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CAQA Meridian Business Group · Simulated workplace

Project Plan Template

TemplateControlled document
MER-TPL-031
v2.2
Document ownerProjects Office Manager
Version2.2
Approved16 June 2026
Next review16 June 2027
StatusCurrent

Purpose. Provides the standard structure for planning a client or internal project under the Meridian project methodology, covering scope, schedule, budget, resources, quality, risk, stakeholders and governance.

1.Purpose of the plan

The project plan is the agreed baseline against which the project is delivered and reported. It is approved by the client sponsor and the Projects Office Manager before delivery starts and is updated only through the change control process.

2.Scope

State the objectives, the deliverables, what is explicitly out of scope, the assumptions and the constraints. Describe the acceptance criteria for each deliverable so that completion can be verified without argument.

3.Schedule and milestones

Break the work into stages and tasks, estimate durations, identify dependencies and set milestones with dates. Enter the milestones in the projects system so progress can be reported against them.

4.Budget and resources

Set out the budget by stage, the Meridian hours and rates, third party costs and contingency. Identify the project team, their roles and their availability, and any client resources the project depends on.

5.Quality, risk and communication

Describe how quality will be checked at each stage. List the risks with likelihood, consequence, owner and treatment, and enter significant risks in the risk and compliance register. Set out the stakeholders, what they need to know, how often and through which channel.

  • Quality checks per stage
  • Risk register entries
  • Stakeholder communication plan
  • Status report frequency

6.Governance and change control

Name the sponsor, the project manager and any steering group, and set the decision making authority for each. Describe how change requests will be raised, assessed for impact on scope, time and cost, and approved before the baseline changes.

7.Complete the template

MER-TPL-031 v2.2 · CAQA Meridian Business GroupUncontrolled when printed. Simulated document created by CAQA for training and assessment.