[Project or Product Name]
Project Management Plan
Author: Date: Version:
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Executive Summary
A high level description of the project identifying the business drivers, project sponsor, success criteria, business expectations and benefits. This information should be extracted from the Project Agreement/Charter/Contract. The language and terminology should reflect the intended audience for this section. Write this section for non-technical, senior executives who will be more interested in the strategic relevance of this project rather than the execution details.
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Table of Contents
Executive Summary .......................................................................................... 2 1. Document Control...................................................................................... 5 Document Set & Identification .............................................................. 5 Distribution List .................................................................................. 5 Document References .......................................................................... 5 Document History & Configuration Control ............................................. 5 Document Authorization ...................................................................... 6 Purpose of this Document .................................................................... 7 Target Audience.................................................................................. 7 Stakeholders ...................................................................................... 7 Roles & Responsibilities ....................................................................... 8 Technical Approach ............................................................................. 8 Enterprise Environmental Factors .......................................................... 8 Project/Product Dependencies .............................................................. 8 Assumptions....................................................................................... 8 Constraints (Standards, Policies, Guidelines & Frameworks) ..................... 8 Project/Product Geographical Elements .................................................. 8 1.1. 1.2. 1.3. 1.4. 1.5. 2. 2.1. 2.2. 3. 3.1. 3.2. 3.3. 3.4. 3.5. 3.6. 3.7. 3.8. 4. 5.
Introduction .............................................................................................. 7
Project Context and Related Work ............................................................... 7
Risk Management Plan ............................................................................... 9 Scope Management Plan............................................................................. 9 Project Scope Statement...................................................................... 9 Scope Verification ............................................................................... 9 Work Package Breakdown (WBS Dictionary) ........................................... 9 Key Deliverables ............................................................................... 10
5.1. 5.2. 6. 7. 8. 9. 6.1. 7.1.
Work Breakdown Structure (WBS) ............................................................... 9 Schedule & Milestones .............................................................................. 10 Risk Management Plan ............................................................................. 10 Quality & Performance Management Plan.................................................... 11 Preventive Action Policy ..................................................................... 11 Corrective Action Process ................................................................... 11 Change Management Process .......................................................... 11
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9.1. 9.2. 10.1.
10. Change Management Plan......................................................................... 11
10.2. 10.3. 11.1. 11.2. 11.3. 12.1.
Configuration Management Procedure .............................................. 11 Process Improvement Plan.............................................................. 11 Budget Management Plan ............................................................... 11 Staff Management Plan .................................................................. 11 Work Authorization ........................................................................ 11 Reporting ..................................................................................... 11
11. Resource Management Plan ...................................................................... 11
12. Communications Plan ............................................................................... 11
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1. Document Control
1.1. Document Set & Identification
1.2. Distribution List
Name Role Project Sponsor Project Team Project Stakeholders PMO
1.3. Document References
Version Date Title or Description Project Statement of Work Project Agreement/Charter/Contract
1.4. Document History & Configuration Control
Note to document section editors and contributors (README) When making contributions and changes to this document, be sure to perform the following: 1. Make an entry in the Document History table below and increment the doc version number change. 2. Update the page footer “Doc Version:” to reflect the doc version number increment. 3. Don’t overwrite previous documents. File “Save As” and change the file name to reflect the doc version number increment. Version Date Description or Comment Editor
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1.5. Document Authorization
Prepared by: Approved by:
[Contractor Project Manager] Date:
[Buyer/Customer Project Sponsor] Date:
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2. Introduction
2.1. Purpose of this Document
This document (template) is a framework to guide the development of necessary project plans. The template can be populated directly or be used as a wrapper to hold embedded documents and links to external documents. The template is designed to be comprehensive, encouraging project managers to address each section. If a section is not relevant you are encouraged to mark it as “Not Applicable” rather than delete it entirely. This is intended to allow you to demonstrate that you have been diligent in analyzing all aspects of project management.
2.2. Target Audience
Indicate which project roles and individuals will have access to this collection of plans. Identify who ultimately owns this document (the Project Manager) and who has the authority to make approved edits and changes.
