Project Management Approach
	Design Guide
	Corporate Value Case Instructions
	Change Impact Assessment Tool
	Business Requirements Instructions
	ATO project Resource estimation Tool

	Project Management Approach
	Design Guide
	Corporate Project Management Plan Instructions
	Business Requirements Instructions
	Project Benefits Management Plan Instructions

	Project Management Approach
	Exception and Change Control Process

	Project Management Approach
	Corporate Project Closure Report Instructions

	Project Management Approach
	Post Implementation Review report instructions

	EPS
	Finance
	ICT

	EPS
	Finance
	ICT
	Enterprise Risk team
	Change Team
	Comms Team
	Benefit Manager
	Project board

	EPS
	Finance
	ICT
	Enterprise Risk team
	Change Team
	Comms Team
	Benefit Manager
	Project board

	PMO
	Project Manager
	Sponsor
	Project Team
	Governing body
	Project Board
	Executives

	EPS
	Finance
	ICT
	Enterprise Risk team
	Change Team
	Comms Team
	Benefit Manager
	Project board

	EPS
	Finance
	ICT
	Benefit Manager
	Project board

Project plan creation Set up project controls Establish project board (if required) Conduct risk assessment Approved benefits plan Project plan approval

Identify business need Capture Concept

Concept Shortlisting Develop Business Case Conduct High level Change Impact Assessment Bid prioritisation Approve Business Case

	Report project status
	Manage risks, issues & PCRs
	Finalise Change Management Plan
	Finalise release transition plan (if required)
	Analyse business readiness

	Report project status
	Manage risks, issues & PCRs
	Finalise Change Management Plan
	Finalise release transition plan (if required)
	Analyse business readiness

Complete project closure report Review lessons learnt Get project closure sign-off Schedule benefits review

Conduct post implementation review Measure and track benefits Report on benefits status

	Concept – Simple / Detailed
	Business Case – Simple / Detailed
	High Level Change Impact Assessment
	Gate 0 Checklist

	Project Plan – Simple / Detailed
	Risk Assessment
	High Level Business Requirements
	Project Board Terms of Reference
	Stage Plan(s)
	Product Breakdown Structure
	High Level Change Management Plan
	High Level Training Plan
	High Level Communication Plan
	Gate 1 Checklist

	Project Highlight Report
	Risk & Issues Register
	Change Request Register
	End Stage Report
	Project Schedule
	Security Plan
	Test Summary Report
	Transition Implementation Plan
	Business Readiness Checklist
	Gate 2 Checklist

	Project Status Report
	End Stage Report
	Benefit Profiles
	Risk Register
	Program Status Report

	Change Management Brief to BAU
	Change Management Brief to BAU
	Post Implementation Review Plan
	Project Closure Report
	Gate 3 Checklist

	Post Implementation Review Report
	Benefits Management Plan

Stakeholders to Consult at the Discovery & Opportunity Stage     PMCoE projectmanagememtcoe@ato.gov.au   - Receive input and assurance   EST ITPoWOffice@ato.gov.au   - Receive input on IT component   Experience Owners Reinventingtheato@ato.gov.au   - Receive input   Governance & New Measures (PAL) LegislativeGovernance@ato.gov.au   - Receive input on Legislative initiatives   People Change Management peoplechangemanagement@ato.gov.au   - Provide input and assurance   ATO Design atodesign@ato.gov.au   - Provide input and assurance

Stakeholders to Consult at the Value Case Stage     PMCoE projectmanagememtcoe@ato.gov.au   - Receive input and assurance   EST ITPoWOffice@ato.gov.au   - Receive input and assurance on IT component   Finance fsdcommunication@ato.gov.au   - Receive input and assurance on value case   Experience Owners Reinventingtheato@ato.gov.au   - Receive input   Corporate Measures/Owners ValueManagementSupport@ato.gov.au   - Receive input on Benefits   Business Owners N/A   - Receive assurance   Governance & New Measures (PAL) LegislativeGovernance@ato.gov.au   - Receive input on Legislative initiatives   Benefit Owners ValueManagementSupport@ato.gov.au   - Receive input on Benefits   Fraud prevention planning fraudpreventionplanning@ato.gov.au   - Provide input and assurance   People Change Management peoplechangemanagement@ato.gov.au   - Provide input and assurance   ATO Design atodesign@ato.gov.au   - Provide input and assurance

