The "Project Management Executive Summary Template" is a comprehensive workflow for project planning, drafting, approval, distribution and archival.
1
Identify the purpose of the project
2
Determine the scope of the project
3
Define project objectives and deliverables
4
Identify the project's stakeholders
5
Analyze potential risks and challenges
6
Outline the project's resources and budget
7
Develop the project's timeline and key milestones
8
Create a summary of project's management approach
9
Approval: Project Manager for the initial project outline
10
Prepare draft of Project Management Executive Summary
11
Review and refine the draft based on feedback
12
Approval: Project Sponsor for the refined draft
13
Finalize the Project Management Executive Summary
14
Approval: CEO for the final Executive Summary
15
Share the Executive Summary with relevant stakeholders
16
Obtain feedback and comments from stakeholders
17
Revise the Executive Summary based on received feedback
18
Approval: Board of Directors for the revised Executive Summary
19
Distribute the final version of the Project Management Executive Summary
20
File and archive the Executive Summary for future reference
Identify the purpose of the project
This task aims to determine the main objective or goal of the project. It provides clarity on what the project is intended to achieve and sets the direction for all subsequent actions. Consider the problem or opportunity that the project aims to address and outline the desired outcomes. Identify the key stakeholders who will be impacted by the project and how their needs align with the project purpose.
1
Customers
2
Employees
3
Shareholders
4
Government
5
Suppliers
Determine the scope of the project
Defining the project scope is essential to clearly identify the boundaries and extent of the work involved. This task helps determine what is included within the project and what is not. Consider the deliverables, functionalities, and limitations. Identify any constraints or dependencies that may impact the scope.
1
Product Design
2
Software Development
3
Testing
4
Implementation
Define project objectives and deliverables
In this task, define the specific objectives and measurable outcomes of the project. Clearly articulate what needs to be accomplished and how success will be measured. Break down the objectives into smaller deliverables or milestones to track progress and ensure alignment with the project purpose and scope.
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Milestone 1
2
Milestone 2
3
Milestone 3
4
Final Product
Identify the project's stakeholders
Stakeholders play a crucial role in the success of a project. This task involves identifying the individuals, groups, or organizations that have an interest or influence over the project. Consider both internal and external stakeholders, and categorize them based on their level of impact or significance. Identify the specific roles or responsibilities of each stakeholder.
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Internal
2
External
1
Project Sponsor
2
Project Team
3
End Users
4
Management
5
Regulatory Bodies
Analyze potential risks and challenges
Identifying and analyzing risks and challenges is crucial for effective project management. This task involves assessing the potential threats, obstacles, or uncertainties that may impact the project's success. Consider both internal and external factors that could create delays, increase costs, or hinder progress. Develop mitigation strategies to address and minimize these risks.
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Low
2
Medium
3
High
4
Critical
Outline the project's resources and budget
This task involves identifying and outlining the necessary resources and budget required to execute the project. Consider human resources, equipment, technology, and financial resources. Estimate the budget based on the project's scope and deliverables. Outline the resource allocation plan and determine if additional resources are needed.
1
Human Resources
2
Technology
3
Equipment
Develop the project's timeline and key milestones
Creating a timeline and defining key milestones is crucial for project planning and monitoring progress. This task involves developing a detailed schedule that outlines the start and end dates of each phase or activity. Determine the critical path and dependencies. Identify key milestones for each phase or deliverable to track progress and ensure timely completion.
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Phase 1 Completion
2
Phase 2 Completion
3
Project Review
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Yes
2
No
Create a summary of project's management approach
This task involves summarizing the project's management approach, including the chosen methodology or framework, communication channels, decision-making processes, and project governance structure. Provide an overview of how the project will be managed to ensure effective coordination, collaboration, and accountability.
1
Email
2
Meetings
3
Project Management Software
Approval: Project Manager for the initial project outline
Will be submitted for approval:
Identify the purpose of the project
Will be submitted
Determine the scope of the project
Will be submitted
Define project objectives and deliverables
Will be submitted
Identify the project's stakeholders
Will be submitted
Analyze potential risks and challenges
Will be submitted
Outline the project's resources and budget
Will be submitted
Develop the project's timeline and key milestones
Will be submitted
Create a summary of project's management approach
Will be submitted
Prepare draft of Project Management Executive Summary
This task focuses on drafting the Project Management Executive Summary. Summarize the key aspects of the project, including the purpose, scope, objectives, stakeholders, risks, resources, timeline, and management approach. Write in a clear and concise manner, highlighting the most important information.
Review and refine the draft based on feedback
Feedback is valuable for improving the quality and effectiveness of the Project Management Executive Summary. Share the draft with relevant stakeholders and request their input and suggestions. Incorporate the feedback into the draft, making necessary revisions and refinements. Strive for clarity, coherence, and alignment with the project's goals and objectives.
Approval: Project Sponsor for the refined draft
Will be submitted for approval:
Prepare draft of Project Management Executive Summary
Will be submitted
Review and refine the draft based on feedback
Will be submitted
Finalize the Project Management Executive Summary
This task involves finalizing the Project Management Executive Summary after incorporating all the feedback and making the necessary refinements. Ensure that the summary accurately represents the project's key aspects in a concise and compelling manner. Review for grammar, spelling, and logical flow. Seek final approval from key stakeholders before proceeding to the next steps.
Approval: CEO for the final Executive Summary
Will be submitted for approval:
Finalize the Project Management Executive Summary
Will be submitted
Share the Executive Summary with relevant stakeholders
The Project Management Executive Summary is a key document that needs to be shared with relevant stakeholders. This task involves distributing the summary to stakeholders, ensuring they receive the necessary information about the project's purpose, objectives, and key elements. Consider the most appropriate communication channels for sharing the summary.
1
Customers
2
Employees
3
Shareholders
4
Government
5
Suppliers
Obtain feedback and comments from stakeholders
Collecting feedback and comments from stakeholders is essential for evaluating their understanding and satisfaction with the Project Management Executive Summary. This task involves seeking input and suggestions from stakeholders on the clarity, completeness, and alignment of the summary with their expectations. Consider conducting meetings or surveys to gather feedback.
1
Customers
2
Employees
3
Shareholders
4
Government
5
Suppliers
Revise the Executive Summary based on received feedback
Based on the feedback and comments received from stakeholders, revise the Project Management Executive Summary as necessary. Incorporate the suggested improvements, clarifications, or additions into the summary. Ensure that the revised version addresses any concerns or issues raised by the stakeholders.
Approval: Board of Directors for the revised Executive Summary
Distribute the final version of the Project Management Executive Summary
This task involves sharing the final version of the Project Management Executive Summary with all relevant stakeholders. Ensure that the revised summary accurately reflects the project's purpose, objectives, and key elements. Use appropriate communication channels to distribute the final summary effectively.
1
Customers
2
Employees
3
Shareholders
4
Government
5
Suppliers
File and archive the Executive Summary for future reference
Archiving the Project Management Executive Summary is important for future reference and auditing purposes. This task involves securely storing the final version of the summary for easy retrieval and access. Consider using a designated project management system or document repository to ensure the summary is readily available whenever needed.