Project document management plan template

In a cost management plan, you describe how you will measure, manage, and report costs for the project duration. Identify who has responsibility for controlling costs, how they approve and track budget changes, and the means by which and frequency with which they report on the budget. A cost baseline describes the approved, time-phased spending for a project and represents the combined total of the estimated project cost and contingency reserves.

The resource plan or procurement plan defines spending limits and identifies who has the authority to approve amounts that exceed those limits. A resource calendar provides a visual reference for understanding when and for how long you require important resources. Whoever has functional responsibility for the included resources must approve the resource calendar. The human resources plan outlines the skill sets required for the project, the pay rates for the project, and whether HR will staff the project with new hires or contractors.

To ensure that your completed project meets quality expectations, create a quality management plan. This plan defines the standards against which you will judge the final outcome. The plan also identifies the processes that will gauge the work. In the quality plan, note who is responsible for quality, and describe any applicable quality assurance or quality control regulations, standards, processes, and tools.

A quality baseline articulates the specific metrics by which you will assess quality throughout the project. To discover the appropriate metrics, you should review the current quality management process or standards, any recent or similar projects, and any pertinent industry or regulatory standards.

Get the free e-book to improve remote work effectiveness. Other documents and plans can help you describe the unique aspects of your project plan. Here is a selection of links to supporting samples and templates:. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Try Smartsheet for free, today. In This Article. Templates for Presenting and Tracking the Project The following templates include sheets, widgets, and outlines that can help you present an overview of the project to stakeholders.

Project Management Plan Outline Template. Simple, powerful project management with Smartsheet. See for yourself. Integrated Project Plan Dashboard Template.

Project Management Plan Template. Templates for Researching and Preparing a Project Plan The following project management planning templates can help you as you determine and document the tasks and resources required to complete a project.

Project Scope Statement Template The project scope defines the deliverables and the resources you need to complete those deliverables. Stakeholder Management Plan Template. Cost Estimate and Projected Budget Template. Risk Assessment Templates. Project Resource Plan Template. Project Executive Summary Template. Templates for Implementing and Managing a Project Plan The example project management plans that follow will help you solve problems, communicate with your team and stakeholders, and ensure quality deliverables as you implement the project.

Project Governance Template. Communication Plan Template. Chronological or Simple Timeline Template. Gantt Timeline Template. Change Management Process Template.

Test Plan Template. What to Include in a Project Management Plan A successful project starts with a detailed project management plan. Project Approach or Executive Summary Outline the management approach for the project. Project Scope To avoid scope creep, you must clearly define what outcomes you expect from the project and what is out of scope. The project charter provides a starting point for defining scope, but you should also include the following sections in your project scope statement or link to separate documents: Work Breakdown Structure WBS : The work breakdown structure offers a visual description of all the high and low-level tasks needed to create the deliverables.

In the WBS diagram, list the major tasks at the top and then break down the items into smaller and smaller tasks until you determine the smallest tasks or work packages. The WBS works with the work breakdown structure dictionary, which is a detailed list of tasks, owners, due dates, and more. Schedule Baseline: To understand whether your activities, milestones, and project are on track, create a schedule baseline. Milestones: Milestones mark important stages of completion in your project.

Create a list of high-level milestones, and briefly introduce them and their context in the overall project schedule. Change Management Plan A change management plan offers a consistent model for documenting, submitting, approving, and tracking changes in a project. Risk Management Plan For the project plan, summarize the risk management approach, including the process for identifying risks and the mitigation strategy.

Project Scope Management Plan The project scope management section describes who has the authority to constrain efforts. Communication Plan Your communication plan describes the project information you need to share with your team and stakeholders, the identity of those recipients, their contact information, and the means and frequency of communication. Prepare Lens information in advance of the TAC review. Participate in r eview of major technology decisions as they relate to overall IT architecture and facilitate approaches to integration, process, and skills.

This phase is where the actual implementation or execution work begins. Project tasks and deliverables are completed and the project begins to realize the objectives and scoped defined in the Project Charter. Functional Design Specification. Provide a detailed description of each technical requirement to be implemented as part of the project.

Include a complete technical assessment of each customization object identified to be in scope. Define data structures, relational database models, choice of programming languages and tools, algorithms, etc. Test Strategy. Develop strategy to be followed for testing. Include detail in strategy when a simple test plan doesn't cover all of the areas of testing that need to be performed to ensure solution is working as planned.

