46 items found

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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.

Rough-Cut Timeboxing: The Work-Back Template

PREMIUM deliverable

by Lonnie Pacelli

This Excel template will help define a rough-cut work-back timebox schedule based on a latest possible completion date of a project. See full instructions in the article Is Your Date Do-Able? Try Rough-Cut Timeboxing: The Work-Back Model.

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.

Risk Management Log and Budget Allocation Worksheet

PREMIUM deliverable

by Khaled Istanbouli

Use this risk log and accompanying budget allocation worksheet to help keep track of all risks and their corresponding impacts, triggers, response strategies and contingency plans.

WBS for Business Intelligence Projects

PREMIUM deliverable

by Priyanka Jain

This template provides a work breakdown structure for business intelligence projects and for requirement effort estimation for a waterfall methodology-based project or user story estimation for an agile-based project.

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 Analysis Work Plan

PREMIUM deliverable

by Elok Robert Tee

Planning business analysis activities helps reduce/eliminate conflicts and problems as BA work progresses and eventually develops into a project. Early planning and revisions will ensure BA plans stay relevant, recognized by stakeholders—and approved. Use this template to guide planning your BA tasks. Adapt this sample to your corporate needs prior to use.

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