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A plan is required to provide a credible description of how you aim to meet the initiative objectives.

Resource Management

Resource management is the process of identifying, securing and then managing the people needed to complete the activity.

Budget Management

Budget management is the planning, tracking and controlling of budget and spend throughout the initiative.


The procurement process will need to be considered when the activity involves securing services or purchasing goods from external suppliers.

Change Control

The change control process ensures that each change proposed is adequately defined, reviewed and approved before implementation.

Funding Stages

At the start of the initiative, you might need to consider whether feasibility funding is required to gain a clear understanding of the scope of the initiative.

Gateway Reviews

A gateway is a checkpoint that is reached at the end of each phase of the lifecycle. Use this checklist to ensure you have completed all activity required for the phase.