PRINCE2 (TM) Work Package
Work Package Template, free to copy, edit and download. A Work Package is a set of information about one or more required products collated by the Project Manager to pass responsibility for work or delivery formally to a Team Manager or team member.
1. Overview
1.1. Purpose
1.1.1. A Work Package is a set of information about one or more required products collated by the Project Manager to pass responsibility for work or delivery formally to a Team Manager or team member.
1.2. Contents
1.2.1. A Work Package should cover the following topics. The content may vary greatly according to the relationship between the Project Manager and the recipient of the Work Package.
1.2.2. Work Package Authorisation
1.2.3. Description
1.2.4. Techniques, Processes and Procedures
1.2.5. Development Interfaces
1.2.6. Operations and Maintenance Interfaces
1.2.7. Configuration Management Requirements
1.2.8. Joint Agreements
1.2.9. Tolerances
1.2.10. Constraints
1.2.11. Reporting Arrangements
1.2.12. Problem Handling and Escalation
1.2.13. Extracts or References
1.2.14. Approval method
1.2.15. Work Package Acceptance
1.3. Advice
1.3.1. A Work Package is derived from any existing commercial agreements between the customer and supplier (if appropriate); Quality Management Strategy; Configuration Management Strategy; Stage Plan
1.3.2. A Work Package can take a number of formats, including: Document; Oral conversation between the Project Manager and a Team Manager; Entry in a project management tool.
1.3.3. Where the work is being conducted by a team working directly under the Project Manager, the Work Package may be an oral instruction - although there are good reasons for putting it in writing, such as avoidance of misunderstanding and providing a link to performance assessment. Where the work is being carried out by a supplier under a contract and the Project Manager is part of the customer organization, there is a need for a formal written instruction in line with standards laid down in that contract.
1.3.4. The following quality criteria should be observed:
1.3.4.1. The required Work Package is clearly defined and understood by the assigned resource
1.3.4.2. There is a Product Description for each required product, with clearly identified and acceptable quality criteria
1.3.4.3. The Product Description(s) matches up with the other Work Package documentation
1.3.4.4. Standards for the work are agreed
1.3.4.5. The defined standards are in line with those applied to similar products
1.3.4.6. All necessary interfaces have been defined
1.3.4.7. The reporting arrangements include the provision for raising issues and risks
1.3.4.8. There is agreement between the Project Manager and the recipient on exactly what is to be done
1.3.4.9. There is agreement on the constraints, including effort, cost and targets
1.3.4.10. The dates and effort are in line with those shown in the Stage Plan for the current management stage
1.3.4.11. Reporting arrangements are defined
1.3.4.12. Any requirement for independent attendance at, and participation in, quality activities is defined.
2. How to use this template
2.1. How to share this template with your team
2.1.1. Send an email
2.1.1.1. 1. Click Share this map
2.1.1.2. 2. Select Invite People
2.1.1.3. 3. Write a message
2.1.1.4. 4. Click Invite
2.1.2. Send a link
2.1.2.1. 1. Click Share this map
2.1.2.2. 2. Tick Link to share
2.1.2.3. 3. Copy the link to share it
2.1.3. Export
2.1.3.1. 1. Click down arrow, bottom right
2.1.3.2. 2. Select the export option you want
2.2. How to complete this template
2.2.1. Complete the sections in square brackets
2.2.1.1. [....]
2.2.2. Navigate using the links in Contents
2.2.2.1. Contents
2.2.3. Read these sections for help on the template
2.2.3.1. Purpose
2.2.3.2. Advice
2.3. Attribution
2.3.1. Copyright © AXELOS Limited 2009. All rights reserved. Material is reproduced with the permission of AXELOS
2.4. Get this template here
3. Document information
3.1. Project Name
3.1.1. [name]
3.2. Date
3.2.1. [date]
3.3. Release
3.3.1. Draft/Final
3.4. Author
3.4.1. [author]
3.5. Owner
3.5.1. [owner]
3.6. Client
3.6.1. [client]
3.7. Document Number
3.7.1. [number]
