Project Execution Plan format

Embed Size (px)

Citation preview

  • 8/9/2019 Project Execution Plan format

    1/17

    PROJECT EXECUTION PLAN Project Name

    Project Execution Plan---------------------------- Project

    Client :

    Contract No :

    Cost Centre No :

    Commencement Date :

    Project Duration :

    1

  • 8/9/2019 Project Execution Plan format

    2/17

    PROJECT EXECUTION PLAN Project Name

    Document Control

    Document Information

    Information

    Document Id [Document Management System #] 

    Document Owner  [Owner Name] 

    Issue Date [Date] 

    Last Saved Date [Date] 

    File Name [Name] 

    Document History

    Version Issue Date Changes[1.0] [Date] [Section, Page(s) and e!t "eised]  

    Document Approvals

    Role Name ©  Signature Date

    Project Sponsor 

    Project Review Group

    Project Manaer !

    PCD Manaer (i$ a%%&ica'&e)

    Procurement Manaer (i$ a%%&ica'&e)

    Finance Manaer (i$ a%%&ica'&e)

    "R Manaer (i$ a%%&ica'&e)

    2

  • 8/9/2019 Project Execution Plan format

    3/17

    PROJECT EXECUTION PLAN Project Name

    Contents

    #$ Overvie#$ Executive Summar!

    %$ "anagement Summar!

    %$ Project Sco#e 

    $% Inclu&e& 

    '% Exclu&e&

    &$ Organi(ation

    #$ Organi(ational )oun&aries an& Interfaces 

    i$ Client ii$ Su'(contractors

    iii$ Suppliers

    '% Project Organi(ation

    i$ Steerin Committee

    ii$ Project )eam 

    *% Project Organi(ation Chart 

    +% Project Constraints

    $% Project Constraints'% Critical Project )arriers

    *% ,ong ,ea& Items

    *$ Sche&ule an& )u&get 

    #$ or. )rea.&on Structure

    %$ Sche&ule an& "ilestones

    &$ Resources 

    +$ )u&get

    ,$ Ris. "anagement -$ Su/-contract "anagement 

    .$ Communication an& Re#orting 

    /$ Sign Off Sheet

    3

  • 8/9/2019 Project Execution Plan format

    4/17

    PROJECT EXECUTION PLAN Project Name

    $% Overview 

    $% Executive Summar!

    )0e 1irst step to completin a Project 23ecution Plan is to write an 23ecutive Summar4$ )0is

    section will summari5e t0e entire document '4 descri'in t0e 'ac6round 1or t0e project and t0e

    proposed 7ision8 Goals and )ime1rames$ So summari5e eac0 o1 t0e sections in t0is document

    concisel4 '4 outlinin t0e:

    • "istor48 re9uirements and proposed solution

    • Project vision8 oals delivera'les and time1rames

    • Resources8 'udet and success criteria$

    ;rite 4our content 0ere<

    i% )ac.groun&

    $% 0istor!1 ,essons ,earne&=e1ore descri'in t0e proposal in dept08 4ou need to provide a 'rie1 0istorical view o1 t0e related

    projects8 so t0at it sets t0e conte3t upon w0ic0 t0e project will 'e initiated$ >s t0is is t0e 'asis

    upon w0ic0 t0e project is created8 4ou need to descri'e all o1 t0e relevant 0istor4 t0at 0as ta6en

    place up until now$

    ;rite 4our content 0ere<

    '% Re2uirementsFrom t0e lessons learned stated a'ove i1 4ou 0ave an4 re9uirements to avoid pro'lem or ris6

    areas8 4ou can mention t0em 0ere$

     ;rite 4our content 0ere<

    ii% Pro#osal

    In t0e 'ac6round section a'ove8 4ou 0ave descri'ed t0e eneral 'asis upon w0ic0 t0e project will 'ecreated$ ?ou@ve descri'ed t0e pro'lem or opportunit4 t0at e3ists in t0e 'usiness and t0e solution t0at t0eproject needs to deliver$ In t0is section8 it is now time to descri'e t0e project t0at 4ou are proposin isinitiated$

    iii% Vision an& 3oals

    4

  • 8/9/2019 Project Execution Plan format

    5/17

    PROJECT EXECUTION PLAN Project Name

    State t0e vision and oals o1 t0e project$ )0e4 need to 'e ASmartB w0ic0 means S%eci$ic 8