3. Project Context and Related Work
3.1. Stakeholders
This section should attempt to identify all the stakeholders. The most important stakeholders are those that can influence scope and requirements. This section is best populated with either a table or a set of stakeholder exchange diagrams. Example Stakeholder exchange diagram
A numbered output or deliverable that corresponds to a specific WBS# or other project milestone
Stakeholder entity or individual
Project entity or individual Requirements, Budget, Parameters or other inputs on which the project entity depends for successful completion of a deliverable. These might be numbered dependencies from Section 3 [Click Chart to EDIT]
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3.2. Roles & Responsibilities
Position Role/Title Project Sponsor Project Manager Technical Design Authority CCB Chairman Risk Manager Current Position Holder Scope of Authority Associated WBS#s and Deliverable IDs
3.3. Technical Approach
Consult subject matter experts to populate this section. These experts will have been identified in the stakeholder analysis and Roles & Responsibilities. Identify Project Management Frameworks or Techniques that will be used (e.g. PMBOK, PRINCE2, ITIL etc). Identify Service Delivery Frameworks or Techniques that will be used (e.g. ITIL, CMM, Six Sigma, TQM etc). Identify Enterprise Architecture approaches and standards that will be used (e.g. existing enterprise architecture reference models, TOGAF, DODAF, MODAF, Zachman etc).
3.4. Enterprise Environmental Factors
List established practices and processes which will be used. Identify the lines of business that own these processes and a point of contact.
3.5. Project/Product Dependencies
A numbered or bulleted list of inputs from entities on which the project or product depends for successful completion of deliverables.
3.6. Assumptions 3.7. Constraints (Standards, Policies, Guidelines & Frameworks) 3.8. Project/Product Geographical Elements
Identify and describe geographic aspects of the project. Consider using a context diagram or other geospatial representation (such as a map). In particular, list remote locations, mobile and tele-workers, as well as transitory project participants including unaffiliated consultants and contractors. Set expectations for travel, communications and information exchange. Expect this section to be an input to the Communication Planning Section.
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4. Risk Management Plan 5. Scope Management Plan
5.1. Project Scope Statement 5.2. Scope Verification
6. Work Breakdown Structure (WBS)
Project Name
Control Account 1 Work Package 1.1 Work Package 1.2 Task 1.2.1
Control Account 2 Work Package 2.1
Control Account 3 Work Package 3.1
[Click chart to EDIT]
6.1. Work Package Breakdown (WBS Dictionary)
WBS # 1 1.1 1.2 1.2.1 2 2.1 3 3.1 Subtask Name and Description Description Control Account Name and Description Work Package Name and Description
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7. Schedule & Milestones
7.1. Schedule Management Plan
Explain how the schedule will be created and managed. For example, development of schedule estimates will use the PERT method and management of the schedule will use the Critical Path method. PERT will be calculated with three point estimates using the formula: PERT= (P+4M+O)/6
7.2. Activity Sequence Network Diagram
Suggest using a sequence diagram method such as Precedence, Arrow or GERT diagrams.
7.3. Milestone or Gantt Chart
Elements in these charts should be derived or traceable to the WBS dictionary. ID Milestone Jan Feb Mar Apr May
7.4. Key Deliverables
ID WBS# Owner Description
8. Risk Management Plan
Explain how risks will be managed; describe the methodology to be used and the anticipated costs. Describe how risks will be identified and analyzed (Qualitative vs Quantitative) and how probability, impact and mitigations are determined.
8.1. Future Risks 8.2. Historical or Legacy Risks 8.3. Internal Risks
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8.4. External Risks
9. Quality & Performance Management Plan
9.1. Preventive Action Policy 9.2. Corrective Action Process
10.
Change Management Plan
10.1. Change Management Process 10.2. Configuration Management Procedure 10.3. Process Improvement Plan
11.
Resource Management Plan
11.1. Budget Management Plan 11.2. Staff Management Plan 11.3. Work Authorization
12.
Communications Plan
12.1. Performance Reporting
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