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See a Sample
These sample files show what you can expect from our templates, detailed guidelines, forms, outlines, and checklists.
Project Management Templates > Templates by PMBOK® Guide Process Groups > Planning Process Group

Planning Process Group

PMBOK Process Groups


  • Project Management Plan
  • Scope Definition
  • Plan and Schedule Creation
  • Human Resource Planning
  • Communication Planning
  • Risk Management Plan
  • Plan Purchases, Acquisitions and Contracting
Purpose: Resources for project scope definition and planning, and related activities necessary to estimate, budget and plan for project execution. Planning approaches can be used iteratively as necessary for the particular project.


Project Management Plan
Generic Project (Management) Plan Document
Related Guidelines


Scope Definition
Project Scope Definition: Vision Document
Project Scope Definition: Deliverables
Deliverables Definition Form - Project Documents
Project Alternatives Tradeoff Table
Project Flexibility Matrix


Plan and Schedule Creation
Planning and Scheduling: Task Identification & Work Breakdown
Planning and Scheduling: Identifying Dependencies
Planning and Scheduling: Assigning Resources
Planning and Scheduling: Estimating Work and Costs
Project Budgets and Cost Tracking
Planning and Scheduling: Project Schedule and Critical Path
Planning and Scheduling: Task Identification & Work Breakdown
Planning and Scheduling: Create Project Plan Document
Planning and Scheduling: Make Trade-offs and Optimize


Human Resource Planning
Team Roles and Responsibilities List
Task Responsibility Matrix Formats


Communication Planning
Communications Plan
Project Stakeholder/Influencer Assessment & Communication Plan


Risk Management Plan
Product and Project Risk Assessment and Mitigation Tables


Plan Purchases, Acquisitions and Contracting
Tools and Equipment List
New System Request for Proposal Outline
Vendor Assessment Checklist





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