, if the project managers won?t actually update the schedule, specify that and add a row for the person who will fill that role?and then define that role.

?

3

Resource Manager

List the resource managers (if used) who will be responsible for finding resources for projects. Specify whether they will actually open the project file and add the resources to projects, whether they will simply notify the project managers via e-mail of the resources to assign, whether they will actually assign resources to individual tasks, etc.

?

4

Team member

List or describe the people who will make up the project team, do the actual work on projects, and who will report status through Microsoft Office Project Web Access 2003 or another mechanism.

?

5

Senior Executive

List the executives who will receive reports about EPM projects, view project information, or otherwise use the information EPM provides about projects. Clearly define the role they play in the project lifecycle, such as approving projects at various stages.

?

6

Stakeholder

List or describe any external stakeholders who may need access to project information in some form. For instance, these people might be internal or external customers.

?

S No

Questions

Answer

1

How many users will there be of these types:

?

?

Project managers:

?

?

Team members

?

?

Resource managers

?

?

Senior Executives

?

?

Other

?

2

How many ongoing projects are there at any one time?

?

3

What is the average duration of a project?

?

4

What is the average size of a project? (tasks/project)

?

5

What is the largest project you expect to have?

?

6

If timesheet reporting will be used, how many people will use it?

?

7

Is? project management concepts training required?

?

8

What specific problems or issues do you have with your current project management software or tools?

?

9

Provide documentation or examples of current policies, procedures and standards for projects.

?

10

What is the timeframe for the system to go operational?

?

11

Is there a standard project-resource identification scheme defined?

?

12

Do projects have dedicated teams (rather than matrix-style teams)?

?

13

Is project scope broken into phases with individuals assigned to the phases?

?

14

Does a work breakdown structure (WBS) exist for each project?

?