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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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