All Project Management Templates, Checklists & Guidelines

PM Phases Project-wide Tools
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Concept and Selection
Initiation and Planning
Team Kickoff – Project Goals, Team Roles and Responsibilities
Project Kickoff Meeting Agenda and Guidelines
Multi-Project Kickoff Meeting Agenda
Team Member Introductions
Aligning and Adapting to Partner Perspectives
Team Roles and Responsibilities List
Project Team Organization and Assignments
Responsibility Allocation Matrix
Fast, Effective Ramp Up of New Team Members
Guideline for Deciding Whether to Outsource Work on a Project
Vendor Assessment Checklist
Partner Contract Guidelines
Communicate – With team and stakeholders
5-Step Tactical Influence Plan
Communications Plan
Action Item List Formats
Status Reports
Recording Key Project Decisions
Project Stakeholder/Influencer Assessment and Communication Plan
Stakeholder Analysis Summary Table
Team Meetings Descriptions Sample
Team Meeting Agenda
Team Meeting Minutes
Agile Technique Guideline: Standup Meetings
Agile Technique Guideline: Information Radiators
Project Escalation Process Guidelines
Establishing Ground Rules for Issue Escalation
Guidelines – Personality Types Impact on Team Interactions
A User's Guide to Working with Me
Scope – Define what the project must deliver
Documenting Project Assumptions and Constraints
Business Process Modeling Technique Brief
Project Scope Definition: Deliverables
Project Scope Definition: Vision Document
Project Scope Definition: Statement of Work (SOW)
Project Vision Example: Defining a Software Release Life Cycle
Software Release Life Cycle Phase 2: Scope Definition
Requirements – Details of what must be created
Requirements documents for different types of projects
Technique Brief – Context Diagrams
Business Requirements Document
Business Rules Management Guideline
Marketing Requirement Document
Product Requirements Specification
Software Release Team Member Glossary
Software Release Life Cycle Phase 1: Preliminary Requirements Gathering
Software Requirements Specification
New System Request for Proposal (RFP) Outline
IT Project Request for Proposal (RFP)
RFP for Training Program Development
Software Requirements Capture Guideline
Requirements Interview Checklist
Requirements Workshop Planning Guide
Training Needs Assessment Guidelines
Requirements Traceability Guideline
Requirements Change Management Guideline
Requirements Measurement Plan
Requirements Management Plan
Technique Brief – Context Diagrams
Use Case Specification
Agile Technique Brief: Requirements Cards
Benefits Realization Plan
Requirements Walkthrough Checklist
Planning – WBS, Schedule, Resources Functional, and Project Management Plans
Planning Process Guidelines
Planning and Scheduling: Task Identification and Work Breakdown
Planning and Scheduling: Identifying Dependencies
Planning and Scheduling: Assigning Resources
Planning and Scheduling: Estimating Work and Costs
Planning and Scheduling: Project Schedule and Critical Path
Planning and Scheduling: Create Project Plan Document
Task Responsibility Matrix Formats
Estimating Process and Methods
Pete's Estimating Laws
Scheduling Checklist
Milestone Table with Driver Tasks
Resource Leveling using Microsoft Project
Agile Technique Brief: Estimating
Software Release Life Cycle Overview
 
