Project Starter Kit - Project Management Plan

v.1.
<Add your logo here>
Project Management Plan
<Project Name>
Your
Project Management Plan organization’s
<Project Name> logo here
Table of Contents
Table of Contents........................................................................................................................................1
Section 1. Project Management Plan Introduction....................................................................................6
1.1. Version History and Sign-off.......................................................................................................6
1.2. Purpose.......................................................................................................................................7
1.3. Authorization...............................................................................................................................8
2. SCOPE MANAGEMENT PLAN..........................................................................................................9
3.1. Project Scope Statement............................................................................................................9
3.1.1. Project Objectives...................................................................................................................9
3.1.2. Project Scope Boundaries......................................................................................................9
3.2. Work Breakdown Structure.........................................................................................................9
3.3. Expected Benefits.....................................................................................................................10
3.4. Key Project Assumptions..........................................................................................................10
3.5. Key Project Constraints............................................................................................................10
3.6. Key Project Dependencies.......................................................................................................11
3.7. Project Success Criteria...........................................................................................................11
3.8. Project Scope Management Approach.....................................................................................11
3.8.1. Scope Management Processes...........................................................................................11
3.8.2. Scope Management Standards & Procedures.....................................................................11
3.8.3. Scope Management Methods, Tools & Techniques............................................................11
4. SCHEDULE MANAGEMENT PLAN.................................................................................................12
4.1. Project Schedule Approach......................................................................................................12
4.1.1. Task Definition......................................................................................................................12
4.1.2. Estimate Level of Effort........................................................................................................12
4.1.3. Resource Allocation..............................................................................................................12
4.1.4. High-Level Timescale...........................................................................................................12
4.1.5. Determining Schedule Changes...........................................................................................13
4.1.6. Obtaining Agreement on Schedule Changes.......................................................................13
4.1.7. Managing Schedule Changes..............................................................................................13
4.1.8. Measuring & Reporting Schedule Performance...................................................................13
4.2. Project Schedule Management................................................................................................13
4.2.1. Schedule Management Processes.......................................................................................13
4.2.2. Schedule Management Standards & Procedures................................................................13
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4.2.3. Schedule Management Methods, Tools & Techniques.......................................................14

5. COST MANAGEMENT PLAN..........................................................................................................15
6. Project Cost Management Approach................................................................................................15
6.1.1. Cost Baseline........................................................................................................................15
6.1.2. Cost Status Reporting..........................................................................................................15
6.1.3. Invoicing................................................................................................................................15
6.2. Project Cost Management........................................................................................................15
6.2.1. Roles & Responsibilities.......................................................................................................15
6.2.2. Cost Management Processes..............................................................................................16
6.2.3. Cost Management Standards & Procedures........................................................................16
6.3. Cost Management Methods, Tools & Techniques...................................................................16
7. QUALITY MANAGEMENT PLAN.....................................................................................................17
7.1. Quality Management Approach................................................................................................17
7.1.1. Quality Planning...................................................................................................................17
7.1.2. Define Project Quality...........................................................................................................17
7.1.3. Measure Project Quality.......................................................................................................17
7.2. Quality Assurance & Quality Control........................................................................................17
7.2.1. Assessments, Reviews & Audits..........................................................................................17
7.2.2. Improve Project Quality........................................................................................................18
7.2.3. Quality Monitoring and Control.............................................................................................18
7.2.4. Corrective Actions................................................................................................................18
7.3. Quality Schedule.......................................................................................................................18
7.4. Project Quality Management....................................................................................................18
7.4.1.1. Roles and Responsibilities...............................................................................................18
7.4.1.2. Quality Management Processes......................................................................................18
7.4.2. Quality Management Standards & Procedures....................................................................19
7.4.3. Quality Management Methods, Tools & Techniques...........................................................19
8. HUMAN RESOURCES MANAGEMENT PLAN...............................................................................20
8.1. Project Governance..................................................................................................................20
8.1.1. Project Governance Structure..............................................................................................20
8.1.2. Project Management Team..................................................................................................20
8.2. Staffing Approach.....................................................................................................................21
8.2.1. Staff Required.......................................................................................................................21
8.2.2. Staff Orientation....................................................................................................................21
8.2.3. Staff Development................................................................................................................21
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8.2.4. Staff Transition on and off the Project Team........................................................................21

