When you need it
Prepare this integrated plan when a project needs one agreed account of its management approach, governance, controlled baselines, supporting plans, information arrangements, change process, and transition or closure strategy.
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Project Management Plan
Integrate the project baselines, management plans and governance for coordinated delivery and control.
How to use this templateThis Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.
Learning
How to use this template
What it helps you decide
It connects the project's separate management disciplines into a coherent delivery approach, allowing participants to understand how decisions, assumptions, baselines, and assurance interact rather than following plans that contradict each other.
How to complete it
- Set Project management approach and Governance and decision rights, then identify Controlled project baselines and Integrated planning assumptions from the current approved project records.
- Link Supporting management plans with Performance and information management, checking that reporting, responsibilities, and decision routes are consistent across the referenced planning documents.
- Describe Integrated change and assurance and Transition, closure and plan maintenance so the management approach remains usable as project stages, baselines, and responsibilities change.
Who prepares and reviews it
The project manager usually coordinates the plan with discipline leads, controls, commercial, quality, operations, and sponsor representatives. The designated governance authority approves it, while supporting-plan owners confirm that cross-references and responsibilities reflect actual arrangements.
A mistake to avoid
Compiling unchanged specialist plans without resolving contradictory assumptions or decision rights produces a large document that still fails to explain how the project will operate.
Illustrative example
Illustrative example: a district-heating project has separate design, procurement, and construction plans. The integrated plan reveals conflicting approval routes for equipment changes and resolves the governance interface. Teams then use one agreed decision pathway while retaining the specialist controls needed for each delivery discipline.
Document contents
- Project management approach
- Governance and decision rights
- Controlled project baselines
- Integrated planning assumptions
- Supporting management plans
- Performance and information management
- Integrated change and assurance
- Transition, closure and plan maintenance
Required inputs
- Project name, location, company, document number and revision
- Actual project scope, source records and responsible roles
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief