PMI - Registered Education Provider
 

 

Templates & Tools CDROM 

Over 350 Project Management Templates and Tools + Related Article 
(See CDROM Detail Content Listing Below)

Project Lifecycle Areas:
- Proposal
- Requirements & Analysis
- Design & Planning
- Construction, Testing & Implementation
- Operations & Support

Project Management Areas:
- Initiation
- Execution & Control
- Closure

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Templates and Tools CDROM Content

1.     Project Life Cycle Templates

1.1.         Proposal

·         Project Proposal Form

·         Risk Assessment Form

·         Simple Cost Benefit Analysis Outline

·         Cost Benefit Analysis Example

 

1.2.         Requirements & Analysis

·         Article: Gathering User Requirements

·         Business Processes

o        Example Business Process Flow (Visio)

o        Process Mapping

o        What’s in a Process Map? By Michael Cousins, Managing Dir. of Triaster

o        SIGMA Six DMAIC Methodology

·         Business Requirements

o        Requirements Standard

o        Requirements Template

o        User Requirements Form

o        System Requirements - Example

o        Gathering User Requirements - Article By Donna Boyette

·         Technical Solutions Alternative Example

 

1.3.         Design & Planning

·         Design Document Template

o        Detail Design Document Example

o        Gap Analysis: The Gap by Sainath Nagarajan

·         Communication Plan

o        Communication Matrix Example

o        Communication Plan Example

o        Stakeholder Analysis

·         Deployment & Cutover Plan

o        Example Deployment plan

o        Example Deployment and Cutover Plans

·         Contingency Plan Checklist

·         Disaster Recovery Plan Template

·         Testing

o        Testing Strategy Template

o        Testing Plan Template

o        Testing Environment

o        Test Design Guidelines

o        Testing Specification Form

o        Detail Test Plan and Schedule

o        Testing Sign-Off Form

o        IT Test Plan and Cases - Example

o        User Test Plan and Cases – Example

·         Training

o        Training Roles & Responsibilities Matrix

o        Training Development Task List

o        Training User Application Procedures

·         Operations & Support Plan

o        Support Plan Example

o        Support Matrix Example

 

1.4.         Construction, Testing & Implementation

·         (Implement the Design Specifications and Plans from above Phase)

 

1.5.         Operations & Support

·         Final Project Acceptance Form

·         Lessons Learned

o        Lessons Learned Example

·         Customer Survey Form

 

2.     Project Management Activities and Processes Templates

 

·         Activity-Failure Mitigation Matrix

 

2.1.         Initiation & Planning

·         Project Proposal Form

·         Short Form Statement of Work (40 – 200 hours)

o        Short Form Statement of Work Instructions

o        Short Form Statement of Work Example

·         Long Form Statement of Work (200+ hours)

·         Project Management & Control Processes

·         Detail Effort/Cost & Resource Estimate Tool

·         Simple Effort/Cost & Resource Estimating Tool

·         Project Roles & Responsibilities

·         Scheduling Template (MS Excel)

o        Project Plan Template (MS Project)

o        Software Develop Plan (MS Word)

o        Software Development Plan (MS Project)

o        Application Development Plan (MS Project)

o        Infrastructure Deployment Plan (MS Project)

o        Windows 2000 Server Deployment Plan (MS Project)

o        MS Project 2000 Deployment Plan (MS Project)

o        Project Management Plan (MS Project)

o        Project Office Design and Deployment Plan (MS Project)

o        Training Rollout Initiative and Plan (MS Project)

o        New Business Plan (MS Project)

o        New Product Development Plan (MS Project)

o        Direct Mail Marketing Campaign (MS Project)

·         Niku Open Workbench (Alternative to MS Project)

       - Free Project and Resource Planning/Scheduling/Tracking Software

o        Install Software

o        (Register Here)

o        Open Workbench 1.0 User Manual

o        Open Workbench 1.0 Release Notes

·         Resource Allocation Planning Form

·         Risk Assessment Form

·         Communication Plan

o        Communication Plan Example

·         Stakeholder Analysis

·         Project Notebook Title/Spine

·         Project Notebook Index and Section Cover Pages

o        Project Notebook Index (Alternative)

 

