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Project Management Plan Template: Italic Red Italic Red
Project Management Plan Template: Italic Red Italic Red
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(Agency)
(Project)
Project Management Plan
Version: (n)
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Date: (mm/dd/yyyy)
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Revision Date
08/20/04
Description of Change
Initial Document
Author
A. Cutler
2. Distribution
Recipient Name
3.
Recipient Organization
Distribution Method
Plan Approvers
Identify the plan approvers. List the name, signature and date the plan was approved.
Approver Name
Approver Signature
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Approval
Date
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Approval Group
Represented
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Approver Signature
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Approval
Date
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Approval Group
Represented
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TABLE OF CONTENTS
1.
Executive Summary
1.1
Project Overview
1.2
Scope
1.3
Out Of Scope
1.4
Project Deliverables
1.5
Project Management Plan Updates
1.6
Definitions and Acronyms
2. Project Organization
2.1
Organizational Structure
2.2
Organizational Boundaries and Interfaces
2.3
Roles & Responsibilities
3. Management Process
3.1
Assumptions, Dependencies, and Constraints
3.2
Risk Management
3.3
Monitoring and Control Mechanisms
3.4
Staffing Plan
3.5
Communication Plan
3.6
Escalation Procedures
4. Technical Process
4.1
Methods, Tools, and Techniques
4.2
Architecture Plan
4.3
Software Documentation
4.4
Hardware Documentation
4.5
Security
4.6
Project Support Functions
5. Work Packages, Schedules, and Budget
5.1
Work Packages
5.2
Dependencies
5.3
Resource Requirements
5.4
Budget Requirements
5.5
Budget and Resource Allocation
5.6
Schedule
6. Project Success Criteria
6.1
Network Diagram
6.2
Project Milestones
6.3
Approval Process
6.4
Acceptance Criteria
6.5
Critical Success Factors
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Executive Summary
The Executive Summary of the Project Management Plan provides an overview of the
project and the product, a list of deliverables, reference material, and agency definitions and
acronyms used throughout the Life Cycle of the project.
Project Overview
Provide a concise summary of the project objectives, scope, out of scope, the
product to be delivered, major work activities, major work products, major
milestones, required resources, and master high-level schedules and budget
requirements. The Project Overview describes the relationship of this project to the
agency mission, other projects, and business impact.
Scope
Define the work that must be completed to deliver the product or service with the
specified features and functions.
Example 1: Modifications to software as stated in the requirements document
approved on 99/99/99.
Example 2: This is a new web application requiring hosting at XXX agency.
Out Of Scope
Define the work outside of this project.
Example 1: External interface modifications will not be part of this project but will
be addressed with future projects.
Example 2: This project is already being hosted by XXX agency and does not havee
any additional hosting requirements.
Project Deliverables
Below is a list of artifacts to be delivered to the customer or delivered to the EPMO
for project certification.
Based upon the size of your project (small, medium, or large) you will decide which
artifacts are relevant to your project Not all projects will create all of the artifacts
listed. If you have additional items, add them to the list. Mark the column
appropriately to indicate if your project will or will not be producing the artifact.
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ARTIFACT
Yes / No
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ARTIFACT
Yes / No
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Project Organization
Describes the project organizational structure, identifies organizational boundaries and
interfaces, and defines individual responsibilities for the various project elements.
Organizational Structure
Describes the internal management structure of the project. Graphical devices such
as hierarchical organization charts or matrix diagrams may be used to depict the
lines of authority, responsibility, and lines of communications within the project.
Show an organizational chart for each agency, team, or consultants involved with
the project.
"Roles &
"RACI Template
Res pons ibilities Template20040722.xls
20040722.doc"
"
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Management Process
This section describes project assumptions, dependencies, and constraints, risk
management techniques, monitoring and control practices, staffing plan, communication
plan, and escalation procedures.
XXX
Dependencies
XXX
Constraints
XXX
Risk Management
Identify and assess the risk factors associated with the project. Describe the
prescribed mechanisms for tracking the various risk factors (e.g., Self-Assessment
and risk statistical analysis (RAMP) and implementing contingency plans. Risk
factors that should be considered include contractual risk, technology risk, size and
complexity risks, personnel acquisition and retention risks, and risks to achieving
customer acceptance of the product.
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Staffing Plan
Specify the numbers and types of personnel required to conduct the project. (This
includes staffing requirements from your team, vendors, contractors or outside
agencies if the information is obtainable.)
Communication Plan
Describe the communication plan to be used during the project. Also describe the
frequency of planned meetings needed for the project. An example of a
Communication Plan, Meeting Minutes document, Issue Log, Status Report &
Sign in Sheet are listed below. Describe how these and other documents will be
used to properly communicate meetings, report distributions, issues, risk
management and project status to various people associated with the project.
"Communication Plan "Meeting Minutes "Is s ue Log Template "Weekly Project
Template 2004.08.27.doc"
Template 20040722.doc"
20040722.xls " Status Report Template 20040722.doc"
"Sign In Sheet
Template 2004.08.20.doc"
Escalation Procedures
Describe the escalation procedures to be used during the project.
Technical Process
Describes the technical methods, tools, and techniques to be used on the project. In
addition, the plan for software documentation shall be specified, and plans for project
support functions such as quality assurance, configuration management, and verification
and validation shall be identified.
