Q U I C K S TA R T S T E P S

Quickstart Guide
CONTACT
1 Define a Project Governance and create a Business Case
Define the Project Steering Committee (PSC) The purpose of this leaflet is to help you get started DIGIT B1 - Advisory Services
P rovide the justification for the project, capture the business with applying PM2 .
requirements and establish its budgetary constraints EC-PM2@ec.europa.eu

Q U I C K S TA R T G U I D E
Business Case Naturally, you will want to start by learning more Tel: 88818
2 Identify Stakeholders and create the Project Charter about the PM2 Methodology and review the available
Define the project scope documentation. Keep in mind, however, that you do
Identify those Stakeholders who should contribute to the
Project Charter not have to become an expert before you can start
C apture and document the hight-level requirements,
applying the basics of PM2 to your projects. All you
assumptions and constraints

Checklist &
D ecide on a project approach and estimate required need is a brief introduction to PM2 and then you can
resources, costs and timing
continue by following the 7 Quickstart steps. WEBLINKS
Project Charter
PM Methodology wiki (EU staff):
Quickstart Tips
2
3 Setup the Project Logs
Setup the Risk Log, Issue Log, Decision Log and the Change https://webgate.ec.europa.eu/fpfis/wikis/display/PM2
Log. These logs will be used to document the management Q U I C K S TA R T R E S O U R C E S
of Risks, Issues, Decisions and project Changes PM2 Methodology - Open Edition wiki (EU Login required)
The PM Guide (PDF)
2
Issue Log, Risk Log, Decision Log, Change Log
The guide documents the PM 2 Project Management
https://webgate.ec.europa.eu/fpfis/wikis/display/openPM2
4 Start the Project Planning with a Meeting Methodology. It has been kept as light as possible while still
Invite all necessary participants to the planning meeting ensuring that it provides adequate information to help you PM2 Methodology - Open Edition website
G o over the Project Charter and ensure a common both understand and use PM 2 effectively. You can download http://europa.eu/PM2
understanding the pdf version of the guide from the PM 2 website or the EU
Communicate the next steps for the planning phase Bookshop.
Open PM2 Community on Join-up
Planning Kick-off Meeting
https://joinup.ec.europa.eu/community/opm2/
5 Tailor the Project Management approach PM 2 Website and PM 2 Wiki
D ecide which planning documents to use and how they The PM 2 website details the PM 2 approach and provides one
should be tailored central place for PM 2 information (e.g. PM 2 Workflow Model,
D efine rules, assign team responsibilities and define a Artefact information, Guidelines, Templates, Tools, etc.).
conflict resolution process
Project Handbook
PM 2 Training & Certification
6 Develop a Communications Management Plan Follow the PM 2 Project Management Trainings and get PM 2
Identify all information requirements for the effective Certified (currently available only to EU Staff). Find out more
management of the project on the PM 2 wiki.
D ecide on the strategy, goals, frequency and format of the
communication activities
Communication Plan PM 2 Support
Join the Open PM 2 Community on Join-up and stay informed.
7 Create the Project Work Plan Discuss specific project management issues, ask questions Contents 1 PM2 Artefacts Checklist
B reak down the work that needs to be done in smaller and and share experiences:
more manageable pieces (Work Breakdown) Ask more experienced PM 2 Practitioners. 2 PM2 Quickstart Guide
Estimate the effort and cost for each piece of work Learn about PM 2, the PM 2 artefacts and processes.
Receive support to help you start using PM 2.
3 Resources and Weblinks
C reate a work schedule (identify dependencies, assign
resources and dates) Receive guidance in rolling out PM 2 in your Organisation.

Project Work Plan

V 2.1.7

b
 Q U I C K S TA R T S T E P S
Quickstart Guide
CONTACT
1 Define a Project Governance and create a Business Case
Define the Project Steering Committee (PSC) The purpose of this leaflet is to help you get started DIGIT B1 - Advisory Services
P rovide the justification for the project, capture the business with applying PM2 .
requirements and establish its budgetary constraints EC-PM2@ec.europa.eu

Q U I C K S TA R T G U I D E
Business Case Naturally, you will want to start by learning more Tel: 88818
2 Identify Stakeholders and create the Project Charter about the PM2 Methodology and review the available
Define the project scope documentation. Keep in mind, however, that you do
Identify
 those Stakeholders who should contribute to the
Project Charter not have to become an expert before you can start
C  apture and document the hight-level requirements,
applying the basics of PM2 to your projects. All you
assumptions and constraints

