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Project Management Templates (Grouped by Phase)

Concept and Selection: Evaluate a New Project Idea and decide whether to launch a full project
 
Initiation and Planning: Kick off a team and define and plan the new project
 
Execution and Approval: Create the project's deliverables, monitor progress, assess customer readiness
 
Delivery and Closeout: Transfer the deliverables to customers and complete the project
Browse by Project Type
Hardware/Software Development
 
IT Projects
 
Project Portfolios
 
Managing Software Projects

Concept and Selection Phase

Project Proposal and Evaluation
New Project Proposal
Opportunity Screening Worksheet
Risk Management Model
Project Selection and Controlling Project Starts
New Product Business Plan
Marketing Requirements Document
Product Definition - Critical Success Factors
Project Scope Definition: Mission Statement
Project Scope Definition: Deliverables
Software Release Life Cycle Phase 1: Preliminary Requirements Gathering
End of Concept Phase Checklist
Project Team Startup
Project Charter
Project Manager/Team Leader Selection
PM Appointment Letter
Project Sponsor
Project Team Leader Description - Roles & Responsibilities
Leadership and the Project Lifecycle
PM Coaching Guidelines
Project Coaching Check-in Calendar and Worksheet
Effective Meetings Checklist
Action Item List Formats

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Initiation and Planning Phase

Project Definition and Requirements
Project Scope Definition: Vision Document
Project Scope Definition: Statement of Work (SOW)
Consulting Contract Guidelines and Examples
Product Requirements Specification
Software Requirements Specification
Software Requirements Capture Guideline
New System Request for Proposal Outline
Requirements Change Management Guideline
Requirements Traceability Guideline
RFP for Training Program Development
Training Needs Assessment Guidelines
IT Project Request for Proposal (RFP)
Agenda for Preliminary Design Review Meeting
Review Checklists: Preliminary Design Review
Project Vision Example: Defining a Software Release Life Cycle
End of Initiation Phase Checklist
Team and Communication
Agile Technique Guideline: Standup Meetings
Project Kickoff Meeting Agenda and Guidelines
Multi-Project Kickoff Meeting Agenda
Team Roles and Responsibilities List
"Sweet" Team Building Suggestion
Project Team Organization and Assignments
Responsibility Allocation Matrix
Task Responsibility Matrix Formats
Project Escalation Process Guidelines
Software Release Team Member Glossary
Project Stakeholder/Influencer Assessment and Communication Plan
Communications Plan
Team Meetings Descriptions Sample
Team Meeting Agenda
Milestone Table with Driver Tasks
Collaborative Milestone-Driven Planning Process
Vendor Assessment Checklist
Partner Contract Guidelines
Guidelines - Personality Types Impact on Team Interactions
Project Team Rewards and Recognition Guideline
Planning, Scope, Risk, Tradeoffs
Development Project Plan
Software Project Plan
Project Plan Example – Small Project
Project Alternatives Tradeoff Table
Project Flexibility Matrix
Product and Project Risk Assessment and Mitigation Tables
Risk Management Plan
Risk Management Process
Calculating Expected Monetary Value (EMV) of Risks
Risk Strategy Selection Matrix
Plan Development: Task Identification - Work Breakdown Structure
Plan Development: Task Assignment and Deliverables
Plan Development: Logical Relationships/Dependencies
Plan Development: Task Duration
Plan Development: Project Schedule and Critical Path
Plan Development: Optimizing Project Plan Tradeoffs
Discontinuance End-of-Life Planning
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
Marketing Plan
Project Overview Test Plan
Beta Test Plan
Tools and Equipment List
New Product Manufacturing Plan
User Documentation Plan
Communications Plan
Association High-Level Plan for PM Training Program
Training Plan - High Level
Planning and Managing Multiple Small Projects
Scheduling, Costs, and Estimating
Department and Project Level WBS Example
Scheduling Checklist
Resource Leveling using Microsoft Project
Estimating Process and Methods
Pete's Estimating Laws
Project Budgets and Cost Tracking
Software Release Life Cycle WBS
MS Project Template for IT Software Development
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

