Project Management
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99 items found

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Project Financial Analysis Template

deliverable
by Anand Pillarisetti

The project financial analysis template calculates key metrics to determine the business case for a project. The template is an Excel file that can be used by a project manager, project sponsor or a relevant professional to determine if a project should be pursued.

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.

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.

Portfolio Management Proposal

PREMIUM deliverable
by Bo Litwiler

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.

Education Project Budgeting Template

PREMIUM deliverable
by Joao Correia

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.

Portfolio View Template

PREMIUM deliverable
by Ishita Mitra

For efficient project governance, the PMO must ensure that the managers review all project parameters regularly. This template will help project/program/portfolio managers take a detailed look at all project constraints and variances. This will give a consolidated view and status of each project in a portfolio. This can also be leveraged and customized for weekly/monthly stakeholder reporting.

Transition Plan Template

deliverable
by Jonathan Winchenbach

This transition plan provides the resources supporting production the required information they will need to support the solution when deployed into the production environment. This documentation will provide the operational support resources the detail to facilitate the following: monitor and support in production and minimize outages and their negative affect on the business; obtain role-specific education; triage, troubleshoot and resolve an incident.

IT Business Case Template

deliverable
by Dinah Young

This business case can be used for IT projects. It will allow you to state the business case, document the goals and align with company strategies, mandates or compliance. Additionally, you will be able to calculate the return on investment using the total cost of ownership and the cost benefit analysis.

Total Cost of Ownership/Cost Benefit Analysis Workbook

deliverable
by Dinah Young

This spreadsheet is used to calculate and compare the TCO (total cost of ownership) and CBA (cost benefit analysis) of multiple alternative solutions. This includes costs and benefits for not only the implementation, but also for additional years of maintenance.

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