9. Planning Template - Project Plan (MS Excel)

PROJECT PLAN Project Name: Project Manager: Planned Start Date: Planned Finish Date: Project Budget: ©

Summary ID

1 2 3 4 M1 5 6 7 8 9 M2 10 11 12 13 M3 14 15 16 M4 17 18 19 M5

Task Name

INITIATION Develop Business Case Perform Options Analysis Perform Cost Benefit Analysis Perform Risk Assessment Document Business Case

Duration Resource

Expenditure Other  Costs

Duration

St Start

Finish

Labour  Cost

Equip. Cost

1 day 1 day 1 day 1 day

11-Jan-2004 1-Jan-2004 11-Jan-2004 11-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day 1 day

1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 11-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0. 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day

1-Jan-2004 11 -Jan-2004 11-Jan-2004 11 -Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0. 0 .00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

1 day 1 day 1 day

11-Jan-2004 11-Jan-2004 1-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0. 0 .00

0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00

1 day 1 day 1 day

11-Jan-2004 11-Jan-2004 1-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00

1 day

1-Jan-2004

2-Jan-2004

0.00

0.00

0.00

0.00

Total Cost

Business Case Approved 

Perform Feasibility Study Problem Analysis Requirements Analysis Feasibility Assessment Feasibility Ranking & Results Document Feasibility Study Feasibility Study Approved 

Establish Project Charter Identify Project Scope Identify Project Structure Identify Project Processes Document Project Charter Project Charter Approved 

Appoint Project Team Appoint Project Sponsor Appoint Project Manager Appoint Project Team Project Team Appointed 

Set-up Project Office Procure Office Premises Procure Project Assets Build Physical Office Environment Project Office Established 

Perform Stage-Gate PLANNING Create Project Plan

20 21 22 23 24 25 26 27 28 M6 29 30 31 32 33 M7 34 35 36 37 38 M8 39 40 41 42 43 M9 44 45 46 47 48 49 M10 50 51 52 53 M11

Identify Milestones Identify Phases Identify Activities Identify Tasks Identify Effort Identify Resources Identify Schedule Identify Dependencies Document Project Plan

1 day 1 day 1 day 1 day 1 day 1 day 1 day 1 day 1 day

1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 11-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0. 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day 1 day

11-Jan-2004 11 -Jan-2004 11-Jan-2004 1-Jan-2004 11-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0. 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day 1 day

1-Jan-2004 11-Jan-2004 11-Jan-2004 1-Jan-2004 11-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0. 0 .00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day 1 day

11-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 11-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day 1 day 1 day

11-Jan-2004 11-Jan-2004 1-Jan-2004 11-Jan-2004 1-Jan-2004 1-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0. 0 .00 0.00 0.00 0. 0 .00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day

1-Jan-2004 11 -Jan-2004 1-Jan-2004 11 -Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

Project Plan Approved 

Create Resource Plan List Labour Resources List Equipment Resources List Material Resources Schedule Resources Document Resource Plan Resource Plan Approved 

Create Financial Plan Itemise Labour Costs Itemise Equipment Costs Itemise Material Costs Schedule Costs Document Financial Plan Financial Plan Approved 

Create Quality Plan Identify Quality Targets Identify Quality Assurance Techniques Identify Quality Control Techniques Identify Quality Management Processes Document Quality Plan Quality Plan Approved 

Create Risk Plan Identify Potential Risks Quantify Risk Likelihood Quantify Risk Impact Determine Risk Priority Identify Risk Mitigation Activities Document Risk Plan Risk Plan Approved 

Create Acceptance Plan Identify Acceptance Milestones Identify Acceptance Criteria Identify Acceptance Schedule Document Acceptance Plan Acceptance Plan Approved 

54 55 56 57 M12 58 59 60 61 M13 62 63 64 65 66 67 M14

Create Communications Plan Identify Communications Requirements List Communications Activities Identify Communications Schedule Document Communications Plan

71 72 73 74 75 76 77 78 79 M16

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day

11 -Jan-2004 11 -Jan-2004 1-Jan-2004 1-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

1 day 1 day 1 day 1 day 1 day 1 day

1-Jan-2004 1-Jan-2004 11-Jan-2004 1-Jan-2004 11 -Jan-2004 1-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00

1 day

1-Jan-2004

2-Jan-2004

0.00

0.00

0.00

0.00

1 day 1 day 1 day

11-Jan-2004 11 -Jan-2004 1-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00

0.00 0.00 0.00

1 day 1 day 1 day 1 day 1 day 1 day 1 day 1 day 1 day

1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004 11-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00 0.00 0.00 0. 0.00 0. 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

1 day

1-Jan-2004

2-Jan-2004

0.00

0.00

0.00

0.00

1 day 1 day

1-Jan-2004 11 -Jan-2004

2-Jan-2004 2-Jan-2004

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

Procurement Plan Approved 

Contract Suppliers Document Statement of W ork (SOW ) Document and Release RFI Identify Supplier Shortlist Document and Release RFP Select Preferred Supplier Negotiate Supplier Contract Supplier Contract Approved 

EXECUTION Build Deliverables Build Project Deliverables Test Project Deliverables Implement Project Deliverables Project Deliverables Implemented 

Monitoring and Control Perform Time Management Perform Cost Management Perform Quality Management Perform Change Management Perform Risk Management Perform Issue Management Perform Procurement Management Perform Acceptance Management Perform Communication Management Project Complete 

Perform Stage-Gate

80 81

1-Jan-2004 1-Jan-2004 1-Jan-2004 1-Jan-2004

Communications Plan Approved 

Create Procurement Plan Identify Required Products Undertake Market Research Identify Procurement Schedule Document Procurement Plan

Perform Stage-Gate

68 69 70 M15

1 day 1 day 1 day 1 day

CLOSURE Perform Project Closure Register Assets in Financial System Perform Customer Signoff

82 83 84 85 86 M17

Release Documentation & Equipment Release Project Resources Perform Supplier Contract Closure Document Project Closure Report Review Project Completion Post Implementation Review Project Closed 

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1 day 1 day 1 day 1 day

1-Jan-2004 11 -Jan-2004 1-Jan-2004 1-Jan-2004

2-Jan-2004 2-Jan-2004 2-Jan-2004 2-Jan-2004

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

1 day 1 day

1-Jan-2004 1-Jan-2004

2-Jan-2004 2-Jan-2004

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00