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Execution and Approval Phase

Ongoing Planning
Software Release Life Cycle Overview
Introduction to Software Release Trains
Software Bug Fix WBS
Maintenance Planning Guidelines and Plan Outline
Discontinuance End-of-Life Planning
Marketing Plan
Localization Guidelines
Specifications
Interface Protocol Document
Software Requirements Specification
Tracking and Status
Agile Technique Guideline: Information Radiators
Phase Signoff Process
Milestone Table with Driver Tasks
Tracking with Visible Deliverables
Tracking Example – Small Project
Change Control Form
Issue Resolution Status Report
Guidelines - Completion Criteria
Checklist for Manufacturing Release Readiness
Project or Release One-Page Summary
Team Member Status Report
Project Status Reports
Project and Pipeline Status Report - 3 page format
Executive Summary of Project Status/Risks
Reviews
Review Checklists: Detailed Design Review
Review Checklists: Critical Design Review
Review Checklists: Final Design Review
Coding Review Guidelines
Internal Testing
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
Software Test Transfer Forms
Approval Testing
Project Overview Test Plan
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
Master Test List
Beta Test Plan
User Acceptance Test Plan
Customer Acceptance Checklist and Signoff
Completion Criteria/Checklists
Release Decision Process Guidelines
Software Quality Release Criteria
End of Approval Phase Checklist
End of Execution Phase Checklist

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Delivery and Closeout Phase

Project Completion
Software Release Life Cycle Phase 10: Delivery
Project Cancellation Guidelines
End of Delivery Phase Checklist
Close-out Activities
Project Closeout Meeting Agenda
Guidelines - Completion Criteria
Lessons Learned Survey
Lessons Learned Meeting Agenda
Lessons Learned Meeting Report

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General Templates

Communication, Status, Meetings
Meeting Evaluation Guidelines
Meeting Minutes Formats
Team Meetings Descriptions Sample
Brainstorming Meeting Techniques
Problem-Solving Tools and Techniques
Project Escalation Process Guidelines
Effective Meetings Checklist
Review Meeting Planning Worksheet
Team Meeting Agenda
Project Status Reports
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
Meeting System IQ Test
Solving Meeting Disruptions
Guidelines - Personality Types Impact on Team Interactions
Web Conference Planning Activities
Project Management Processes and Deliverables
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
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

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Project Portfolios, PMO and Managing Multiple Projects

Project Portfolio
Introduction to Project Portfolio Management
Portfolio Manager Job Description
Ranked Project List
Setting Strategic Project Selection Criteria
Strategic Project Prioritization Worksheet
Portfolio Data Collection Letter
Department and Project Level WBS Example
Project Management Office
Product Manager Roles and Responsibilities in the Development Life Cycle
Project Manager Development Profile
Project Management Software Tools Evaluation
Implementing PM Procedures and Developing Skills
Development Process Quick Reference
New Project Proposal
Project Manager/Team Leader Selection
Project Manager Support Survey
Project Support Group Survey and Results
Company Program for Ongoing PM Learning
RFP for Training Program Development
Budget for Project Management Support Group
PM Support Website Requirements Checklist
PM Coaching Guidelines
Project Coaching Check-in Calendar and Worksheet
Adapting Processes for Different Projects
Managing Multiple Projects
Project Selection and Controlling Project Starts
Planning and Managing Multiple Small Projects
Simple Portfolio Status Report

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Managing Software Projects

Software Development Processes
Agenda: Software Development Manager's Offsite Meeting
Spiral/iterative project phase approach
Creating the Right Software Project Organization
Software Requirements Specification
Software Requirements Capture Guideline
Requirements Change Management Guideline
Requirements Traceability Guideline
Coding Review Guidelines
Software Unit Test Plan and Report Guidelines
Software Bug Fix WBS
WBS for Large Network Software Project
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

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