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Objective Comparison of Project Complexity and Performance of Project Managers in the Banking Environment (Template)

by Ivan Poliacik, PhD, PMP

Evaluation of project manager performance after completion can be a challenging part of any project. Use of objective criteria to measure project complexity should supplement evaluation of scope-time-budget performance and subjective factors. The author provides a comparison matrix, designed for a banking environment, that can be applied to any area of project management. The comparison matrix can also be published to the team, to compare performance with colleagues and for self-evaluation. Use this template in conjunction with the Knowledge Shelf article Objective Comparison of Project Complexity and Performance of Project Managers in the Banking Environment.

Offer Letter


The hard part is done--you've found your candidate. Now make sure to include everything in the offer letter.

Offshore Outsourcing Project Plan

PREMIUM project plan

Find greater profits using offshore outsourcing, and use this project plan to make sure it's done right--and on time.

Online Help Guidelines


Ever been confused by technical jargon when you access an application's online help? Don't let your users feel that way! Define standards, as in this example, to ensure that your documentation writers develop clear, direct help files that appropriately support your application.

Open Issues List

PREMIUM deliverable

Good project management requires good record keeping. Track the status of all issues that arise and require resolution.

Open/Cut Activity Schedule


When there's a lot of digging going on, you need to keep track of how, what and where. This form is designed to keep you from being buried up to your neck in confusion.

Operating Procedures


Now that you've built your customized application, make sure that the operations staff knows how to keep it running. Provide well-defined, standardized procedures for the system operations staff.

Operating System Selection Form


What are your technical criteria for selecting client and server operating systems? Get it down on this form and compare candidates.

Options Comparison

by George Jucan, MSc, PMP, OCP

Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.


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