Enhanced Management Framework For Information Management/Information Technology Project Plan Template
Enhanced Management Framework For Information Management/Information Technology Project Plan Template
Enhanced Management Framework For Information Management/Information Technology Project Plan Template
Brooks, P., The Mythical Man Month Anniversary Edition, Reading, Mass.: Addison-Wesley, 1995.
Page 2
Page 3
References
PPTO-PS-001
PPTO-PS-002
PPTO-PS-003
IEEE Std 1058-1998, IEEE Standard for Software Project Management Plans.
Watts S. Humphrey. Managing the Software Process. Addison-Wesley, Reading, Mass.,
1989.
Contributors
The Project Planning, Tracking, and Oversight (PPTO) Working Group of the Enhanced
Management Framework (EMF) of the Chief Information Officer Branch (CIOB) of the
Treasury Board of Canada Secretariat (TBS) developed this document.
The following individuals contributed to the development of this document:
Linda Albert
Revenue Canada
Vern French
Prior
Mark Jennings
Debbie Jones
Roy Mundt
Debbie Sleeman
Page 4
Date of Issue
Author(s)
0.1
1999-07-23
EMF-PPTO
Initial Draft
0.2
1999-07-30
EMF-PPTO
0.3
1999-08-09
TBS Client
Services
0.4
1999-08-12
EMF-PPTO
1.0
1999-11-10
EMF-PPTO
First Draft
Page 5
Project Plan
Approval Signatures
Approved by:
Prepared by:
Approved by:
Prepared by:
Reviewed by:
Page i
Project Plan
Table of Contents
1.
Project Overview............................................................................................
1.1 Purpose, Scope, and Objectives....................................................................................
1.2 Assumptions and Constraints.........................................................................................
1.3 Project Deliverables........................................................................................................
1.4 Schedule and Budget Summary.....................................................................................
1.5 Evolution of the Plan.......................................................................................................
1.6 References.....................................................................................................................
1.7 Definitions and Acronyms...............................................................................................
2.
Project Organization......................................................................................
2.1 External Interfaces..........................................................................................................
2.2 Internal Structure............................................................................................................
2.3 Roles and Responsibilities.............................................................................................
3.
4.
Organisation
Owner
Title/Subject
Approved by
Date
Number
Version
Page ii
Project Plan
5.
6.
Additional Plans...........................................................................................
Annex A................................................................................................................
Annex B................................................................................................................
Organisation
Owner
Title/Subject
Approved by
Date
Number
Version
Page iii
Project Plan
Date of Issue
Organisation
Owner
Author(s)
Title/Subject
Approved by
Date
Number
Version
Page iv
Project Plan
1. Project Overview
This section of the IM/IT Project Management Plan provides an overview of the
purpose, scope and objectives of the project for which the Plan has been written, the
project assumptions and constraints, a list of project deliverables, a summary of the
project schedule and budget, and the plan for evolving the IM/IT Project
Management Plan.
1.1 Purpose, Scope, and Objectives
Describe the imposed constraints and risks on the project such as:
schedule,
budget,
resources,
quality,
software to be reused,
existing software to be incorporated,
technology to be used, and
external interfaces.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 1
Project Plan
Identify and list the following, as required to satisfy the terms of the project
charter or contract:
Provide a summary of the schedule and budget for the IM/IT project.
Restrict the level of detail to an itemization of the major work activities and
supporting processes (e.g.: give only the top level of the work breakdown
structure).
Specify the plans for producing both scheduled and unscheduled updates to
this Plan.
Specify how the initial version of this Plan shall be placed under
configuration management.
Specify how changes to this Plan shall be controlled after its issue.
1.6 References
Identify each referenced document by title, report number, date, author and
publishing organization.
Identify and justify any deviations from the referenced standards or policies.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 2
Project Plan
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 3
Project Plan
2. Project Organization
2.1 External Interfaces
Identify, as applicable:
Describe the interfaces among the units of the IM/IT development team.
