| Change Management Plan | Describes the process through which changes may be introduced into the project. This document should be reviewed and customized by the Project Team early in the project. Rev 2.1; File size = 48Kb; last update 9-30-2004 |
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| Change Request Form | Used by any stakeholder to request a change in the project. When it applies to scope, budget, schedule, or quality, a formal Change Control Process is invoked. Change Requests are reviewed during regular project meetings. Rev 2.1; File size = 35Kb; last update 10-07-2004 |
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| Change Request Log | Summarizes all project Change Requests and their status. Rev 2.1; File size = 138Kb; last update 8-19-2004 |
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| Communication Plan | Details who requires what information, when, in what format, how it will be delivered, and by whom. Rev 2.2; File size = 295Kb; last update 3-5-2005 |
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| Cumulative Cost Curve Template - Dollars | Enter planned and actual project costs; template calculates cumulative cost curve and provides a chart. Useful for projects from 4 to 24 reporting periods in duration. Rev 1.0; File size = 39Kb; last update 3-29-2005 |
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| Cumulative Cost Curve Template - Percent | Estimate planned costs (percent per reporting period) and enter actual project costs; template calculates cumulative cost curve and provides a chart. Useful for projects from 4 to 24 reporting periods in duration and budget is uncertain. Rev 1.0; File size = 44Kb; last update 3-29-2005 |
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| Issue Document | Used by any stakeholder to report an issue in the project. Rev 2.2; File size = 34Kb; last update 3-5-2005 |
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| Issue Log | Summarizes all project Issues and their status. Open issues are reviewed at every regular project meeting. Rev 2.1; File size = 99Kb; last update 8-30-2004 |
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| Meeting Minutes | A convenient format for recording minutes from Project team and other meetings. Rev 1.1; File size = 27Kb; last update 3-5-2005 |
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| Milestone Schedule | A Microsoft Project file that provides the Project Team with a head start in construction of a milestone schedule. Used to show project status in executive presentations. Rev 2.1; File size = 248Kb; last update 3-6-2005 |
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| Monthly Status Report | Used to report project status. Provides a consistent format, including an Executive Summary section, for enhanced communication with upper management. Rev 2.1; File size = 42Kb; last update 3-6-2005 |
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| Phase Exit Plan | Details all requirements that must be met before the Project Team can exit one project phase or begin the next. Can serve as the basis for end-of-phase project reviews. Rev 2.1; File size = 31Kb; last update 3-6-2005 |
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| Procurement Plan | Details how the Project Team will go about acquiring significant goods and services required for the project but only available from outside organizations (e.g., RFI and RFP processes). Rev 2.2; File size = 39Kb; last update 1-6-2006 |
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| Project Budget Lite | Details sources of project cost, expenditures over time. Includes a chart that can be used to display cumulative project cost. Rev 2.0; File size = 57Kb; last update 3-12-2005 |
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| Project Budget Planner | Project Budget Planner is 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. Rev 1.0; File size = 266Kb; last update 1-8-2006 |
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| Project Charter | A project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, timeframe and objectives. Rev 2.2; File size = 62Kb; last update 3-6-2005 |
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| Project Charter Instructions | Instructions on how to fill out a Project Charter. Rev 2.2; File size = 58Kb; last update 3-6-2005 |
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| Project Charter Budget Worksheet | A Budget worksheet designed to help the Charter team develop a reasonable accurate Project Cost Estimate. Rev 1.3; File size = 54 Kb; last update 3-6-2005 |
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| Project Charter - Deliverables | Scope addendum for the Project Charter. Use this if the Scope section is more than one page in length. Rev 2.1; File size = 22Kb; last update 3-6-2005 |
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| Project Charter - Milestones | Schedule addendum for the Project Charter. Use this if the Schedule section is more than one page in length. Rev 2.1; File size = 23Kb; last update 3-6-2005 |
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| Project Charter Lite | Quick charter document with much less overhead. Intended for smaller projects. Rev 1.0; File size = 41Kb; last update 1-14-2006 |
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| Project Plan | A linkage document that points to all other planning documents used in this project. Rev 2.1; File size = 45Kb; last update 3-6-2005 |
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| Project Planning Risk Evaluation Checklist | Ensures that all essential aspects of project planning are completed for this project. Rev 2.1; File size = 64Kb; last update 3-6-2005 |
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| Project Schedule | A Microsoft Project file that provides the Project Manager with Project Phases and standard deliverables for each phase. To be customized as necessary for each project. Rev 2.1; File size = 300Kb; last update 3-9-2005 |
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| Quality Plan | Explains how the Project Team will identify and meet the appropriate quality standards. Rev 2.2; File size = 37Kb; last update 3-7-2005 |
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| Resource Plan | Details all of the goods, services, and personnel required by the project (including when they are needed and the projected cost). Rev 2.1; File size = 39Kb; last update 3-7-2005 |
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| Responsibility Assignment Matrix (RAM) | A chart that displays who, in which role, is responsible for which tasks. Rev 2.1; File size = 548Kb; last update 8-31-2004 |
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| Risk Assessment SOW | A sample Statement of Work that can be used if the project team must contract with an outside organization to perform a project risk assessment. Rev 2.1; File size = 46Kb; last update 3-9-2005 |
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| Risk Management Plan | Explains how the Project Team will identify, quantify, prioritize, and manage project risks. Rev 2.2; File size = 49Kb; last update 4-4-2006. |
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| Risk Management Schedule | A Microsoft Project file with tasks typically required for risk management in a project. Rev 2.0; File size = 250Kb; last update 9-8-2003 |
