When it comes to projects, little is done to qualitatively measure the “pulse of stakeholders” in a way that is simple, fast and revealing. In conjunction with the article How is Your Team Perceived? Taking the Pulse of the Stakeholder, this PM offers an idea that is not a quantitative process; rather it explores the emotional and interpersonal side of the customer relationship question.
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Use this template in conjunction with the article How to Strengthen Your Resilience to help evaluate yourself across 12 dimensions and look for areas to improve—and strengths that will enable you to help others.
A simple decision log can help a project manager keep stakeholders and team members informed, aligned and engaged on decisions made throughout the course of the project. Here is a sample to use or modify to your specific needs. Use in conjunction with the article Distributed PM: Decision Logs.
Updated for 2020! Statistical PERT is an estimation technique that project professionals use to align expectations and make better business decisions. Use Statistical PERT to create a probabilistic forecast for many project uncertainties, such as how much your project will cost, or when you might deploy the next agile release. Statistical PERT easily models a wide variety of uncertainties using built-in statistical functions inside Microsoft Excel, making estimation easy to do—even for people who don't like statistics.
UPDATED for 2020! Statistical PERT® (SPERT®) is a freely licensed, probabilistic, estimation technique. Use Statistical PERT to estimate uncertainties that have bell-shaped risk properties, like: task duration, work effort, revenue, expenses, agile story points, project portfolios, event attendance and more. Use in conjunction with the article Getting Beta with Statistical PERT.
When a mega-crises/disaster (MCD) hits, we need to rapidly assess and respond to in a way that ensures the organization can weather and survive. Where do you start? How do you approach something so enormous in scope and scale? This Excel template provides two matrices to help. Use this template in conjunction with the article Will You Be Ready When the Next Disaster Strikes?
To help you in performing a PMO health check, use this worksheet and read our Conducting a PMO Health Check series. This template can be used “as is” or tailored to your liking.
No matter where you are on the career ladder, consider creating a roadmap for moving forward by comparing your current state to the requirements needed to achieve your career goals—and then identify the actions you need to take to make it all happen. Use this template in conjunction with the article What’s Your Career Plan?
This WBS Generator allows you to create a work breakdown structure by updating an Excel table and clicking a button. Users can create conditional formats to highlight keywords, change the options to modify the look and feel, maintain the WBS with on-the-fly updates, and add second- and third-level boxes. By creating custom conditional formats, project managers focus stakeholder attention to key points in the WBS. Code has been updated to run on Excel 365.
This template is designed to show projected budget costs for project human resources (a consulting team, for example) and provide a comparative analysis of actual money spent on those resources and hours used to date by those resources. It can be easily updated as desired (weekly, monthly, quarterly, etc.). The tool provides an immediate illustration of the state of the project at any point along the project life cycle by showing whether the money and hours utilized to date are above, at or below the projected budget amount.