Describe the interfaces between the project and organizational entities that
provide supporting processes, such as configuration management, quality
assurance, and verification and validation.
Identify and state the nature of each major work activity and supporting
process.
Identify the organizational units that are responsible for those processes and
activities.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 4
Project Plan
3.1.2
3.1.3
Estimates
Specify the sources of estimate data and the basis of the estimation
such as: analogy, rule of thumb, standard unit of size, cost model,
historical database, etc.
Staffing
Resource Acquisition
Specify the plan for acquiring the resources and assets, in addition to
personnel, needed to successfully complete the project.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 5
Project Plan
3.1.4
Decompose the work activities to a level that exposes all project risk
factors, and that allows accurate estimation of resource requirements
and schedule duration for each work activity.
necessary resources,
estimated duration,
products or deliverables of the activity,
acceptance criteria for the work activity products, and
predecessor and successor work activities.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 6
Project Plan
3.2.2
3.2.3
Schedule Allocation
Resource Allocation
Specify the numbers and required skill levels of personnel for each
work activity.
3.2.4
Use a separate line item for each type of resource for each work
activity.
Budget Allocation
travel,
meetings,
computing resources,
software tools,
special testing and simulation facilities, and
administrative support.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 7
Project Plan
Use a separate line item for each type of resource in each activity
budget.
3.3.2
3.3.3
Requirements Management
Schedule Control
Specify the methods and tools that will be used to measure and
control schedule progress.
Identify the objective criteria that will be used to measure the scope
and quality of work completed at each milestone, and hence to
assess the achievement of each schedule milestone.
Budget Control
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 8
Project Plan
3.3.4
3.3.5
3.3.6
Specify the methods and tools that will be used to track the project
cost.
Quality Control
Reporting
Project Metrics
Specify plans for assessing initial risk factors and for the ongoing
identification, assessment, and mitigation of risk factors throughout the life
cycle of the project.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 9
Project Plan
Identify and describe the applicable impact of any of the following risk
factors:
Identify the plans necessary to ensure orderly closeout of the IM/IT project.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 10
Project Plan
Define the relationships among major project work activities and supporting
processes.
Describe the flow of information and work products among activities and
functions.
In the process model for the project, include project initiation and project
termination activities.
4.3 Infrastructure
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 11
Project Plan
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 12
Project Plan
Specify the methods that will be used to perform the following activities:
configuration identification,
configuration control,
status accounting,
evaluation, and
release management.
Specify or reference the verification and validation plan for the IM/IT
project, providing the information identified in the following lines.
Specify the scope, tools, techniques and responsibilities for the verification
and validation work activities.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 13
Project Plan
5.3 Documentation
Specify or reference the quality assurance plan for the IM/IT project,
containing the information identified in the following lines.
Specify the plans for assuring that the IM/IT project fulfills its
commitments to the IM/IT process and the IM/IT product as specified in the
requirements specification, the IM/IT Project Management Plan, supporting
plans and any standards, procedures, or guidelines to which the process or
the product must adhere.
List the external agencies that approve or regulate any project deliverable.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 14
Project Plan
requirements management,
monitoring of technical progress,
schedule and budget control
product acceptance criteria,
risk management procedures,
additional topics as needed to ensure successful completion of the
subcontract, and
a reference to the official subcontract and subcontractor/prime
contractor points of contact.
Specify the plans for periodically assessing the project, for determining
areas for improvement, and for implementing the improvement plans.
Ensure that the process improvement plan is closely related to the problem
resolution plan.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 15
Project Plan
6. Additional Plans
plans for assuring that safety, privacy, and security requirements are
met,
special facilities or equipment specification,
product installation plans,
user training plans,
integration plans,
data conversion plans,
system transition plans,
product maintenance plans, or
product support plans.
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 16
Project Plan
Annex A
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 17
Project Plan
Annex B
Organisation
Owner
Project Plan
Approved by
Date
Number
Version
Page 18