See appendix G for more detailed guidance on the milestone review briefings and process.

Following the milestone decision briefing the project decision authority will sign a project decision memorandum that provides information pertaining to the meeting. The decision memorandum will be forwarded to the appropriate official. The memorandum will include the briefing date, background/discussion material, any required action items, and the CIO decision regarding the project. A status report and estimated completion dates for the required actions will be requested as noted in the memorandum.

See appendix G for a sample Milestone Decision Memo.

In-Process Reviews are briefings that are provided to the Enterprise Information Board (EIB) because a project is either experiencing problems or variances that are outside tolerance levels or because the time span between milestone reviews is too long to allow the EIB to conduct adequate, timely oversight and control on the project. In-Process Reviews are scheduled by OI&T’s IT Oversight and Review Services (005P3). See appendix G for more information.

Performance reviews are conducted monthly on all projects listed in the IPMC portfolio of projects. Using a template, the Project Manager provides to OI&T an assessment of project performance in each of the following areas: acquisition requirements, funding, staffing, schedule, budget and quality. OI&T summarizes the performance data and presents at the monthly performance review.

The performance review template is divided into three categories with a Project Manager completing the category appropriate to the project. The table below shows the categories and the project status or type for each category: