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This Project Acceptance Template is designed to assist project managers in their efforts to make sure that the project’s outcomes meet the acceptance criteria. Project Accounting Template is designed to assist the project managers in establishing accounting process on their projects to track execution of project budgets and cash-flow.
In order for you to reach the most effective use of project resources (such time, HR and funds), you’ll need to organize your project into a series of consistent activities that define the content and nature of project work.
Project agreement is a document that specifies basic items for consideration by parties involved in a given project. Project Analysis Template is composed to guide the project managers who want to give a proper analysis to their projects before they are started and while they are in progress.
The following Project Appraisal Template is designed to help you assess and evaluate your project by a range of criteria, such as Relevance and importance, Validity of assumptions, Methodology acceptability, Stakeholder competence, and others. This Project Approval Template is designed for assisting project managers on approving different project matters, including customer benefits, return on investments and much more. This Project Artifacts Template is a list of project matters that a success is normally based upon. Project assessment activity allows you to measure overall efficiency of your project as well as efficiency of individual project stages and processes to ensure that the project is running as desired. The purpose of project assurance is to provide stakeholders with an objective assessment of the way the project is managed, review performance against baseline measures, and respond to risks that may fail delivery of business benefits associated with the project.
This Project Audit template will be useful to everyone who wants to compose his own project audit plan or just learn how the body of this process is organized.
Project Balance Sheet Template is composed to assist the project managers and their assistants in collecting and managing information for the balance sheets of their projects (a balance sheet is a document that gives a snapshot of a project’s financial health at a point in time). Project Billing Template will be useful to any organization that wants to be contracted as a project performer. Project breakdown structure (PBS) explains what work effort should be made to complete project goals and produce deliverables.
Project Brief is a formal document that provides a full and firm foundation for authorizing startup of a project. Project Budget Template is composed to help the business managers in creating the budgets for their projects. When a project enters the initiation phase the first step the project manager needs to take is to make sure that there’s a well structured business case document that explains the reasons for project start and the problem to be solved. Project Business Plan Template is composed for business owners and project initiators who need to document feasibility and manageability of their future projects. Project Cancellation Template is composed to support project managers in shutting their projects down (in terminating their projects premature) due to certain reasons. The term "project capacity" refers to the maximum amount of work that a given project is capable of accomplishing within a given period of time. Project Cash Flow Template is created for project managers and organization which need to retain and operate considerable cash reserves on their projects. Change management is a section of project management that includes formal processes and procedures for integrating and managing changes in the project throughout its lifecycle.
The content of this Project Charter Template is developed in accordance with commonly used methods, techniques, rules and the best practices of project management.
This Project Closure template will be highly helpful for every project manager who wants to learn and accomplish successfully all the project closure activities to go through this process effectively. If you want your project to be successful, you must be sure that there are good communications established between project participants. This Project Completion template will be helpful to project managers who wish to get baseline guidance for getting their projects correctly accomplished, without unfinished tasks and unclosed issues remaining behind.
In this Project Contract Template you will read about key steps you can take to develop a contract document for your project. Project Control Template is designed for project managers who essentially need keeping attentive control over their projects. This Project Coordination Template is composed to support companies which drive two or more interrelated projects and need someone who can coordinate efforts at these projects. Project Criteria Template is created for the project managers, who want to examine their projects in terms of reasonability, profitability, feasibility and eligibility. Setting and managing deadlines are the key topics highlighted in this Project Deadline Template. This Project Debrief Template is created for all project and business managers who need to gather some information on how the employees appraise the project infrastructure and management. Project Decision Making Template is composed for project stakeholders and participants to help them in decision-making and problem resolution.
Defining a proposed project means exploring all aspects of this project to examine relationships between project activities, events, durations, and costs. This interview checklist for interviewers ( interview checklist template for employers ) can be helpful for all managers who are interested in hiring a new employee and want to organize interviewing the candidates.
When your project enters the delivery stage there are multiple aspects to be considered to ensure success of the project. Project design is a general phase in most kinds and types of project to create a framework for further project development and implementation.
The process of developing a new project can be divided into a number of key stages, such as Concept Generation and Scoping, Planning and Design, and others.
The first section of this Project Documentation template gives you a brief overview over the project documentation samples which are necessary to inspect the documentation portfolio of your project to reach its completeness, and the second section of this Project Documentation template is all-round guidance through the process of organizing a proper project documentation management. This Project Due Diligence Template is created to help executives who need to establish audit of their projects to make sure everything is in place. This Project Engagement Template will be helpful to all project managers who need to check how well available project elements and resources are involved into the workflow and processes. Project Escalation Template can be utilized when a project manager faces a problem that needs a higher level of authority for resolution.
This project estimation template will help you identify whether objectives and goals of your project are met. Systematic project evaluation surveys and project monitoring activities are the keys to successful project management. Project execution is the longest phase in project life-cycle and it consumes the majority of financial and human resources allocated to project, so project team should clearly understand this phase and take right actions to execute project tasks considering any project execution risks and problems. Project Executive Summary Template is created to support project initiators in their efforts for composing introductive sections of their project business plans (executive summaries).
