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Project Management Templates > Templates by PMBOK® Guide Process Groups > Planning Process Group

Planning Process Group

PMBOK Process Groups


  • Develop Project Management Plan
  • Collect Requirements
  • Define Scope
  • Create Work Breakdown Structure
  • Define Activities
  • Sequence Activities
  • Estimate Activity Resources
  • Estimate Activity Durations
  • Develop Schedule
  • Estimate Costs
  • Determine Budget
  • Plan Quality
  • Develop Human Resource Plan
  • Plan Communications
  • Plan Risk Management
  • Identify Risks
  • Perform Qualitative Risk Analysis
  • Perform Quantitative Risk Analysis
  • Plan Risk Responses
  • Plan Procurements
Purpose: Resources for project scope definition and planning, and related activities necessary to estimate, budget and plan for project execution. Planning approaches can be used iteratively as necessary for the particular project.



Develop Project Management Plan
Project Manager/Team Leader Description - Roles & Responsibilities
Planning and Managing Multiple Small Projects
Software Project Plan
Development Project Plan
Discontinuance End-of-Life Planning
Plan Development: Create the Project Plan Document
Generic Project Plan Document
Software Release Life Cycle - Phase 4: Release Plan Refinement
Projectized Holiday Gift Shopping
Training Plan - High Level
Integration Plan
Marketing Plan
Creating a Manufacturing Plan for New Product
Milestone Table with Driver Tasks
New Product Business Plan
Maintenance Planning Guidelines and Plan Outline
User Documentation Plan
Collaborative Milestone-Driven Planning Process
Micro-Project Plan Template and Example
Project Plan Example - Small Project
Software Release Life Cycle - Phase 3: Planning and Negotiation
Related Guidelines


Collect Requirements
Technique Brief - Context Diagrams
Business Process Modeling Technique Brief
Business Data Dictionary Template
Project Training Plan
Software Requirements Capture Guideline
Software Requirements Specification
IT Project Plan Document
Guideline: Conducting a Gap Analysis
Root Cause Analysis Checklist
Software Release Life Cycle - Phase 1: Preliminary Requirements Gathering
Marketing Requirements Document
Interface Protocol Document
SWOT Analysis
Business Rules Management Guideline
Requirements Workshop Planning Guide
Requirements Interview Checklist
Business Requirements Document
Use Case Specification


Define Scope
Product Definition - Critical Success Factors
Project Definition - Deliverables
Product Requirements Specification
Cost Benefits Analysis
Recommendation Template
Software Release Life Cycle - Phase 2: Scope Definition
Training Needs Assessment Guidelines
Project Definition - Statement of Work


Create Work Breakdown Structure
WBS and Project Schedule for New Business Planning
WBS and Project Schedule for Trade Show Planning
User Manual Planning WBS and Schedule
Home Construction WBS and Schedule
Commercial Construction WBS and Draft Schedule
WBS for Large Network Software Project
WBS for Electromechanical Systems Project
MS Project Template for IT Software Development Project
WBS & Gantt for 802.11 Master Development Schedule
WBS and Project Schedule for Office Relocation
WBS & Gantt for USB Development Schedule
Department- and Project-Level WBS Example
WBS Example: Planning a Holiday Dinner


Define Activities
Association High-Level Plan for PM Training Program
Plan Development – Identify Tasks and Create Schedule


Sequence Activities
Plan Development – Identify Tasks and Create Schedule
Plan Development – Identify Dependencies


Estimate Activity Resources
Deciding Whether to Outsource Work on a Project
Responsibility Allocation Matrix
Plan Development – Assign Resources


Estimate Activity Durations
Estimating Process and Methods
Pete's Estimating Laws


Develop Schedule
Resource Leveling using Microsoft Project
Plan Development – Identify Tasks and Create Schedule
Projectized Holiday Gift Shopping
Scheduling Checklist
Spiral/Iterative Project Phase Approach
Introduction to Software Release Trains
Plan Development: Optimizing Project Plan Tradeoffs
Plan Development: Project Schedule and Critical Path


Estimate Costs
Estimating Process and Methods
Project Budgets
Plan Development – Estimate Work and Costs
Pete's Estimating Laws


Determine Budget
Project Budgets


Plan Quality
Software Bug Fix WBS
Project Test Plan
Software Unit Test Plan and Report Guidelines
Software Release Life Cycle Phase 8: Internal Testing (Alpha)
Beta Test Plan
Project Overview Test Plan
Software Quality Release Criteria
Tools and Equipment List
User Acceptance Test Plan (IT)
System Test Plan
Medical Product Risk Management Process


Develop Human Resource Plan
Deciding Whether to Outsource Work on a Project
Software Release Team Member Glossary


Plan Communications
Stakeholder Analysis Summary Table
Project Stakeholder/Influencer Assessment and Communication Plan
Review Meeting Planning Worksheet
Project Escalation Process Guidelines
Communication Plan: Status, Meetings, Info Access, and Reviews


Plan Risk Management



Identify Risks
User Impact Assessment (IT)
IT Process and Staff Impact Assessment
Product and Project Risk Assessment and Mitigation Tables
Project Risk Checklist
Tools and Equipment List
Impact Analysis


Perform Qualitative Risk Analysis
Project Risk/Opportunity Assessment Models
System Hazard Analysis Method


Perform Quantitative Risk Analysis
Calculating Expected Monetary Value (EMV) of Risks
System Hazard Analysis Method


Plan Risk Responses
Special Event Safety Plan
Risk Management Plan Outline
Project Alternatives Tradeoff Table
Risk Strategy Selection Matrix
Risk Management Process


Plan Procurements
Deciding Whether to Outsource Work on a Project





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