    Measura'&e8 ction orientated8 "ea&istic  and ime 'ased$ ;0ere possi'le8 tr4 and lin6 in t0e

    'usiness pro'lem or opportunit4 into t0e 7ision so t0at t0e project team 6nows e3actl4 w0at is

    'ein solved '4 t0e vision$

    ;rite 4our 7ision 0ere<

    ;rite 4our Goals 0ere<

    '% "anagement Summar!

    DATE OF COMMENCEMENT :

    DATE OF COMPLETION :

    DURATION (Days) :

    CONTRACT ALUE :

    PROI!IONAL !UM :

    "# Pro$e%t !%o&e &ari$y w*at t*e %ro+ect wi&& (and wi&& not) de&ier, in order to aoid $uture s*i$ts in t*e &ee& o$

    am'ition. 

    i$ Included 

    ii$ 23cluded

      State w*at is s%eci$ica&&y e!c&uded $rom t*e %ro+ect 'ut w*at t*e customer may e!%ect to 'einc&uded. *is cou&d, $or e!am%&e, 'e c&ari$ying t*at training o$ endusers is e!c&uded.)0is project will e3clude  

    5

  • 8/9/2019 Project Execution Plan format

    6/17

    PROJECT EXECUTION PLAN Project Name

     

    3. Or'aniation Describe the internal project organization and all organizational issues affected by the project result or the project

    is dependent on

    i# Or'aniationa *o+n,aries an, Inter-a%es

    i$ Client 

    Client Name :

    )eam Leader :2nineers in c0are:

     

    ii$ Su'(contractors

    Sl$No$

    Su'contractor Name Scope o1 ;or6 )aretFinis0 Date

    Remar6s

    iii$ Suppliers

    Sl$No$

    Supplier Name Material Supplied )aretFinis0 Date

    Remar6s

    6

  • 8/9/2019 Project Execution Plan format

    7/17

    Project Team

    Procurement Team

    Finance Team

    PCD

    HR Team

    PROJECT EXECUTION PLAN Project Name

    ii# Pro$e%t Or'aniation

    iv$ Steerin Committee

    v$ Project )eam

    7

  • 8/9/2019 Project Execution Plan format

    8/17

    PROJECTMANAGER

    MECHANICAL ENGINEER

    MECHANICAL FOREMAN

    ELECTRICALENGINEER

    ELECTRICALFOREMAN

    CIVILENGINEER

    CIVILFOREMAN

    PLANNINGENGINEER

    PROJECT EXECUTION PLAN Project Name

    iii# Pro$e%t Constraints

    Sl$No$

    Constraint Items )4pe o1 Constraint ConstraintDate

    Remar6s

     

    iv# Criti%a A%tivities. Lon' Lea, Ite/s

    Sl$No$

    Description Duration Remar6s

    8

  • 8/9/2019 Project Execution Plan format

    9/17

    PROJECT EXECUTION PLAN Project Name

     

    0# !%1e,+e an, *+,'et i# 2or3 *rea3,own !tr+%t+re

    ii. !%1e,+e an, Miestones 

    i$ Sc0edule Detailed Project Schedule in bar chart format shall be attached.

    9

    Sl.