Stakeholders to Consult at the Delivery Planning Stage     PMCoE projectmanagememtcoe@ato.gov.au   - Receive input and assurance including benefits   EST ITPoWOffice@ato.gov.au   - Receive input   Finance fsdcommunication@ato.gov.au   - Receive input and assurance   Experience Owners Reinventingtheato@ato.gov.au   - Receive assurance   Corporate Measures/Owners ValueManagementSupport@ato.gov.au   - Receive assurance on Benefits   Comms/Marketing http://myato/Communications/Pages/default.aspx   - Receive input   Enterprise Release Readiness EnterpriseBusinessReadinessNetwork-Secretariat@ato.gov.au   - Provide input and assurance   BSL Transition managers Contact E-mail ID   - Provide input and assurance   Governance & New Measures (PAL) LegislativeGovernance@ato.gov.au   - Receive input on Legislative initiatives   People Change Management peoplechangemanagement@ato.gov.au   - Provide input and assurance   ATO Design atodesign@ato.gov.au   - Provide input and assurance

Stakeholders to Consult at the Delivery Stage     PMCoE projectmanagememtcoe@ato.gov.au   - Receive input and assurance   EST ITPoWOffice@ato.gov.au   - Receive input   Experience Owners Reinventingtheato@ato.gov.au   - Provide reports   Corporate Measures ValueManagementSupport@ato.gov.au   - Provide reports   Comms/Marketing http://myato/Communications/Pages/default.aspx   - What tasks they perform   Enterprise Release Readiness EnterpriseBusinessReadinessNetwork-Secretariat@ato.gov.au   - Provide input and assurance   Governance & New Measures (PAL) LegislativeGovernance@ato.gov.au   - Provide input and assurance   People Change Management peoplechangemanagement@ato.gov.au   - Provide input and assurance   ATO Design atodesign@ato.gov.au   - Provide input and assurance

Stakeholders to Consult at the Handover & Close Stage     PMCoE projectmanagememtcoe@ato.gov.au   - Receive input and assurance   EST ITPoWOffice@ato.gov.au   - Provide input and assurance   Experience Owners Reinventingtheato@ato.gov.au   - Provide Reports ; Receive assurance   Corporate Measures ValueManagementSupport@ato.gov.au   - Provide Reports ; Receive assurance   Business Owners N/A   - Provide Reports ; Receive assurance   Comms/Marketing http://myato/Communications/Pages/default.aspx   - What tasks they perform   Enterprise Release Readiness EnterpriseBusinessReadinessNetwork-Secretariat@ato.gov.au   - Provide input and assurance   People Change Management peoplechangemanagement@ato.gov.au   - Provide input and assurance

Stakeholders to Consult at the Value Realisation Stage     PMCoE projectmanagememtcoe@ato.gov.au   - Provide assistance and support   EST ITPoWOffice@ato.gov.au   - Provide assistance and support   Finance fsdcommunication@ato.gov.au   - Provide assistance and support   Experience Owners Reinventingtheato@ato.gov.au   - Provide assistance and support   Corporate Measures ValueManagementSupport@ato.gov.au   - Provide assistance and support   Value Management Office Contact Valuemanagementsupport@ato.gov.au   - Provide assistance and support

Corporate Project Proposal - PM COE, DCM   The Corporate Project Proposal is used for proposing and assessing changes that are likely to require corporate investment.     Not Applicable

Research Request   This is placeholder for description of whatever document. This is placeholder for description of whatever document.

Corporate Value Case plus attachments - PM COE, DCM   The Corporate Value Case captures the project's value proposition and is used to secure Executive endorsement of the proposed option   High level design   Design atodesign@ato.gov.au Change Impact Assessment   PM CoE projectmanagementcoe@ato.gov.au Outcomes Map   Value Management Office ValueManagementSupport@ato.gov.au IT Component Assessment if applicable   IT Program of Work Office ITPoWOffice@ato.gov.au Business Requirements   PM CoE projectmanagementcoe@ato.gov.au Resource Estimation   Enterprise Portfolio Office ATOEnterprisePortfolioManagementOffice@ato.gov.au ABCD Template   Design ATODesign@ato.gov.au

Governance Gate 1 Checklist - PM COE, DCM   Provides a summary of project performance during the Value Case Phase and is used to gain project governance body endorsement for the project to proceed.

Governance Gate 1 Report - PM COE, DCM   Provides a summary of project performance during the Value Case Phase and is used to gain project governance body endorsement for the project to proceed.

