Corporate / Programme

Project Corporate advice

mandate and decisions

Initiation Project authorization

PROCESS MODEL Project Board Closure
notification notification request for advice notification

Starting Up
ACTIVITY
Authorize initiation
ACTIVITY
Authorize the project
Directing a Project
APPROVE
a Project ACTIVITY
Direction

Direction
ACTIVITY ACTIVITY - End Project Report
Authorize a Stage or Exception Plan Give ad hoc direction Authorize project closure - (Updated) Business
Case
- (if updated) Benefits
Review Plan
Exception End Project
ACTIVITIES Plan - Lessons Report
Report
Appoint the Executive
and the Project Manager
Benefits Benefits
Project Brief Review Plan
Authority to Stage Exception Plan Project Board Premature Review Plan
PID authorization request advice close
initiate a project
PID
Exception Plan New issue
Capture previous Lessons Log approved (raise)
lessons Stage Plan Stage Plan
(next stage) Business
(Initiation) Case
Benefits
Review Plan End Stage Report Lessons
(current stage) Highlight
Report Report
Exception
Design and appoint Request to Request to PID raised Exception
the project management initiate a project deliver a project Report
Closure
team Request to approve Request for recommendation
Exception Plan advice Issue Report

Request to approve
Initiating a Project next Stage Plan UPDATED
CREATED
ACTIVITIES
- PID
- Config Item Records
Closing a Project - Follow-on action
Prepare the outline recommendations
Management

Management
Business Case Prepare the Risk Management Strategy
Prepare the Configuration Management Strategy
Managing a Stage Boundary - Risk Register
- Issue Register
ACTIVITIES - Lessons Report

Prepare the Quality Management Strategy - Quality Register

ACTIVITIES Prepare planned closure
- Project Plan UPDATED
Prepare the Communication Management Strategy Plan the next stage - Business Case - PID
Set up the project controls Update the Project Plan Prepare premature closure
CREATED - Benefits Review Plan - Project Plan
Create the Project Plan Update the Business Case
Select the project - Daily Log - Issue Register
- Lessons Log Refine the Business Case Report stage end Hand over products
approach and assemble - Config Item Records
the Project Brief - (Outline) Business Case Assemble the Project Initiation Documentation Produce an Exception Plan CREATED - Benefits Review Plan
- Project Product Description - Stage Plan Evaluate the project
- Project Brief - Product Descriptions
CREATED (next stage) Recommend project closure CLOSED
- Risk Management Strategy - End Stage Report
(current stage) - Risk Register
- Configuration Management Strategy
- Lessons Report - Issue Register
Plan the initiation - Quality Management Strategy Stage boundary Stage boundary
approaching approaching - Exception Plan - Quality Register
stage - Communication Management Strategy
- Daily Log
- Project Plan Project end
- Lessons Log
- (Detailed) Business Case approaching
- Risk Register
- Configuration Item Records
- Issue Register ACTIVITIES Controlling a Stage ACTIVITIES
- Quality Register Authorize a Work package Capture and examine issues and risks
- Benefits Review Plan Review Work Package status ACTIVITIES Escalate issues and risks
Receive completed Work Packages Review the stage status Take corrective action
Report highlights

CREATED UPDATED - Issue Register

UPDATED - Work Packages - Stage Plan - Quality Register
- Quality Register Authority to deliver Completed New risk
- Highlight Report (current stage) - Work Package (raise)
Legend - Config Item Records
a Work Package (current period)
- Issue Report
- Config Item Records - Lessons log
- Issue Report
Work Package
- Team Plans - Risk Register New issue
Delivery

Delivery
- Exception Report - Daily Log
These are management products that are created - Work Package (raise)
or updated by a process’s activities. CREATED
- Team Plan
- Checkpoint Reports
This is an event or decision which triggers another ACTIVITY ACTIVITY ACTIVITY
process or is used to notify corporate or Accept a Work Package Execute a Work Package Deliver a Work Package
APPROVE
2 PRO programme management.
I NCE CE - Work Package

