POPMM is a practical project management methodology aimed at young project managers and seasoned professionals alike. It provides a common sense approach with a focus on the most critical element of any project - people. POPMM emphasizes the importance of people in the lifecycle of a project, while … [Read more...]
Detailed Business Case
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Every project is an investment in time and resources. Projects shouldn’t be started just because they seem like a ‘good idea’. It's important to ensure that the driving force behind the project (business needs or opportunities) is clearly stated in a project Business Case. This template, … [Read more...]
Escalation Report
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An Escalation Report is used during the CONTROLLING phase to alert the project sponsor (or steering committee) of risks, issues, or scope change requests that can’t be managed within the agreed project thresholds. It provides a single mechanism for escalating any situation that may impact the … [Read more...]
New Project Proposal
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A New Project Proposal is the very first deliverable when STARTING a new project. It's used to capture, define, and evaluate the business case and ideas behind a project, and to seek authorization and funding for its implementation. Use this template to help everyone involved understand and agree … [Read more...]
Procurement Worksheet
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A Procurement Plan is important if there’s a need to purchase expertise (people with specific skills or knowledge) or other goods and services from external organizations. Most organizations have existing purchasing policies and processes already in place, so the aim of the Procurement Plan is to … [Read more...]
Progress Report
Progress Reports are used to summarize the status of a project and as an early warning mechanism for highlighting potential problems and recommending preventative or corrective actions. This MS Excel template provides a useful mechanism for capturing and communicating how the project is performing … [Read more...]
Project Budget
A project budget provides the fundamental basis for measuring, monitoring and controlling the cost-based performance of the project. Use this template to create a comprehensive project budget, to track actual costs and to compare actual / forecast costs against the original project budget. This … [Read more...]
Project Completion Report
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A Project Completion Report is used during the FINISHING phase to seek formal acknowledgment of project completion, acceptance of all project deliverables and to initiate the project wrap up process. In order to close the project formally, achievements and lessons learned should be … [Read more...]
Project Kick-Off Meeting Agenda
It's important to make sure that all the main project participants are formally notified that the project has started and to make sure they have a common understanding of the project objectives. A kick-off meeting provides the opportunity to get the project team and key stakeholders together to set … [Read more...]
Project Management Plan
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A Project Management Plan sets the overall expectations of a project by defining the detailed scope, anticipated risks and benefits, the processes to be used for keeping the project on track, and the resources and time required for successful project delivery. The plan can be viewed as a … [Read more...]
Project Meeting Agenda
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Regular project meetings are an essential communication tool for keeping everyone motivated and focused on the project’s objectives. Early detection of potential quality, schedule or cost issues are imperative to keeping the project on track and steadily moving it towards a successful completion. … [Read more...]
Project Review Meeting Agenda
A project review meeting or workshop should be held towards the end of a project to assess how well the project performed against its original objectives. The views of stakeholders and the project team, together with project documentation and historical records, provide the basis for the Project … [Read more...]
Project Role Description
As the project starts in ernest, it's important that each project participant understands who they report to and what they're responsible for. A Project Role Description provides an agreement between each individual assigned to the project and the project management team. It describes the specific … [Read more...]
Responsibility Assignment Matrix
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A Responsibility Assignment Matrix is used to communicate the specific responsibilities of each project team member by mapping out the deliverables, work packages and tasks outlined in the WBS to specific roles or individuals. Use this MS Excel template help ensure that everyone has a clear … [Read more...]
Risk and Issue Register
A Risk and Issue Register should be established early in the project PLANNING phase to record all foreseeable risks and current issues affecting the project. POPMM recognizes that issues are in fact risks which have eventuated and, unlike old school project management methodologies, it … [Read more...]
Scope Change Request Form
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Scope Change Requests are used to capture and evaluate the potential impacts of change to a project's schedule, budget and other elements such as quality targets. Change requests must be evaluated to make sure they benefit the project and don't result in any unwanted consequences and approved … [Read more...]