Project Initiation phase:
This document is required to justify the project. Within this document you need to research the business problem or opportunity, offering and explaining your solution, quantifying the benefits and costs, explaining alternatives.
In this document potential solutions are reviewed, assessed, studied, and the most feasible one is selected. This document expounds business requirements for the selected solution.
This is very important document that explains the purpose, vision, objectives, scope and deliverables of the project, how the project will be structured and how it supposed to be implemented; it includes stakeholders, roles and responsibilities.
This document may supplement project charter with more detailed description of the project staffing through a diagram that shows hierarchical interrelations between different roles and stakeholders, outlining sub-teams and levels of seniority.
- Project Job Descriptions:
This document clearly defines the objectives and responsibilities for each particular role on a project. You may need these descriptions to ensure appropriate skills, experience and qualifications for each project role.
- Project Office Checklist:
This document lists everything you need to do and to have in order of organizing the project management office, as appropriate premises with all necessary equipments, communications and facilities .
2. Project Planning phase:
- Resource management plan:
Resource Management Plan summarizes the quality and quantity of resources required for completion the project. It exactly specifies the quantities of labor, equipment, materials etc. needed to complete your project.
- Work Breakdown Structure (WBS):
This is fundamental deliverable that is a tool defining work elements (or tasks) of the project in a way helping to understand interrelations between them, and to define the total work scope of the project. It helps to understand how bigger elements of the project are subdivided into smaller ones, how necessary resources are assigned to essential project elements, and how cost s are allocated between them. Work breakdown structure may be a product -, data -, service -oriented, or any combination.
In order to represent essential working and managerial processes, you may need to create flow charts that are easy-to-understand diagrams showing how steps in a process are interconnected .Flow charts may be useful for communicating how your processes generally work,and for documenting how a particular task is supposed to be done .
- Project Management Plan (PMP):
PMP is among fundamentals, because it defines the complex of aspects on how the project is executed, monitored and controlled in terms of schedule management, quality management, resource management, risk management etc. The objective of a project management plan is defining the approaches for the project team in delivering the required project management scope. Project management plan is composed according to input given by the project team and key stakeholders, and should be agreed and approved by them .
At the beginning of any project it is necessary to create project quality plan to formulate appropriate project quality standards that are synthesized from focusing on achieving of customer's quality expectations, and from existing corporate approaches. This plan describes how continuous fundamental improvements will be managed through the main processes – quality planning, quality assurance, quality control, and quality improvements.
This document identifies the money required to match project objectives.The Financial Plan determines and describes expenses for different project elements and processes ( work, equipment, materials and administrative costs), giving the estimation of each expense. Total expense calculated in financial plan determines the project budget.
This sample defines your procurement requirements with detailed specification of all the items, gives financial justification for procuring products and services from external suppliers, and also may explain the process of engaging, selecting and authorizing these suppliers .
This document describes the project metrics which will be captured, with detailed description of all basic and individual metrics. Also it defines the kinds of analysis that will be done, the ways of how the data and results will be stored in metrics database, and which tools will be used for data capturing.
It is detailed timeline showing starting and ending dates for all key work elements (tasks and sub-projects) or other major activities towards completion of a project. Project Schedule may include timeline of project deliverables and milestones.
This document identifies risks within the project, categorizes, ranks and prioritize s each risk, including the possible impact on the project, and determining the likelihood of the risks occurring. Besides this, risk management plan defines actions to prevent project from occurring risks, and reduce their impact..