Roadmap

(Project Name)

Date of Issue: dd/mm/yyyy

1 Project Title

1.1 Project Initiation

1.1.1 Project Charter

1.1.2 Success Framework

1.1.2.1 Select Project Resources

1.1.2.2 Project outputs

1.1.2.3 Critical Success Factors

1.1.2.4 Success Criteria

1 Project Delivery Template

Describe here what the project is, by way of an introduction. Outline briefly what this report contains e.g. “This document is the final report for (project name) and incorporates all amendments, scope changes and updates to the original project plan arising from the lessons learned. It also includes a post project analysis of the success criteria compared to expectations. It provides an overview of the project using plain and un-ambiguous terms, such that it can be used as a reference for stakeholders of future projects of a similar nature. It outlines the elements necessary to produce the product of the project.”

1.1 Project Initiation

Project Initiation kicks off the Project Life Cycle and leads the way to gain approval to begin the planning phase. Initiation starts the project by defining its objectives, scope, purpose, resource requirements and deliverables to be produced. Describe in this section a brief account of the current status that the project is replacing or complimenting (if any) and what benefits the project will bring. For example BPPM created this template to contribute to achieving more sucessful projects. Projects are normally undertaken to solve a particular issue.

Why Projects Fail

Unachievable Goals	Limited Market Research
Improper Budgeting	Immeasurable Benefits
Scope Creep	Poorly Defined Roles
Poor Project Planning	Lack of User Involvement
Weak Business Case	Lack of Management Support

BPPM developed this roadmap to guide you through the process for completing successful projects.

1.1.1 Project Charter

This Charter gives authority to commence project planning for (project name).

Goal

The over-riding Goal of (project name) is --- The purpose (breakdown of goal) is to (a) --- (b) --- etc.

Stakeholders (small projects may only have primary stakeholders)

The primary stakeholders are ….

The secondary project stakeholders are ….

The tertiary project stakeholders are ….

Budget

Outline the budget for the project and state what costs if any are excluded. For example are the costs of internal plant and machinery, heat power and light and use of equipment to be included? The budget may be “time in hours” rather that monetary values.

Funding

Outline how the project is to be funded.

Timescale

Give the planned completion date or the expected duration of the project.

Resources

Outline the amount and timeframes for the estimated resource requirements to be in place e.g. What resources will be required. When and for how long they will be required.

Project Roles

Briefly outline the roles of project human resources. (e.g. Project Team, Sponsor, Steering Group etc.)

Signed Date:

(Project sponsor)

1.1.2 Success Framework

“This stage commences officially following Project Charter Approval. The preparatory work for this stage is done while drawing up the charter for approval.

1.1.2.1 Select Project Resources

The business requirements are the specifications that describe the functions that the product is expected to provide. The identification and attainment of Project Resources is the first order of business meeting those requirements. Resource requirements are unique to every project but generally require a mix of internal and external Human, Capital and Financial Resources. Outline here or in an appendix the selection process for resources e.g. project team, contractors, request for proposal, and business case for funding. You may wish to outline the timeframe of contracts as some resources may be coming on to the project earlier than others.