Initiation and scope
Project brief:
Project purpose and rationale :
The justification and validity of the project needs to be confirmed before the project proceeds
Project title :
Project purpose :
Background and strategic context :
Priority :
Related projects :
Project client /owner:
Project sponsor :
Project manager :
Project status :
Special provisions :
Project approvals :
________________ ______________________
Project manager Project sponsor
Project title : Project client: Date :
Version:
Project manager:
Project sponsor: File name: Page no.
Project scope document
In scope Out of scope Assumptions Constraints
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Stakeholder analysis
Name Work area Stakeholder type (client , end user) Impact on/by project, requirements, success criteria
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Communication plan
What Who Purpose Frequency Methods
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Roles and responsibilities
Role Names Responsibilities Signatures (if needed)
Project client /owner
Project sponsor
(senior management)
Project manager
Manager of Project manager
Project team members
Steering committee (to provide recommendations)
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Project snapshot
Name of project:
Project purpose:
(goals , objectives etc.)
Deliverables with timeframes
(what, when etc)
Stakeholders
Resources
(Cash flow, people, equipment, etc)
Risks
Interdependencies
(with other projects, groups, system etc.)
Success criteria
(how we know we are successful)
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Project plan
The project plan is the basis for monitoring and controlling the project.
Project title :
Project purpose :
Background and strategic context :
Related projects:
Scope including deliverables:
Assumptions
Constraints :
Deliverables :
Governance:
Project client owner:
Project manager:
Project sponsor:
Project team members:
Key Stakeholders:
Schedule
Item Milestone Date Responsibility
Resources and Costs
Deliverable Resource Cost
Project risk assessment
Risk Level (Medium, High, Low) Management Strategy
Communications and reporting
Stakeholder Information required When and Format
Controls (how to track, monitor and report on project)
Project Approvals
Project Manager Project Sponsor
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Risk register
Risk Likelihood
(H/M/L) Impact
(H/M/L) Risk response Responsible
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Risk assessment form
Project details
Project name :
Project manager :
Risk details
Risk ID :
Raised by :
Date raised :
Description of risk :
Likelihood of risk:
Impact of risk:
Risk mitigation
Preventive actions recommended:
Contingency actions recommended:
Approval details
Supporting documentation:
Signature : Date :
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Budget
Project Name :
Income Incl. GST Excl. GST
Total income
Expense Incl. GST Excl. GST
Subtotal
Contingency (+10%)
Total
Project title: Project client : Date version:
Project manager:
Project sponsor: File name: Page no.
Status update report
Status report – Project
Item Work completed to – date Milestone date Revised /actual date Budgeted cost Revised /actual cost Responsible
Change requests
Change request – Project
Issued by
Item effected
Nature of change requested
Reason for change
Impact on scope
Impact of budget
Impact on schedule
Change authorised Yes/ No Completion date Final budget: $
Signed
Project manager Signed
Sponsor
Signed
Client Signed
Issues log
Item Strategy Date logged Date resolved
Signed:
Project manager Signed:
Sponsor
Signed:
Client Signed:
Budget variation report
Project Name :
Income Budget Actual % variation
Total income
Expense Budget Actual % variation
Subtotal
Total
Handover report
Handover report
Initial overall objectives
Agreed changes to objectives
Final agreed deliverables
Item Budgeted cost Final cost Schedule date Final date
Total
Issues summary
Item Strategy Date logged Date resolved
Documents attached
No. Title
Signed:
Project manager Signed:
Project Sponsor
Signed:
Project Client
Post - project review report
Post - project review report
Name of project :
Date and location of meeting :
Name of attendees :
Overview by project manager :
Review by team of goals, objectives/ deliverables and schedule as outlined in project plan
Met Missed Partially met Comments
Project goals
Deliverables
Success criteria
Schedule
Budget
What worked well; what could have gone better?
Worked well Could have gone better
Lessons learned
Next steps/ improvement plans
Project Meeting – Agenda and Minutes Template
Date: Participants:
Topic/Agenda and Discussion Notes Speaker Time
Post-Project Review Meeting – Agenda and Minutes Template
Date: Participants:
Topic/Agenda and Discussion Notes Speaker Time
Brief overview of project
Purpose of project, major accomplishments, comments Project Manager 5 mins
Review by team
Objectives, deliverables, schedule, budget, and success criteria All 5 mins
What worked and what could have gone better
Project planning, project scheduling, communication, risks management, issues management, stakeholder management, resourcing, documentation, implementation etc. All 20 mins
Lessons learned All 5 mins
Next steps All 5 mins