    NoDescription

    TOTAL WT

    %

    Cum. Plan %

    Remarks

    Progress % WT

    1 HSE PHSER ! EIA ST"DIES

    # ENGINEERING

    $ PROC"REMENT

    % CONSTR"CTION

    & TRAINING

    ' TESTING ! PRE(COMMISSIONING

    ) COMMISSIONING

      Total

  • 8/9/2019 Project Execution Plan format

    10/17

    PROJECT EXECUTION PLAN Project Name

    iii# Miestones

    ACTIVIT* ID ACTIVITI* DESCRIPTION

    Start Fini+,Remar-

    +

    10

    ID )as6 Name Duration

    & INI4I54ION $6 &a!s

    + Develo# )usiness Case + &a!s

    # Perform 7easi/ilit! Stu&! 8 &a!s

    #- Esta/lish 4erms of Reference + &a!s

    %& 5##oint Project 4eam * &a!s

    %. Set-u# Project Office * &a!s

    && Perform Stage-3ate # da4

    &+

    &* P,5NNIN3 +9 &a!s

    &, Create Project Plan : &a!s

    +- Create Resource Plan 8 &a!s

    *+ Create 7inancial Plan 8 &a!s

    ,# Create ;ualit! Plan + &a!s

    ,- Create Ris. Plan 6 &a!s

    -* Create 5cce#tance Plan + &a!s

    .# Create Communications Plan + &a!s

    .- Create Procurement Plan + &a!s

    /& Contract Su##liers 6 &a!s

    ## Perform Stage-3ate # da4

    #%

    #& E

  • 8/9/2019 Project Execution Plan format

    11/17

    PROJECT EXECUTION PLAN Project Name

    iv# Reso+r%es

    In order 1or 4our sponsor to approve t0e Project 23ecution Plan8 t0e4 will want to 0ave an

    understandin o1 t0e amount o1 resources re9uired to underta6e it$ Complete t0e 1ollowin ta'le

    w0ic0 sets out t0e eneric resources includin %eo%&e8 e-ui%ment  and materia&s needed tounderta6e t0e project$ )0ese are onl4 eneric 1iures to ive t0e Project Sponsor an idea o1 t0e

    level o1 resourcin re9uired to 1inis0 t0e project$

    Project Resources

    4!#e ;uantit! Notes

    list 0ere< list 0ere< list 0ere<

    list 0ere< list 0ere< list 0ere<

    list 0ere< list 0ere< list 0ere<

     

    v. *+,'et A summary of Project budget can be provided.

     

    4# Ris3 Mana'e/ent Descri'e t*e %rocedure to 'e used $or managing riss in t*e %ro+ect. *e %rocedure s*ou&d s%eci$y

    w*o is res%onsi'&e $or ris management, w*en ris situation is regu&ar&y considered (e.g. at eac* %ro+ect status meeting), and w*ic* ro&es riss are communicated to, etc. &so re$er to t*e "is Management P&an (or "is S*eet) w*ere t*e riss are &isted, assessed, and 

    mitigation and contingency is de$ined.

    5# Ris3 Assess/ent

    The initial Risk Assessment follo!ing page" attempts to identify# characterize# prioritize and document a mitigationapproach relative to those risks !hich can be identified prior to the start of the project.

    The Risk Assessment !ill be continuously monitored and updated throughout the life of the project# !ith monthly

    assessments included in the status report see $ommunications Plan" and open to amendment by the Project %anager.

     &ecause mitigation approaches must be agreed upon by project leadership based on the assessed impact of the risk#

    the project's ability to accept the risk# and the feasibility of mitigating the risk"# it is necessary to allocate time intoeach Steering $ommittee meeting# dedicated to identifying ne! risks and discussing mitigation strategies.

    The Project %anager !ill convey amendments and recommended contingencies to the Steering $ommittee monthly#

    or more fre(uently# as conditions may !arrant.

    Project Ris.s

    11

  • 8/9/2019 Project Execution Plan format

    12/17

    PROJECT EXECUTION PLAN Project Name

    Ris. Details ,i.elihoo&

    list 0ere< list 0ere< list 0ere<

    list 0ere< list 0ere< list 0ere<

    list 0ere< list 0ere< list 0ere<

    Project Issues

    Issue Details Im#act

    list 0ere< list 0ere< list 0ere<

    list 0ere< list 0ere< list 0ere<

    list 0ere< list 0ere< list 0ere<

    12

  • 8/9/2019 Project Execution Plan format

    13/17

    PROJECT EXECUTION PLAN Project Name

    Initia Pro$e%t Ris3 Assess/ent

    Ris. Ris. ,evel,1"10

    ,i.elihoo&of Event

    "itigation Strateg!

