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The Assumptions and Constraints Worksheet
The Assumptions and Risks Worksheet is used to document and track identified "assumptions and constraints" for any type of project.
Instructions
- Enter the date, preparers name and project name in the spaces provided.
The Worksheet is structured into two (2) sections. Part One is used to document assumptions and Part Two is used to document constraints.
Part One Instructions:
- Describe the assumption according to condition, circumstance or event.
- Select an appropriate "degree of confidence" (high, moderate or low) to indicate the likeliness that this assumption will be proven valid.
- Describe the assumption checkpoint (the point at which the assumption will be tested - proven true or untrue).
- Document the "if-then" analysis. example: If the assumption is proven untrue, what are the likely consequences for the project and is counterpart risk analysis required?
- Select a tracking status as appropriate (working = checkpoint pending, proven true = the assumption has passed the checkpoint and was proven valid, and proven untrue = the assumption has reached the checkpoint and was proven untrue).
Part Two Instructions:
- Describe the constraint according to condition, circumstance or event.
- Describe the impact that this constraint will have on the project.
- Document the workaround solution to be deployed in response to this constraint.
- Select a tracking status (no action taken = constraint pending, incorporated = the constraint has been factored into the appropriate element in the project plan, eliminated = the constraint has been removed without impact to the project plan.
Learn More about Assumptions and Constraints
Project-Speak: Assumptions and Constraints: Few projects begin with absolute certainty. If we had to wait for absolute certainty, most projects would never get off the ground. As projects are planned and executed, some facts and issues are known, others must be estimated. Estimation is an art, with many fine points to finesse between certainty and wishful thinking. You can't just hope you have the resources you need to do the job, and you can't wait until every resource is available to begin. You have to manage and mitigate using informed "assumptions and constraints".
Planning Templates from ITtoolkit.com
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