Templates To Use For the 5 Phases of a Project

Initiate - processes performed to define a new project or a new phase of an existing project by obtaining authorization to start the project or phase.
 
Plan - processes performed to establish the scope of the project, refine the objectives, and define the course of action required to attain the objectives that the projects was undertaken to achieve. 
 
 
Execute - processes performed to complete the work defined in the project management plan to satisfy the project specifications. 
 
 
Monitor and Control - processes performed to track, review and regulate the progress and performance of the project; identify any areas in which changes to the plan are required; and initiate the corresponding changes. 
 
 
Close - processes performed to finalize all activities across all process groups to formally close the project temporarily or permanently. 

 

 

 

This page was last modified 6/3/2016 9:17 AM

5 Project Phases:

1.  Initiate Phase:

  • Collect Processes, Procedures & Historical Info
  • Identify Stakeholders
  • Document Business Need
  • Determine Project Objectives
  • Document Initial Assumptions & Constraints
  • Development Charter
  • Develop Preliminary Project Scope Statement

 2.  Plan Phase (pg 1)

  • Determine Team
  • Collect Requirements
  • Create Work Breakdown Structure
  • Create Project Work Plan
  • Estimate Time
  • Estimate Resource Requirements

2.  Plan Phase  continued         (pg 2)

  • Estimate Cost
  • Create Network Diagram
  • Determine Critical Path
  • Develop Schedule
  • Develop Budget
  • Determine Quality Standards, Processes & Metrics

2. Plan Phase continued (pg3)

  • Determine Roles & Responsibilities
  • Determine Communications Requirements
  • Risk Identification, Qualitative & Quantitative Risk
  • Procurement Plan
  • Project Plan
  • Kickoff Meeting

3.  Execute Phase

  • Execute the Plan
  • Recommend Changes and Corrective Actions
  • Team Building
  • Hold Progress Meetings
  • Send & Receive Information According to Communication Plan
  • RFP & Vendor Section

4.  Monitor and Control Phase

  • Measure According to the Plan
  • Scope Varification
  • Integrated Change Control
  • Risk Audits
  • Report on Performance

 5.  Close Phase

  • Administrative Closure vs. Contract Closure
  • Confirm Work Meets Requirements
  • Gain Formal Acceptance
  • Lessons Learned
  • Team Celebration
  • Final Performance Reporting
  • Index & Archive Records
  • Product hand Off From Project to Operational