3.8. Revision, Approvals & Distribution
3.8.1. Revision History
3.8.1.1. Revision # [....]
3.8.1.1.1. Revision Date
3.8.1.1.2. Previous Revision Date
3.8.1.1.3. Summary of Changes
3.8.1.1.4. Changes Marked
3.8.1.2. Revision # [....]
3.8.1.2.1. Revision Date
3.8.1.2.2. Previous Revision Date
3.8.1.2.3. Summary of Changes
3.8.1.2.4. Changes Marked
3.8.1.3. Revision # [....]
3.8.1.3.1. Revision Date
3.8.1.3.2. Previous Revision Date
3.8.1.3.3. Summary of Changes
3.8.1.3.4. Changes Marked
3.8.1.4. Date of next revision:
3.8.1.4.1. [....]
3.8.2. Approvals
3.8.2.1. Approval # [....]
3.8.2.1.1. Name
3.8.2.1.2. Signature
3.8.2.1.3. Title
3.8.2.1.4. Date of Issue
3.8.2.1.5. Version
3.8.2.2. Approval # [....]
3.8.2.2.1. Name
3.8.2.2.2. Signature
3.8.2.2.3. Title
3.8.2.2.4. Date of Issue
3.8.2.2.5. Version
3.8.2.3. Approval # [....]
3.8.2.3.1. Name
3.8.2.3.2. Signature
3.8.2.3.3. Title
3.8.2.3.4. Date of Issue
3.8.2.3.5. Version
3.8.3. Distribution
3.8.3.1. Distribution # [....]
3.8.3.1.1. Name
3.8.3.1.2. Title
3.8.3.1.3. Date of issue
3.8.3.1.4. Version
3.8.3.2. Distribution # [....]
3.8.3.2.1. Name
3.8.3.2.2. Title
3.8.3.2.3. Date of issue
3.8.3.2.4. Version
4. Work Package Authorisation
4.1. Title
4.1.1. [...]
4.2. Person Authorised
4.2.1. [Name the Team Manager or individual with whom the agreement has been made]
4.3. Date
4.3.1. [Give the date of the agreement between the Project Manager and the Team Manager/person authorised]
5. Description
5.1. [Give a description of the work to be done]
6. Techniques, Processes and Procedures
6.1. [Note any techniques, tools, standards, processes or procedures to be used in the creation of the specialist products]
7. Development Interfaces
7.1. [Document the interfaces that must be maintained while developing the products. These may be people providing information or those who need to receive information]
8. Operations and Maintenance Interfaces
8.1. [Identify any specialist products with which the product(s) in the Work Package will have to interface during their operational life. These may be other products to be produced by the project, existing products, or those to be produced by other projects]
9. Configuration Management Requirements
9.1. [State any arrangements that must be made by the producer for: version control of ; obtaining copies of other products; submission to configuration management; any storage or security requirements; and who, if anyone, needs to be advised of changes in the status of the Work Package]
10. Joint Agreements
10.1. [Detail the agreements on effort, cost, start and end dates, and key milestones for the Work Package]
11. Tolerances
11.1. [Time and cost tolerances (may also include scope and risk)]
12. Constraints
12.1. [Enter any constraints e.g. on the work, people, timings, rules etc.]
13. Reporting Arrangements
13.1. [Enter the frequency and content of Checkpoint Reports]
14. Problem Handling and Escalation
14.1. [How issues and risks will be raised and handled]
15. Extracts or References
15.1. [References to related documents and/or extracts of related documents]
16. Approval Method
16.1. [Who will approve and how the Project Manager will be advised]
17. Work Package Acceptance
17.1. Person Accepting
17.1.1. [Name of the person accepting the work package]
17.2. Date
17.2.1. [Give the date of the acceptance]
17.3. Assessment and feedback
17.3.1. [Provide comments on the work package possibly to go towards performance appraisal for the individual or teams involved]