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Title: Management/Project and Program Management - Phil's Journal of Extrapreneurial Strategy & Technology Project management tools and templates to keep projects organized and to help with project initiation and communication.
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PIPC_Global_Project_Solutions Project management consultancy with global presence [more]
| Plan_On_The_Net_com Offering a free web based collaborative project planning, management, resourcing, costing, Gantt charts, CPM DRAG analysis and issue tracking. For distributed project teams and projects with multiple [more]
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| Planning_Planet Provides benchmarks, production rates, effort hours, cycle and build times for project tasks; project planners internationally; a discussion forum; and a notice-board for project planning jobs and emp [more]
| PlanProjects_com Online project management services. Key features include task and project collaboration, customized payments, automated reminders, and fully-featured planning. [more]
| PM_Boulevard Project management knowledge center with articles and archives, expert column, bulletin board and weekly newsletter. [more]
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tools: Project Management checklists and templates
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Phil's Journal of Extrapreneurial Strategy & Technology (You can write too!)
tools: Project Management checklists and templates
Posted by Phil Wolff, 2/3/00 at 12:58:30 AM.
tools: 12 June 1999Project Management checklists and templatesA traditional PM aphorism: "You know you're a successful project manager when you survive the project." I've picked up a few useful tools to keep my projects organized and to help with project initiation and communication. These MS Word, Excel, and Project templates reflect some best practices and hard-earned PM lessons. Like "nail down scope clearly before starting a project;" "line up executive sponsorship;" and "define your acceptance approach up front." An ounce of prevention...
Software Engineering Institute's (SEI) Capability Maturity Models (CMM). This site has much to share for the process oriented developer or leader interested in building a high performance software factory.
Project Management Templates
CAVEAT DOWNLOADER: While I checked these Microsoft Office files for viruses once upon a time, please practice safe surfing and scan all downloads to be sure they're clean. - Phil.
Project Initiation Checklist in html
Project Initiation Templates
PICHK.DOC Project Initiation Checklist for Small Projects. Scoping and sign-off document. It covers the many topics governing a project's charter. Assures your homework is done before asking for money. I use this frequently since it keeps me from getting into trouble.
RISK.XLS A project risk assessment spreadsheet.
GLOBAL.MPT 511KB (104KB zipped) A default Microsoft Project template with many useful settings.
STARTER.MPP Another default template, with a different set of assumptions.
MLOG2.DOC Issue Log. Probably the most revised document on most projects.
PIKO2.doc Project Initiation Kick Off Report. Announcing how you’re going to kick off the project. In memo form.
PIRPT2.DOC Project Initiation Report. This summarizes the results of the Project Initiation stage of the project and recommends proceeding to the next stage. It defines what work is to be done, what is to be delivered, how long it will take, by whom, how much it will cost and why it is worth doing.
STGAPVL2.DOC Stage End Approval Report. Project Phases are sometimes called "stages" (especially where English is spoken without an American accent).
STGCOST.XLS Costing spreadsheet by project stage/phase.
Examples
CASE0216.MPP 208K (36KB zipped CASEKOFF.DOC CASEPI2.DOC 158KB (46KB zipped) CASERISK.XLS IMLOG2.DOC Example Issue Log. PIAPVL.DOC Example Project Initiation Approval document. PMCMPI.DOC PRJCOST1.XLS
Project Control Templates
CCFORM2.DOC Change Request Form. Word template.
CCLOG2.DOC Change Request Log. A register for Change Request Forms. Word template.
FLASH.DOC A flash status report: Communicate weekly with this 1 pager. Word template.
STATUS.DOC Project Status Report. Another version of the Flash Status Report. Word template.
IMLOG2.DOC Issue Log template.
PBAGENDA.DOC Project Board Agendas: "Prototype Project Board Progress Review Meeting," "Project Board Progress Review Meeting". This supports one of the governance ideas in the project management process.
QRAG.DOC Quality Review Agenda. Meeting to confirm that the product is complete.
QREIL.DOC Quality Review Exception Item List. What needs to be fixed?
XSRPT.DOC Exception Situation Report. This document summarizes how and why the project is in an Exception Situation, the impact of doing nothing, recommended recovery actions, changes to the plan and the impact of this new plan upon the project. The proposed Exception Plan replaces the current Stage Plan. What to do when the plan goes kablooey.
Examples
AGND0104.DOC CCLOG2.DOC CR0001.DOC FLSH0396.DOC IMLOG2.DOC STAT0208.DOC More PM docs
pmprocess.doc (about 200K) A Project Management Process. If you care about program management, you'll like this. Dave Larsen wrote this project framework. It gives the metaframework for a project, major stages/phases, and for each substantial task. About 80 pages of task descriptions suitable for reuse in most IT projects. Based on experiences in the UK, US, and Japan on large projects.
pmcmpi.doc
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Project | management | tools | and | templates | to | keep | projects | organized | and | to | help | with | project | initiation | and | communication. |
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Project management tools and templates to keep projects organized and to help with project initiation and communication.
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