8.3. Project Human Resources Management.................................................................................22
8.3.1.1. Human Resources Management Processes...................................................................22
8.3.2. Human Resources Management Standards & Procedures.................................................22
8.3.3. Human Resources Management Methods, Tools & Techniques........................................22
9. COMMUNICATION MANAGEMENT PLAN.....................................................................................23
9.1. Communication Approach........................................................................................................23
9.1.1. Communication Items...........................................................................................................23
9.1.2. Communication Matrix..........................................................................................................23
9.1.3. Project Meetings...................................................................................................................24
9.1.4. Project Reporting..................................................................................................................24
9.2. Project Communication Management......................................................................................24
9.2.1. Communication Processes Management............................................................................24
9.2.2. Communication Management Standards & Procedures......................................................24
9.2.3. Communication Management Methods, Tools & Techniques.............................................24
10. STAKEHOLDER MANAGEMENT PLAN.....................................................................................25
10.1. Stakeholder Management Approach....................................................................................25
10.1.1. Stakeholder Identification.....................................................................................................25
10.1.2. Power vs Interest Matrix.......................................................................................................25
10.1.3. Stakeholder Engagement Planning......................................................................................26
10.1.4. Stakeholder Engagement Management...............................................................................26
10.1.5. Stakeholder Engagement Monitoring...................................................................................26
10.2. Project Stakeholder Management........................................................................................26
10.2.1. Stakeholder Management Processes Management............................................................26
10.2.2. Stakeholder Management Standards & Procedures............................................................26
10.2.3. Stakeholder Management Methods, Tools & Techniques...................................................26
11. RISK MANAGEMENT PLAN........................................................................................................27
11.1.1. Key Project Risks.................................................................................................................27
11.2. Risk Management Process..................................................................................................27
11.2.1. Risk Identification.................................................................................................................27
11.2.2. Qualitative Risk Assessment................................................................................................27
11.2.3. Quantitative Risk Assessment..............................................................................................29
11.2.4. Risk Mitigation Planning.......................................................................................................29
11.2.5. Risk Tracking........................................................................................................................29
11.2.6. Risk Closing..........................................................................................................................29
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11.2.7. Risk Contingency Budgeting................................................................................................29

11.3. Project Risk Management....................................................................................................29
11.3.1. Roles and Responsibilities...................................................................................................29
11.3.2. Risk Management Standards & Procedures........................................................................30
11.3.3. Risk Management Methods, Tools & Techniques...............................................................30
12. CONFIGURATION MANAGEMENT PLAN..................................................................................31
12.1. Configuration Management Administration..........................................................................31
12.1.1. Configuration Management Environment.............................................................................31
12.1.2. Configuration Identification...................................................................................................31
12.1.3. Naming Standard..................................................................................................................31
12.1.4. Baselines..............................................................................................................................31
12.1.5. Storage & Retention.............................................................................................................31
12.1.6. Configuration Control............................................................................................................32
12.1.7. Configuration Status Accounting..........................................................................................32
12.1.8. Configuration Audits.............................................................................................................32
12.2. Project Configuration Management......................................................................................32
12.2.2. Configuration Management Standards & Procedures.........................................................32
12.2.3. Configuration Management Methods, Tools & Techniques.................................................32
13. PROCUREMENT MANAGEMENT PLAN....................................................................................33
13.1. Project Procurement Approach............................................................................................33
13.1.1. Procurement Definition.........................................................................................................33
13.1.2. Procurement Process...........................................................................................................33
13.1.3. Contract Type.......................................................................................................................33
13.1.4. Procurement Risks...............................................................................................................33
13.1.5. Cost Determination...............................................................................................................33
13.1.6. Standardized Procurement Documentation.........................................................................34
13.1.7. Procurement Constraints......................................................................................................34
13.1.8. Contract Approval Process...................................................................................................34
13.1.9. Decision Criteria...................................................................................................................34
13.1.10. Vendor Management........................................................................................................34
13.1.11. Performance Metrics for Vendors....................................................................................34
13.2. Project Procurement Management.......................................................................................35
13.2.2. Procurement Management Standards & Procedures..........................................................35
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13.2.3. Procurement Management Methods, Tools & Techniques..................................................35

14. Appendix: Referenced Documents...............................................................................................36
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Section 1. Project Management Plan Introduction
1.1. Version History and Sign-off
Version Reason for Change Date of Approval Approver’s Name

1.0 Initial Draft dd/mm/yyyy Joe Bloggs
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1.2. Purpose
The Project Management Plan (PMP) is a formal, approved document that defines how the project is
going to be executed, monitored, and controlled. It is formed of subsidiary plans relating to each of the
project knowledge areas (e.g. scope management, cost management), which can be referred to in the
document or assembled into a single master document.
The PMP is developed in the Planning Phase by the Project Manager and provides detailed plans,
processes, and procedures for managing and controlling the life cycle activities of a specific project,
serving as the main reference for any element of the project team asking for guidance on the project. It
should offer a comprehensive view of the project, its performance baselines, guidance and clear state
ant tailoring applied to the relevant organizational standards (e.g. quality standards).
The PMP is a living document, subject to approval by the Project Sponsor/Board and formal
configuration control.
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1.3. Authorization
<List the names of the approvers of this Project Management Plan.>
Approver’s Name Job Title Approved on (Date) Signature
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2. SCOPE MANAGEMENT PLAN

