Project Plan

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Document Id [Document Management System #]
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Issue Date [Date]
Last Saved Date [Date]
File Name [Name]
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Version Issue Date Changes
[1.0] [Date] [Section, Page(s) and e!t "e#ised]
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Role Name Signature Date
Project Sponsor
Project Review Group
Project Manager
Qualit Manager
(i$ a%%&ica'&e)
Procurement Manager
(i$ a%%&ica'&e)
!ommunications Manager
(i$ a%%&ica'&e)
Project O""ice Manager
(i$ a%%&ica'&e)
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Table of Contents
TEMPLATE GUIDE....................................................................................1
1 PLAIG !A"I"..............................................................................#
1.1 SCOPE.................................................................................................................................. 2
1.2 MILESTONES.......................................................................................................................... 2
1.3 PHASES................................................................................................................................ 2
1.4 ACTIVITIES............................................................................................................................. 3
1.5 TASKS.................................................................................................................................. 3
1.6 EFFORT................................................................................................................................. 3
1.7 RESOURCES........................................................................................................................... 4
# P$%&ECT PLA.................................................................................'
2.1 SCHEDULE............................................................................................................................. 4
2.2 DEPENDENCIES....................................................................................................................... 5
2.3 ASSUMPTIONS........................................................................................................................ 5
2.4 CONSTRAINTS........................................................................................................................ 5
( APPEDI).......................................................................................*
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Template Gui+e
What is a Project Plan?
(e Pro)ect P&an is t(e centra& document 'y w(ic( t(e %ro)ect is $orma&&y managed. * Pro)ect
P&an is a document w(ic( &ists t(e acti#ities, tas+s and resources re,uired to com%&ete t(e
%ro)ect and rea&ise t(e 'usiness 'ene$its out&ined in t(e Pro)ect -usiness .ase. * ty%ica&
Pro)ect P&an inc&udes/
* descri%tion o$ t(e ma)or %(ases underta+en to com%&ete t(e %ro)ect
* sc(edu&e o$ t(e acti#ities, tas+s, durations, de%endencies, resources and time$rames
* &isting o$ t(e assum%tions and constraints identi$ied during t(e %&anning %rocess.
o create a Pro)ect P&an, t(e $o&&owing ste%s are underta+en/
"eiterate t(e %ro)ect sco%e
0denti$y t(e %ro)ect mi&estones, %(ases, acti#ities and tas+s
1uanti$y t(e e$$ort re,uired $or eac( tas+
*&&ocate %ro)ect resource
.onstruct a %ro)ect sc(edu&e
2ist any %&anning de%endencies, assum%tions, constraints
Document t(e $orma& Pro)ect P&an $or a%%ro#a&.
When to use a Project Plan
*&t(oug( a summarised Pro)ect P&an is identi$ied ear&y in t(e Pro)ect Start3u% P(ase (wit(in
t(e -usiness .ase), a detai&ed Pro)ect P&an is not usua&&y created unti& t(e %ro)ect sco%e (as
'een $orma&&y de$ined (wit(in a Pro)ect .(arter) and t(e %ro)ect team a%%ointed. (e Pro)ect
P&an is com%&eted ear&y in t(e Pro)ect P&anning P(ase and is, ty%ica&&y, %rior to a 1ua&ity P&an
and t(e $orma&isation o$ a Su%%&ier4s contract. 5n&i+e ot(er documents in t(e Pro)ect
2i$ecyc&e, t(e Pro)ect P&an is re$erenced constant&y t(roug(out t(e %ro)ect. *s t(e %ro)ect is
underta+en, t(e Pro)ect Manager trac+s t(e %ercentage o$ tas+ com%&etion and t(e tas+
com%&etion date (actua& #s %&anned) to assess o#era&& %ro)ect %er$ormance. (ese statistics
are communicated to t(e Pro)ect S%onsor6-oard wit(in a regu&ar Pro)ect Status "e%ort.

How to use this template
(is document %ro#ides a guide on t(e to%ics usua&&y inc&uded in a Pro)ect P&an. Sections
may 'e added, remo#ed or rede$ined at your &eisure to meet your %articu&ar 'usiness
circumstance. 7!am%&e ta'&es, diagrams and c(arts (a#e 'een added (w(ere suita'&e) to
%ro#ide $urt(er guidance on (ow to com%&ete eac( re&e#ant section.