Document sequence of steps or activities in order to drive individual, team or organizational transitions and ensure the projects meets its intended outcomes. Training Strategy. Develop Training Strategy. Create a strategy document when the training required to enable the use of new features is not straightforward or requires training at various levels. Build consists of developing or configuring project hardware, software, and business processes according to the agreed-upon specifications.

Test Plan. Build a comprehensive list of unit, string and integration tests and their overall status and testing dates. The Traceability Matrix should be referenced. Prepare for Cutover. Describe the activities to bring the system live and transition the business.

Include an approach for a dry-run of system cutover process and deployment team activities. Include the schedule of end user training courses, and specify the audience, when the training will take place and the location. System Retirement Strategy.

Outline steps to be followed if the current system or function will be retired as a result of the successful completion of the current project. The Testing phase ensures that all components of the solution are thoroughly tested, the production system is set up, mock system cut-overs are completed, and the training program is fully executed.

Production Support Plan. Detail how functional and technical support will be provided. Provide a detailed assessment as to the feasibility of moving the project forward towards go-live.

Test Results. Conduct Testing and record results. Contingency Plan. Outline detailed procedures for system rollback or the utilization of manual activities in the event the cutover has adverse issues that cannot be quickly resolved. All components of the solution are fully installed in a production environment and become operational to business users.

The practice of project closeout ensures that all project activities are complete and transferred as appropriate. The project should be assessed, and lessons learned and best practices applied to future projects. Project Closeout Checklist. Meet with project team to discuss pluses and deltas during the project.

Identify product or services to be transitioned and agree on process and acceptance criteria. Conduct final project closing meeting to ensure no outstanding issues remain. Review lessons learned. Lessons Learned. Document lessons learned.

Bring together any insights gained during a project that can be usefully applied on future projects. Manage is not a project phase. It occurs through all phases of the project.

The document templates provided assist the Project Manager to ensure that the project stays on track and is delivered on time and within budget. It also provides documentation that identifies issues, risks, and decisions that occurred during the project for future reference. Status Report and Guidelines. Ensure that key activities, change requests, risks, issues, action items and decisions are documented on weekly or monthly basis to provide stakeholder update.

Create at the start of each project so anything impacting the project now or in the future is tracked. Keep log up-to-date through weekly reviews and team meetings. Document all key details, like task start and end dates, resources needed, and budget details, with this comprehensive, easy-to-use template.

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Watch a free demo. Establish the main goals of your project, identify the actions needed to achieve those goals, and assign a person to be responsible for each task with this complete project action plan template. Assign priority to tasks, view status, and list start and end dates to keep your project moving forward. Use this project plan for all your IT project needs. The template includes space to document tasks, people responsible, start and end dates, and days needed to complete each task.

Mark off tasks as you complete them to keep all time-sensitive IT projects from getting off track. Word Smartsheet. Track sprints, assign tasks to specific team members, and plan out every iteration of your software project with this comprehensive template.

With space to include the task or sprint name, the owner, start and end dates, and percent complete, your software project is guaranteed to stay on track throughout its duration. Use this professionally designed template to keep key internal and external stakeholders, clients, and upper management in the loop on all phases of the project.

Use this comprehensive template to design a thorough execution plan. The template guides you through your project from start to finish.

Document all key details, like project name, company name, scope, goals, quality and technical specifications, and more. Print and share the plan with key stakeholders, so everyone has a strong idea of the project and its goals. Use this project plan template to document all key project details on one page, so you can easily share with key stakeholders in a condensed, easy-to-digest format. This project plan template is designed to enable you to easily print and share physical copies of your goals and tasks, so you can keep everyone on the same page — whether or not they have access to the electronic version.

Document sprints, detail feature types, list start and end dates, and track the progress of each sprint with this Agile project plan template. Ensure that each sprint stays in line with the schedule, and improve accountability by listing the owner of each sprint. Use this project plan template to detail all tasks and phases involved in your construction project. List the tasks on a plotted timeline to visualize which tasks precede others and which tasks you need to complete before your construction project can move forward.

This template helps keep all tasks moving, so you land on time. Identify, list, and explain all key details of your project or program with this program management plan template. With full pages to document everything from project responsibilities and stakeholder analyses to risk logs and progress reports, you can fully capture all the essential details in this comprehensive template. Download Milestone Chart Template — Word. Ensure that you document and reach all milestones so that your project goes off without a hitch.

Identify the critical milestones of your project, list the owners of each milestone, and include the time in days, weeks, or months that you expect each milestone to take.

Download Project Checklist Template — Word.