2 Planning Forms

2.0 Planning Process Group

2.1 Project Management Plan
2.2 Change Management Plan
2.3 Project Roadmap
2.4 Scope Management Plan
2.5 Requirements Management Plan
2.6 Requirements Documentation
2.7 Requirements Traceability Matrix
2.8 Project Scope Statement
2.9 Work Breakdown Structure
2.10 WBS Dictionary
2.11 Schedule Management Plan
2.12 Activity List
2.13 Activity Attributes
2.14 Milestone List
2.15 Network Diagram
2.16 Duration Estimates
2.17 Duration Estimating Worksheet
2.18 Project Schedule
2.19 Cost Management Plan
2.20 Cost Estimates
2.21 Cost Estimating Worksheet
2.22 Cost Baseline
2.23 Quality Management Plan
2.24 Quality Metrics
2.25 Responsibility Assignment Matrix
2.26 Resource Management Plan
2.27 Team Charter
2.28 Resource Requirements
2.29 Resource Breakdown Structure
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Risk Report
2.34 Probability and Impact Assessment
2.35 Probability and Impact Matrix
2.36 Risk Data Sheet
2.37 Procurement Management Plan
2.38 Procurement Strategy
2.39 Source Selection Criteria
2.40 Stakeholder Engagement Plan
 Project Management Plan
Project title: ….................................... Date Prepared:

Project life cycle:

Phase Key activities Key Deliverables

Phase Reviews Entry criteria

Development approaches:
Deliverable Development approach

Subsidiary Management Plans:

Name Comment
Scope
Time
Cost
Quality
Resource
Communications
Risk
Procurement
Stakeholder
Other Plans

Variance thresholds:
Scope variance threshold Scope baseline Management

Schedule variance threshold Schedule baseline Management

cost variance threshold cost baseline Management

Baselines:
Attach all project baselines.
n
…....................................

Exit criteria

roach

anagement

e Management
nagement
 Change Management Plan
Project title: ….................................... Date Prepared:

Change Management approach:

Definitions of change:

Schedule change:

Budget change:

Scope change:

Project document changes:

change control board:

name role responsibility

Change control Process:

Change request submittal

Change request tracking

Change request review

Change request disposition

Attach relevant forms used in the change control process.

n
…....................................

authority
 Scope Management Plan

Project title: ….................................... Date Prepared:

Work breakdown (WBS) Structure

WBS Dictionary

Scope Baseline Maintenance

Deliverable Acceptance

Scope and Requirements Integration

…....................................
 Requirements Management Plan

Project title: ….................................... Date Prepared:

Collection:

analysis:

categories:

Documentation:

Prioritization:

Metrics:

Traceability Structure:

Tracking:

reporting:
validation:

configuration Management:
lan

…....................................
 Requirements Documentation

Project title: …............................................. Date Prepared:

ID Requirement Stakeholder Category Priority

ocumentation

…................................................

Acceptance Test or Phase or

criteria Verification Release
 Requirements Traceability

Project title: ….............................................

Requirement information
ID Requirement Source Priority

Inter - Requirements Traceabi

Project title: ….............................................

iD Business Requirement Priority Source

Requirements Traceability Matrix

Date Prepared: …................................................

Relationship traceability
Category Business Objective Deliverable Verification Validation

r - Requirements Traceability Matrix

Date Prepared: …................................................

ID Technical requirement Priority Source

 Project Scope Statement

Project title: ….................................... Date Prepared:

Project scope description

Project deliverables

Product acceptance criteria

Project exclusions

Project constraints

Project assumptions
…....................................