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  • PM Resources > Deliverables

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    Deliverable Review Checklist and Guidelines

    A formal deliverable review by committee is a necessary evil of a software project. Guidelines for conducting deliverable review sessions must be established and followed. Check your deliverable review procedures against this list to make sure your reviews are productive and professional.

    SOW Deliverable Review Form

    Statements of work (SOWs) commonly promise lots of deliverables. Use this form to keep straight what deliverables need to be reviewed before going out the door to the client.

    Deliverable Sign-Off

    Your work was a success. The most satisfying thing about your project is getting the formal ok on the deliverable!

    Project Deliverable Approval Form

    Do your project deliverables pass muster with the client and meet with your own in-house approval? Use this form to track the status of project deliverables.

    Complexity Assessment

    Improved deliverable! Is it worth it to implement a particular application package? This assessment will help you estimate the complexity of implementing that package in your business and technical environment.

    In an age of tight budgets and global competition, businesses need IT to do more than complete on time, on budget and with the required functionality. Learn Why Spreadsheets No Longer Cut it for Strategic PMOs.



    Customer Information System Acceptance Test Plan

    Improved deliverable! The new CIS system isn't ready for prime time until business users have tested it. This plan provides guidance on the how, who, when, where, why and what of acceptance testing.

    Work Product Inspection Guidelines

    Do you turn deliverables over to clients without having them reviewed internally first? Use this example to run a work product inspection meeting and deliver your best work, guaranteed.

    Project Team Training Plan

    Improved deliverable! Use this training plan to prepare your project team to hit the ground running and get the just-in-time skills, business policy and application training they need to do the job.

    Components of a Statement of Work (SOW)

    The statement of work (SOW) encompasses the goals, scope, deliverables, cost and schedule estimates, stakeholder roles, chain of command and communication guidelines for a project. Learn how to put a quality SOW together by studying its components.

    Project Checkmate: A Tip from the Game of Kings

    - by Tom L. Barnett, PMP

    Just like the rulebook for chess, planning and preparation are important--but activation and execution requires a different view. Managing your project through the execution phase is a game of skill and experience, but if you take a tip from the chess masters there is a way to give yourself an advantage.

    Don’t Fear the WBS

    - by Dr. Andrew Makar, DMIT, PMP

    Does your organization provide the WBS as a key deliverable in your systems lifecycle? The work breakdown structure doesn't have to be as scary as the reaper--and mind mapping software makes them even more useful.

    Project HEADWAY Project Acceptance Form

    The purpose of the project acceptance form is to formally indicate that he project or phase of the project is now complete. In a summary form, it captures the key project summary information (final budget, effort and start and finish dates, a list of deliverables, and indicates closeout contracts. It becomes a primary communication vehicle to indicate that the sponsor accepted the deliverables and is formally closing the project down. It would also be used if the project were to be delayed, postponed or cancelled.

    Project Quality Plan

    Monitoring quality on your project means tracking the process as well as the product. This template will help you gather all of the quality issues in one place so you can keep on top of your project quality from justification through close-out.

    Project Impact and Recommendations Report

    Improved deliverable! Would you like to have a lot of explaining to do in the end about why your project fell short of its mark? Probably not! Report any issues that may adversely impact project schedule, resourcing, budget, scope or other key project elements, and propose alternative solutions that will minimize the impact. Don't forget to get the requisite formal approvals.

    Project Standards

    Improved deliverable! Set rules and standards to govern every aspect of your project to ensure a streamlined process and successful results. Here's a starter list of things you should standardize.

    Database Selection Form

    Improved deliverable! Selecting a database can be a daunting task. Use this form to help you make the best choice based on selection criteria and product evaluation ratings. Don't understand the terms? Then check out the glossary.

    Interactive Web Business Organizational Chart

    Improved deliverable! Who am I? Where do I fit in the scheme of things? These soul-searching philosophical questions can be answered by reading Schopenhauer or by looking at your enterprise's organization chart. Here's a typical project team structure chart for an interactive web development project, along with glossary pages of who does what.

    Unleash the Power of Kiviat Charts

    The best graphical or visual representation of complex concepts and data can be communicated through Kiviat charts. This deliverable will help you get smart on what a Kiviat chart is, what it does and how to use it properly.

    Project Charter Outline

    Putting together a project charter is a lot of painstaking work, because so much rides on it. Use our outline to get a running start.

