Project Management
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11 items found

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Budget Tracking Calendar

deliverable
by Andrew Makar, PMP

Use this tracking sheet in conjunction with the Budget Tracking-Actuals project plan to stay on top of your budget.

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 Functions

deliverable

Planning a project necessitates analyzing your client's business and determining system requirements based on business structure. What business areas will be addressed, how do they translate to functionality, and how is that functionality prioritized? Start with an organizational mapping of business areas to functions, like this example from the insurance/finance industry.

Business Impact Analysis

deliverable
by Andy Jordan

This template is designed to assist in planning for project rollout. It helps identify operational impacts in a number of different areas, both for the rollout period and ongoing after the project has launched. It should be developed during project planning and revisited during project execution as needed.

Business Information Requirements

deliverable

What data should you keep in a Data Warehouse and why? This form helps you identify the needed data and its associated characteristics in relation to your business requirements.

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