Project Management Templates > People Skills
People Skills
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Leadership and the Project Lifecycle
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A table showing the evolution of leadership responsibilities during the different phases of a project. This table can be used as a guide for selecting people with the right leadership and management attributes to lead projects, and it can be used to educate new project managers on how their role is influenced by the activities of each project phase.
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Project
Manager/Team Leader Selection
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A worksheet
to help a project sponsor select a project manager by scoring
candidates on a number of selection criteria.
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Project
Sponsor
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A list
of characteristics and responsibilities of the Project Sponsor.
The Project Sponsor champions executive approval for the project.
The Project Sponsor provides official backing, support for obtaining
timely resources, and strategic direction. He or she acts as the
focal point for project decisions beyond the project manager's
scope of authority.
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Project
Team Leader Description - Roles & Responsibilities
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A list
of the responsibilities of a project manager or team leader. Use
this list to help select the project manager and to clarify with
the new project manager what his or her key responsibilities are.
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Agenda: Software Development Managers' Offsite Meeting
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This template provides a sample agenda and instructions for holding an offsite meeting of all the software development managers in an organization. The goal of such a meeting is to work together on management approaches for the department, usually aimed at improving performance and/or preparing for departmental growth. The template shows the steps one organization used to combine input from their developers, plus brainstorming, prioritization, and solution definition among their managers, to identify the most important areas to tackle.
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Close
Out Workshop
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This
template provides an agenda for a Close Out Workshop, an occasion
where the Program Team and others can document what worked, areas
for improvement, lessons learned, and next steps, if any. Instructions
are included.
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Leadership
and Product Lifecycle
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A table
showing the evolution of leadership responsibilities during the
different phases of a project. This table can be used as a guide
for selecting people with the right leadership attributes.
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Lessons
Learned Survey
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A survey
that can be sent to team members during or after a project, to
solicit their feedback on how the project was conducted.
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Project
Manager/Team Leader Selection
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A worksheet
to help a project sponsor select a project manager by scoring
candidates on a number of selection criteria.
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Download template
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Project
Sponsor
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A list
of characteristics and responsibilities of the Project Sponsor.
The Project Sponsor champions executive approval for the project.
The Project Sponsor provides official backing, support for obtaining
timely resources, and strategic direction. He or she acts as the
focal point for project decisions beyond the project manager's
scope of authority.
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Project
Team Leader Description - Roles & Responsibilities
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A list
of the responsibilities of a project manager or team leader. Use
this list to help select the project manager and to clarify with
the new project manager what his or her key responsibilities are.
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Project
Team Organization and Assignments
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A checklist
for organizing a project team, and a Roles and Responsibility
table for documenting all the members of a cross-functional project
team, including their roles, responsibilities, and contact information.
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Software Release Manager Job Description
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Describes typical duties for a Software Release Manager - a person who acts as a "program manager" of a set of projects slated to come together in the release of a software system The SRM's primary responsibility is to ensure that the various component projects of a particular software release meet customer needs and are brought together and released on time with high quality, and the overall release reflects the best choices amount scope, costs, and time for the company. |
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Software Release Team Member Glossary
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Defines all the roles that may be needed on a software release team and gives a summary of their responsibilities. Understanding these roles is a critical part of setting up a release-level team that meshes effectively and appropriately with the individual project teams in the release. It also helps clarify what aspects of the release are managed at the release level (rather than done individually by each team), and by whom. Contributed by Peter Michels, who has served as Director of Engineering and Program Management, Senior Project Manager, Software Development Manager and software developer in large and small companies. |
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Team
meeting agenda
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Sample
project team agenda, with emphasis on using objectives and timeslots
to keep meetings effective.
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Action
Item Table
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Table
for recording action items throughout the course of a project.
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Appointment
letter
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Letter
template announcing the appointment of a project manager to a
newly-approved project and expressing sponsor support for it.
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| Brainstorming Meeting Techniques |
A set of "how-to" guidelines for facilitating a Brainstorming Session, to generate ideas from a selected audience to solve problems or stimulate creativity. For instance, brainstorming can be used to solve a process problem, invent new product ideas, get past a project impasse, identify project design alternatives, etc. These guidelines cover several types of brainstorming sessions, detailed guidelines for starting a session off effectively, and pitfalls to watch out for. |
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Communications Plan
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Our Communications Plan template provides a simple way for a team to ensure
that they are set up to communicate well on their project. Successful
projects involve significant amounts of information exchange and
collaboration among various team members. It is a brief document created by
the team to indicate their agreement on how they will communicate important
information among themselves and to other stakeholders during the project--
status, meetings, issues, deliverables access, and design and document
reviews. A Communication Plan is used to help the team think through what
kind of communication mechanisms they will need for effective interaction
and ultimately a successful project. It helps establish the expectation of
proactive communication between team members.
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Effective
Meetings Checklist
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A comprehensive
checklist for planning and running effective meetings. Includes
attributes of successful meetings, meeting planning tips, leader
"DOs and DON'Ts", participant responsibilities, behavior tips,
and more.
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End of Approval Phase Checklist
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A checklist of activities and deliverables that should be completed by the end of the Approval Phase. This checklist can be used during an end-of-phase management review. This is one of a series of end-of-phase checklists, one for each of our representative project phases.
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End of Concept Phase Checklist
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A checklist of activities and deliverables that should be completed by the end of the Concept Phase. This checklist can be used during an end-of-phase management review. This is one of a series of end-of-phase checklists, one for each of our representative project phases.
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End of Delivery Phase Checklist
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A checklist of activities and deliverables that should be completed by the end of the Delivery Phase. This checklist can be used during an end-of-phase management review. This is one of a series of end-of-phase checklists, one for each of our representative project phases.
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End of Execution Phase Checklist
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A checklist of activities and deliverables that should be completed by the end of the Execution Phase. This checklist can be used during an end-of-phase management review. This is one of a series of end-of-phase checklists, one for each of our representative project phases.
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End of Initiation Phase Checklist
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A checklist of activities and deliverables that should be completed by the end of the Initiation Phase. This checklist can be used during an end-of-phase management review. This is one of a series of end-of-phase checklists, one for each of our representative project phases.
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Project
Team Leader Description - Roles & Responsibilities
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A list
of the responsibilities of a project manager or team leader. Use
this list to help select the project manager and to clarify with
the new project manager what his or her key responsibilities are.
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Download template
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Project
Team Organization and Assignments
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A checklist
for organizing a project team, and a Roles and Responsibility
table for documenting all the members of a cross-functional project
team, including their roles, responsibilities, and contact information.
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Download template
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Team
meeting agenda
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Sample
project team agenda, with emphasis on using objectives and timeslots
to keep meetings effective.
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