This checklist describes 8 basic steps for project managers to help them succeed in planning and fulfilling their objectives. Such things as forecasting, analysis, software, communication, payment, performance, change management, and lessons learned are considered top priority for managing projects successfully, from their initiation and planning to execution and closure. Although the checklist shares common ideas and suggestions, without paying attention to details, it is helpful for professionals and beginners. You can use it as a starting point for building your success in project management.
A business case is a fundamental part of the project management process. This decision making tool aims to convince senior management of the need to invest resources in a proposed project rather than in other competing alternatives. A business case also helps analyze the financial and non-financial outcomes following from the project to determine how costs and revenue will change and what effects will occur after project completion.
This Business Case Template describes typical items to be included in a business case. It also gives some suggestions regarding document writing and presentation styles. This template will help business analysts, project managers, sponsors and other decision makers review the arguments for or against a proposed project. It is available for free downloading.
This Feasibility Study Template gives decision makers responsible for undertaking a feasibility analysis a starting point for developing a complete and comprehensive document. The template provides a table of contents outlining what sections and sub-sections should be included in a feasibility study. It is available for free download. You can use this Feasibility Study Template to minimize document preparation pressures and develop a standard feasibility study document for use in the organization.
Terms of Reference (TOR) provide a statement of the background, objectives, and purpose of a proposed project. A TOR template includes a range of criteria that are necessary for strategic project decision making. This document defines the activities to be done and indicate the issues, budget and expertise related to the project. The following Project Terms of Reference Template provides an overview of the key sections of a TOR document. In this article I describe the definition and content of TOR. The template is available for fee download as a .doc file.
An activity schedule is an analytical tool for graphically presenting and reviewing the activities of a project. It helps to identify the logical sequence of the activities, estimate their duration, and denote any dependencies that exist between them. The activity schedule also serves as a foundation for allocating management authority and responsibility. Having the activity schedule prepared, the project manager can plan for further specification of resources and estimation of costs… The following Project Activity Schedule Template is designed to help project managers create the schedule. The template describes 6 steps of the schedule development process.