Sheet 1: 0. Introduction

	
	

		
Project Plan Workbook
		
	

		
This template has been provided by Enterprise Information Systems and is intended to be modified to fit the unique project management needs of the project.  

Sample information has been added and will need to be replaced with project data. Review, revise and if additional tasks are need, add additional rows.
		



Sheet 2: 1. Process Checklist

	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	

		
Project Management Tasks
		
	

		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


		


	
	

		


		
Task
		
Frequency During Project
		
Current Status
		
Progress Bar
		
Completion Date
		
Informed
		


		


		
Task
		
Frequency During Project
		
Current Status
		
Progress Bar
		
Completion Date
		
Informed
		


		


		


		


		


		


		


		


	
	

		
1
		
Meet with sponsor to establish scope
		
Once
		
Completed
		
10
		
3/4/2019
		
PMO
		


		
7
		
Perform Impact Analysis (tab 6)
		
Once
		
Not Started
		
2
		


		
PMO
		


		


		


		


		


		


		


		


	
	

		
2
		
Complete Project Plan (tab 2)
		
Once
		
Completed
		
10
		
6/4/2019
		
PMO and Sponsor
		


		
8
		
Complete Communication Plan (tab 7)
		
Once – update as needed
		


		
1
		


		
PMO and Sponsor
		


		


		


		


		


		


		


		


	
	

		
3
		
Complete Stakeholder Register (tab 4, table 1)
		
Once – update as needed
		
In Progress
		
5
		


		
PMO
		


		
9
		
Document and update risks and issues (tab 8)
		
Ongoing – update by every other Thursday
		


		
1
		


		
PMO and Sponsor
		


		


		


		


		


		


		


		


	
	

		
4
		
Delineate project tasks (tab 4, column L6:30)
		
Once – update as needed
		


		
1
		


		
PMO
		


		
10
		
Report on status (tab 9)
		
Ongoing – every other Thursday
		


		
1
		


		
PMO and Sponsor
		


		


		


		


		


		


		


		


	
	

		
5
		
Complete RACI (tab 4, table 2)
		
Once – update as needed
		


		
1
		


		
All Key Stakeholders
		


		
11
		
Complete Closure Checklist (tab 10) 
		
Once 
		


		
1
		


		
PMO
		


		


		


		


		


		


		


		


	
	

		
6
		
Complete Budget (Tab 5)
		
Once – update monthly
		


		
1
		


		


		


		
12