The critical objective of the “monitor and control” phase is to monitor the quality of deliverables and control project constraints. As indicated in the phase graphic above, this phase happens concurrently and iteratively with the “execute” phase; activities from these two phases feed into one another in a mini-cycle within the larger migration process.

A migration team moving through the “monitor and control” phase will monitor ongoing project success, including creating project status reports and updating the project management plans and any project schedules. They will also capture ongoing project meeting agendas and notes to document what issues the project team is discussing as the project unfolds. The team will also adjust the direction of migration as needed based on the monitoring activities; they will create project change requests if a change is determined to be necessary, and they will also update business process and standard operating procedures (SOPs) on an ongoing basis. The team will also keep a risks, actions, issues, decisions (RAID) log to ensure that ongoing challenges and key priorities are captured.

How to navigate the “monitor and control” phase

Move through the tabs on this page to access the tools to work through this project phase. Start with the “primary tools” tab to access the critical project artifacts for this phase. You can then review the “supplementary tools” tab to see if any of the more specialized tools meet your needs. Last, check the “phase exit criteria” tab to ensure you’re ready to move to the next phase.

Reference the graphic above for a snapshot of the five phases of the project management lifecyle. For a more in-depth view of the framework and the associated steps of each phase, see the full framework below.