PROGRAM MASTER PLAN

PROGRAM NAME
PROGRAM SPONSOR

PROGRAM MANAGER

STEERING COMMITTEE
MEMBERS

MEMBER NAME

STRUCTURE

DECISION GUIDELINES AND PRIORITIES

DECISION DOCUMENTATION PROCESS

DECISION COMMUNICATION PROCESS

REVIEWS
STAGE GATE REVIEWS

WHEN REVIEWS ARE TO BE HELD

WHAT WILL BE REVIEWED

WHAT DETERMINES MOVING ON

 PROGRAM PERFORMANCE REVIEWS

PROGRAM PERFORMANCE REVIEW DATES

REQUIRED SUPPORT DATA

PROGRAM AND COMPONENT CHANGE REQUESTS

PROCESS FOR MANAGING CHANGE

PROCESS FOR CHANGING PROGRAM SCOPE

PROCESS FOR INITIATING OR TERMINATING PROGRAM COMPONENTS

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AM MASTER PLAN

PROGRAM NAME

STEERING COMMITTEE
MEMBERS

ROLE

STRUCTURE

DECISION GUIDELINES AND PRIORITIES

DECISION DOCUMENTATION PROCESS

DECISION COMMUNICATION PROCESS

REVIEWS
STAGE GATE REVIEWS

WHEN REVIEWS ARE TO BE HELD

WHAT WILL BE REVIEWED

WHAT DETERMINES MOVING ON

 PROGRAM PERFORMANCE REVIEWS

PROGRAM PERFORMANCE REVIEW DATES

REQUIRED SUPPORT DATA

PROGRAM AND COMPONENT CHANGE REQUESTS

PROCESS FOR MANAGING CHANGE

PROCESS FOR CHANGING PROGRAM SCOPE

PROCESS FOR INITIATING OR TERMINATING PROGRAM COMPONENTS

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WORK
PROJECT
BREAKDOWN STRUCTURE WITH GANTT CHART
TITLE
PROJECT
MANAGER
COMPANY
NAME
DATE

WBS START
TASK TITLE TASK OWNER
NUMBER DATE

1 Project Conception & Initiation

1.1 Project Charter Leon W 3/12/2022
1.1.1 Project Charter Revisions Kylie R 3/15/2022
1.2 Research Pete S 3/15/2022
1.3 Projections Steve L 3/16/2022
1.4 Stakeholders Allen W 3/17/2022
1.5 Guidelines Malik M 3/18/2022
1.6 Project Initiation Malik M 3/23/2022
2 Project Definition & Planning
2.1 Scope & Goal Setting Steve L 3/24/2022
2.2 Budget Allen W 3/29/2022
2.3 Communication Plan Malik M
2.4 Risk Management Malik M
3 Project Launch & Execution
3.1 Status & Tracking Pete S
3.2 KPIs Leon W
3.2.1 Monitoring Kylie R
3.2.2 Forecasts Kylie R
3.3 Project Updates Pete S
3.3.1 Chart Updates Malik M
4 Project Performance / Monitoring
4.1 Project Objectives Steve L
4.2 Quality Deliverables Allen W
4.3 Effort & Cost Tracking Malik M
4.4 Project Performance Malik M
GANTT CHART TEMPLATE

PHASE ONE

DUE DURATIO % of
WEEK 1 WEEK 2 WEEK 3
DATE N TASK
COMPLE M T W R F M T W R F M T W
TE
3/15/2022 3 100%
3/16/2022 1 100%
3/21/2022 6 90%
3/22/2022 6 40%
3/22/2022 5 70%
3/22/2022 4 60%
3/23/2022 0 50%

3/28/2022 4 5%
4/2/2022 4 30%
0 0%
0 0%

0 0%
0 0%
0 0%
0 0%
0 0%
0 0%

0 0%
0 0%
0 0%
0 0%
 PHASE TWO PHASE THREE

WEEK 4 WEEK 5 WEEK 6 WEEK 7

R F M T W R F M T W R F M T W R F M T W R F
 PHASE FOUR

WEEK 8 WEEK 9 WEEK 10 WEEK 11 WEEK 12

M T W R F M T W R F M T W R F M T W R F M T
WEEK 12
W R F
RISK LOG

PROJECT NAME

CLIENT

POINT OF CONTACT

OVERVIEW

RISK ID DESCRIPTION

R101
R102
R103
R104
R105
R106
R107
R108
R109
R110
R111
R112
R113
R114
R115
R116
R117
R118
R119
R120
R121
R122
R123
R124
R125
R126
R127
R128
R129
R130
R131
R132
 PROGRAM OR

