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project management courses

Templates & Tools CDROM

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

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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. Proposal
      • Project Proposal Form
      • Risk Assessment Form
      • Simple Cost Benefit Analysis Outline
      • Cost Benefit Analysis Example
    2. Requirements & Analysis
      • Article: Gathering User Requirements
      • Business Processes
        • Example Business Process Flow (Visio)
        • Process Mapping
        • What’s in a Process Map? By Michael Cousins, Managing Dir. of Triaster
        • SIGMA Six DMAIC Methodology
      • Business Requirements
        • Requirements Standard
        • Requirements Template
        • User Requirements Form
        • System Requirements – Example
        • Gathering User Requirements – Article By Donna Boyette
      • Technical Solutions Alternative Example
    3. Design & Planning
      • Design Document Template
        • Detail Design Document Example
        • Gap Analysis: The Gap by Sainath Nagarajan
      • Communication Plan
        • Communication Matrix Example
        • Communication Plan Example
        • Stakeholder Analysis
      • Deployment & Cutover Plan
        • Example Deployment plan
        • Example Deployment and Cutover Plans
      • Contingency Plan Checklist
      • Disaster Recovery Plan Template
      • Testing
        • Testing Strategy Template
        • Testing Plan Template
        • Testing Environment
        • Test Design Guidelines
        • Testing Specification Form
        • Detail Test Plan and Schedule
        • Testing Sign-Off Form
        • IT Test Plan and Cases – Example
        • User Test Plan and Cases – Example
      • Training
        • Training Roles & Responsibilities Matrix
        • Training Development Task List
        • Training User Application Procedures
      • Operations & Support Plan
        • Support Plan Example
        • Support Matrix Example
    4. Construction, Testing & Implementation
      • (Implement the Design Specifications and Plans from above Phase)
    5. Operations & Support
      • Final Project Acceptance Form
      • Lessons Learned
        • Lessons Learned Example
      • Customer Survey Form
  2. Project Management Activities and Processes Templates

    - Activity-Failure Mitigation Matrix

    1. Initiation & Planning
      • Project Proposal Form
      • Short Form Statement of Work (40 – 200 hours)
        • Short Form Statement of Work Instructions
        • 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)
        • Project Plan Template (MS Project)
        • Software Develop Plan (MS Word)
        • Software Development Plan (MS Project)
        • Application Development Plan (MS Project)
        • Infrastructure Deployment Plan (MS Project)
        • Windows 2000 Server Deployment Plan (MS Project)
        • MS Project 2000 Deployment Plan (MS Project)
        • Project Management Plan (MS Project)
        • Project Office Design and Deployment Plan (MS Project)
        • Training Rollout Initiative and Plan (MS Project)
        • New Business Plan (MS Project)
        • New Product Development Plan (MS Project)
        • Direct Mail Marketing Campaign (MS Project)
      • Niku Open Workbench (Alternative to MS Project)

