Control Stakeholder Engagement is a process of monitoring overall project stakeholder relationships and adjusting strategies and plans for engaging stakeholders.
This template helps you to plan your communication reporting to the stakeholders, functional management, client, and project team. The objective of this document is to list the stakeholders, identify what role they have in the organization and assess how they are involved in the project. This project management dashboard shows you the status of your project in real time, keeping you informed.
Use this report to present positive or negative variances and measure project cost against schedule simultaneously to show the project performance. The purpose of this document is to communicate to the executives the customer the status including a high level summary of the progress of the project and how risks, issues, schedule, and change requests are being managed. Use this checklist to ensure that your status report content will be concise and complete for intended audience. This document communicates to the stakeholders the project status and how risks, issues, schedule, and change requests are being managed.
This template provides a balanced, accurate picture of a project to stakeholders (customers, clients, executive management, etc.) including overall status, budget report, schedule, deliverables, and its accomplishments. The objective of this report is to present the results of the Win-Loss survey information collected by the project manager including assumptions regarding reasons for win or lose of a given opportunity.
This presentation reports the status of an ongoing project identifying potential problems and fostering a culture of collaboration with stakeholders and the project team. This log captures and tracks project decisions, and any further information to clarify the alternatives, reasons, and impact of a decision made. This template contains the information on the identified and collected project risks such as risk category, trigger point, impact, probability, risk score, strategy, and response plan among other risk analysis.
Control Communications is a process of monitoring and controlling communications throughout the entire project life cycle to ensure the information needs of the project stakeholders are met. You can buy each template individually or purchase the Control Communications Package for 70% Off. The purpose of this presentation is to communicate to the executives the customer status including a high level summary of the project progress and how risks, issues, schedule, and change requests are being managed. Variance Analysis involves comparing actual project results to planned or expected results. The delay notification procedure informs the customer that a delay to the project schedule will be or has been incurred. The purpose of this document is to communicate the project accomplishments as well as areas in which the project was not successful, closure on the project effort, results, and remaining issues. Watch our presntation videos to know the best Project Management tips developed by Senior Project Managers.


Two key aspects of general business management are operations management and project management. Project management is used to perform projects using project management processes and normally involves multiple business units and can require external resources. Projects need to be an integral part of the enterprise's business in order to effectively accomplish the enterprise's strategic direction and business objectives.
The principles, concepts, and processes of project-related portfolio management, program management, and project management need to be blended with the principles, concepts, and varied processes of general business management that relate to a project. The graphic shows how, for some enterprises, about two-thirds of available funding is distributed for operational work while about one-third goes to non-operational work. Consequently, the products and services delivered by non-operational work are not given the level of strategic planning and tactical execution required to increase the bottom line. Project business management and the PBM methodology are a unique approach and structured solution to managing the project-related business of an enterprise. The outputs of the processes contained in the PBM methodology flow down from strategies, to objectives, to portfolios, to programs, and to projects. PMOs are currently employed in only a few enterprises as a successful business function at the executive level. It also serves a way to manage the project goals, execution, monitoring, and closing phases, as well as requirements.
It contains project variances, planned activities, attention areas, risks, and milestone status.
To make your job easier, we've put together a list of Bright Hub's most popular Excel tutorials and templates related to project management.
Project managers apply numerous root cause analysis techniques, and these methods can generate quite a bit of data.
In this worksheet you can log cost, schedule, quality, resources , and risk variances and their root causes.
Operations business management includes the various aspects of strategic planning, tactical planning, objectives development, and those operational portfolios, programs, and projects that are managed by one or more internal business units that are performed using routine operational processes. Many existing PMO's are typically concerned only with the planning and management of the non-operational portfolios, programs, and projects.
This provides the basis for establishing the concept of a Project Business Management Office. This statistic leads one to draw the conclusion that many processes, procedures and management methods have been developed and deployed by most enterprises for the operational side of the business, while the non-operational work side has been neglected. A related issue facing many organizations is the significant number of project failures resulting from poor planning, lack of requirements definition, and lack of adequate resources to name a few.
The set of processes and the steps within each PBM process can be adjusted and modified to suit the business size of the enterprise employing the PBM methodology.


This hierarchically integrated set of processes is used to produce the required deliverables and to assure the values and benefits desired by the enterprise can be attained. However, we believe this practice will become a standard practice of future enterprise organizational models.
Excel is quite useful for sorting and analyzing this data, so you can derive meaningful results.
However, the planning and management of projects cannot be done on a standalone basis, but rather it must be integrated with the business management aspects of the enterprise.
In turn, the enterprise's ability to successfully manage projects depends on the proper application of specific project management processes, knowledge, skills, tools, and techniques. Figure 2 illustrates how operational business management and project business management processes and practices are related and need to be integrated to effectively manage an overall enterprise. But the non-operational work is the thing that can shape the future business and financial success of the enterprise. The factors that cause project failures are largely the result of inadequate strategic and tactical planning processes. The purpose of the PBM methodology is to implement project management to serve the enterprise's strategic business initiatives and business objectives and to harness the enterprise's existing project management capabilities. Knowing what specific actions are required and how to proceed after executive management gives the go-ahead is a key objective of the PBM methodology. Executives and business unit managers in today's most forward-thinking enterprises are already taking project management disciplines beyond handling specific projects in manufacturing, product development, services, and information technology, and adopting its powerful methods enterprise-wide. In addition to the step-by-step tutorials that explain how to perform these analyses, we also have several sample forms and templates that you can download from the Project Management Media Gallery. Finally, the proper application of these aspects of project management will have a significant impact on time to market, cost to market, and quality to market of the enterprise's projects. Employing project management enterprise-wide is applicable to any type of enterprise, whether it is a for-profit company, a non-profit company, or a governmental agency.
Feel free to modify these templates so that they'll be more useful for your particular project.
Therefore, the PBMO organization structure proposed in this paper is aimed at existing enterprises with established business operations and defined functional organizations who desire to effectively achieve there strategic business objectives.



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