Template Set |
Templates Included
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Project Initiation
16 Templates
(For full details on each template in this set, click here.) |
Business Case; Project Charter
- Business Case
- Business Project Charter
- IT Project Charter
- Project Charter Lite
- Support Analysis
- PM Charter Supplemental Documents:
- Project Charter: Business Requirements
- Project Charter:Deliverables - Scope
- Project Charter: Milestones - Schedule
- Project Selection Criteria
- Quick IT Project Risk Evaluator
- Preliminary Project Cost Estimator
- Simple Stakeholder Register
- Flexibility Matrix Analysis
Preliminary Budget Analysis
- Cost Benefit Analysis
- Project Charter Budget Worksheet
- SWAGMeister - using PERT for Budgeting
For full details on each template in this set, click here.
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Project Planning 1
17 Templates
(For full details on each template in this set, click here.) |
Project Scope
- Scope Statement Lite
- Scope Statement
Project Schedule
- Milestone Schedule
- Project Schedule
Project Budget
- Project Budget Lite
- Project Budget Planner (3 versions)
Procurement & Contracting
- Procurement Plan
- Candidate Rating Form
- Client Reference Rating Form
- Client Reference Rating Summary
- Consultant Evaluation Form
- Consultant Evaluation Summary
- Vendor Product-Presentation Ratings Form
- Vendor Proposal Ratings Form
- Contract for Services
- Service Level Agreement
- Statement of Work
For full details on each template in this set, click here.
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Project Planning 2
13 Templates
(For full details on each template in this set, click here.) |
Project Plans
- Change Control Plan
- Communication Plan
- Phase Exit Plan
- Project Performance Commitment
- Project Plan
QualityPeople
- Commitments Agreement Form
- Resource Plan
- Responsibility Assignment Matrix (RAM)
- Roles and Responsibilities
- Stakeholder Register
- Training Plan
For full details on each template in this set, click here.
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Risk Management
12 Templates
(For full details on each template in this set, click here.) |
Risk Management
- CRRCA® - Comprehensive Risk Register with Cost Analysis
- Standard Risk Register
- Risk Identification Tool
- Opportunity Discovery Template
- Project Planning Risk Evaluation Checklist
- Program Risk Evaluation Checklist
- Risk Assessment SOW
- Risk Management Plan
- Risk Management Schedule
- Quick IT Project Risk Evaluator
Issues ManagementFor full details on each template in this set, click here.
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Execution, Control and Contract
20 Templates
(For full details on each template in this set, click here.) |
Change Control
- Change Control Plan
- Change Request Form
- Change Request Log
Status Reporting and Meeting Minutes
- Easy Earned Value™ (2 versions)
- Status Report
- Project Status Presentation Template
- Meeting Minutes
- Cumulative Cost Curve Template (2 versions)
Issues ManagementContracting
- Candidate Rating Form
- Client Reference Rating Form
- Client Reference Rating Summary
- Consultant Evaluation Form
- Consultant Evaluation Summary
- Vendor Product-Presentation Ratings Form
- Vendor Proposal Ratings Form
- Contract for Services
- Service Level Agreement
- Statement of Work
For full details on each template in this set, click here.
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Transition and Close
5 Templates
(For full details on each template in this set, click here.) |
Transition
- Transition Checklist
- Transition Plan
Close
- Lessons Learned Checklist
- Lessons Learned Document
- Project Close Report
For full details on each template in this set, click here.
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Business Analysis
25 Templates in 14 documents
(For full details on each template in this set, click here.) |
Business Case
- Business Case - One Project Approach
- Business Case - Many Project Approaches
- Business Case Alternatives Analysis Tool
- Business Case Interview Questions
- Cost Benefit Analysis
Requirements
- Project Requirements Document
- Analytical Hierarchical Process (AHP)
- BA Productivity Pack
- Project Ecosystem
- Requirements Team Contact Info
- Stakeholder List with RACI
- Requirements Risk Analysis
- Data Definitions
- Requirements Types
- Business Process Analysis Toolkit
- BPA Mini-Charter
- Stakeholders Analysis
- Meeting Preparation Document
- GQM
- ETVX
- SIPOC
- STP
- Requirements Management Plan
- Requirements Process Resource Plan
- Support Analysis
- Use Case Template
Organizational Adoption
- Organizational Readiness Assessment
For full details on each template in this set, click here.
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PMO, Program and Portfolio Management
31 Templates
(For full details on each template in this set, click here.) |
PMO
- PMO Charter - Example
- PMO Charter - Instructions
- Support Analysis
Organizational Change
- Organizational Change Management Plan
- Organizational Readiness Assessment
- Marketing Plan
- Manager Self Evaluation
- Sponsor Brochure
Program Management
- Program Charter
- Program Risk Evaluation Checklist
Project Portfolio Management
- Project Portfolio Definition
- Portfolio Issues Log
- Project Dashboard
- Project Evaluation Tool
- AHP for project prioritization
- Project Sizing Chart
Business Case; Project Charter
- Business Case - One Project Approach
- Business Project Charter
- IT Project Charter
- Project Charter Lite
- Support Analysis
- PM Charter Supplemental Documents:
- Project Charter: Business Requirements
- Project Charter: Deliverables - Scope
- Project Charter: Milestones - Schedule
- Project Selection Criteria
- Quick IT Project Risk Evaluator
- Preliminary Project Cost Estimator
- Simple Stakeholder Register
- Project Charter Budget Worksheet
- SWAGMeister - using PERT for Budgeting
- Flexibility Matrix Analysis
- Cost Benefit Analysis
For full details on each template in this set, click here.
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