Module 1: Research Strategy and Planning

4.10 Creating a project plan

All of the various elements so far reviewed in this topic can be integrated into a comprehensive project plan. The plan offers guidance to all stakeholders regarding the project scope and activities, and ensures that there is clarity as to what should be achieved. It provides the basis for grant proposals, accountability, reports, and quality assurance. The following elements might be found in a project plan.

1. Name of research project
2. Lead university (and other institutional partners)
3. Sponsor's name
4. Research leader's name
5. Stakeholders (i.e. those who may need to have their issues addressed or who may affect the research project)
6. Location of research project
7. Project summary (100 words or less)
8. Research scope
9. Research aims
10. Objectives of the research
11. Potential benefits of the research
12. Deliverables
13. Context of the research project and any relevant background (including related research projects)
14. Research constraints
15. Potential research topics which are beyond scope
16. Work Breakdown Structure
17. Projected timeline, milestones, and activity schedule
18. Projected cost and breakdown into key expenditure areas
19. Roles and responsibilities
20. Risks and contingency planning
21. Quality assurance mechanisms
22. Communication strategy
23. Procurement principles.

It can be seen that this plan is much more detailed than typical research proposal outlines. It will ensure that the research operates smoothly and with all relevant parties clearly understanding what should be achieved, when, and to what standard.

Project planning of this nature will vary according to the project complexity. A project with many teams and subprojects, or with junior or inexperienced contributors, benefits from more detailed planning. A smaller project which has experienced researchers can operate a little more broadly. Even in these situations, however, it can be seen that project management and planning offers major advantages in ensuring that everyone knows what needs to be done, by whom, when, and to what level of outcome. It will greatly improve the quality of your research and ensure all necessary commitments are honoured.

Activity 7

Activity 7 uses this list of project plan elements. See the ‘Topic 4’ page.