Professional Documents
Culture Documents
The project workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. Any of these worksheets can easily be broken out into separate documents. Suggested Sheets for All Projects
Data Minicharter Stoplight Budget CBA Risks Issues Action Miles WBS Roster R&R RAM RCM A&C Decision
Filling out the Data sheet completes the header portion of all remaining sheets in the project workbook. The Project Minicharter sheet can be used as a charter for small projects or a summarization of a full charter for larger projects. The Stoplight Report sheet contains a status report that can be used to keep sponsors, team members, and stakeholders informed of project progress. The Budget sheet allows you to track original budget, expenditures to date, and any cost variance. The Cost/Benefit Analysis sheet allows you to review the proposed project and potential alternatives and make a project selection based on a greater ROI (return on investment). The Risk Management Matrix sheet allows you to identify, qualify, quantify, and prioritize risks (events that might happen; the uncertainty of a project), create mitigation and contingency plans, and assign risks owners. The Issues Log sheet allows you to identify and monitor project issues (unplanned events that have happened). The Action Items sheet allows you to track and monitor action items assigned to team members. Action items are tasks that must be done but are too insignificant from a time perspective to track in your project schedule. The Deliverable Milestones sheet allows you to identify major deliverable milestones and the due dates, objectives, assumptions, and constraints relevant to that deliverable milestone. The Work Breakdown Structure sheet includes the activities that must be completed during a project, the effort required, all relevant dates, and the resources assigned to do the work. The Roster sheet provides contact information for all those involved on the project. The Roles and Responsibilities sheet shows the primary role of team members, any deliverables in which they are involved, and the percentage of time they are expected to work on the project. The Resource Assignment Matrix sheet shows you what type of resource is responsible for, or somehow involved with, each deliverable. The tasks listed are samples; you should update the RAM with tasks appropriate for your project. The Resource Commitment Matrix sheet shows how many effort hours each person on the project has been allocated by month. The Assumptions and Constraints sheet allows you to track project assumptions and constraints. The Decision Log sheet allows you to track all major decisions made during the course of the project.
The Communication Plan sheet allows you to detail your communication plan: how you are going to communicate, whom you will be communicating with, how often, in what format, etc. The Stakeholder Analysis sheet allows you to identify stakeholders, their role, and their requirements. The Expectations sheet allows you to identify and track the expectations of various stakeholders. The Change Control Log sheet allows you to track all change requests that are in process or finalized. The Deliverable Acceptance Log sheet allows you to track the status of deliverable acceptances. The PERT Analysis sheet allows you to perform PERT analysis on WBS tasks. The Delphi Exercise sheet allows you to develop estimates for WBS tasks through the Delphi technique. The Timesheet Totals sheet allows you to track effort hours of your entire team by individual and by month. The Timesheet can be used by each team member to submit effort hours by activity, by month. The Initial Project Size Estimate sheet allows you to estimate, at high-levels (40,000 ft. view), the size of a project. This estimate should not be considered final as requirements and technical specifications typically have not been fully developed yet. The Resource Loading sheet allows you to identify the work effort required, the duration, and the allowed commitment level of each person assigned to the project. The Project Quality Metrics sheet allows you to identify critical success criteria, related quality metrics, and their priority.
Project title here Project # here Project manager name here Sponsor name here Location of project documents here Date of update here
Project Minicharter
Project Project manager Project artifacts Background
Project title here Project manager name here Location of project documents here
Objectives
Scope
In Scope
Out of Scope
Deliverables
Deliverable
Due Date
Flexibility matrix
Key considerations
Project Minicharter
Success criteria
12345-
Signatures Sponsor
Project manager
Project Minicharter
Project # here Sponsor name here Date of update here
Out of Scope
Due Date
Project Minicharter
Stoplight Report
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
10
Management Alert
ID Situation Requiring Management Attention Action Plan Owner
Deliverables 1 2 3 4 5
Title/Description 6 7 8 9 10
Title/Description
Budget
Project Project manager Project artifacts
Project title here Project # Project manager name here Sponsor Location of project documents here Updated Budget Status
Approved Budget
Variance
$0.00
$0.00
Planned Remaining Budget
$0.00
Actual Remaining Budget
$0.00
Variance
$0.00
Additional $ needed
$0.00
$0.00
Budget Details
Internal Expenses Salaries Hourly Rate # Hours Total Cost
Type of resource Type of resource Type of resource Type of resource Type of resource Type of resource
Other Internal Expenses
Total Budget
Cost/Benefit Analysis
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 Benefits/Savings
$0.00
$0.00
$0.00
$0.00
Current Process Total annual price New Process Total annual price Annual savings Cumulative savings Cumulative costs Cumulative total net savings
FY01
FY02
FY03
FY04
FY05
Total
Present Value
Interest Rate
# Periods
Future Value
$0.00
$0.00
Cost/Benefit Analysis
Net Present Value
Period Cash Flow Present Value
1 2 3 4 5
Totals Project development cost Net present value
$0.00
Project title here Project manager name here Location of project documents here
Detectability Importance
Impact
ID
Risk Description
Category
Trigger Event/Indicator
Contingency Plan
Owner
Status
Date Entered
0 0 0 0 0 0 0 0 0 0 0 0 0
What act or event initiates either the risk occurrence or precipitates the response strategy?