The Scope Management Plan is the component of the Project Management Plan that describes how
the scope will be defined, developed, monitored, controlled and verified
3.1. Project Scope Statement

3.1.1. Project Objectives
<List here your project objectives.>
Project Objectives
3.1.2. Project Scope Boundaries

<Provide a high-level description of the features and functions that characterize the product, service, or
result that the project is meant to deliver. Explicitly state which areas of the organization (e.g.
departments, regions) are going to be covered by the project. Complement this description by
completing the table below, which sets the boundaries for the project scope, in this way reducing any
potential ambiguity.>
In Scope Out of Scope
3.2. Work Breakdown Structure

<List here the key deliverables and work packages that the project is required to produce to achieve the
stated objectives. Include which criteria will be used for their acceptance and sign-off as well as
estimated due date for completion. Add a graphical representation of the Work Breakdown Structure if
available.>
Deliverable Name Acceptance Criteria Due Date
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Deliverable Name Acceptance Criteria Due Date
3.3. Expected Benefits

<Outline the key benefits to be realised by the project.>
Project Benefits Unit of Measure
3.4. Key Project Assumptions

<Outline key project assumptions which can impact the project if proven false.>
ID Assumption Importance Impact if false
3.5. Key Project Constraints

<Outline key project constraints which can impact the timescale, budget, or performance of the
project.>
ID Constraint Area of Impact
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3.6. Key Project Dependencies

<Outline key project dependencies to and from other projects.>
ID Dependency Owner Impact Date
3.7. Project Success Criteria

<List the criteria on which the success of the project will be measured.>
ID Success Criteria
3.8. Project Scope Management Approach

3.8.1. Scope Management Processes
<Describe how the project scope will be managed, including how changes to the scope will be
addressed, and key roles and responsibilities.>
3.8.2. Scope Management Standards & Procedures

<Reference any organizational scope standards and procedures. Highlight any tailoring applied to
these as part of this project.>
3.8.3. Scope Management Methods, Tools & Techniques

<List any preferred scope methods, tools and techniques that are going to be used in this project. Note
any organizational tools and techniques which might be used by the project.
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4. SCHEDULE MANAGEMENT PLAN

The Schedule Management Plan describes how the Project Schedule will be established and managed.
4.1. Project Schedule Approach

4.1.1. Task Definition
<Describe the approach for defining tasks, including creating and/or refining the Work Breakdown
Structure (WBS), identifying durations, milestones, and dependencies, and determining the project
critical path.>
4.1.2. Estimate Level of Effort

<Describe the approach for estimating level of effort. This section should include any automated tools
used, historical data, factors, attributes, etc.>
4.1.3. Resource Allocation

<Describe the approach for allocating resources to tasks. If appropriate, refer to a separate Staffing
Management Plan, if one exists.>
4.1.4. High-Level Timescale

<Use the diagram below to identify your key phases. Use the table below to identify the significant
milestones or events in the project such as phases, stages, decision gates, or the approval of a
deliverable. Refer to a separate project schedule (e.g. in an enterprise project management tool), if
applicable.>
Phase 1 Phase 3
Phase 2
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Milestone Description Baseline Date
4.1.5. Determining Schedule Changes

<Describe how changes to the Project Schedule will be identified.>
4.1.6. Obtaining Agreement on Schedule Changes

<Describe how agreement from the appropriate stakeholders will be obtained for proposed changes to
the Project Schedule.>
4.1.7. Managing Schedule Changes

<Describe how changes to the Project Schedule will be managed. Include information regarding any
tracking system that will be used, the frequency of reviews of the schedule, approval levels necessary
for authorizing changes, variance analysis, and corrective actions.>
4.1.8. Measuring & Reporting Schedule Performance

<Describe how schedule performance will be measured and progress will be tracked. Include how often
the Project Schedule will be reviewed/updated and how progress (% complete) will be determined.>.
4.2. Project Schedule Management

4.2.1. Schedule Management Processes
<Provide a summary of how the project schedule will be managed, including key roles and
responsibilities.>
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4.2.2. Schedule Management Standards & Procedures

<Reference any organizational schedule standards and procedures. Highlight any tailoring applied to
these as part of this project.>
4.2.3. Schedule Management Methods, Tools & Techniques

