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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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Post-Implementation Operations and Maintenance Plan ( Plan - Template )
This deliverable will help you write a plan to cover how products or services will be operated and maintained after your project is implemented.

Project HEADWAY Change Request Log ( Log - Template )
The primary purpose of this document is to track the status of change requests that have been created on the project. For smaller projects or projects where the scope is well defined, the log may not be useful. For larger, more complex projects, or for those projects where there is a lot of change, a change request log can be very useful.

Project Proposal ( Plan - Template )
You have a great idea for a proposal. Here's a way how to put it in writing to catch the attention of sponsors, potential stakeholders and your upper management.

Guide to Deployment Readiness Checklists
This document, upon approval and sign-off, assumes the following as it serves as a pre-approval stage deliverable confirming the deployment of the new project/product into production: (1) All project stakeholders and project support organizations have been consulted prior to project/product deployment; (2) Identified tasks during the Project Planning phase have been completed, or that these tasks are implemented to best possible ability of the project team (with documented approvals and exceptions).

Project Documentation Checklists
This document outlines the major project documentation at each project phase (first section), project management knowledge area (second section) and typical software development life cycle (third part). Feel free to include other documentation sets that are relevant to your industry and project life cycle.

Sample Post-Implementation Review Report ( Evaluation Assessment - Example )
The project is over, and the product is deployed, installed, implemented and up and running. Now is the time to prepare the post-implementation review report, which is both a project post-mortem and measurement of client satisfaction, as well as a way to document lessons learned and future recommendations.

Sample Project Risk Register Template and Guide ( Template )
The risk register records details of all the risks identified at the start and during the life of the project, their grading in terms of likelihood of occurring and seriousness of impact on the project, initial plans for mitigating each high level risk and subsequent results.

Project Plan for a Business Case ( Evaluation Assessment - Template )
If you have to make a business case for a major proposal (a serious undertaking), you need a plan.

JAD Preparation Form ( Evaluation Form Report / Report - Template )
Joint Applications Design Planning is aimed at reaching a consensus on a project request and developing a Detailed Project Plan that meets the Client’s Conditions of Satisfaction. The DPP then outlines the work breakdown/approach, estimates of activity duration, resource requirements and assignments, project network and activity schedules, and next steps.

Project Brief ( Template )
The project brief outlines what is to happen in the initiation phase of a project. A project brief is particularly useful in making a decision to proceed or not with the proposed project.


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