    Project HEADWAY Roles and Responsibilities Matrix

    A key problem on many projects is the failure of the project manager to adequately define the roles and responsibilities of each project participant. Work, deliverable reviews and sign-offs are often missed because no one is quite sure of who is responsible. The purpose of this template is to layout the deliverables and activities to ensure everyone understand who is responsible for them and in what capacity.

    Environment Survey

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Technical Requirements Survey

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Options Comparison

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Recommendation Report

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    The EV Foundation

    - by Craig Curran-Morton

    Earned value can be a powerful performance measure on projects. But there are several things that need to be in place before it can ever be adopted by a PM on a single project, let alone by an organization on all of its projects.

    CRM Closing

    - by Brad Egeland

    You're trying to ensure two things at the end of the project: the customer has what they want and you have what you want. Here we look at five crucial steps to closing down the project.

    Do We Have Enough to Get There?

    - by Glen Alleman

    A Performance Measurement Baseline can be used to determine if you have everything you need to complete your project, including money, time and resources. Here is an overview of what it looks like, along with some key related activities and desired outcomes to strengthen its credibility.

    The Project Manager’s Portfolio View

    - by Andy Jordan

    What should the PM know about a larger program? Should the PMO mandate a consistent level of understanding for PMs whose initiatives fall into larger program? It's time to explore the right program-level perspective for the project level manager.

    Getting Down and Scrummy

    - by Michael Wood

    How can you adapt Scrum-like tools and techniques within a Waterfall project management environment? What can you do to reduce resistance and reap the benefits Scrum has to offer? In short, how can you get down and Scrummy within a Waterfall world? Here are some ideas you might find useful.

    The Dual-Personality PM

    - by Andy Jordan

    Can you have a successful project if the PM is also a team member? It isn't an ideal arrangement and clearly qualifies as an “alternate” approach to project management, but in the current economy it is probably more common than we might like to think.

    All Good Things...

    - by Andy Jordan

    Ending the project is about more than just post-mortems and parties (don't worry, you can still have those, too!). Here we explore why we want to ensure that the project adds to the overall organizational knowledge--and how formal closure to all of the project elements must leave no confusion, gaps or misinterpretation.

    Document Delivery

    - by Brad Egeland

    When you’re turning in documents and project deliverables to your customer, you need to consider what they’re seeing and what message you’re sending them with the quality of your output. One slip-up can send a very sloppy message that can hinder the rest of the project--and your relationship.

    Application of Function Point Analysis

    Function points are a measure of the size of a software system. To convert function points into levels of effort, the productivity of the enterprise's development teams must be known or estimated. This three-for-one zipped deliverable includes a document explaining function point analysis, instructions on how to apply a function point analysis and a worksheet set up for an Albrecht function point analysis.

    Five Strategies for Managing a Virtual Team

    - by Brad Egeland

    There are certain strategies and actions that the PM may take when managing a virtual team in order to make it more productive. These strategies will also increase the likelihood for a successful project implementation--and hopefully a very satisfied customer post-deployment.

    Siebel Scope Statement

    Begin your Siebel implementation project by defining the scope at a high level. Here's an example from the Financial industry.

    Data Warehouse Strategy Project Plan

    Need to plan a data warehouse project? This synopsis outlines the steps, deliverables and team roles for strategizing, architecting, designing and planning the implementation of a data warehouse.

    Data Warehouse Implementation Guide

    Here's an outline on how to conduct a data warehouse implementation project for a single subject area, from analysis through deployment.

    PlanView Project Charter

    You're about to implement PlanView, so you should start by describing the project and defining its purpose. This sample Project Charter will help you define your PlanView project parameters.

    Change Control Plan

    The only constant in life (and projects) is change. This plan documents a change control procedure that can handle the messiest and most extensive of changes.

    Project Manager/Team Responsibilities

    Just what is a project manager, anyway? What about the team? What roles and responsibilities do these equally vital entities have?

    Project Risk Identification and Assessment Form

    The project risk identification and assessment form should be used to assess risks to and their impact on a project. Risks to be identified using this form include scope, timescales, deliverables, resources, milestones and expenditures.

    Server Status Codes

    Ever wonder where that "HTTP 404 or Internal Server Error" message displayed on your browser comes from? And what does it mean?

    Change Request

    This simple change request form will keep you mindful of what the proposed change is and the impact it will have.

    Project Status Scorecard

    By assigning point values to how well your project is staying on schedule, how many milestones have been met, and if deliverables/products and budget utilization is going according to plan, you'll get a really good feel about how well your project is doing.

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    Requirements Management Plan Toolkit
    This toolkit includes a template and white papers to help with your requirements management planning. Download it now.