Document Management Distribution List Record the details of all project stakeholders accessing this document. Name Position Signature Date Version Control Record all approved changes to this document. Revision # Change Description Approval Date Author Project Registration Project Name Record the project name in a way that clearly communicates what it is about. Project # Record a unique identifier for the project that enables appropriate referencing. Creation Date Record the date the project was proposed. Sponsor/Client Record the name and contact details of the project sponsor/client. Project Manager Record the name and contact details of the project manager. Executive Summary 1 Rationale Record a summary of the history and justification for the project. 2 Business Drivers Record the organisational driver/context for the project. 3 Justification Criteria Record which of the following investment criteria are being used to support the project. More than one may be applicable. • Customer Value • Regulated Compliance • Improved Capacity • Efficiency Improvement • Investment Return • Organisational Impact • Strategic Alignment • Operating Necessity • Executive Directive • Profit Growth • Product Extension • Other 4 Proposed Solution Record what the sponsor/client and or other stakeholders have agreed to. 5 Options Evaluated Record all other proposals, options and or alternatives considered, but discarded. Include any criteria used in making these decisions. 6 Key Objectives Please record the measurable SMART objectives that have been identified with this project. 7 Priority Status Record the priority status for the project. • Critical • Urgent • Important • On-hold 8 Benefits Record the identified benefits that will be measured throughout and or after the project. 9 Impacts Record how the project will impact business activity, organisational capability and or processes. 10 Stakeholders Record the details (role, responsibility, information needs, communication strategies …) of all stakeholders either influencing and/or being impacted by the project. Project Scope 11 Deliverables Record the key process and/or output (as built) deliverables required throughout the project. 12 Inclusions Record what will be (explicitly) included in the specification for the project. 13 Exclusions Record what will be (explicitly) excluded in the specification for the project. 14 Milestones Record all key milestones and or deadlines due throughout the project 15 Indicative Schedule Record the information supporting the start and finish timeline for the project. 16 Indicative Budget Record the information supporting the budget. 17 Indicative Resource Capability Record the information supporting the resources (including calculations, confidence, constraints and contingencies) for the project. Issues and Obstacles 18 Constraints Record all constraints that will restrict the performance and delivery of the project. 19 Assumptions Record all assumptions (accepted as correct) that will impact the performance and delivery of the project. 20 Potential Issues Record all potential issues impacting the performance and delivery of the project. 21 Dependencies Record all related and or inter-dependent projects impacting the performance and delivery of the project. 22 Risk Record all internal and external sources of risk impacting the performance and delivery of the project. Authorisation 23 Recommendation Record the recommendation being presented for approval. 24 Approval Record the decision that has been made on the project. • Approved • Postponed • Cancelled • Review 25 Sign off Record the name, signature and date of all appropriate stakeholders (sponsor/client, project manager, project steering group …) signing this document. 26 Appendices Record the details of any other information and or documentation supporting the project.