^ [[6 Planning Phase]] # 6.2  Project Handbook The Project Handbook summarises the **project objectives** and documents the selected **approach** for achieving the project goals. It documents the Critical Success Factors (**CSFs**), defines the key **controlling processes**, the conflict **resolution and [[escalation]] procedure**, policies and rules, and the project **mindsets**. The Project Handbook also documents the project **[[governance]]** roles and their **responsibilities**, and defines the **plans** necessary for managing the project as well as any **methodology-tailoring decisions**. The project goals and scope (found in the Initiating Phase documents) are key inputs to this artefact. The Project Handbook is an important reference document for all project members and stakeholders, and ==along with the Project Work Plan, is the basis on which the project is managed and executed==. ![[Table 6.2 - Project Handbook - Key Participants.png]] ## Inputs - [[Business Case]] and [[Project Charter]] - Planning Kick-off Minutes of Meeting (MoM) ## Guidelines - Use the **minutes from the Planning Kick-off Meeting** as a basis for defining the Project Handbook. - The [[Project Handbook]] should be **kept up-to-date throughout the life of the project**. - All **Project Management Plans** should be considered **part of the Project Handbook**. - During the Closing Phase, the Project Handbook is an important point of **reference for the Project-End Review Meeting** and should be properly archived. ## Steps 1. Find documentation from **similar projects** and **identify possible reusable components**—this could reduce the effort, cost and time required. 2. Summarise the project ==**objectives**, **dependencies**, **constraints**, **assumptions**== and list **stakeholders**. 3. Identify Critical Success Factors (**CSFs**) and define important **project management objectives**. 4. Discuss possible/necessary customisations and/or **tailoring** of the PM2 Methodology. 5. Outline the selected **delivery approach and its lifecycle (including project-specific stages)**. 6. Define the specific project management rules that will be applied to the project (agree on the **rules of conduct** that will facilitate the better management and execution of the project). 7. Define a **conflict resolution** and **escalation procedure** for the project. 8. Highlight the main project **controlling processes**, such as **change/risk/quality management**. 9. Define the selected **progress tracking** and r**eporting approach**. Determine which project **artefacts** (plans and other documents) are necessary for the project. 10. Document the **roles** involved in the project along with their respective **responsibilities**. ![[Fig 6.4 Project Handbook inputs and main roles.png]] ## Outputs - Project Handbook (see also PM2 Template) ___ Spanish Guide: [[6.2 Manual del Proyecto]] <-- [[6.1 Planning Kick-off Meeting]] --> [[6.2.1 Project Roles & Responsibilities]]