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Terms of Reference Template

Terms of Reference Template

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Published by chinkapook
Use this template if you have project you want to summarise to present to management, prior to developing a detailed business case.
Use this template if you have project you want to summarise to present to management, prior to developing a detailed business case.

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Published by: chinkapook on Jul 16, 2009
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10/07/2014

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<Project Name>

Terms of Reference
Project Team Name: <Project Name>
Business Relationship
Manager:
Business Owner:
Deliver Date: <Estimated date that this project needs to be delivered by >
Reporting Dates: <Timeline for key deliverables>
! Pro"lem #tatement
<Provide the wider organisation audience with an introduction and overview of the problem, stating
what it is about, why it came about, who is involved, where it is located etc>
$ Mission
<Provide a broad overview what the project deliver, the benefits that will be achieved and the
alignment with the divisional plan !ow the organisationand"or the #usiness $nit%s business will
be different on completion of the project, that is, what major business activity is going to change as
a result of this project and how& There is no need for in depth detail, keep this part brief, simple,
concise and clear>
% &oals
<'efine the goals for this project"initiative>

' Boun(aries
<'efine the boundaries for this project"initiative and specify any items that are out of scope or will
not resolved>

) Other *ssues
<Provide details of issues that need to be resolved by this project>

+ ,e #ta-ehol(ers
<(ist the )ey *takeholders and their roles, in relation to this initiative>
Page + of ,
-ile. +/011023doc (ast $pdated. +0 4uly 355/
<Project Name>
Terms of Reference
Role Name Division
. #olution &ui(elines
<Provide details of how the solution will be developed, for e6ample #usiness 7e8uirements and
#usiness 9ase to be completed, including estimated dates>

/ 0stimate( 1osts
*tem 2ow 34s, 5igh 34s, 1omments
Estimated 9osts :
9ompletion of #usiness
9ase
<Estimated costs to be completed
;nclude any comments that justify your
estimates and if applicable, the
breakdown between internal and e6ternal
costs>
Estimated 9osts :
'evelopment 9osts
< Estimated costs to be completed
;nclude any comments that justify your
estimates and if applicable, the
breakdown between internal and e6ternal
costs>
Estimated 9osts :
;nfrastructure 9osts
<hardware and software=
< Estimated costs to be completed
;nclude any comments that justify your
estimates and if applicable, the
breakdown between internal and e6ternal
costs>
Total 0stimate( 1osts <total of
the
above>
<total of
the
above>
/6! 7ssumptions
<9learly document any assumptions you have made in formulating your estimates -or e6ample,
the solution will be developed using only the current computing environment The solution does
not re8uire any system integration with e6ternal parties>
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-ile. +/011023doc (ast $pdated. +0 4uly 355/
<Project Name>
Terms of Reference
/6$ Ris-s
<;dentify any high level risks associated with the estimates provided and delivery of the project
The three main categories of risk factors identified as contributing to the risk of a project or the
probability of project failure are the business environment, the project team environment and the
product or service comple6ity>
8 Definitions
<'efine any specific Terms and >bbreviations that have been used throughout this document>
Term or 7""reviation Details
!9 7ppen(i:
<;nclude any e6isting supporting documents or other information as re8uired>
Page , of ,
-ile. +/011023doc (ast $pdated. +0 4uly 355/

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