Project Management
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597 items found

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Software Project Tracking Template

PREMIUM deliverable
by Ahamed Sajid

This simple tracker for software projects logs project status, review summaries, and important events. The sheet maintains resource utilization cost and completion percentages, ensuring that projects are within budget. The simplicity of the presentation helps the template be easily presented to higher management.

Lightweight Business Case Template

PREMIUM deliverable
by Andy Jordan

Traditional, multi-page business cases often don’t work well. They contain too much subjective information, and the relevant details are lost in the “sales pitch.” This lightweight business case template is more in the spirit of a Lean Business Case than a traditional one, but is more likely to be accepted by leadership.

Stakeholder Engagement Register

PREMIUM deliverable
by Theresah Nyantakyi

This Stakeholder Engagement Register helps to identify project stakeholders, along with their roles and influence; along with the communication mediums, tools and technology that will be needed to keep them engaged on a project.

Concept Paper Template

PREMIUM deliverable
by Jennifer Morris

The purpose of a concept paper is to document an idea or proposed solution that could potentially benefit your company. It is a blend of a traditional project charter and business justification document that can aid small businesses with an emerging PM methodology and build consensus to support an initiative as part of seeking management approval to formally designate a project.  Add fields and departments to suit your specific needs/company.

Lessons Learned Register

PREMIUM deliverable
by Lonnie Pacelli

To help you create lessons learned that will not get stuffed in a folder never to see the light of day, use this simple Excel template in your organization. The template should be used across initiatives so you have a single source of the truth on lessons learned in one file versus having to hunt through multiple files. Use in conjunction with the article Capturing Lessons Learned That Actually Get Used.

Statistical PERT® (SPERT™) Estimation Worksheet for Task Duration Forecasting

PREMIUM deliverable
by William Davis

UPDATED for 2023! 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.

Statistical PERT® Beta Edition

deliverable
by William Davis

UPDATED for 2023! 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.

Portfolio Financial Planning Worksheet

PREMIUM deliverable
by Andy Jordan

Organizations plan portfolios based on the available funds for discretionary investments. However, that can get complex quickly. As a result, organizations usually have less money available than they think. This worksheet helps identify the point at which the available funds run dry.

Sustainable PM Assessment

PREMIUM deliverable
by Lonnie Pacelli

To help you think through each of the sustainable PM drivers and how they apply to you, use this template to assess yourself and develop your plan for becoming a sustainable PM. Use in conjunction with the article Becoming a Sustainable Project Manager.

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