| Scope Statement Lite |
View Demo Here This is a simple Scope Plan document for smaller projects. Describes all of the work, and only the work, required to complete the project. This update provides a more complete understanding of scope in a simple format. Rev 1.3; MS Word Docx ~30Kb |
| Scope Statement |
View Demo Here a.k.a. Scope Plan. Describes all of the work, and only the work, required to complete the project. Update provides a more comprehensive understanding of project scope, including high level Business Requirements and Project Management approach. Rev 3.0; MS Word Doc ~~96Kb |
| Scope Statement Instructions |
Explains how to fill out the Scope Statement (i.e. create a Scope Plan). Rev 2.1; MS Word Doc ~49Kb |
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Project Schedule |
| 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; MS Project ~248Kb |
| 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. MS Project ~300Kb |
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Project Budget |
| Project Budget Lite |
View Demo Here Details sources of project cost, expenditures over time. Includes a chart that can be used to display cumulative project cost. Rev 2.0; MS Excel ~57Kb |
| 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 |
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Project Procurement
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| Procurement Plan |
View Demo Here 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; MS Word Doc ~39Kb |
| Candidate Rating Form |
View Demo Here 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; - MS Excel ~258Kb |
| 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; MS Word Doc ~34Kb |
| 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; MS Excel ~235Kb |
| Consultant Evaluation Form |
View Demo Here Allows a group to quantify and record their evaluation of consultants or vendors. Use with the Consultant Evaluation Summary. Rev 1.1; MS Word Doc ~46Kb |
| Consultant Evaluation Summary |
Allows a group to summarize their findings when evaluating consultants or vendors. Use with the Consultant Evaluation Form. Rev 1.0; MS Excel ~221Kb |
| Vendor Product-Presentation Ratings Form |
Allows a group to quantify and summarize their ratings of presentations done by multiple vendors. Rev 1.1; MS Excel ~126Kb |
| Vendor Proposal Ratings Form |
View Demo Here Allows a group to quantify and summarize their ratings of proposals provided by multiple vendors. Rev 1.1; MS Excel ~61Kb |
| Contract for Services |
Template for a Contract for Services. Modeled after a contract for copier/print services. Rev 1.1; MS Word Doc ~37Kb |
| Service Level Agreement |
Example agreement to establish a pre-determined level of service. Rev 1.0; MS Word Doc ~68Kb |
| Statement of Work
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Example Statement of Work (SOW) for a Services Agreement. Rev 1.0; MS Word Doc ~67Kb |
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