The Project Actions Matrix identifies the steps and approvals required for each project band—Platinum, Gold, Silver, or Bronze—to successfully move through the Project Governance Process. An “X” indicates that the step is required for that classification level.
Steps and approvals in Project Governance Process
Platinum and Gold
Silver
Bronze
Submit project to Smartsheet (initiates formal tracking of the project)
X
X
X
Complete Discovery section of OneIT Project Document
X
X
X
Pre-initiation brief to Executive Committee
X
CIO approval to initiate project (Confirms project alignment with institutional priorities)
X
Complete Technical Review (Ensures technical feasibility and compliance)
X
X
Complete remaining required sections of Project Document
X
X
Share project plan via prioritization to Executive Committee
X
X
X
CIO approval of prioritization and resourcing
X
X
Report status to Executive Committee per cadence below
X
X
Report closeout to Executive Committee
X
CIO approval to close project
X
For more details about the committees involved, visit the Governance Committees page.
Governance Reporting Cadence
Platinum: Monthly reporting to Executive Committee
Gold: Periodic reporting, typically milestone-based or quarterly
Silver: No standing cadence; governance engagement triggered by risk, dependency, or impact
Bronze: Report upon escalation only
Governance Committees
Learn what the executive and technical governance committees do and who's involved.