The purpose of the Portfolio Management Proposal is to articulate an approach for effectively evaluating the impact of each project to the company’s portfolio(s). The process will support project governance, allowing the business to make informed decisions on which projects to execute to deliver the most value to the organization. Use this sample proposal as a starting point and adapt to fit your company and needs.
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This template is a budgeting tool/business case template for open enrollment education projects. It has several sheets: one that allows for bottom-up budgeting of the project; one that generates a profit/loss statement for the course; one that calculates key performance indicators; and a “what if" analysis based on cost and sales variations.
How content you are in your current and future career potential? With your physical and mental health? With your current and future financial status? This assessment will help you think through areas in your life that are most important to you—and develop a practical and sustainable purpose statement to guide you when to say "yes" to some things and "no" to others. Use in conjunction with the blog "Your North Star – Creating a Practical and Sustainable Purpose Statement."
This template is to be used by internal auditors for reviewing project governance and compliance with organizational standards. This template focuses on the project budget, resource utilization and project health. It can be further expanded to include other project constraints; add more details as per your organization's audit needs.
How should you communicate with a stakeholder who is an intuitive extrovert? Or a receptive introvert? Use this Excel worksheet to find out! Just enter the four criteria covering geography and personality to get a suggested form of communication. Adapt the fields and criteria to fit your needs.
¿Cómo debe comunicarse con un actor que es un extrovertido intuitivo? ¿O un introvertido receptivo? ¡Use esta hoja de cálculo de Excel para averiguarlo! Simplemente ingrese los cuatro criterios que cubren la geografía y la personalidad para obtener una forma sugerida de comunicación.
The drafting of a project budget always starts with a technical estimate of the quantities of materials, manpower hours and equipment needed to carry out the project. This system allows the project engineer to make estimates as they see fit, and the project manager to draw up the budget according to the detail most suited to project management.
UPDATED for 2022! 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 Excel template to help track of epics on your project and get a graphical representation of progress. Adapt to fit your needs.
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.