Balanced Scorecard Template Series
This is the grandmother of all balanced scorecard templates! Here are 18 (count 'em, 18!) Excel templates that will help you develop a balanced score card from start to finish.
Software Package Selection > Implementation and Scorecard
Organizational Balanced Scorecard Template
All strategy identification initiatives should include the process of developing a balanced scorecard. The scorecard should be leveraged for the continuing evaluation and evolution of an e-commerce strategy. As the business strategy changes, the list of metrics should also be considered for revision in order to ensure compliance with strategic direction. Here's a template to get your scorecard in order.
Process Evaluation Scorecard
Here's a quick and dirty way to determine if a methodology or process is a roadmap or a roadblock.
Application Portfolio Management: Governance, Process and Execution
From Gartner. In this session from the June 2005 PPM Summit, Jim Duggan, Research Vice President for Gartner, looks at the elements of governance, assessment and operational processes that successful implementations have exploited.
Project Portfolio Management on a Dime
With little extra money but plenty of extra time, smart IT managers are learning how to improve PPM functions without breaking the bank. Here are seven ways to get creative with PPM on the cheap.
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.
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.
Dashboards, Scorecards and Project Status (Oh My!)
Stakeholders need to know the status of a project. A good status report will report status and also foster communication to benefit the project’s health. Here, we explore some of your options.
PMO Perspectives
As we enter 2011, it's time for a refresher--it's the perfect time to explore the cross section of views and perspectives about PMOs. It's the perfect time to see what others are thinking regarding the state of PMOs, and this article will focus on starting a PMO, avoiding PMO failure, trends and the future of the PMO.
Project Leader Health Check
As the year draws to an end, it’s a good time for self-examination, professional and personally. For project managers, it’s important to conduct an honest assessment of your leadership and communications performance this past year — and identify opportunities for improvement in the coming year.
Is Your PMO Getting the Job Done?
The purpose of the PMO is to create a more efficient, more successful project portfolio. How do you know if your PMO is getting the job done? That's where PMO governance comes into play.
What's It Worth?: Measuring the PMO
At the end of the day, the real measure of a PMO’s effectiveness is the degree to which it improves the speed, cost and consistency of project success. Here's how to evaluate that effectiveness.
CRM Application Implementation
Get your next CRM implementation off on the right track with this extensive project plan.
Logical Data Model Project Plan
Do you need a clear, understandable and consensus-driven logical data model for a client data warehouse implementation? This sample Logical Data Model Project Plan (in Word format) outlines the information you will need to include in your plan.
Project Post-Implementation Survey
Implementation has taken place. Now it's time to ask your client as well as your project team some burning questions: What worked well? What could have been done better? What recommendations do you have for future projects?
Project Post-Implementation Review Report
Use the post-implementation review report to supply information about the outcomes and success of a project.
Keeping Score
Is your organization using the Balanced Scorecard to measure the success of strategic initiatives and processes? A 2007 book takes on the popular management-by-metrics methodology, deeming it antiquated and insufficient. Here, one of the book's authors puts forward six reasons to consider using a real-time approach, the Performance Power Grid.
E-Learning Implementation Technical Problem Avoidance Planner
Common problems afflict every e-learning implementation project. This template lists the problems and assists with avoiding the problems by planning appropriately.
CMS Implementation Project Plan
Proprietary Content Management Systems are quite expensive, and the prices range from a few thousand dollars to a few hundred thousand. But Open Source CMS are free and quite stable; the cost is incurred in terms of learning, maintaining and customizing the code. This project plan highlights various activities that need to be addressed for a successful and meaningful implementation of a CMS using either PostNuke or PhpNuke.
Implementing SFA
Stay on top of your Sales Force Automation implementation with this project plan.
Change Management Policy and Process
The Change Management process is fundamental to the successful delivery of the project. The Change Management process ensures that each change introduced to the project environment is appropriately defined, evaluated and approved prior to implementation.
Project HEADWAY Post Implementation Review
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.
PPM Solutions: February 2009
A wide variety of technology solutions are available to help organizations of all sizes and industries adopt, customize and refine their project portfolio management efforts. Here's a roundup of releases and upgrades announced in the past few months.
Siebel Sample Workplan
Here's a Microsoft Project file detailing a Siebel implementation, from planning through deployment.
Siebel Implementation Project Plan
Are you implementing the Siebel Enterprise Application in an organization? This Microsoft Project plan serves as a project guideline for customizing and implementing the Siebel package to address an organization's CRM requirements.
