PM Project Plan

Project Plan

Client Name

Project Name/ID

Plan Date/Version

Project Manager Name Address

Telephone

Email Table of Contents

I. Overview 3

II. Deliverables 4

III. Controls 5

IV. Integration 13 Work Breakdown Structure Schedule Costs

V. Approvals 14

VI. Attachments 15

Copyright 2004-2005 Optimo, Inc. All rights reserved. Use of this material is subject to licensing restrictions, including without limitation, the following: (i) individual users may use these materials only in their business. Users are prohibited from distributing, transmitting, or publishing these materials to others, including persons in the user’s business or organization. Separate licenses are required for every person who uses these materials in a single business or organization. For licensing information, contact Optimo, Inc. at info@optimo- inc.com. 2 of 14 I. Project Overview

Overview Briefly describe the purpose of the project and the key elements included in the Project Plan.

Project Projects include numerous internal and external organizations. Organization A comprehensive and unambiguous view of project participants Structure depicts the interdependent complexity of product delivery, identifies the required, critical organizational relationships to be established, and defines the communication requirements for the project. Update the diagram of the project organization structure, developed for the Project Charter. Comment on and refer to the report in this section and attach the Client Organizational diagram to the Project Plan document.

Constraints Any known constraints imposed by the environment or by management are to be documented. Typical constraints may include fixed budget; limited resources; imposed interim and/or end dates; predetermined software systems and packages; as well as other predetermined solutions. Reference approved Project Charter and using information from client meetings and other stakeholder sessions to update or revise project constraints. The following constraints are identified for this project:

Constraint: Imposed by: 1. 2. 3. 4. 5.

Continued on next page

Copyright 2004-2005 Optimo, Inc. All rights reserved. Use of this material is subject to licensing restrictions, including without limitation, the following: (i) individual users may use these materials only in their business. Users are prohibited from distributing, transmitting, or publishing these materials to others, including persons in the user’s business or organization. Separate licenses are required for every person who uses these materials in a single business or organization. For licensing information, contact Optimo, Inc. at info@optimo- inc.com. 3 of 14 II. Project Deliverables

Scope Statement Briefly describe the breadth and depth of what capabilities are delivered and accomplished by the project, referencing the approved Project Charter and using information from client meetings and other stakeholder sessions. Also describe what capabilities are not going to be delivered or accomplished by the project. Excluded deliverables may be those deferred or provided in a later phases, and separate projects..

Deliverables The project deliverables define the products that are produced by the project. Clear and unambiguous deliverables establish and confirm project expectations, eliminate confusion about the products that are to be delivered and define the requirements for the work that must be completed. Update the diagram of the specific project deliverables developed for the Project Charter. Comment on and refer to the report in this section and attach the deliverables diagram to the Project Plan document.

Performance Briefly describe overall project/contract performance expectations Expectations from the client perspective, referencing the approved Project Charter and using information from client meetings and other stakeholder sessions. .

Deliverables, The project may be constrained by the latest, signed client Due-Date and contract. Price Contract changes are managed throughout the project using a disciplined, structured Change Control process, and the revised, latest contract continuously documented and communicated to project stakeholders, using the Contract Compliance report. Update the Contract Compliance report, referencing the report produced for the approved Project Charter and using information from client meetings and other stakeholder sessions. Comment on and refer to the report in this section and attach the updated/latest report to the Project Plan document.

Copyright 2004-2005 Optimo, Inc. All rights reserved. Use of this material is subject to licensing restrictions, including without limitation, the following: (i) individual users may use these materials only in their business. Users are prohibited from distributing, transmitting, or publishing these materials to others, including persons in the user’s business or organization. Separate licenses are required for every person who uses these materials in a single business or organization. For licensing information, contact Optimo, Inc. at info@optimo- inc.com. 4 of 14 II. Project Controls

Overview Project Controls are the procedures established to ensure effective execution and control of all project tasks. The Project Plan t includes the required procedures, techniques and forms to ensure effective implementation and documentation of project controls.

Define the project controls for this project and include the PM- Control templates or forms to be used throughout the project.

