Treasury Board of Canada Secretariat
Symbol of the Government of Canada

ARCHIVED - Planning the Project

Warning This page has been archived.

Archived Content

Information identified as archived on the Web is for reference, research or recordkeeping purposes. It has not been altered or updated after the date of archiving. Web pages that are archived on the Web are not subject to the Government of Canada Web Standards. As per the Communications Policy of the Government of Canada, you can request alternate formats on the "Contact Us" page.


For projects requiring TB approval, this project planning process is executed first to prepare the PPA at a sufficient level of detail to permit the initial assessment. Where TB PPA approval is attained, this planning process is executed again to produce more detailed plans and estimates required to prepare the EPA submission.

No. Activity Detail of Activities and Remarks
1 Requirements Management
  • Identify stakeholder needs and translate into product requirements.
  • Based on the requirements, enumerate the project deliverables.
  • Note: This is a critical project activity and should be performed rigorously. It may constitute a significant portion of the project and a separate plan may be required depending on the project characteristics.
2 Identify corporate processes
  • Identify the project's corporate processes required to meet the project requirements.
3 Decompose Requirements
  • Breakdown the project deliverables into manageable components thereby creating the Work Breakdown Structure (WBS).
  • Review WBS with project stakeholders.
  • If requirements are divided into interdependent individual projects a multi project plans will be required to cover interdependencies and integration.
4 Estimate Product Size
  • Estimate Product Size for each product element using your organisation's estimation methods, tools and techniques.
5 Estimate Project Resources
  • Estimate Project Resources using your organisation's estimation methods, tools and techniques.
6 Develop Project Management Plan Describe the project management processes that will be used through the project lifecycle including the ongoing management of:
  • Schedule
  • Cost budget
  • Acceptance
  • Gating
  • Start-up
  • Tracking (reporting, issue/problem management, requirement management)
  • Change management
  • Reporting requirements
  • Note: For projects requiring TB approval, the project plan and estimates are created in preliminary (for EPA) and detailed (for PPA) versions as described in "Approving the Project".
7 Develop Corporate Plans
  • Corporate plans include Quality, Risk, HR, Communications, Performance, Configuration, Procurement, Requirements, IM/IT (Software development), and Validation and Verification plans.
  • The detail planning of the corporate processes may be documented in the Project Management Plan or in separate documents. There may be not a need to develop a Requirements plan if a Requirement Specification is produced in the Planning Stage.
  • Depending on the project characteristics the corporate plans may be incorporated into one plan, or the overall project management plan
8 Negotiate commitment and approval
  • Review project plan(s) with project stakeholders to obtain commitment and approval to proceed to the next project stage.