<Describe the methods, tools and techniques tools that will be used to establish and store the master
Project Schedule and any related subordinate schedules (e.g., Microsoft Project, Clarity, etc.). Also
identify and describe any standard reports that will be used to measure and report the status of the
Project Schedule (e.g., Gantt chart, network diagram).
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5. COST MANAGEMENT PLAN

The Cost Management Plan is the outline of the project's estimation, allocation and control of costs for
the required resources to complete the project.
6. Project Cost Management Approach

6.1.1. Cost Baseline
<Identify what budget needs are anticipated, providing a rationale for each rubric. Additionally, outlines
the various sources of funding that will be used to support the project. Refer to additional
documentation where appropriate.>
Estimate Comment
Revenue
Capital
Total Budget
6.1.2. Cost Status Reporting

<Describe the requirements and procedures for cost status reporting. This should include specific
requirements for format of financial status reports, distribution, security, frequency, reviews, etc.>
6.1.3. Invoicing
<Describe the requirements and procedures for invoicing. This should include specific requirements for
format of invoices, distribution, security, frequency, quality assurance, etc.>
6.2. Project Cost Management

6.2.1. Roles & Responsibilities
<Identify key individuals responsible for cost management. Describe their responsibilities for activities
such as invoicing, financial management tracking, etc. If appropriate, include an organizational chart
illustrating the structure for the cost management organization.>
Name Role Responsibility
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6.2.2. Cost Management Processes

<Provide a summary of how the project budget/cost will be managed, including changes to the
baseline.>
6.2.3. Cost Management Standards & Procedures

<Reference any organizational cost standards and procedures. Highlight any tailoring applied to these
as part of this project.>
6.3. Cost Management Methods, Tools & Techniques

<Describe the overall approach for cost management of the project, including how costs will be
categorized, tracked, and reported. Describe the methods, processes, tools and techniques that will be
used for cost management, and how they will integrate with other project processes (e.g., contract
management, project monitoring and control, etc). Refer to additional documentation where
appropriate.>
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7. QUALITY MANAGEMENT PLAN

The Quality Management Plan determines quality policies and procedures relevant to the project for
both project deliverables and project processes, defining who is responsible for what, and documenting
the related processes for quality planning, assurance, and control.
7.1. Quality Management Approach

7.1.1. Quality Planning
<Identify which quality standards are relevant to the project and how to satisfy them. Identify and define
appropriate quality metrics, including the acceptance criteria for project deliverables and product
performance.>
7.1.2. Define Project Quality

<Identify quality standards and expectations for customers, the project, and the organization. Ensure
that the customer and project success criteria are clear.>
What is Quality? What is Success?
Customers
Project
Organization
7.1.3. Measure Project Quality

<Describe how quality will be determined and measured. Identify desired metrics and related
monitoring processes for which to measure quality standard. Additionally, define the methods of data
collection and archiving, and document timeframe for measurement and metrics reporting.>
7.2. Quality Assurance & Quality Control

7.2.1. Assessments, Reviews & Audits
<Identify the product reviews, process audits, and other assessments that will be conducted during the
project’s life cycle to ensure quality objectives and standards are met by completing the below.>
Quality Review Type Frequency Triggering Event Roles Involved
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7.2.2. Improve Project Quality

<Analyze quality data, document opportunities for improvement and apply what was learned from
quality analysis to eliminate gaps between current and desired levels of performance.>
7.2.3. Quality Monitoring and Control

<Identify the monitoring and controlling actions that will be conducted to control quality throughout the
project’s life.>
7.2.4. Corrective Actions

<Describe the process and procedures by which anomalies and problems will be recorded, tracked,
resolved, and reported. Also, describe how corrective actions will be identified and communicated to
the project team and stakeholders, how corrective action plans will be monitored, and who is
responsible for assigning and executing these actions.>
7.3. Quality Schedule

<Provide a schedule of quality reviews and other quality activities planned for the project and/or refer to
relevant additional documentation. Ensure that this information is appropriately integrated into the
overall Project Schedule.>
7.4. Project Quality Management

7.4.1.1. Roles and Responsibilities
<Describe the primary roles and responsibilities of the project team as it relates to Quality Management
for the project. Indicate responsibilities for activities such as mentoring or coaching, auditing work
products, auditing processes, participating in project reviews, etc. If appropriate, include an
organizational chart illustrating the structure for the quality management organization.>
7.4.1.2. Quality Management Processes

<Provide a summary of how the project quality will be managed, including changes to the baseline.>
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7.4.2. Quality Management Standards & Procedures

7.4.3. Quality Management Methods, Tools & Techniques

<Describe the methods, processes, tools and techniques that will be used for quality management, and
how they will integrate with other project processes (e.g., contract management, project monitoring and
control, risk management, etc.).>
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8. HUMAN RESOURCES MANAGEMENT PLAN