        - Free Project and Resource Planning/Scheduling/Tracking Software

        • Install Software (Register Here)
        • Open Workbench 1.0 User Manual
        • Open Workbench 1.0 Release Notes
      • Resource Allocation Planning Form
      • Risk Assessment Form
      • Communication Plan
        • Communication Plan Example
      • Stakeholder Analysis
      • Project Notebook Title/Spine
      • Project Notebook Index and Section Cover Pages
        • Project Notebook Index (Alternative)
    2. Execution & Control
      • Project Roles and Responsibilities
      • Team Member Status Report
      • Project Status Meeting Agenda – Example
      • Project Status Report
      • Risk Assessment Form
      • Issue Log
        • Issue Log Example
      • Change Request Form
        • Change Request Log
      • Deliverable Acceptance Form
        • Deliverable Log
      • Project Audit Form
        • Project Audit Score Card
      • Project Monthly Presentation Template
      • Customer Survey Form
      • Recognition & Reward
        • Example 1
        • Example 2
    3. Closure
      • Final Project Acceptance Form
      • Project Completion Checklist
      • Lessons Learned
        • Lessons Learned Example
      • Customer Survey Form
      • Post Project Audit
  3. Project Management Articles, Documents and Links
    1. Project Management History
      • History of Project Management and CCPM.htm
      • Milestones In Project Management.doc
    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. Writing and Grammar
      • Common Grammar Mistakes.doc
      • Writing Tips.doc
    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?
    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
        • PMO Mgmt Questionnaire.doc
        • Business Questionaire.doc
        • IT Questionaire.doc
        • Management Questionaire.doc
        • PM Environment Assessment.doc
    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
    1. PMP Exam Practice Questions Database Application (Access Database)(You must copy this file to a hard drive to use)
    2. Study Notes
      • Frameworks
      • Cost
      • Scope
      • Integration
      • Time
      • Human Resource
      • Communication
      • Processes
      • Procurement
      • Quality
      • Risk
      • PMBOK Formulae
      • PMP Exam Post Mortem 1
      • PMP Exam Post Mortem 2
  5. Other Project Management Methodologies and Templates
    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
    2. STATE OF MICHIGAN PROJECT MANAGEMENT METHODOLOGY
      • 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
      • PMM Desk Reference Guide.pdf
      • 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
    1. Proposal Phase
      • Cost Estimate.XLS
      • Project Proposal.doc
      • Project_SOW_short.xls
    2. Requirements and Analysis Phase
      • Requirements
        • Processes 2002_1017.vsd
        • Vendor EDI-XML Questions 2002_0905.doc
        • Tech Questions for Pilot Vendor 2002_1004.doc
        • Business Users Requirements.doc
        • Requirements 2002_1118.doc
        • Bus Rqmts Gathering Session Notes 2002_0903.doc
        • Bus Rqmts Gathering Session Notes 2002_0904.doc
        • Bus Rqmts Gathering Session Notes 2002_0905.doc
        • PO Process – XML 2002_0904.doc
        • Vendor Questions.doc
        • Requirements Gathering Approach.ppt>
        • Unplanned Delivery Cost Allocation Example.xls
      • SAP Data Fields
        • Invoice Receipt fields.xls
        • Primary Fields in PO Acknowledgement XML file.xls
        • XML vs Print Field Comparison.xls
      • Requirements Phase Presentation.ppt
    3. Design and Planning Phase
      • Business Process Flows.psd
      • Change Plan.doc
      • Deployment Plan.xls
      • Inbound Invoice error reporting for Vendor1.doc
      • Define Phase – Risk Assessment.xls
      • Design Phase Presentation.ppt
      • Testing Planning
        • IT Test Plans.xls
        • IT Test Plans_PO and POA.xls
        • Example PO detail to Vendor V2 Tax code.xls
        • ME21-Create_PO.xls
        • Test Plans and Cases.xls
        • User Testing Mtg 2003_0110.doc
        • Pur_Test_Case_Seq_Supplier_Connect.xls
      • Training Planning
        • Training – Notebook Title Page and Spine.doc
        • Training Plan.xls
        • eProcurement Buyer Training_e.ppt
        • eProcurement Buyer Training_Freight-HotShot.ppt
    4. Construction, Test and Implementation Phase
      • Add Vendor to eProcurement Process
        • Best Case schedule.mpp
        • Most Likely schedule.mpp
        • Worst Case schedule.mpp
        • Add new Vendor to eProcurement schedule.mpp
        • 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
        • Example Support Plan Flow Chart2.vsd
        • eBusiness Support Plan.doc
        • Support Contacts.xls
        • Business Continuity – Support Plan.doc
    5. Maintenance and Support Phase
      • Client Survey
        • Client Survey Form – BB 2003_0514.xls
        • Client Survey Form – BO 2003_0514.xls
        • Client Survey Form – RL 2003_0514.xls
      • eProcurement Cost Estimate 2003_0525.XLS
      • Vendor-Company EDI Action Log.xls
      • eProcurement Lessons Learned 2003_0429.doc
    6. Project Management and Control
      • Communication Plan 2002_0926.xls
      • Development Status Master 2003_0221.xls
      • Risk Issue Action Log – Execute Stage.xls
      • eProcurement schedule 2003_0404.mpp
      • Design Phase Risk Assessment.xls
      • Status 2003_0404.doc
      • Status 2003_0207.doc

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These on-site courses – which are available in a public, group format or private, one-on-one training – are an in-depth presentation of the Top Ten Causes of Project Failure, a standard 5-Phase IT Project Life Cycle, and Methodology and Project Management Processes, Techniques, Tips, and Tools.

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