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Project plan
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A project plan, is a series of structured tasks, objectives, and schedule to a complete a desired outcome, according to a project managers designs and purpose. According to the Project Management Body of Knowledge (PMBOK), is: "...a formal, approved document used to guide both project execution and project control. The primary uses of the project plan are to document planning assumptions and decisions, facilitate communication among project stakeholders, and document approved scope, cost, and schedule baselines. A project plan may be sumarized or detailed."[1]
The latest edition of the PMBOK (v6) uses the term project charter to refer to the contract that the project sponsor and project manager use to agree on the initial vision of the project (scope, baseline, resources, objectives, etc.) at a high level. In the PMI methodology described in the PMBOK v5, the project charter and the project management plan are the two most important documents for describing a project during the initiation and planning phases.
The project manager creates the project management plan following input from the project team and key project stakeholders. The plan should be agreed and approved by at least the project team and its key stakeholders.
Many project management processes are mentioned in PMBOK® Guide, but determining which processes need to be used based on the needs of the project which is called Tailoring is part of developing the project management plan.[2]
Purpose
[edit]The objective of a project plan is to define the approach to be used by the project team to deliver the intended project managers scope of the project.
At a minimum, a project plan answers basic questions about the project:
- Why?
- What is the problem or value proposition addressed by the project? Why is it being sponsored?
- What?
- What is the work that will be performed on the project? What are the major products/deliverables?
- Who?
- Who will be involved and what will be their responsibilities within the project? How will they be organized?
- When?
- What is the project timeline and when will particularly meaningful points, referred to as milestones, be complete?
Plan contents
[edit]To be a complete project plan according to industry standards such as the PMBOK or PRINCE2, the project plan must also describe the execution, management and control of the project. This information can be provided by referencing other documents that will be produced, such as a procurement plan or construction plan, or it may be detailed in the project plan itself.
The project plan typically covers topics used in the project execution system and includes the following main aspects:
- Scope management
- Requirements management
- Schedule management
- Financial management
- Quality management
- Resource management
- Stakeholder management – New from PMBOK 5
- Communications management
- Project change management
- Risk management
Details
[edit]The project plan document may include the following sections:
- Introduction: A high-level overview of the project.
- Project management approach: The roles and authority of team members. It represents the executive summary of the project management plan.
- Project scope: The scope statement from the Project charter should be used as a starting point with more details about what the project includes and what it does not include (in-scope and out-of-scope).
- Milestone list: A list of the project milestones (the stop points that helps evaluating the progress of the project). This list includes the milestone name, a description about the milestone, and the date expected.
- Schedule baseline and work breakdown structure: The WBS which consists of work packages and WBS dictionary, which defines these work packages, as well as schedule baseline, which is the reference point for managing project progress, are included here.
- Project management plans: This section contains all management plans of all project aspects.
- Change management plan
- Communication management plan
- Cost management plan
- Procurement management plan
- Project scope management plan
- Schedule management plan
- Quality management plan
- Risk management plan
- HR or staffing management plan
- Resource calendar: Identify key resources needed for the project and their times and durations of need.
- Cost baseline: This section includes the budgeted total of each phase of the project and comments about the cost.
- Quality baseline: Acceptable levels of quality.
- Sponsor acceptance: Some space for the project sponsor to sign off the document.
See also
[edit]References
[edit]Project plan
View on GrokipediaOverview
Definition
A project plan is a comprehensive document that outlines how a project will be executed, monitored, controlled, and closed, serving as the foundational roadmap for project management activities. According to the PMBOK® Guide (7th edition, 2021), the project management plan integrates the processes and activities necessary to meet project objectives while addressing constraints such as scope, schedule, budget, and quality. This plan evolves progressively as the project advances, incorporating detailed strategies for all phases from initiation to closure. At its core, the project plan encompasses key elements including scope management, schedule and time management, cost and budget control, quality assurance, resource allocation, communications protocols, risk identification and mitigation, procurement strategies, and stakeholder engagement. These components ensure alignment across the project's performance domains, enabling coordinated efforts to deliver value. The plan's structure allows for baseline establishment—such as scope, schedule, and cost baselines—to serve as references for measuring progress and managing changes. The project plan differs from related documents in purpose and detail. The project charter, a high-level initiation document issued by the project sponsor, formally authorizes the project, defines its objectives at a broad level, and assigns the project manager without delving into execution details. In contrast, the project plan builds upon the charter by providing granular guidance on implementation.[5] Historically, formal project planning emerged in the 1950s and 1960s through U.S. Department of Defense initiatives, notably the Polaris missile program, where innovative techniques like the Program Evaluation and Review Technique (PERT) were developed to manage complex timelines and dependencies in defense projects. This era marked the shift from ad hoc methods to structured planning, laying the groundwork for modern project management standards. According to the Project Management Institute (PMI), poor planning remains a leading cause of project failure, contributing to the challenges faced by many initiatives.[6][7]Importance
