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04/08/2023 Page 1 of 19
{a project} Terms of Reference
Published date 11/5/2008Version 1.0Authors
Background
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{a project} Terms of Reference
Stakeholders are any groups or individuals that are impacted in anyway by the project
The stakeholder being defined Physical signature of stakeholder
ID Name Definition Date raised Author Killer? Version Signature Notes
Unique identifier of the stakeholder.
The precise definition of what the stakeholder is representing. Be as explicit as possible.
The date that the stakeholder was recorded on this log.
The person who recorded the stakeholder in this log.
Does this stakeholder have sign-off for any elements of this project (are they a killer stakeholder)?
Date Document version signed off
Version signed off
Sign off date
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{a project} Terms of Reference
Drivers - opportunities, problems or compliance issues that are causing the project to be needed
No Given the desire to… …it follows that… …but issues that have arisen are… …resulting in the problems of Date record Recorded by Status Notes
Unique identifier of the driver
What the stakeholders want to do
What must be in place in order for the stakeholders desires to be satisfied
The reasons why the stakeholders desires are not being satisfied as at the start of the project
The issues that the organisation faces as a result of not being able to do what the stakeholders wants to be able to do
The date the entry was made
Who originally generated the driver
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{a project} Terms of Reference
Objectives - the definition of measures and targets that will prove that success has been achieved
Status of the Objective
ID Cause Effect Measure Target Date raised Author Originator Status Notes
Unique identifier of the objective.
The problem to be addressed, opportunity exploited or compliance maintained
The effect of the objective - it will increase, decrease or maintain some measure.
The precise definition of what the objective is. Be as explicit as possible.
The score or range which defines that the objective has been achieved.
The date that the objective was recorded on this log.
The person who generated the objective in this log.
Who originated the Objective
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{a project} Terms of Reference
Principles - essentially objectives without any targets associated with them: success cannot be proved by themIn practice what this means is that principles are to be adhered to in spirit wherever practical to do so.
The principle being defined The precise definition of what the principle is. Be as explicit as possible.
ID Name Cause Effect Definition Date raised Author Originator Status Notes
Unique identifier of the principle.
The problem to be addressed, opportunity exploited or compliance maintained
The effect of the principle - it will increase, decrease or maintain some measure.
The date that the Principle was recorded on this log.
The person who generated the Principle in this log.
Who originated the Principle
Status of the Principle
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{a project} Terms of Reference
Scope - the dimensions by which extent of the impact is defined.
ID Dimension Name Date raised Author Originator Status Notes
The Emergency Care Centre comprises of 7 different areas and a dedicated x-ray facility.
These area's are as follows:Adult Main Assessment Area - 16 cubiclesAdult Minor Injuries - 10 cubiclesChildren's Emergency Centre - 9 cubicles including HDU bayResuscitation - 5 baysClinical Decisions Area - 10 bedsGP Assessment Area - 11 bedsTriage - 3 assessment cubiclesMedical Staff6 Consultants12 speciality doctors
11 traineesClinical Director is Mr Stewart McMorranAnn Carey - Associate General ManagerNursing StaffDiane Lee - Modern MatronGill Davenport - Practice Development NurseJohn Hutchinson - Resuscitation Nurse25 sisters/charge nurses
Unique identifier of the scope.
The unit by which scope is being measured
The element(s) of the dimension that is setting the scope for the project. Be as explicit as possible.
The identifiers of objectives and/or principles that the scope contributes to the achievement of.
The date that the scope was recorded on this log.
The person who generated the scope in this log.
Who originated the scope
Status of the scope
Objectives/Principles mapping
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{a project} Terms of Reference
Scope - the dimensions by which extent of the impact is defined.65 staff nurses20 auxiliary nurses6 housekeepers18 reception staffEmergency Nurse Practitioners {ENPs} are employed in minors to independently see, assess, diagnose and treat patients with minors injuries and illness. The service operates from 07.30am until midnight 7 days a week.Advanced Nurse Practitioners are employed in the department who independently see, assess, diagnose and treat patients with a variety of illness.ThrombolysisThe specialist thrombolysis nurses compliment the nursing team in resuscitation where they see and assess patients attending with chest pain. The service is led by Sister Rebecca Keld.
AttendancesIn the year 2007/08 there where 85,227 new attendances and approximately 8,000 reviews attending the Emergency Care Centre. This equates to approximately 234 patients every day ranging from cardiac arrests, heart attacks, car accidents, sprained ankles, broken legs and cut fingers.
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{a project} Terms of Reference
Out of Scope - the dimensions that have been defined as specifically out of scope.
Rationale for being declared out of scope
ID Dimension Name Reason Date raised Author Originator Status Notes
Unique identifier of the scope.
The unit by which scope is being measured
The element(s) of the dimension that has been declared out of scope for the project. Be as explicit as possible.
The date that the scope was recorded on this log.
The person who generated the scope in this log.
Who originated the scope
Status of the scope
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{a project} Terms of Reference
Context - the interactions the solution will have with stakeholders and why
Title of the interface. Purpose of the interface Status of the context
ID Title Description Purpose stakeholder Source Target Date raised Author Originator Status
Unique identifier of the context.