The Human Resources Management Plan documents when team members are added, managed,
controlled, and released from the project. It also identifies and documents the project roles,
responsibilities, and required skills.
8.1. Project Governance

8.1.1. Project Governance Structure
<Use the diagram below to illustrate the project governance structure, that is, which governance bodies
and layers of governance will be involved in the project (e.g. project board, steering committees).
Organizational Level
Strategic Level
Project Level
8.1.2. Project Management Team

<Identify who will be the members of the project management team as well as their role and main
contact.>
Name Role Contact
Project Sponsor
Project Manager
Project Assurance
<Role>
<Role>
<Role>
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8.2. Staffing Approach

8.2.1. Staff Required
<Present a detailed breakdown of the staff requirements by role needed to achieve the project
objectives and execute the project. Describe how staffing needs will be managed throughout the
project.>
Role Skills Required Number of Staff Assignment Duration

Required Start Date Required
8.2.2. Staff Orientation

<Describe any information, forms, processes, or procedures that new staff must receive and/or
complete prior to beginning work on the project (e.g., project travel policy, PPM tool access and
guidance)>
8.2.3. Staff Development

<Identify staff training needs to ensure that necessary skill levels are available to successfully conduct
the project.>
Role Training Required Training Method Anticipated Potential
Cost Vendors
8.2.4. Staff Transition on and off the Project Team

<Describe the approach to allocating staff between each project lifecycle phase, and when and how
staff will be transitioned on and off the project team.>
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8.3. Project Human Resources Management

8.3.1.1. Human Resources Management Processes
<Provide a summary of how the project human resources will be managed, including key roles and
responsibilities.>
8.3.2. Human Resources Management Standards & Procedures

8.3.3. Human Resources Management Methods, Tools & Techniques

<Describe the methods, processes, tools and techniques that will be used for staff management, and
how they will integrate with other project processes (e.g., schedule management, contract
management).>
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9. COMMUNICATION MANAGEMENT PLAN

The Communications Management Plan defines the project’s structure and methods of information
collection, screening, formatting, and distribution of project information. The overall objective of a
Communications Management Plan is to promote the success of a project by meeting the information
needs of project stakeholders.
9.1. Communication Approach

9.1.1. Communication Items
<Describe the approach for identifying communication items and list these communication items per
stakeholder group:>
Stakeholder Communication Frequency Vehicle Owner
Group Required
9.1.2. Communication Matrix

<Present the project Communication Matrix, which should clearly state which communication channels
are allowed between the project team and other project stakeholders. Note the example provided
below:>
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9.1.3. Project Meetings

<Insert the project meeting schedule or provide a reference to where it is stored.>
Meeting Purpose Frequency Chair Participants
9.1.4. Project Reporting

<Insert the project reporting schedule or provide a reference to where it is stored.>
Report Purpose Frequency Owner Distribution List
9.2. Project Communication Management

9.2.1. Communication Processes Management
<Describe how project communications will be managed, including how changes to the Communication
Matrix will be managed. Include processes for vetting communication messages and products, if
necessary.>
9.2.2. Communication Management Standards & Procedures

<Reference any organizational communication standards and procedures. Highlight any tailoring
applied to these as part of this project.>
9.2.3. Communication Management Methods, Tools & Techniques

<List any preferred methods, tools and techniques that are going to be used in this project. Note any
organizational tools and techniques which might be used by the project (e.g. newsletters).
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10. STAKEHOLDER MANAGEMENT PLAN

The Stakeholder Management Plan details the project’s activities related to engaging stakeholders and
making the most effective use of their participation.>
10.1. Stakeholder Management Approach

10.1.1. Stakeholder Identification
<Describe the roles and interests, involvement, interest and power, and potential impact of each
stakeholder groups on project success. Also, specify how the identification of new stakeholders will be
accomplished throughout the project, including methods used (e.g. stakeholder interviews).>
Stakeholder Role on the Level of Level of Level of Engagement

Group Project Involvement Interest Impact Strategy
10.1.2. Power vs Interest Matrix

<Plot each of the stakeholder groups onto the Power vs Interest matrix. Note the example provided
below.>
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10.1.3. Stakeholder Engagement Planning

<Describe the planning of stakeholder engagement process, including roles and responsibilities. List
each stakeholder group and place a “C” for their current level of engagement and “D” in the column of
their desired level of engagement:>
Stakeholder Unaware Resistant Neutral Supportive Leading
Group
10.1.4. Stakeholder Engagement Management

<Describe the strategies and activities that will occur in the stakeholder engagement management
process, including their ownership.>
10.1.5. Stakeholder Engagement Monitoring

