Management Plan

Definition

The management plan is the management work product that documents the top-level plans for managing an endeavor or center.

Objectives

The typical objectives of the management plan is to formally document plans for performing the following management tasks:

• Communications Management
• Scope Management
• Cost Management
• Schedule Management
• Resource Management
• RelationshipManagement

Benefits

The management plan typically has the following benefits:

• The existance of a management plan increases the probability that the endeavor will be properly managed.
• The existance of a management plan minimizes risk due to inadequate planning.

Contents

The management plan typically has the following contents:

• Description (Endeavor or Center)
• Management Tasks:
  • Communications Management
  • Scope Management
  • Cost Management
  • Schedule Management
  • Resource Management
  • RelationshipManagement
• By Reference (rather than inclusion):
  • Organization Chart
  • Work Breakdown Structure
  • Master Schedule
  • Risk Management Plan
  • Process Description Document
• Appendices:
  • Major Issues
  • TBDs
  • Assumptions

Stakeholders

The management plan typically has the following stakeholders:

• Producer:
  • Management Team:
    • Contact Center Management Team
    • Data Center Management Team
    • Program Management Team
    • Program Management Team
    • Project Management Team
    • Reuse Center Management Team
• Evaluators:
  • Management Inspection Team
  • Customer Representative, Subcontractor Representative, or Vendor Representative
• Approvers:
  • Management Team:
    • Contact Center Management Team
    • Data Center Management Team
    • Program Management Team
    • Program Management Team
    • Project Management Team
    • Reuse Center Management Team
  • Technical Leader
  • Customer Representative, Subcontractor Representative, or Vendor Representative
• Maintainers:
  • Project Management Team
• Users:
  • Project Management Team
  • Project Team
  • Customer Organization

Phases

The management plan is typically produced and maintained during the following phases:

• Business Strategy: Completed
• Business Optimization: Completed
• Initiation: Completed
• Construction: Completed
• Delivery: Completed
• Usage: Maintained
• Retirement: Archived

Preconditions

The management plan can typically be started if the following preconditions hold:

• The endeavor has started.
• Initial versions of the contract, statement of work, and Mission Statement exist.
• The management team is properly staffed and trained in the management planning task.

Inputs

The management plan typically has the following inputs:

• Work Products:
  • Contract
  • Statement of Work
  • Mission Statement
• Stakeholders:
  • Technical Leader
  • Process Team
  • Customer Representative

Guidelines

• Those who fail to plan should plan to fail.
• Half of the value of plans is in the process one goes through to produce them.
• Planning can occur during any phase.
• Plans must be regularly maintained because they will otherwise quickly go obsolete.
• To minimize maintenance costs, the volatile organization chart, project schedule, and work breakdown structure are developed and maintained as separate documents.
• The management plan has traditionally gone by numerous other names:
  • Project plan, which is too restrictive. What about management plans for programs of related projects?
  • Software development plan (SDP), which is too also too restrictive. What about plans for the reengineering of businesses, the development of systems, or the development of reusable intellectual property. The term system development plan is also too restrictive for the same reasons.
  • The previous terms are also too general, because they imply the inclusion of planning information that is often best relegated to separated planning documents.
• Use the procedure in the associated work flow to produce this work product.
• If you tailor this work product, then tailor its associated standard, template, and inspection checklist.

Conventions

Management plans are typically constrained by the following conventions:

• Work Flow
• Content and Format Standard
• MS Word Template
• XML Template
• Inspection Checklist

Examples

• Example Management Plan