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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.

Sample Project Work Breakdown Structure ( Template )
A work breakdown structure (WBS) is a results-oriented family tree that provides the framework for a project.

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.

Risk Trade-off Assessment Matrix
For the visually-oriented project manager, use this matrix to track risks by severity of consequences and probabillity of occurrence.

Volume Storyboard Directive ( Checklist Evaluation Form / Evaluation Form - Template )
A little planning ahead of time can save hours of work. This form is ideal for PMOs that produce large-volume proposals or project reports.

Sample Project Plan ( Plan - Template )
You need more than a boss idea to make a project come to life. You need a project plan solidly rooted in a business case.

Project Notification Form ( Request Form - Template )
You're about to develop a project. How do you announce what you are about to undertake so your bosses and potential project stakeholders know what you're up to? Skywriting is expensive these days, and singing telegrams are so passe. We suggest this form.

Human Resource Demographics Planner for Recruitment & Development ( Evaluation Form - Template )
Use current demographic and marketplace constraints to your project’s competitive advantage.

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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.

Requirements Gathering Guidelines and Checklists ( Checklist Specifications/Procedures / Specifications/Procedures - Template )
Start your requirements gathering with this all-inclusive document outlining the entire process from start to finish.

Trustworthiness Checklists ( Checklist - Template )
Trust is an important part of any relationship, as project managers are well aware. Trusting your team, your project sponsors, even your own judgment is crucial to getting your job done. Here is a set of checklists to help you evalute how trustworthy you are.

Leadership Self-Assessment ( Evaluation Assessment - Template )
For a complete assessment of your leadership style and skills, this multipart questionnaire--available for Premium Members only--is all you'll need. You can use it as a self-assessment or a peer assessment.


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