RISK L
OVERVIEW ASSESSM

REPORT LAST IMPACT

OWNER
DATE UPDATED LEVEL

HIGH
MEDIUM
LOW
CLICK HERE TO CREATE RISK LOG
 PROGRAM ORGANIZATION
VERSION NUMBER 0.0.0

DATE PREPARED

AUTHOR

RISK LOG
ASSESSMENT

OCCURRENC
IMPACT DESCRIPTION E PLAN STATUS
LIKELYHOOD

LOW NO RESPONSE PLANNED

HIGH PLAN IDLE
MEDIUM PLAN IN PROGRESS
PLAN IMPLEMENTED
PLAN FAILED
CLICK HERE TO CREATE RISK LOG TEMPLATES IN SMARTSHEET
 BEGIN DATE

END DATE

DURATION

RESPONSE

PLANNED ACTION COMPLETED ACTION

T
 LOG DROPDOWN KEYS

DATE IMPACT
RESPONSE STATUS RESPONSE STATUS
CLOSED LEVEL

RISK OPEN HIGH NO RESPONSE PLANNED

RISK CLOSED MEDIUM PLAN IDLE
RISK ESCALATED TO ISSUE LOW PLAN IN PROGRESS
PLAN IMPLEMENTED
PLAN FAILED

RESPONSE STATUS
RISK OPEN
RISK CLOSED
RISK ESCALATED TO ISSUE
PROGRAM MANAGEMENT PROCESS DRAFT
RISK MANAGEM
DESCRIPTION

PROCESS OWNER
RISK MONITOR LINK

SUBTEAM TASK MANA

GENERAL ACTION I

IMPLEMENTATION AND AL
PM / CRM TEAM
TEAM MEMBER FOCUS

TECH TEAM
TEAM MEMBER FOCUS

FUNCTIONAL TEA
TEAM MEMBER FOCUS

ISSUE MANAGEM
DESCRIPTION

PROCESS OWNER
ISSUE MONITOR LINK

PROGRAM STATUS M
DESCRIPTION

PROCESS OWNER

SUBTEAM COORDIN
DESCRIPTION

PROGRAM COORDINATOR RE
 SUBTEAM ASSIGNM

PROCESS OWNER

CHANGE REQUE
DESCRIPTION

PROCESS DETAI

PROCESS OWNER
CHANGE REQUEST LINK

DECISIONS
DESCRIPTION

PROCESS DETAI

PROCESS OWNER
DECISION LOG LINK

PROGRAM SCHEDULE G
DELIVERABLES AND
TASK NAME DESCRIPTION

SUMMARY TASK

WORK ESTIMATE

PROGRAM SCHEDULE M
DESCRIPTION

SCHEDULE UPDATE REQU

PROCESS OWNER
 RESOURCE ALLOC
DESCRIPTION

GUIDELINES

PROCESS OWNER
ALLOCATION CHART LINK

BUDGET MANAGE
DESCRIPTION

PROCESS OWNER
BUDGET WORKSHEET LINK

RESOURCE PLAN
DESCRIPTION

QUARTERLY REPORT P

PROCESS OWNER
RESOURCE REPORTS LINK

TESTING PROCES
DESCRIPTION

TESTING ACTIVITY

PROCESS OWNER

ANALYSIS, REQUIREMENTS, DE
DESCRIPTION

DOCUMENTS
DOCUMENT LIBRARY LOC
DOCUMENT NAME DESCRIPTION
 REQUIREMENT
FUNCTIONAL

DETAILED

DESIGN

DEPLOYMENT / ROLLOUT C
DESCRIPTION

PROCESS DETAI

PROCESS OWNER

COMMUNICATION MAN
DESCRIPTION

TEAM

PROCESS OWNER
PLAN DOCUMENT LINK

VENDOR MANAGE
DESCRIPTION

PROCESS DETAI

PROCESS OWNER

PROGRAM HEALTH MO
DESCRIPTION

PROCESS OWNER
INDICATOR INFO LINK
 PROGRAM STATUS RE
DESCRIPTION

PROCESS DETAI

PROCESS OWNER
STATUS MONITOR LINK

CALENDAR VIEW OF RECUR

DELIVERABLES AND
MONTH / WEEK MONDAY

PROCESS OWNER
PROGRAM CALENDAR LINK

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PROCESS DRAFT
RISK MANAGEMENT
DESCRIPTION

REVIEW / UPDATE CYCLE

SUBTEAM TASK MANAGEMENT

GENERAL ACTION ITEMS

