PROJECT MANAGEMENT APPROACH

PROJECT SCOPE

MILESTONE LIST

Milestone Description

SCHEDULE BASELINE AND WORK BREAKDOWN STRUCTURE

CHANGE MANAGEMENT PLAN
< Replace this section with the words: TO BE DETERMINED.
Normally you would replace this section by describing the change control process. Ideally, this process will be some type of organizational standard which is repeatable and done on most or all projects when a change is necessary.
• Changes to any project must be carefully considered and the impact of the change must be clear in order to make any type of approval decisions. Many organizations have change control boards (CCBs) which review proposed changes and either approve or deny them. This is an effective way to provide oversight and ensure adequate feedback and review of the change is obtained.
• This section should also identify who has approval authority for changes to the project, who submits the changes, how they are tracked and monitored.

For complex or large projects, the Change Management Plan may be included as an appendix to the Project Management Plan or as a separate, stand-alone document. A detailed Change Management Plan template is available at ProjectManagementDocs.com.>

COMMUNICATIONS MANAGEMENT PLAN
<Replace this section by:
• defining the communication requirements for the project and how information will be distributed to ensure project success. You should give considerable thought to how you want to manage communications on every project. By having a solid communications management approach you’ll find that many project management problems can be avoided. In this section you should provide an overview of your communications management approach. Generally, the Communications Management Plan defines the following:
• Communication requirements based on roles
• What information will be communicated
• How the information will be communicated
• When will information be distributed
• Who does the communication
• Who receives the communication
• Communications conduct

For larger and more complex projects, the Communications Management Plan may be included as an appendix or separate document apart from the Project Management Plan. A detailed Communications Management Plan template is available at ProjectManagementDocs.com.

Include communications identified in the Project Management plan requirements and replace the items in the table below as needed.>

Communication Type Description Frequency Format Participants/ Distribution Deliverable Owner
Weekly Status Report Email summary of project status Weekly Email Project Sponsor, Team and Stakeholders Status Report Project Manager
Weekly Project Team Meeting Meeting to review action register and status Weekly In Person Project Team Updated Action Register Project Manager
Project Monthly Review (PMR) Present metrics and status to team and sponsor Monthly In Person Project Sponsor, Team, and Stakeholders Status and Metric Presentation Project Manager
Project Milestone Reviews Present closeout of project phases and kickoff next phase As Needed In Person Project Sponsor, Team and Stakeholders Phase completion report and phase kickoff Project Manager
Technical Design Review Review of any technical designs or work associated with the project As Needed In Person Project Team Technical Design Package Project Manager

COST MANAGEMENT PLAN
< Replace this section with the words: TO BE DETERMINED.
Normally you would replace this section by defining how the costs on a project will be managed throughout the project’s lifecycle. It sets the format and standards by which the project costs are measured, reported, and controlled. Working within the cost management guidelines is imperative for all project team members to ensure successful completion of the project. These guidelines may include which level of the WBS cost accounts will be created in and the establishment of acceptable variances. The Cost Management Plan:
• Identifies who is responsible for managing costs
• Identifies who has the authority to approve changes to the project or its budget
• How cost performance is quantitatively measured and reported upon
• Report formats, frequency and to whom they are presented

For complex or large projects the Cost Management Plan may be included as an appendix to the Project Management Plan or as a separate, stand-alone document. A detailed Cost Management Plan template is available at ProjectManagementDocs.com.>

PROCUREMENT MANAGEMENT PLAN
<Replace this section with the words: TO BE DETERMINED.
Normally you would replace this section by identifying the necessary steps and responsibilities for procurement from the beginning to the end of a project. The project manager must ensure that the plan facilitates the successful completion of the project and does not become an overwhelming task to manage. The project manager will work with the project team, contracts/purchasing department, and other key players to manage the procurement activities.

For larger projects or projects with more complicated procurement management requirements, you can include the Procurement Management Plan as a separate document apart from the Project Management Plan. A detailed Procurement Management Plan is available at ProjectManagementDocs.com.>

PROJECT SCOPE MANAGEMENT PLAN
< Replace this section with the words: TO BE DETERMINED.
Normally, it is important that the approach to managing the projects’ scope be clearly defined and documented in detail. Failure to clearly establish and communicate project scope can result in delays, unnecessary work, failure to achieve deliverables, cost overruns, or other unintended consequences. This section provides a summary of the Scope Management Plan in which it addresses the following:
• Who has authority and responsibility for scope management
• How the scope is defined (i.e. Scope Statement, WBS, WBS Dictionary, Statement of Work, etc.)
• How the scope is measured and verified (i.e. Quality Checklists, Scope Baseline, Work Performance Measurements, etc.)
• The scope change process (who initiates, who authorizes, etc.)
• Who is responsible for accepting the final project deliverable and approves acceptance of project scope

A detailed Scope Management Plan available at ProjectManagementDocs.com and can be included as an appendix to the Project Management Plan for larger or more complex projects.>

SCHEDULE MANAGEMENT PLAN
< Replace this section with the words: TO BE DETERMINED.
Normally you would replace this section by providing a general framework for the approach which will be taken to create the project schedule. Effective schedule management is necessary for ensuring tasks are completed on time, resources are allocated appropriately, and to help measure project performance. This section should include discussion of the scheduling tool/format, schedule milestones, and schedule development roles and responsibilities.

Be sure to check out the detailed Schedule Management Plan available at ProjectManagementDocs.com. The separate Schedule Management Plan is suitable for larger projects or projects where the schedule management is more formalized.>

QUALITY MANAGEMENT PLAN
< Replace this section with the words: TO BE DETERMINED.
Normally you would replace this section by discussing how quality management will be used to ensure that the deliverables for the project meet a formally established standard of acceptance. All project deliverables should be defined in order to provide a foundation and understanding of the tasks at hand and what work must be planned. Quality management is the process by which the organization not only completes the work but completes the work to an acceptable standard. Without a thorough Quality Management Plan, work may be completed in a substandard or unacceptable manner. This section should include quality roles and responsibilities, quality control, quality assurance, and quality monitoring.

For larger or more complex projects, the Quality Management Plan may be included as an appendix or separate document. A detailed Quality Management Plan is available for use at ProjectManagementDocs.com.>

RISK MANAGEMENT PLAN
< Replace this section with the words: TO BE DETERMINED.
Normally you would replace this section by providing a general description for the approach taken to identify and manage the risks associated with the project. It should be a short paragraph or two summarizing the approach to risk management on this project.

Since risk management is a science in itself, we have many risk management templates available at ProjectManagementDocs.com.>

RISK REGISTER

Risk Description
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STAFFING MANAGEMENT PLAN

RESOURCE CALENDAR

COST BASELINE
< Replace this section with the words: TO BE DETERMINED. Normally you would replace this section with the cost baseline for the project upon which cost management will be based. Used the costs identified in the specifications.>

Project Phase Budgeted Total Comments
Planning $
Design $
Execution $
Evaluation $
Transition and Closeout $

QUALITY BASELINE

SPONSOR ACCEPTANCE

Approved by the Project Sponsor:

    Date:   

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