    Project Si(e  

    Per+on Hour+ H: O.er #//// Certaint! A++i0ne Project Mana0eren0a0e con+u2tantcom3re,en+i.e 3rojectmana0ement a33roac, ancommunication+ 32an

    E+timate ProjectSc,eu2e

    H: O.er 1# mont,+ Certaint! Create com3re,en+i.e3roject time2ine 4it, 5re6uent7a+e2ine re.ie4+

     Team Si8e at Pea- H: O.er 1& mem7er+ Certaint! Com3re,en+i.ecommunication+ 32an5re6uent meetin0+ ti0,t3roject mana0ement

    o.er+i0,tNum7er o5 Inter5ace+ toE9i+tin0 S:+tem+A;ecte

    H: O.er $ Certaint! De.e2o3 inter5ace contro2ocument immeiate2:

    Project DefinitionNarro4

  • 8/9/2019 Project Execution Plan format

    14/17

    PROJECT EXECUTION PLAN Project Name

    Ris. Ris. ,evel,1"10

    ,i.elihoo&of Event

    "itigation Strateg!

     Time2ine E+timate+"nrea2i+tic

    M: Time2inea++ume+ noerai2ment

    Somehatli.el!

     Time2ine re.ie4e mont,2: 7:t,ree 0rou3+ =Project Mana0eran Steerin0 Committee> to

    3re.ent unetecte time2inee3arture+

    Num7er o5 TeamMem7er+"n-no42e0ea72e o5u+ine++

    L Team 4e22 .er+ein 7u+ine++o3eration+ im3acte7: tec,no2o0:

    =nli.el! Project Mana0er ancon+u2tant to ienti5:-no42e0e 0a3+ an 3ro.ietrainin0 a+ nece++ar:

    Project ,ea&ershi#Steerin0 Committeee9i+tence

    L: IentiBe anent,u+ia+tic

    =nli.el! Fre6uent2: +ee- 5ee7ac- toen+ure continue +u33ort

    A7+ence o5CommitmentLe.e2@Attitue o5Mana0ement

    L: "ner+tan+.a2ue ! +u33ort+3roject

    =nli.el! Fre6uent2: +ee- 5ee7ac- toen+ure continue +u33ort

    A7+ence o5CommitmentLe.e2@Attitue o5 "+er+

    L: "ner+tan+.a2ue ! +u33ort+3roject

    =nli.el! Fre6uent2: +ee- 5ee7ac- toen+ure continue +u33ort

    A7+ence o5 Mi(Mana0ementCommitment

    L: Mo+t uner+tan.a2ue ! +u33ort3roject

    =nli.el! Fre6uent2: +ee- 5ee7ac- toen+ure continue +u33ort

    Project StaffingProject TeamA.ai2a7i2it:

    M: Di+tri7ute teamma-e+ a.ai2a7i2it:6ue+tiona72e

    Somehatli.el!

    Continuou+ re.ie4 o5 3rojectmomentum 7: a22 2e.e2+Con+u2tant to ienti5: an:

    im3act+ cau+e 7:una.ai2a7i2it: I5 nece++ar:increa+e committmment 7:3artici3ant+ to 5u22 time +tatu+

    P,:+ica2 Location o5 Team 3re.ent+ e;ecti.emana0ement

    M: Team i+i+3er+e amon0+e.era2 +ite+

    ,i.el! "+e o5 Intranet 3roject4e7+ite com3re,en+i.eCommunication+ P2an

    Project Team+ S,areor- E93eriencecreate+ 3oor 4or-in0re2ation+,i3

    M: Some ,a.e4or-e to0et,er7e5ore

    Somehatli.el!

