[Agency/Clinic] Project Plan

Project Name:

Date:

Project Plan Manager:

Project Duration:

Project Goals and Objectives:

· What is the focus of this project?

· Why are we doing it?

· Who will this project impact?

· What do we hope to achieve?

Scope – Project Activities:

· Project Deliverables

o What is our current process in this area?

o What quantitative benchmark goals will tell us we have achieved the change we wish to make?

o How do we need to change our process in order to meet our benchmark goals?

§ How much time (realistically) will it take for us to make this change and meet our goal?

o What quantitative milestones along the way will indicate that we are making progress towards our goals?

o How can we test/prototype this change in a short period of time to meet our milestones?

§ What is our timeline for implementing this prototype?

§ If we don’t meet our milestones, what is our contingency plan?

§ If we do meet our milestones, how will we implement on a broader scale?

• Assumptions

o What assumptions are we making that we will need to address before we can start our project plan?

o What information can we learn as we implement, and what information is critical to research/understand first?

• Communication Plan

o Who will we need to buy into this plan?

o How will we communicate with them? (e.g. establishing regular meetings with top management, town halls, staff meetings, regular emails, special presentations by top management to staff)

Resources:

• People

o Team Members

§ Who is the Project Sponsor?

§ Who is the Project Manager?

§ What subject matter experts do we need? (e.g. Finance, IT support, data analysis/results communication)

§ Who do we need to report to?

o Stakeholders

§ Who is impacted?

§ Who is interested?

• Money

o Are there cost constraints?

• Supplies and Materials

• Project Documentation

• Data Analysis & Results Communication Needs

• Technical Supports

Approvals:

Project Sponsor: Project Leader:

Signature Date: Signature Date:

Revision History: