ERP Implementation — Project Playbook
Everything you need to plan and run an erp implementation project: 34 ready-to-adapt deliverables, tailored to replacing or deploying an enterprise resource planning system across the whole organisation.
Project Charter
The short authorising document that names the sponsor, states the objective and gives the manager authority to run the project.
Business Case
The justification that weighs the costs, benefits and risks of doing the project.
Project Plan
The integrated document that defines how the project is executed, monitored and controlled.
Work Breakdown Structure
A deliverable-oriented decomposition of the whole scope into manageable work packages.
Project Schedule
The planned dates for performing activities and reaching milestones.
Gantt Chart
A bar-chart view of the schedule showing tasks, durations and dependencies.
Project Timeline
A high-level chronological view of the phases and key dates.
Project Roadmap
A strategic, outcome-oriented view of direction over time.
Project Budget
The approved, time-phased cost plan for the project.
Cost Estimate
A forecast of the money required to complete the work.
Risk Register
The living log of risks with scores, owners and responses.
RAID Log
A consolidated log of Risks, Assumptions, Issues and Dependencies.
RACI Matrix
A grid mapping tasks to who is Responsible, Accountable, Consulted and Informed.
Stakeholder Register
A record of stakeholders, their influence and how to engage them.
Communication Plan
Who gets what information, when, how and from whom.
Scope Statement
A definition of deliverables, boundaries and acceptance criteria.
Requirements Document
The documented needs the solution must meet.
Status Report
A periodic summary of progress, issues and next steps.
Project Dashboard
A visual summary of the project’s key metrics and status.
Change Log
A record of change requests and their decisions.
Issue Log
A register of problems that have occurred and need resolving.
Quality Plan
How quality will be planned, assured and controlled.
Test Plan
The approach, scope and schedule for testing the deliverables.
Resource Plan
The people and resources needed, when, and how they are allocated.
Procurement Plan
What will be bought, how and from whom.
Kickoff Meeting Agenda
The agenda that aligns the team and stakeholders at project start.
Lessons Learned
What went well and badly, captured to improve future projects.
Project Closure Report
The record that formally closes the project and confirms acceptance.
Project Checklist
A step-by-step checklist covering the project from start to finish.
Milestone Plan
The key checkpoints and target dates that mark progress.
Project Proposal
The document that pitches the project to decision-makers before it is approved.
Decision Log
A record of the key decisions made, by whom and why.
Assumptions Log
A register of the assumptions the plan depends on, to be validated.
Benefits Realisation Plan
How the project’s benefits will be measured and actually realised.
Build the plan
Use the templates, calculators and guides to turn these into working documents.
Templates Calculators Guides