PR ©C S Managing Product Delivery

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© ILX Group plc. Published by ILX Group plc 2003. Updated 2005/2009/2011/2014. Designed by C. Caulkin & G. Davies
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 REFERENCE MATRIX - PRINCE2 PRODUCTS
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Appoint the Executive and the Project Manager - - O - O - - - - - C - - - - - - - - - - - - - - - - - - - - - - C - - - - C - - - - - - - - - - - - - - - I - - - - - - - - - - LEGEND
Capture previous lessons - - - - - - - - - - - - - - - - - C - - I - - - - - - - - - - - - - - - - - - - - - - - AS = ASSEMBLE

STARTING UP
- - - - - - - - - - - - - - - - - - - - -

A PROJECT
Design and appoint the project management team - - - O - - - - - - U - - - - - - - - - - - I - - - - - - - - - - I - - C C I - - - - - - - - - - - - - - - - - - - - - - - - - - AP = APPROVE
C = CREATE
Prepare the outline Business Case - - - - - - - - - - U - - - - - - - - - - - I - - - - - - - - - C - - - - - - C - - - - - - - - - - - - - - - - - - - - - - - - -
CL = CLOSE
Select the project approach and assemble the Project Brief - - - - - - - - - - U - - - - - - - - - - - I - - - - - - A C - I I C - I I I I - - - - - - - - - - - - - - - - - - - - - - - - -
I = INPUT
Plan the initiation stage - - - - - - - - - - IU - - - - - - - - - - - I - - - - - - I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - C - - - -
O = OUTPUT
Authorize initiation - - - - - - - - - - - - - - - - - - - - - - - - - - - - - I AP - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - I AP - - - - OB = OBTAIN

A PROJECT
DIRECTING
Authorize the project - - - - - - I AP - - - - - - - - - - - - - - - I - - - - - - - - - - - - - - - - - I AP - - - - - - - - - - - - - - - - - - - - - - - - P = PREPARE
Authorize a Stage or Exception Plan - - - - - - I AP - - - - - - I AP - I I AP - - - - - - I AP - - - - - - - - - - - - - - - - I AP - - - - - - - - - - - - - - - - - - - - I AP - - - R = RAISE
Give ad hoc direction - - - - - - - - - - - - - - I - - I - - - I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - U = UPDATE

Authorize project closure - - - - - - I AP AP - - - - I AP - - - I AP - - - - - - I AP - - - - - - - - - - - - - - - - - - - - I - - - - - - - - - - - - - - - - - - - -

Prepare the Risk Management Strategy - - - - - - - - - - I - - - - - - - - - - - I - - - - - - I - - - - - - - - - - - - - - - - - - - - - C - - - C - - - - - - - - -
Prepare the Configuration Management Strategy - - - - - - - - - C I - - - - - - - - - C - I - - - - - - I - - - - - - - - - - - - - - - C - - U - - - U - - I - - - - - - - - -
Prepare the Quality Management Strategy - - - - - - - - - - - - - - - - - - - - I - I - C - - - - I - - - - - - - - - I - - - - - - - - - - C - - - - I - - - - - - - - -

A PROJECT
INITIATING
Prepare the Communication Management Strategy - - - - - - - - - - - - - - - - - - - - I - I - - - - - - I - - - - - - - - - - - - - - - I C - - - I I - - - I - - - - - - - - -
Set up the project controls - - - - - - - - - - - - - - - - - - - - I - I - - - - - - I - - - - - - - - - - - - - - - I I C U I I I U - - I - - - - - - - - -
Create the Project Plan - - - - - - - - - U - - - - - - - - - - I - I - - - - - - I - - - - I - - - - I - - - - - I I I U C I I U - - I - - - - - - - - -
Refine the Business Case - - - - - - C - - - - - - - - - - - - - - - - - - - - - - I - C I - - - - - - - - - - - - - - - - I - - - - - I - - - - - - - - -
Assemble the Project Initiation Documentation - - - - - - - - - - - - - - - - - - - - - - - - - - - - - I - - - - I I - - - - AS - - I - I I I I I I I I I - - - - - - - - - - -
Authorize a Work package - - - - - - - - - U - - - - - - - - - - U - - - U - - - - - - - - - - - - - - - I - - - - I - I - - I - - - - U - I I U - - - I C

PROCESSES
Review Work Package status - - - - - - - - I U - - - - - - - - - - U - - - I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - IU - IU - - - - - I IU

CONTROLLING
Receive completed Work Packages - - - - - - - - - IU - - - - - - - - - - - - - - I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - IU - - - - - - -

