Use this Excel template to help track of epics on your project and get a graphical representation of progress. Adapt to fit your needs.
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UPDATED for 2021! This spreadsheet has worksheets showing the results of a Monte Carlo simulation on a sample project's work effort hours, and a companion estimate using Statistical PERT. This way, you can see how you can use just the built-in functions of Microsoft Excel to do probabilistic, risk-based estimation. Textbox comments have been added to the worksheets to aid in understanding. Use this in conjunction with the article Risk Management Starts Sooner Than You Think.
Use this template to document project pain points and desired future states, including how proposed solutions will benefit strategy and customer satisfaction; impacted departments; risks; costs; and more! Adapt to fit your project/organization.
The Final Project Performance Report is developed in the closing process. It documents final project performance as compared to the project objectives. The objectives from the project charter are reviewed, and evidence of meeting them is documented. Use this form to document your progress.
How wicked is your problem? This template provides a mechanism to score nine attributes in terms of their presence in the problem to be solved—and in terms of their solvable nature. Each row of the analysis contains one attribute. Each attribute is then rated in terms of its impact on the problem. Use in conjunction with this article.
This program financial tracker has a set of dashboards for a program to provide customers/client, and use to manage the financials of their program. The entry tabs allow the program to enter planning and actual material costs, funding sources, and labor costs (even with multiple CLINs) to a granular percentage of an employee's time. The dashboards are calculated from the data entered. The dashboards included: Balance Sheet (and graph); Material Costs; Monthly Expenses; and Funding Sources.
Translate your improvement plans into concrete actions and real results using this simple questionnaire, which helps you chart development focus areas and tie them to situations you encounter on the job. Adjust to fit your situation, and add rows/sections as needed.
This Excel workbook includes sheets to help you keep track of scope, schedule, risks, costs, resource allocation and your work breakdown structure during a project. Adapt it to fit your organization and project.
This Final Project Report provides a snapshot of your project and provides an outline to help you surfaces relevant information on milestones, budget, time, lessons learned, and more! Adapt it to fit your needs.
This Excel heat map template gives you the ability to visually indicate your portfolio status to stakeholders by assigning data to a set of projects, which are displayed as bubbles of varying sizes. Adapt the axes names and data to fit your needs.