Methods and procedures for the following Project Controls are included in this Project Plan:  Change Management [Scope/deliverables, Time/schedule, Cost/budget]  Communications Management  Contract Management  Cost Management  Issues Management  Procurement Management  Quality Management  Risk Management  Value-Added Management

Copyright 2004-2005 Optimo, Inc. All rights reserved. Use of this material is subject to licensing restrictions, including without limitation, the following: (i) individual users may use these materials only in their business. Users are prohibited from distributing, transmitting, or publishing these materials to others, including persons in the user’s business or organization. Separate licenses are required for every person who uses these materials in a single business or organization. For licensing information, contact Optimo, Inc. at info@optimo- inc.com. 5 of 14 II. Project Controls, Continued

Change Define the approach used to manage changes to the project’s Management triple constraint [Scope, Time and Cost].  Outline the procedures to introduce, assess and approve changes to project baseline time, cost and deliverables.  Identify the specific individual, team or organization authorized to initiate, assess and approve changes to the project that impact the deliverables, schedule or budget.  Define the required project management forms to effectively execute Change Management.  Ensure the documentation includes: o Who: . Identify who is authorized to request a change to deliverables, schedule or budget . Identify who is authorized to accept requests for change to deliverables, schedule or budget . Identify who assesses the impact on the project of changes to deliverables, schedule or budget . Identify who is authorized to approve changes to the deliverables, schedule or budget o When: . Define the time-frames or sessions to assess and approve change requests o How: . Define the procedures and forms to request, assess and approve change requests

Communications Describe the approach used to manage the Communications Management within the Project. Include the system of meetings, reports and formal and informal presentation for interfacing with the management team, steering committee and other stakeholders as well as interaction among the team members. Define the standard reports, meetings, and communication mediums to be used. Document communications requirements and include the PM- Control templates or forms to be used throughout the project Comment on and refer to the report in this section and attach the Communications Requirements Log to the Project Plan document.

Contract Define the procedures to ensure all Client contract deliverables Management are produced, and contract terms and conditions are met. Document contract compliance, and include the PM-Control

templates or forms to be used throughout the project.. . Comment on and refer to the report in this section and attach the Project Status-Executive and/or the Contract Compliance report to the Project Plan document. Include contract compliance activities in the WBS and Schedule.

Cost Management Define the procedures to ensure project costs are minimized and cost-saving are optimized. Describe and document the project cost-reduction or cost-saving:  Who Participants in the cost-saving or cost-reduction  When Product Build and Delivery process phase the cost- saving or cost-reduction is realized  How Form used to track and manage the cost-saving or cost- reduction.. Document cost management, and include the PM-Control

templates or forms to be used throughout the project Comment on and refer to the report in this section and attach the Cost Management Log to the Project Plan document. Include cost management activities in the WBS and Schedule.

Issues Define the procedures to effectively resolve issues throughout the Management project lifecycle. Describe and document the escalation procedures and include:  Who Required participants in the escalation process  When Implementation of the escalation levels  How Form used to track issues and manage to resolution Include procedure activities in the WBS and Schedule.

Procurement Define the procedures to manage the procurement of human Management resources, equipment and materials for the project. Define contractor or vendor milestones and checkpoint or inspection periods. Describe vendor-contract administration and monitoring functions. Include procedure activities in the WBS and Schedule. Attach copies of applicable vendor contracts and agreements.

Quality Define the approach to ensure project management and product Management deliverables are effectively produced. Include procedures to ensure a high quality project experience as well as delivery of high quality products, and define the periodic inspections to ensure required quality standards and expectations are met. The documentation must include: Who:  Define the participants in the quality assurance procedures When:  Define the time-frame or milestones at which the quality assurance procedures are applied How:  Define the forms used to facilitate and document the quality assurance procedures Document quality compliance, and include the PM-Control

templates or forms to be used throughout the project . Manage and track quality compliance referencing or using the QA Inspections Log. Comment on and refer to the report in this section and attach the QA Inspections Worksheet and Log to the Project Plan document. Include quality management activities in the WBS and Schedule

Risk Management Define the risk identification, assessment and response process to Plan/Approach manage Risk in the project. Describe the procedures to identify risks that may impact the project, the strategies to determine the impact and the measures to eliminate or reduce the risks. The documentation includes: Who:  Identify the participants in the risk identification, risk assessment and risk response processes When:  Define the time-frames, milestones or quality gates to perform risk management processes How:  Define the forms used to facilitate and document the risk management activities

Document project risks and include the PM-Control templates or

forms to be used throughout the project. Manage and track risk referencing or using the Risk Log. Comment on and refer to the report in this section and attach the Risk Analysis form and Risk Log to the Project Plan document. Include risk management activities in the WBS and Schedule

Value-Added Define the procedures to capture the benefits attained with the Management project management approach. Describe and document the opportunity, savings and/or innovative solution:  Who Participants in the opportunity, savings and/or innovative solution:

 When Product Build and Delivery process phase the opportunity, savings and/or innovative solution is realized  How Form used to track and manage the opportunity, savings and/or innovative solution: Document Value-Added management, and include the PM-Control

templates or forms to be used throughout the project. Comment on and refer to the report in this section and attach the Value-Added Log to the Project Plan document. Include Value-Added management activities in the WBS and Schedule.

