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Balanced Scorecard Template Series

PREMIUM deliverable

This is the grandmother of all balanced scorecard templates! Here are 18 (count 'em, 18!) Excel templates that will help you develop a balanced score card from start to finish.

Baseplate Check Record

deliverable

During the course of a construction job, you might be dealing with hundreds of baseplates. Keep track of them with this form.

Basic Project Charter

PREMIUM deliverable

This is an example of a basic Project Charter, focusing on what is being done and who is responsible. Use this instructional document as an example of how to put a Project Charter together.

Batch Specification Template

deliverable

Need to design any job steps as batch procedures? Here's a comprehensive template to use in specifying how the procedure should be coded and all the pertinent associated information.

Benchmarking Blueprint

deliverable

The Benchmarking Blueprint is a 6 step guide to benchmarking and improving a repeatable process in your organization.

Benefits Realization Planning Template

PREMIUM deliverable
by Andy Jordan

This template aims to tie business case commitments to specific tracking activities and measures. Not all projects will have objective measures, but it is not acceptable to ignore that form of benefit realization for all initiatives. This plan should be completed at the same time as the business case, and the measured and total benefits identified here should align with the commitments made in the business case.

Benefits Realization Thought Guide

deliverable
by Andy Jordan

Does your organization have a process for ensuring that a strategic initiative's desired outcomes are thoroughly understood and achievable? This two-page document helps to structure thinking around identifying, quantifying and validating the benefits of a proposed project. By discussing and answering these questions, you will address the key areas of strategic alignment, analysis and accountability.

Benefits Validation Tracker

deliverable
by Andy Jordan

This tool tracks progress against proposed benefits for all project benefit metrics. It compares commitments/projections made in business cases with the actual outcomes. If your projects have purely objective metrics and you monitor performance over a fixed time period, you may wish to repurpose this template into Excel to take advantage of the calculation ability. For subjective metrics and/or variable time periods, this Word version provides more flexibility and easier tracking.

Bicycle Work Breakdown Structure (WBS) Example

deliverable
by Project Management Institute

This zip file contains the White Paper "The Work Breakdown Structure: A Brief Synopsis," a Bicycle Work Breakdown Structure in both Word and Excel, a Bicycle WBS Dictionary in Word and Excel, and a PDF Appendix of the Bicycle Work Breakdown Structure (WBS) Example. These resources are presented from the PMI Practice Standard for Work Breakdown Structure. PMI members can access a PDF of the full standard at no cost, and anyone can purchase a hard copy via the PMI Store.

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