1. Description of Revision
[Project Name] Organizational Chart,
Roles and Responsibilities
Document Overview
Prepared By:
Author’s Name
Prepared For:
Department Name
Date Created:
Month, Day, Year
Last Updated:
RASCI Alignment
(R)esponsible
(A)uthority
(S)upport:
(C)onsult:
(I)nform:
Revision Log
Date
Initial / Name
Description of Revision
9/17/2018

2. [Project Name] Organizational Chart
PROJECT SPONSOR(S)
Name 1 / Dept 1 Name 2/ Dept
PROJECT STEERING TEAM
Name 1 / Dept Name 2 / Dept
Name 3 / Dept Name 4 / Dept
PROJECT MANAGEMENT
Project Manager – ITS Project Manager - Business Lead
Project Manager – Vendor(s) Project Manager - Other
Technical Lead(s)
Developer, Architecture, Security, Interfaces/ Middleware, DBA, Sys Admin, Sys Analyst, etc.
Data Analyst
Functional Lead
Business Systems Analyst, Functional Subject Matter Expert (SME)
Reporting analyst
Testing Lead /
Quality Assurance
Tester,
Quality Analyst
IT Production Support
Help Desk / Application support, Data Center / Infrastructure
Trainers,
Deployment Lead,
Change Control
9/17/2018

3. Project Roles & Responsibilities: definitions
Function/Area
Roles & Responsibilities
Project Sponsor
1) On-going champion of the project
2) First-line to project team for issue escalation and risk mitigation
3) First-line for significant budget impacts to the project
4) Reinforcement/compliance of overall project objectives
5) Participation in monthly Executive Committee Update meeting
Project Steering Team
1) Project Leadership 2) Champion project priorities and objectives 3) Serve as the main interface to the Executive Team 4) Review progress and performance against timeline 5) Identify and obtain resources, as needed
Project Management
1) Develop and manage project plan, budgets and project scope
2) Assign tasks to other personnel
3) Monitor staff and project progress
4) Communicate project status to team and executive steering committee
5) Manage risk and raise issues according to escalation plan
6) Facilitate accurate and timely issue resolution
7) Work closely with vendor PM on deliverable tracking
8) Understand overall internal & external functional design of solution
9) Manage resources and initiate change order process.
10) Recommend application implementation approach
11) Assume overall responsibility for the successful conclusion of the project, and the quality and reliability of the system.
12) Enforce the methodology and key deliverable completion
13) Perform an audit of all deliverables as part of entry/exit criteria for each phase.
14) Reviews project invoices, where appropriate
9/17/2018

4. Project Roles & Responsibilities: definitions
Function/Area
Roles & Responsibilities
Technical Lead
1) Participate in development and testing of E2E scenarios.
2) Understand function and business rules of each interface
3) Create and update technical specifications and design documents for all interfaces, conversion and if necessary, system extensions
4) Create test cases as needed for unit testing of interfaces
5) Design, Code, and Test modifications to systems as needed
6) Design, document, and code, key components of interfaces
7) Work closely w/functional users and vendor SME’s to understand key system parameters and data requirements
8) Manage technical deliverables and resources in accordance with quality standards/plan for all development team members
9) Responsible for leadership and direction towards the design, build, testing, cutover and support of the technical infrastructure and development objects
Developer/System Analyst
1) Supports the technical design, development and testing for designated technical objects
2) Provide knowledge of [Company] systems and technical environment as required
3) Responsible for the design of interface and data conversion requirements
4) Performs and documents legacy analysis as required
5) Works closely with the functional process teams and Development Lead to enable an integrated solution. Assists in the development of technical interfaces and conversion programs
6) Develop technical specifications documents and conducts testing
Application Architecture
1) Responsible for defining technical architecture
2) Assist in global design of technical solution.
9/17/2018