This Project Finance template is about learning the workflow for planning costs and incomes, creating Project Financial Plan, and supporting your project to enable it surviving financially, and as a result getting your project’s overall goals achieved, and revenues secured. This Project Follow-up Template presents general guidelines and suggestions on project implementation. Through implementing the forecasting process an organization in enabled to predict possible troubles with its projects and reach higher efficiency in project management.
Project gating is a process of auditing and controlling every stage of a project to ensure that this project remains effective and beneficial when stepping through next stages. Project governance can be described as a range of certain roles and duties to be assigned to people and organizations having an impact to or interest in your project. During your project, it may become required to replace your project manager with a new person. This project management plan checklist is about all-round preparation to execute a project.


Preparation for the air vacation is actually the beginning of the trip, because when you start planning, it gives you a thrill of anticipation. Formulate and document the Project Scope Statement; determine the mechanism of its changing, assign people responsible for the Project Scope management. Prepare brief introduction containing description of the project’s background, work scope, collaborative approach, goals and objectives etc. Design the Project Status Report Checklist – universal interface for complete reporting on the project state to all the project stakeholders. Set up the Project Office as a physical facility and determine it as a project administrative board. Draw up formal project organization structure with the titles and descriptions for each role.
Define the specific objectives for each particular role and make sure that provided authority conforms to given responsibilities. Determine subcontractors and consultants – formulate their roles, objectives and liabilities. Determine sub-teams, expert groups and working units, their objectives and responsibilities. Define project planning strategy, break-down the project into smaller stages and work packages (create Work Breakdown Structure ).
Create the project timeline and schedule of deliverables to date major activities towards completion of the project. Draw up diagrams to represent essential working and managerial processes in a visual and easy-to-understand manner, showing how steps in each process are inter related. Define how wide and deeply stakeholders need to be informed on the project and what level of details is appropriate for each one.
Get the project input from the customer ( to know more study Customer requirements checklist ), systematize it and transfer into matters of working process.
Define if experience of similar projects done before is available to you r team, if yes then study mistakes to avoid and learn from successes.
Draw up and approve the Project Resource Management plan to summarize the quality and quantity of resources required for completing the project in terms of labor, equipment, materials etc. Assign specialists responsible for the Project Resource management, and build a hierarchy of responsibilities in this sphere. Determine which project metrics need to be captured and analyzed, define the basic progress and technical metrics for all operations and outputs, processes and individual success metrics for different roles. Determine kinds of analysis, ways and tools to collect the data, how the data will be stored and systematized, what is the procedure of its interpretation. Synthesize the project quality standards from existing corporate and industry approaches aligned with focusing on achievement the customer’s requirements. Create Quality Assurance Plan to set up quality planning, quality assurance, quality control and quality improvements, and align them with the general Project Plan. Assign specialists responsible for the Project Quality management, and build a hierarchy of responsibilities in this sphere.
Study project risks including risks related to every task on critical path of the project and also secondary tasks. Create the Risk Management Plan to identify and formulate all risks along with defining preventive solutions to avoid, minimize probability and mitigate the negative impact of occurring risks. Assign specialists responsible for handling Project Risks Management, and build a hierarchy of responsibilities in this sphere. Establish transparent, controllable, easily manageable financial channels for delivering financial supply from the available financial sources to the practical project performance, operations and needs. Draw up t he Financial Plan to determine and describe expenses for different project elements and processes (work, equipment, materials and administrative costs ).
Engage the finance managers as a part of the project team to bring together planning, budgeting, accounting, financial reporting, procurement, disbursement and the actual performance. Make project Procurement Plan that contains detailed specification of all the items, financial justification for procuring products and services from external suppliers, explain s the process of engaging, selecting and authorizing these suppliers. Assign specialists responsible for handling Project Procurement Management, and build a hierarchy of responsibilities in this sphere.
Implementation plan is a part of project plan where you clarify project objectives, assign tasks, set deadlines, and track current progress of goals and milestones by using diagrams. Make document templates that define a logical sequence of events over time to do project tasks, from concept to delivery.
Implementation Schedule is a framework to determine major phases of project works that will be carried out to achieve the desired goals and all associated deliverables. Risk management is one of the most essential parts of implementation plan that allows understanding potential problems and risks and reducing likelihood or consequence of unpleasant surprises. Develop risk management plan that includes procedures to document risk assessment and follow risk management strategies. Quality assurance involves a number of measurements and actions to assure integrity and feasibility of all processes undertaken to accomplish project plan on time and on budget. Identify deliverables that require implementation of quality assurance processes, including management of contracts, requirements, achievements, research methodologies, and technical specifications. When you plan for work of your project you need to take into account a range of aspects such as Budget & Cost, Deliverables, Scope of Work, and others. Define name of the sponsor (a person or organization providing funds necessary for your project). Define name of the owner (a person or organization owning the project and engaging the sponsor in making investments). Specify names of the contractors and subcontractors (suppliers providing goods and services necessary for the project). Describe pre-history of the project, including reasons for project launch and the business problem to be addressed by the project. Document a project vision statement specifying in general terms how to reach the purpose by using what methods and resources and within what timeframes. Define a list of criteria for evaluating deliverables which should be produced according the customer’s needs and requirements.
