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Prepared by: [team name]
Organization’s Name:
Project Manager:
Date:
Provide a general overview of the project plan, including the major milestones, workflows and deadlines the team must follow.
Detail the scope the project will need to stay within to maintain the budget, timeline and expectations.
Explain any potential risks and determine plans for overcoming those challenges.
List the project's costs and describe how project managers will allocate resources. Include the following details:
Roles and responsibilities.
Procurement plan.
Budget and cost management.
Describe the work style project stakeholders should all use as they contribute to each objective. For example, if you’re using Agile methodologies, list the following details:
Workflows: Provide links to SOPs and other process documents team members should follow when completing tasks.
Platforms: List the project management software, Gantt chart or Kanban board stakeholders should use to track progress.
Sprints: Detail the length of each Sprint the team will use and outline a timeline for Sprint planning and retrospective meetings.
Project deliverables: List the deliverables the project plan necessitates. Describe dependencies between tasks so the team understands what they must prioritize.
Work breakdown structure: Include a diagram that visualizes how the project’s objectives fit together.
Timeline: Create a table detailing the project timeline, along with all the important deadlines and milestones the team must meet.
Describe how the team should communicate and collaborate throughout the project to reduce miscommunications. Include links to the following tools and documents:
Communication channels.
Reporting.
Escalation paths.
Team structure.
Project documentation.
List the acceptance criteria the project must meet. Then, detail a plan for following up on the completed work to ensure it’s working as intended.
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