[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-241469-105":53,"doc-detail-241469-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","project-management-plan-high-level-planning-template","Project Management Plan - High-Level Planning Template","","High-level project management plan template to visualize and manage the key components of a generic strategic convening. Provides a reusable framework to define convening purpose, design approach, date and location, then assigns clear roles across sponsorship, production, content, design, communications, facilitation and technology. Includes phased planning timelines for in-person and virtual tracks, covering strategy alignment, kickoff cadence, communications plans, participant outreach, RSVPs, logistics setup, and iterative design and agenda development.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/project-management-plan-high-level-planning-template/241469/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/project-management-plan-high-level-planning-template/241469.png","ImageObject",442,249,{"name":88,"@type":89},"Margaret","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-11","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What roles are defined in the project management plan template?","Question",{"text":108,"@type":109},"The template lists roles such as Sponsor, Executive Producer, Content Lead, Project & Communications Manager, Project Assistant, Design Lead, Facilitator/MC, Technology/AudioVisual Manager, Note taker(s), and a Day Of Decision Maker.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the plan differ for in-person versus virtual convenings?",{"text":113,"@type":109},"It provides separate planning lead times and logistics decisions, including location and logistics provider for in-person, and selecting a technology platform for virtual delivery.",{"name":115,"@type":106,"acceptedAnswer":116},"What activities are covered in Phase I?",{"text":117,"@type":109},"Phase I focuses on confirming purpose and strategy, aligning on the core team and roles, running a kickoff, setting check-in cadence, building communication plans, identifying pre-convening materials, and managing participant lists and save-the-dates/invitations with RSVP tracking.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},241469,1791719364,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":135,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":76},137451207643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","(Convening Name) Project Management Plan  \nNote: This is a high-level planning template meant to help you visualize and understand the various components of planning a generic strategic convening. We expect that you will calibrate and customize this framework for your specific needs.  \nConvening Purpose:  \nDesign Approach:  \nConvening Date:  \nConvening Location:  \nPart 1. Roles and Responsibilities  \n\n| Roles | Assigned |\n| --- | --- |\n| Sponsor: Calls for the convening, defines its purpose, sets the overall vision and outline of the design and oversees the process at a high level; oversees budgets and contracts. |  |\n| Executive Producer: Coordination and alignment between design team and client; Attends initial planning and design meetings and jumps in to help course correct. |  |\n| Content Lead: Sets vision and goal, convening strategy in consultation with design team; Determines speakers and facilitators; Engages with the design team to develop design, agenda, and run of show; Determines participant mix, speakers, and facilitator. |  |\n| Project & Communications Manager: Note for Bellagio convenings, some of these roles may be handled by the convening production partner as determined by their scope of work, especially“Communications & Outreach.”\u003Cbr>Project Management: Creates and manages project plan; Sends regular status updates with suggested next steps and action items; Schedules meetings with consultants; Develops run of show / moderator agenda and manages changes. The project manager may also play the following roles if not assigned to someone else: |  |\n\n\n| Communications & Outreach: Develops and manages invitation list; Sends invitations and manages RSVPs; Sends post-convening survey; Invites speakers and manages their experience throughout.\u003Cbr>Messaging & Materials Management: Works with the Content Lead to ensure that all materials are accurate, professional and complete. This may mean interfacing with speakers and facilitators to secure material from them in the proper format in a timely fashion; Ensures assets like bios, agenda, and pre-read are in order for distribution to attendees; Manages note takers and plans for post convening report outs. |  |\n| --- | --- |\n| Project Assistant: Works with the Project Manager and the Content Lead to manage the materials, communications and outreach as needed for partners, speakers and participants (may be handled by Project Manager) . |  |\n| Design Lead: Determines tactics and agenda flow based on selected convening purpose and content; Prepares moderator agenda. |  |\n| Facilitator / MC: The main forward facing personality during the convening itself; Needs to understand the content and design and engage the participants fully. Needs to act quickly on their feet to keep the program moving in harmony with the purpose. |  |\n| Technology or AudioVisual Manager: Manages the technology to make the convening happen, either via a technology platform if done virtually or via presentations or other means if in-person. |  |\n| Note taker(s): The note takers are familiar with the subject area and meticulous in capturing complex ideas accurately in real time; They attend the convening and capture the substance of what happens to inform post-convening communications and reports. |  |\n| Day Of Decision Maker (Typically Sponsor or Content Lead): On call to manage day of needs; revise agenda and adjust as needed. |  |\n\nPart 2. Project Management Plan  \nPhase I  \nRoles Needed: Sponsor, Executive Producer, Project Manager, Content Lead, Content Assist, Design Lead  \n\n| Define Convening Purpose & Strategy |  |  |  |\n| --- | --- | --- | --- |\n| In-person: 6-9 months out |  | Virtual: 3-4 months out |  |\n| Task | Lead | Status | Due Date |\n| Confirm purpose of convening with key leadership |  |  |  |\n| Align on high-level strategy for the convening |  |  |  |\n| Agree on core project team & roles |  |  |  |\n| Set kick off meeting, including with convening production partner |  |  |  |\n| Schedule","cbCainj8EeZi4Do2","https://ap.wps.com/l/cbCainj8EeZi4Do2","pdf",255752,7,8,"English","# Roles and Responsibilities\n## Project Management Plan\n### Phase I\n### Phase II","[{\"question\":\"What roles are defined in the project management plan template?\",\"answer\":\"The template lists roles such as Sponsor, Executive Producer, Content Lead, Project \\u0026 Communications Manager, Project Assistant, Design Lead, Facilitator/MC, Technology/AudioVisual Manager, Note taker(s), and a Day Of Decision Maker.\"},{\"question\":\"How does the plan differ for in-person versus virtual convenings?\",\"answer\":\"It provides separate planning lead times and logistics decisions, including location and logistics provider for in-person, and selecting a technology platform for virtual delivery.\"},{\"question\":\"What activities are covered in Phase I?\",\"answer\":\"Phase I focuses on confirming purpose and strategy, aligning on the core team and roles, running a kickoff, setting check-in cadence, building communication plans, identifying pre-convening materials, and managing participant lists and save-the-dates/invitations with RSVP tracking.\"}]","Project Management Plan - High-Level Planning Template | PDF",1789175763]