5. Project Roles & Responsibilities: definitions
Function/Area
Roles & Responsibilities
System Administrator
1) Work closely with vendor technical to install, patch, and maintain system during and post implementation
2) Monitor system performance
3) Manage instances and work with project leadership to understand timing and requirements of key dates
4) Communicate system downtimes and patching activity.
Data Analyst
1) Define data requirements and mapping requirements
2) Overall management of the data conversion effort from legacy to Famis
3) Assist in documenting data design
4) Test conversion programs
5) Analyze and cleanse data files
Functional Lead
1) Single point of contact for the functional/business process design. Must have a thorough understanding of the business requirements & rules
2) Review and lead of design.
3) Assist project team with solution mapping and business process development.
4) Learn "Solution" functionality and become familiar with overall navigation and use of systems.
5) Provide functional post-production support.
6) Provide assistance for the functional specifications documentation process
7) Provide support and direction for design and System Testing.
8) Support Requirements, Design and User acceptance Test of solution.
9) Provide business area expertise to drive the potential minimization of custom modifications.
10) Serves as key change agent within the business to communicate the new business design
11) Help raise and resolve issues compiled during conceptual and detail design session.
9/17/2018

6. Project Roles & Responsibilities: definitions
Function/Area
Roles & Responsibilities
Business Analyst
1) Work closely with functional team to understand key application decisions
2) Participate in functional requirement and design sessions, help raise and resolve issues.
3) Assist consulting team with creation and update of application configuration guides.
4) Make recommendations and assist vendor team with solution design
5) Partner with business and consulting leads to minimize custom extensions, ensuring that new or modified functionality will only be defined where a change is mandatory to support business operations.
6) Understand key configuration parameters and if necessary any extensions required.
7) Provide first line of post production support for the applications.
8) Facilitate and assist testing and training tasks.
9) Lead and enforce methodology deliverables as it relates to the functional design
Functional SME
1) Provide business process expertise and detailed knowledge of the "Solution" system usage and functionality
2) Participates in detailed functional design sessions with vendor SME’s.
3) Validate solution designs
4) Assist in system acceptance and end-user training.
5) Ensure functionality operates successfully in applications.
6) Learn "Solution" functionality and become familiar with overall navigation and use of systems.
7) User Acceptance Test business processes and related "Solution" screens/functionality.
8) Understand & evaluate standard reports related to solution implemented
9) Assists in project design and functional specification documentation
9/17/2018

7. Project Roles & Responsibilities: definitions
Function/Area
Roles & Responsibilities
QA & Test Lead
1) Support overall QA effort during testing.
2) Work closely with project manager on process.
3) Work closely with project management on communication plan, training plan, and change management.
4) Meet with project team to validate progress and identify problems and issues
5) Define entry/exit criteria
6) Perform an audit of all deliverables as part of entry/exit criteria for each phase.
7) Manage the migration of code out of development into QA and production environments.
8) “Accept” all releases of code from vendor
9) Facilitate change management process.
11) Ensure change control compliance.
12) Define testing guidelines for internal employees vs. vendors
13) Ensure sign off of testing
Tester
2) Develop E2E scenarios and test scripts for overall system testing
3) Conduct full testing on the system (string, integration, user, regression)
4) Verify testing results
5) Review + Sign Off on testing
Production Support
1) First line of support for users post delivery
2) Resolve application/technical issues that arise after delivery
3) Assist in the tracking metrics
4) Attend production support calls/meetings
9/17/2018

8. Project Roles & Responsibilities: definitions
Function/Area
Roles & Responsibilities
Help Desk
1) Get the necessary support structure in place to support the new solutions through the help desk.
Trainers
1) Responsible for the logistics and coordination of materials, rooms, equipment, etc. for project team and end user training.
2) Responsible for project team training
3) Manage end-user training roll-out, train-the-trainer process, and post-go-live training updates
4) Training material QA
Training and Deployment Lead
1) Establish end-user instructional design
2) Establish end-user training curriculum
3) Manage end-user training development process
4)Training material QA
5) Manage the logistics of application deployment
6) Track post delivery metrics
9/17/2018

9. SIGNOFF PAGE for [Project Name] ORG CHART, ROLES & RESPONSIBILITIES
This Organizational Chart, including the defined Roles and Responsibliities, has been reviewed and found to be consistent with the specifications and/or documented project requirements. The signatures below confirm acceptance of this document by the appropriate signing authorities.
NAME: _________________________________________________________
TITLE: _____________________________________________
ORGANIZATION: _________________________________________________
DATE: _____________________________________________
SIGNATURE: __________________________________________________________________________
9/17/2018