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1. Project Plan Template
Purpose
Use the Project Plan Template to summarize the project deliverables.
Be sure to customize this template accordingly. When required, delete the sample text
provided and fill in the blanks with information that is directly related to the project.
This template has been pre-populated with an example of what a sample project plan
might look like. Change, delete, or add to the example as required.

2. [Project Name]
Project Plan
By
[Enter Name Here]
For
[Enter Name Here]
Effective Date:
Document Owner:
Version:
Version Date Revision / Description Author:
Approval:
Approver Title:
Approval Date:

3. Table of Contents Page
1. Project Overview
1.1 Project Purpose
1.2 Executive Summary
1.3 Scope
2. Goals & Objectives
3. Key Success Factors
4. Work Breakdown Structure
5. Project Schedule
5.1 System
5.2 Milestones
5.3 Dependencies
6. Project Budget
7. Communications Plan
8. Management
8.1 Staffing
8.2 Risk
8.3 Change
8.4 Procurement
8.5 Quality
8.6 Issue
8.7 Cost
9. Project Closure
10. Approval

4. 1. Project Overview
1.1 Purpose
The Project Plan defines the objective and scope as well as how the project will be
executed, monitored, and controlled. The intended audience of this document is all project
stakeholders including the project sponsor, the project manager, the project team, senior
management and other key stakeholders.
1.2 Executive Summary
This section should provide an executive summary of the approved project charter
including any assumptions and constraints. If you used Demand Metric’s Project Charter
Template you can copy & paste details here.
1.3 Scope
The scope statement from the project charter should be used as a starting point. Identify
what is required to meet the stated objective and explicitly stating what is in scope and
what is not in scope. This will help to clarify what is included in the project and help to
avoid any confusion from project team members and stakeholders.

5. 2. Goals & Objectives
Enter your project’s goals & objectives in this section. If you used one of Demand Metric’s
Strategy Scorecard Templates you can copy & paste it here.
3. Key Success Factors
Enter your project’s key success factors here. If you used Demand Metric’s Key Success
Factors tool, summarize the results here.

6. 4. Work Breakdown Structure
Identify your Work Breakdown Structure here. If you used Demand Metric’s Work
Breakdown Structure use the results of the list view or the visual representation (or both).
This section also provides an opportunity to define the deliverable acceptance process, list
the major project deliverables, their recipients, delivery dates, acceptance criteria and
delivery method.
5. Project Schedule
5.1 System
Identify the system and/or template that you will be using to create your project schedule.
If you used Demand Metric’s Project Schedule Template add the Gantt chart here.

7. 5.2 Milestones
Identify the significant milestones in the project that you will use to monitor progress. This
can include, but is not limited to, phases, deliverables and stages.
If you used Demand Metric’s Project Milestones Report template, identify your milestones
here.
6. Project Budget
This section should identify the process that will be used to develop the budget, roles and
responsibilities, tools and techniques and reporting.
If you used Demand Metric’s Project Budget Template, insert a high-level budget here.

8. 7. Communications Plan
This section should identify the processes that will be used to plan communications,
identify and manage stakeholders, determine communication requirements, roles and
responsibilities, tools and techniques.
If you used Demand Metric’s Communications Plan Template, insert your plan here.
8. Management
8.1 Staffing
List the major roles identified in the project team. Describe their relevance to the project
and their degree of interaction with specific project activities.
If you used Demand Metric’s Responsibility Assignment Matrix, summarize team member
roles & responsibilities here.

9. 8.2 Risk
If you used Demand Metric’s Risk Management Plan, outline the plan for identifying,
analyzing, and prioritizing project risks here.
It’s also important to that you continue to identify new risks throughout the project's life
cycle. If you used Demand Metric’s Risk Assessment Template, insert it here.
8.3 Change
Summarize the change management processes governance, identification, analysis,
approval process and tracking.
If you used Demand Metric’s Change Management Plan, summarize the plan here.

10. 8.4 Procurement
This should include specific departmental procedures and processes that will be used to
develop procurement plans.
If you used Demand Metric’s Procurement Management Plan, summarize the plan here.
8.5 Quality
Describe how quality will be managed throughout the delivery stage of this project to
ensure quality of deliverables. This should include the approach that will be used during
quality planning, the definition of quality standards, tools and techniques for quality
control and assurance as well as problem tracking and improvement.
If you used Demand Metric’s Quality Management Plan, summarize the plan here.

11. 8.6 Issue
Specify the process to capture and maintain information on all issues. Describe how the
issues are classified and prioritized based on the assessment of their impact. Define the
escalation process that is applied when an issue cannot be resolved at the level where it
was identified. If you used Demand Metric’s Issue Log, insert the log here.
8.7 Cost
Manage costs by specifying the control mechanisms used to measure and report on
project costs. This can include using milestones to calculate the variance of cost of work
completed, budgeted cost of work scheduled and budgeted cost of work completed. If you
used Demand Metric’s Earned Value Analysis Template, include relevant information here.

12. 9. Project Closure
Include the plans necessary to ensure orderly close out of the project. Items in the close
out plan should include a formal project acceptance document, a post-project evaluation, a
lessons learned document and a project closure checklist.
10. Approval
Project Sponsor: Other Key Stakeholder:
Date: Date:
Name: Name:
Signature: Signature:
Executive: Project Manager:
Date: Date:
Name: Name:
Signature: Signature: