Mission-critical projects need to be well-justified, with clear goals that can be referenced throughout the life of the project. This business case template offers an excellent approach to goal-setting and a way to communicate those goals effectively.
This zipped file contains 11 separate Word and Excel templates and examples to help you manage change, observe issues and track tasks. It's a one-stop-shop for change management!
Use this document to improve the research the project manager conducts to complete a communication plan.
The purpose of a status report is to provide the project sponsor, the steering committee and other stakeholders with an understanding of how the project is progressing. The status report template allows the project manger to provide the audience members with a high-level view of the project. The template provides them with enough information in order to for them to understand project progress whilst not so much information as to overwhelm them.
This 23 point, 5 page risk management plan addresses 6 categories of project risk. It is particularly good for non-technical projects. It's simple, yet solid approach enables you to create a thoughtful and defensible risk management plan within a short timeframe.
This PowerPoint presentation template offers a step-by-step outline for emerging project management offices (PMO) to use when educating the larger organization about their purpose, scope and key functions. Based on a PMO marketing presentation used within a Fortune 500 company's IT organization, the template can be tailored, customized and reused according to your PMO's specific structure, mandate and needs.
Newly Revised Template! A mission statement is the summary of the project's vision. Make yours a good one! Here's a checklist to help you formulate it.
Use this template to create a cumulative cost curve if you have a good idea of how your costs will be broken out over the life of your project.
The purpose of the project proposal template is the first step to gain approval of a project moving forward. Similar to a project charter, it provides the initiator of the project with an avenue to document the purpose of the project, the objectives, and the basic information need to see the project approved through to the planning stage.
This document provides the project sponsor, the steering committee and other stakeholders with an understanding of how the change is being received. The status report template allows the project manger to provide the audience members with a high-level view of the status of the change. The template provides them with enough information in order to for them to understand change progress whilst not so much information as to overwhelm them.
The Team Status view is a custom view that was created by building a custom table and view in MS-Project. Instead of building the view yourself, you can copy the view from this template into MS-Project's GLOBAL.MPT file, the default template that exposes MS-Project's options, settings, calendars and views for use with other project files. Once a view is copied to the GLOBAL.MPT file it is available to other project files on the computer.
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.
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.
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.
In order to resolve the defects inherent in most initiative prioritization efforts, there needs to be a pragmatic set of criteria against which each initiative can be ranked. This template can be used to help accomplish this objective.
The Project Investment Summary template helps you calculate the value of your project to the organization in very tangible, financial terms. (works best for projects that will produce actual cash and profits)
This template will allow you to create multiple scenarios with quick budget estimates for the purposes or discussion and high-level decision-making.
When a project is complete, it can be very useful to revisit the project in its entirety to understand if it actually met the original goals and objectives that it was initiated to do. The post implementation review template provides a direction and focus to the post implementation reviewing guiding the project manager or anyone else leading the review through an organized process.
When the necessary resources (people, material or equipment) cannot be found within an organization, those resources will have to be procured from the outside. This template provides the project with a plan to capture the key information required to plan and manage the contracting process including understanding the type, quantity and quality of the resources required.
This template provides the project team with a template to capture and disseminate the meeting minutes from a project meeting.
The purpose of the project plan is to provide the project manager with one document that can be used to bring together all the necessary project document required to see a project approved in one place. It provides the basis for approval of the project and allows all stakeholders, including the project manager, with one planning document. The project plan is the culmination of all the planning effort on the project and provides the basis for approval of the project.
On many projects, quality is often poorly defined and/or poorly communicated. The purpose of this template allows the project manager to define quality on the project and detail the required metrics and steps necessary to ensure a quality project.
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.
No company wants to halt its operations under extenuating circumstances for any length of time. Use this risk management document template to create a specific plan of backup and recovery procedures so that work can flow uninterrupted when change strikes.
Keep track of your budget with this year-long template.
Here's a template, with attached examples, for testing your Data Warehouse canned queries (analytical reports).
Here's a template you can use to standardize bug or error message reports.
User involvement is key to designing an effective application and a good user interface. Give the business users a template of standards and procedures to follow so that they can describe how they do their work, including workflow, and thus how the application should work for them.
Success in convincing executive leadership to spend money on project management is difficult, unless a sophisticated "sales relationship" is developed. The steps in this template are designed to show project managers how to develop and cultivate such a sales relationship to upper management.
Use this template to help select the right team members for your project and to assess the skills of existing team members before you prepare the team training plan.
User stories can help you efficiently and effectively describe what knowledge management should look like for your unique organization. This template provides insight on how to use user stories to help you define your KM universe.
Use this template for tracking your package vendor relationships.
Change is good, but just remember to document it, particularly since it will affect the bottom line. This template does just that in a simple and most straightforward fashion.
A Microsoft Excel file containing three interconnected worksheet templates for income statement, balance sheet and cash flow statement. Use this file to develop your financial statements, with customized headings, that are linked together.
Complete and accurate requirements are possible if you use a template that takes the guesswork out of the process--changes in the user's mind notwithstanding.
This template is designed to assist the project manager with ensuring an accurate and complete description of a system release in a concise format. Guidance is provided to assist with effectively communicating to stakeholders, subject matter experts, trainers, technical writers, business analysts, testers and others.
This template is designed to assist the project manager with planning for Sarbanes-Oxley communications and training. After a group of stakeholders meet to complete the template, results feed into training plans and communication plans.
This template is designed to assist the project manager with identifying and responding to obstacles for those individuals who are experienced in their duties, but new to the company and/or project. This template and procedure is not designed to replace any onboarding or orientation procedure, but may be used to enhance those procedures.
This template is designed to assist with developing a communication plan and specific messages when new governance standards are being implemented throughout the IT organization. This template does not include training, which is also a part of standards deployment, but focuses on the “marketing effort” that is weak in many deployments.
This template helps define specific roles and responsibilities for a company, as discussed in the "Defining Roles for IT Governance" series.
This template presents a starting point that can be further enhanced and refined to match your company’s approach to projects complexity assessment.
If you need a simple, straightforward project plan template for an IT project, we have what you are looking for.
This template is designed to assist the project manager plan for using an outsourced group in a project.
This template is designed to assist the project manager to improve the value of the project workforce (the "Return to Project Manager") by reducing costs and increasing factors that increase the value of the workforce. The tasks generated using this organizer are to be used in the Planning stage of the project.
This very detailed template helps you define your project's unique value proposition and compare it against other projects being proposed within your organization. It outlines three simple steps to help you understand and articulate your project's relative value to others. If you’re struggling with getting your effort approved, this template is a must-have.
Use this template with the Evaluating and Selecting PPM Software story, which has full instructions.
This template will give you a solid structure for your project budget. It is organized by project phase and includes subtabs for major categories of project spend.
This basic Business Requirements Documentation template covers business function requirements, reports, interfaces, exceptions, and forms.
This is a detailed Project Charter template for projects of any size. It is full of hints and tips to guide you through the chartering process.
This template allows the project manager to fully understand the communication needs of stakeholders on the project. Stakeholders expectations and requirements can be documented ensuring there is a clear understanding of the why, when, how and what of the project’s communications.
