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Change Request Form ( Template )
The change request form should be used to formally initiate a request for change to a project. Types of change requests you can initiate by using this form include changes to scope, timeframes, deliverables, resources, milestones and expenditures.

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Project Spending Report ( Report - Template )
Keeping a project within the confines of its budget is easier if you know exactly where cost variances lie. This form will help you find that out.

Sales and Consulting Services Productivity Checklist
In case you haven't noticed, consulting and sales have become much harder in today's economic and business climate. Even if all you sell are project management services, you need to be on your game. This checklist will help.

Meeting Master Checklist
How to get the most from those project meetings you have to sit through or, worse yet, plan and run.

Daily Project Activities Checklist
A critical part of any project manager’s ongoing responsibilities is to keep tabs on the day-to-day activities on a project. This checklist will help.

Project Definition Review Checklist
Before you submit your proposed project for approval, maybe it's a good idea to look at it critically first. This checklist asks some hard questions you might not even have thought about.

Proposal Assembly Checklist
With a lot riding on your proposals, you need to make sure that you include everything you need to include and not accidentally omit vital information. Use this checklist to make sure you get everything into the document that needs to be there.

Initial Project Plan Outline Form ( Template )
Before you write a single sentence of your project plan, use this document to outline the project, its purpose and its goals.

Are You Overdoing Project Management?
Yes, you can be too structured in organizing your project. In fact, you can structure your project so no work gets done at all because people are too busy filling out paperwork. There's help for you. Click here.

What Project Management Software Programs Do--or Should Do
There are numerous project management programs out there, ranging from simple scheduling programs to bloated behemoths that do everything but tap dance at the company picnic and wash windows in the corporate boardroom. Which one is right for your project management needs?

Delegating How-to Checklist
Delegating is so much more than just asking someone to carry out your duties on your behalf. There is an art and a science to it. This checklist will give you pointers on how to delegate well.

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Simple Cash Flow Matrix ( Report - Template )
Here's a simple and practical Excel spreadsheet set up so you can calculate cash flows.

Risk Management Plan ( Plan - Template )
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.

Failure Analysis: What Went Wrong, and Why? ( Template )
Sometimes things go badly wrong once. Other times, they go badly wrong on a routine basis. Ever wonder why that is? If failure is a recurring theme in your projects, you'd be wise to download this deliverable.

Bottom-Line Analysis
Some projects aren’t worth doing, and some are. The trick is to know the difference--in the bottom line.

Internet Usage Policy ( Example )
The Internet is a powerful business tool that provides lots of useful information. Unfortunately, it is also a distraction from productive work time. Here's a sample Internet and e-mail usage policy to help you address this problem.

Project Risk Identification and Assessment Form ( Template )
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.

Project Management Risk Process Overview ( Template )
This document describes the purpose of risk management and provides an overview of the general process for the management of risks within a project.


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