Project Plan Template
Instructions
Complete the sections below. An explanation of content to add in each section is provided in italics. You may remove these instructions as you add your content.
Section 1: Summary
Define the purpose, scope, and objectives of the project and its delivered products. Briefly state the business needs to be satisfied and the methods by which satisfaction of those needs will be determined.
Define the criteria by which key stakeholders will judge how successful the project is. State the relationship of this project to other projects and the integration of this product with other products.
Section 2: Phasing
Include the project timeline based on the phases listed below. You may use a Gantt Chart or any other visuals to depict the timeline.
• Phase I: Scoping and Planning
• Phase II: Order/Install Equipment
• Phase III: Install/Test Software
• Phase IV: Conduct Hardware/Software Testing
• Phase V: Conduct Training
• Phase VI: Implementation and Roll out
• Phase VII: Evaluation and Post Implementation
Section 3: Schedule – Milestones
List the major items to be delivered to the customers, subcontractors, integrators, or other parties. As appropriate, list the deliverables, their recipients, interim and final delivery dates, and delivery method.
Section 4: Resources
This section specifies the plan for acquiring the resources and personnel needed to successfully complete the project. Specify the points in the project schedule when the various acquisition activities will be needed. List any constraints, such as contention for shared resources (e.g., test facilities). Address any known resource issues. Include both human and non-human resources (stakeholders). Non-human resources include computers, operating systems, databases, software, network, tools for test, technical and user documentation.
You may divide the resources into three different phases.
1. Development
2. Test
3. Production
Section 5: Organization
List the major project team roles and the individuals who will fill these roles, along with the specific responsibilities those individuals will have. Identify the organizational units or project team roles that are responsible for all major work activities and supporting processes.
Section 6: Change Management
Effective change management is critical to project success. Change management concerns changes to the project scope and to all baselines and milestones. Change can affect budget, schedule, quality of work, human resource requirements, and risks. By monitoring and controlling change, you give your projects more opportunities to succeed.
Briefly define your change management strategy and plan. You may use Kotter’s eight-stage model plan as guidelines to help your organization to succeed at implementing change.
Section 7: Risk Management
This section specifies the plan for identifying, analyzing, prioritizing, and controlling project risks. Document the risks in a separate risk list (possibly an appendix to this Plan), not in this section. A large project should create a separate risk management plan. Identify the risk management tasks to be performed, who is responsible for each, and the target date for completion of each task.
Appendix
Use this section for any supplementary information. Add additional appendices as needed.
