Fillable Printable Project Overview Plan - University of California, Berkeley
Fillable Printable Project Overview Plan - University of California, Berkeley
Project Overview Plan - University of California, Berkeley
Project Ove rv ie w Plan Template
Organization
Project Name
Project OverviewPlan
Version #
Date
REVISION HISTORY
VERSION #
REVISION DATE
COMMENT
APPROVALS:
___________________________________________________________
Authorized SignatureDATE
Table of Contents
1ABOUT THIS DOCUMENT........................................................................................................................5
1.1PURPOSE.........................................................................................................................................5
1.2SCOPE.............................................................................................................................................5
1.3ASSUMPTIONS AND CONSTRAINTS...........................................................................................................5
1.4ACRONYMS......................................................................................................................................5
1.5DOCUMENTMAINTENANCE...................................................................................................................5
2INTRODUCTION......................................................................................................................................6
2.1BACKGROUND AND SCOPE....................................................................................................................6
2.2APPROACH FOR MANAGINGTHE PROJECT...................................................................................................6
2.3PROJECTMILESTONES..........................................................................................................................6
2.4OBJECTIVES......................................................................................................................................6
2.5GUIDING PRINCIPLES...........................................................................................................................6
3PROJECT MANAGEMENT APPROACH.......................................................................................................7
3.1OVERVIEW.......................................................................................................................................7
3.2PROJECTCHARTER..............................................................................................................................7
3.3COMMUNICATION MANAGEMENT...........................................................................................................7
3.4DOCUMENTMANAGEMENT...................................................................................................................7
3.5SCHEDULE MANAGEMENT (WORK PLAN)..................................................................................................7
3.6RESOURCE MANAGEMENT....................................................................................................................7
3.7ISSUE MANAGEMENT..........................................................................................................................8
3.8RISK MANAGEMENT............................................................................................................................8
3.9CHANGE MANAGEMENT ANDCHANGE CONTROL.........................................................................................8
3.10OTHER POTENTIAL PROJECT OVERVIEW PLANS..........................................................................................8
3.11APPENDIX A:REFERENCE TO SUPPORTING PLANS.......................................................................................9
1About This Document
1.1 Purpose
The purpose of this Project Overview Planis to provide a project management framework for the
ProjectName. This framework describes how the project will be managed, monitored and controlled
throughout theprojectlifecycle.
1.2 Scope
The scopeof this Project Overview Planis to provide an overview of theProject Nameand todescribe
the approach that will beemployedto manage the project. TheProject Overview Planincludes the
summary descriptions of subsidiary project management plans that combined with this plan are the
total body of management plans for theProjectName.
1.3 Assumptions and Constraints
The following assumptions and constraints were identified during the development of this plan:
Xxx
Xxx
Xxx
1.4 Acronyms
The following assumptions and constraints were identified during the development of this plan:
Xxx
Xxx
xxx
1.5 Document Maintenance
The Project Managerwill maintain this plan as part of the normal maintenance and operations activities
conducted for all Project Namesubsidiary plans. This document contains a revision history log. When
changes occur, the version number will be updated to the next increment as well astherevisiondate
and change description.Lastly, notification of plan changes will follow the plan implementation
procedures.
2Introduction
2.1 Backgroundand Scope
Provide the background for why this particular project has been undertaken. Expand on the Case for
Change and the Purpose found in the OE Charter Template. Also providethe scope statement
developed in the Charter and further define.
2.2 Approach for managing the project
Provide the approach for managing theprojectby reviewing theproject objectives and determining
which project management processes, procedures, tools, and techniques would best effectively manage
the project.
2.3 Project Milestones
Define the high level milestones andidentify and key challenges. Provide ahigh leveltimeline showing
when the key milestones are anticipated to be completed.
2.4 Objectives
Define the objectives of this Project Overview Plan.
2.5 Guiding Principles
Provide the guiding principles for your project.
For example: The project management framework for this project will be focused on providing an
environment in which project activities can operate effectively and efficiently. These guiding principles
help ensure that communication is timely, project issues are being resolved in a timely manner and that
project risks are being managed appropriately. The key strategies that will be employed for the Name
Projectinclude:
Xxx
Xxx
xxx
3Project ManagementApproach
3.1 Overview
This section provides a high level overview of:
An overview of the project organizational structure
The corecomponents of the project management
How projectmanagementprocesseswill be implemented
How the project deliverables will be managed
3.2 PROJECT CHARTER
The Project Charter authorizes the project. It documents the business requirements and includes a high
level scope statement.Summarize key information from the OE Charter template here.
3.3 C
OMMUNICATION MANAGEMENT
Communication Management consists of astructurefor information exchange, both within and outside
of theProject. All projectcommunications should be managed through a formal processthat provides
processes for facilitating communication between all project stakeholders and participants throughout
the duration of the project. It should alsodescribe the processes required to ensure timely and
appropriate generation, collection, dissemination, storage, and disposition of project information.
3.4 D
OCUMENT MANAGEMENT
Document Managementconsists of managing and tracking repositories of project documents and
historical information. All project documents should be managed and tracked through a formal process
that ensures a consistent style and approach to document creation, update, approvaland tracking.
3.5 S
CHEDULE MANAGEMENT(WORKPLAN)
Schedule Management provides the framework for how the timely completion of a project will be
accomplished. This section/plan should include items likewhat tool(s) will be utilized to manage the
schedule, how will a baseline schedule be established, how often will the schedule(s) be updated, how
will schedule related information be collected and how will changes to the schedule be proposed and
approved.
3.6 R
ESOURCE MANAGEMENT
Resource Management refers to the set of activities that organize and manage the project team(s). The
project should be managed through a formal processthatidentifies the processesand procedures used
to managestaff throughout the project’s lifecycle. The planshould includethe identification of project
roles, responsibilities, organizational reporting structure, training needs, transition planning and
processes, and procedures to manage project personnel resources.
3.7 ISSUE MANAGEMENT
Issue Management consists of the proper oversight and management of unanticipated or unplanned
issues or actions that arise throughout the project lifecycle for which advanced planning is not possible.
All project issues should be managed through a formal process. This section/plan should include a
process to handle identification and resolution of issues and issue escalation to minimize impact to
project scope, schedule, cost, quality and/or functionality.
3.8 RISK MANAGEMENT
Risk Management consists of the identification, analysis, planning, tracking, controlling, and
communication of threats to project success. All project risksshouldbe managed through a formal
processthat includes a process to mitigate or eliminate negative impacts to the project, as well as
develop contingency plans to lessen the impact on the schedule, scope or cost, if the risk should occur.
3.9 C
HANGEMANAGEMENTAND CHANGE CONTROL
Change Management is a structured approach to shifting/transitioning individuals, teams, and
organizationsfrom a current state to a desired future state.It is an organizational process aimed at
empowering employees to accept and embrace changes in their current business environmentChange
Management consists ofthe identification, analysis and disposition of a proposed change. Change
Control is managed through a formal processthatincludes procedures for all items that can affect the
scope, schedule and/or cost of theProject.
3.10 O
THER POTENTIAL PROJECT OVERVIEW PLANS
•Requirements Management Plan
•Configuration Management Plan
•Quality Management Plan
3.11 Appendix A: Reference to Supporting Plans
Project Charter
Communication Management Plan
Document Management Plan
Schedule Management Plan
Resource Management Plan
Issue Management Plan
Risk Management Plan
Project Change Control Plan
Table 1:Referenceto Supporting Plans