    Com3re,en+i.eCommunication+ P2an

    ea- "+er Partici3ationon Project Team

    L: "+er+ are 3art(time team mem7er+

    =nli.el! "+er Grou3 Partici3ant+coorinate 7: 5u22 time

    em32o:eeProject "anagementProcurementMet,oo2o0: "+e5orei0n to team

    L: ProcurementMet,oo2o0: 5ami2iarto team

    =nli.el! N@A

    C,an0e Mana0ementProceure+ uneBne

    L: e22(eBne =nli.el! N@A

    ua2it: Mana0ementProceure+ unc2ear

    L: e22(eBne anacce3te

    =nli.el! N@A

    14

  • 8/9/2019 Project Execution Plan format

    15/17

    PROJECT EXECUTION PLAN Project Name

     

    6# !+78%ontra%t Mana'e/ent /ist w*ic* %art o$ wor is outsourced to w*ic* su'contractor."e$er to t*e su'contractors agreement t*at s*ou&d inc&ude or re$er to t*e statement o$ wor, t*e

    e!ecution %rocess, mi&estones, -ua&ity assurance, con$iguration management, communication structure,

    *andoer %rocedure, acce%tance criteria, and -ua&ity audits.

    Su'(contractor  Su'(contracted;or6

    Re1$ to su'(contract

    Remar6Compan4 Contact

     

    9# Co//+ni%ation an, Re&ortin' State t*e %rinci%&es $or re%orting and distri'uting in$ormation wit*in t*e %ro+ect $or t*e di$$erent grou%s o$interna& and e!terna& stae*o&ders. nc&ude, $or e!am%&e, *ow o$ten t*e re%orting wi&& tae %&ace, t*e ty%eo$ re%orts or in$ormation, t*e ty%e o$ media in w*ic* it is %resented, and t*e ty%e o$ meetings t*at wi&& tae

     %&ace.

    a) nterna& communication and re%orting2 ensure t*at a&& in$ormation is aai&a'&e to t*ose w*oneed it. 3 P&an %ro+ect meetings, *ow o$ten t*ey tae %&ace, and w*o wi&& %artici%ate 3 De$ine*ow %ro+ect in$ormation wi&& made aai&a'&e to t*e interna& stae*o&ders (e.g. %ro+ect &i'rary) 3De$ine *ow and *ow o$ten su'%ro+ects and su'contractors re%ort to t*e %ro+ect manager 3De$ine w*o %artici%ates mi&estone meetings 3 De$ine *ow eents wi&& 'e communicated

    ') 4!terna& communication and re%orting2 3 De$ine w*at in$ormation wi&& 'e %roided to w*ic*stae*o&ders 3 De$ine *ow and *ow o$ten in$ormation wi&& 'e %roided to w*ic* stae*o&derso$ten (e.g. %ro+ect re%ort) 3 P&an regu&ar meetings wit* e!terna& stae*o&ders (e.g. Steomeetings)

    4!#e ofCommunication

    "etho& 1 4ool 7re2uenc!1Sche&ule

    Information Partici#ants 1Res#onsi/les

    Internal Communication?

    Project Meetins 23cel s0eet ;ee6l4 and onevent

    Project status8pro'lems8 ris6s8c0aned

    re9uirements

    Project MrProject )eam

    S0arin o1 project data S0ared ProjectServer

    ;0en availa'le >ll projectdocumentationand reports

    Project MrsProject )eamMem'ers

    Milestone Meetins 23cel s0eet =e1oremilestones

    Project statusproess

    Project Mr Su'(project Mr

    Final Project Meetin 23cel s0eet M, ;rap(up23periences

    Project MrProject )eam

    15

  • 8/9/2019 Project Execution Plan format

    16/17

    PROJECT EXECUTION PLAN Project Name

    4!#e ofCommunication

    "etho& 1 4ool 7re2uenc!1Sche&ule

    Information Partici#ants 1Res#onsi/les

    External Communication an& Re#orting?

    Project Report 23cel s0eet Mont0l4 Project status (proress (1orecast ( ris6s

    ProjectManaerSu'(ProjectManaers

    SteCo Meetins 23cel s0eet Mont0l4 Project Manaer8SteCo

    SteCo Meetins

    Sign-off Sheet

    I have read the above Project execution Plan and will abide by its terms andconditions and pledge my full commitment and support for the Projectexecution Plan.

    Project S#onsor?

    Date

    Project "anager?

    Date

    Steering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    Date

    16

  • 8/9/2019 Project Execution Plan format

    17/17

    PROJECT EXECUTION PLAN Project Name

    Steering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    DateSteering Committee?

    Date

     

    17