A well-developed project plan plays a crucial role in reducing risks by systematically identifying potential uncertainties and outlining mitigation strategies upfront, thereby increasing the likelihood of successful outcomes. According to the Project Management Institute's (PMI) Pulse of the Profession 2016 report, projects employing proven project management practices, including thorough planning, are 2.5 times more likely to succeed compared to those without such approaches.[8] This structured foresight helps organizations avoid common pitfalls like unforeseen delays or resource shortages, with high-performing entities wasting 13 times less money on projects due to effective planning and execution.[8] Project plans also ensure alignment with broader business goals by providing a clear framework that directs efforts toward value delivery and fosters stakeholder buy-in. By defining objectives and linking them to organizational priorities, plans help secure executive support and resource allocation, resulting in 27% higher project success rates when enterprise project management offices are strategically aligned.[8] This alignment minimizes miscommunication and ensures that project deliverables contribute directly to strategic objectives, enhancing overall organizational performance. In terms of efficiency, project plans significantly curb issues such as scope creep, cost overruns, and delays through defined boundaries and timelines. For instance, alignment of project management practices with strategy can reduce scope creep by up to 42%, preventing uncontrolled changes that often lead to budget excesses.[8] A historical example is NASA's Apollo program, where detailed planning and disciplined mission management were key factors in achieving the ambitious goal of lunar landings despite immense complexities, enabling the program to meet its objectives within a decade.[9] Furthermore, project plans serve essential legal and compliance functions by documenting processes, responsibilities, and standards, which are vital for audits, contracts, and regulatory adherence. In industries like construction, comprehensive plans facilitate owner audits to detect billing errors and ensure adherence to financial guidelines, thereby avoiding penalties and disputes.[10] Similarly, in IT projects, they support regulatory compliance by outlining steps to meet standards such as data protection laws, providing verifiable records for external reviews and contractual obligations.[11]Key Components
The key components of a project plan align with the performance domains outlined in the PMBOK® Guide – Eighth Edition (released November 13, 2025), including scope, schedule, finance, resources, and risk, guided by six core principles such as focusing on value, embedding quality, and integrating sustainability. These components incorporate modern practices like AI tools for optimization and sustainability considerations for long-term viability.[1]Objectives and Scope
Project objectives are fundamental to guiding a project's direction and ensuring alignment with organizational goals. They are typically defined using the SMART criteria, which stand for Specific, Measurable, Achievable, Relevant, and Time-bound, to create clear and actionable targets. For instance, rather than a vague goal like "improve sales," a SMART objective might state: "Increase market share by 15% in the North American region within 12 months through targeted digital marketing campaigns."[12] This framework, originally proposed by George T. Doran in 1981 and widely adopted in project management, helps prevent ambiguity and facilitates progress tracking.[12] The project scope statement serves as a detailed description of the project's boundaries, explicitly outlining what is included and excluded to minimize misunderstandings. Inclusions specify the deliverables, features, and functions that the project will produce, while exclusions clarify items deliberately omitted, such as non-essential enhancements or out-of-scope activities.[13] This document forms the foundation for the work breakdown structure (WBS), a hierarchical decomposition of the total scope into manageable work packages that captures 100% of the defined work without overlap.[14] Establishing the scope baseline—comprising the approved scope statement, WBS, and associated WBS dictionary—provides a reference point for measuring project performance and controlling changes throughout the lifecycle.[15] Gathering stakeholder input is essential during the planning phase to accurately define objectives and scope, ensuring requirements reflect diverse needs without introducing unnecessary elements. Techniques such as structured interviews allow project managers to elicit detailed expectations from individual stakeholders, probing for clarifications on priorities and constraints.[16] Workshops, involving facilitated group sessions with key participants, promote collaborative discussion to validate requirements, resolve conflicts, and build consensus on inclusions and exclusions. These methods help avoid "gold plating," where teams add unrequested features in an effort to exceed expectations, potentially leading to inefficiencies; instead, they emphasize delivering exactly what is specified.[13] A common pitfall in this stage is scope creep, defined as the gradual expansion of project scope beyond its original boundaries without corresponding adjustments to time, cost, or resources, often resulting from poor initial documentation or uncontrolled changes.[17] To prevent it during planning, project managers should develop a robust change control process early, requiring formal approval for any modifications and regularly reviewing the scope baseline with stakeholders.[18] Additionally, conducting thorough requirements validation sessions can identify and mitigate potential creep sources before baseline approval, maintaining project focus and viability.[13]Schedule and Milestones
The schedule and milestones section of a project plan establishes the timeline for project execution by sequencing activities, identifying key dependencies, and defining critical checkpoints to ensure timely completion. This involves applying the project's scope to break down work into manageable activities and assigning durations based on resource availability and constraints. Scheduling techniques provide visual and analytical tools to represent these timelines, enabling project managers to forecast completion dates and allocate efforts efficiently. Modern tools, including AI-driven software, can optimize sequencing and predict delays.[19][1] Key scheduling techniques include Gantt charts, network diagrams, and the critical path method (CPM). Gantt charts offer a visual timeline representation, with horizontal bars depicting activity durations, start and finish dates, and dependencies, making them suitable for communicating progress to stakeholders.[19] Network diagrams, such as those using the precedence diagramming method (PDM), graphically illustrate the logical relationships between activities, showing sequences and potential bottlenecks through nodes for activities and arrows for connections.[19] The critical path method (CPM) identifies the longest sequence of dependent activities that determines the minimum project duration, calculated via forward and backward passes to determine early and late start/finish dates; the total project duration equals the sum of activity durations along this longest path.[20][19] Dependencies and sequencing are modeled using the precedence diagramming method (PDM), which defines four primary relationship types to reflect how activities interconnect:- Finish-to-Start (FS): The successor activity starts only after the predecessor finishes (the most common type).
- Start-to-Start (SS): The successor starts after or when the predecessor starts.
- Finish-to-Finish (FF): The successor finishes after or when the predecessor finishes.
- Start-to-Finish (SF): The successor finishes after or when the predecessor starts (least common).
These relationships ensure activities are logically ordered, preventing overlaps or gaps that could extend the timeline.[19]
