The 2018 TAC 216 Companion Guide Now Available!
The 2018 version of the TAC 216 Companion Guide and new templates are available for download.
TAC 216 Companion Guide Overview
The A&M System has developed a TAC 216 Companion Guide to define a project, provide a method for classifying projects based on their complexity and risk, and outline minimum requirements for completing projects based on their classification level. The Companion Guide also outlines TAC 216 requirements for project governance, assessment and reporting.
Members may use any IT project management methodology and templates. The Companion Guide has been tested with both agile and waterfall development approaches.
Members are welcome to develop their own approach to compliance with TAC 216, addressing the policy, requirements and standards of TAC 216, or they are welcome to use the TAC 216 Companion Guide.
TAC 216 Companion Guide
The TAC 216 Companion Guide (pdf) organizes these knowledge areas across four project management process groups:
Best Practice Elements Beginning Calendar Year 2018
Because every member has a different level of project management skills and capabilities, some members are compliant with TAC 216 today and other members will need to work toward compliance over the next few years as they develop their project management skills. For 2018, add the following Companion Guide elements to those you began using in 2016 as you continue to develop project management skills at your institution or agency and work towards compliance with TAC 216:
- Use a Project Request (docx) (UPDATED) to describe the project and request approval to develop a Business case or a Project Charter.
- See an Example Project Request (docx).
- Develop a Business Case (docx) (UPDATED) Develop a Business Case to document a project’s benefits and let decision makers review and decide if the project should be approved to go forward or rejected.
- Use a Project Plan (docx) (UPDATED) to document key information about the project, including the scope, schedule, budget, stakeholders, resources and communication plans, and the project’s approach to managing risk, quality and changes. The Project Planning template also documents how the result project will transition to IT operations when it finishes.
- Use the Project Portfolio Tracker (xlsx) (NEW) to let IT management track how projects are meeting organizational strategic goals.
Best Practice Elements Beginning Calendar Year 2016
- Use the 2018 Complexity Assessment (xlsx) (NEW) or the 2016 Complexity Assessment (xlsx) to determine if the information resources effort is a project and if it is a project, classify it as a Level 1, Level 2, Level 3 or Level 4 project. Two templates are available.
- Develop a Project Charter (docx) for all project levels (using either the member’s template or the Companion Guide template).
- See an Example Project Charter (docx).
- Develop and maintain a Risk Register (xlsx) for all project levels (using either the member’s template or the Companion Guide template).
- See an Example Risk Register (xlsx).
- Develop Lessons Learned (docx) for all project levels (using either the member’s template or the Companion Guide template).
- See an Example Lessons Learned (docx).
- For smaller projects, the Level 1 Project template (docx) (UPDATED) brings elements of the Project Charter, the Risk Register and Lessons Learned into one concise document.
- See an Example Level 1 Project (docx).
Project Management Glossary
A Glossary of Project Management Acronyms and Terms (pdf) is available. This glossary is available for TAMUS use, licensed from the Project Management Institute and the copyrighted title, A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Fifth Edition.
Additional Templates Available
Additional templates are available for use:
- Monitor day-to-day project activities with the Executing, Monitoring and Controlling Document (docx).
- Track issues, changes, risks and lessons learned with the Project Log (xlsx).
- Document a change to the project and the impact it will have with a Project Change Request (docx).
- Using a Post Project Survey (docx) will help you gather feedback from project participants and stakeholders.
- Document the final outcomes of the project with a Project Closure (docx) template.
- Keep track of all the process group procedures and documentation using the TAC 216 Checklist (xlsx).
If you have questions about the TAC 216 Companion Guide, please contact your institution or agency CIO.