B: Definition and Planning


2.2: Initiation of the project and project planning phase:
  • Scoping a project – defining objectives, scope, purpose and deliverables to be produced. 

A business plan is a formal written document containing business goals, the methods on how these goals can be attained, and the time frame within which these goals need to be achieved. 

It also describes the nature of the business, background information on the organization, the organization's financial projections, and the strategies it intends to implement to achieve the stated targets. 

In its entirety, this document serves as a road map that provides direction to the business.


The primary components of a project management plan are:
  1. Scope Statement
  2. Critical Success Factors
  3. Deliverables
  4. Work Breakdown Structure
  5. Schedule
  6. Budget
  7. Quality
  8. Human Resources Plan
  9. Stakeholder List
  10. Communication
  11. Risk Register
  12. Procurement Plan 

Steps and documentation required in the initiation phase.


The work breakdown structure – what it is and how it is used for project management planning.



Insert a work breakdown structure for the projects budget



Developing the project plan, including planning for timescales and time management, cost, quality, change, risk and issues. see Gantt Chart below


Use of Bar and Gantt Charts for effective planning.