# Project Plan Template
# Standardized template for data project planning and management across the AI Agentic Data Stack Framework

metadata:
  template_id: "project-plan-tmpl"
  name: "Project Plan Template"
  version: "1.0.0"
  description: "Comprehensive template for planning and managing data projects with timelines, resources, and deliverables"
  category: "business-process"
  tags: ["planning", "project-management", "timeline", "resources", "deliverables"]
  created_by: "AI Agentic Data Stack Framework"
  created_date: "2025-01-23"
template:
  name: "Project Plan Template"
  description: "Template for project plan implementation and management"
  version: "1.0.0"


# Project Configuration
project_config:
  project_id: "${project_id}"
  project_name: "${project_name}"
  description: "${project_description}"
  project_type: "${project_type}" # data_analytics, ml_implementation, data_migration, infrastructure
  methodology: "${project_methodology}" # agile, waterfall, hybrid
  
# Project Overview
project_overview:
  business_case: "${business_case}"
  project_objectives: ["${project_objectives}"]
  success_criteria: ["${success_criteria}"]
  expected_outcomes: ["${expected_outcomes}"]
  business_value: "${expected_business_value}"
  
# Project Team
project_team:
  # Project Leadership
  leadership:
    project_sponsor: "${project_sponsor}"
    project_manager: "${project_manager}"
    technical_lead: "${technical_lead}"
    business_lead: "${business_lead}"
    
  # Core Team Members
  core_team:
    - member_id: "${team_member_id}"
      name: "${team_member_name}"
      role: "${team_member_role}"
      department: "${team_member_department}"
      allocation_percentage: ${allocation_percentage}
      start_date: "${member_start_date}"
      end_date: "${member_end_date}"
      
  # Extended Team
  extended_team:
    - member_id: "${extended_member_id}"
      name: "${extended_member_name}"
      role: "${extended_member_role}"
      involvement_type: "${involvement_type}" # consultant, reviewer, subject_matter_expert
      
  # External Resources
  external_resources:
    vendors: ["${vendor_companies}"]
    consultants: ["${consultant_firms}"]
    contractors: ["${contractor_individuals}"]

# Project Scope
project_scope:
  # In Scope
  in_scope:
    deliverables: ["${in_scope_deliverables}"]
    systems: ["${in_scope_systems}"]
    processes: ["${in_scope_processes}"]
    data_domains: ["${in_scope_data_domains}"]
    
  # Out of Scope
  out_of_scope:
    excluded_items: ["${out_of_scope_items}"]
    future_considerations: ["${future_scope_items}"]
    
  # Assumptions
  assumptions:
    - assumption_id: "${assumption_id}"
      assumption_description: "${assumption_description}"
      validation_required: ${assumption_validation_required}
      
  # Constraints
  constraints:
    - constraint_id: "${constraint_id}"
      constraint_type: "${constraint_type}" # budget, time, resource, technical
      constraint_description: "${constraint_description}"
      impact: "${constraint_impact}"

# Work Breakdown Structure
work_breakdown_structure:
  # Phase 1: Project Initiation
  phase_1:
    phase_name: "Project Initiation"
    phase_description: "${initiation_phase_description}"
    duration_days: ${initiation_duration_days}
    
    tasks:
      - task_id: "${task_id}"
        task_name: "${task_name}"
        description: "${task_description}"
        duration_days: ${task_duration_days}
        effort_hours: ${task_effort_hours}
        assigned_to: "${task_assignee}"
        dependencies: ["${task_dependencies}"]
        deliverables: ["${task_deliverables}"]
        
  # Phase 2: Analysis and Design
  phase_2:
    phase_name: "Analysis and Design"
    phase_description: "${analysis_design_phase_description}"
    duration_days: ${analysis_design_duration_days}
    
  # Phase 3: Development and Implementation
  phase_3:
    phase_name: "Development and Implementation"
    phase_description: "${development_phase_description}"
    duration_days: ${development_duration_days}
    
  # Phase 4: Testing and Validation
  phase_4:
    phase_name: "Testing and Validation"
    phase_description: "${testing_phase_description}"
    duration_days: ${testing_duration_days}
    
