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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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M&A Due Diligence Checklist
Use this comprehensive checklist to make sure all of your merger and acquisition dealings go smoothly.

Financial Management System Project Plan
This robust (450 tasks!) Microsoft Project plan guides you through an entire Distributed Application Development project for a financial system, from planning to rollout.

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.

Financial Application Development Plan
Developing a complex financial application with many processing modules is the stuff of which nightmares are made. There are lots of steps, each with its own headache. Take two aspirin and use this sample Microsoft Project plan to help you through.

System Analysis Progress Presentation
Does your client know how far along in the project you are? Take a cue from this presentation to let the client understand your progress as well as your and his next step.

Application Security Presentation
What level of security should you place on your application's database to prevent unauthorized data access or manipulation? How do you implement security controls? How do you maintain security as you maintain the application? Find guidelines in this presentation.

Business Functions ( Presentation Report / Report - Example )
Planning a project necessitates analyzing your client's business and determining system requirements based on business structure. What business areas will be addressed, how do they translate to functionality, and how is that functionality prioritized? Start with an organizational mapping of business areas to functions, like this example from the insurance/finance industry.

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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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