Project Management
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49 items found

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Lessons Learned Analysis: Project Orientation & Training

PREMIUM deliverable
by Joe Wynne

Was everyone on your team properly trained and receive the appropriate orientation at the right time during the course of your project? Use this 24 point template to conduct a consistent training and orientation post-mortem across all projects. Over time, it will reveal trends and issues that could point to needed training changes across your organization.

Lessons Learned Analysis: Staffing

PREMIUM deliverable
by Joe Wynne

Was your project properly staffed from the start? Use this 29 point template to conduct a consistent staffing post-mortem across all projects. Over time, it will reveal trends and issues that could point to needed staffing changes across your organization.

Methodology Implementation Project Charter

PREMIUM deliverable

This is a high-level example of a Project Charter for implementing a methodology, but the structure and approach will work for many projects. This example is heavy on risks and assumptions, light on budgeting, role descriptions and conflict resolution.

Mutual Nondisclosure Agreement

PREMIUM deliverable

If you are dealing with consultants and sensitive proprietary information, you need a mutual nondisclosure agreement to protect yourself and your business secrets. This document is not a substitute for legal advice, though, so be sure your corporate lawyer takes a good, hard look at any nondisclosure agreement you produce.

Powerful Message Planner

PREMIUM deliverable
by Joe Wynne

Deliver a memorable and motivating message anywhere with this planning tool.

Preliminary Project Planning Guidelines

PREMIUM deliverable

These guidelines lists project managers’ responsibilities during the preliminary planning phase. Include any other responsibilities that suit your particular business environment and situation. Accuracy and detail create real value when using this document.

Process Development Plan Template

PREMIUM deliverable
by Andy Jordan

This template provides a step-by-step guide to developing a new organizational process. It is intended to be completed in conjunction with the development of the process and serves as a checklist for the completion of the work.

Process Improvement Plan Template

PREMIUM deliverable
by Amit Sinha

This Excel template includes pages for Improvement Objectives, Stakeholders RACI, Improvements Tracking and an Execution Plan.

Process Review & Audit

PREMIUM deliverable
by Andy Jordan

This template is intended to provide a standard approach to noting the results of a process review and/or audit. It should be completed by the person conducting the audit and summarizes the results of the audit and any improvement steps/actions that are necessary. It should be noted this is a review of the process, not of the people/teams executing the process.

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