02 - Schedule Management Plan
02 - Schedule Management Plan
02 - Schedule Management Plan
This Project Schedule Management Template is free for you to copy and use on your project
and within your organization. We hope that you find this template useful and
welcome your comments. Public distribution of this document is only permitted
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TABLE OF CONTENTS
INTRODUCTION.................................................................................................................................2
SCHEDULE MANAGEMENT APPROACH.............................................................................................2
SCHEDULE CONTROL........................................................................................................................3
SCHEDULE CHANGES AND THRESHOLDS.........................................................................................4
SCOPE CHANGE................................................................................................................................4
INTRODUCTION
This section highlights the purpose and importance of the schedule management plan. It
provides a general description of what should be included in the schedule management plan.
These items will be described in more detail later in the plan under each corresponding section.
The project schedule is the roadmap for how the project will be executed. Schedules are an
important part of any project as they provide the project team, sponsor, and stakeholders a
picture of the projects status at any given time. The purpose of the schedule management plan is
to define the approach the project team will use in creating the project schedule. This plan also
includes how the team will monitor the project schedule and manage changes after the baseline
schedule has been approved. This includes identifying, analyzing, documenting, prioritizing,
approving or rejecting, and publishing all schedule-related changes.
SCHEDULE CONTROL
This section defines how the projects schedule will be controlled throughout the life of the
project. This includes the frequency of updates and schedule reviews as well as communicating
the schedule and progress. This section also defines roles and responsibilities as they relate
specifically to project schedule control.
The project schedule will be reviewed and updated as necessary on a bi-weekly basis with actual
start, actual finish, and completion percentages which will be provided by task owners.
The project manager is responsible for holding bi-weekly schedule updates/reviews; determining
impacts of schedule variances; submitting schedule change requests; and reporting schedule
status in accordance with the projects communications plan.
The project team is responsible for participating in bi-weekly schedule updates/reviews;
communicating any changes to actual start/finish dates to the project manager; and participating
in schedule variance resolution activities as needed.
The project sponsor will maintain awareness of the project schedule status and review/approve
any schedule change requests submitted by the project manager.
As the project schedule is created it is important that boundary conditions are set by the project
sponsor to establish the schedule parameters within which the project is expected to operate.
Any event which may potentially cause a schedule change which exceeds these boundary
conditions must have a schedule change request submitted and approved by the sponsor before
the schedule change is made. For this example we will use a change threshold of 10%.
If any member of the project team determines that a change to the schedule is necessary, the
project manager and team will meet to review and evaluate the change. The project manager and
project team must determine which tasks will be impacted, variance as a result of the potential
change, and any alternatives or variance resolution activities they may employ to see how they
would affect the scope, schedule, and resources. If, after this evaluation is complete, the project
manager determines that any change will exceed the established boundary conditions, then a
schedule change request must be submitted.
Submittal of a schedule change request to the project sponsor for approval is required if either of
the two following conditions is true:
The proposed change is estimated to reduce the duration of an individual work package
by 10% or more, or increase the duration of an individual work package by 10% or more.
The change is estimated to reduce the duration of the overall baseline schedule by 10% or
more, or increase the duration of the overall baseline schedule by 10% or more.
Any change requests that do not meet these thresholds may be submitted to the project manager
for approval.
Once the change request has been reviewed and approved the project manager is responsible for
adjusting the schedule and communicating all changes and impacts to the project team, project
sponsor, and stakeholders. The project manager must also ensure that all change requests are
archived in the project records repository.
SCOPE CHANGE
Occasionally, approved changes to the projects scope may result in the schedule needing to be
re-baselined. These scope changes may include new deliverables or requirements that were not
previously considered as part of the original schedules development. In these situations the
project manager and team must consider the current status of the project schedule and how the
scope change will affect the schedule and its resources as the project moves forward.
Any changes in the project scope, which have been approved by the project sponsor, will require
the project team to evaluate the effect of the scope change on the current schedule. If the project
manager determines that the scope change will significantly affect the current project schedule,
he/she may request that the schedule be re-baselined in consideration of any changes which need
to be made as part of the new project scope. The project sponsor must review and approve this
request before the schedule can be re-baselined.
SPONSOR ACCEPTANCE
Approved by the Project Sponsor:
___________________________________________
<Project Sponsor>
<Project Sponsor Title>
Date:____________________
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