Rolling Plan

The Baseline Rolling Plan is used to record and plan the progression of the baseline (description) and to track and control progress, for instance following the completion of initiatives that were based upon it.

Gate Way

In a product-based planning approach, also an intermediate product target (partial baseline) could be allocated to successive stages.

In the case that certain products have not been delivered, these uncompleted products can be moved from the "gate under review," to the next gate. This must be properly documented in both gates' products.

Gate Nr. Product Target Url Gate Date Gate Authority Remarks
Gate 0 Baseline Start
Gate 1
Gate .. .. .. ..

Project Portfolio

The portfolio lists those initiatives and blueprints that use the baseline as an external product (or will contribute further baseline content during their course).

For instance, when a baseline effort has been separated from a first project, then that project will be listed in the baseline's project portfolio, and additional projects may be added later on.1

Project Url/Nr. Name Description Start Date Due Date Dependencies Responsible Status2 Risk Level3
Project 1 .. '' '' '' " " " "

Baseline Gate Review

At a baseline gate, the contributions from initiatives in its portfolio will be reviewed, and are considered for inclusion in the baseline (during the next stage).

Per gate, a number of topics could be documented. These include:

  • Assumptions and Risks
  • Initiative Schedule
  • Transition Plan
  • Performance Targets
  • Monitoring and Control Activities

Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-ShareAlike 3.0 License