Checklist &
D ecide on a project approach and estimate required need is a brief introduction to PM2 and then you can
resources, costs and timing
continue by following the 7 Quickstart steps. WEBLINKS
Project Charter
PM Methodology wiki (EU staff):
Quickstart Tips
2
3 Setup the Project Logs
Setup the Risk Log, Issue Log, Decision Log and the Change https://webgate.ec.europa.eu/fpfis/wikis/display/PM2
Log. These logs will be used to document the management Q U I C K S TA R T R E S O U R C E S
of Risks, Issues, Decisions and project Changes PM2 Methodology - Open Edition wiki (EU Login required)
The PM Guide (PDF)
2
Issue Log, Risk Log, Decision Log, Change Log
The guide documents the PM 2 Project Management
https://webgate.ec.europa.eu/fpfis/wikis/display/openPM2
4 Start the Project Planning with a Meeting Methodology. It has been kept as light as possible while still
Invite all necessary participants to the planning meeting ensuring that it provides adequate information to help you PM2 Methodology - Open Edition website
G o over the Project Charter and ensure a common both understand and use PM 2 effectively. You can download http://europa.eu/PM2
understanding the pdf version of the guide from the PM 2 website or the EU
Communicate the next steps for the planning phase Bookshop.
Open PM2 Community on Join-up
Planning Kick-off Meeting
https://joinup.ec.europa.eu/community/opm2/
5 Tailor the Project Management approach PM 2 Website and PM 2 Wiki
D ecide which planning documents to use and how they The PM 2 website details the PM 2 approach and provides one
should be tailored central place for PM 2 information (e.g. PM 2 Workflow Model,
D efine rules, assign team responsibilities and define a Artefact information, Guidelines, Templates, Tools, etc.).
conflict resolution process
Project Handbook
PM 2 Training & Certification
6 Develop a Communications Management Plan Follow the PM 2 Project Management Trainings and get PM 2
Identify all information requirements for the effective Certified (currently available only to EU Staff). Find out more
management of the project on the PM 2 wiki.
D ecide on the strategy, goals, frequency and format of the
communication activities
Communication Plan PM 2 Support
Join the Open PM 2 Community on Join-up and stay informed.
7 Create the Project Work Plan Discuss specific project management issues, ask questions Contents 1 PM2 Artefacts Checklist
B reak down the work that needs to be done in smaller and and share experiences:
more manageable pieces (Work Breakdown) Ask more experienced PM 2 Practitioners. 2 PM2 Quickstart Guide
Estimate the effort and cost for each piece of work Learn about PM 2, the PM 2 artefacts and processes.
Receive support to help you start using PM 2.
3 Resources and Weblinks
C  reate a work schedule (identify dependencies, assign
resources and dates) Receive guidance in rolling out PM 2 in your Organisation.

Project Work Plan

V 2.1.7

b
 Q U I C K S TA R T S T E P S
Quickstart Guide
CONTACT
1 Define a Project Governance and create a Business Case
Define the Project Steering Committee (PSC) The purpose of this leaflet is to help you get started DIGIT B1 - Advisory Services
P rovide the justification for the project, capture the business with applying PM2 .
requirements and establish its budgetary constraints EC-PM2@ec.europa.eu

Q U I C K S TA R T G U I D E
Business Case Naturally, you will want to start by learning more Tel: 88818
2 Identify Stakeholders and create the Project Charter about the PM2 Methodology and review the available
Define the project scope documentation. Keep in mind, however, that you do
Identify
 those Stakeholders who should contribute to the
Project Charter not have to become an expert before you can start
C  apture and document the hight-level requirements,
applying the basics of PM2 to your projects. All you
assumptions and constraints

