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                          Project Management Templates > Templates by Project Phase > Initiation and Planning

                          Initiation and Planning

                          PM Phases - Initiation and Planning

                          Purpose: Define and Plan the project. Identify and kick off a cross-functional project team to define the detailed scope and requirements for the project; plan and estimate the work and costs involved; make trade-offs as necessary; and commit to an agreed-upon balance among scope, time (schedule), and costs that will meet customer and company goals.



                          Team Kickoff - Project Goals, Team Roles and Responsibilities
                          Project Kickoff Meeting Agenda and Guidelines
                          Multi-Project Kickoff Meeting Agenda
                          Team Member Introductions
                          Aligning and Adapting to Partner Perspectives
                          Team Roles and Responsibilities List
                          Project Team Organization and Assignments
                          Responsibility Allocation Matrix
                          Software Release Team Member Glossary


                          Communicate - With team and stakeholders
                          Establishing Ground Rules for Issue Escalation
                          Project Escalation Process Guidelines
                          Communications Plan
                          Project Stakeholder/Influencer Assessment and Communication Plan
                          Stakeholder Analysis Summary Table
                          Team Meetings Descriptions Sample
                          Team Meeting Agenda
                          Team Meeting Minutes
                          Agile Technique Guideline: Standup Meetings
                          Agile Technique Guideline: Information Radiators


                          Scope - Define what the project must deliver
                          Documenting Project Assumptions and Constraints
                          Business Process Modeling Technique Brief
                          Project Scope Definition: Deliverables
                          Project Scope Definition: Vision Document
                          Project Scope Definition: Statement of Work (SOW)
                          Use Case Specification


                          Requirements - Details of what must be created
                          Requirements documents for different types of projects
                          Business Requirements Document
                          Marketing Requirement Document
                          Product Requirements Specification
                          Software Requirements Specification

                          New System Request for Proposal (RFP) Outline
                          IT Project Request for Proposal (RFP)
                          RFP for Training Program Development

                          Related Guidelines
                          Software Requirements Capture Guideline
                          Requirements Interview Checklist
                          Requirements Workshop Planning Guide
                          Training Needs Assessment Guidelines
                          Requirements Change Management Guideline
                          Requirements Measurement Plan
                          Requirements Management Plan
                          Technique Brief – Context Diagrams
                          Requirements Walkthrough Checklist


                          Planning - WBS, Schedule, Resources Functional, and Project Management Plans
                          Planning Process Guidelines
                          Planning and Scheduling: Task Identification and Work Breakdown
                          Planning and Scheduling: Identifying Dependencies
                          Planning and Scheduling: Assigning Resources
                          Planning and Scheduling: Estimating Work and Costs
                          Planning and Scheduling: Project Schedule and Critical Path
                          Planning and Scheduling: Create Project Plan Document
                          Task Responsibility Matrix Formats
                          Estimating Process and Methods
                          Pete's Estimating Laws
                          Scheduling Checklist
                          Milestone Table with Driver Tasks

                          Project management plan documents – example variations
                          Generic Project Plan Document
                          IT Project Plan Document
                          Development Project Plan
                          Software Project Plan
                          Project Plan Example – Small Project

                          Example WBS and Schedules
                          Infrastructure Deployment WBS
                          WBS Example: Marketing Project
                          WBS Example: Market Research Planning
                          Renovation WBS and Draft Schedule
                          WBS and Project Schedule for Event Planning
                          ISO 9000 Registration
                          Brochure Planning WBS and Schedule
                          Integrated Hardware/Software Mechanical WBS
                          WBS Example: Vendor Selection Project
                          WBS Example: Agile Project Plan
                          WBS Example: Consulting Planning
                          WBS Example for LAN Installation Planning
                          Software Application Development WBS
                          WBS Example: Presentation Planning
                          Commercial Construction WBS and Draft Schedule
                          WBS and Project Schedule for House Construction
                          User Manual Planning WBS and Schedule
                          Department and Project Level WBS Example
                          WBS and Project Schedule for New Business Planning
                          WBS and Project Schedule for Trade Show Planning
                          MS Project Template for IT Software Development
                          WBS and Project Schedule for Office Relocation
                          Party Planning WBS and Schedule
                          WBS Example: A Holiday Dinner
                          WBS for Electromechanical Systems Project
                          WBS for Large Network Software Project
                          WBS & Gantt for 802.11 Master Development Schedule
                          WBS & Gantt for USB Development Schedule
                          Software Release Life Cycle WBS
                          Software Bug Fix WBS

                          Special planning approaches
                          Agile Technique Brief: Agile Planning
                          Spiral/Iterative Project Phase Approach
                          Software Release Life Cycle Overview
                          Introduction to Software Release Trains
                          Collaborative Milestone-Driven Planning Process
                          Planning and Managing Multiple Small Projects

                          Related Functional Plans
                          Special Event Safety Plan
                          Marketing Plan
                          Discontinuance End-of-Life Planning
                          Project Overview Test Plan
                          Beta Test Plan
                          User Acceptance Test Plan
                          User Documentation Plan
                          New Product Manufacturing Plan
                          Maintenance Planning Guidelines and Plan Outline
                          Training Plan - High Level
                          Localization Guidelines


                          Risks - Assessment, Mitigation, Planning
                          Special Event Safety Plan
                          IT Process and Staff Impact Assessment
                          Product and Project Risk Assessment and Mitigation Tables
                          Project Risk Checklist
                          Risk Management Model
                          Calculating Expected Monetary Value (EMV) of Risks
                          Risk Management Plan
                          Risk Management Process
                          Risk Strategy Selection Matrix


                          Budgeting - Resources and Budget
                          Project Budgets
                          Tools and Equipment List


                          Trade-offs - Identify, Analyze, and Review options
                          Planning and Scheduling: Make Trade-offs and Optimize
                          Project Flexibility Matrix
                          Project Alternatives Tradeoff Table
                          Agenda for Preliminary Design Review Meeting
                          Review Checklists: Preliminary Design Review
                          Late Cost Per Week Worksheet


                          Commitment - Approve and commit to project cost, time, scope
                          Project Plan Signoff Checklist
                          End of Initiation Phase Checklist
                          Phase signoff process






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