29 items found

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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.

Mega-Crisis & Disaster (MCD) Planning Worksheet

deliverable

by Michael Wood

When a mega-crises/disaster (MCD) hits, we need to rapidly assess and respond to in a way that ensures the organization can weather and survive. Where do you start? How do you approach something so enormous in scope and scale? This Excel template provides two matrices to help. Use this template in conjunction with the article Will You Be Ready When the Next Disaster Strikes?

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.

Project Priority Index Workbook

deliverable

by Julio Ruiz Rodriguez

This Excel template helps you prioritize projects in your organization using objective criteria like strategic fit, economic impact and feasibility. You can adapt this template using other criteria that you can consider. This template helps you determine big-impact, top-priority projects for your organization.

Deployment Plan

deliverable

by Kristine Villalon

This template can help project managers plan key planning and customer activities in preparation for go-live. It can be easily tailored for deployment planning for projects of all sizes.

Project Roles and Responsibilities Template

deliverable

by Kristine Villalon

This template provides a solid basis to help project managers define project roles and responsibilities. It can be easily tailored and aligned for projects of all sizes.

Event Management Worksheets

deliverable

by Stefano Pittaluga

Use this set of Excel sheets and accompanying descriptions to help give a basic overview of management for an event. Included are a scoring sheet to help weight relevant criteria, and sheets for budgeting and planning. Each basic sheet must be adapted to suit your specific event and needs.

Project Financial Analysis Package

PREMIUM deliverable

by Sahan De Silva

This project financial analysis template includes four Excel sheets to help you make crucial project selection decisions based on return on investment (ROI), net present values (NPV), internal rate of return (IRR) and payback period.

PMO Status Report

PREMIUM deliverable

by Dan Roman

The PMO Status Report is a weekly report in Excel format submitted to the PMO, portfolio or program manager. The purpose of this report is to provide a summary that will be aggregated at the program or portfolio level. This report focuses on financials, risks and issues that should be escalated at the program/portfolio level.

Strategic Plan Workbook

deliverable

by Marcia Mitchell, PMP

This workbook has been created to provide a generic and customizable tool for performing strategic planning with the intention of producing a strategic plan, including a roadmap. This workbook contains strategic planning process instructions and information, and can be used by novices through experts.

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