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The DIR PPMO created PM Lite to help state and local entities succeed through consistent, standardized project execution. The training covers core processes and templates that guide portfolio review, initiation with a project charter, and planning where scope, schedule, and cost are finalized.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/pm-lite-20-process-training-v20-process-training/239525/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/pm-lite-20-process-training-v20-process-training/239525.png","ImageObject",442,249,{"name":88,"@type":89},"Emma Wilson","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-29","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":35},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"What is PM Lite (Project Management Lite) and what problem does it solve?","Question",{"text":108,"@type":109},"PM Lite is a project management process built from tools, templates, and best practices. It helps users deliver projects more efficiently and effectively with standardized, consistent execution.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What happens during the Portfolio Review (Pre-Initiation) phase?",{"text":113,"@type":109},"The Portfolio Review prioritizes, aligns, and evaluates project requests. After a business idea is submitted by the Project Sponsor, the Portfolio Review Board assigns it to a Project Manager based on prioritization and strategic alignment.",{"name":115,"@type":106,"acceptedAnswer":116},"What is the purpose of the Project Charter in the Initiation phase?",{"text":117,"@type":109},"The Project Charter officially authorizes the project, allocates resources, forms the project core team, and kicks off the project. 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PM Lite isan optional process. Using these tools and templates can help your organization achieve project consistency, standardization, and project success.  \nDIR PM Lite 2.0 Process Training | v2.0 2  \nPM LITE 2.0:  \nProcesses, Tools, and Templates  \n• PM Lite 2.0: Process Training  \n• Glossary  \n• Best Practices  \n| \u003Cbr>Templates |  |\n| --- | --- |\n| • Business Case*\u003Cbr>• Project Charter*\u003Cbr>• Project Management Plan\u003Cbr>• Requirements Document\u003Cbr>• Milestone Timeline\u003Cbr>• Project Register*\u003Cbr>• Project Schedule* | • Meeting Notes\u003Cbr>• Status Reports\u003Cbr>• Project Change Request\u003Cbr>• Lessons Learned*\u003Cbr>• Project Closure* |\n\n* Highly Recommended  \nDIR PM Lite 2.0 Process Training | v2.0 3  \nDIR PM Lite 2.0 Process Training | v2.0 4  \nPortfolio  \nReview ( Pre-Initiation)  \n\n| \u003Cbr>TEMPLATE |\n| --- |\n| \u003Cbr>Business Case |\n\nThe Portfolio Review is a DIR internal process for prioritizing, aligning, and evaluating project requests. When the business idea is submitted by the Project Sponsor the Portfolio Review Board reviews and assigns the project idea to a Project Manager based on prioritization and strategic alignment.  \nDIR PM Lite 2.0 Process Training | v2.0  \n5  \n• Business Case  \n| \u003Cbr>PURPOSE | The Business Case defines the business need along with the necessary information, from a business standpoint, to determine whether or not the project is worth the required investment. It demonstrates alignment to business and strategic objectivesand is used to prioritize the project among other project demands. |\n| --- | --- |\n| \u003Cbr>HOW TO USE | The Project Sponsor or Business Owner submits this template. This template will address the business issue and the expected business outcome as well as the key resources necessary for the project. It defines how the project will align to the goals of the agency and/or state. |\n| | Business Cases should be approved by division directors, aligned to business and strategic objectives, and prioritized among other business/project demands. |\n\nDIR PM Lite 2.0 Process Training | v2.0 6  \nINITIATION  \nThe Initiation Phase reviews the business idea and turns it into a formal  \nproject.  \n\n| TEMPLATES |\n| --- |\n| \u003Cbr>Project Charter |\n\nDIR PM Lite 2.0 Process Training | v2.0 7  \n• Project Charter  \nPURPOSE  \nThe Project Charter officially authorizes the project and allocates resources. The chartering process forms the project core team and officially kicks off the project.  \nHOW TO USE  \nThe Charter is where you will define a project scope, create an estimated timeline, and establish a project budget. Once this document has been completed and approved, the Initiation Phase closes and the project moves into the Planning Phase.  \nProject Charters should be developed cooperatively with the project core team and approved by the Project Sponsor, Business Owner, and resource owners.  \nDIR PM Lite 2.0 Process Training | v2.0 8  \nPLANNING  \nThe Planning Phase develops the approach and schedule for delivering the project. The triple constraint (Scope, Schedule, and Cost) is finalized in the Planning Phase. The project team is formalized and the communications plan and project deliverables are  \nidentified.  \n\n| TEMPLATES |\n| --- |\n| • Project Management Plan\u003Cbr>• Requirements Document\u003Cbr>• Project Sch","cbCaio22padEUCGg","https://ap.wps.com/l/cbCaio22padEUCGg","pdf",2943342,24,"English","# PM Lite 2.0: Processes, Tools, and Templates\n## Portfolio Review (Pre-Initiation)\n## Initiation\n## Planning","[{\"question\":\"What is PM Lite (Project Management Lite) and what problem does it solve?\",\"answer\":\"PM Lite is a project management process built from tools, templates, and best practices. It helps users deliver projects more efficiently and effectively with standardized, consistent execution.\"},{\"question\":\"What happens during the Portfolio Review (Pre-Initiation) phase?\",\"answer\":\"The Portfolio Review prioritizes, aligns, and evaluates project requests. After a business idea is submitted by the Project Sponsor, the Portfolio Review Board assigns it to a Project Manager based on prioritization and strategic alignment.\"},{\"question\":\"What is the purpose of the Project Charter in the Initiation phase?\",\"answer\":\"The Project Charter officially authorizes the project, allocates resources, forms the project core team, and kicks off the project. It also defines scope, a timeline estimate, and an initial budget before moving into Planning.\"},{\"question\":\"What key outputs are finalized in the Planning phase?\",\"answer\":\"The Planning phase finalizes the triple constraint: Scope, Schedule, and Cost. It also formalizes the project team and identifies the communications plan and project deliverables.\"}]","PM Lite 2.0 Process Training - v2.0 - Process Training | PDF",1789150038,8]