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Project Management Templates, Checklists & Guidelines
By Member Level

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Guest-Level (No log in required)
Resources available with no commitment on your part. Register for our free Membership and gain instant access to an additional 48 resources!
Concept and Selection
Evaluate
Action Item List Formats
Announce
End of Concept Phase Checklist
Initiation and Planning
Scope
Project Definition - Vision Document
Planning
Training Plan - High Level
User Documentation Plan
 
Execution and Approval
Track Progress
Action Item List Formats
Delivery and Closeout
Lessons Learned
Lessons Learned Survey
Member-Level (Free with log in)
Resources available with our free Member-level account. Register for immediate access, or become a Premium Subscriber to get it all!
Concept and Selection
Propose
New Project Proposal
Select or Reject
Project Selection and Controlling Project Starts
Announce
PM Appointment Letter
Initiation and Planning
Kickoff
Multi-Project Kickoff Meeting Agenda
Team Member Introductions
Aligning and Adapting to Partner Perspectives
Communicate
Team Meetings Descriptions Sample
A User's Guide to Working with Me
Project Escalation Process Guidelines
Meeting Minutes Formats
Requirements
Software Requirements Specification
IT Project Request for Proposal
Planning
Maintenance Planning Guidelines and Plan Outline
Plan Development – Identify Tasks and Create Schedule
Software Bug Fix WBS
Pete's Estimating Laws
Introduction to Software Release Trains
Project Plan Example - Small Project
Micro-Project Plan Template and Example
Discontinuance End-of-Life Planning
WBS Example: Planning a Holiday Dinner
MS Project Template for IT Software Development Project
WBS for Electromechanical Systems Project
Software Release Life Cycle WBS
Software Project Plan
Risks
Project Risk Checklist
Budgeting
Tools and Equipment List
Trade-offs
Review Checklists: Preliminary Design Review
Agenda for Preliminary Design Review Meeting
Project Flexibility Matrix
Late Cost Per Week Worksheet
 
Execution and Approval
Ongoing Planning
Discontinuance End-of-Life Planning
Maintenance Planning Guidelines and Plan Outline
Software Bug Fix WBS
Introduction to Software Release Trains
Specifications
Software Requirements Specification
Review, Test, Assess
Review Checklists: Detailed Design Review
Review Checklists: Critical Design Review
Review Checklists: Final Design Review
Integration Plan
Software Unit Test Plan and Report Guidelines
Review Meeting Planning Worksheet
Track Progress
Small Project Tracking File
Status and Issues
Team Member Status Report
Executive Summary of Project Status/Risks
Project Escalation Process Guidelines
Approve Deliverables
Release Decision Process Guidelines
Delivery and Closeout
Lessons Learned
Lessons Learned Meeting Agenda
Closeout
Maintenance Planning Guidelines and Plan Outline
Celebrate
Project Team Rewards and Recognition Guideline
Performance Appraisal Process Summary and Forms for Project Leaders and Team Members
Premium-Level (Paid Subscription)
Premium Subscribers have access to our entire catalog of templates, checklists and guidelines as well as free monthly telecourses (Category A PDU credits available). Sign up today! New Subscribers enjoy a 15-day free trial.
Concept and Selection
Propose
Project Definition - Mission Statement
New Product Business Plan
Guideline: Conducting a Gap Analysis
Define
Business Requirements Document
Deciding Whether to Outsource Work on a Project
SWOT Analysis
New Product Business Plan
Deliverables Definition Form - Project Documents
Marketing Requirements Document
Software Release Life Cycle - Phase 1: Preliminary Requirements Gathering
Product Definition - Critical Success Factors
Evaluate
Product Definition - Critical Success Factors
Project Business Case
Opportunity Screening Worksheet
Project Risk/Opportunity Assessment Models
Agile Technique Brief: Project Value Models
Scored and Ranked Project List for Portfolio Management
Select or Reject
Strategic Project Prioritization Worksheet
Setting Strategic Project Selection Criteria
Enterprise Project Management Office (PMO) Charter
Assign PM and Sponsor
Project Manager/Team Leader Description - Roles & Responsibilities
Project Manager Coaching Guidelines
Project Manager/Team Leader Selection
Leadership and the Project Lifecycle
Project Coaching Check-in Calendar and Worksheet
Project Sponsor
Effective Meetings Checklist
Announce
Project Charter
Phase Signoff Process
Initiation and Planning
Kickoff
Project Team Organization and Assignments
Team Roles and Responsibilities List
Responsibility Allocation Matrix
Project Kickoff Meeting Agenda and Guidelines
Software Release Team Member Glossary
Software Release Life Cycle - Phase 1: Preliminary Requirements Gathering
Communicate
5-Step Tactical Influence Plan
Project Stakeholder/Influencer Assessment and Communication Plan
Agile Technique Guideline: Information Radiators
Change Management Worksheet
Agile Technique Guideline: Standup Meetings
Communication Plan: Status, Meetings, Info Access, and Reviews
Recording Key Project Decisions
Stakeholder Analysis Summary Table
Sample Team Meeting Agenda
Scope
Documenting Project Assumptions and Constraints
Project Definition - Deliverables
Business Process Modeling Technique Brief
Project Vision Example: Defining a Software Release Life Cycle
Project Definition - Statement of Work
Software Release Life Cycle - Phase 2: Scope Definition
Requirements
Business Requirements Document
Training Needs Assessment Guidelines
Requirements Traceability Guideline
Requirements Management Plan
Software Requirements Capture Guideline
Business Process Modeling Technique Brief
Product Requirements Specification
Requirements Measurement Plan
RFP for Training Program Development
Agile Technique Brief: Requirements Cards
Requirements Interview Checklist
Configuration Management Plan
Requirements Workshop Planning Guide
Business Rules Management Guideline
Requirements Walkthrough Checklist
New System Request for Proposal (RFP) Outline
Use Case Specification
Marketing Requirements Document
Project Training Plan
Requirements Change Management Guideline
Planning
Plan Development – Assign Resources
Localization Guidelines
Creating a Manufacturing Plan for New Product
Software Release Life Cycle Overview
Planning and Managing Multiple Small Projects
Resource Leveling using Microsoft Project
Software Release Life Cycle - Phase 3: Planning and Negotiation
Plan Development: Project Schedule and Critical Path
WBS and Project Schedule for Office Relocation
Plan Development – Identify Dependencies
Collaborative Milestone-Driven Planning Process
Deciding Whether to Outsource Work on a Project
WBS for Large Network Software Project
Agile Technique Brief: Estimating
Estimating Process and Methods
Marketing Plan
Development Project Plan
IT Project Plan Document
Project Test Plan
Department- and Project-Level WBS Example
WBS & Gantt for USB Development Schedule
WBS & Gantt for 802.11 Master Development Schedule
Spiral/Iterative Project Phase Approach
User Acceptance Test Plan (IT)
Scheduling Checklist
Project Overview Test Plan
Milestone Table with Driver Tasks
Beta Test Plan
Task Responsibility Matrix Formats
Software Release Life Cycle - Phase 4: Release Plan Refinement
Agile Technique Brief: Agile Planning
Generic Project Plan Document
Plan Development: Create the Project Plan Document
Association High-Level Plan for PM Training Program
Plan Development – Estimate Work and Costs
Risks
Risk Management Process
Risk Management Plan Outline
Product and Project Risk Assessment and Mitigation Tables
Project Risk/Opportunity Assessment Models
Change Management Worksheet
System Hazard Analysis Method
Risk Strategy Selection Matrix
Calculating Expected Monetary Value (EMV) of Risks
Impact Analysis
SWOT Analysis
User Impact Assessment (IT)
Medical Product Risk Management Process
Budgeting
Project Budgets
Trade-offs
Plan Development: Optimizing Project Plan Tradeoffs
Project Alternatives Tradeoff Table
Benefits Realization Plan
Cost Benefits Analysis
Commitment
End of Initiation Phase Checklist
Phase Signoff Process
 
