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Table of Contents
Introduction.................................................................................................................................. 3
Project objectives and scope.......................................................................................................4
Project benefits............................................................................................................................ 5
Approach, dependencies and critical success factors..................................................................6
Protocols...................................................................................................................................... 8
Project governance...................................................................................................................... 9
Roles and responsibilities............................................................................................................ 9
Key contacts.............................................................................................................................. 10
Project milestones...................................................................................................................... 11
Project risk factors..................................................................................................................... 12
Introduction
[Insert an introductory paragraph outlining the nature of the clients business and the purpose of
undertaking the project. This is essentially an overview of what the rest of the document
contains, summarized in a few short paragraphs]
Project benefits
[In this section, define the benefits and related assumptions, associated with the project. These
may be quantitative or qualitative in nature. Also, tracking and reporting of realized benefits is
also described in this section, if applicable.]
What are the key dates in project timeline and significant milestone?
Deliverables
Protocols
[The following table defines the protocols surrounding the execution of the project. Some
examples include:
How progress is communicated
How issues are resolved
Acceptable levels of client staffing and availability]
Ref.
Protocol
Comments
Project governance
[Define the governance structure supporting the project, including lines of communication. Link
to roles and responsibilities in the next section]
Name
Responsibility
Name
Responsibility
Key contacts
[Insert the name, role and contact numbers for the key contacts associated with the project.
Key contacts relate to both our firm and client staff]
Our Firm
Name
Role
Contact Number
Role
Contact Number
[Client Name]
Name
10
Project milestones
The following table defines the key milestones / activities associated with the project:
[Develop the following template to define the key milestones, which should align with the project
plan:]
Ref
.
Milestone Description
Planned Start
Date
Estimated Completion
Date
1
2
3
4
5
11
12