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| Risk Response Plan | Details on how the Project Team intends to respond to significant identified risks (threats and opportunities). Includes adjustable risk thresholds. Rev 1.3; File size = 1432Kb; Last update: 4-4-2006 |
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| Scope Statement Lite | A simpler Scope document for Tier 1 ("Small") projects. Describes all of the work – and only the work – required to complete the project. . If it is not explicitly included in the Scope Statement, it is implicitly excluded from the project. Rev 1.1; File size = 41Kb; last update 3-9-2005 |
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| Scope Statement | Describes all of the work – and only the work – required to complete the project. If it is not explicitly included in the Scope Statement, it is implicitly excluded from the project. Rev 2.1; File size = 47Kb; last update 12-20-2004 |
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| Scope Statement Instructions | Explains how to fill out the Scope Statement. Rev 2.1; File size = 49Kb; last update 3-9-2005. |
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| Transition Checklist | 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. Rev 1.0; MS Word Doc ~126Kb |
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| Transition Plan Template | Transition Plan is used to ensure that deliverables of the project will be brought to full operational status, integrated into ongoing operations and maintained in a sustainable manner. Rev 1.0; MS Word Doc ~127Kb |
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| Lessons Learned Checklist | Checklist format provides an easy means of documenting Lessons Learned throughout the project. Rev 1.1; File size = 67Kb; last update 2-10-2005 |
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| 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; File size = 39Kb; last update 2-10-2005 |
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| PMO Charter - Instructions | Provides a framework for writing a PMO Charter. Instructions are included for each section. To be used with the companion document, "PMO Charter – Example". Updated for use in the CVR/IT Consulting workshop "Develop a PMO Charter" (contact us for details). Rev 1.1; File size = 231Kb; last update 2-26-2006 |
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| PMO Charter - Example | Sample PMO Charter. Use the text as is or modify to fit the circumstances of your organization. To be used with the companion document, "PMO Charter – Instructions". Rev 1.1; File size = 273Kb; last update 3-13-2006 |
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| Program Charter | Aids in the definition of a new Program. Provides the information required for the program approval process. Rev 1.0; File size = 44Kb; last update 1-07-2006. |
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| Program Risk Evaluation Checklist | Aids in the evaluation of Program risk. Covers several areas of Program Management including Planning, Finances, Communication, Quality and Risk. Rev 1.0; File size = 55Kb; last update 1-07-2006. |
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| Project Dashboard. | A Microsoft Project file that allows display of essential status and descriptive information about an organization's suite of projects. Rev 1.0; File size = 167Kb; last update 8-19-2005. |
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| Organizational Change Management Plan | Provides instructions and format for a plan that can guide the PMO or project team in building support for the project, especially when support is lacking. Rev 1.1; File size = 151Kb; last update 3-6-2005 |
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| Manager Self Evaluation | An easy to use instrument that provides any manager with a means of evaluating their strengths and weaknesses. Can be the starting point for a professional self-improvement program. Rev 1.0; File size = 38Kb; last update 1-14-2006 |
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| Sponsor Brochure | This tri-fold, color brochure explains the role of the Project Sponsor during each phase of the project. Use it to encourage a constructive level of Sponsor participation. Rev 1.0; File size = 542Kb; last update 1-8-2006 |
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| Cost Benefit Analysis | A vehicle in which to document the pros and cons of various project approaches and why the current approach was selected. Rev 2.3; File size = 235Kb; last update 3-6-2005 |
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| Use Case Template | Used to document functional requirements of the project that can be expressed as Use Cases. Rev 1.1; File size = 41Kb; last update 3-9-2005 |
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| Candidate Rating Form | Used to track the ratings given to job candidates. List critical rating factors, apply weights, record evaluation of up to three reviewers per candidate. Automatically summarizes all reviews on a single page. Rev 1.1; File size = 258Kb; last update 3-5-2005 |
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| Client Reference Rating Form | Used when contacting references supplied to you by a vendor or consultant whom you are evaluating. Provides a means of quantifying and tracking what you learn from the references. Use with the Client Reference Rating Summary. Rev 1.1; File size = 34Kb; last update 3-5-2005 |
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| Client Reference Rating Summary | Used when contacting references supplied to you by a vendor or consultant whom you are evaluating. Provides a means of summarizing your findings. Use with the Client Reference Rating Form. Rev 1.1; File size = 235Kb; last update 3-10-2005 |
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| Consultant Evaluation Form | Allows a group to quantify and record their evaluation of consultants or vendors. Use with the Consultant Evaluation Summary. Rev 1.1; File size = 46Kb; last update 3-5-2005 |
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| Consultant Evaluation Summary | Allows a group to summarize their findings when evaluating consultants or vendors. Use with the Consultant Evaluation Form. Rev 1.0; File size = 221Kb; last update 7-30-2004 |
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| Vendor Product-Presentation Ratings Form | Allows a group to quantify and summarize their ratings of presentations done by multiple vendors. Rev 1.1; File size = 126Kb; last update 3-10-2005 |
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| Vendor Proposal Ratings Form | Allows a group to quantify and summarize their ratings of proposals provided by multiple vendors. Rev 1.1; File size = 61Kb; last update 3-12-2005 |
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| Contract for Services | Template for a Contract for Services. Modeled after a contract for copier/print services. Rev 1.1; File size = 37Kb; last update 3-5-2005 |
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| Service Level Agreement | Example agreement to establish a pre-determined level of service. Rev 1.0; File size = 68Kb; last update 12-7-2003 |
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| Statement of Work | Example Statement of Work (SOW) for a Services Agreement. Rev 1.0; File size = 67Kb; last update 12-7-2003 |
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