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Project Plans

A Project Plan shows what a project must accomplish and how the team will go about doing so. It is a tool for thinking through the project's needs, documenting decisions, and communicating commitments and expectations. It can be one large document or multiple individual ones that together form "the plan."   Typical elements include:

  • Project Summary: Objectives and Scope
  • Project Organization: The Team
  • Management: How the project will be planned and tracked
  • Work plan: WBS, schedule, milestones, budget
  • Resource plan: Staffing, facilities, equipment,experts
  • Processes: Communication, issue management, decisions...

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Project Plan documents
These templates show typical Project Plan / Project Management Plan outlines with explanations and examples of contents for each section. Some sections reference additional detail contained in 'subsidiary' plans, which is common especially for larger projects. If you're on a small project, see the 3rd template below for an appropriate scaled-back example plan.
Project Plan Components: Project Objectives and Scope
The objectives and scope are typically defined early on, in the "initiation phase" of a project, using a brief Statement of Work or Project Vision/Charter document as shown here. Information from those documents can then be included in the Project Plan document.
Project Plan Components: Work Breakdown Structures and Schedule Examples
NOTE: If you want step-by-step guidelines for creating a detailed Work Breakdown Structure and project schedule (which is part, but not all, of a full Project Plan) go here.
Project Plan Components: Risks, Costs/Budgets, Communication
Related Templates
User Documentation Plan
Activity planning and estimating guidelines for creating user and support documentation for a product or application, such as user guides, service manuals, labeling text, box inserts, training programs, help files, quickstart guides, etc.

Marketing Plan
Annotated outline that specifies the goals of a marketing program or campaign, and helps the team plan marketing strategies, implementation tactics, budget, communication, and measurement of results.

Manufacturing Plan for New Product
Plan that helps Operations and Manufacturing do adequate preparation for people, capital, facilities and other resources, and identify requirements and tradeoffs to discuss with Development.

Discontinuance End-of-Life Planning
Approaches and plan outlines for planning how to methodically and smoothly discontinue a product or service.

Integration Plan
Plan for thinking through and documenting how hardware, software and other components of a project will be integrated prior to a full functionally-oriented system test.

Software Unit Test Plan and Report Guidelines
Plan designed to help teams find and fix errors early and easily by methodical testing of pieces of an application before they are integrated into a system. Includes overview, step-by-step process guidelines, and sample documents.

QA and Beta Test Manager Job Descriptions
These job descriptions show the true breadth of these critical test manager jobs to help a project manager engage and deploy them effectively throughout the project.

Software Release Life Cycle Phase 8: Internal Testing (Alpha)
Methodology guidebook excerpt that defines testing and review activities to run a software release through its final paces internally before being exposed to an external customer.

Software Release Life Cycle Phase 9: External Testing (Beta)
Methodology guidebook excerpt that defines testing and review activities to exercise a software release in a real world environment at one or more customers.

Beta Test Plan
An annotated outline for a full beta test plan document to prepare for and exercise a product, service, or system in a at a customer to get real-world feedback before release.

User Acceptance Test Plan
Annotated outline for testing by users of a system or application prior to deployment, to ensure it meets the user requirements. Includes sections for scope of testing, test team, training needed, and a testing timeline.

Master Test List
Provides a tabular format for planning and managing detailed testing activities, listing the tests to be run during a testing cycle (such as Beta, System test, etc.) and providing areas for testing schedule and test case results.


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