Project Plan Template
Project Plan Template
Project Plan Template
Approval Signatures
Approved by: Business Project Leader Approved by: IM/IT Project Leader
Prepared by: Business Project Manager Prepared by: IM/IT Project Manager
Table of Contents
1. Project Overview.....................................................................................1
1.1 Purpose, Scope, and Objectives..........................................................................1
1.2 Assumptions and Constraints...............................................................................1
1.3 Project Deliverables............................................................................................. 2
1.4 Schedule and Budget Summary...........................................................................2
1.5 Evolution of the Plan............................................................................................ 2
1.6 References........................................................................................................... 2
1.7 Definitions and Acronyms.....................................................................................3
2. Project Organization.............................................................................4
2.1 External Interfaces............................................................................................... 4
2.2 Internal Structure.................................................................................................. 4
2.3 Roles and Responsibilities...................................................................................4
3. Managerial Process Plans....................................................................5
3.1 Start-up Plan........................................................................................................ 5
3.1.1 Estimates................................................................................................................... 5
3.1.2 Staffing.......................................................................................................................5
3.1.3 Resource Acquisition.................................................................................................5
3.1.4 Project Staff Training..................................................................................................6
3.2 Work Plan............................................................................................................. 6
3.2.1 Work Breakdown Structure........................................................................................6
3.2.2 Schedule Allocation....................................................................................................7
3.2.3 Resource Allocation...................................................................................................7
3.2.4 Budget Allocation.......................................................................................................7
3.3 Project Tracking Plan........................................................................................... 8
3.3.1 Requirements Management.......................................................................................8
3.3.2 Schedule Control........................................................................................................8
3.3.3 Budget Control...........................................................................................................8
3.3.4 Quality Control...........................................................................................................9
3.3.5 Reporting....................................................................................................................9
3.3.6 Project Metrics...........................................................................................................9
3.4 Risk Management Plan........................................................................................ 9
3.5 Project Closeout Plan.........................................................................................10
4. Technical Process Plans....................................................................11
4.1 Process Model................................................................................................... 11
Annex A.......................................................................................................18
Annex B.......................................................................................................19
1. Project Overview
This section of the IM/IT Project Management Plan provides an overview of the
purpose, scope and objectives of the project for which the Plan has been written, the
project assumptions and constraints, a list of project deliverables, a summary of the
project schedule and budget, and the plan for evolving the IM/IT Project
Management Plan.
Specify the plans for producing both scheduled and unscheduled updates to
this Plan.
Specify how the updates to this Plan shall be disseminated.
Specify how the initial version of this Plan shall be placed under
configuration management.
Specify how changes to this Plan shall be controlled after its issue.
1.6 References
Provide a complete list of all documents and other sources of information
referenced in this Plan.
Identify each referenced document by title, report number, date, author and
publishing organization.
Identify other referenced sources of information, such as electronic files,
using unique identifiers such as path/name, date and version number.
Identify and justify any deviations from the referenced standards or policies.
2. Project Organization
2.1 External Interfaces
Describe the organizational boundaries between the project and external
entities.
Identify, as applicable:
− the parent organization,
− the customer,
− subcontracted organizations, and
− other organizational entities that interact with the project.
Use organizational charts or diagrams to depict the project's external
interfaces.
3.1.2 Staffing
Specify the number of required staff, providing the following
details:
− number of personnel by skill level,
− numbers and skill levels in each project phase, and
− duration of personnel requirement.
Specify the sources of staff personnel (e.g.: internal transfer, new
hire, contracted, etc.)
Consider using resource Gantt charts, resource histograms,
spreadsheets and tables to depict the staffing plan by skill level, by
project phase, and by aggregations of skill levels and project phases.
Use a separate line item for each type of resource in each activity
budget.
Specify the methods and tools that will be used to track the project
cost.
Identify the schedule milestones and objective indicators that will be
used to assess the scope and quality of the work completed at those
milestones.
Specify the use of a mechanism such as earned value tracking to
report the budget and schedule plan, schedule progress, and the cost
of work completed.
3.3.5 Reporting
Specify the reporting mechanisms, report formats and information
flows to be used in communicating the status of requirements,
schedule, budget, quality, and other desired or required status
metrics within the project and to entities external to the project.
Specify the methods, tools and techniques of communication.
Specify a frequency and detail of communications related to project
management and metrics measurement that is consistent with the
project scope, criticality, risk and visibility.
4.3 Infrastructure
Specify the plan for establishing and maintaining the development
environment (hardware, operating system, network and software), and the
policies, procedures, standards, and facilities required to conduct the IM/IT
project. These resources may include workstations, local area networks,
software tools for analysis, design implementations, testing, and project
management, desks, office space, and provisions for physical security,
administrative personnel, and janitorial services.
5.3 Documentation
Specify the plans for generating non-deliverable and deliverable project
documentation.
Specify the organizational entities responsible for providing input
information, and for generating and reviewing the project documentation.
Specify the following information or object identification:
− list of documents to be prepared,
− controlling template or standard for each document,
− who will prepare each document,
− who will review each document,
− due dates for review copies,
− due dates for initial baseline versions, and
− a distribution list for review copies and baseline versions and quantities
required
6. Additional Plans
Specify or reference any additional plans required to satisfy product
requirements and contractual terms, which may include:
− plans for assuring that safety, privacy, and security requirements are
met,
− special facilities or equipment specification,
− product installation plans,
− user training plans,
− integration plans,
− data conversion plans,
− system transition plans,
− product maintenance plans, or
− product support plans.
7. Project Evolution
7.1 Project support and maintenance
Specify or reference to the support, maintenance and operational model for
the project when the project will be used by the potential customers
7.2 Follow-up projects
Identify potential follow-up projects which will use this project
Identify potential follow-up projects which will supersede this project
Annex A
Annex B