  # Phase 5: Deployment and Rollout
  phase_5:
    phase_name: "Deployment and Rollout"
    phase_description: "${deployment_phase_description}"
    duration_days: ${deployment_duration_days}

# Timeline and Milestones
timeline_milestones:
  # Project Timeline
  project_timeline:
    project_start_date: "${project_start_date}"
    project_end_date: "${project_end_date}"
    total_duration_days: ${total_project_duration}
    
  # Key Milestones
  milestones:
    - milestone_id: "${milestone_id}"
      milestone_name: "${milestone_name}"
      milestone_date: "${milestone_date}"
      milestone_description: "${milestone_description}"
      success_criteria: ["${milestone_success_criteria}"]
      deliverables: ["${milestone_deliverables}"]
      
  # Critical Path
  critical_path:
    critical_tasks: ["${critical_path_tasks}"]
    critical_path_duration: ${critical_path_duration_days}
    buffer_time: ${buffer_time_days}

# Resource Planning
resource_planning:
  # Human Resources
  human_resources:
    total_effort_hours: ${total_effort_hours}
    peak_team_size: ${peak_team_size}
    resource_calendar: "${resource_calendar_location}"
    
    # Resource Requirements by Role
    role_requirements:
      - role: "${required_role}"
        required_hours: ${role_required_hours}
        skill_level: "${required_skill_level}"
        availability_window: "${role_availability_window}"
        
  # Technical Resources
  technical_resources:
    infrastructure_requirements: ["${infrastructure_requirements}"]
    software_licenses: ["${software_licenses}"]
    cloud_resources: ["${cloud_resources}"]
    
  # Budget Planning
  budget_planning:
    total_budget: ${total_project_budget}
    budget_breakdown:
      personnel_costs: ${personnel_costs}
      infrastructure_costs: ${infrastructure_costs}
      software_costs: ${software_costs}
      external_services: ${external_services_costs}
      contingency: ${contingency_budget}

# Deliverables and Artifacts
deliverables_artifacts:
  # Primary Deliverables
  primary_deliverables:
    - deliverable_id: "${deliverable_id}"
      deliverable_name: "${deliverable_name}"
      deliverable_type: "${deliverable_type}" # document, system, process, data
      description: "${deliverable_description}"
      acceptance_criteria: ["${deliverable_acceptance_criteria}"]
      due_date: "${deliverable_due_date}"
      responsible_party: "${deliverable_owner}"
      
  # Supporting Artifacts
  supporting_artifacts:
    documentation: ["${project_documentation}"]
    code_repositories: ["${code_repositories}"]
    configuration_files: ["${configuration_files}"]
    
  # Quality Standards
  quality_standards:
    documentation_standards: "${documentation_standards}"
    code_quality_standards: "${code_quality_standards}"
    testing_standards: "${testing_standards}"

# Risk Management
risk_management:
  # Risk Assessment
  risk_assessment:
    - risk_id: "${risk_id}"
      risk_description: "${risk_description}"
      risk_category: "${risk_category}" # technical, resource, schedule, budget
      probability: "${risk_probability}" # high, medium, low
      impact: "${risk_impact}" # high, medium, low
      risk_score: ${calculated_risk_score}
      
  # Risk Response Plans
  risk_response:
    - risk_id: "${response_risk_id}"
      response_strategy: "${response_strategy}" # avoid, mitigate, transfer, accept
      response_actions: ["${response_actions}"]
      responsible_party: "${risk_response_owner}"
      target_date: "${response_target_date}"
      
  # Risk Monitoring
  risk_monitoring:
    monitoring_frequency: "${risk_monitoring_frequency}"
    escalation_triggers: ["${risk_escalation_triggers}"]
    risk_register_location: "${risk_register_location}"

# Communication Plan
communication_plan:
  # Stakeholder Communication
  stakeholder_communication:
    - stakeholder_group: "${stakeholder_group}"
      communication_method: "${communication_method}"
      frequency: "${communication_frequency}"
      content_type: "${communication_content_type}"
      responsible_party: "${communication_owner}"
      
