Templates

• Document from business owner/ sponsor that sets out initial expectations of project along with key dates and deliverables  and indicative budget
• Gives authority to the assigned Project Manager to start scoping and planning the project
• Aim is to ensure that what the Project Sponsor gives to the PM is fully understood (not ambiguous!) and these requirements are agreed prior to any investigation occurring.
• Allows PM to review at post project review stage what was delivered against what was originally requested
• OWNER - Project Sponsor

Authorisation - Provides the overall justification to commence:

• Control - Provides the basis of control (i.e. baseline)
• Ongoing Viability - Ensures ongoing viability to be conducted against original assumptions
• Dynamic document  - Changes as project progress
• Agreed and owned by Project Sponsor
• Agreed with all Project Stakeholders

It should detail the following:

• Benefits - why are we doing it
• Objectives - what are trying to achieve (SMART)
• Critical Success Factors (Enablers)
• High Level Deliverables (Stage & Gate)
• Review the different Options
  

• Aim is to be a summary report that easily shows the status of project, current issues, risks and changes and status of work packages.
• This report will feed into an overall Department Project Report which will be distributed to the Project Team and Board and available for all to view in Project Folder
• OWNER - Project Manager
  

Lessons learned document that reviews entire project:

• Review original Project Brief, PID, Project Plans and logs and compare what was implemented against what was originally requested.
• Aim to receive an unbiased account from the Project team on how well the project ran, what went well, what went wrong and where things can be improved.
• This will then feed into an overall post project review presentation which will be given to the project board prior to completion of the project.
• OWNER - Project Manager

• Unique Identity Number
• Spreadsheet or SPS List that records all project risks, their contingencies, containments  impact, likelihood, owner, status and costs
• Aim is to highlight risks to the Project Board and team and ensure that sufficient investigation and analysis has been done to minimise the impact of the risk onto the project
• Should be reviewed regularly both by the Project Team and the Project Board
• OWNER - Project Manager

• Unique Identity Number
• Spreadsheet or SPS List detailing all changes that have been requested during the course of the project.
• Details the change, impact, cost and current status
• Aim is to track changes and ensure that changes are managed
• OWNER - Project Manager

• Document that defines the work that is required to be completed by team to produce products for the project.
• All Work Packages are to be registered by the PMO
• Owned by Team Manager who will liaise with Project Manager to define the start and end dates
• All tasks on work package will be delegated by Team Manager to their team.