24 items found

Page: 1 2 3 next>

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.

Monthly Audit Template

PREMIUM deliverable

by Ishita Mitra

This template is to be used by internal auditors for reviewing project governance and compliance with organizational standards. This template focuses on the project budget, resource utilization and project health. It can be further expanded to include other project constraints; add more details as per your organization's audit needs.

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.

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.

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 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.

Page: 1 2 3 next>