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Strategic Plan Workbook

deliverable

This workbook has been created to provide a generic and customizable tool for performing strategic planning with the intention of producing a strategic plan, including a roadmap. This workbook contains strategic planning process instructions and information, and can be used by novices through experts.

Project Status Report (Monthly)

deliverable

This Project Status Report is a monthly document presented to the Project Control Group (Steering Committee). This report is used to monitor the progress of the project, discuss and support tactical decisions that need to be taken to keep or put the project on track, mitigate risks and issues escalated by the project team and/or the Project Working Group, and recommend/approve changes in scope, budget or schedule.

PMO Status Report

deliverable

The PMO Status Report is a weekly report in Excel format submitted to the PMO, portfolio or program manager. The purpose of this report is to provide a summary that will be aggregated at the program or portfolio level. This report focuses on financials, risks and issues that should be escalated at the program/portfolio level.

Project Working Group Information Pack Presentation

presentation

This presentation is used to discuss the project progress with an extended project team, called the Project Working Group. The PWG is composed of the core project team members (business analyst, lead developer, architect), business subject matter experts and important stakeholders. This report focuses on governance aspects like roles and responsibilities, task allocation, visibility on current and near-future work, and management of risks and issues that can be solved by the PWG.

PMXPO 2015 PDU Codes and Instructions

presentation

By far the question we get most from PMXPO attendees is "How do I get my PDUs?" If you registered for and watch the event using a PMI-linked account, you don't need to do anything! This handy document includes REP course codes, titles, PDU values and step-by-step instructions to guide you through the claims process if you didn't use a PMI-linked account. We even keep track of your viewing and update your ProjectManagement.com profile so you'll have a auditing record available.

PMXPO 2015 Visitor Guide

presentation

PMXPO is the largest project management conference and trade show of the year, and it's all online. There are many advantages to attending a virtual expo, and we want to make sure you know how to make the most out of your day--and the months to follow. Here's an overview of what to expect and how to get started.

Skills Inventory Template

deliverable

A skills inventory is a record of the skills, capabilities and qualifications of team members. This Excel sheet helps you keep track of soft skills, certifications, internal courses and project experience. Add to and adapt the categories to best fit your needs.

Project Purpose Summary Template

deliverable

This template aims to help overcome a common problem by providing a simple framework that the PM can use to communicate with the team. This template doesn’t replace discussions and presentations, but it does provide a basic foundation to those discussions for all team members.

Project Scope Statement Template (Simple)

deliverable

The purpose of this template is to provide an easy-to-understand summary of the project scope that can be used to help project team members understand why the project is being done and the scope/boundaries of the project.

Project HEADWAY: A PM’s Guide To Business

PREMIUM presentation

What do project managers really need to understand about the businesses they support—and business in general—to be successful? A primer on the essential business skills that every project manager should understand.

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