Planning – WBS, Schedule, Resources Functional, and Project Management Plans
Planning Process Guidelines (cont.)
WBS Example: Presentation Planning
Maintenance Planning Guidelines and Plan Outline
Software Release Life Cycle Phase 3: Planning and Negotiation
Project Team Rewards and Recognition Guideline
Project management plan documents – example variations
Micro-Project Plan Template and Example
Generic Project Plan Document
IT Project Plan Document
Development Project Plan
Software Project Plan
Project Plan Example – Small Project
Association High-Level Plan for PM Training Program
Example WBS & Schedules
Infrastructure Deployment WBS
WBS Example: Marketing Project
WBS Example: Market Research Planning
Renovation WBS and Draft Schedule
WBS and Project Schedule for Event Planning
ISO 9000 Registration
Brochure Planning WBS and Schedule
Integrated Hardware/Software Mechanical WBS
WBS Example: Vendor Selection Project
WBS Example: Agile Project Plan
WBS Example: Consulting Planning
WBS Example for LAN Installation Planning
Software Application Development WBS
Commercial Construction WBS and Draft Schedule
WBS and Project Schedule for House Construction
User Manual Planning WBS and Schedule
Department and Project Level WBS Example
WBS and Project Schedule for New Business Planning
WBS and Project Schedule for Trade Show Planning
MS Project Template for IT Software Development
WBS and Project Schedule for Office Relocation
Party Planning WBS and Schedule
WBS Example: A Holiday Dinner
WBS for Electromechanical Systems Project
WBS for Large Network Software Project
WBS & Gantt for 802.11 Master Development Schedule
WBS & Gantt for USB Development Schedule
Software Release Life Cycle WBS
Software Bug Fix WBS
Special planning approaches
Agile Technique Brief: Agile Planning
Spiral/Iterative Project Phase Approach
Software Release Life Cycle Overview
Introduction to Software Release Trains
Collaborative Milestone-Driven Planning Process
Planning and Managing Multiple Small Projects
Discontinuance End-of-Life Planning
Software Release Life Cycle Phase 4: Release Plan Refinement
Related functional plans
Marketing Plan
Discontinuance End-of-Life Planning
Project Overview Test Plan
Project Test Plan
Beta Test Plan
User Acceptance Test Plan
User Documentation Plan
New Product Manufacturing Plan
Maintenance Planning Guidelines and Plan Outline
Training Plan – High Level
Localization Guidelines
Project Training Plan
Risks- Assessment, Mitigation, Planning
Special Event Safety Plan
SWOT Analysis
Product and Project Risk Assessment and Mitigation Tables
Project Risk Checklist
Risk Management Model
Calculating Expected Monetary Value (EMV) of Risks
Risk Management Plan
Risk Management Process
Risk Strategy Selection Matrix
Medical Product Risk Management Process
System Hazard Analysis
User Impact Assessment (IT)
IT Process and Staff Impact Assessment
Budgeting- Resources and Budget
Project Budgets and Cost Tracking
Tools and Equipment List
Trade-offs- Identify, Analyze, and Review options
Planning and Scheduling: Make Trade-offs and Optimize
Project Flexibility Matrix
Project Alternatives Tradeoff Table
Agenda for Preliminary Design Review Meeting
Review Checklists: Preliminary Design Review
Cost Benefits Analysis
Late Cost Per Week Worksheet
Commitment- Approve and commit to project cost, time, scope
Project Plan Signoff Checklist
End of Initiation Phase Checklist
Phase signoff process
Execution and Approval
Specifications and Designs
Interface Protocol Document
Software Requirements Specification
Review, Test, Assess the Project and Its Major Deliverables
Reviews
Review Meeting Planning Worksheet
Review Checklists: Detailed Design Review
Review Checklists: Critical Design Review
Review Checklists: Final Design Review
Coding Review Guidelines
Project Progress Checklists for Sponsors and Managers
Testing with variations for different project types
Project Overview Test Plan
Project Test Plan
Beta Test Plan
User Acceptance Test Plan
Master Test List
Software Unit Test Plan and Report Guidelines
Integration Plan
System Test Plan
Software Integration Checklist
Software Release Life Cycle Phase 5: Development Tracking
Software Release Life Cycle Phase 6: Integration
Software Release Life Cycle Phase 7: System Test
QA and Beta Test Manager Job Descriptions
Software Release Life Cycle Phase 8: Internal Testing (Alpha)
Software Release Life Cycle Phase 9: External Testing (Beta)
Software Test Transfer Forms
Maintenance Planning Guidelines and Plan Outline
Discontinuance End-of-Life Planning
Marketing Plan
Localization Guidelines
 
