Program Management Plan Template
YOUR LOGO
PROJECT NAME
AUTHOR
DATE
Version 0.0.0
Program Management Plan Template
PAGE
Project Responsibilities 3
Stakeholder Analysis 4
Milestone Chart 5
Milestone Report 6
Revision Form 7
Risk Log 8
Business Case Form 9
Project Definition Form 10
Progress Report 12
Change Control Form 13
Change Control Log 14
Activities Analysis 15
Project Management Checklist 16
2
PROJECT RESPONSIBILITIES
PERSONNEL NAME
TASKS / ACTIVITIES Team Member 1 Team Member 2 Team Member 3 Team Member 4 Team Member 5
STAKEHOLDER ANALYSIS
INTEREST / REQUIREMENT REQUIREMENT FROM PERCEIVED PERCEIVED REQUIRED
STAKEHOLDER
FROM PROJECT STAKEHOLDER ATTITUDES RISKS ACTIONS
MILESTONE CHART
MILESTONE OWNER TIME (days, weeks, months, etc.)
MILESTONE REPORT
MILESTONE:
DATE OF MILESTONE MTG/DISCUSSION:
DELIVERABLES DUE DATE IMPACT ACTION PLAN
(high, medium, low)
MILESTONE:
DATE OF MILESTONE MTG/DISCUSSION:
DELIVERABLES DUE DATE IMPACT ACTION PLAN
(high, medium, low)
REVISION REPORT
REASON FOR EFFECT ON
ACTIVITY DESCRIPTION DUE DATE
REVISION PROJECT
PROJECT SPONSOR: PROJECT MANAGER:
SIGNED: DATE:
REASON FOR EFFECT ON
ACTIVITY DESCRIPTION DUE DATE
REVISION PROJECT
PROJECT SPONSOR: PROJECT MANAGER:
SIGNED: DATE:
RISK ANALYSIS
RISK DESCRIPTION LIKELIHOOD IMPACT ACTION REQUIRED OWNER
(high, medium, low) (high, medium, low)
BUSINESS CASE FORM
BRIEF PROJECT
BACKGROUND
GENERAL AIMS
INITIAL RISKS
EXPECTED
OUTCOMES
PROJECT BENEFITS
COST ESTIMATES
TIME ESTIMATES
PROJECT SPONSOR: PROJECT MANAGER:
SIGNED: DATE:
PROJECT DEFINITION FORM
PROJECT
PROJECT TITLE
SPONSOR
CORPORATE
AGENDA &
LINK TO DOC
PROJECT
BACKGROUND
PROJECT
BENEFITS
PROJECT
OBJECTIVES
PROJECT
DELIVERABLES
PROJECT TO
INCLUDE
PROJECT NOT
TO INCLUDE
MEASURABLE
CRITERIA FOR
SUCCESS
CONSTRAINTS
KEY
ASSUMPTIONS
PROJECT
NAME & ROLE RESPONSIBLITIES
MANAGER
PROJECT
NAME & ROLE RESPONSIBLITIES
SPONSOR
BOARD / STEERING TEAM
ROLE ROLE
GROUP MEMBER MEMBER
BUDGET
RESOURCE COSTS OTHER COSTS
TOTAL COSTS
LOCATION OF BUDGET
DOCUMENT OR ATTACHMENT
COMPLETIO
START DATE
N DATE
PROJECT
MANAGER DATE
SIGNATURE
SPONSOR
DATE
SIGNATURE
PROGRESS REPORT
PROJECT PROJECT
PROJECT NAME
MANAGER SPONSOR
DATE REPORTING PROJECT
PREPARED PERIOD START DATE
PROJECT PROJECT END
PREPARED BY
STATUS DATE
PROJECT
DESCRIPTION
DELIVERY DELIVERY
KEY DELIVERABLES COMPLETED THIS PERIOD DELIVERABLES OUTSTANDING DELIVERABLES FOR NEXT PERIOD
DATE DATE
RISK MANAGEMENT ISSUE MANAGEMENT CHANGE MANAGEMENT
ID NO. RISK ACTION / STATUS ID NO. ISSUE ACTION / STATUS ID NO. DESCRIPTION ACTION / STATUS
FINANCIAL STATEMENT
CAPITAL REVENUE EXTERNAL
Source Budget Actual Remain Forecast Source Budget Actual Remain Forecast Source Budget Actual Remain Forecast
CHANGE CONTROL FORM
PROJECT
PROJECT TITLE
SPONSOR
CHANGE REQUEST
ORIGINATOR DATE OF
NAME REQUEST
ORIGINATOR CHANGE
CONTACT INFO ID NO.
ITEMS TO BE ARGUMENT
CHANGED REFERENCE(S)
ESTIMATED
CHANGE
FINANCIAL
DESCRIPTION
IMPACT
ESTIMATED
PRIORITY /
TIMELINE
CONSTRAINTS
IMPACT
CHANGE EVALUATION
ASPECTS AFFECTED WORK REQUIRED
RELATED DATE
REQUESTS EVALUATED
EVALUATOR EVALUATOR
NAME SIGNATURE
CHANGE APPROVAL
DATE
ACCEPTED - REJECTED - HOLD
APPROVED
APPROVED BY SIGNATURE
COMMENTS
CHANGE IMPLEMENTATION
ASSET IMPLEMENTER
DATE
SIGNATURE
EXECUTED
CHANGE CONTROL LOG
CHANGE DATE DATE DATE DATE
AUTHORIZER CHANGE DESCRIPTION
ID NO. EVALUATED EVALUATED APPROVED EXECUTED
ACTIVITIES ANALYSIS
PLANNED ACTUAL PLANNED ACTUAL
ACTIVITY DIFFERENCE DIFFERENCE
TIME TIME COST COST
PROJECT MANAGEMENT CHECKLIST STATUS: N=Not Yet Started • P=In Progress • C=Complete
STATUS:
ACTIVITY COMMENTS
N•P•C
SET UP / INITIATION
Business Case
Options Appraisal (if necessary)
Project in line with Strategic Plan
Project Plan approved by sponsor / board
SET UP / DEFINITION
Project Definition Form complete
Roles defined and documented
Clear levels of authority defined
Stakeholder Analysis approved
Risks assessed with monitor system created
Project Review procedure developed
Team selected and evaluated for project needs
DELIVERY PLANNING
Work Breakdown created
Evaluate estimates for accuracy
Milestone or Gantt Chart developed
Budget developed and reviewed
Critical Path identified
Communications Plan developed
Risk Analysis Plan for duration of project
Measurements for Success developed
DELIVERY EXECUTION
Control Type identified
Project Reporting process defined
Change Management process defined
Planned vs. Actual Schedule developed
Tolerance Figures set
Variation Flagging process defined
PROJECT COMPLETION AND REVIEW
Project Review process defined
Project Success monitoring
Case for abandoning project (if necessary)
Project Completion Reports produced and distributed
