Project Planning

The purpose of project planning is to facilitate communication and control by defining the means of delivering the products (the where and how, by whom, and estimating the when and how much).

Compliance

Yes

- There is evidence that the project complies to the criteria

- There is no evidence that the project complies to the criteria

N/A

- This criteria does not apply via the use of tailoring or other justifiable reasons

Quality

Red

- The is no evidence or the evidence does not comply with the PRINCE2® methodology

Amber

- The evidence is reasonable, but could benefit from significant improvement to comply fully with PRINCE2®

Green

- The evidence complies fully with PRINCE2®

N/A

- This criteria does not apply via the use of tailoring or other justifiable reasons

SU IP PL SB CS MP DP CP Report
Planning
Project Name:

Maturity Model Rating For This Phase
Level 1 - Initial • Methodology is not being adopted • Uncontrolled Level 2 - Managed • Very Low adoption of methodology • Very low level of control Level 3 - Defined • Low adoption of methodology • Low level of control Level 4 - Quality • Good adoption of methodology • Good level of control Level 5 - Optimised • Full adoption of methodology • Under full control
Phase Analysis

	Criteria Question	Compliance	Quality
Pre Planning activities
	Is there a baseline project plan?
	Are stages clearly defined?
	Are there stage plans?
	Are stage plans Consistent with the project plan?
Designing A Plan
	Was a plan methodology defined? (Indicating planning approach, levels of Plan, estimating techniques and approach to contingency allowances, tool set to be used and major monitoring methods, and any relevant assumptions)
Defining And Analysing Products
	Has a product based planning technique been used?
	Is there a product breakdown structure?
	Is there a product check list of key products?
	Are there product descriptions?
	Is there a product flow diagram?
	Are there product descriptions to PRINCE2® standard format?
	Are quality criteria explicit?
	Are quality methods defined?
	Are quality check skills defined?
	Is it clear who delivers and accepts and checks the products?
	Has each product description resulted in a documented configuration item record?
	Are product descriptions subject for QA review?
	Do assurance roles review product descriptions?
	Are product descriptions reviewed and updated to reflect authorised changes?
	Are product descriptions maintained under configuration management?
Identifying Activities And Dependencies
	Is there a list of activities?
	Have dependencies between activities and products been identified?
	Have external project dependencies with activities and products been identified in the plan?
Estimating
	Have the major products, activities and resources been captured in the Project Plan?
	Have estimating techniques and assumptions been identified?
Scheduling
	Have activities been scheduled in the plan?
	Have activates been assigned to individuals?
	Has the schedule been updated to consider overutilization of resources (resource levelling)?
	Have project control points been identified?
	Have milestones been identified?
	Has the production of management products been included?
	Have project assurance activities been included in the plan?
	Have the resources and costs been calculated and documented?
Analysing Risks
	Have assumptions in the plan resulted in risks being documented in the risk log?
	Have Risks associated with the plan been captured in the risk log?
Completing A Plan
	Have all the planning products been consolidated into a single document?
	Does the Project Plan use an acceptable format agreed by the Project Board (i.e. Gantt Chart, list of tasks)?
Approvals & Quality Assurance
	Have the Plans (project or Stage) been subject to a documented QA Review?
	Have the Plans (Project or Stage) been Approved by the Project Board and authorisation given for the Project or Stage to proceed?
	Is the baseline project plan subject to configuration control and management?
	Is the current project plan up to date?
	Are time driven Project Check Point Reviews defined in the project plan?
	Does the plan include management products?
	Does the plan include project specialist products?
	Does the plan include QA review schedule?
	Does the plan include key communication activity?
	Are event driven Project Check Point Reviews defined in the project plan?