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Architecture Plan
Reference the Architecture Plan by specifying or attaching a copy of the
Architecture Plan document.
Software Documentation
Specify directly, or by reference, the documentation plan for the software portion of
the project. The documentation plan shall specify configuration management and
version control requirements along with storage and media requirements.
Hardware Documentation
Specify the hardware needed to support the application in production.
Security
Specify security requirements needed to support the application. Also specify
security requirements needed to access the application.
Configuration management,
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Work Packages
This subsection will define the work packages (work breakdown structure (WBS))
for the activities and tasks that must be completed in order to satisfy the project
agreement. Each work package must be uniquely identified; identification may be
based on a numbering scheme and descriptive title. A diagram depicting the
breakdown of activities (Gantt Chart) may be used to depict a hierarchical
relationship among work packages.
Dependencies
This section will state the ordering relations among work packages to account for
interdependencies among them and dependencies on external events. Techniques
such as dependency lists, activity networks, and the critical path method may be
used to depict dependencies among work packages.
Resource Requirements
Identifies, as a function of time, estimates of total resources required to complete
the project. Numbers and types of personnel, computer time, hardware, software,
office facilities, travel, training, and maintenance requirements are typical
resources that should be specified.
Budget Requirements
Identifies, as a function of time, estimates of total budget dollars required to
complete the project.
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Schedule
Specify the schedule for the various project functions, activities, and tasks, taking
into account the precedent relations and the required milestone dates. Schedules
may be expressed in absolute calendar time or in increments relative to key project
milestones.
Network Diagram
This subsection will define the project network diagram, including the critical path.
The network diagram may be included as an Appendix.
Project Milestones
This section will identify the project milestones. A milestone is a clearly identifiable
point in time that summarizes the completion of a related or important set of tasks
(e.g., design, testing). Milestones are commonly used as a reference point or
summary of important events in a project.
Approval Process
Identifies the management process for obtaining approval of project deliverables,
as well as any "go" / "no-go" decision points in the project. This should also
include any approvals needed from anyone outside the agency or group. The
approval process should also outline the gate decision process for the "go" / "nogo" decision points in the project.
Acceptance Criteria
Identifies the customer acceptance criteria for project implementation.
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Test Strategy
This section will describe how Unit Testing, Functional Testing, System Testing, User
Acceptance Testing, Regression Testing, and Performance / Scalability Testing will be
accomplished. The test strategy should also include Data Verification.
Unit Testing
Functional Testing
System Testing
User Acceptance Testing
Regression Testing
Performance / Scalability Testing
Data Verification
Deployment Plan
This section will describe how the product will be deployed into production.
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Training Plans
This section will describe
Procurement Plans
This section will describe how hardware, software, license, or any components will be
procured for the project. The items may be procured by purchase, leased, or borrowed.
Additional Components
Certain additional components may be required. These may be included by appending
additional sections to the Project Management Plan. Additional items of importance
may include subcontractor management plans and SLAs.
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Glossary of Terms
(AN INDEX OR GLOSSARY OF TERMS OR ACRONYMS, USED THROUGHOUT THE PROJECT MANAGEMENT PLAN IS
OPTIONAL BUT RECOMMENDED TO IMPROVE USABILITY AND PROVIDE DEFINITIONS OF COMMON TERMS USED
THROUGHOUT THE SYSTEM DEVELOPMENT LIFE CYCLE.)
A
Acceptance Criteria The list of requirements that must be satisfied prior to the customer
accepting delivery of the product.
Acceptance Test Formal user performed testing performed prior to accepting the system
(sometimes called client acceptance test or user acceptance test).
Acquisition Generic term for hardware, software, or services acquired from an outside
vendor or contractor.
Action Plan - A plan that describes what needs to be done and when it needs to be completed.
Project Management Plans are action plans.
Activity - A specific project task, or group of tasks, that require resources and time to complete.
Adaptive System Describes software that has flexibility as the primary design point.
Application Generic term for a program, or system, that handles a specific business function.
Application Software A complete, self-contained program that can perform work for a user.
This is in contrast to system software such as an operating system, server processes, and
libraries that exist in support of application software.
Approval Cycle Process of gaining funding and management approval prior to project
initiation.
Architecture Imposes order and makes interconnections possible. Generally defined as an
intermediate step between initial requirements and business functional specifications during
which the entire complex of hardware, software, and design considerations are viewed as a
whole. Refers to a blueprint for evolving a technical infrastructure.
Assessment A general term for the formal management review of a process.
Audit - A formal and detailed examination of the progress, costs, operations, results, or some
other aspect of a project or system performed by an independent party.
Availability The portion of time that a system that is scheduled to operate actually can be
used as expected.
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* Definitions were extracted from Assessment and Control of Software Risks by Capers
Jones (1994); Managing Software Development Projects (Second edition) by Neal Whitten
(1995); IEEE Standards Collection: Software Engineering (1997 Edition); Best Practices in
IT Architecture Planning and Implementation by Larry DeBoever; Essential Client/Server
Survival Guide by Robert Orfali; and The Complete Idiot's Guide to Project Management by
Sunny and Kim Baker.
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10. APPENDICES
Appendices may be included, either directly or by reference, to provide supporting details
that could aid in the understanding of the Project Management Plan.
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