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Project Management Templates
Download these templates to help you manage your projects step-by-step:
Project Management Templates

Looking for a Project and Portfolio Mgmt software?
Sciforma invites you to an in-depth demonstration of PSNext, its Project and Portfolio Web Solution, on March 23rd. Click here to learn more and register for this free webinar.

Come explore every facet of BPM from organizational challenges and communication to application strategy and agile software development at the Gartner Business Process Management Summit, March 22–24, in Las Vegas. As a registered attendee, you'll receive Gartner Summit Events on Demand—a $595 value.

Independent Report on Project Portfolio Management
Find out why HP is a leader. Forrester evaluated 14 project portfolio management (PPM) vendors and cited HP as a leader. Read the Forrester Wave™ for Project Portfolio Management, Q4 2009.


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Five Ways BPM Can Help PPM Boost Business Results
From Gartner PPM Summit
Research Vice President and Gartner Fellow Bill Rosser presents this session on how PPM can leverage its experience in the broad view of project selection, resource management and consistency of architecture, with added verification of delivered benefits.

Stakeholder Relational Values ( Evaluation Assessment - Template )
Use this spreadsheet in conjunction with the The Stakeholder Tool story to help pinpoint the key relationships between project stakeholders--and the ones that need the most work.

PMO Candidate Interview Form ( Questionnaire - Template )
The following interview questions are just a few that can be used to staff PMOs at various levels in an organization, and should be tailored according to the specific PMO’s form and function.

Project Manager Interview Form ( Template )
Use the following key questions to help staff your project and program management teams.

Six Steps to Application Governance
Use this sample presentation to convey the three key operational procedures to improve the perceptions about operations support. Project managers can modify and apply this brief application governance presentation to help their project teams avoid becoming "lost in transition".

Project Management Leadership Self Assessment ( Evaluation Assessment - Template )
Whether you're a part of the gantthead Leadership Interest Group or not, this self-assessment will help you evaluate your skills--and find areas for improvement.

Resource Budgeting Spreadsheet ( Evaluation Form - Template )
Use this worksheet in conjunction with the "Get Your Project Team Funded" article, which shows a powerful way to quickly estimate the cost of your project team.

Leveraging the Customer to Improve Product Development ( Report - Template )
From the Gartner PPM Summit 2007
If the first time your customers see a product is during a focus group, then you have lost 70 percent of the opportunity to leverage them in the innovation process.

Client Invoice Report ( Sign-off Form - Template )
Large contracts pose their own set of problems, particularly when it comes to keeping track of monthly billables, receivables and variances. This spreadsheet will make life much easier.

Project Scope Statement Outline ( Evaluation Form Plan Sign-off Form / Plan Sign-off Form / Sign-off Form - Template )
Use this template as a quick and dirty way to outline your project scope statement.

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Adapt or Die - The PMO Emergent
From Gartner PPM Summit
Gartner's Matt Light and Donna Fitzgerald discuss important strategies for maintaining a PMO that will be able to withstand the business pressures that threaten its very existence.

ITIL Service Delivery Checklists
This basic set of checklists will help your ITIL implementation by getting your organization's IT service management in line. One major component of ITSM is service delivery apart from service support, and this checklist focuses on areas that contribute to an ITIL-compliant service delivery arm.

Resource Justification Template ( Presentation - Template )
Use this presentation to help get started building your own resource proposal--sp that your headcount headache woes can be cured.

Evaluating Your Project's Potential for Outsourcing ( Evaluation Assessment Evaluation Form Questionnaire Report / Evaluation Form Questionnaire Report / Questionnaire Report / Report - Template )
This document outlines how to evaluate your project’s potential for outsourcing, and describes the factors that help determine outsourcing’s pros and cons as a project development option, analyses on its cost-benefit and risks, and other requirements under it. These items are in addition to other factors that you may wish to include.

Employee Reward Program and Incentive Checklists ( Checklist - Template )
Each employee or team member is unique, with specific skills, talents, weaknesses and work style. Shouldn't your employee incentive and reward program reflect that individuality? This set of checklists and worksheets wil help you develop a program to keep employees happy and motivated, with appropriate incentivies and rewards--developed with input from each of your charges.

Leader’s Guide to Help Employees Understand the Company Vision ( Checklist - Template )
True leaders know that you can't achieve much without your loyal followers. This document will get your team on board and focused by teaching you how to convey your overall vision to them. Once your team has a clear shared vision, success is much easier to find.

Performance Management Checklists ( Checklist - Template )
Evaluating, correcting and planning employee performance is essential to your role as a leader. This extensive set of checklists will help you with all your performance management details.

Employee Engagement and System Alignment Guidelines and Checklists ( Checklist - Template )
This five-part Employee Engagement and System Alignment Guidelines and Checklists allow you to look at how your employees find themselves engaged with or disengaged from their workplace in relation to their understanding of leadership values responsible for the workplace culture and philosophies.

Project Management Communications Plan Outline ( Plan - Template )
An integral part of a success project is communication. What do you say and to whom? When do you say it? How? Through what media?

PMO Sample Risk Questionnaire ( Example )
Good PMO policy requires that risks get evaluated before projects go forward. Use this sample questionnaire to give you ideas on how to structure your own risk assessment surveys.


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