Project Planning Phase

The Project Planning Phase follows the Project Initiation Phase and is the most important phase in project management. The effort spent in planning can save countless hours of confusion and rework in the subsequent phases.

The purpose of the Project Planning Phase is:

  • Establish Business Requirements.
  • Establish Cost, Schedule, List of Deliverables and Delivery Dates.
  • Establish Resource Plan.
  • Get Management Approval and proceed to next phases.

The basic processes of the Project Planning Phase are:

  • Scope Planning. This specifies the in-scope requirements for the project.
  • Preparing the Work Breakdown Structure. This specifies the breakdown of the project into tasks and sub-tasks.
  • Organizational Breakdown Structure. This specifies who all in the organization need to be involved and referred for Project Completion.
  • Resource Planning. This specifies who will do what work at which time of the project.
  • Project Schedule Development. This specifies the entire schedule of the activities detailing their sequence of execution.
  • Budget Planning. This specifies the budgeted cost to be incurred in the completion of the Project.

Project Initiation Phase defines a few facilitating processes as well that are required for successful Project Completion. These can be:

  • Procurement Planning. Planning for procurement of all resources (staff and non-staff).
  • Communication Planning. Planning on the communication strategy with all project stakeholders.
  • Quality Planning. Planning for Quality Assurance to be applied to the Project.
  • Risk Management Planning. Charting the risks, contingency plan and mitigation strategies.
  • Configuration Management Planning. Defines how the various project artifacts will get stored.
Both the basic processes and facilitating processes produces a Project Plan.

During this phase, Project Team is responsible for the following activities:

  • Project Managers are responsible for developing the Project Plan thus ensuring that all the project planning requirements are fulfilled.
  • Functional / Management personnel are responsible ensures that adequate resources are available for the project.
  • Key Stakeholders should approve the Project Plan before moving to the next phase.

Project Planning is essential for a project's success. Project Planning helps team members to understand their responsibilities and expectations from them. Project Planning Phase identifies scope, tasks, schedules, risks, quality and staffing needs.

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