Intake Roles
Requester(s)
Role
Any Mason employee wishing to implement a change or add a new development in their business process containing a technical component to their solution.
... (READ MORE)
Intake Responsibilities
- Initiates the Request via a TDx Intake Ticket
- POC for the Request
- Collaborates with Business Analyst (BA) to complete Intake documents
- Approver of Intake documents
Deliverables
- Original TDx Intake Ticket
Goals
Collect accurate data required to make effective and efficient decisions.
Provide a detailed process appropriate for the role to ensure comprehension.
Technical Stakeholder
Role
Information Technology Services (ITS) roles who are likely to participate in the execution of that task or who will be affected by it. A stakeholder is an individual or group that a business analyst is likely to interact with directly or indirectly.
... (READ MORE)
Intake Responsibilities
- Provide recommendations, suggestions, and caveats, regarding the request
- Provide PCW assessment statements that pertain to stakeholders’ area of responsibility
- Determines risk and risk mitigation strategies, and executing risk response if a risk even occurs
- Provides Risk Assessment Statements
Deliverables
- Provides recommendations
- Provides assessments
Goals
Sponsor
Role
Executive level and above from the department/unit of the request
... (READ MORE)
Intake Responsibilities
- Provides overarching direction for the Request / Initiative
- Responsible for providing and or approving funding and resources when a Request is approved as a project
- Contributes contextual and technical details to Intake Process documents authored by BA and PxM (i.e.: PCW and Charter)
- Approver of Intake Process documents (i.e.: PCW and Charter)
- Resolves issues and/or questions regarding the request
- Responsible for the completion of the Request through the Intake process
- Supports the presentation of the Request at the Domain Council Meetings
Deliverables
- Provides recommendations
Goals
Provides resources and support for the project and help eliminate barriers and approves the final plan for the request to become a project.
Business Analyst (BA)
Role
Business analysts are responsible for discovering, synthesizing, and analyzing information from a variety of sources within an enterprise, including tools, processes, documentation, and stakeholders. The BA is team on the Information Technology Business Analyst (ITBA) team of the Enterprise Strategic Governance (ESG) department.
... (READ MORE)
Intake Responsibilities
- Drives, manages, and coordinates the Requests through the Intake processes
- Collaborates with Requestor and stakeholders to create Intake documentation
- Develops positive business relationships with customers/stakeholdersLiaison between technical and non-technical areas
- Captures business requirements
- Researches technical business solutions
- Provides Recommendations for Intake Path
- Supports the ASRB
Deliverables
- Executive Summary (when requested)
- Creates the PCW
- Works with Requestor for the Scoring section of the PCW
- Additional analysis Documentation as needed
- Provides recommendations
- Signature on the PCW
- Creates DC1 and DC2 one-pagers
Goals
To perform analysis of request needs and solutions, understanding enterprise problems, and facilitating stakeholder collaboration.
Governance Administrator
Role
Manages and supports ITS Programs and provides strategic alignment for requests and organizational projects.
... (READ MORE)
Intake Responsibilities
- Coordinates, manages, and executes the DC1 and DC2 process
- For the DC1 and DC2: creates meeting agendas, meeting minutes and sends out decision notices
- Accepts and stores DC1 and DC2 meeting documentation
- Provides governance and support for Intake requests
Deliverables
Supports the Domain Council in coordinating efforts, managing planning and execution processes, and supplying essential details such as meeting minutes and important updates, all aimed at achieving strategic alignment and efficient handling of requests for organizational projects.
Goals
NEED
Project Manager (PM)
Role
The main person accountable for the project's success will lead the project coordination activities.
... (READ MORE)
Intake Responsibilities
Creates the Charter and contributes DC2 One pager information that will be needed for the request to be “approved” as an actual PPMO project by the ITS Domain Council 2
Once (and if) a request has been “approved” as a PPMO project, the PM manages the project through the project lifecycle
Deliverables
- Charter
- Contributes info to DC2 One Pager
Goals
Work plan, resource allocation, risk management, scope change control, milestone monitoring, and communication of the project status to all stakeholders.
Business Liaison
Role
Senior Leadership of the Department making the request and/or unit Point of Contact facilitating the request
... (READ MORE)
Intake Responsibilities
- Contributes business context
- Contributes to direction and decisions
- Helps provide communication between GMU departments
- Provides context and/or insight about the request
Deliverables
- Provides recommendations
- Signature on the Proposal Collaboration Worksheet (PCW)
Goals
Business liaison is to create business relationships to achieve results from facilitation, establish partnership, and managing conflicts that benefits GMU.