Project Brief

for the

Orca is Moving Project

Prepared by

YOUR NAME

Project Manager

Date: dd$/$mm$/$yyyy

NOTE:

THIS IS A TEMPLATE DOCUMENT

RENAME AND SAVE THE FILE AS A PROJECT DOCUMENT

REMOVE ALL OF THESE COMMENT BOXES IN THE COMPLETED DOCUMENT.

$$

Table of Contents

A Introductory Section $1$

A$\mathrm{.}1$ Purpose $1$

A$\mathrm{.}2$ Author & Ownership $1$

A$\mathrm{.}3$ Approvals Required $1$

A$\mathrm{.}4$ Document Maintenance $1$

A$\mathrm{.}5$ Document Structure $1$

A$\mathrm{.}6$ Project Management Standards $2$

B Results Section $3$

B$\mathrm{.}1$ Project Description $3$

B$\mathrm{.}2$ Project Background $4$

B$\mathrm{.}3$ Project Governance and Management $4$

B$\mathrm{.}4$ Additional Information $5$

B$\mathrm{.}5$ Future Project Stages $5$

C Continuance Section $7$

C$\mathrm{.}1$ Recommendation $7$

C$\mathrm{.}2$ Approvals $7$

TEMPLATE DOCUMENT

This document is a template. It is provided as a tool to guide the development of documentation and to be adapted to meet the requirements of specific projects.

Do not overwrite this template document file. Save the altered document with a different file name within the context of the specific project that it describes.

THIS IS A COMMENT BOX.

Comments, such as this, are included to explain the intent of each section and to assist with the development of a quality document. These comments should be removed once they have been considered and certainly before the document is submitted for approval.

STANDARD CONTENT

Some document content is provided in some sections as text. Any provided content may be removed or altered to meet the specific requirements of each project.

You may wish to include a panel here for project control, program and portfolio relationships, document version control and$/$or change history.

A Introductory Section

A$\mathrm{.}1$ Purpose

Provide a clear statement of the purpose of this document, not the purpose of the project.

This document describes and defines the need for a project. The Project Brief has been prepared as the major outcome of the Project Initiation Stage to set the direction for this project, to define its management and to authorise work on it to proceed.

Upon acceptance, this Project Brief records an agreement between stakeholders to progress the project to the next stage. This agreement is for the specific intention of continuing to realise the project objectives, subject to the planning process confirming that the project has a reasonable prospect of achieving the Project Owner$$s expectations for the performance of the project and its benefits.

A$\mathrm{.}2$ Author & Ownership

This document was commissioned by XXXXXXXXXXXX $($generally the Project Owner$)$ to initiate sound planning and management for the project. It has been prepared by XXXXXXXXXXXX $($generally$,$ the Project Manager$).$

The Project Brief will become the property of the Project Owner on acceptance and its maintenance will be vested with the Project Manager for the life of the project.

A$\mathrm{.}3$ Approvals Required

The Project Brief requires the approval and signature of the Project Owner who should only provide such approval if they accept the document.

In many organisations, this may also require the approval of the Project Management Office $($PMO$).$

The Project Initiation Checklist may be used to ensure all necessary work has preceded the development of this document.

A$\mathrm{.}4$ Document Maintenance

Once approved, this Project Brief can only be varied by the agreement of the signatories. Any variations should be recorded on a Project Variation Record and filed as an extension of this document.

A$\mathrm{.}5$ Document Structure

This document uses a standard structure and is comprised of $3$ sections.

Section A $$ Introductory Section $$ introduces and identifies the document and defines its purpose, scope and history.

Section B $$ Results Section $$ contains the findings and recommendations that have resulted from the work that this document records.

Section C $$ Continuance Section $$ records the next actions recommended for the project and approvals for this document.

A$\mathrm{.}6$ Project Management Standards

This project follows the organisation$$s Project Management Framework $($PMF$).$ There are guidelines available in the PMF to describe the governance, processes and functions of project management.

The meaning of any project management terms used in this document will be as defined in the PMF Glossary of Terms.

B Results Section

This Section contains the results of the project initiation process.

This is an Initiation document, not a project plan. Its purpose is to record the business need, known requirements, project governance and relevant information, as well as identifying what is not known and which will, therefore, need to be investigated in the planning process $($of the Evaluation Stage$).$

B$\mathrm{.}1$ Project Description

B$\mathrm{.}1\mathrm{.}1$ Business Need

This project has been initiated to address the issue$/$problem$/$opportunity of$/$to $...$

Describe the problem or opportunity that the organisation is facing, which has given rise to this project and which the proje