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PRINCE2 7th Edition Prepare the project plan. 

 February 19, 2024

By  Dave Litten

PRINCE2 7th Edition Prepare the project plan.

Before committing to significant expenditures on the project, the timescale, resources, and people requirements must be established. 

This information is held in the project plan and is needed so that the benefits management approach can be prepared and the project board can control the project.

Planning is not an activity that the project manager performs in isolation but should be done with the close involvement of the users and suppliers to co-create the project plan. 

It is often helpful to hold planning workshops to help identify all the required products, their details, and their dependencies.

Recommended actions for the project manager:

  • Confirm the delivery method (linear-sequential, iterative-incremental, hybrid) and assess its implications for planning.
  • Review the project brief to understand the scope and any planning requirements.
  • Review how PRINCE2 will be tailored for the project and included in the project initiation documentation and its implications for planning.
  • Seek lessons related to planning from similar previous projects, business, and external organizations. (Some of these may already have been captured in the project log.)
  • Review the project log for risks and issues associated with planning.
  • Identify any planning and control tools to be used by the project and document how they will be utilized in the project plan.
  • Choose the methods of estimating for the project’s plans.
  • Review the management approaches to understand the work’s resources, standards, methods, and costs.
  • Create a product breakdown structure for the project product and its major components, write product descriptions for these, and devise a product flow diagram (include them all in the project plan).
  • Identify the arrangements for the transition of the project product into operational use. (If the project product is likely to require maintenance when operational, then a plan for a suitable service agreement should be drawn up between the support group and the user; 

In such instances, it will be necessary to include any agreement as a product in the project plan.)

  • Consider whether the project product description needs to be updated (for example, if the understanding of the acceptance criteria has changed or been refined in the course of initiating the project).
  • Create or update the product register records in the project log for each product to be delivered by the plan.
  • Identify and confirm the people and resources required.
  • Confirm the selected people’s availability, acceptance of these roles, and commitment to executing them.
  • Identify the project controls’ activities, resources, people, and timings and include them in the plan.
  • Document and decide the format and presentation of the project plan, bearing in mind the audience for the plan and how it will be used (for example, it may be sufficient to use a product checklist for presenting the plan to the project board
  • Consult with project assurance to check that the proposed project plan meets the project board’s or business’s needs.
  • Update the project log if any new risks or issues are identified (or existing ones have changed)
  • Seek the project board’s approval for the project plan (although it may prefer to review it later as part of the project initiation documentation).

Dave Litten


Dave spent 25+ years as a senior project manager for UK and USA multinationals and has deep experience in project management. He now develops a wide range of Project Management Masterclasses, under the Projex Academy brand name. In addition, David runs project management training seminars across the world, and is a prolific writer on the many topics of project management.

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