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1 Plannin, !asis
1.1 "cope
(#e activities and tas)s de"ined in t#e project plan must *e underta)en wit#in t#e scope o"
t#e project+ For t#is reason, reiterate t#e scope o" t#e project #ere as de"ined in t#e Pro)ect
.(arter+
1.# Milestones
- mi&estone is .a major event in t#e project/ and represents t#e completion o" a set o"
activities+ 01amples o" milestones include2
3usiness !ase approved
Feasi*ilit Stud approved
Project !#arter approved
Project (eam appointed
Project O""ice esta*lis#ed+
List and descri*e t#e )e project milestones wit#in t#e "ollowing ta*le2
Milestone Description Deliver Date
3usiness !ase
-pproved+
(#e 3usiness !ase #as *een documented
and was approved * t#e Project Sponsor+
114455
1.( P-ases
- %(ase is .a set o" activities w#ic# will *e underta)en to deliver a su*stantial portion o" t#e
overall project/+ 01amples include2
Project Initiation
Project Planning
Project 01ecution
Project !losure+
List and descri*e t#e major project p#ases wit#in t#e "ollowing ta*le+
Phase Description Se!uence
Project Initiation De"ining t#e project * developing a *usiness
case, "easi*ilit stud and Project !#arter as
well as recruiting t#e project team and
esta*lis#ing t#e project o""ice+
P#ase 6 %
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1.' Activities
-n acti#ity is .a set o" tas)s w#ic# are re7uired to *e underta)en to complete t#e project+8
01amples include2
Develop Qualit Plan
Formulate Supplier !ontracts
Per"orm Project !losure+
List and descri*e t#e major project activities wit#in t#e "ollowing ta*le+
Phase "ctivit Description Se!uence
Project
Planning
Develop
Qualit
Plan
Produce a document descri*ing Qualit
-ssurance and Qualit !ontrol and process
review activities to *e underta)en+
-"ter t#e Project Plan *ut
*e"ore t#e "ormulation o"
supplier contracts
1.* Tas.s
- 9tas+: is simpl an item o" wor) to *e completed wit#in t#e project+ List all tas)s re7uired to
underta)e eac# activit, wit#in t#e "ollowing ta*le2
Phase "ctivit Tas# Se!uence
Project
Planning
Develop
Qualit
Plan
Identi" Qualit (argets
Identi" Qualit -ssurance (ec#ni7ues
Identi" Qualit !ontrol (ec#ni7ues
Document Qualit Plan
%
st
&
nd
'
rd
;
t#
1./ E0ort
For eac# tas) listed a*ove, 7uanti" t#e li)el 9e""ort: re7uired to complete t#e tas)+
Tas# $ffort
Identi" Qualit (argets
Identi" Qualit -ssurance (ec#ni7ues
Identi" Qualit !ontrol (ec#ni7ues
Document Qualit Plan
no. days
no. days
no. days
no. days
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1.1 $esources
For eac# tas) identi"ied, list t#e resources allocated to complete t#e tas)+
Tas# Resource
Identi" Qualit (argets
Identi" Qualit -ssurance (ec#ni7ues
Identi" Qualit !ontrol (ec#ni7ues
Document Qualit Plan
name
name
name
name
# Pro2ect Plan
#.1 "c-e+ule
Provide a summarised sc#edule "or eac# o" t#e p#ases and activities wit#in t#e project+
Note2 Re"er to t#e -ppendi1 "or a detailed project sc#edule+
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ID (as) Name Duration
' INITI"TI%N &' (as
; Develop )usiness Case * (as
%< Perform +easibilit Stu( , (as
%= $stablish Terms of Reference * (as
&' "ppoint Project Team - (as
&> Set.up Project %ffice - (as
'' Perform Stage./ate % da
';
'? P0"NNIN/ *1 (as
'@ Create Project Plan 2 (as
;= Create Resource Plan , (as
?; Create +inancial Plan , (as
@% Create 3ualit Plan * (as
@= Create Ris# Plan ' (as
=? Create "cceptance Plan * (as
>% Create Communications Plan * (as
>= Create Procurement Plan * (as
A' Contract Suppliers ' (as
%<% Perform Stage./ate % da
%<&
%<' $4$C5TI%N , (as
%<; )uil( Deliverables - (as
%<A Monitoring an( Control * (as
%&& Perform Stage./ate % da
%&'
%&; C0%S5R$ 6 (as
%&? Perform Project Closure ' (as
%'& Revie7 Project Completion & (a
?4<% %&4<% %A4<% &@4<% &4<& A4<& %@4<& &'4<& %4<' >4<' %?4<' &&4<' &A4<'
ar Fe*ruar Marc# -pr
;
#.# Depen+encies
9Dependencies: are logical relations#ips *etween p#ases, activities or tas)s w#ic# in"luence
t#e wa t#at t#e project must *e underta)en+ Dependencies ma *e eit#er internal to t#e
project Be+g+ *etween project activitiesC or e1ternal to t#e project Be+g+ a dependenc *etween
a project activit and a *usiness activitC+ (#ere are "our tpes o" dependencies2
%+ Finis#DtoDstart (t(e item t(is acti#ity de%ends on must $inis( 'e$ore t(is acti#ity can start)
&+ Finis#DtoD"inis# (t(e item t(is acti#ity de%ends on must $inis( 'e$ore t(is acti#ity can
$inis()
'+ StartDtoDstart (t(e item t(is acti#ity de%ends on must start 'e$ore t(is acti#ity can start)
;+ StartDtoD"inis# (t(e item t(is acti#ity de%ends on must start 'e$ore t(is acti#ity can $inis().
List an )e project dependencies identi"ied * completing t#e "ollowing ta*le2
"ctivit Depen(s on Depen(enc Tpe
SetDup Project O""ice -ppoint Project (eam Finis#DtoDstart
In t#e e1ample given a*ove, t#e activit /-ppoint Project (eam/ must "inis# *e"ore activit
.SetDup Project O""ice/ can start+
#.( Assumptions
List an planning assumptions made+ For e1ample2
It is assumed t#at2
(#e project will not c#ange in scope
(#e resources identi"ied will *e availa*le upon re7uest
-pproved "unding will *e availa*le upon re7uest+
#.' Constraints
List an planning constraints identi"ied+ For e1ample2
(#e project must operate wit#in t#e "unding and resource allocations approved
(#e project team must deliver t#e so"tware wit# no re7uirement "or additional #ardware
Sta"" must complete t#e project wit#in normal wor)ing #ours+
( Appen+i3
-ttac# an documentation ou *elieve is relevant to t#e Project Plan+ For e1ample2
Detailed Project Sc#edule Blisting all project p#ases, activities and tas)sC
Ot#er documentation B3usiness !ase, Feasi*ilit Stud, Project !#arterC
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Ot#er relevant in"ormation or correspondence+
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