Corporate Project Management Plan - PM COE, DCM   The Corporate Project Management Plan is the road map used by the project team to deliver project deliverables [Links to attachments are included in the project management plan template]   Detailed Design Specs   Design atodesign@ato.gov.au Project Log Workbook   PM CoE projectmanagementcoe@ato.gov.au Feature Template if Agile   PM CoE projectmanagementcoe@ato.gov.au

Business Requirements - PM COE, DCM   The Business Requirements document is used to articulate the business requirements for a proposed business project.

Transition Plan - PM COE, DCM   The Corporate Project Transition Plan outlines the transition activities and areas responsible for ensuring a clear transition and acceptance by business

Benefits Management Plan - PM COE , DCM   The Benefits Management Plan details and plans the specific outcomes / benefits in terms of their type, metrics, accountabilities, monitoring actions etc.

Risk Management Plan - PM COE , DCM   The Risk Management Plan is used to identify, analyse and track project risks and to define actions to reduce the level of each risk to a manageable level of acceptance

Stakeholder Engagement and Communications Plan - PM COE, DCM   The Stakeholder engagement and Communications Plan provides all the necessary information to plan and manage engagment activities with key project stakeholders

Governance Gate 2 Checklist - PM COE, DCM   Provides a summary of project performance during the Delivery Planning Phase and is used to gain project governance body endorsement for the project to proceed.

Governance Gate 2 Report - PM COE, DCM   Provides a summary of project performance during the Delivery Planning Phase and is used to gain project governance body endorsement for the project to proceed.

Transition Plan - PM COE, DCM   Outlines the transition activities and the areas responsible for ensuring a clear transition and acceptance by business

Change Request Form - PM COE, DCM   The Change Request Form is used to formally request, approve and implement changes to project baselines

Exception Report - PM COE, DCM   The Exception report is used to inform the Project Governance body when a project baseline is forecast to be exceeded

User Testing - Plan - Design, DCM   This is an artefact produced by ATO Design that is provided to the Project Manager. Contact ATO Design for more information.

User Testing - Report - Design, DCM   This is an artefact produced by ATO Design that is provided to the Project Manager. Contact ATO Design for more information.

Experience Testing Report - Design, DCM   This is an artefact produced by ATO Design that is provided to the Project Manager. Contact ATO Design for more information.

Governance Gate 3 Checklist - PM COE, DCM   Provides a summary of project performance during the Delivery Phase and is used to gain project governance body endorsement for the project to proceed.

Governance Gate 3 Report - PM COE, DCM   Provides a summary of project performance during the Delivery Phase and is used to gain project governance body endorsement for the project to proceed.

Change Readiness Assessment -  People Change, DCM - peoplechangemanagement@ato.gov.au   Contact people change management team for assistance.

Acceptance record - PM COE, DCM   The Acceptance Record documents the formal handover and acceptance of project outputs by Business stakeholders whose requirements must be met by the project.

Governance Gate 4 Checklist - PM COE, DCM   Provides a summary of project performance during the Handover and Close Phase and is used to gain project governance body endorsement for the project to proceed.

Project closure report - PM COE, DCM   Once governance gate 4 is conducted and project closure is endorsed, a project closure report must be completed.

Corporate Project Closure Report - PM COE, DCM   The Corporate Project Closure Report is used to summarise project performance against the baseline in the Corporate Project Value Case and Corporate Project Plan

Post Implementation Review Report - PM COE, DCM   The Post Implementation Review Report is used to summarise overall project performance and review the value realised from the project

Design Evaluation Report - Design, DCM   This is placeholder for description of whatever document. This is placeholder for description of whatever document.

Streamlined Path (If directed)   Characteristics will determine whether or not the project/initiative will proceed down a streamlined path. A value case may not be required, or simplified version may be developed if advised in the Portfolio Work Order.

Identify The Identify phase is about project identification as part of the corporate planning cycle or in response to government policy directives or changing priorities and risks

Initiate The Initiate phase is ensuring sufficient business justification to invest organisational resources in a project; in order to secure Executive endorsement of the proposed option at Gate 1.

Execute & Deliver Execute & Deliver phase is about undertaking detailed planning for the project, considering risk, cost, time and benefits.

Execute The Execute phase is about delivering the project’s products/outputs and effectively managing transition to business-as-usual through the execution of the Corporate Project Management Plan.

Close The Close phase is about managing the formal handover of the project’s products/ outputs to Business and closing the project, ensuring that critical lessons learned are shared to support continual improvement.

Benefit Realisation The Benefit Realisation phase is about harvesting the benefits from change and evaluating project outcomes in terms of the original business intent and expected value.