2.2.         Execution & Control

·         Project Roles and Responsibilities

·         Team Member Status Report

·         Project Status Meeting Agenda - Example

·         Project Status Report

·         Risk Assessment Form

·         Issue Log

o        Issue Log Example

·         Change Request Form

o        Change Request Log

·         Deliverable Acceptance Form

o        Deliverable Log

·         Project Audit Form

o        Project Audit Score Card

·         Project Monthly Presentation Template

·         Customer Survey Form

·         Recognition & Reward

o        Example 1

o        Example 2

 

2.3.         Closure

·         Final Project Acceptance Form

·         Project Completion Checklist

·         Lessons Learned

o        Lessons Learned Example

·         Customer Survey Form

·         Post Project Audit

 

3.     Project Management Articles, Documents and Links

 

3.1.         Project Management History

·         History of Project Management and CCPM.htm

·         Milestones In Project Management.doc

 

3.2.         Project Management Research

·         IT Project Management Research.ppt

·         Master Systems CMM Cost Savings - Climbing makes diff.doc

·         PM_best_practices_.doc

·         Project Management Skills_.doc

·         Sample Research - CHAOS Chronicles 1994.htm

·         Sample Research - Unfinished Voyages.htm

·         Standish Group - chaos white paper.pdf

·         16 Software Practices for Performance-Based Management

 

3.3.         Writing and Grammar

·         Common Grammar Mistakes.doc

·         Writing Tips.doc

 

3.4.         Other PM Articles

·         PMI Organizational Project Management Maturity Model.pdf

·         pm_certifications_.doc

·         Disaster_Recovery_Plan.doc

·         16 Critical Software Practices for Performance Based Management.pdf

·         PM: What Do You Do When Change Management Creates Ethical Issues?

 

3.5.         PMO (Project Management Office)

·         Project_office.doc – Tech Republic

·         Best Practices – PMO Process Development.mpp

·         Establishing a PMO.doc

·         PM Environmental Assessment.doc

·         Framework for Improving Enterprise Program Management – by Richard Buchanan

·         Realigning Strategy and Program Planning - by the Meta Group

·         The Project Office – Teams Processes and Tools – Tech Republic

·         PMO White Paper.doc - Keane

·         What Does PMO Success Look Like – ProjectArena

·         The PMO Conflict: So much promise, So little alignment – ProjectArena

·         CIO Insite – Project Management Research July 2004

·         Are PMOs accountable to their organizations? - Mark E. Mullaly, PMP

·         Engineering PMO Success - Janis Rizzuto

·         Schlumberger IT PMO

·         Fox Entertainment PMO

·         Existing PMO Assessment

o        PMO Mgmt Questionnaire.doc

o        Business Questionaire.doc

o        IT Questionaire.doc

o        Management Questionaire.doc

o        PM Environment Assessment.doc

 

3.6.         Microsoft Webcast Links

·          TechNet & MSDN Support Webcasts

·          TechNet Webcasts

·          MSDN Webcasts

·          MSDN Architecture Webcasts

·          Microsoft Executive Circle Webcasts

·          Complete list of upcoming Webcasts

·          Complete list of on-demand Webcasts

 

4.     PMI PMP Exam Prep

·         PMP Exam Practice Questions Database Application (Access Database)

(You must copy this file to a hard drive to use)

 

·         Study Notes

o        Frameworks

o        Cost

o        Scope

o        Integration

o        Time

o        Human Resource

o        Communication

o        Processes

o        Procurement

o        Quality

o        Risk

o        PMBOK Formulae

o        PMP Exam Post Mortem 1

o        PMP Exam Post Mortem 2

 

5.     Other Project Management Methodologies and Templates

5.1.         Britain’s OGC (Office of Government Commerce)
Prince 2 Templates

·         Acceptance Criteria.doc

·         Business Case.doc

·         Checkpoint Report.doc

·         Communication Plan.doc

·         Configuration Item Record.doc

·         Configuration Management Plan.doc

·         End Project Report.doc

·         End Stage Report.doc

·         Exception Report.doc

·         Follow-on Actions.doc

·         Highlight Report.doc

·         Issue Log.doc

·         Lessons Learned Log.doc

·         Lessons Learned Report.doc

·         Post-Project Review Plan.doc

·         Product Checklist.doc

·         Product Description.doc

·         Project Approach.doc

·         Project Brief.doc

·         Project Initiation Document.doc

·         Project Issue.doc

·         Project Mandate.doc

·         Project Plan.doc

·         Project Quality Plan.doc

·         Quality Log.doc

·         Risk Log.doc

·         Stage Plan.doc

·         Work Package.doc


 