Copyright 2004-2005 Optimo, Inc. All rights reserved. Use of this material is subject to licensing restrictions, including without limitation, the following: (i) individual users may use these materials only in their business. Users are prohibited from distributing, transmitting, or publishing these materials to others, including persons in the user’s business or organization. Separate licenses are required for every person who uses these materials in a single business or organization. For licensing information, contact Optimo, Inc. at info@optimo- inc.com. 11 of 14 III. Integration

Work Breakdown The WBS is the comprehensive list of all required project Structure (WBS) management deliverables and associated activities and tasks, and product build and delivery activities and tasks. The project WBS may be created manually or developed with the aid of any of the available project management software tools such as MSProject™, Primavera TeamPlay™, or Project Workbench™ Develop the WBS referencing the organization guidelines or methodology. Comment on and refer to the WBS in this area of the Project Plan and attach the completed WBS to the Project Plan document.

Schedule The project schedule includes the planned dates for completion and delivery of critical project management control outputs, and product build and delivery milestones.

Develop the Project Schedule..

Comment on and refer to the Schedule in this section and attach the current project Schedule to the Project Plan document.

Note: If using a project management software tool to document the project WBS, this information is typically documented in, and/or is generated by, the tool.

Cost Project costs include the expenses incurred to manage the project and build and deliver the products.

Project Costs are captured in the Project Budget Report

Comment on and refer to the report in this section and attach the current project Budget Report to the Project Plan document..

Copyright 2004-2005 Optimo, Inc. All rights reserved. Use of this material is subject to licensing restrictions, including without limitation, the following: (i) individual users may use these materials only in their business. Users are prohibited from distributing, transmitting, or publishing these materials to others, including persons in the user’s business or organization. Separate licenses are required for every person who uses these materials in a single business or organization. For licensing information, contact Optimo, Inc. at info@optimo- inc.com. 12 of 14 IV. Approvals

Identify appropriate approval authorities (left side of form) and obtain approvals (signatures and dates, center and right).

Agreement Approval Form Project Name: I have reviewed the information contained in the Project Plan dated ______, and agree to the baseline commitments specified in it.

Name, Project/Program Manager Signature Date

Name, Project Sponsor Signature Date

Name, Client Sponsor Signature Date

Name Sub-Project Manager 1 Signature Date

Name, Sub-Project Manager 2 Signature Date

Name, Sub-Project Manager 3 Signature Date

Name, Sub-Project Manager n Signature Date

Please sign and date this form and return to the Project Manager no later than ____. The copy of the Project Plan document is provided for your records.

Copyright 2004-2005 Optimo, Inc. All rights reserved. Use of this material is subject to licensing restrictions, including without limitation, the following: (i) individual users may use these materials only in their business. Users are prohibited from distributing, transmitting, or publishing these materials to others, including persons in the user’s business or organization. Separate licenses are required for every person who uses these materials in a single business or organization. For licensing information, contact Optimo, Inc. at info@optimo- inc.com. 13 of 14 V. Attachments

List and attach relevant project documentation as well as the project management forms that are used throughout the project life cycle. Relevant documents provide background and critical information for the project plan. The forms are used to document decisions and facilitate implementation of project processes, activities and tasks, throughout the project lifecycle.

Project Relevant documents attached to the Project Plan may include but Relevant are not limited to: Documents  Client Contract  Client Project-Organization Diagram  Client Deliverables Diagram  Project Budget Report  Contract Compliance Report  Project Status – Executive Report  Work Breakdown Structure

Project Forms Forms attached to the Project Plan may include but are not limited to:  Change Request  Change Log  Communications Requirements Log  Cost Management Log  Issues Log  Issues Worksheet  Milestone Report  Quality Inspections Log  Quality Inspections Worksheet  Risk Analysis Forms  Risk Log  Team Directory  Value-Added Log

Copyright 2004-2005 Optimo, Inc. All rights reserved. Use of this material is subject to licensing restrictions, including without limitation, the following: (i) individual users may use these materials only in their business. Users are prohibited from distributing, transmitting, or publishing these materials to others, including persons in the user’s business or organization. Separate licenses are required for every person who uses these materials in a single business or organization. For licensing information, contact Optimo, Inc. at info@optimo- inc.com. 14 of 14