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Stage 3: Plan

  About
Overview

 

 

 

 

 

  • Overview
    • Delivers a Project Plan.
    • Defines the detailed project schedule and budget.
    • Includes plans for change control, communications, and management of quality, issues, risks and procurement.
    • Provides the baseline to control and manage the project.
    • Approves the project to begin work.
  • 1. Hold Project Kick-Off Meeting
  • What is it
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    The Project Kickoff Meeting formally recognizes the start of the project. The project manager uses this meeting to communicate a shared view of the project to ensure understanding of the approved project charter and to clarify next steps involved in producing the Planning Stage deliverables.
  • 2. Develop Work Plan
    • 2.1 Develop work breakdown structure (WBS)
    • What is it
      How to
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      A work breakdown structure (WBS) is a hierarchical outline of the tasks needed to deliver the project’s product or service.   It “breaks-down” the project into low-level subtask units of work that will be scheduled, executed and controlled.
    • 2.2 Develop project staffing plan
    • What is it
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      Developing a project staffing plan involves selecting and assembling a project team.  The staffing plan specifies when and how to meet the requirements for staffing the project.  The staffing plan builds on the high-level staffing needs identified in the Initiate Stage.
    • 2.3 Develop project schedule
    • What is it
      How to
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      Examples
      A project schedule designates work to be done and specifies deadlines for completing tasks and deliverables.  The project schedule depicts:
      • Time (duration) estimates for all project tasks
      • Start and finish dates for the tasks
      • Names of staff resources assigned to complete the tasks
      • Sequence of tasks
      A major component of a project schedule is a work breakdown structure (WBS).  The project schedule is constructed to reflect the work breakdown structure.
    • 2.4 Develop project budget
    • What is it
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      The project budget is a detailed estimate of all the costs required to complete project tasks. It is much more detailed than the high-level budget developed in the Initiate Stage. The typical budget specifies costs for staff labor, materials procurement, ongoing operating costs and other direct costs such as travel or training.
  • 3. Develop Project Control Plan
    • 3.1 Communications plan
    • What is it
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      A communication plan facilitates effective and efficient communications with the various audiences having a major stake in the project. It describes how project communications will occur. A good communication plan generally includes the following elements:
      • Communication objectives
      • Target audiences
      • Key content for the communications
      • Communication method and frequency
    • 3.2 Quality management plan
    • What is it
      How to
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      The Quality Management Plan defines the acceptable level of quality, which is typically defined by the customer, and describes how the project will ensure this level of quality in its deliverables and work processes. Quality management activities ensure that:
      • Products are built to meet agreed- upon standards and requirements
      • Work processes are performed efficiently and as documented
      • Non-conformances found are identified and appropriate corrective action is taken
      Quality Management plans apply to project deliverables and project work processes. Quality control activities monitor and verify that project deliverables meet defined quality standards. Quality assurance activities monitor and verify that the processes used to manage and create the deliverables are followed and are effective.
    • 3.3 Issue Management plan
    • What is it
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      An issue is a major problem, opportunity, concern or situation that will impede the progress or successful completion of the project and requires immediate resolution. An issue management plan defines activities and business rules to manage and control issues that arise during the project.  
    • 3.4 Change Management Plan
    • What is it
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      A change management plan defines activities and roles to manage and control change during the execute and control stage of the project. Change is measured against the project baseline, which is a detailed description of the project’s scope, budget, schedule, and plans to manage quality, risk, issues, and change. During the execute and control stage, changes may require one or more revised project baselines to be issued.
    • 3.5 Risk Management plan
    • What is it
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      During the Plan Stage, the project team identifies all significant project risks known during the planning stage and determines the likelihood, impact, and response strategy associated with each risk. Additionally, the team identifies processes and roles to control risks during the Execute and Control Stage of the project. Results are documented in the Risk Management Plan and Risk Register.
    • 3.6 Procurement plan
    • Under construction – Target date to be determined
    • 3.7 Support Transition plan
    • Under construction – Target date to be determined
  • 4. Finalize Project Plan and Gain Approvals
    • What is it
      How to
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      A project plan is finalized when it is formally accepted and approved by the project sponsor and other designated stakeholders. Formal approval acknowledges that all the deliverables produced during the Plan Stage are complete, reviewed and accepted.

      Signatures on the project plan document indicate final approval. This sign-off marks the plan as the go-forward agreement and can be viewed as a project management milestone.

     

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    Updated March 15, 2007 - v2.2