Plans

PRINCE2® is a registered trade mark of AXELOS Limited. Used under permission of AXELOS Limited. All rights reserved.
Based on AXELOS PRINCE2® material. Material is reproduces under licence from AXELOS. All rights reserved.
Purpose and definition

• The purpose of the Plans theme is to facilitate communication and

control by defining the means of delivering the products (the where and
how, by whom, and estimating then when and how much)*.

• A PRINCE2® plan is more comprehensive than a schedule. It

describes how, when and by whom a specific target(s) is to be
achieved. (including the project's products, timescales, costs, quality and benefits)
• A plan requires approval and commitment from relevant levels of the
project management team.

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The relationship between the plans

Copyright © AXELOS Limited 2017. Reproduced under licence from AXELOS. All rights reserved. (Figure 9.1 Managing Successful Projects with PRINCE2® version 1 p. 99)

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PRINCE2® plans
• Project Plan *
• A high level plan showing:
• the major products of the project
• when they will be delivered
• cost

• Stage plan
• A detailed plan used as the basis for project management control throughout a management stage

• Exception plan
• A plan that often follows an exception report. Replaces the project- or stage plan in exception.

• Team plan
• An optional level of plan used as the basis for team management control when executing work
packaged. If the team plan is left out, the work packaged is the plan for this level.
• Work packaged is a set of information relevant to the creation of one or more products.

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PRINCE2’s approach to planning

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Designing a plan

• Designing the project plan includes decision about the number of management
stages in the project

• The number of management stages is flexible and depends on the scale, duration
and risk of the project.

• Defining the length of management stages is about judging the planning horizon
which means balancing how far ahead and how detailed it’s possible to plan.

• The length of a management stage is also defined from the amount of risks and key
decisions needed in the project.

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Stage Breakdown

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Product-based Planning

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Product breakdown structure - Hierarchical

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Product Description

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Copyright © AXELOS Limited 2017. Reproduced under licence from AXELOS. All rights reserved. (Figure D.3 Managing Successful Projects with PRINCE2® version 1 p. 355)
Product Flow Diagram

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Copyright © AXELOS Limited 2017. Reproduced under licence from AXELOS. All rights reserved. (Figure D.4 Managing Successful Projects with PRINCE2® version 1 p. 356)
Tailoring the Plans theme

• Minimum requirements;
• Ensure that plans enable the business case (supports “continues business justification” principle)

• Have at least two management stages (supports “manage by stages” principle)

• Produce a project plan for the whole project and a stage pal for each stage (supports “manage by
stages” principle)

• Use product based planning (supports “focus on products” principle)

• As part of any programme, the project's planning activities must ensure that the
programme standards and tools are actually used by the project. All dependencies to or
from a project should be incorporated in the project plans.
• The number and duration of management stages will also be dependent on the programme
plan
• In an agile environment the product-based planning can be easily applied and the project
can use agile delivery approaches.
• In a commercial environment, ensure that contracts includes an option for all parties to
discontinue the process.

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Quality

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Based on AXELOS PRINCE2® material. Material is reproduces under licence from AXELOS. All rights reserved.
Purpose and definition

• The purpose of the quality theme is to define and implement the

means by which the project will create and verify products that are fit
for purpose*.
• Quality is about ensuring that the project's products meet business
expectations and enable the desired benefits to be achieved
subsequently

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Key Definitions

• Quality management
Defined as coordinated activities to direct and control an organization
with regards to quality*. A quality management system is the
complete set of quality standards, procedures and responsibilities in
an organization.

• Quality planning
Defines the project’s products with their respective quality criteria,
quality methods and quality responsibilities of those involved*.

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Key Definitions

• Customer’s quality expectations

A statement about the quality expected from the project product.
Defined and agreed early in Starting up a Project, subsequently
refined in order to be included in the project product description

• Acceptance criteria
A prioritized list of measurable criteria's that product needs to meet.
These needs to be acceptable to key stakeholders.

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Key Definitions

• Quality control
Focuses on the operational techniques and activities used by those
involved in the project to determine if products fulfil the quality
criteria’s and to identify ways to eliminate the causes of unsatisfactory
performance.

• Quality criteria
A description of the quality specification that the product must meet,
and the quality measurements that will be applæied bo those
inspecting the finished product*.

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The quality audit trail

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Relationship between Project assurance and
Quality assurance
• Project assurance
An appointed role in the Project management team. Assures that the project is being
conducted correctly as described in the 4 project approaches. Makes assurance within
the project.

• Quality assurance
Provides a check that the project management is adequate for the quality standards
and policies described in the overall quality management system in the general
organization.

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The quality management approach

• The quality management approach is prepared during the initiating a

project process and is approved subsequently by the Project board.
• The quality management approach describes how quality standards
applied, procedures, techniques and tools that will be used.
• The quality management approach will define how and when the
quality register is reviewed and updated*.
• Key quality responsibilities, both within and outside the project
management team, should be defined, including a summary of the
approach to Project assurance.

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PRINCE2® quality review technique

• The objective is to assess the conformity of a product against the

criteria’s described in the product description.
• It is also to involve key stakeholders to detect whether the product
meets the customers quality expectations

• In general terms, the technique comprises:

1) Review preparation
2) Review meeting agenda
3) Review follow-up

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Roles in the Quality Review Technique

• Chair
• responsible for the overall conduct of the review.
• Presenter
• This role presents the product for review and represents the producer(s) of
the product. The presenter also coordinates and tracks the work after the
review, i.e. applying the changes to the product agreed by the team.
• Reviewer
• reviews the product, submits questions and confirms corrections and/or
improvements
• Administrator
• provides administrative support for the chair and records the result and
actions.

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Tailoring the quality theme

• Minimun requirements;
• Define quality management approach with approach to quality control,
project assurance, communication, roles and responsibilities (supports
“defined roles and responsibilities principle)

• The project's quality management approach will be based on the

programme's quality management approach. Quality assurance and
quality control activities will possibly be carried out by the programme
organization.

• In commercial environments, the quality management approach must

define whether the project must follow the customer's or the supplier's
quality management approach, or a combination of the two.

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