ATC TEMPLATE 03 PROJECT INITIATION DOCUMENT (FLIGHT PLAN)
Question to answer: How will we do this?
At this step we need a written down detail of implementation plan: roles, goals, controls, tasks, owners, actions.
Process: Consult with the appropriate stakeholders, who will actually participate in the project. Write it all down on template and get agreement from your manager or Executive sponsor.
If you need any help please contact us in the Strategy, Projects and Change Office.
KEY INFORMATION
| Project Title | |
| Author | |
| Sponsor | |
| Current Date | |
| SPCO Project Code |
| Why do we want to do this? How is it going to change the business? (Basic background to the project explaining the situation, problem, need, context and priority. This essentially says why this needs to be done.) |
WHAT IS THE PROJECT NOT GOING TO DELIVER?
(It is important to be clear about what is out of scope. What things are important, but not going to be delivered?)
WHO IS ON THE STEERING GROUP?
(List the key internal people who are not involved in the project but need to be informed of this document and the project (resources, time, budget, priority.)
| Person | Name & Role |
| Sponsor (who is ultimately accountable) | |
| Key Supplier (who is delivering the change) | |
| Key Customer (who will benefit from the change) |
WHAT ARE THE ROLES OF THE PEOPLE DELIVERING THE CHANGE?
(List the key internal people and external people, their roles and responsibilities. Considering who is responsible, accountable, consulted or informed will help to identify the key stakeholder groups for the project.)
| Name(s) & Job Roles | Which part(s) of the project? | Person-days required | |
| Responsible - The person who actually carries out the process or task. Gets the job done. | |||
| Accountable who is ultimately accountable for the job being done right. Responsible people are accountable to this person | |||
| Consulted people who are not directly involved with carrying out the task, but who are consulted. e.g. subject matter expert or advisor. | |||
| Informed Those who receive output from the process or task, or those who need to stay informed. |
WHO WILL CHECK & APPROVE THE OUTPUTS OF THE PROJECT?
(List the key people who will review, approve & sign-off this document & the project (resources, time, budget, priority)
| Person | Role |
WHO WILL THE PROJECT OUTPUTS BE HANDED-OVER TO? WHEN?
(List the key people who will pick-up the outputs of this project when they are transitioned to Business As Usual)
| Person | Role | Any training or support required? |
THE PROJECT PLAN WHAT WERE GOING TO DO AND WHEN.
(List the key steps, phases, packages of work. This may be a table (as below), form, text, graphic or a Gantt Chart. What it needs to explain is how and when we will do each of the steps, phases and packages of work. It is a detailed summary of tasks, people, actions and dates.)
| Item | Description what is it & what does it do? | Who is it for? | Who is building/supplying it? | How many days will this take? | Cost | Who is checking it & signing it off? | Target Date | Status | Comments |
RESOURCE PLAN WHAT SKILLS DO WE NEED & WHEN?
(What skills do we need and when do we need them? Understanding this will help us allocate people, or secure extra resources by contract, secondment, or other means.)
Internal People
| Skill Set Needed e.g. PM, Analyst, Tester, BA etc. | Name of person & current role (if internal) | How many person-days do you need? | When do you need them? (week/period/year) |
External People
| Skill Set Needed e.g. PM, Analyst, Tester, BA etc. | Name of person & current role (if internal) | How many person-days do you need? | When do you need them? (week/period/year) |
FUNDING PLAN HOW MUCH MONEY DO WE NEED & WHEN?
(What funding do we need and when do we need it? Understanding this will help us plan & allocate funds.)
Costs
| Which elements of the project will cost | How much do we expect to spend? | When do we expect to spend it? | When will we submit a CAPEX request? |
| Total: |
Income
| Which elements of the project deliver the benefit/income? | How much benefit / income do we expect? | When is it expected to come in? | When will we check the benefit has been received? |
| Total: | |||
| Total Net Benefit: |
RISKS WHAT DO WE NEED TO KEEP AN EYE ON?
(What could impact the success of the project? What unintended impacts could the project have?.)
| Risk | How likely is it to happen (probability) | What would the impact be? | What could/should we do to limit this? | Who should manage this risk? | What is the risk rating in the register? |
DEPENDENCIES
| What impacts this change? What does this change impact? | How critical is this dependency? (from minor to game-changer) e.g. data verification for member engagement? | Who owns the dependency? | Do they know about this change? |