<Describe how will the monitoring of stakeholder engagement be addressed by this project. Cleary
describe how the Stakeholder Register and other tools, processes, and related procedures are going to
be updated.>
10.2. Project Stakeholder Management

10.2.1. Stakeholder Management Processes Management
<Provide a summary of how project stakeholder management will be addressed.>
10.2.2. Stakeholder Management Standards & Procedures

<Reference any organizational stakeholder management standards and procedures. Highlight any
tailoring applied to these as part of this project.>
10.2.3. Stakeholder Management Methods, Tools & Techniques

<List any preferred tools and techniques that are going to be used in this project. Note any
organizational tools and techniques which might be used by the project (e.g. stakeholder
questionnaires).>
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11. RISK MANAGEMENT PLAN

The project Risk Management Plan described how risks are going to be identified, assessed, mitigated,
monitored and closed in the project. It also clarifies roles and responsibilities and described the related
risk tools and techniques to be used in the project.
11.1.1. Key Project Risks

<Outline the initial key project risks which can impact the project if they materialize. Provide a complete
view of these risks in the project Risk Register.>
ID Risk Probability Impact Mitigation Actions
11.2. Risk Management Process

11.2.1. Risk Identification
<Describe the process for risk identification, including who is responsible for the identification of risks,
what methods will be used to support the identification, as well as where, how, and when will new risks
be recorded. Refer to the project Risk Register as needed.>
11.2.2. Qualitative Risk Assessment

<Describe the process for the qualitative analysis of risks, including the scale in use for probability,
impact, and proximity, as well as the risk exposure ratings. Refer to the organizational risk procedures
and scales as needed. Consider the examples below.>
Risk Exposure Rating:

Risk Exposure Rating Description Color Code
Unacceptable. Major disruption likely; different approach required;
HIGH (H) Red
priority management attention required.
Some disruption; different approach may be required; additional
MODERATE (M) Yellow
management attention may be needed.
Minimum impact; minimum oversight needed to ensure risk remains
LOW (L) Green
low.
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Probability:
Rating Value Assigned Probability of Occurrence
Near Certainty 0.90 ~90%
Highly Likely 0.70 ~70%
Likely 0.50 ~50%
Low Likelihood 0.30 ~30%
Not Likely 0.10 ~10%
Impact:
Value
Rating Program Impact Technical Impact Cost Impact Schedule Impact
Assigned
Remedy will cause Performance goals met, no Program budget not dependent on issue; Schedule not dependent on this issue;
program disruption impact on program success no impact on program success; no impact on program success;
Marginal 0.05 development or production cost goals development schedule goals not
not exceeded or dependent on this issue exceeded or not dependent on the
issue
Shorts a significant Performance below goal, but Program budget impacted by < 1%; minor Non-critical path activities late;
mission need within acceptable limits. No impact on program success; development workarounds would avoid impact on
changes required, acceptable or production cost goals exceeded by 1 - key and non-key program milestones;
Significant 0.10
alternatives exist, minor impact 5%; program management resources do minor impact on program success,
on program success not need to be used to implement development schedule goals exceeded
workarounds by 1-5%
Shorts a critical mission Performance below goal, Program budget impacted by 1 - 5%; Critical path activities one month late;
need moderate changes required, limited impact on program success; workarounds would not meet program
alternative would provide development or production cost goals milestones; program success in doubt;
Serious 0.20
acceptable system exceeded by 5 - 15%; program development schedule goals exceeded
performance, limited impact management reserves do not need to be by 5-10%
on program success used to implement workarounds
Potentially fails key Performance unacceptable; Program budget impacted by 5-10%; Critical path activities one month late;
performance significant changes required; program success in doubt; development workarounds would not meet program
Very Serious 0.40 parameter possible alternatives may exist; or production cost goals exceeded by 15- milestones; program success in doubt;
program success in doubt 20%; program management reserves development schedule goals exceed by
must be used to implement workarounds 10 -15%
Jeopardizes an exit Performance unacceptable; no Program budget impacted by 10%; Key program milestones would be late
criterion of current viable alternatives exist; program success jeopardized; by more than 2 months; program
Catastrophic 0.80
acquisition phase program success jeopardized development or production cost goals success jeopardized; development
exceeded by 20 - 25% schedule goals exceeded by 20%
Proximity:
Proximity Levels Description
Within the Stage The risk is expected to cause an impact in the current project stage
The risk is expected to cause an impact in the project but is outside the
Within the Project
current stage
The risk is expected to cause an impact in the objectives/benefits of the
Outside the Project
project, post-project implementation
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11.2.3. Quantitative Risk Assessment

