BSBPMG522A Project Planning Templates

Project Planning
Templates
BSBPMG522 Undertake project
work

Table of Contents
1.1 – Initiation and scope........................................................................1
Project brief..................................................................................... 1
Project scope document..................................................................2
Stakeholder analysis.......................................................................3
Communication plan (example)......................................................4
Roles and responsibilities................................................................5
Project snapshot............................................................................. 6
1.2 – Planning......................................................................................... 7
Work breakdown structure..............................................................7
Project plan..................................................................................... 8
Gantt chart.................................................................................... 12
Activities schedule........................................................................13
Budget.......................................................................................... 14
Risk register.................................................................................. 15
Risk assessment form...................................................................16
1.3 – Implementation............................................................................ 17
Change requests...........................................................................17
Issues log...................................................................................... 18
1.4 – Monitoring.................................................................................... 19
Status update report.....................................................................19
1.5 – Finalising and review....................................................................20
Budget variation report.................................................................20
Post-project review meeting.........................................................21
Handover report............................................................................22
Post-project review report.............................................................23

1.1 – Initiation and scope
Project brief
Project purpose and rationale
The purpose of this project is to conduct an interactive session with potential
clients, agents and current tenants regarding current compliances and standards
followed by the company and also achieve client buy in.
Project titleConducting a project for forwarding information of policies and standards to
tenants, agents and potential clients.
Project purpose
The purpose of the project is to ensure the tenants and agents have clear idea
about the company’s operations.
Background and strategic context
MLR wants to strengthen its relationship with tenants, agents and potential clients
so that the company gets a strong ground to grow beyond its current limitations.
This project is necessary for the strategy because once the target groups are
aware of the policies and standards, they will also comply with them allowing the
company to operate as per their own strategic directions.
Priority
The project has moderate priority and needs to be conducted within a specific
timescale.
Related projects
Currently, there are no related projects but once this project is complete, there
will be a series of mini projects later on.
Project client/owner
MLR CEO Max Lionel is the project owner.
Project sponsor
MLR CEO himself will provide the funds as it is an internal project for the company.
Project manager
Operations General Manager Kim Sweeney has been selected for project manager.
Project status
Initial planning for the project is complete and the initiation of the project has
started. One major constraint is that the tenants are not willing to join the project
as they feel it is waste of time.
Special provisions
No clients, agents or tenants will be included in the project without their proper
consent.
Project approvals
Add any signatures that are required for approval to proceed to the next phase.
Project Manager Project Sponsor
Project Client/Owner Other
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Project Title: Project Client: Date:
Version:
Project
Sponsor:
Project
Manager:
File Name: Page x
of y
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Project scope document
This template is a tool that can be used with key stakeholders to clearly define the
logical boundaries of the project. Ensure that you note any requirements that are
out of scope to achieve absolute clarity about what is and is not covered by this
project, and to avoid the potential for problems later on.
In Scope Out of scope
(exclusions)
Assumptions Constraints
Conduction of
interactive
sessions with
the clients,
tenants and
agents is within
the scope.
Strategic change in
company
administration is out
of scope.
The agents and
clients will agree to
the project.
Lack of interest
among tenants to
join the project.
Project Title: MLR Project Project Client: Date:
Version:
Project
Sponsor:
Project
Manager:
File Name: Page x
of y
Stakeholder analysis
Use this template to identify areas, groups or individuals who may participate in,
or are affected by, the project. Include everyone who has a vested interest. A
useful question to ask is: ‘What will make this project a success for you?’
Name Work area Stakeholder
type (client,
end-user)
Impact on/by
project,
requirements,
success criteria
MLR
Management
Business
Management
Management Monitoring and
governance
Agents Business and
Negotiations
External / Hired Active participation in
the project
Tenants Various Client Active participation in
the project
Potential
Clients
Various Client Active participation in
the project
Project Title: Project Client: Date:
Version:
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Project
Sponsor:
Project
Manager:
File Name: Page x
of y
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Communication plan (example)
What Who Purpose When/
frequency
Type/methods
Initiati
on
meetin
g
All stakeholders. Gather
information for
initiation plan.
FIRST
Before project
start date.
Meeting.
Distrib
ute
project
initiati
on plan
All stakeholders. Distribute plan
to alert
stakeholders of
project scope
and to gain buy
in.
Before kick-off
meeting.
Before project
start date.
Project snapshot
distributed via
hard copy or
electronically.
May be posted
on project
website.
Project
kick-off
All stakeholders. Communicate
plans and
stakeholder
roles/
responsibilities.
Encourage
communication
among
stakeholders.
At or near
project start
date.
Meeting.
Status
reports
All stakeholders
and project
office.
Update
stakeholders on
progress of the
project.
Regularly
scheduled.
Weekly is
recommended
for small-
medium
projects.
Distribute status
report
electronically
and post via
website.
Team
meetin
gs
Entire project
team.
Individual
meetings for
sub-teams as
appropriate.
To review
detailed plans
(tasks,
assignments,
and action
items).
Regularly
scheduled.
Weekly is
recommended
for entire team.
Weekly or bi-
weekly for
sub-teams as
needed.
Meeting:
detailed plan.
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What Who Purpose When/
frequency
Type/methods
Sponso
r
meetin
gs
Sponsor/s and
Project Manager.
Update
sponsor/s on
status and
discuss critical
issues.
Seek approval
for changes to
project plan.
Regularly
scheduled.
Recommended
bi-weekly or
monthly and
also as needed
when issues
cannot be
resolved or
changes need to
be made to
project plan.
Meeting.
Project Title: Project Client: Date:
Version:
Project
Sponsor:
Project
Manager:
File Name: Page x
of y
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