Categories: New Templates
Happy February & thank you again for being Members of the ProjectManagement.com community!
This month, in addition to our usual "template release", we are including 5 NEW templates from our friends at PMI as well as 3 of our own new templates!
Download these quick before they're back in the PREMIUM library! These are all examples of premium content available 24/7 to our Premium Members. However, they are free to every registered member through Fri . We hope these make your life a bit easier – helping us fulfill our mission of making YOU more successful. If you are not already a Premium Plus member but would like to be, Premium Plus membership is available at a $50 discount using the code "KEEP50".
The following premium templates are available to all ProjectManagement.com members until 3/14. We hope you find them useful.
Assumption and Constraint Log (NEW THIS MONTH FROM PMI!)
You can incorporate this log into the Scope Statement, or let it stand alone. For planning purposes, assumptions are factors that are considered to be true or real without proof; while constraints are an applicable restriction or limitation (internal or external to a project) that will affect the performance of the project or process.
Project Scope Statement (NEW THIS MONTH FROM PMI!)
The project scope statement details your project's deliverables and describes the major objectives, which includes measurable criteria for success. Use this template to document the six essential elements.
Project Charter (NEW THIS MONTH FROM PMI!)
The Project Charter formally authorizes a project or phase. It defines the reason for the project and assigns a project manager--and the PM's authority level. The content of the Charter should describe the project in high-level terms.
Stakeholder Management Plan (NEW THIS MONTH FROM PMI!)
The Stakeholder Management Plan is part of the Project Management Plan and identifies ways to effectively engage stakeholders. This template allows you to track each stakeholder and formulate a plan to work and communicate with each of them.
Inter-Requirements Traceability Matrix (NEW THIS MONTH FROM PMI!)
One way to use a requirements traceability matrix is to trace the relationship between categories of requirements. An Inter-Requirements Traceability Matrix can be used to capture this information.
Process Development Plan Template (NEW THIS MONTH!)
This template provides a step-by-step guide to developing a new organizational process. It is intended to be completed in conjunction with the development of the process and serves as a checklist for the completion of the work.
Stakeholder Management Strategy (NEW THIS MONTH!)
This template helps the owner of a stakeholder relationship to determine the best approach to managing that stakeholder. This template may not be appropriate for all stakeholders, but should be used for major ones.
Stakeholder Management Register (NEW THIS MONTH!)
How important is the stakeholder? Can they drive change, cancel it, approve budgets? This template is a simple stakeholder register for identifying and scoring stakeholders based on importance and influence, and also has fields for major concerns and relationship owner.
Project Plan/Project Definition
Behind every successful project is a rock-solid, detailed project plan. This template defines every aspect of your project. The final product can be used to make what you are doing clear to all project stakeholders.
User Story Template
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.
Methodology Implementation Project Charter
This is a high-level example of a Project Charter for implementing a methodology, but the structure and approach will work for many projects. This example is heavy on risks and assumptions, light on budgeting, role descriptions and conflict resolution.
The ezEVA template is a historical earned value tracking tool used to measure current progress and forecast future project performance. Use this in tandem with our EVA series of articles.
Risk Reviewer Job Qualification and Candidate Evaluation Checklist
Are you staffing your risk management team? This candidate evaluation matrix (Excel) coupled with the sample job description document (Word) will point you in the right direction for finding the ideal risk reviewer.
Project Sizing Template
The purpose of project sizing analysis is to determine the appropriate level of formality for a project in regard to structure and tools based on four key criteria: Stakeholder Impact, Risk, Project Responsibility Level and Organizational Level Impacted. It is inspired by the article Determining the Appropriate Level of Formal Documentation with Project Sizing.
Sample Project: Effort-Based Project Forecasting
Use this plan in conjunction with the effort-based project forecasting article and workbook.
Design Milestones Review Checklists
This Design Milestones Review Checklist contains four worksheets: Design Milestones, High-Level Pre-Design, Technical Requirements, and Documentation and User Interface.