Scope Statement
Create scope description (based on business objectives)
Define scope boundaries (both in and out of scope)
Define key project deliverables (including user-acceptable criteria)
Performance Baseline Measurement
Create schedule baseline (with expected resource effort)
Define budget baseline (with schedule and cost assumptions)
Establish baseline tolerance thresholds (trigger change control)
Procurement Planning (Research Vendor Selection)
Analyze market conditions
Analyze make-or-buy findings
Select contract type
Develop procurement management plan
Develop statement of work
Project Schedule Plan
Project Milestones (PMs)
Define major milestones (alignment with deliverables)
Project Scheduling Work Plan
Define standard PM and approval gates
Document WBS, milestones, and deliverables (dates and resourcing)
Document schedule baseline
Resource Management
Name project team members (with roles and responsibilities)
Define all project stakeholders (with roles and project team liaison)
Create org chart: project team, sponsor, steering committee, stakeholders
Supporting PM Process Plans
Change Management
Document change control procedure for budget and schedule baselines
Document change control for approved scope baseline
Document change control for systems modifications
Risk Management
Document risk process: prioritization, mitigation, and contingency guidelines
Document risk assessment for scope, budget, and schedule baselines
Issues Management
Document issues process: prioritization, resolution, and tracking guidelines
Document formal 3-tiered escalation: project manager, sponsor, and executives
Communication Plan
Document guidelines: project updates and stakeholder collaboration
Document guidelines for document repository access and controls
Document standard project team and executive status report guidelines
Quality Assurance and Control Plan
Define criteria for user-acceptance testing (with checklist)
Define criteria for cost/benefit analysis
Define criteria and process for periodic stakeholder satisfaction survey
Define criteria for "Lessons Learned" (during closeout)
Create Draft Project Plan
Template Library
- Business
- Secondary market research schedule
