Conduct Triannual Project Review¶

(Activity) for Tier: Governance

PURPOSE¶

The Triannual Project Review provides a bidirectional opportunity for executives and project leaders to directly communicate about project performance examining personnel, resources, project planning, quality, and issues. This direct communication allows for an independent examination by both perspectives of progress, intent, and performance in a direct communication forum. The project reviews also create opportunities to collaborate between projects and business units as independent briefs are provided that illustrate local project considerations on common topics of concern.

PARTICIPATING ROLES¶

ACCOUNTABLE
- Chief Operations Officer
RESPONSIBLE
- Project Manager
- Project Lead

INPUTS¶

ISI Organizational Measurement Plan
ISI Strategic Plan
ISI Operations Plan
Triannual Project Review agenda and/or brief template as required

ENTRY CRITERIA¶

Todo

fill in “entry criteria” of Activity: Conduct Triannual Project Review. (delete this line when done.)

WHEN¶

Three times a year, once in each performance period or as additional scheduled.

SUB-ACTIVITIES¶

Prepare for Triannual Project Review
- Determine agenda.
- Determine the required and optional attendees.
- Send meeting invite.
- Distribute meeting preparation materials with current triannual project review template.
- Create meeting minutes record in shared OneNote.
Conduct Triannual Project Review
- Initiate Triannual Project Review.
- Brief project status information.
- Record actions and participants.
- Close meeting.

OUTPUTS¶

A specific agenda and/or brief template for the specifically scheduled Triannual Project Review
Project specific briefs or backup material stored in the requested format and located at the requested content storage
Triannual Project Review meeting minutes with action items tracked to closure for each grouping of projects as scheduled

EXIT CRITERIA¶

Todo

fill in “exit criteria” of Activity: Conduct Triannual Project Review. (delete this line when done.)