What would happen in this phase?

The 'Plan' phase is where the scope, timescales and resources for the project are laid down and agreed.

Within the scope, the benefits, objectives, deliverables and success criteria of the project are all considered, to ensure that the project is worth undertaking: 

During this phase information would be added to the Project Logs (see bottom left-hand menu) to include: -

  • Milestones (key dates in the project)
  • Project plan (representation of who is doing what and when, and any inter-dependencies)
  • Risks (what could go wrong, what can we do to avoid it, what will we do if it happens)
  • Estimation (how much money and resources are required)
  • Stakeholders (who is involved, interested or impacted by this project)
  • Benefits (the positive outcomes as a result of delivering the project)

 

A summary of this agreed information is collated into a Project Brief (the template for this is shown in the left-hand menu in the Plan phase).  This acts as a 'contract' between the project sponsor and the project manager, and any changes to it must be agreed and documented (in the project issues, changes and decisions log).

 

Example of a good project brief: Overview | Project Management (ed.ac.uk)