<PROJECT NAME>

PROJECT MANAGEMENT PLAN

Version <1.0>
<mm/dd/yyyy>
[Insert appropriate disclaimer(s)]
<Project Name>
VERSION HISTORY
[Provide information on how the development and distribution of the Project Manaement Plan
!emplate was controlled and trac"ed. #se the table below to provide the version number$ the
author implementin the version$ the date of the version$ the name of the person approvin the
version$ the date that particular version was approved$ and a brief description of the reason for
creatin the revised version.%
Version
#
Implemented
B
Re!ision
"#te
Appro!ed
B
Appro!#l
"#te
Re#son
1.0 <&uthor name> <mm/dd/yy> <name> <mm/dd/yy> <reason>
UP Template Version: 11/30/06
Page 1 of 12
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<Project Name>
Note to the Author
[!his document is a template of a Project Manaement Plan document for a project. !he
template includes instructions to the author$ boilerplate te't$ and fields that should be replaced
with the values specific to the project.
(lue italici)ed te't enclosed in s*uare brac"ets +[te't%, provides instructions to the
document author$ or describes the intent$ assumptions and conte't for content included in
this document.
(lue italici)ed te't enclosed in anle brac"ets +<te't>, indicates a field that should be
replaced with information specific to a particular project.
!e't and tables in blac" are provided as boilerplate e'amples of wordin and formats
that may be used or modified as appropriate to a specific project. !hese are offered only
as suestions to assist in developin project documents- they are not mandatory
formats.
.hen usin this template for your project document$ it is recommended that you follow these
steps/
1. 0eplace all te't enclosed in anle brac"ets +e..$$ <Project 1ame>, with the correct field
values. !hese anle brac"ets appear in both the body of the document and in headers and
footers. !o customi)e fields in Microsoft .ord +which display a ray bac"round when
selected,/
a. 2elect 3ile>Properties>2ummary and fill in the !itle field with the 4ocument
1ame and the 2ubject field with the Project 1ame.
b. 2elect 3ile>Properties>5ustom and fill in the 6ast Modified$ 2tatus$ and 7ersion
fields with the appropriate information for this document.
c. &fter you clic" 89 to close the dialo bo'$ update the fields throuhout the
document with these values by selectin :dit>2elect &ll +or 5trl;&, and pressin
3<. 8r you can update an individual field by clic"in on it and pressin 3<. !his
must be done separately for =eaders and 3ooters.
>. Modify boilerplate te't as appropriate to the specific project.
?. !o add any new sections to the document$ ensure that the appropriate header and body
te't styles are maintained. 2tyles used for the 2ection =eadins are =eadin 1$ =eadin
> and =eadin ?. 2tyle used for boilerplate te't is (ody !e't.
@. !o update the !able of 5ontents$ riht;clic" and select A#pdate fieldB and choose the
option; A#pdate entire tableB
C. (efore submission of the first draft of this document$ delete this A1otes to the &uthorB
pae and all instructions to the author$ which appear throuhout the document as blue
italici)ed te't enclosed in s*uare brac"ets.%
Page 2 of 12
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<Project Name>
TABLE O$ CONTENTS
% INTRO"&CTION''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''(
1.1 Purpose of Project Management Plan.................................................................................4
) E*EC&TIVE S&MMARY O$ PROJECT CHARTER'''''''''''''''''''''''''''''''''''''''''''''''''''''''''(
2.1 Assumptions/Constraints....................................................................................................4
+ SCOPE MANAGEMENT''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''(
3.1 Work reak!o"n #tructure................................................................................................4
3.2 $eplo%ment Plan................................................................................................................4
3.3 C&ange Control Management.............................................................................................4
( SCHE"&LE,TIME MANAGEMENT'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''(
4.1 Milestones...........................................................................................................................'
4.2 Project #c&e!ule.................................................................................................................'
4.2.1 $epen!encies...........................................................................................................'
- COST,B&"GET MANAGEMENT''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''-
. /&ALITY MANAGEMENT''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''-
0 H&MAN RESO&RCE MANAGEMENT''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''-
1 COMM&NICATIONS MANAGEMENT''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''-
(.1 Communication Matri)......................................................................................................'
2 RIS3 MANAGEMENT'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''-
*.1 +isk ,og.............................................................................................................................'
%4 ISS&E MANAGEMENT''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''.
10.1 -ssue ,og...........................................................................................................................
%% PROC&REMENT MANAGEMENT'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''.
