Quicklinks • • • • • • Tools, Templates, and Reference Materials These customized project management resources and templates will assist you throughout the lifecycle of a project. See our page for non-project-specific templates. Start a Project Proposal Initial document for proposing a new project. This document is available in: • • Charter Formal project document defining scope, objectives and deliverables. The charter is your project's 'contract,' defining what you will accomplish, how you'll do it, and when it will be complete. This document is available in: • • (Beta) Slim Charter The Slim Charter is a more light-weight chartering option for class 2 and some class 3 projects. Class 4 and 5 projects are not eligible to use the Slim Charter format. For Class 3 projects, please contact PMG before using this form. This document is available in: • • Steering Committee Charter Formal document template for charging a project steering committee. This document is available in: • • Project Classification Calculator (Risk and Contingency Matrix) Used to determine project size classification. Also included in the project proposal template. This document is available in: • • Project Initiation Process Flow Flow chart of steps and resource to take a request from idea to an approved project. This document is available in: • • Manage a Project Status Report Standard template for regular status reports to keep project sponsors, teams, and constituents informed. This document is available in: • • Requirements Gathering Overview This a reference of tools that a business analyst may find useful when gathering requirements for a project. • Requirements Tracking Spreadsheet Formatted spreadsheet designed to track development features from proposal through release. Includes instructions. • Functional Specification Template for outlining the functional goals and requirements of a project. • • (Example) Business Process Map Template for mapping out the business process associated with a project. • • Project Budget Supplemental Project Charter document for detailing proposed project expenses. This document is available in MS Excel format: • • Communication Plan Simple template used to identify and manage project communication needs. This document is available in: • Project Change Control Form Formal project document used to describe and request approval for changes to project scope, time line or resources. This document is available in: • • Work Package Templates Standard template for defining the scope, resources, and time line for individual work packages within a project. The Xerox Services Healthcare Payer Group is a global services organization of more than 860 IT professionals, including 410 software developers. Parent firm Xerox is one of the world’s leading providers of business process and document management services. Situation: The company needed to make global development project teams more cohesive, productive, and competitive. A series of acquisitions had resulted in a mix of third-party and homegrown software development and project management tools and methodologies. Streamline your project tracking with ready-to-use project management templates in Excel. The beauty of a template is that you have a starting point you can use again. When you start up Excel, the first window you see will contain a search field for online templates. When you're starting from an existing workbook, go to File > New to arrive at the same view. Excel comes with a selection of pre-installed templates. Looking for a project charter template or a sample? Check out the project charter toolkit, with FREE to use template, samples, examples, guide and even video tutorials. Benefits: • Improve productivity up to 40 percent • Reduce IT costs up to 30 percent • Use development resources more flexibly. Arup is the creative force at the heart of many of the world’s most prominent projects in the built environment. From more than 90 offices worldwide, Arup planners, designers, engineers, and consultants deliver innovative projects across the globe. Situation: Arup had a global IT Portfolio Management Office (PMO), but that office had to manually create status reports using spreadsheets and email updates from regional offices. Benefits: • Quick, easy insight into project status • Simple yet effective ideation platform • Anywhere access to project data • Platform for continuous improvement.
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March 2018
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