A Project Manager's Book of Templates

Appendix: Combination Templates

Throughout the book, I have mentioned that you can combine certain templates if your project warrants it. This appendix provides an example of five combined templates:

• Vision statement + project proposal
• Charter + scope statement
• Scope management plan + quality management plan
• Communications management plan + stakeholder engagement plan
• Procurement strategy + source selection

Because all the content in these templates is discussed in the book, I will not repeat it here. However, the table below gives a brief summary of how I tailored the templates when I combined them.

Documents	Tailoring Description
Vision statement Project proposal	This is simply a combination of the two templates. All content from each template is included.
Charter Scope statement	This is an abbreviated charter with scope statement information integrated into it. Information that is eliminated from the charter includes high‐level requirements, overall project risk, stakeholders, project exit criteria, and project manager authority levels. Information from the scope statement that is part of the abbreviated charter includes exclusions and deliverable acceptance criteria.
Scope management plan Quality management plan	This template takes an abbreviated version of each template and combines them. The template contains information about decomposing and organizing scope, which can refer to waterfall or Agile methods. The quality objectives are identified by listing ...