Project Template

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Project Template Powered By Docstoc
					This is a template that can be used by a business to establish the roles and
responsibilities of employees for the completion of a project. The template identifies
project customers, project sponsors, project managers, stakeholders, project purpose,
scope of the project, outstanding project issues, performance, and operational
handover. Additionally, it can be customized by the user to provide for any additional
industry-specific language that may be necessary. This document should be used by
small businesses or other entities that want to clearly define the roles and
responsibilities of employees associated with a project.
(Project name)


Project Template




Action statement
Date           Name                  Position                     Action required            Due date
                                                                  (Review/Endorse/Approve)




Prepared by           Name
                      Job title
Branch/District       Branch/District
Division/Region       Division/Region
Location              Floor, street, city
Version no.           ____
Version date          ______, __20___
Status                Draft/Final review/Sign off (delete 2 of)
DMS ref. no.          DMS reference number
File/Doc no.          File number/document number
                                                                Project name Project Handover



Document Control Sheet

Contact for enquiries and proposed changes:

If you have any questions regarding this document or if you have a suggestion for
improvements, please contact:

Project Manager:    Insert Project Manager's name here

Phone:              Insert phone number here


Version history

Version no.       Date        Changed by       Nature of amendment

                  __/_/20__                    Initial draft.




Project Handover Approval

The following officers have approved this document.

Customer
Name:
Position:
Signature:
Date:


Sponsor
Name:
Position:
Signature:
Date:


The following Officer has endorsed this document.
Name:
Position:
Signature:
Date:




                                Version 1.0                                      Page 2 of 12
                                                                                               Project name Project Handover



Contents

Executive Summary...................................................................................................5

1         Introduction....................................................................................................6

2         Purpose of this Document.............................................................................6

2.1       References......................................................................................................6

2.2       Definitions........................................................................................................6

3         Project Customer, Sponsor, and Project Manager........................................6

3.1       Project Customer.............................................................................................6

3.2       Project Sponsor...............................................................................................7

3.3       Project Manager..............................................................................................7

4         Stakeholders..................................................................................................7

5         Background...................................................................................................7

6         Purpose/Objectives of the Project.................................................................8

6.1       Purpose/Objectives..........................................................................................8

6.2       Links with the Department’s Strategic Objectives .............................................8

7         Scope of Project............................................................................................8

7.1       In Scope..........................................................................................................8

7.2       Out of Scope...................................................................................................8

7.3       Related Projects...............................................................................................8

7.4       Constraints......................................................................................................9

7.5       Urgency...........................................................................................................9

7.6       Assumptions....................................................................................................9

8         Outstanding Project Issues...........................................................................9

9         Project Performance....................................................................................10

10        Project Benefits Realization.........................................................................10

11        Operational Handover..................................................................................10

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                                                                                            Project name Project Handover


11.1   Overview of Impacts ......................................................................................10

11.2   Funding Issues ..............................................................................................10

11.3   Risks.............................................................................................................10

11.4   Handover ......................................................................................................11

11.5   Maintenance and support ..............................................................................11




                                            Version 1.0                                                      Page 3 of 12
                                                                                     Project name Project Handover


Appendix A—as required........................................................................................12




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                                                              Project name Project Handover




Executive Summary

The Executive Summary is mandatory.
Provide a summary of the Handover Report. Focus on the status of the
implementation (i.e., whether the outcomes are operational and how outstanding
issues will be managed).
To delete this guidance text box, double click mouse in the left margin then press
delete.
Type here




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                                                                 Project name Project Handover




1     Introduction
      Text in this document which has been copied forward from the previous
      document is shown bold and italics “words copied from previous
      documents.”


2     Purpose of this Document
      The purpose of this document is to:
      •   Obtain formal acceptance of the project’s deliverables from operational
          areas; and
      •   Identify outstanding project issues and who is responsible for resolving them
          (operational area or project team).

2.1   References
      This item lists any documents to which this document refers and may include
      reports on any previous investigations carried out. Include all previous
      documents prepared as part of this project.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Type here

2.2   Definitions
      In the table below, define any term that this document’s audience may not
      understand, including specific terms, abbreviations, and acronyms.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.



      Terms, abbreviations and acronyms           Meaning




3     Project Customer, Sponsor, and Project Manager

3.1   Project Customer
      Enter the name of the Project Customer.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Insert name of the Project Customer.



                               Version 1.0                                        Page 6 of 12
                                                                Project name Project Handover


3.2   Project Sponsor
      Enter the name of the Project Sponsor.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Insert name was the Project Sponsor.

3.3   Project Manager
      Enter the name of the Project Manager.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Insert name of the Project Manager.


4     Stakeholders

      This section should illustrate the engagement undertaken with stakeholders
      and the key outcomes of that process as outlined in the completed
      community engagement planner for the project. List all stakeholders with an
      interest in this document including internal stakeholders (from
      regions/districts/divisions/branches and their departments) and external
      stakeholders. Stakeholders may be listed in tabular form (as below). Include
      project customer and politicians as appropriate. Stakeholders may be
      categorized (internal, external and so on) where appropriate.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.