Description of the interface and contents.
The identifiers of objectives and/or principles that the context element contributes to the achievement of.
The stakeholder that the project or solution interfaces with.
The source of the communication in terms of the project or solution or an stakeholder
The target of the communication in terms of the project or solution or an stakeholder
The date that the context was recorded on this log.
The person who generated the context in this log.
Who identified the context element
Objectives/Principles mapping
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{a project} Terms of Reference
Requirements - What will the solution be able to do? What does it require non-functionally?
ID Definition Objectives mapping Date raised Author Originator Status Notes
Unique identifier of the requirement.
Categorisation of the requirement
The precise definition of what the requirement is. Be as explicit as possible.
The identifiers of objectives that the requirement contributes to the achievement of.
The date that the requirement was recorded on this log.
The person who generated the requirement in this log.
Who originated the requirement
Status of the requirement
Requirement type
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{a project} Terms of Reference
Requirements - What will the solution be able to do? What does it require non-functionally?
ID Definition Objectives mapping Date raised Author Originator Status Notes
Unique identifier of the requirement.
Categorisation of the requirement
The precise definition of what the requirement is. Be as explicit as possible.
The identifiers of objectives that the requirement contributes to the achievement of.
The date that the requirement was recorded on this log.
The person who generated the requirement in this log.
Who originated the requirement
Status of the requirement
Requirement type
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{a project} Terms of Reference
Assumptions - assumptions are made in order to allow work to progress but have an impact if they are false.Note: Assumptions associated with Issues are documented with the relevant issue
ID Name Impact Definition Implications Date raised Author Action plan Owner Progress notes Status
Unique identifier of the assumption.
The shorthand description of the assumption by which it will be referred to.
If the assumption proves to be false, what level impact will there be on the project
The precise definition of what the assumption is. Be as explicit as possible.
What material impact would the assumption being wrong have on the project?
The date that the assumption was recorded on this log.
The person who generated the assumption in this log.
The tasks that are being undertaken to prove the assumption. Be as definitive and explicit as possible.
The person (not group or organisation unit) who has responsibility for ensuring that the action plan is followed.
Notes (with dates and initials) relating to what has been done to progress the action plan.
Current status of the assumption.
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{a project} Terms of Reference
Issues - events that have happened that impact the work underway but are not controllable by those engaged in that work
ID Name Definition Date raised Author Action plan Assumptions Owner Resolution date Progress notes Status
Unique identifier of the Issue.
The shorthand description of the issue by which it will be referred to.
The precise definition of what the issue is. Be as explicit as possible.
The date that the issue was recorded on this log.
The person who generated the issue in this log.
The tasks that are being undertaken to resolve the issue. Be as definitive and explicit as possible.
Any assumptions being made that allows work to progress in spite of the issue.
The person (not group or organisation unit) who has responsibility for ensuring that the action plan is followed.
The date that Project Team agreed the issue had been resolved and needs no further monitoring.
Notes (with dates and initials) relating to what has been done to progress the action plan.
Current status of the issue.
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{a project} Terms of Reference
Risks - events that have not happened which if they did happen would impact the Project but are not controllableby the Project
ID Name Impact Likelihood Definition Date raised Author Action plan Owner Progress notes Status
Unique identifier of the risk.
The shorthand description of the risk by which it will be referred to.
If the risk materialises an becomes an issue, how sever will the impact be on the project?
What is the probability that the risk will materialise and become an issue?
A status calculated from the Impact and Likelihood entries for a risk
The precise definition of what the risk is. Be as explicit as possible and state what the implications to the Businesses are of the risk.
The date that the risk was recorded on this log.
The person who generated the risk in this log.
The tasks that are being undertaken to mitigate the risk. Be as definitive and explicit as possible.
The person (not group or organisation unit) who has responsibility for ensuring that the action plan is followed.
Notes (with dates and initials) relating to what has been done to progress the action plan.
Current status of the risk.
Risk rating
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{a project} Terms of Reference
What material impact does the Dependency have on you?
ID Name Definition Implications Date raised Author Status
Dependencies - elements outside of project control that are required by the solution or required of the solution
Unique identifier of the Dependency.
The shorthand description of the Dependency by which it will be referred to.
The precise definition of what the Dependency is. Be as explicit as possible.
The date that the Dependency was recorded on this log.
The person who generated the Dependency in this log.
Current status of the Dependency.
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{a project} Terms of Reference
Constraints - what factors outside of the control of the project materially affect what the project is allowed to do.
The precise definition of what the constraint is. Be as explicit as possible. What material impact does the constraint have on the project?
ID Name Definition Implications Date raised Author Status
Unique identifier of the constraint.
The shorthand description of the constraint by which it will be referred to.
The date that the constraint was recorded on this log.
The person who generated the constraint in this log.
Current status of the constraint.
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{a project} Terms of Reference
Glossary of terms - any term that needs defining
The term being defined The precise definition of what the term is. Be as explicit as possible.
ID Name Definition
Unique identifier of the term.
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