Track Progress of schedule and deliverables
Milestone Table with Driver Tasks
Action Item List formats
Tracking with Visible Deliverables
Tracking Example – Small Project
Executive Summary of Project Status/Risks
Manage and Control the Work and Changes
Configuration Management Plan
Requirements Change Management Guideline
Issue Resolution Status Report
Change Control Form
Guideline for a Simple Change Control Process
Impact Analysis
Software Bug Fix WBS
Communicate Progress and Issues
Agile Technique Guideline: Standup Meetings
Agile Technique Guideline: Information Radiators
Change Management Planning Worksheet
Project or Software Release One – Page Summary
Project Status Reports
Project Scorecard
Executive Summary of Project Status/Risks
Project and Pipeline Status Report – 3 page format
Issue Resolution Status Report
Project Escalation Process Guidelines
Team Meeting Agenda
Team Member Status Report
Approve project deliverables readiness
Guideline for a Simple Signoff Process
End of Approval Phase Checklist
End of Execution Phase Checklist
Customer Acceptance Checklist
Guidelines – Completion Criteria
Release Decision Process Guidelines
Project Cancellation Guidelines
Phase Signoff Process
Variations for specific projects
Checklist for Manufacturing Release Readiness
Software Quality Release Criteria
Delivery and Closeout
Additional Templates, Checklists & Guidelines
Project-Wide Templates
Communication, Status, Meetings
Technique Brief: Daily Hot-List Meeting
Establishing Meeting Ground Rules
Meeting Evaluation Guidelines
Meeting Minutes Formats
Team Meetings Descriptions Sample
Brainstorming Meeting Techniques
Root Cause Analysis Checklist
Problem-Solving Tools and Techniques
Recommendation Template
Speaking Up – How to Make Your Case
Project Escalation Process Guidelines
Effective Meetings Checklist
Review Meeting Planning Worksheet
Team Meeting Agenda
Project Status Reports
Project Scorecard
Project and Pipeline Status Report – 3 page format
Tracking Example – Small Projects
Issue Resolution Status Report
Simple Portfolio Status Report
Lessons Learned Survey
Lessons Learned Meeting Agenda
Lessons Learned Meeting Report
Action Item List Formats
Agenda: Software Development Manager's Offsite Meeting
Executive Summary of Project Status/Risks
Preventing & Solving Meeting Disruptions
Guidelines – Personality Types Impact on Team Interactions
Project Leader's Role in Managing Conflict
Web Conference Planning Activities
 
Project Management Processes and Deliverables
Business Data Dictionary Template
25 Project Management Terms Defined (excerpt)
Creating the Right Software Project Organization
Development Process Quick Reference
Deliverables Definition Form – Project Documents
Project Deliverables Release Form
Change Control Form
Lessons Learned Meeting Report
Project Manager & Team Member Performance Appraisals
Project Manager Development Profile
Fast, Effective Ramp Up of New Team Members
Licensing Project Management Guidelines
Project Processes Applied: Holiday Gift Shopping
Adapting Processes for Different Projects
Miscellaneous
Business Process Modeling Technique Brief
Consulting Contract Guidelines and Examples
Project Management Sudoku Puzzles
Conducting a Basic Pareto Analysis
Personal Time Management Assessment Log
Priorities, Goals, and Actions Alignment Worksheet
Ways to Gain PM Skills and Experience
Leadership and the Project Lifecycle
Localization Guidelines
PMP® Exam Study Group Guidelines
Project Management Crossword Puzzle
Project Management Word Search Puzzles
"Sweet" Team Building Suggestion
Project Portfolios, PMO and Managing Multiple Projects    
Releases and Agile    
Software Release Processes
Introduction to Software Release Trains
Software Release Life Cycle Overview
Software Release Manager Job Description
Project or Software Release One-Page Summary
Project Vision Example: Defining a Software Release Life Cycle
Software Release Team Member Glossary
Software Release Life Cycle WBS
Software Release Life Cycle Phase 1: Preliminary Requirements Gathering
Software Release Life Cycle Phase 2: Scope Definition
Software Release Life Cycle Phase 3: Planning and Negotiation
Software Release Life Cycle Phase 4: Release Plan Refinement
Software Release Life Cycle Phase 5: Development Tracking
Software Release Life Cycle Phase 6: Integration
Software Release Life Cycle Phase 7: System Test
Software Release Life Cycle Phase 8: Internal Testing (Alpha)
Software Release Life Cycle Phase 9: External Testing (Beta)
Software Release Life Cycle Phase 10: Delivery
 
Agile and Iterative Methods and Techniques
Speed Readiness Assessment
Spiral/Iterative Project Phase Approach
Agile Method Brief – Crystal
Agile Method Brief – FDD
Agile Method Brief – Scrum
Agile Method Brief – Extreme Programming
Checklist for Trying Out Agile on a Project
Selecting Appropriate Agile Methods
Agile Technique Guideline: Standup Meetings
Agile Technique Guideline: Information Radiators
Agile Technique Brief: Retrospectives
Agile Technique Brief: Requirements Cards
Agile Technique Brief: Estimating
Agile Technique Brief: Agile Planning
Agile Technique Brief: Project Value Models
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