      Stakeholder        Stakeholder         Responsibility      Interest/Context
      Area               Representative




5     Background

      Provide here sufficient information to bring the reader up to speed on the
      subject matter of the project, including a brief history.
      This section should describe the history of the project. It should include:
      - Who initiated the project and how it was initiated;
      - A clear statement of the real underlying problem to be addressed;
      - A brief history of past community engagement, issues and outcomes;
      - The impact of problems/issues over time; and
      - Information on objectives in and out of scope.




                               Version 1.0                                       Page 7 of 12
                                                                 Project name Project Handover


      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Type here


6     Purpose/Objectives of Project

6.1   Purpose/Objectives
      A statement of what the project is expected to achieve, including potential
      benefits. To delete this guidance text box, double click mouse in the left
      margin then press delete.
      Type here

6.2   Links with the Department’s Strategic Objectives
      A statement of how the project links to the department’s Strategic
      Plan and objectives.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Type here


7     Scope of Project

7.1   In Scope
      This defines the project boundaries. The scope outlined in any previous
      document(s) should be confirmed here. List all items that were included in
      the scope of this project and note performance of the project against scope
      items.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Type here

7.2   Out of Scope
      List identified items that were not delivered as part of this project.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Type here

7.3   Related Projects
      List any related projects or proposals that may have affected this project
      and how their relationships to this project were managed.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Type here


                                Version 1.0                                       Page 8 of 12
                                                                Project name Project Handover


7.4   Constraints
      Describe anything that might have impacted the successful development
      and/or implementation of the project and how they were managed.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Type here

7.5   Urgency
      Identify the urgency of the project and describe how this affected the
      management of the project.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.
      Type here

7.6   Assumptions
      List all assumptions made during the course of the project and discuss their
      validity. To delete this guidance text box, double click mouse in the left
      margin then press delete.
      Type here


8     Outstanding Project Issues

      Identify here the unresolved/outstanding issues that continue to exist at the
      date of operationalisation, what action is envisaged to resolve the issue, who
      is responsible for the issue, and when it is planned to be finalized. The
      outstanding issues may best be presented in a table as outlined below.
      To delete this guidance text box, double click mouse in the left margin
      then press delete.



      Issue                     Action to complete Responsible               Date




      Maintenance
      arrangements

      Creation of assets




                               Version 1.0                                       Page 9 of 12
                                                                  Project name Project Handover




9      Project Performance
       Detail how the project performed against the project success criteria in the
       Plan. To delete this guidance text box, double click mouse in the left
       margin then press delete.
       Type here


10     Project Benefits Realization

       Detail how the product produced by the project is expected to perform
       against the business success criteria in the Project Plan.
       To delete this guidance text box, double click mouse in the left margin
       then press delete.
       Type here


11     Operational Handover

11.1   Overview of Impacts
       Outline the major impacts the project had on the business and the
       potential future impacts that may eventuate under certain conditions (for
       example, an increase or decrease in customer demand).
       To delete this guidance text box, double click mouse in the left margin
       then press delete.
       Type here

11.2   Funding Issues
       Summarize the key financial impacts on the operational areas of the
       business and how they were or are to be funded.
       To delete this guidance text box, double click mouse in the left margin
       then press delete.
       Type here

11.3   Risks
       List the major ongoing risks, as identified by the project, and suggested
       mitigation of same where applicable.
       To delete this guidance text box, double click mouse in the left margin
       then press delete.
       Type here




                                Version 1.0                                      Page 10 of 12
                                                                   Project name Project Handover




11.4   Handover
       Detail here any issues relevant to the operational areas and suggested
       follow-up actions/instructions for dealing with the project’s deliverables on an
       ongoing basis. To delete this guidance text box, double click mouse in the
       left margin then press delete.
       Type here

11.5   Maintenance and Support
       Detail any arrangement for ongoing maintenance or support of project outputs.
       To delete this guidance text box, double click mouse in the left margin then
       press delete.
       Type here




       When all information has been put into this document and the guidance text
       boxes have been deleted, it will be necessary to reformat the document taking
       out any blank lines. Once this is done, right click mouse in the table of
       content, click Update Fields, Update entire table, then click OK. This will
       update the table of contents to show the new page numbers.
       To delete this guidance text box, double click mouse in the left margin
       then press delete.




                                 Version 1.0                                      Page 11 of 12
                                       Project name Project Handover




Appendix A—as required
Type here




                         Version 1.0                  Page 12 of 12

				
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Description: This is a template that can be used by a business to establish the roles and responsibilities of employees for the completion of a project. The template identifies project customers, project sponsors, project managers, stakeholders, project purpose, scope of the project, outstanding project issues, performance, and operational handover. Additionally, it can be customized by the user to provide for any additional industry-specific language that may be necessary. This document should be used by small businesses or other entities that want to clearly define the roles and responsibilities of employees associated with a project.