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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 Management Retreat and Meeting Checklist
Sooner or later, you as project manager will have to call an offsite retreat or arrange for a big meeting. Here's how to do it without going insane.

Change Investigation and Implementation Order ( Template )
This document is not just a simple change request, but also serves as a quick-and-dirty change control plan. It will help make sure that the proposed change still keeps the project within scope, doesn't break the bank or cause other unforeseen effects.

Project Manager's Self-Assessment Checklist
Use this checklist to measure how well you define and achieve goals and ask for higher levels of performance.

Effective Project Manager Checklist
Are you managing your projects effectively? Go through every item on this checklist and answer honestly.

Getting and Keeping the Project Team Up to Date
How to make progress visible to all members of the project team.

Establishing Your Role as Leader and Project Manager
Leadership style and project management skills cannot be divorced from one another. You need both to make your project a success.

Virus Protection Policy ( Example )
Having a virus protection policy and guidelines in place is the first step toward protecting your company's computers and data networks against viruses and other destructive programs.

Sample Project Change Control Form ( Template )
The one constant we can count on in life is change, and that goes for project management, too. Use this form to request and document changes to your project.

Keeping a Project Management Diary or Project Log
A personal project diary, or project log, will help you keep track of progress, problems and issues. Here's what to do and how to do it.

Banking Services RFP Preparation
This project plan helps with the RFP process for selecting the banking services for the treasury department of a company.

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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 horribly wrong once. Other times, they go horribly 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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