IMPLEMENTATION AND ALLOCATION

PM / CRM TEAM
FOCUS

TECH TEAM
FOCUS

FUNCTIONAL TEAM
FOCUS

ISSUE MANAGEMENT
DESCRIPTION

REVIEW / UPDATE CYCLE

PROGRAM STATUS MEETINGS

DESCRIPTION

REVIEW / UPDATE CYCLE

SUBTEAM COORDINATION
DESCRIPTION

PROGRAM COORDINATOR RESPONSIBILITIES

 SUBTEAM ASSIGNMENTS

REVIEW / UPDATE CYCLE

CHANGE REQUESTS
DESCRIPTION

PROCESS DETAILS

REVIEW / UPDATE CYCLE

DECISIONS
DESCRIPTION

PROCESS DETAILS

REVIEW / UPDATE CYCLE

PROGRAM SCHEDULE GUIDELINES

DELIVERABLES AND TASKS
PROGRAM SECTION OWNER DEADLINE

SUMMARY TASKS

WORK ESTIMATES

PROGRAM SCHEDULE MANAGEMENT

DESCRIPTION

SCHEDULE UPDATE REQUIREMENTS

REVIEW / UPDATE CYCLE

 RESOURCE ALLOCATION
DESCRIPTION

GUIDELINES

REVIEW / UPDATE CYCLE

BUDGET MANAGEMENT
DESCRIPTION

REVIEW / UPDATE CYCLE

RESOURCE PLANNING
DESCRIPTION

QUARTERLY REPORT PROCESS

REVIEW / UPDATE CYCLE

TESTING PROCESSES
DESCRIPTION

TESTING ACTIVITY OWNER

REVIEW / UPDATE CYCLE

ANALYSIS, REQUIREMENTS, DESIGN PROCESSES

DESCRIPTION

DOCUMENTS
DOCUMENT LIBRARY LOCATION LINK
DESCRIPTION OWNER PROCESS USE
 REQUIREMENTS
FUNCTIONAL

DETAILED

DESIGN

DEPLOYMENT / ROLLOUT COORDINATION

DESCRIPTION

PROCESS DETAILS

REVIEW / UPDATE CYCLE

COMMUNICATION MANAGEMENT
DESCRIPTION

TEAM

REVIEW / UPDATE CYCLE

VENDOR MANAGEMENT
DESCRIPTION

PROCESS DETAILS

REVIEW / UPDATE CYCLE

PROGRAM HEALTH MONITORING

DESCRIPTION

REVIEW / UPDATE CYCLE

 PROGRAM STATUS REPORTING
DESCRIPTION

PROCESS DETAILS

REVIEW / UPDATE CYCLE

CALENDAR VIEW OF RECURRING ACTIVITIES

DELIVERABLES AND TASKS
TUESDAY WEDNESDAY THURSDAY

REVIEW / UPDATE CYCLE

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FREQUENCY / CYCLE

FREQUENCY / CYCLE

FREQUENCY / CYCLE
DELIVERABLES
 DEPARTMENT

PROCESS USE
 FRIDAY

HEET
PROGRAM MANAGEMENT DASHBOARD
TAS

PENDING TASKS RISKS

LOW 48
10 MEDIUM

HIGH
44
52

TAS

42495 42500 42505 42510 42515 42520 42525 42530

Kick-off

Set Objectives

Project Requirements

Hardware Requirements

Finalize Resource Plan

Investor Presentation

Staffing

Construction

Alpha Out

Alpha Testing

Beta Out

Beta Testing

Launch

Future Planning

DAYS per TASK

0 5 10 15 20
Kick-off 1
Set Objectives 5
Project Requirements 7
Hardware Requirements 5
Finalize Resource Plan 4
Investor Presentation 1
 DAYS per TASK
0 5 10 15 20
Kick-off 1
Set Objectives 5
Project Requirements 7
Hardware Requirements 5
Finalize Resource Plan 4
Investor Presentation 1
Staffing 4
Construction 21
Alpha Out 1
Alpha Testing 16
Beta Out 1
Beta Testing 13
Launch 1
Future Planning 2

