| 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. Rev 3.0; 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 |
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Status Reporting |
| Easy Earned Value™ |
View Demo Here Good News! Earned Value is now easy enough to use in small projects. Two Easy Earned Value™ workbooks (one for cost, the other for labor hours) make Earned Value Management practical for any project that lasts at least 3 months. This update allows use of any Earned Value Rule on any task. Rev 1.1; MS Excel xlsx ~146Kb |
| 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 Status Presentation Template |
This template is great in project review meetings. The format is simple and direct, focusing on objectively measurable results and exceptions to plan. This format supports "Reporting by Exception" where every project report is limited to five minutes. This update improves Earned Value reporting. Rev 1.1; MS Powerpoint ~255Kb |
| Meeting Minutes |
View Demo Here A convenient format for recording minutes from Project team and other meetings. Rev 1.1; MS Word Doc ~27Kb |
| Cumulative Cost Curve Template: Dollars (with Sample Data) |
View Demo Here 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; MS Excel ~39Kb |
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Issues Management |
| Issue Document |
Used by any stakeholder to report an issue in the project. This update substantially improves the information used to report and understand project issues. Rev 2.3; MS Word Docx ~28Kb |
| 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 |
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Contracting |
| 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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