Provide information on the project and document:

• Project Name and Reference
• Document information: ID, owner, issue date, last saved date, file name or path
• Document history: version, issue date, changes.
• Document approvals: role, name, signature, date

Document how the project team will be identified. For example, how the skills sets needed will be identified and the levels of skill. For example,

Review the requirements, context, approach, location etc and identify any custom components.
Establish if similar tasks have been completed and who by.
List skill sets needed.

You might use a table like the one below.

Describe how the project team members will be recruited/acquired.

Document how the team members will be managed during the project, including how performance will be managed. Some example text is below:

Line management of all project team members will remain with their direct line manager, but allocation of project work will be the project manager’s responsibility. Any performance issues will be raised with their direct line manager.

project team members will report on project progress to the project manager copying their line manager. Clashes in work priorities will be resolved by the project manager, and line manager working together with the resource manager.

Create an organization chart showing the project hierarchy. An example is shown below.

Describe any training required for the project team members. For example, some federal or government projects will require security certifications or clearance. From fall 2020 the Department of Defense requires all contacts to have CMMC accreditation. Get a free Training Plan Template

Describe any reward or recognition that applies to this project. For example, company award schemes or professional awards like PMI Project of the Year Award.

Note any team development activities that will take place before or during the project. For example, if junior team members will shadow more experienced colleagues. Also describe any team building activities. For example, kick off drinks or team lunches etc.

Describe how materials, equipment and supplies needed for the project will be identified. For example, through review of the project requirements and statement of work. An example table for identified physical resources is shown below.

Document how materials, equipment and supplies will be purchased/acquired. For example,

Equipment will be purchased through the pre-approved supplier list. Exceptions to this will need to be approved by the VP of consulting.

Describe how physical resources will be looked after and how they will made available to the project when needed.

Include any additional information, e.g., copies of forms, process diagrams or policy documents here.