Checklist &
D ecide on a project approach and estimate required need is a brief introduction to PM2 and then you can
resources, costs and timing
continue by following the 7 Quickstart steps. WEBLINKS
Project Charter
PM Methodology wiki (EU staff):
Quickstart Tips
2
3 Setup the Project Logs
Setup the Risk Log, Issue Log, Decision Log and the Change https://webgate.ec.europa.eu/fpfis/wikis/display/PM2
Log. These logs will be used to document the management Q U I C K S TA R T R E S O U R C E S
of Risks, Issues, Decisions and project Changes PM2 Methodology - Open Edition wiki (EU Login required)
The PM Guide (PDF)
2
Issue Log, Risk Log, Decision Log, Change Log
The guide documents the PM 2 Project Management
https://webgate.ec.europa.eu/fpfis/wikis/display/openPM2
4 Start the Project Planning with a Meeting Methodology. It has been kept as light as possible while still
Invite all necessary participants to the planning meeting ensuring that it provides adequate information to help you PM2 Methodology - Open Edition website
G o over the Project Charter and ensure a common both understand and use PM 2 effectively. You can download http://europa.eu/PM2
understanding the pdf version of the guide from the PM 2 website or the EU
Communicate the next steps for the planning phase Bookshop.
Open PM2 Community on Join-up
Planning Kick-off Meeting
https://joinup.ec.europa.eu/community/opm2/
5 Tailor the Project Management approach PM 2 Website and PM 2 Wiki
D ecide which planning documents to use and how they The PM 2 website details the PM 2 approach and provides one
should be tailored central place for PM 2 information (e.g. PM 2 Workflow Model,
D efine rules, assign team responsibilities and define a Artefact information, Guidelines, Templates, Tools, etc.).
conflict resolution process
Project Handbook
PM 2 Training & Certification
6 Develop a Communications Management Plan Follow the PM 2 Project Management Trainings and get PM 2
Identify all information requirements for the effective Certified (currently available only to EU Staff). Find out more
management of the project on the PM 2 wiki.
D ecide on the strategy, goals, frequency and format of the
communication activities
Communication Plan PM 2 Support
Join the Open PM 2 Community on Join-up and stay informed.
7 Create the Project Work Plan Discuss specific project management issues, ask questions Contents 1 PM2 Artefacts Checklist
B reak down the work that needs to be done in smaller and and share experiences:
more manageable pieces (Work Breakdown) Ask more experienced PM 2 Practitioners. 2 PM2 Quickstart Guide
Estimate the effort and cost for each piece of work Learn about PM 2, the PM 2 artefacts and processes.
Receive support to help you start using PM 2.
3 Resources and Weblinks
C  reate a work schedule (identify dependencies, assign
resources and dates) Receive guidance in rolling out PM 2 in your Organisation.

Project Work Plan

V 2.1.7

b
 Q U I C K S TA R T S T E P S
Quickstart Guide
CONTACT
1 Define a Project Governance and create a Business Case
Define the Project Steering Committee (PSC) The purpose of this leaflet is to help you get started DIGIT B1 - Advisory Services
P rovide the justification for the project, capture the business with applying PM2 .
requirements and establish its budgetary constraints EC-PM2@ec.europa.eu

Q U I C K S TA R T G U I D E
Business Case Naturally, you will want to start by learning more Tel: 88818
2 Identify Stakeholders and create the Project Charter about the PM2 Methodology and review the available
Define the project scope documentation. Keep in mind, however, that you do
Identify
 those Stakeholders who should contribute to the
Project Charter not have to become an expert before you can start
C  apture and document the hight-level requirements,
applying the basics of PM2 to your projects. All you
assumptions and constraints

