Task Management Project Plan Specification

---

Prepared by: [Your Name]

Date: [Date]

---

I. Project Overview

The purpose of this project is to develop and implement a new customer relationship management (CRM) system for [Your Company Name]. The CRM system will enhance communication with customers, streamline workflows, and improve sales tracking. The project will be completed in phases, starting with requirements gathering and ending with system deployment and training.

II. Scope and Deliverables

A. Scope

The CRM system will cover customer data management, sales tracking, communication tools, and reporting features. It will be integrated with existing systems to ensure seamless data flow.

B. Deliverables

1. Requirements Document

2. Design Specifications

3. CRM System Prototype

4. Full-Scale CRM System

5. User Training Materials

6. Final System Deployment

III. Task Breakdown

A. Task 1: Requirements Gathering

• Duration: 2 weeks

• Responsible: Project Manager and Business Analyst

• Description: Collect and document business requirements, customer needs, and technical specifications.

B. Task 2: System Design

• Duration: 3 weeks

• Responsible: System Architect and Development Team

• Description: Design the architecture of the CRM system, including database structure, interface design, and user experience.

C. Task 3: Development

• Duration: 6 weeks

• Responsible: Development Team

• Description: Build the CRM system, integrating necessary features and functionalities.

D. Task 4: Testing and Quality Assurance

• Duration: 3 weeks

• Responsible: QA Team

• Description: Perform testing to ensure the system functions as expected, including bug fixes and performance testing.

E. Task 5: Deployment

• Duration: 2 weeks

• Responsible: IT Team

• Description: Deploy the CRM system to the live environment and ensure proper integration with existing systems.

F. Task 6: User Training

• Duration: 1 week

• Responsible: Training Coordinator

• Description: Provide training sessions for end users, focusing on CRM functionality and best practices.

IV. Timeline

Task	Start Date	End Date	Duration
Requirements Gathering	December 01, 2050	December 14, 2050	2 weeks
System Design	December 15, 2050	December 28, 2050	3 weeks
Development	December 29, 2050	February 09, 2051	6 weeks
Testing and Quality Assurance	February 10, 2051	March 02, 2051	3 weeks
Deployment	March 03, 2051	March 16, 2051	2 weeks
User Training	March 15, 2051	March 23, 2051	1 week

V. Resources

A. Personnel

1. Project Manager

2. Business Analyst

3. System Architect

4. Development Team (4 Developers)

5. Quality Assurance Team (2 Testers)

6. IT Support Team (2 Technicians)

7. Training Coordinator

B. Tools and Software

1. CRM Development Tools (e.g., Salesforce, HubSpot)

2. Project Management Tools (e.g., Jira, Trello)

3. Testing Software (e.g., Selenium)

4. Collaboration Tools (e.g., Slack, Zoom)

C. Budget

Category	Estimated Cost
Personnel Costs	$100,000
Software Licenses	$25,000
Testing and QA Resources	$15,000
Miscellaneous Expenses	$10,000
Total Budget	$150,000

VI. Risk Management

Risk	Mitigation
Scope Creep	Regularly review project scope with stakeholders to ensure alignment with original goals.
Delays in Development	Ensure clear communication with developers, set realistic timelines, and allocate buffer time for unexpected delays.
Integration Challenges	Conduct thorough testing and involve IT staff early in the design phase to address integration issues proactively.
User Adoption Resistance	Provide comprehensive user training and pos

VII. Monitoring and Reporting

• Weekly Status Meetings: Project progress will be discussed in weekly meetings with the core project team to address any concerns and ensure that tasks are on track.

• Monthly Reports: A formal report will be shared with stakeholders, including updates on completed tasks, upcoming milestones, risks, and any budget adjustments.

• Project Dashboard: A real-time dashboard will be used to track key metrics such as task completion, resource allocation, and budget usage.

---

Plan Templates @ Template.net