<Describe the process regarding the quantitative analysis of risks, that is, how the financial impact of
the risk will be assigned, assessed, monitored, and mitigated. Refer to any organizational risk
management procedures as applicable.>
11.2.4. Risk Mitigation Planning

<Describe the process for risk mitigation planning, including the risk mitigation responses and how
these are expected to be implemented. Refer to any organizational risk management procedures as
applicable.>
11.2.5. Risk Tracking

<Describe the methods and metrics that will be used to track the project’s risk status throughout the
lifecycle as well as how this status will be reported to the stakeholders/ management.>
11.2.6. Risk Closing

<List the criteria when a risk can be closed and state who has the authority to close a risk.>
11.2.7. Risk Contingency Budgeting

<Should a risk contingency budget have been allocated for risk management activities, state here,
clearly defining how access to that budget will be triggered, tracked, and reported on.>
11.3. Project Risk Management

11.3.1. Roles and Responsibilities
<Describe the primary roles and responsibilities of the project team as it relates to Risk Management
for the project. Indicate responsibilities for activities such as identifying risks, updating risk registers,
implementing mitigation actions, etc. If appropriate, include an organizational chart illustrating the
structure for the risk management organization.>
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11.3.2. Risk Management Standards & Procedures

<Reference any organizational risk management standards and procedures. Highlight any tailoring
applied to these as part of this project.>
11.3.3. Risk Management Methods, Tools & Techniques

<Describe which methods, tools and techniques will be used to support the risk management
processes. Should there be organizational standards in this regard, please state them here, including
any tailoring made as part of this project.>
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12. CONFIGURATION MANAGEMENT PLAN

The project Configuration Management Plan covers the project approach for the identification,
baselining, tracking, storage and distribution of configuration items in the project. It also describes the
related configuration management processes and key roles and responsibilities.
12.1. Configuration Management Administration

12.1.1. Configuration Management Environment
<Describe the technical architecture, setup, and maintenance of the Configuration Management
environment. Refer to technical documentation where appropriate.>
12.1.2. Configuration Identification

<Describe the process for identifying and documenting the items that are to be placed under
configuration control.>
12.1.3. Naming Standard

<Describe the standard convention to be followed for uniquely naming configuration items.>
12.1.4. Baselines
<Identify and describe the types of configuration baselines that will be established for the project (e.g.
functional, product, management) which reside outside this document.>
12.1.5. Storage & Retention

<Describe how the configuration items are to be retained and recorded in the project inventory (e.g.,
online, offline, media type, and format). Refer to any organizational standards and procedures as
applicable.>
Configuration Item Storage Retention
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12.1.6. Configuration Control

<Identify when configuration items will be placed under configuration control. Identify and briefly
describe the control mechanisms that will be used for establishing baselines and ensure appropriate
change control to those configuration items.>
12.1.7. Configuration Status Accounting

<Describe the process for recording and reporting information needed to maintain the integrity and
traceability of controlled configuration items and associated documentation throughout the project.>
12.1.8. Configuration Audits

<Describe the process for performing internal and external configuration audits of identified and
controlled configuration items.>
12.2. Project Configuration Management

<Identify key individuals responsible for configuration management. Describe their responsibilities for
activities such as configuration identification, configuration control, configuration auditing/reporting, etc
for software, hardware, and documentation. If appropriate, include an organizational chart to illustrate
the different roles and responsibilities.>
12.2.2. Configuration Management Standards & Procedures

<Reference any organizational configuration management standards and procedures. Highlight any
12.2.3. Configuration Management Methods, Tools & Techniques

<Describe the methods, processes, tools and techniques that will be used for configuration
management, and how they will integrate with other project processes (e.g. change management,
quality management, contract management, etc.).>
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13. PROCUREMENT MANAGEMENT PLAN

The project Procurement Management Plan defines the procurement requirements for the project and
how it will be managed from developing procurement documentation through contract closure.
13.1. Project Procurement Approach

13.1.1. Procurement Definition
<Describe, in specific terms, what items will be procured, their justifications and related timescale
conditions that must be met. Any important technical information should also be included.>
Item Justification Needed By
13.1.2. Procurement Process

Outline the procurement process to be used, including the need for a Request for Quote (RFQ),
Request for Proposal (RFP) or a Request for Bid (RFB).>
13.1.3. Contract Type

<Describe the type of contract to be used (e.g. fixed-price, time and materials), including clauses
specific to the project, so the contracts and procurement department can proceed accordingly.>
13.1.4. Procurement Risks

<Describe how risks related specifically to procurement activities will be managed. Refer to the Risk
Management Plan where applicable.>
13.1.5. Cost Determination

