Bộ mẫu quản lý dự án theo giai đoạn

Pre-initiation outline: background, objectives, scope, constraints, outline business case with cost range, product description, approach options, management team, initiation request

Integrated project baseline: definition, approach, business case summary, organisation, quality, change, risk and communication approaches, plan, tolerances, tailoring, benefits

Work authorisation to a team manager: scope, products with quality criteria, standards, effort and cost, tolerances, checkpoint reporting, escalation, handover

Periodic report to the project board: summary, products done and due, tolerance table (time, cost, scope, quality, risk, benefits, sustainability), risks, changes, lessons, requests

Forecast tolerance breach: cause, stage and project consequences, costed options checked against both tolerance levels, recommendation, board decision record

Stage close: performance vs original and exception plan, products and concessions, business case review, benefits, lessons, carried-forward risks, next stage request

Closure: objectives vs outcomes, scope, schedule and cost variances, quality, benefits handover, open items, contracts, archive, sign-off

Lessons workshop method, register with category, impact, root cause, recommendation, owner and where applied, plus actions