A STAGE
Review the stage status - - - - - - - - I - - - - - - - - - - - IU U U - I - - - I - - - - - - - - - - - I I I - - - - - - I - - - - - IU - IU - - - - - - -
Report highlights - - - - - - - - I - I - - - - - - - C I I - I - I - - - I - - - - - - - - - - - I - - - - - I - - - - - - - - I - I - - - - - - -
Capture and examine issues and risks - - - - - - - - - - U - - - - - - - - - U C - - - - - - - - - - - - - - - - - - I - I - - I I - - I - - - - - U - I - - - - - - -
Escalate issues and risks - - - - - - - - - - - - - - C - - - - - IU IU - - - - - - - - - - - - - - - - - - I - I - - - - - - I - - - - - IU - - - I - - - - -
Take corrective action - - - - - - - - - IU IU - - - - - - - - - IU IU - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - IU - IU - - - - - - -

MANAGING
Accept a Work Package - - - - - - - - - - - - - - - - - - - - - - - - U - - - - - - - - - - - - - - - I - - - - - - - - - - - - - - - - - - - - - - C I AP

DELIVERY
PRODUCT
Execute a Work Package - - - - - OB - - C U - - - - - - - - - - - - - - U - - - - - - - - - - - - - - - I - - - - - - - - - - - - - - - C - - - - - - IU I
Deliver a Work Package - - - - - - - - - I - - - - - - - - - - - - - - I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - U IU
Plan the next stage - - - - - - - - - U - - - - - - - - - - IU - I - U - - C - - - - - - - - - - - - IU - - - - - - - - - - - - - - IU - - - - - C - - -

BOUNDARY
MANAGING
Update the Project Plan - - - - - - - - - - - - - - - I - - - - U - - - - - - - - - - - - - - - - - - - IO - - - - - - - - U - - - - - U - - - I - I - - -

A STAGE
Update the Business Case - - - - - - IU - - - - - - - - - - - - - IU - - - - - - - - - - - - - - - - - - - I - - - U - - - - I - - - - - IU - - - - - - - - -
Report stage end - - - - - - I - - - - - - C - - C - - - I - I C I - - - I - - - - - - - - - - - I - I - - - I - - - - - - - - I - - - I - - - - -
Produce an Exception Plan - - - - - - - - - U - - - - I C - - - - IU - - - U - C - - - - - - - - - - - - - IO - - - - - - - - - - - - - - IU - - - I - - - - -
Prepare planned closure - - - - - - - - - - - - - - - - - - - - - - - - - - - - I - - - - - - - - - - - IO - - - - - - - - IU - - - - - - - - - - - - - - -

A PROJECT
Prepare premature closure - C - - - - - - - - - - - - - - - - - - U - - - - - - - I - - - - - - - - - - - IO - - - - - - - - IU - - - - - - - - - - - - - - -

CLOSING
Hand over products OB - - - - - U - - U - - O - - - C - - - I - - - - - - - - - - - - - - - - - - - I - - - - I - - - - - - - - - I - - - - - - - - -
Evaluate the project - - - - - - - - - - - - IO - - - I - - - I - I C I - - - - - - - - - - - - - - - I - - - - - - - - - - - - - - I - - - - - - - - -
Recommend project closure - - - - - - - - - - CL P - - - - - - - - CL CL - CL - - - - - - - - - - - - - - - I - - - - - I - - - - - - - - CL - - - - - - - - -

E2 PROC
INC ES
PR ©C
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www.PRINCE2.com/au ILX Group - Leaders in eLearning, Blended & Classroom

DEL

Australia
PRIN

ILX
To order further copies of this process model, T +61 (0)2 8035 4350
Gro
up
plc
or to contact a Training Specialist,
PRINCE2 Training & Consultancy Solutions www.ilxgroup.com/au
CE

Version: 270514
201
2
PR L australia@ilxgroup.com
2

OC DE call +61 (0)2 8035 4350

ESS MO
PRINCE2® is a registered trade mark of AXELOS Limited. The Swirl LogoTM is a trade mark of AXELOS Limited. The PRINCE2® Accredited Training Organization logo is a trade mark of AXELOS Limited. Based on AXELOS PRINCE2® material. Reproduced under licence from AXELOS.