If you have friction in your sponsor relationships, there are guidelines you should consider—and then decide where you and your sponsor have the most room to improve. To help, check out this assessment template to identify areas to improve the sponsor/PM partnership health. Use in conjunction with the article 12 Guidelines to Build a Sustainable Sponsor/PM Partnership.
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The Project Portfolio Dashboard is a template for portfolio/project managers to present the status of multiple projects in one file. It helps the PMs to track the financial health of a project, and also helps highlight when actions are required for projects that have cost overruns. Most suitable for small to medium software development projects.
The project financial analysis template calculates key metrics to determine the business case for a project. The template is an Excel file that can be used by a project manager, project sponsor or a relevant professional to determine if a project should be pursued.
This template has been developed for doing an assessment of your PMO function by measuring effectiveness and return on investment (ROI). Users must rate the 10 benchmark questions on a scale of 1 (most critical) to 5 (least critical) as they relate to the organization's specific needs and priorities.
This simple template helps you document the outcome of a project phase exit review meeting. The template can be filled out by project managers or program managers, and is for use with the predictive development life cycle with five process groups.
Use this sample Excel Gantt Chart to track project task progress based on your entered start and projected/actual end dates, along with your entered precent progress complete for each task.
PMOs must continuously assess the project environment and develop action plans for any problems that they find. This template is intended to provide a framework to identify, analyze and develop action plans for a single project environment problem.
This template is designed to help a PM identify the organizational change management elements of their project. It can act either as a self-contained planning worksheet to feed the overall project plan, or as a collaboration tool for the project manager and organizational change manager to use collectively.
This RAID (Risks, Actions, Issues and Decisions) log is a simple, effective way to track events in a project and create an audit trail. It can be dropped into SharePoint or any project repository, and with just a couple of formatting modifications is ready to use immediately.
In this worksheet, several categories of risk have been identified and defined. Use this to guide discussions with stakeholders to identify the various risks that fall into each of those categories, and make sure you understand how those risks may impact the work of the project.