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  • Process > Issues Tracking

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    Project Experience Checklist

    When you are putting together a project management team, you need to know who has what skills as well as experience. This form will help you inventory what each team member brings to the table.

    Issue Tracking Database--Access 97 Version

    Having a hard time keeping track of project and cross-project issues? This MS Access 97 customizable database is a great template for creating your own issue tracking process.

    Issue Tracking Database--Access 2000 Version

    Are you having a hard time keeping track of project and cross-project issues? This MS Access 2000 customizable database is a super template for creating your very own issue tracking process.

    Issues Tracking Form

    Face it, we all have issues, and so do our projects. Keep track of those project issues with this form.

    Issue Tracking and Resolution Form

    Use this form to formally identify, track and resolve an issue related to a project. Complete directions are included.

    PMXPO 2012
    gantthead is once again excited to be bringing you our annual virtual conference and exhibition on Thursday, May 17, 2012. It's your opportunity to learn, network, earn PDUs and gain valuable knowledge all from the comfort of your home, office-or home office. Registration is FREE, so take a minute now and make sure you don't miss out on what promises to be one of the highest-value conference experiences in project management this year.



    Issue Documenting & Tracking Form

    The following form provides a mechanism to document and track any issue during its life cycle. After an issue is created, a team should determine whether the issue has any bearing on the project and what should be the course action to address the issue. All issues must be periodically reviewed to determine if they still have any significance for the project.

    Open Issues List

    Good project management requires good record keeping. Track the status of all issues that arise and require resolution.

    Project Exception Report Summary

    This template is a simple project exception tracking log. It offers a way to document: the issue description, who is responsible for resolving it, how and when it was resolved, the impact on requirements, stakeholders and cost and the resulting best practice.

    Status Report Template

    A good project status report is invaluable. Use this template to get the highlights of your project to date down on paper.

    When Push Comes to Shove: Team Crunch Time

    - by Michael Wood

    Recently, concerns have surfaced regarding the viability of the remaining three months of your project. Management wants quantitative evidence that it will finish successfully and on time. You need to act and act now. Before hitting the panic button, rely on these proven techniques to help achieve success.

    How to Handle Issue Management in a PMO Setting

    We all have issues, and so do our projects. A good project management office has processes in place to handle issues as they come up. Here is a sample process to put into place issue management handling procedures within a PMO setting.

    Clearing Morale Killers from the Project Path

    - by Kenneth Darter, PMP

    Morale killers can disrupt and damage a project’s forward momentum. This article explores some of the ways to move past them and keep the project on track.

    Administrator or Manager: Which One Are You?

    - by Michael Wood

    It is clear that both roles are essential and integral to the success of a project, but often on small projects the manager and administrator role are combined. Regardless of which role you are playing in your organization, it is important to understand the distinctions and the need for both.

    Change Management Series

    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!

    Earthwork Inspection Report

    The earthwork inspection report will tell you at a glance if your site has been properly prepared before any construction begins.

    Global Projects, Local Problems

    - by Andy Jordan

    The project may be global, but the details are just as important. Have you considered just how wide-reaching the impact of certain issues could become on your project? There's no way all of those issues and impacts for all of your projects can be flagged on one article, but here we look at just how significant some of these issues are.

    Triage for PPM in Peril

    - by Michael Wood

    When something goes rotten in your PMO or project portfolio, all of your projects may be in jeopardy. The best way to handle crisis across multiple projects is to treat it like the train wreck it appears to be. Take a lesson from the medical community and triage the damage before you start trying to treat the wounded.

    Issues vs. Action Items

    - by Kenneth Darter, PMP

    Issues and action items are often lumped together, but there are differences--and they require different strategies to make sure they don't derail your project. Do you have a plan in place?

    Control Techniques for the Workforce: Dealing With The Unsaid

    - by Joe Wynne

    A project out of control doesn’t just happen overnight. It often takes weeks or months of inadequate knowledge of what the workforce understands about the project. Use these techniques to avoid failure due to naiveté.

    Increasing Agile Visibility

    - by Andy Jordan

    It’s not enough to manage a good agile project, you have to be seen managing it. In this article, we explore why this is the case--and look at how to provide better visibility on what’s happening on your agile initiative.

    Project HEADWAY Project Issues Log

    On projects where you have more than a handful of issues, it is helpful to have a log that you can use to easily track and understand the status of an each one. The log keeps issues at a very high-level while the details are left to the project issue identification form. Project Issue logs are often used on medium to larger projects.

    The Importance of Change Control

    - by Brad Egeland

    Why is change control so important? With everything a project manager is responsible for, why so much concern over it? What does it really mean, and how do we perform it?

    Standing Up to Stakeholders

    - by Andy Jordan

    Stakeholder management is a key part of any project--yet stakeholders are not always the easiest people to manage. The solution would appear to be simple--manage the performance of our stakeholders so that they better support the needs of the project. Yet we tend to be a little gun-shy. But guess what? There’s no reason for PMs to be scared of stakeholders.

