When starting the Plan-for-Design stage, the PM should have enough details collected to produce a detailed-level project plan for the Design stage. At this point in time, the PM should also start collecting the information needed to begin a draft of the detailed-level project plan for the remaining stages of the project (Execute-to-Close). The Project Planning Checklist is an activity which should be completed again during the Plan-for-Design stage to ensure that known key project events / tasks are included in the project plan.
The Project Plan should cover the whole project, not just the current fiscal year or SOW. If the downstream costs are not known, a rough order of magnitude (ROM) cost and timeline estimate should be used until more details can be gathered. The PM should remember to include adequate time / resources to complete all administrative-type tasks that are required to be executed on a regular basis. EA team members (both from the S&P and SDI groups) should be considered members of the project team and invited to attend planning meetings as well as regularly scheduled project status meetings (as relevant).
Based on the results of the IM / IP / ATIPP engagement, some additional tasks may need to be incorporated into the Project Plan for the Implement stage. The output of the IM / IP / ATIPP engagement (e.g. Risk Assessment Workbook, Privacy Impact Report) should be reviewed to determine which additional activities are recommended to be included in the Design, Execute, and Implement stages. Please refer to Appendix B in the Project Manager Reference Guide’s (PMRG) for additional details.
The Project Charter should also be revisited at this time to confirm project scope, and to ensure the information contained in the document is still accurate. A new Project Charter may be required if the present situation deviates substantially from what was captured in the original version that was created in the Plan-for-Analysis stage.
Disaster Recovery (DR) Plan
In the Plan-for-Design stage, the PM should include activities to meet with the DR Team and discuss the delivery and content of the Disaster Recovery (DR) Plan. As part of planning, the PM should allow two weeks for the drafted DR Plan to be reviewed by Subject Matter Experts (SMEs).
- Project Charter Template (74 KB) Updated: 2017-12
- Project Plan
Note: PMs should review their project’s Deliverables Matrix to understand which of the above deliverables are mandatory for their project (deliverable requirements are dependent on project type, size, etc.). The Preliminary Deliverables Matrix is initially completed by the Project Management Office (PMO) in the Initiate stage and PMs should request the PMO complete the Finalized Deliverables Matrix at the end of the Analysis stage (in the event the project type and/or size has changed). PMs are also encouraged to contact the PMO if they feel a deliverable listed as mandatory is not relevant (e.g. eligible for an exemption).
Adobe® Acrobat® Reader software can be used for viewing PDF documents. Download Acrobat® Reader for free .