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Planning Stage


This stage establishes the framework for the project so the work can begin.  Information is assembled into the scope statement and plans from numerous sources, each with varying degrees of confidence.  Activities and resources are arranged to deliver the product and/or service and task ownership is assigned and communicated. 

Planning is highly iterative and involves key team members and stakeholders.  Each iteration produces increasingly more precise and reliable project management information.  Although the graphic below depicts a suggested workflow, the project manager will determine the most appropriate sequence of activities given the nature of the project.     

Time invested during this stage to develop the structure to organize and manage project activities significantly improves performance during the Execution and Control Stage. 

1. Inputs

  • Charter
  • Project Tracking Log (Action Items, Issues, Risks, Dependencies and Key Decisions)

 2. Process Workflow

3. Outputs

  • Budget
  • Scope Statement
  • Resource Plan
  • Baseline Project Plan & Schedule Tracking Template
    • Work Breakdown Structure (WBS)
    • Schedule
    • Resource Assignments
    • Milestones
    • Dependencies
    • Critical Path
  • Communication Plan & Register
    • Stakeholder Analysis
    • RACI
  • Procurement Plan
    • Contract Administration
  • Risk Management Plan
  • Issues Management Plan
  • Change Management Plan  
  • Quality Management Plan 
  • Updated Project Tracking Log (Action Items, Issues, Risks, Dependencies and Key Decisions)
  • Transition Plan & Checklist
  • Status Report
  • Planning Stage Exit Checklist
  • Project Kick-off Meeting

4. Templates and Training

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