    JPACE Project Plan

    Timing is everything, even in project management. The key to a successful project is to use JPACE--that is, to Justify, Plan, Activate, Control and End it the right way. This Microsoft Project plan will help you do just that.

    Individual Status Report

    Where exactly are we on this project, and are we on track? Status from each team member, please!

    Decision Tracking Guide

    When you come to the fork in the road, take it. Which fork? For that decision, you'll need to have a meeting. Keep track of attendees, decisions, supporting information, options, recommendations and rationales on this handy form.

    Project Concern List

    The best way to address issues and concerns is to catalog them as they happen. Use this form to list your concerns and start resolving them.

    Practical Project Control Cadence

    - by Dr. Andrew Makar, DMIT, PMP

    It's important to clarify the purpose and status reporting expectations early in the project. Here, we share a sample integration management cadence for a large project or program that effectively balances the time with the administrative overhead.

    Social Media in the World of PM

    - by Michael Wood

    Social media has become a mainstay for people and companies these days. However, not all social networking tools are prudent for use on projects--and in some cases can spell trouble. So which types of social media tools are best suited for inclusion in project communication plans?

    Trust Acts

    - by Timm Esque/T. Michael Porter

    As projects become more complex and uncertain, there is a paradox: the more you tighten controls, the less real control you achieve. The solution is to implement a coordinated set of “trust acts” at all levels. It turns out that the people working on high-stakes projects really do care about success.

    Deadline: Yesterday?

    - by Brad Egeland

    When missed task deadlines start to become a problem, it’s often due to one or more of four reasons. Examining these key possibilities can help get to the root of the problem--and get the project team back on track toward on-time delivery of critical project tasks.

    Project + Government = Change

    - by Kenneth Darter, PMP

    Transitions can be difficult when management and stakeholders change--something that happens on a regular basis in the government. Some basic guidelines can keep the project on track.

    Managing through Adversity

    - by Brad Egeland

    Adversity on a project can come in many different shapes and sizes. Here’s one PM's usual five-step process for managing through issues on a project.

    Running Effective Risk Meetings (Without Putting People to Sleep)

    - by Kenneth Darter, PMP

    Risk meetings are under-appreciated--but a vital part of risk management during project execution. A regularly scheduled risk meeting can help keep risks managed properly, and it is the project manager’s job to bring the resources to the table and help assist the project by naming and mitigating risks.

    HarperCollins Chooses Innotas

    HarperCollins needed an intuitive solution that could manage and track its Digital Technology Services work for over 100 global users. With Innotas’ on-demand IT Governance solution, the publisher was able to manage both strategic projects and sprints with the same tool.

    Tool Shop: Microsoft SharePoint

    - by Trang Husebo, PMP

    Projects benefit from tools that promote communication and collaboration among stakeholders and team members. By increasing understanding of goals, priorities, issues and expectations, tools such as Microsoft SharePoint also help to identify — and eliminate — areas of duplication, improving productivity.

    Managing Impediments to Progress

    - by Glen Alleman

    Many risk management guides describe a mitigation strategy that allocates funding and schedule margin for when a risk “comes true.” A better approach is to “buy down” the risk before it turns into an issue. Here is an example based on the U.S. Department of Defense’s approach.

    Proposal Risk Checklist

    If you're working on a proposal, you need to understand the risks involved. You certainly don't want to bite off more than you can chew. This checklist will keep you on track.

    The Agile PMO Game Theory

    - by Mike Griffiths

    Does your PMO Produce Multiple Obstacles for your project or Promote Many Opportunities for success? PMOs often get a bad reputation on agile teams, but it need not be that way--they can also add tremendous support and be a great help.

    Assessing Technical PM Competencies

    - by Andrew Makar, PMP

    In the previous installment, we reviewed five effective leadership behavior questions. This article provides a set of technical project management questions that assess the candidate’s knowledge of project management tools and techniques.

    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.

    Leadership and Career Paths for ScrumMasters

    - by Don Kim

    Much of the ScrumMaster's role has been focused on the individual effort of leading a single team through the successful completion of a Scrum project. At some point, a person who has successfully established themselves in an organization will be looked on to take on more responsibilities. What would these responsibilities be? What kind of career roadmap would be best suited for a person who is an established ScrumMaster?

    Construction Cost Tracking Sheet

    This cost tracking sheet can help you keep an eye on labor, materials, travel and expenses, equipment rental and subcontractor costs.

    Tool Shop: BrightWork

    - by Andrew Makar

    Supporting project delivery across project, program, PMO and portfolio management processes, BrightWork is a SharePoint-based collaboration tool that can be adapted to each organization’s capability and maturity level without overwhelming users with unnecessary functionality.

    Allianz Eases Project Creation, Control With Collaborative PPM

    - by Matt Light

    An IT transformation program at Allianz sought simpler creation and review of project information to let stakeholders resolve project issues more quickly, with more timely and detailed data. Allianz implemented BrightWork's pmPoint solution, leveraging its use of Microsoft Project and SharePoint.

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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.