This is a plan that is designed to describe all of the aspects of a business project. The
plan sets forth how a project is planned, efficiently delivered, communicated, and
successfully closed. It provides a process on how topics get further refined as the
clarity on scope, schedule, and other deliverables are discovered during the course of a
project. This document should be used by small businesses or other entities with a
project manager to constantly redefine and clarify the goals and scope of an ongoing
project.
[Project Name] Project Management Plan
[Project Name]
[Project Manager Name]
[A Project Management plan is a document describing all aspects of how a project is approached,
planned, efficiently delivered, clearly communicated, and successfully closed. Creating a Project
Management Plan is an evolutionary process where the topics get further refined as clarity on scope,
schedule and other deliverables is discovered. The Project Management plan is championed by the
Project Manager, however it is done collaboratively with many key players including the people
performing the work, customers requesting the work, and management sponsoring the project.]
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Project Overview
Approvals and Signatures to Proceed
[Copy and paste signature blocks as necessary]
[Project Sponsor]
Signature: Date:
Print Name:
Title:
Role:
[Customer Approval]
Signature: Date:
Print Name:
Title:
Role:
[Support Manager Approval]
Signature: Date:
Print Name:
Title:
Role:
Document Change Log
[Include a table of changes that track version number, single line summary of changes, date of latest
version, and who made the changes. This document is a live document that will continue to change up
through production. As the document will guide the development process, it is important to track the
latest version and understand why changes were made.]
Ver. Summary Date Owner
(initials)
Acronyms & Definitions
[Documenting acronyms and definitions is important to ensure all nomenclature is consistent. This
consistency is important so that the project team clearly understands the customer, and customer clearly
understands and is comfortable with the deliverables received from the project. ]
# Acronym Description
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Project Overview
[The project overview states the general aspects of the project. The statements are brief, and may be
directly from, or used in the Project Charter document supporting the project.]
Project Scope Statement
Referenced Article: The Necessity of a Project Scope Statement
[Writing an accurate and concise project scope statement is key to a project’s success. The scope
statement (often a part of an overall project scope) is a succinct summary of exactly what a project is
intended to accomplish. Without an accurate statement, read and understood by everyone involved, a
project can be easily derailed by misunderstandings, side-projects and other unprofitable distractions. To
create a successful project scope statement, begin by assembling all the requisite information. Although it
will take some time and effort to assemble the information required to write a good scope statement,
taking the time to do so before a project is launched can save many headaches and unexpected financial
obligations down the road.]
Customer Description
Project Initiation
Project Description
[A project description should be more detailed than the Project Scope Statement, an elaboration on a
theme. The scope statement will likely be modified through the project, and the project description
should accommodate for those changes.]
Customer Description
[Successful delivery of a project is dependent on a clear understanding of the customer. Define the
customer, what market they are in, whether they are internal or external, and how they will use the new
project deliverable. Describe the size of the customer, such as how many people will be using the project
deliverable, and why it is important to the customer. This section is best performed between the Project
Manager and the customer, perhaps even a Business Analyst, so that the section can be clear, concise and
most importantly, accurate.]
Project Team (Role & Structure)
[Identify the members of the team, noting their utilization; are they full time, part time? Include the
management team overseeing the project, and customers responsible for responding to questions and
approving deliverables. If the project team is deep, adding an organizational chart to indicate reporting
relationships and ownership of parts of the project is also important.]
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