Project Management
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10 items found

Balanced Scorecard Template Series

PREMIUM deliverable

This is the grandmother of all balanced scorecard templates! Here are 18 (count 'em, 18!) Excel templates that will help you develop a balanced score card from start to finish.

Benefits Realization Planning Template

PREMIUM deliverable
by Andy Jordan

This template aims to tie business case commitments to specific tracking activities and measures. Not all projects will have objective measures, but it is not acceptable to ignore that form of benefit realization for all initiatives. This plan should be completed at the same time as the business case, and the measured and total benefits identified here should align with the commitments made in the business case.

Bottom-Up Cost Estimating Worksheet

PREMIUM deliverable
by Cynthia Snyder Dionisio

Bottom-up estimates are detailed estimates done at the work package level. Detailed information on the work package and other direct/indirect costs are used to determine the most accurate estimate possible. Use this worksheet to help you keep track.

Brief Project Charter

PREMIUM deliverable
by Elok Robert Tee

This brief, one-page project charter provides a quick snapshot of vital project information, including areas for sponsor, proposed end date, client, cost and more--including a brief goals/objectives section.

Budget Management Sheet

PREMIUM deliverable
by Stefan de Vries

Once the work breakdown structure and the schedule are defined, this document can be used to plan and monitor the costs for each individual activity or work package. This template lets you subdivide an activity or work package into smaller parts (cost items). For each of these cost items, you can plan the corresponding costs in detail.

Budgeting System Workbook (Renewable Energy Projects)

PREMIUM deliverable
by Stefano Pittaluga

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.

Business Analysis Template Suite

PREMIUM deliverable
by Elok Robert Tee

Business analysis tasks will continue throughout the project duration, and beyond the conclusion of a project. Documentation helps with negotiation, assessing achievements, resolving disputes and evaluating project worth. This set of simple forms helps with recording business needs assessment through to business requirements analysis.

Business Case Template

PREMIUM deliverable
by Bryan Van Gundy

The goal of this business case template is twofold: Clearly explain the project benefit to decision makers; and provide traceable, measurable and consistent data for benefit realization analysis after project implementation. This template has annotated instructions in blue to explain the intent or recommended use of the information. Organizations can adapt the template to their unique structure.

Business Requirements Document: Customer/Client Sign-off Template

PREMIUM deliverable
by Cassandra John

All organizations have slightly different terminology and/or methods for tracking the creation, review and approval of project documentation throughout the lifecycle. This template is developed based on executing projects across various following types of projects/firms/environments. The goal of organizations and projects when it comes to tracking sign-off is that it’s about Who, What, When and Why. This template helps you stay on top of all of them. Use this in conjunction with the Business Requirements Report Template to help streamline the process.

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