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Planning Approach

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Project Management infoKit

The implementation of a repository is usually considered as a project and should be managed as such. There are a number of different project management methodologies available which offer proven techniques for planning and managing projects. However, a methodology commonly used is PRINCE2 (PRojects IN Controlled Environments). A useful resource to help guide you through the Project Management process is our Project Management infoKit which has used PRINCE2 to create a user-friendly project management framework.

Projects can be seen to have three distinct phases. These are:

  • initiation and start-up
  • running and management
  • closure and evaluation

There are different aspects to consider within each phase; and different documentation should be produced and should support the project along its various stages. Within the first phase of the project the Business Case is the most important document as it will not only sell the idea of a repository to the decision makers in the first instance but will also act as a reference document for the development of the Strategic Plan/Project Initiation Document. The Strategic Plan/ Project Initiation Document, which will include the Project Plan and the Project Schedule, uses the information gathered from the Business Case to inform all of the stakeholders involved with the repository's implementation as to the Whys, Hows, Whos and Whens of the project. Although created in the first phase of the project, this document acts as the baseline for the running and management of the project, and in turn is adapted as the project is executed. The Strategic Plan/Project Initiation Document also has a place in the final phase of project management as the evaluation and closure of the project will be dictated by the Project Plan and the goals and objectives contained within it.


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