%) COMPLIANCE RELATE" PLANNING''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''.
APPEN"I* A5 PROJECT MANAGEMENT PLAN APPROVAL'''''''''''''''''''''''''''''''''''''''''0
APPEN"I* B5 RE$ERENCES'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''1
APPEN"I* C5 3EY TERMS'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''2
APPEN"I* "5 S&MMARY O$ SPEN"ING'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''%4
Page 3 of 12
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<Project Name>
% INTRO"&CTION
%'% P&RPOSE O$ PROJECT MANAGEMENT PLAN
[Provide the purpose of the project charter.%
/&e inten!e! au!ience of t&e <Project 1ame> PMP is all project stake&ol!ers inclu!ing
t&e project sponsor0 senior lea!ers&ip an! t&e project team.
) E*EC&TIVE S&MMARY O$ PROJECT CHARTER
[Provide an e'ecutive summary of the approved project charter. Provide a reference to the
approved Project 5harter. :laborate on any sections within the Project 5harter that need
further detail contained within the PMP.%
)'% ASS&MPTIONS,CONSTRAINTS
[Dnsert summary of any chanes from the project assumptions and/or constraints that were
oriinally outlined in the project charter.%
+ SCOPE MANAGEMENT
[Dnsert the projectEs scope manaement plan or provide a reference to where it is stored.%
+'% 6OR3 BREA3"O6N STR&CT&RE
[Dnsert the projectEs wor" brea"down structure or provide a reference to where it is
stored.%
+') "EPLOYMENT PLAN
[:'ample/ !he project involves deployin an application to state health partners. !his
section would discuss the approach for rollin out the application to the end users$
includin conductin environment assessments$ developin memorandums of
understandins$ hardware/software installation$ data conversion.%
+'+ CHANGE CONTROL MANAGEMENT
[:'ample of 5hane 5ontrol/ Df a development server for your project is administered by
another orani)ation that is responsible for installin machine uprades and there are
scheduled outaes that will impact your project schedule. 5hanes to the project will need
to be made to deal with the potential impact of the scheduled outae.%
( SCHE"&LE,TIME MANAGEMENT
[:'ample of schedule manaement approach/ :stablish a baseline within the first two
wee"s of the project and monitor proress aainst the baseline on a wee"ly basis. !he
Project Manaer will be responsible for ensurin the project schedule is updated with the
latest information and never more than three business days out of date. 3or variances on
e'ecutive milestones reater than 10F$ the project may choose to use uidance specified
by 5PD5. 2ee the 545 #P Project 2chedule document for more uidance on project
schedules and for Project 2chedule templates.%
Page 4 of 12
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<Project Name>
('% MILESTONES
/&e ta1le 1elo" lists t&e milestones for t&is project0 along "it& t&eir estimate! completion
timeframe.
Milestones Estimated Completion Timeframe
[Dnsert milestone information +e..$ Project
planned and authori)ed to proceed,%
[Dnsert completion timeframe +e..$
!wo wee"s after project concept is
approved,%
[&dd additional rows as necessary%
(') PROJECT SCHE"&LE
[Dnsert the projectEs schedule or provide a reference to where it is stored.%
(')'% "ependen7ies
[Dnsert the schedule/project dependencies +both internal and e'ternal,.%
- COST,B&"GET MANAGEMENT
[Dnsert the projectEs cost manaement plan or provide a reference to where it is stored.%
. /&ALITY MANAGEMENT
[:'ample/ 3or an information system$ controllin the consistency of screen layouts would
include reviewin all screens to ma"e sure they match the standards. Guality measures
may be no bus or defects for certain critical re*uirements$ consistent screen layouts$ or
correctly calculatin variables. Guality may be ensured throuh inspections$ audits$
formal testin and documentation of defects in a defect trac"in system to ensure defects
are fi'ed$ retested and closed. 2ome projects may choose to use a traceability matri' to
determine if critical re*uirements have been met.%
0 H&MAN RESO&RCE MANAGEMENT
[Dnsert the projectEs human resource manaement plan or provide a reference to where it
is stored.%
1 COMM&NICATIONS MANAGEMENT
[Dnsert the projectEs communication manaement plan or provide a reference to where it is
