Build a generic project plan Project approach

Describe the overall approach to initiating, planning, executing and closing the project using Table 2.15.

Table 2.15 Project approach


Overall approach


Outline the method by which the project will be further defined, the project team appointed and the project office established


Define the overall planning process to ensure that the phases, activities and tasks are undertaken in a coordinated fashion


Describe the generic phases and activities required to build, test and implement the deliverables of the project


Describe the steps required to release the deliverables to the business, close the project office, reallocate staff and perform a post-implementation review (PIR) of the project

Create a summarized plan listing the phases, activities and timeframes in the project. (See Figure 2.3 for an example.)

Next, list the major project milestones and explain why each milestone is critical to the project, as in Table 2.16. A milestone is an important event within the project, such as the achievement of a key project deliverable or a business/external event impacting the project.

Table 2.16 Project milestones




Milestone title


Explain why milestone date is critical to project

Figure 2.3 Summarized project plan

Then list any external dependencies and their criticality to the project. External dependencies are activities within the project which are likely to impact on or be impacted by an activity external to the project. (See Table 2.17.)

Table 2.17 Project dependencies

Project activity

Impacts on

Is impacted by



Planned activity

External activity

External activity



A detailed project plan will be completed during the project planning phase. Resource plan

Describe the level of resource required for the project by listing the roles, their start dates, end dates and the percentage of time that they will be allocated to the project as in Table 2.18.

Table 2.18 Project resources


Start date

End date

% effort

Project role




A detailed resource plan will be completed during the project planning phase. Financial plan

Summarize the project as specified in the business case, using Table 2.19.

Table 2.19 Project finances





Salaries of project staff Contractors and outsourced parties Training courses

$ x $ x $ x


Building premises for project team

Equipment and materials

Tools (computers, cabling, phones etc)

$ x $ x $ x


Advertising/branding Promotional materials PR and communications

$ x $ x $ x


Operational downtime Short-term loss in productivity Cultural change


A detailed financial plan will be completed during the project planning phase. Quality plan

Summarize the management processes required to ensure the success of the project, using Table 2.20.

Table 2.20 Project processes



Time management

Summary of how the process will be undertaken

Cost management

Quality management

Change management

Risk management

Issue management

Procurement management

Acceptance management

Communications management

A detailed quality plan will be completed during the project planning phase.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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