Banking Package Implementation Plan
Deploying an application solution package in a banking environment is complicated and challenging. This Microsoft Project plan based on a real project shows you how.
Siebel Implementation With RAD Component Plan
Are you implementing Siebel and feel the need for speed? This Microsoft Project plan superimposes a rapid application development (RAD) component on a standard Siebel implementation.
CRM Implementation Plan
This Microsoft Project plan will walk you through a full CRM implementation, from selecting the package to setting it up to post-implementation follow-up.
Customized Package Sign-Off
COTS, customized, and ready to go! Use this checklist to verify deployment-readiness and record issues that have arisen during customization and implementation of your application package.
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 Implementation Guide
Here's an outline on how to conduct a data warehouse implementation project for a single subject area, from analysis through deployment.
Methodology Mentoring Approach
Learn by doing, but be sure you have a winning coach. Mentoring is key to a successful project implementation. Use this guide to get the best out of a methodology guru to mentor your project team in action.
TeamPlay Pilot Implementation
Your company has chosen Primavera TeamPlay as its new standard project portfolio management tool. This document will provide a project charter and high-level guide to starting a pilot implementation.
Application Package Implementation Success Factors
These tips from the trenches offer valuable advice for any project team about to implement an application package.
PlanView Project Implementation Plan
Are you managing a PlanView implementation project? Use this sample project plan to define the technical and managerial processes necessary to deliver the project requirements.
Change Management Assessment Questions/Checklist
Stay on top of your software implementation and change management needs using this questionnaire and checklist.
Project Post-Implementation Report
The project is done and implemented. Now it's time to rate its effectiveness! This form will help.
Project Implementation and Transition Plan
This double template is a quick and dirty way for a PM to get some thoughts on paper regarding what has to happen before and during project implementation and project transition.
Sample Post-Implementation Review Report
The project is over, and the product is deployed, installed, implemented and up and running. Now is the time to prepare the post-implementation review report, which is both a project post-mortem and measurement of client satisfaction, as well as a way to document lessons learned and future recommendations.
OPM3 Assessment Stakeholder Analysis
This tool helps champions of OPM3 assessments analyze stakeholders who may impact the success of OPM3 implementations.
Are We Making Progress?
In the concluding installment of our “5 Questions PMs Must Ask” series, we explore the fifth and final question: how do we know we are making progress? The answer requires measures of effectiveness and performance stated in tangible units that are meaningful to all stakeholders.
Quality Assurance Assessment Checklists
This thorough and detailed assessment is a series of five checklists designed to guide you through the entire project lifecycle from start to finish: planning, analysis, design, construction and implementation.
DAD Package Implementation Plan
Are you implementing a package in a distributed application development environment? You need a plan for the full implementation cycle, from planning and requirements analysis through deployment. Here's a sample from a Warehousing/Shipping environment.
Package Evaluation Method Plan
Need a large-scale application package and don't know where to start to pick one? This Microsoft Project plan details how to evaluate qualified vendors and packages, then guides you through the process of selecting an application package for implementation.
Global Software Implementation Project Plan
This extensive project plan will help ensure that your next large-scale software implementation is a timely success.
Sarbanes-Oxley Project Plan
Need help to meet compliance with Sarbanes-Oxley? Use this plan to help with your implementation.
Sample ISO 9001 Implementation Plan
Stay on top of your ISO 9001 implementation with this project plan.
Statement of Principles
What is our purpose in acquiring and using an application package and what compromises are permissible? Determine the key business drivers, must-haves and tradeoffs before you begin the acquisition and implementation process. This information is critical to making a business case for a packaged application business solution.
Software Requirements and Technical Specification
When you're dealing with software requirements and technical specifications, you can't be too thorough, too detailed or too careful. This template will help you identify the functional/technical requirements for your own special project. It also will help you describe the data model that will be used along with its implementation.
EVM Pressure Points
Implementation of an EVM process can be challenging, but there are areas you can focus on to improve your chances for success. As you listen to the companion podcast (see "EVM Talk"), think about the following questions.
An Agile Balanced Scorecard
There are a number of frameworks for measuring performance on software development projects, including leading/lagging indicators, efficiency/effectiveness, and the Balanced Scorecard. Is it possible to combine the best of these approaches into a unified system that can be implemented on larger Agile projects?
Researching EVM Readiness
Earned Value Management is recognized within the project management domain as an effective cost and risk management technique. The formulas are not difficult to understand. So if EV isn’t difficult to calculate, why isn’t it more prevalent?
