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Templates

Template

Purpose

Project Plan Checklist*

Use the project plan checklist to identify the components/tools you want to use for the project management plan.

Project Plan Template*

Organize and display your project plan using this template.

Charter GuidelinesDescribe the overall objectives and scope of the project.
Project BudgetIdentify project labor and non-labor expenses associated with your project.
Risk Assessment Spider ChartProvide a high-level graphical depiction of key project risks.

Work Breakdown Structure (WBS) (1)

These templates help the project manager organize and define the deliverables of the project into tasks.

Staffing & Organization Plan*

These templates provide visual depiction of how the project staff is organized and managed.

Communication Plan

Plan and describe how and when to communicate with everyone interested in your project.

Project Monitoring and Control Methods*

Compile the methods used for monitoring and controlling the project activities and deliverables.

Risk Management Plan

Plan how the project will react to known risks (both good and bad).

Sample of a Basic Project Plan

Process

Purpose

The Project Management Plan, or Project Plan, defines how the project is organized, executed, monitored, controlled, and closed. It is used by the project manager and stakeholders to monitor and control the project, and thus, is a living set of documents for the duration of the project. A Project Plan is a compilation of information and can vary in content and detail depending on the complexity of the project. The Project Plan may include information about project scope and objectives; resource roles and responsibilities; project communications; project tasks, milestones, schedule and dependencies; costs; quality and risk management.

Participants

The project manager is responsible for developing the Project Plan, with support and input from the project stakeholders.

Input

  • Project Charter V1
  • Project Budget V1
  • Risk Spider Chart V1
  • Organizational, technical, and project management processes

Process Steps

Step

Task

1

During the project planning identify what "tools" of a project plan are required for your project. The Project Plan Checklist* can guide you to the most common components in a project plan.

2

Develop the identified project plan components (e.g. Charter V2, Budget V2, Risk Spider Chart V2, WBS, project organization chart, risk plan) with input from the project team, customer, and sponsor.

3

Review and approve the developed project plan components with the project team.

4

Publish the project plan components so all project stakeholders have access. Use the Project Plan Template* or some other method acceptable to your organization.

5

Monitor, control, and manage the project using the developed project plan components. This is a living set of documents and should be maintained throughout the duration of the project.

6

At the close of the project clean up and consolidate the project plan. Determine what, if any, need to be retained based on the Records Retention Plan.

Outputs

  • Project Charter V2
  • Project Budget V2
  • Risk Spider Chart V2
  • Project plan tools used to organize, monitor, control and manage the project.

When is the project plan written?

The project plan is written during the planning phase.

Who owns the project plan?

The project manager is the owner of the project plan, the project stakeholders provide input.