| Communication Plan |
View Demo Here Details who requires what information, when, in what format, how it will be delivered, and by whom. Rev 2.2; MS Excel ~295Kb |
| Quality Plan |
View Demo Here Explains how the Project Team will identify and meet the appropriate quality standards. Complete rewrite creates a more robust plan. Rev2.3; MS Word Doc ~126Kb |
| Resource Plan |
View Demo Here Details all of the goods, services, and personnel required by the project (including when they are needed and the projected cost). Rev 2.1; MS Word Doc ~39Kb |
| Change Control Plan |
View Demo Here Describes the process through which changes may be introduced into the project. This update is both more comprehensive and easier to use. Best Practice: Get this document signed by the Project Sponsor early in Planning and use it to control the high level scope definition found in the Project Charter. Later, use the same process to protect the integrity of your project scope baseline. Rev 3.0; MS Word Doc ~90Kb |
| Change Request Form |
View Demo Here Used by any stakeholder to request a change in the project. When it applies to scope, budget, schedule, quality, risk or Business Value, a formal Change Control Process is invoked. Change Requests are reviewed during regular project meetings. This update provides a much easier document for stakeholders, and supports more complete analysis by the project team. Rev3.0; MS Word Doc ~90Kb |
| Change Request Log |
View Demo Here Summarizes all project Change Requests and their status, and supports tracking of changes to project baselines. This update provides more complete Change Request information including cumulative impact of Change Requests to date and improved integration with other templates. Rev 3.0; MS Excel ~200Kb |
| Issue Log |
View Demo Here Helps you to track all project Issues and their status. Makes it easy to review open issues at every regular project meeting. This update supports the full issue management lifecycle, including Issue description, priority, issue type, status, root cause, involved stakeholders, action plan, link to change request, time and monetary cost to project and more. Rev 2.3; MS Excel xlsx ~133Kb |
| Lessons Learned Document |
Record commentary regarding Lessons Learned throughout the project in this form. Provides categories of project work to encourage group discussion. Rev 1.1; MS Word Doc ~39Kb |
| Business Project Charter |
View Demo Here This is a project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, risks and objectives. This project charter may be used in any general business project. Can serve as a companion document to the Project Evaluation Tool (see PMO templates). Rev 2.5; MS Word Docx ~75Kb |
| IT Project Charter |
View Demo Here This project charter may be used for internal IT projects or projects implemented by IT for one or more business customers. Describes what the project is, its benefits, costs, risks and objectives. This charter template is optimized for IT projects. Can serve as a companion document to the Project Evaluation Tool (see PMO templates). Rev 2.5; MS Word Docx ~75Kb |
| Project Charter Lite |
View Demo Here Quick charter document with much less overhead. Intended for small to medium projects but asks exactly the right questions for any project. Can serve as a companion document to the Project Evaluation Tool (see PMO templates). This update packs more information into a simple format. Rev 1.6; MS Word Docx ~90Kb. |
| Risk Management Plan |
View Demo Here Explains how the Project Team will identify, quantify, prioritize, and manage project risks. Once you have prepared this document you can use it over and over with little or no modification. Includes the most recent Risk Management terminology and a tight fit with the Risk Register. Rev 2.3; MS Word Doc ~152Kb |
| Standard Risk Register |
View Demo Here Use this template to document how the Project Team intends to respond to significant identified risks (threats and opportunities). Includes adjustable risk thresholds, Detectability, separate Threat and Opportunity Registers and a Risk x Detectability chart. Features extensive built-in help, customizable dropdown lists and more. . Rev 1.8; MS Excel xlsx ~664Kb |
| Scope Statement |
View Demo Here a.k.a. Scope Plan. Describes all of the work – and only the work – required to complete the project. This update provides a more comprehensive understanding of project scope, including high level Business Requirements and Project Management approach. Rev 3.0; MS Word Doc ~96Kbb |
| Scope Statement Instructions |
Explains how to fill out the Scope Statement (i.e. create a Scope Plan). Rev 2.1; MS Word Doc ~49Kb |
| Project Budget Planner |
View Demo Here A highly automated, start to finish project budgeting tool. Includes labor hours, labor and non-labor costs, hours and cost annualized and by project phase, post-project operation and maintenance, cost responsibility and cumulative cost curves. Updated to display costs on an annual or monthly basis. Now available in dollar and euro versions. Rev 1.3; MS Excel xlsx ~130Kb |
| Meeting Minutes |
View Demo Here A convenient format for recording minutes from Project team and other meetings. Rev 1.1; MS Word Doc ~27Kb |
| Status Report |
View Demo Here Used to report project status. Provides a consistent format, including an Executive Summary section, for enhanced communication with upper management. This update improves format and information content. Now in two versions, one with Earned Value and one without. Rev 2.3; MS Word Docx ~120Kb |
| Project Close Report |
Create this report at the very end of the project when all other work has been completed. The information provided on this template will allow management to evaluate project outcome. When this report is signed off, the project is officially closed. Rev 1.0; MS Word Doc ~130Kbb |
| Quick IT Project Risk Evaluator |
View Demo Here Easy to use tool asks 25 multiple choice questions that provide a surprisingly effective risk evaluation for any Information Technology project. Fully customizable; questions can be changed for any knowledge domain. Risk summary can be printed separately from the questionnaire. This template extends any project charter and directly supports the Project Evaluation Tool (see PMO templates). This update includes improved questions and updated scoring. Rev 1.2; MS Excel ~101Kb |
| Transition Checklist |
View Demo Here A quick check to ensure that deliverables of the project will be brought to full operational status, integrated into ongoing operations and maintained in a sustainable manner. An effective Transition is essential to the realization of Business Value after project completion. Update provides additional checklist questions and improved formatting. Rev 1.2; MS Word Doc ~120Kb |
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