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
Purpose
Platinum and Gold
Silver
Bronze
Submit project to Smartsheet (initiates formal tracking of the project)
Inventory Project
X
X
X
Complete Discovery section of OneIT Project Document and Governance Slide Deck
Initial scoping (what, why, how, and rough timeframe)
X
X
Pre-initiation brief to Executive Committee to your Organization Leadership Team
Org input and alignment
X
Organizational approval to initiate project with CIO approval for ITS
Org decision making
X
Complete Technical Review at OneIT Tech Committee (Ensures technical feasibility and compliance)
Technical architecture review
X
X
Brief OneIT Executive Committee
OneIT input
X
Complete Project Plan section of OneIT Document
Detailed scoping: timeline, scope, deliverables, resourcing, etc.
X
X
Project Plan brief to your Organizational Leadership Team
Org input and alignment
X
Organizational approval to implement project with CIO approval for ITS departments
Org decision making
X
X
Brief OneIT Executive Committee on Project Plan section
OneIT input
X
Report Closeout to Organizational Leadership and Executive Committee
Confirm deliverables met; capture lessons learned
X
CIO approval to close project
Org decision making
X
Mark project closed in Smartsheet
Keep project inventory accurate
X
X
X
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.