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.
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.
The Budget Template Workbook includes: a cost estimate sheet to document your initial cost assumptions, a planning template to help you take a detailed look at planning costs, and a tracking template to track actual costs against budget and document reasons for variances. It's a great planning and communication tool to help you stay on top of project finances.
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.
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.
Mission-critical projects need to be well-justified, with clear goals that can be referenced throughout the life of the project. This business case template offers an excellent approach to goal-setting and a way to communicate those goals effectively.
This checklist is intended to be a tool for departments who are completing business cases in order to help ensure that all factors have been considered when completing the template.
This document is intended to help individuals generating business cases to validate their work using historic project information. It is inspired by the article BI and the Portfolio: Improving Annual Planning.
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.
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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"Imagination is more important than knowledge, for knowledge is limited while imagination embraces the entire world." - Albert Einstein |