  # Project Reporting
  project_reporting:
    status_reports:
      frequency: "${status_report_frequency}"
      distribution_list: ["${status_report_recipients}"]
      template: "${status_report_template}"
      
    executive_dashboards:
      dashboard_url: "${executive_dashboard_url}"
      update_frequency: "${dashboard_update_frequency}"
      key_metrics: ["${dashboard_key_metrics}"]
      
  # Meeting Schedule
  meeting_schedule:
    - meeting_type: "${meeting_type}"
      frequency: "${meeting_frequency}"
      duration: "${meeting_duration}"
      participants: ["${meeting_participants}"]
      agenda_template: "${meeting_agenda_template}"

# Quality Management
quality_management:
  # Quality Assurance
  quality_assurance:
    qa_processes: ["${qa_processes}"]
    quality_gates: ["${quality_gates}"]
    review_checkpoints: ["${review_checkpoints}"]
    
  # Testing Strategy
  testing_strategy:
    testing_types: ["${testing_types}"]
    testing_environments: ["${testing_environments}"]
    test_data_strategy: "${test_data_strategy}"
    
  # Quality Metrics
  quality_metrics:
    - metric_name: "${quality_metric_name}"
      target_value: "${quality_metric_target}"
      measurement_method: "${quality_measurement_method}"

# Change Management
change_management:
  # Change Control Process
  change_control:
    change_request_process: "${change_request_process}"
    change_approval_authority: "${change_approval_authority}"
    impact_assessment_procedure: "${impact_assessment_procedure}"
    
  # Organizational Change Management
  organizational_change:
    change_readiness_assessment: "${change_readiness_assessment}"
    training_plan: "${training_plan_location}"
    communication_strategy: "${change_communication_strategy}"
    
  # Version Control
  version_control:
    document_versioning: "${document_versioning_strategy}"
    code_versioning: "${code_versioning_strategy}"
    release_management: "${release_management_process}"

# Success Measurement
success_measurement:
  # Success Criteria
  success_criteria:
    - criteria_id: "${success_criteria_id}"
      criteria_description: "${success_criteria_description}"
      measurement_method: "${criteria_measurement_method}"
      target_value: "${criteria_target_value}"
      
  # Key Performance Indicators
  kpis:
    - kpi_name: "${kpi_name}"
      kpi_description: "${kpi_description}"
      measurement_frequency: "${kpi_measurement_frequency}"
      target_value: "${kpi_target_value}"
      baseline_value: "${kpi_baseline_value}"
      
  # Business Value Measurement
  business_value_measurement:
    roi_calculation: "${roi_calculation_method}"
    cost_benefit_analysis: "${cost_benefit_analysis_location}"
    value_realization_timeline: "${value_realization_timeline}"

# Project Closure
project_closure:
  # Closure Activities
  closure_activities:
    final_deliverable_acceptance: "${final_acceptance_process}"
    knowledge_transfer: "${knowledge_transfer_plan}"
    resource_release: "${resource_release_plan}"
    
  # Lessons Learned
  lessons_learned:
    lessons_learned_session: "${lessons_learned_session_date}"
    key_learnings: ["${key_learnings}"]
    recommendations: ["${future_recommendations}"]
    
  # Post-Implementation Support
  post_implementation:
    support_model: "${post_implementation_support_model}"
    support_duration: "${support_duration}"
    transition_plan: "${transition_plan_location}"

# Validation Rules
validation_rules:
  required_fields:
    - project_id
    - project_name
    - project_overview
    - project_team
    - work_breakdown_structure
    - timeline_milestones

# Template Metadata
template_metadata:
  author: "AI Agentic Data Stack Framework"
  maintainer: "Project Manager"
  last_updated: "2025-01-23"

sections:
  - name: "overview"
    description: "Overview and objectives"
    required: true
  - name: "configuration"
    description: "Configuration and setup"
    required: true
  - name: "implementation"
    description: "Implementation details"
    required: true
  - name: "validation"
    description: "Validation and testing"
    required: false