Items for consideration for comment in a Project Execution Plan include:

HEADING

SUBHEADING

DESCRIPTION

1.0 PROJECT OVERVIEW

1.1 Introduction

Provide any historical information and context.

Describe how the project came to being outline
the problem, reference past studies,
investigations and other relevant information.

1.2 Project Description

Briefly describe the scop of the project. Nominate

also any items that are specifically excluded from
the project scope of work.

1.3 Project Objectives &

Deliverables

Describe what the project is aimed at achieving

and what specifically the project will deliver
define the deliverables in measurable terms.

1.4 Project KPIs

Include a Project KPI matrix:

Item

KPI

Measurement

1.5 Assumptions

State any assumptions on which the project is

based including anything the project is dependent
on.

1.6 Constraints

Identify the limitations placed on the project.

Explain any constraints under which the project
will be undertaken.

1.7 Dependencies

Describe any relationship of this project to other

projects. If appropriate describe how the project
will be integrated with other projects or on-going
work processes. Consider other projects that this
project depends on and other projects that
depend on this project.

1.8 Key Risks

Describe the key project risks and proposed

mitigation actions. If appropriate use the Risk
Register Template.

1.9 Key Opportunities

Describe the key opportunities available and

proposed management actions. If appropriate use
the Opportunity Register Template.

2.0 ROLES & RESPONSIBILITIES

2.1 Project Organisation

Prepare a project organisation chart showing how

the project team is to be structured. Show how
the project relates to any governance structures
(eg Steering Committee, Sponsor, Project
Director, Customer/s, etc). The chart should
depict team composition, lines of authority and
functional responsibilities.

2.2 Key Position

Briefly describe the role and responsibilities for

Descriptions

2.3 Authority Levels

each key project position. Include any governing

bodies (eg Steering Committee, Sponsor, Project
Director, Customer/s, etc) and direct reports to the
Project Manager.
Describe the levels of authority which apply to
each of the key project positions as described
above.

3.0 PROJECT IMPLEMENTATION

3.1 Safety

Describe the approach to Safety and specific

actions to be implemented to ensure a safe
working environment.

3.2 Implementation
Strategy

Describe the strategy for implementing the

project. Will it be implemented in stages?
Describe the major packages that the project will
be broken into.

3.3 Contracting Strategy

Describe the strategy for the use of external

resources including consultants and contractors.
What packages will be provided by external
suppliers? What type of orders/contracts will be
used? What is the rational behind these
decisions?

3.4 Project Trade-Offs

Nominate the relative priority of Quality, Time and

Cost and explain why these priorities have been
assigned.

3.5 Schedule

List the key project milestones and their

scheduled achievement dates.
The Project Milestone Template
may be useful here.

3.6 Budget

Provide an outline budget for the project.

Comment on the level of contingency and how
this related to project risk. The Project
Estimating/Budget Tool might be useful here.

4.0 PROJECT CONTROL

4.1 Document
Management

Describe how project documents will be managed

and archived.

4.2 Project Reporting

Nominate the proposed frequency of project

progress reports. Are there any other
requirements for project reports?

4.3 Change Management

Specify the process for authorising, measuring,

reporting and controlling changes to the project.
Specify the processes to be used in assessing the
impact of changes on product scope and quality,
and the impacts of proposed changes on project
schedule, budget, resources, risks and

opportunities.
4.4 Issue Management

Specify the resources, methods, tools, techniques

and procedures to be used in reporting,
analysing, prioritising and processing issues
raised during the project.

4.5 Risk & Opportunity

Management

Describe the processes to be employed by the

project to ensure risks and opportunities are
identified, captured, documented, communicated,
and managed during the project.

4.6 Project Control

Processes

List and briefly describe the tools and techniques

to be used to control and manage the project
budget, expenditure, estimate to complete,
progress and schedule.

4.7 Project Meetings

List all regular project meetings, including

governance meetings, to be held.

5.0 PROJECT ASSURANCE

5.1 Quality Plan

Describe the key elements of the project quality

plan. Identify any performance or quality
standards that must be met.

5.2 Reviews and Audits

Nominate a schedule for independent (external to

the project team) project reviews and audits.
Describe the review/audit to be undertaken, by
who and at what stage in the project.

6.0 OPERATIONS TRANSITION

6.1 Acceptance Criteria

Specify the plan for customer acceptance of the

project deliverables. Nominate objective criteria
for determining acceptability of the deliverables.
Also specify any Ready To Operate Criteria.

6.2 Hand Over

Describe the process for handover from the

project to operations

6.3 Training

State the training considered necessary. How will

training be conducted and how will its usefulness
be evaluated.

6.4 Communication

Briefly describe any communication strategies

required to effectively deliver the project.

6.5 Organisation &

Change Management

Briefly describe any organisation and change

management strategies to be employed.

6.6 Operational Support

Indicate the boundaries between the project and

operations relating to on-going operational
support. What is the project responsible for and
what will operations be responsible for.

6.7 Start Up

Briefly describe the start-up plan including

responsibilities. Indicate when operations become
responsible for safe care and custody of the
works. When will operations assume control of
the works?

7.0 PROJECT CLOSE OUT

7.1 Project Close Out
Review

Nominate when the Project Close Out Review will

be undertaken (taking into consideration the
availability of key project personnel). Nominate
the key people, or positions, to be involved in this
review.

7.2 Performance
Appraisal

Indicate how each individuals performance will be

assessed at the completion of the project.

7.3 Post Investment

Review

Nominate when the Post Investment Review will

be undertaken and who will be involved.

8.1 Attachments

Include a list of attachments that form part of the

Project Execution Plan.

8.2 Project Plan Review

Describe how and at what intervals the Project

Execution Plan will be reviewed to ensure it
remains current. State also how changes will be
approved and communicated.

8.0 GENERAL