Communication Plan. Familiarize the project team with the project, review key elements from the project charter, review project management processes risk, issue, change management and receive buy-in from all project participants.
Budget Tracking Spreadsheet. Org Chart with Roles and Responsibilities. Provide view of project team. Prepare high-level architecture diagram showing integration with other systems and internal technical structure.
Assess each stakeholder group that will be impacted and their level of support for the solution. Traceability Matrix.
Deliverable Alignment Matrix. Participate in TAC Review. Prepare Lens information in advance of the TAC review. Participate in r eview of major technology decisions as they relate to overall IT architecture and facilitate approaches to integration, process, and skills. This phase is where the actual implementation or execution work begins. Project tasks and deliverables are completed and the project begins to realize the objectives and scoped defined in the Project Charter.
Functional Design Specification. Provide a detailed description of each technical requirement to be implemented as part of the project. Include a complete technical assessment of each customization object identified to be in scope.
Define data structures, relational database models, choice of programming languages and tools, algorithms, etc. Test Strategy. Develop strategy to be followed for testing. Include detail in strategy when a simple test plan doesn't cover all of the areas of testing that need to be performed to ensure solution is working as planned. Document sequence of steps or activities in order to drive individual, team or organizational transitions and ensure the projects meets its intended outcomes.
Training Strategy. Develop Training Strategy. Create a strategy document when the training required to enable the use of new features is not straightforward or requires training at various levels. Build consists of developing or configuring project hardware, software, and business processes according to the agreed-upon specifications.
Test Plan. Build a comprehensive list of unit, string and integration tests and their overall status and testing dates. The Traceability Matrix should be referenced. Prepare for Cutover. Describe the activities to bring the system live and transition the business. Include an approach for a dry-run of system cutover process and deployment team activities. Include the schedule of end user training courses, and specify the audience, when the training will take place and the location.
System Retirement Strategy. Outline steps to be followed if the current system or function will be retired as a result of the successful completion of the current project. The Testing phase ensures that all components of the solution are thoroughly tested, the production system is set up, mock system cut-overs are completed, and the training program is fully executed. Production Support Plan. Detail how functional and technical support will be provided. Provide a detailed assessment as to the feasibility of moving the project forward towards go-live.
Test Results. Conduct Testing and record results. Contingency Plan. Outline detailed procedures for system rollback or the utilization of manual activities in the event the cutover has adverse issues that cannot be quickly resolved. All components of the solution are fully installed in a production environment and become operational to business users. The practice of project closeout ensures that all project activities are complete and transferred as appropriate. The project should be assessed, and lessons learned and best practices applied to future projects.
Project Closeout Checklist. Meet with project team to discuss pluses and deltas during the project. Identify product or services to be transitioned and agree on process and acceptance criteria. Conduct final project closing meeting to ensure no outstanding issues remain. Review lessons learned. Lessons Learned. Document lessons learned.
Bring together any insights gained during a project that can be usefully applied on future projects.
Manage is not a project phase. It occurs through all phases of the project. The document templates provided assist the Project Manager to ensure that the project stays on track and is delivered on time and within budget. It also provides documentation that identifies issues, risks, and decisions that occurred during the project for future reference. Status Report and Guidelines. Ensure that key activities, change requests, risks, issues, action items and decisions are documented on weekly or monthly basis to provide stakeholder update.
Create at the start of each project so anything impacting the project now or in the future is tracked. Keep log up-to-date through weekly reviews and team meetings. Team Presentation. Use when creating any sort of project presentation to ensure consistency and professionalism across IT Services. Change Request Form. Change Request Log. Track Change Requests. Use to record all change requests that are received during the life of a project. As each Change Request is received, it should be logged before it is sent for approval, deferment, or rejection.
Monthly Forecast and Actuals. Track capital and expense spending on a monthly basis against approved budget and WBS. Contact Us Get Started.
Project Management Templates There is no one approach for how much oversight and documentation is required or when templates should be used. If the project has a high level of risk, cost, or complexity, it is recommended that you work with a PMO project manager to determine the level of rigor required.
These templates should be used for most projects. Non-asterisked templates or documents are available for use at the discretion of the project manager or project sponsor.
Discovery The purpose of the Discovery phase is to develop the Project Charter to formalize project purpose, objectives, scope and deliverables. Templates and Resources. Key Activities. Project managers invest enough time to make sure that all the objectives of the project are achieved.
In addition to adequate planning, it is also the responsibility of the project manager to control the project and ensure that the deliverables are prepared in time and according to the plan.
Project documentation contains all the documents associated with any project. The most vital advantage is that it manages the project in the most appropriate manner and create a comparison between the planned processes and the achieved goals as well as share the issues of the project with others.
Project tracking document allows you to access, find and handle modifications in the document. It gives complete control over editing and using the document. The most common way to pick a type of document template is to look for the features that you need for tracking. Document tracker lets you know who opens the document and why. Document tracker gives complete security to the document and increases its productivity by editing it from time to time.
Tracking spreadsheet assists in establishing audit trials. This is a comprehensive plan document that standardizes the planning and execution procedures of the project of any organization.
This document contains portions for project goals and scope, quality and technical specifications, project schedule, resources allocation, and communication plan. The Project Management Document Templates for such documents can be reused and make sure that the entire team and stakeholders are on the same page with the same pace about the component status and details of the planned execution of your project.
Project managers strive hard in planning and executing the project but it is very necessary to handle the final ending stage diligently because it is equally critical like every other stage of the project and requires the same level of attention.
The final stage is the approval of the project closure document. There are contracts with the contractors, vendors, or team members, you have to be sure that they are fulfilled properly and they close them. Budget is an important factor at the last stage so it is needed to have the complete details of final costs to ensure that budget limits are met.
It is a kind of project management document that deals with the current status of the project concerning the health and progress of the project. It is a tool for project reporting that can relate essential data to the stakeholders of the project like sponsors, clients, or team members.
The project status report template can be used to align the status reports, deliver any updates regarding the project with enhanced impact and improve coordination with the stakeholders.
There is a lot more a status report can do and you can customize it as your needs. A Gantt timeline can be utilized to create a project plan and then you can track the impact of modifications on a visible timeline. Tasks and projects can be arranged in manageable action items, address at-risk tasks, quickly identify and visualize how your timeline automatically updates as changes are done. Gantt chart can also be used for tasks with dependencies so you can plan, manage and track all the aspects of your project with an interactive and visual timeline.
Enclose related supporting documents to keep details and measure the effects of task delays to recover from mishaps rapidly.
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