Execution and Approval
Ongoing Planning
Localization Guidelines
Software Release Life Cycle Overview
Marketing Plan
Specifications
Interface Protocol Document
Review, Test, Assess
QA and Beta Test Manager Job Descriptions
Master Test List
Software Test Transfer Forms
System Test Plan
Coding Review Guidelines
Project Test Plan
User Acceptance Test Plan (IT)
Project Overview Test Plan
Beta Test Plan
Software Integration Checklist
Software Release Life Cycle Phase 5: Development Tracking
Software Release Life Cycle Phase 6: Integration
Software Release Life Cycle Phase 7: System Test
Software Release Life Cycle Phase 8: Internal Testing (Alpha)
Software Release Life Cycle Phase 9: External Testing (Beta)
Track Progress
Milestone Table with Driver Tasks
Tracking with Visible Deliverables
Manage and Control
Requirements Change Management Guideline
Issue Resolution Status Report
Configuration Management Plan
Change Control Form
Status and Issues
Sample Team Meeting Agenda
Project Status Reports
Issue Resolution Status Report
Agile Technique Guideline: Information Radiators
Project or Software Release One-Page Summary
Project and Pipeline Status Report - 3 page format
Team Member Status Report
Agile Technique Guideline: Standup Meetings
Recording Key Project Decisions
Recommendation Template
Project Leader's Role in Managing Conflict
Approve Deliverables
Software Quality Release Criteria
Checklist for Manufacturing Release Readiness
Guidelines - Completion Criteria
Customer Acceptance Checklist
Phase Signoff Process
Project Cancellation Guidelines
End of Execution Phase Checklist
End of Approval Phase Checklist
Delivery and Closeout
Release Deliverables
Project Cancellation Guidelines
Software Release Life Cycle Phase 10: Distribution
Agile Technique Brief: Retrospectives
Guidelines - Completion Criteria
Project Deliverables Release Form
Deploy
Customer Acceptance Checklist
Lessons Learned
Lessons Learned Meeting Report
Closeout
End of Delivery Phase Checklist
Project Closeout Meeting Agenda
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