5.2.         STATE OF MICHIGAN PROJECT MANAGEMENT METHODOLOGY

o        PMM Express for Non-Complex Projects.pdf

§         Project Schedule.mpp (MS Project)

§         Project Schedule.rmp (Niku Workbench)

§         Project Charter.doc

§         Project Plan.doc

§         Project Status Report.doc

§         Issue Document.doc

§         Change Control Request.doc

§         Post Implementation Evaluation Report.doc

 

o        PMM Desk Reference Guide.pdf

 

o        Michigan Project Management Methodology (PMM).pdf

§         Feasibility_Document.dot

§         Concept_Document.dot

§         Project_Charter.dot

§         Project_Plan_Document.dot

§         Scope_Statement.dot

§         Critical_Success_Factors.dot

§         Work_Breakdown_Structure.dot

§         Cost_Benefit_Analysis.dot

§         Resource_Plan.dot

§         Risk_Management_Plan.dot

§         Procurement_Plan.dot

§         Quality_Plan.dot

§         Communications_Plan.dot

§         Configuration_Management_Plan.dot

§         Project_Budget_Estimate.dot

§         IT_Project_Budget_Estimate.dot

§         Planning_Transition_Checklist.dot

§         Project_Status_Report.dot

§         Change_Control_Request.dot

§         Issue_Document.dot

§         Post_Implementation_Eval_Report.dot

§         Active_Project_Transition_Document.dot

 
 

6.     Example Project (e-Procurement) Deliverables

 

6.1.         Proposal Phase

·         Cost Estimate.XLS

·         Project Proposal.doc

·         Project_SOW_short.xls

 

6.2.         Requirements and Analysis Phase

·         Requirements

o        Processes 2002_1017.vsd

o        Vendor EDI-XML Questions 2002_0905.doc

o        Tech Questions for  Pilot Vendor 2002_1004.doc

o        Business Users Requirements.doc

o        Requirements 2002_1118.doc

o        Bus Rqmts Gathering Session Notes 2002_0903.doc

o        Bus Rqmts Gathering Session Notes 2002_0904.doc

o        Bus Rqmts Gathering Session Notes 2002_0905.doc

o        PO Process - XML 2002_0904.doc

o        Vendor Questions.doc

o        Requirements Gathering Approach.ppt

o        Unplanned Delivery Cost Allocation Example.xls

·         SAP Data Fields

o        Invoice Receipt fields.xls

o        Primary Fields in PO Acknowledgement XML file.xls

o        XML vs Print  Field Comparison.xls

·         Requirements Phase Presentation.ppt

 

6.3.         Design and Planning Phase

·         Business Process Flows.vsd

·         Change Plan.doc

·         Deployment Plan.xls

·         Inbound Invoice error reporting for Vendor1.doc

·         Define Phase - Risk Assessment.xls

·         Design Phase Presentation.ppt

·         Testing Planning

o        IT Test Plans.xls

o        IT Test Plans_PO and POA.xls

o        Example PO detail to Vendor V2 Tax code.xls

o        ME21-Create_PO.xls

o        Test Plans and Cases.xls

o        User Testing Mtg 2003_0110.doc

o        Pur_Test_Case_Seq_Supplier_Connect.xls

·         Training Planning

o        Training - Notebook Title Page and Spine.doc

o        Training Plan.xls

o        eProcurement Buyer Training_e.ppt

o        eProcurement Buyer Training_Freight-HotShot.ppt


 

6.4.         Construction, Test and Implementation Phase

·         Add Vendor to eProcurement Process

o        Best Case schedule.mpp

o        Most Likely schedule.mpp

o        Worst Case schedule.mpp

o        Add new Vendor to eProcurement schedule.mpp

o        Adding MRO Vendor to eProcuement Process.xls

·         Business Continuity Plan.doc

·         Cost Estimate 2003_0511.XLS

·         Deliverable Acceptance Form 2003_0319.doc

·         Deployment Plan.xls

·         Vendor failed Invoices.xls

·         Project Schedule 2003_0404.mpp

·         Post SAP Q1 PRD Risk Assessment.xls

·         Phase Presentation_c.ppt

·         Support Plan

o        Example Support Plan Flow Chart2.vsd

o        eBusiness Support Plan.doc

o        Support Contacts.xls

o        Business Continuity - Support Plan.doc

 

6.5.         Maintenance and Support Phase

·         Client Survey

o        Client Survey Form - BB 2003_0514.xls