How will you respond to this risk and what actions will you take to match that response?
If the risk becomes a reality, what will you do in response, as a backup, or alternative/ workaround?
Date to Review
Issues Log
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
ID
Issue Description
Project Impact
Action Plan/Resolution
Owner
Date Entered
Date to Review
Date Resolved
Issues Log
12 13 14 15
Action Items
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
ID
Action Item
Owner
Status
Date Entered
Planned Completion
Actual Completion
Comments
Action Items
Deliverable Milestones
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
ID
Milestone
Description
Objectives
Assumptions
Constraints
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Project title here Project manager name here Location of project documents here
Dependencies
ID
Task
Cost
Start Date
Planned Completion
Estimate to Completion
Actual Completion
Resource
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
ID # of task
Roster
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
Name
Title
Dept.
Phone
Cell Phone
Project Role
000.000.0000 000.000.0000
Name
Title
Dept.
Phone
Cell Phone
Project Role
Project title here Project manager name here Location of project documents here
Name
% Assigned
Deliverables Leading
Deliverables Participating On
Project Role
Responsibility
Tech/Security Architect
Business Sponsor
Appl'n Developer
Project Manager
Business Driver
Data Steward
Data Modeler
1 2 3 4 5
Develop preliminary project scope Identify business need Develop preliminary budget Identify preliminary return on investment Complete project charter
Planning
1 2 3 4 5 6 7 8 9 10 11 12 13
Establish project identity Identify project team/resources Conduct stakeholder analysis Prepare draft project schedule Conduct project kickoff meeting Gather detailed user requirements Define current business processes (as is) Revise project schedule Develop project communication plan Develop project organizational structure Identify training plan Develop project quality plan Develop scope management plan
QA Analyst
IS Sponsor
Educator
DBA
14 15 16 17 18 19 20 21 22 23
Develop risk management plan Develop change management plan Develop cost management plan Develop schedule management plan Develop technical specifications Develop technical architecture Conduct project procurement Finalize project budget Finalize return on investment Ongoing project management
Execution
1 2 3 4 5 6
Develop training materials Execute communication plan Develop software Develop new business processes (to be) Deploy new software Conduct training
Closing
1 2 3 4 5 6 7
Get deliverable acceptance Close out contracts Finalize budget Finalize return on investment Conduct closure survey Conduct/document lessons learned Archive project
Legend Creates the deliverable Input required Reviews the deliverable Approves the deliverable Notified when the deliverable is complete Owns the deliverable upon completion
Project title here Project manager name here Location of project documents here
Names
Jan
Feb
Mar
Apr
May
Sept
Oct
Nov
Dec
Total
Total
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Project title here Project manager name here Location of project documents here
ID
Description
Comments
Type
Status
Date Entered
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Decision Log
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
ID
Decision Description
Comments
Owner
Status
Date Entered
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Communication Plan
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
ID
Communication
Description
Frequency
Format
Owner
Recipient/ Attendees
Stakeholder Analysis
Project Project Manager Project Artifacts
Project title here Project manager name here Location of project documents here
Project # Project # here Sponsor Sponsor name here Updated Date of update here
ID
Stakeholder
Role
Impact
Influence
Risk Tolerance
Needs
Responsibility
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Expectations
Project Project manager Project artifacts ID
Project title here Project manager name here Location of project documents here
Expectation Description
Project title here Project manager name here Location of project documents here
Priority
ID
Change Description
Originator
Date Entered
Date Assigned
Evaluator
Status
Date of Decision
Included in Rev. #
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Project title here Project manager name here Location of project documents here
ID
Deliverable Description
Comments
Evaluator
Status
Date of Decision
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
PERT Analysis
Project Project Manager Project Artifacts
Project title here Project manager name here Location of project documents here
ID
Task
Most Likely
Min
Max
PERT Est
Std Dev
+1 Std Dev
-1 Std Dev
+2 Std Dev
-2 Std Dev
+3 Std Dev
-3 Std Dev
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
PERT Analysis
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Delphi Exercise
Project Project manager Project artifacts Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum
Project title here Project manager name here Location of project documents here Sample task here Name 1 Name 2
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0
Delphi Exercise
Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0
Timesheet Totals
Project Project manager Project artifacts
Project title here Project manager name here Location of project documents here
Name
Jan
Feb
Mar
Apr
May
Sept
Oct
Nov
Dec
Total
Total
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Timesheet
Project Project manager Project artifacts Name Task
Project title here Project manager name here Location of project documents here Insert name here
Jan Feb Mar Apr May
Sept
Oct
Nov
Dec
Total
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Timesheet
Total
Project title here Project manager name here Location of project documents here
3 to 5
6 or more
Approval required
Cost Estimate # of Resources Involved Less than 10 11 to 50 51 or More
Approval required
Cost Estimate # of Resources Involved Less than 10 11 to 50 51 or More
Avoid
Resource Loading
Project Project title here Project manager Project manager name here Project artifacts Location of project documents here Project # Sponsor Updated Effort Hours Committed
ID
Names
Activity Duration
Commitment Level
Total
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
ID
Names
Activity Duration
Commitment Level
Total
0 0 0 0 0 0 0 0 0 0 0 0
Total
ID
Priority
Metric Target
Action Plan