<Describe how costs will be determined and if/how they will be used as part of the selection criteria of
vendors.>
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13.1.6. Standardized Procurement Documentation

<Describe what standard procurement documentation will be used as part of the procurement. Refer to
organizational standards where needed.>
13.1.7. Procurement Constraints

<Describe any constraints which must be considered as part of the project’s procurement management
process. These constraints may be related to schedule, cost, and scope, resources, technology, or
buyer/seller relationships.>
13.1.8. Contract Approval Process

<Define the process through which contracts must be approved.>
13.1.9. Decision Criteria

<Define the criteria used by the contract review board to decide on what contract(s) to award>
Decision Criteria Acceptable Range Weight
13.1.10. Vendor Management

<Describe the roles and actions the project team and purchasing and contracts department will take to
ensure that the selected vendors provide all of the products/services agreed upon and that the
appropriate levels of quality are maintained.>
13.1.11. Performance Metrics for Vendors

<Describe the metrics to be used for procurement activities associated with the project. Note the
example below.>
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Support
Product On Time On Budget Documentat Transaction
Vendor post-
Quality Delivery Delivery ion Quality al Efficiency
delivery
1 – Unsatisfactory
2 – Acceptable
3 – Exceptional
13.2. Project Procurement Management

<Identify key individuals responsible for procurement management. If appropriate, include an
organizational chart to illustrate the different roles and responsibilities.>
13.2.2. Procurement Management Standards & Procedures

<Reference any organizational procurement management standards and procedures. Highlight any
13.2.3. Procurement Management Methods, Tools & Techniques

<Describe the methods, processes, tools and techniques that will be used for procurement
management, and how they will integrate with other project processes (e.g. change management,
quality management, scope management, etc.).>
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Your
14. Appendix: Referenced Documents

Summarize the relationship of this document to other relevant documents. Provide identifying
information for all documents used to arrive at and/or referenced within this document (e.g., related
and/or companion documents, prerequisite documents, relevant technical documentation, etc.).
Document Name Document Location / URL Latest Version
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Project Management Plan

4.2.3. Schedule Management Methods, Tools & Techniques.......................................................14

8.2.4. Staff Transition on and off the Project Team........................................................................21

11.2.7. Risk Contingency Budgeting................................................................................................29

13.2.3. Procurement Management Methods, Tools & Techniques..................................................35

Section 1. Project Management Plan Introduction

1.1. Version History and Sign-off

Version Reason for Change Date of Approval Approver’s Name

2. SCOPE MANAGEMENT PLAN

3.1. Project Scope Statement

3.1.2. Project Scope Boundaries

3.2. Work Breakdown Structure

Deliverable Name Acceptance Criteria Due Date

3.3. Expected Benefits

3.4. Key Project Assumptions

3.5. Key Project Constraints

3.6. Key Project Dependencies

3.7. Project Success Criteria

3.8. Project Scope Management Approach

3.8.2. Scope Management Standards & Procedures

3.8.3. Scope Management Methods, Tools & Techniques

4. SCHEDULE MANAGEMENT PLAN

4.1. Project Schedule Approach

4.1.2. Estimate Level of Effort

4.1.3. Resource Allocation

4.1.4. High-Level Timescale

Milestone Description Baseline Date

4.1.5. Determining Schedule Changes

4.1.6. Obtaining Agreement on Schedule Changes

4.1.7. Managing Schedule Changes

4.1.8. Measuring & Reporting Schedule Performance

4.2. Project Schedule Management

4.2.2. Schedule Management Standards & Procedures

4.2.3. Schedule Management Methods, Tools & Techniques

5. COST MANAGEMENT PLAN

6. Project Cost Management Approach

6.1.2. Cost Status Reporting

6.2. Project Cost Management

6.2.2. Cost Management Processes

6.2.3. Cost Management Standards & Procedures

6.3. Cost Management Methods, Tools & Techniques

7. QUALITY MANAGEMENT PLAN

7.1. Quality Management Approach

7.1.2. Define Project Quality

7.1.3. Measure Project Quality

7.2. Quality Assurance & Quality Control

7.2.2. Improve Project Quality

7.2.3. Quality Monitoring and Control

7.2.4. Corrective Actions

7.3. Quality Schedule

7.4. Project Quality Management

7.4.1.2. Quality Management Processes

7.4.2. Quality Management Standards & Procedures

7.4.3. Quality Management Methods, Tools & Techniques

8. HUMAN RESOURCES MANAGEMENT PLAN

8.1. Project Governance

8.1.2. Project Management Team

8.2. Staffing Approach

Role Skills Required Number of Staff Assignment Duration

8.2.2. Staff Orientation

8.2.3. Staff Development

8.2.4. Staff Transition on and off the Project Team