PROJEC

1000000
1000000

980000

960000

940000

920000

900000

880000

860000

840000

820000
PROJECTED

RISK

10

9
10

0
Kick-off Set Objectives Project Hardware Finalize Investor Staffin
Requirements Requirements Resource Plan Presentation

HIGH

RIS

LOW

MEDIUM 44

HIGH

0 5 10 15 20 25 30 35 40 45

OPEN & P

10

7
 10

0
Kick-off Set Objectives Project Hardware Finalize Investor Staffing
Requirements Requirements Resource Plan Presentation

OPEN ISSUES REV

ACT

PENDING ACTIONS

REVISIONS
16

OPEN ISSUES
18

0 5 10 15 20

PROJ

TASK OWNER SCHEDULE BUDGET

Kick-off Anna
Set Objectives Ken
Project Requirements Sara
Hardware Requirements James
Finalize Resource Plan Anna
Investor Presentation Ken
Staffing Sara
Construction James
Alpha Out Pete
Alpha Testing Jason
Beta Out Pete
Beta Testing Jason
Launch Pete
Future Planning Anna

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 TASK TIMELINE

ISSUES BUDGET
OPEN 18
REVISIONS

PENDING
16
27
88%
TASK TIMELINE

42525 42530 42535 42540 42545 42550 42555 42560 42565 42570 42575 42580

TASK STATUS
COMP
20 25 29%

NOT STARTED
43%
 TASK STATUS
COMP
20 25 29%

NOT STARTED
43%

21

IN PROGRESS
14%

PROJECT FINANCIALS

880000

ACTUAL

RISK ANALYSIS
nvestor Staffing Construction Alpha Out Alpha Testing Beta Out Beta Testing Launch Fu
Presentation

HIGH MEDIUM LOW

RISK TOTAL

48

44

52

40 45 50 55 60 65 70 75 80 85 90 95

OPEN & PENDING ACTIONS

nvestor Staffing Construction Alpha Out Alpha Testing Beta Out Beta Testing Launch Futu
Presentation

OPEN ISSUES REVISIONS PENDING ACTIONS

ACTION TOTAL

27

16

18

5 20 25 30 35 40 45

PROJECT REPORT

RESOURCES RISKS ISSUES COMMENTS

OGRAM MANAGEMENT DASHBOARD TEMPLATES IN SMARTSHEET
 % COMPLETE

29%

42570 42575 42580 42585

COMPLETE
29%
 COMPLETE
29%

OVERDUE
14%

880000

ACTUAL
esting Launch Future Planning

85 90 95 100
sting Launch Future Planning

45 50

MMENTS
PROGRAM COMMUNICATION PLAN
OVERVI
COMMUNICATION STRA

INFORMATION FLO
COMPONENTS
BETWEEN COMPONENTS
COMPONENTS TO PROGRAM LEVEL
OUT TO CUSTOMERS

ESCALATION &
COMMUNICATION ACTIVITY E

FEEDBACK HA
FEEDBACK SOURCE
ARTICLES
EMAIL QUESTIONS
INTERVIEWS
OPEN TICKETS
OTHER

RESPONSIBILITY &
COMMUNICATION ACTIVITY

COMMUNICATION
ACTIVITY TARGET AUDIENCE
CLICK HERE TO CREATE PROGRAM COMMUNIC
 OVERVIEW
COMMUNICATION STRATEGY SUMMARY

INFORMATION FLOW OVERVIEW

FLOW APPROACH

ESCALATION & FEEDBACK

COMMUNICATION ACTIVITY ESCALATION PROCESS

FEEDBACK HANDLING
METHOD OF HANDLING

RESPONSIBILITY & AUTHORITY

NICATION ACTIVITY PERSON RESPONSIBLE

COMMUNICATION ACTIVITIES
PURPOSE DATE FREQUENCY
O CREATE PROGRAM COMMUNICATION PLAN TEMPLATES IN SMARTSHEET
AUTHORIZER

METHOD
 Status Report

Project Status: (Red/Yellow/Green)

Date: Overall Status: Green
Contact: Explanation:
Prepared By:

Key Accomplishments
List key tasks and milestones achieved in this period, along with any key changes

ID # Key Issues Action Plan

Critical Milestones Health Due Date

G
G
G
G
G
G
G
G
 Status
Open

Comment/Status