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

Planning Process Group

PMBOK Process Groups


  • Develop Project Management Plan
  • Plan Scope Management
  • Collect Requirements
  • Define Scope
  • Create Work Breakdown Structure
  • Plan Schedule Management
  • Define Activities
  • Sequence Activities
  • Estimate Activity Resources
  • Estimate Activity Durations
  • Develop Schedule
  • Plan Cost Management
  • Estimate Costs
  • Determine Budget
  • Plan Quality Management
  • Plan Human Resource Management
  • Plan Communications Management
  • Plan Risk Management
  • Identify Risks
  • Perform Qualitative Risk Analysis
  • Perform Quantitative Risk Analysis
  • Plan Risk Responses
  • Plan Procurement Management
  • Plan Stakeholder Management
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
Maintenance Planning Guidelines and Plan Outline
Creating a Manufacturing Plan for New Product
Planning and Managing Multiple Small Projects
Software Release Life Cycle - Phase 3: Planning and Negotiation
Collaborative Milestone-Driven Planning Process
Project Plan Example - Small Project
Micro-Project Plan Template and Example
New Product Business Plan
Marketing Plan
Integration Plan
Training Plan - High Level
Projectized Holiday Gift Shopping
Discontinuance End-of-Life Planning
Development Project Plan
IT Project Plan Document
Project Training Plan
User Documentation Plan
Milestone Table with Driver Tasks
Software Release Life Cycle - Phase 4: Release Plan Refinement
Generic Project Plan Document
Plan Development: Create the Project Plan Document
Software Project Plan
Related Guidelines


Plan Scope Management


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


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


Create Work Breakdown Structure


Plan Schedule Management


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


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


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


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


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


Plan Cost Management


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


Determine Budget
Project Budgets


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


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


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


Plan Risk Management



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


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


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


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


Plan Procurement Management
Deciding Whether to Outsource Work on a Project


Plan Stakeholder Management





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