About this Project Management Workflow template
This template provides a clear roadmap for organizational projects. It uses a swimlane layout to define responsibilities across different departments. It helps teams track progress from the initial idea through financial approval and final implementation.
Board Member Responsibilities
The board member initiates the project lifecycle by developing the initial concept. They act as the primary visionaries who define the project's purpose. Once the project is active, they receive regular progress reports.
- Start process
- Create Concept
- Report progress to key stakeholders
PM Committee Governance
The Project Management Committee serves as the first gatekeeper in the workflow. They evaluate the initial concept to determine if it aligns with company goals. Their decision determines if the project moves forward or ends.
- Initial Approval Check
- Process Termination (if No)
- Feasibility Handover (if Yes)
Project Manager Tasks
The Project Manager handles the bulk of the planning and execution phases. They validate feasibility, manage risks, and oversee the daily operations. This role ensures that technical requirements and communication plans are strictly followed.
- Validate Feasibility
- Risk Assessment
- Design Project Charter
- Execution and Implementation
- Project Closure
Financial Director Oversight
The Financial Director focuses on the economic viability of the project. They review the proposed budget and project plan to ensure fiscal responsibility. This step is crucial for securing the necessary funding for execution.
- Budget Review
- Project Plan Approval
- Financial Approval Gate
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