Project: [CLIENT_NAME] Power BI Dashboard Version: 1.0
Last Updated: [DATE]
R = Responsible (does the work)A = Accountable (final decision maker, only one per row)C = Consulted (provides input before decision)I = Informed (notified after decision/completion)
Abbreviation
Role
Name
Hours
PM
Project Manager
[Name]
80
DE
Data Engineer
[Name]
80
PBI
Power BI Lead
[Name]
180
UX
UX Designer
[Name]
30
QA
QA Analyst
[Name]
20
BO
Business Owner
[Name]
-
TL
Technical Lead (Client)
[Name]
-
Phase 1: Discovery & Data Engineering
Deliverable
PM
DE
PBI
UX
QA
BO
TL
Project kickoff meeting
R/A
I
I
I
I
C
C
Project charter
R/A
C
C
I
I
A
C
Requirements document
R
C
C
I
I
A
C
Requirements sign-off
R
I
I
I
I
A
C
Data source inventory
I
R/A
C
I
I
C
C
Data profiling report
I
R/A
C
I
I
I
C
Data quality assessment
I
R/A
C
I
I
I
C
Data model schema (ERD)
C
R/A
C
I
I
I
C
ETL/Dataflow design
I
R/A
C
I
I
I
C
ETL/Dataflow implementation
I
R/A
C
I
I
I
I
Data dictionary
C
R/A
C
I
I
I
C
Phase 2: Design & Development
Deliverable
PM
DE
PBI
UX
QA
BO
TL
Dashboard wireframes
C
I
C
R/A
I
C
I
Visual design standards
I
I
C
R/A
I
C
I
Wireframe approval
R
I
C
C
I
A
I
Power BI data model
I
C
R/A
I
I
I
C
DAX measures - core
I
C
R/A
I
I
I
I
DAX measures - documentation
I
C
R/A
I
I
I
I
View 1 development
I
C
R/A
C
I
I
I
View 2 development
I
C
R/A
C
I
I
I
View 3 development
I
C
R/A
C
I
I
I
Visual formatting/polish
I
I
R
A
I
C
I
Initial dashboard review
R
I
C
C
I
A
C
Data refresh configuration
I
R
A
I
I
I
C
DE knowledge transfer
R
R
A
I
I
I
I
Phase 3: Refinement & Testing
Deliverable
PM
DE
PBI
UX
QA
BO
TL
Stakeholder feedback incorporation
R
I
A
C
I
C
I
Performance optimization
I
C
R/A
I
I
I
C
Row-level security implementation
I
C
R/A
I
I
I
C
RLS testing/validation
I
I
C
I
R
I
A
Test case development
R
I
C
I
A
C
I
Functional testing
I
I
C
I
R/A
I
I
Data validation testing
I
C
C
I
R/A
I
C
Defect logging
I
I
C
I
R/A
I
I
Defect triage
R/A
I
C
I
C
C
I
Defect resolution
I
C
R/A
I
C
I
I
Phase 4: UAT & Deployment
Deliverable
PM
DE
PBI
UX
QA
BO
TL
UAT plan
R/A
I
C
I
C
C
I
UAT test cases
R
I
C
I
A
C
I
UAT facilitation
R
I
C
I
A
C
I
UAT defect resolution
I
I
R/A
I
C
C
I
UAT sign-off
R
I
I
I
I
A
C
Deployment runbook
R/A
C
C
I
I
I
C
Access matrix
R/A
I
C
I
I
C
C
Production deployment
R/A
I
C
I
I
I
C
User training
R/A
I
C
I
I
C
I
User guide
R
I
A
C
I
C
I
Project documentation
R/A
C
C
I
I
I
I
Lessons learned
R/A
C
C
C
C
C
C
Project closeout
R/A
I
I
I
I
A
I
Activity
PM
DE
PBI
UX
QA
BO
TL
Weekly status reports
R/A
C
C
I
I
I
I
Status meetings
R/A
C
C
C
C
C
C
Risk management
R/A
C
C
I
I
C
C
Change control
R/A
C
C
I
I
A
C
Budget tracking
R/A
I
I
I
I
I
I
Timeline management
R/A
C
C
C
C
I
I
Stakeholder communication
R/A
I
C
I
I
C
C
Issue escalation
R/A
C
C
I
I
A
C
Decision Type
Approver(s)
Requirements changes
Business Owner
Technical design changes
Technical Lead + Power BI Lead
Timeline changes
PM + Business Owner
Budget changes
Business Owner
Resource changes
PM
Go/No-go for deployment
Business Owner + Technical Lead
Version
Date
Author
Changes
1.0
[DATE]
[Name]
Initial version