Project Planning Template - Capital IT Solutions

Project Procedure

Project Scope

Objective

Clearly outline what the customer wants to achieve including timing. This is the discovery stage and will form the foundation of the project

Deliverables

Specify what success looks like for the customer.

Key Milestones

Identify any critical milestones or deadlines provided by the customer.

Resource Requirements

Technical Resources (CapitalIT)

Ensure all technical resources are thoroughly briefed, and clear timelines are set for each stage of the deployment.

External Partners

Include any external software providers, service technicians, or specialized consultants.

List Access & Credentials

Ensure all necessary passwords, access credentials, and account information are collected before project commencement.

Include: Administrative credentials for servers, applications, and network devices. API keys or integration details, if applicable. Cloud or SaaS platform access.

Confirm Validity and Access Tested

Verified & Tested

Add Remove

Hardware & Logistics

List all required hardware that needs to be ordered and on-site before the project begins.

Consider unique requirements for the deployment and ensure spares of critical cables, adaptors, or other components are available.

Confirm all hardware is available.

Yes

Confirm all stakeholders are aligned with the project schedule

Yes

Risk Assessment

Identify potential risks or challenges that may impact project success

Mitigation strategies for items above.

Communication Plan

Define how and when updates will be shared with the customer

Set expectations for regular progress reporting, including meeting frequency and methods (email, calls, reports)

Approval

Add any items the customer will need to approve.

approval from the customer on the project scope, timelines, and resources.

Signature

Clear

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