Initiation and scope 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

BSBPMG522 Undertake project work Project Planning Templates
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BSBPMG522 Undertake project work Project Planning Templates
1.1 – Initiation and scope
Project brief
Project purpose and rationale
Project title
Organizing program for Max Lionel Realty (MLR)
Project purpose
The organization “MLR” wants to implement a program in order to develop proper
good-will for the clients and for keeping the organization satisfied in context to
both legal as well as ethical based obligations.
Background and strategic context
Max Lionel Realty (MLR) is generally founded in 2008 by one of the property
developers that is Max Lionel. The company presently employs 100 people out
them 80 are agents of real estate who are licensed. The main mission of the
organization is to get highest return from the clients for delivering proper client
experience. In addition to this, in context to strategic, the organization wants to
achieve both its mission as well as vision by engaging the customers as well as
clients and well as by building goodwill reputation for integrity.
Priority
This project is the first priority before the organization in order to inform the
different agents about ethical obligations and for successfully encouraging high
standards for proper professional conduct.
Related projects
No such type of projects is undertaken in the past which are connected with the
implementation of the program in order to develop customer good-will and for
informing clients about the MLR commitments.
Project client/owner
The client is the person who generally wants to undertake the entire project
successfully so that the various goals and objectives of the project can be
achieved effectively.
Project sponsor
The project sponsor mainly funds the amount of money that is needed in order to
make an effective arrangement about the program in order to create proper
client-based goodwill and for keeping the organization satisfied in context to legal
as well as ethical related obligations. Additionally, they align the project with the
goals, objectives as well as business strategies.
Project manager
They help in organizing a program so that the legal as well as ethical obligations
of the customers get satisfied. In addition to this, they take the responsibility of
activity and resource planning, controlling time management as well as proper
estimation of the project budget.
Project status
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BSBPMG522 Undertake project work Project Planning Templates
It is decided that the program will be organized within 35 days by utilizing budget
of around $15,000. The project status helps in showcasing that both the initiation
as well as planning phase of the project is complete. Moreover, the project
manager creates an assumption according to which the entire work of the project
generally gets finished as per the initial planning and the project team members
will be able to manage the hurdles of the project efficiently.
Special provisions
The different types of provisions which are undertaken are:
 Health and safety: The organization wants to promote both health as
well as safety of the workers in the workplace so that so accidents issue
would occur. Additionally, the team members must work ethically in the
project for avoiding ethical issues.
 Culture of workplace: It is quite necessary to develop proper working
culture such that the project workers can be capable of managing the
project work quite efficiently.
Project approvals
.
<Please fill> <Please fill>
Project Manager Project Sponsor
<Please fill> <Please fill>
Project Client/Owner Other
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Project scope document
In Scope Out of scope
(exclusions)
Assumptions Constraints
In-scope of the
project include:
 Organizing
a program
for MLR
 Informing
clients as
well as
tenants
Out of scope
includes:
 The facility of
training is not
given to the
workers
 Project related
information is
not given to the
suppliers.
The assumptions
include:
 Proper
arrangement for
the program will
generally get
completed
within $15,000.
 The
stakeholders
The constraints
are mainly listed
below:
 Increase of
project
budget can
cause
financial
issue.
 Lack of
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BSBPMG522 Undertake project work Project Planning Templates
 Promoting
different
types of
professional
conduct
will be helpful in
executing the
project within
the time-period
 Execution of all
the activities of
the project will
be done within
35 days.
management
knowledge
within the
team leaders
can block the
project
progress.
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Stakeholder analysis
Name Work area Stakeholder
type (client,
end-user)
Impact on/by
project,
requirements,
success criteria
Pat
They take the
responsibility of
managing
commercial realty
aspects and also
assists in
successful
managing different
types of commercial
agents.
Manager of
commercial realty
The work activities related
with commercial gets
managed effectively.
Sam Lee
They help
managing
residential realty
and provides help
to residential
agents.
Manager of
residential realty
The work activities which
are associated with
residential realty gets
managed effectively.
Kim
They take the
responsibility of
effectively
managing the
operations.
Operational
manager
The program for creating
goodwill among the
customers gets
implemented on time.
Candidate 1 The project Project manager They help in directing and
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BSBPMG522 Undertake project work Project Planning Templates
manager is
responsible for
directing and
managing the
project work
managing the project so
that it gets executed on
time.
Candidate 2 They help in
implementing
proper rules,
regulations as well
as code of conduct.
Legal manager They want to implement
proper rules and
regulations for avoiding
code of conduct.
Candidate 3 They take proper
responsibility of
supervising the
project work
Supervisor The supervisors generally
guide the project team and
assures that the project
work will be properly done.
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
Communication plan
What Who Purpose When/
frequency
Type/
methods
Project
kick off
informa
tion
All stakeholders Proper
information
about the
project roles of
stakeholders are
provided.
Before starting
of the project.
Report
Status
report
All project
stakeholders
Significant
information
about the
project progress
is generally
conveyed to the
stakeholders
During the
project progress
Progress report
is provided with
the help of
email.
Team
meeting
s
To the project
team
The team
leaders discuss
the problems
due to which
the project is
facing delay.
Weekly Face to face
conversation
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BSBPMG522 Undertake project work Project Planning Templates
What Who Purpose When/
frequency
Type/
methods
Sponsor
meeting
s
Financial
manager
The sponsor
provides details
about the
funded budget
to the
managers such
that the entire
project get
accomplished
within that
budget.
Once Meeting
Project Title: Organizing program for
Max Lionel Realty (MLR)
Project Client:
<Please fill>
Date: 20-01-
2020
Version:
Project
Sponsor: Max
Lionel
Project
Manager:
<Please fill>
File Name: BSBPMG522
Undertake project work
Page x
of y
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