Checklist &
D ecide on a project approach and estimate required need is a brief introduction to PM2 and then you can
resources, costs and timing
continue by following the 7 Quickstart steps. WEBLINKS
Project Charter
PM Methodology wiki (EU staff):
Quickstart Tips
2
3 Setup the Project Logs
Setup the Risk Log, Issue Log, Decision Log and the Change https://webgate.ec.europa.eu/fpfis/wikis/display/PM2
Log. These logs will be used to document the management Q U I C K S TA R T R E S O U R C E S
of Risks, Issues, Decisions and project Changes PM2 Methodology - Open Edition wiki (EU Login required)
The PM Guide (PDF)
2
Issue Log, Risk Log, Decision Log, Change Log
The guide documents the PM 2 Project Management
https://webgate.ec.europa.eu/fpfis/wikis/display/openPM2
4 Start the Project Planning with a Meeting Methodology. It has been kept as light as possible while still
Invite all necessary participants to the planning meeting ensuring that it provides adequate information to help you PM2 Methodology - Open Edition website
G o over the Project Charter and ensure a common both understand and use PM 2 effectively. You can download http://europa.eu/PM2
understanding the pdf version of the guide from the PM 2 website or the EU
Communicate the next steps for the planning phase Bookshop.
Open PM2 Community on Join-up
Planning Kick-off Meeting
https://joinup.ec.europa.eu/community/opm2/
5 Tailor the Project Management approach PM 2 Website and PM 2 Wiki
D ecide which planning documents to use and how they The PM 2 website details the PM 2 approach and provides one
should be tailored central place for PM 2 information (e.g. PM 2 Workflow Model,
D efine rules, assign team responsibilities and define a Artefact information, Guidelines, Templates, Tools, etc.).
conflict resolution process
Project Handbook
PM 2 Training & Certification
6 Develop a Communications Management Plan Follow the PM 2 Project Management Trainings and get PM 2
Identify all information requirements for the effective Certified (currently available only to EU Staff). Find out more
management of the project on the PM 2 wiki.
D ecide on the strategy, goals, frequency and format of the
communication activities
Communication Plan PM 2 Support
Join the Open PM 2 Community on Join-up and stay informed.
7 Create the Project Work Plan Discuss specific project management issues, ask questions Contents 1 PM2 Artefacts Checklist
B reak down the work that needs to be done in smaller and and share experiences:
more manageable pieces (Work Breakdown) Ask more experienced PM 2 Practitioners. 2 PM2 Quickstart Guide
Estimate the effort and cost for each piece of work Learn about PM 2, the PM 2 artefacts and processes.
Receive support to help you start using PM 2.
3 Resources and Weblinks
C  reate a work schedule (identify dependencies, assign
resources and dates) Receive guidance in rolling out PM 2 in your Organisation.

Project Work Plan

V 2.1.7

b
z

INITIATING PLANNING EXECUTING CLOSING

ACTIVITIES ACTIVITIES ACTIVITIES ACTIVITIES

Document the idea/need Organise a Kick-off Meeting Organise a Kick-off Meeting Organise a Project-End Review Meeting
Identify key stakeholders (and their needs) Tailor the PM2 process Coordinate project execution Capture lessons learned and post-project
Create a business justification for the project Assign Roles & Responsibilities Conduct Meetings recommendations
Define the project scope and organisation Elaborate project scope Assure quality Get final project acceptance
Develop work breakdown & project schedule Create project reports Release project resources
Develop Project Plans Distribute information Archive project information
Distribute plans to stakeholders Ensure deliverables acceptance

ARTEFACTS ARTEFACTS ARTEFACTS ARTEFACTS

Project Initiation Request Planning Kick-off/MoM Executing Kick-off Agenda/MoM Project-End Review Agenda/MoM
Business Case Project Stakeholder Matrix Meeting Agendas/MoMs Project-End Report
Project Charter Project Handbook Change Requests Lessons Learned
Project Logs (setup) Roles & responsabilities Quality Review Report Best Practices
Management plans Project Status Report Post Project Recommendations
Project Work Plan Project Progress Report Project Acceptance Note
c t io n st a r t
t ro d u at t h e Deliverables Acceptance Note
e c k l i st I n n b e u s e d c t. Outsourcing Plan
Ch t c a oje
e ck lis i n g pr Deliverables Acceptance Plan
T h e C h g a n e x ist
or d u r i n is to:
k list Transition Plan
f t h i s c h e c t e fac t s y o u
o ar
r p ose y t he Business Implementation Plan
T h e p u o u id e nt i f you
e l p y fac t s
 H
i ng h e a r te
e u s f y t
ar nt i
o u id e
 H elp y k e to u s e
l i io n
w o u ld of a c t
e a t e a pl a n t s a n d a sk
cr c
c a n t hen h e s e a r t e fa
Yo u ng t .
r t u si eeded
to st a st a nc e if n
i
fo r a s
s se t he
Ju s t u dd
i m p l e ! w ill a
: K e e p it s o u b e l ie v e
Ti p at y
c t s t h pr oje c t.
a r t e fa y ou r
t o
v a lu e
MONITOR & CONTROL

Monitor Project Performance Manage Issues and Decisions Regularly updated Checklists

ARTEFACTS
Control Schedule Manage Quality
ACTIVITIES

Risk Log Phase-exit Review checklist

Control Cost Manage Deliverables Acceptance Issue Log Quality Review checklist
Manage Stakeholders Manage Transition Decision Log Deliverable Acceptance checklist
Manage Requirements Manage Business Implementation Change Log Transition checklist
Manage Project Change Manage Outsourcing Project Work Plan Business Implementation checklist
Manage Risks Requirements Document Stakeholder checklist