Project Management
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24 items found

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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.

Business Analysis: Gap Analysis Report

PREMIUM deliverable
by Elok Robert Tee

Use this form to document the desired or future state for the business, its current state and identified gaps. An approval process may be instituted for stakeholders to accept this gap analysis/report, with procedures for the BA team to formulate solution options. Adapt this sample to your corporate needs prior to using the template. Use in conjunction with the Business Analysis: Solution Options Report.

Business Analysis: Solution Options Report

PREMIUM deliverable
by Elok Robert Tee

Having identified business gaps (i.e., determined shortcomings and designed solutions), present the same as options that may resolve the gaps. This template guides reporting the solution options for deliberation post-gap analysis. Adapt this template to your corporate needs prior to using (e.g., include suggested approach to voting on the solutions). Use in conjunction with the Business Analysis: Gap Analysis Report.

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 Scope

PREMIUM deliverable

This document outlines the Business Scope, which is a description of the area of the business to be supported by the application package, including the specific business activities to be supported, the business objects to be managed and the organizations and sites to be supported.

Cash Flow Report

PREMIUM deliverable
by Ahmed Elshikh

This Excel template can be used to keep track of cash flow for your project, helping you chart cumulative planned and paid invoice activity based on monthly payments.

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.

Earned Value Analysis Calculator

PREMIUM deliverable

Earned Value Analysis is a methodology for determining cost and schedule performance of a project by comparing planned work with accomplished work in terms of the dollar value assigned to the work. This template will help you do just that.

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.

Enterprise-wide Analysis

PREMIUM deliverable

This document outlines the Enterprise-wide Analysis, which describes the enterprise application package’s features and functions, analyses on its cost-benefit and risks, and the technical requirements to be supported.

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