stored.%
1'% COMM&NICATION MATRI*
[Dnsert the projectEs communication matri' or provide a reference to where it is stored.%
Stakeholder Messages Vehicles Frequency Communicators Feedack
Mechanisms
2 RIS3 MANAGEMENT
[Dnsert the projectEs ris" manaement plan or provide a reference to where it is stored.%
2'% RIS3 LOG
Page 5 of 12
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<Project Name>
[!he 0is" 6o is normally maintained as a separate document. Provide a reference to
where it is stored.%
%4 ISS&E MANAGEMENT
[Dnsert the projectEs issue manaement plan or provide a reference to where it is stored.%
%4'% ISS&E LOG
[!he Dssue 6o is normally maintained as a separate document. Provide a reference to
where it is stored.%
%% PROC&REMENT MANAGEMENT
[:'ample/ !his can include information such as ensurin project team members are
assined computers$ how development and test servers are procured or can o into more
detail and include an ac*uisition stratey that details how the project will be staffed +e..$
performance based fi'ed price contract$ 5D!2 contractors,.%
%) COMPLIANCE RELATE" PLANNING
[Dnsert a list of compliance related processes the project must adhere to. 3or assistance
with determinin which compliance processes need to be followed visit
http///www>.cdc.ov/cdcup/documentHlibrary/projectHassessment.asp%
Page 6 of 12
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<Project Name>
Appendi8 A5 Pro9e7t M#n#:ement Pl#n Appro!#l
/&e un!ersigne! ackno"le!ge t&e% &a2e re2ie"e! t&e <Project 1ame> Pro9e7t
M#n#:ement Pl#n an! agree "it& t&e approac& it presents. C&anges to t&is Pro9e7t
M#n#:ement Pl#n "ill 1e coor!inate! "it& an! appro2e! 1% t&e un!ersigne! or t&eir
!esignate! representati2es.
[6ist the individuals whose sinatures are desired. :'amples of such individuals are
(usiness 2teward$ Project Manaer or Project 2ponsor. &dd additional lines for
sinature as necessary. &lthouh sinatures are desired$ they are not always re*uired to
move forward with the practices outlined within this document.%
#ignature3
$ate3
Print 4ame3
/itle3
+ole3
#ignature3
$ate3
Print 4ame3
/itle3
+ole3
#ignature3
$ate3
Print 4ame3
/itle3
+ole3
Page 7 of 12
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<Project Name>
APPEN"I* B5 RE$ERENCES
[Dnsert the name$ version number$ description$ and physical location of any documents
referenced in this document. &dd rows to the table as necessary.%
/&e follo"ing ta1le summari5es t&e !ocuments reference! in t&is !ocument.
"o7;ment N#me
#nd Version
"es7ription Lo7#tion
<4ocument
1ame and
7ersion
1umber>
[Provide description of the
document%
<#06 or 1etwor" path where
document is located>
Page 8 of 12
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<Project Name>
APPEN"I* C5 3EY TERMS
[Insert terms and definitions used in this document. Add rows to the table as
necessary. Follow the link below to for definitions of project management terms
and acronyms used in this and other documents.
http!!www".cdc.go#!cdcup!library!other!help.htm
/&e follo"ing ta1le pro2i!es !efinitions for terms rele2ant to t&is !ocument.
Term "e<inition
[Insert $erm] [%ro#ide definition of the term used in this document.]
[Insert $erm] [%ro#ide definition of the term used in this document.]
[Insert $erm] [%ro#ide definition of the term used in this document.]
Page 9 of 12
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<Project Name>
APPEN"I* "5 S&MMARY O$ SPEN"ING
[Iou may double;clic" on the table to edit it accordin to the information applicable to
this project.%
!udget "tem P#$% P# C# !# !# & % !# & ' !# & ( !# & ) Total
Planning:
!udgetary *esources $ - $ - $ - $ -
$0.00
+utlays $ - $ - $ - $ -
$0.00
,e-elopment .
"mplementation of
Pro/ect:
!udgetary *esources $ - $ - $ - $ -
$0.00
+utlays $ - $ - $ - $ -
$0.00
Total0 sum of stages:
!udgetary *esources
$ - $ - $ - $ -
$0.00
+utlays
$ - $ - $ - $ -
$0.00
+perations .
Maintenance:
!udgetary *esources $ - $ - $ - $ -
$0.00
+utlays $ - $ - $ - $ -
$0.00
Total0 all stages:
!udgetary *esources
$ - $ - $ - $ -
$0.00
+utlays
$ - $ - $ - $ -
$0.00
1o-ernment FTE cost $ - $ - $ - $ -
$0.00
P63 Pre2ious 6ear7 C63 Current 6ear7 63 u!get 6ear
Page 10 of 12
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