Specify rules and standard procedures for all types of communication, including emailing, meeting, reporting, negotiating, virtual collaboration. Analyze possible threats and uncertainties that may jeopardize success of your project or its phase. TweetScoop.itIf you need to keep track of your projects or prepare a project plan then this project To Do List template for Excel 2013 can help you. Additionally, you can change the color of the Excel background or copy and paste your project onto another tab to track a new project. With a help of this template you can move from one project item to another to check if everything is all right. With a help of this template you can learn what actions you need to continually do when accounting project costs and transactions.
In this Project Activities Template you can learn what groups of activities can be included in your project. This document serves as a statement of the project’s legal and operational reasonability.
With a help of this template you can approve your project as successful, matching its objectives and requirements.


If you, as a project manager, take care of all these artifacts, then they will surely take care of your project’s success. Read the Project Assessment Template to learn which processes within your project should be assessed.
This Project Audit template is a guide through different questions, such as what this process stands for, what tasks it includes and what outcomes it delivers. With a help of this template you can cope with the process of bid documents submission (drafting your project bid letter and receiving bid bond) and participation in project bidding until the bid opening event. Any project should be billed for and paid by the customer, so with a help of this template you can organize proper invoicing for the work you do, along with tracking bills collection. This Project Breakdown Structure Template explains what phases and activities are included in a typical PBS. With a help of this simple template you can learn an algorithm of steps to prepare, estimate and source a budget for your project. With a help of this template you can qualify your reason, try to avoid cancellation, and finally cancel your project appropriately if nothing else can be done.
Managing project capacity means planning and controlling allocation, consumption and performance of project resources, including time, people and funds. All the characteristics are organized into these groups: Requirements, Schedule, Resources, Quality, and Risk. This Project Closure template comprises a to-do list for closing a project, conducting necessary project closure tasks, finalizing documents, and other essentials.
Because communications greatly define success of your project, you need to know what to consider when planning for the project. This all-round Project Completion template explains many aspects to consider for ensuring that the project is fully accomplished, including administration, budgeting, quality, resources, etc. To determine and manage risks, project managers need to analyze risks before and during their projects, as well as develop effective contingency strategies that help ensure project success and delivery. Each of the steps of the template is specified with a number of action items so it will be easier for you to understand how to perform the steps. By applying this template you can determine whether your project suits the plans on working progress, deliverables, objectives and quality measures. With a help of this template you can analyze background of future decision, plan decision making process, and after all make the right decision.
This Project Definition Template will help you understand how to define your project and what aspects to consider. This interview template for managers is a full interview guide explaining interview tips, recommendations and samples on the activities, preparations, behaviors etc.
In this Project Delivery Template we describe the key aspects to help you understand what to do within the stage. In this Project Development Template you will read about all the stages and learn what tasks you can do to accomplish each of the stage. In this all-round template you will find a lot of essential items to be monitored on a project, including manpower, customers and technology.
With a help of this template you can establish a process for project problems escalation to address them to senior management levels which possess appropriate grade of competence.
You will learn to design project estimation formulas to calculate labor and non-labor costs, as well as define effort and duration of your project . Project evaluation allows accumulating information and building knowledge required for project analysis and reviewing. The project execution template can be used by project managers as guidelines to carry out the phase. With a help of this template you can learn how your executive summary should be composed and how it should be formatted for better readability and credibility.
If you’re going to run a new project you need to conduct a study to make sure the project is executable and cost-effective.
This Project Finance template is not a detailed project finance tutorial, but rather a guide through the project finance basics and process. It explains how to manage changes, scope, costs, risks, time and quality during the course of a project.
This Project Forecast Template explains how companies can use forecasting to make their project performance better. The following Project Gating Template explains what tasks can be done to complete the process and ensure effective project development. Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules.
It outlines the main plan contents which should be delivered in order to establish and support different aspects of project management including resources, finances, quality, risks etc. In this Project Implementation Plan Checklist you will find recommendations, guidelines and manual for successful project management. The list will be used for defining project manager's responsibilities and project team's duties.
This is a free and simple template for Excel 2013 that you can download to plan and keep track of your projects including visually tracking progress with Excel data bars. So this can be easily adapted to work as a multi-project to do list like other free online project management tools like Asana. You can download the Project Tracking Template for Excel as an alternative via the link given below. The following Project Agreement Template explains what tasks to do to develop the document. The template aims to help project managers and analysts to understand and develop their projects in terms of basic parameters and characteristics. The following Project Contingency Plan Template explores several key steps you can take to develop a contingency plan for your project.
In other words, this interview checklist template will help you to organize the interview in the best possible manner. The following Project Design Template explains major steps you can take to perform the design phase. Read this Project Feasibility Template to find out more on how to investigate your and report on its feasibility. It focuses on such getting steps as Idea Screening, Plan Audit, and Implementation Control. Read the next Project Handover Template to learn more about the project handover procedure. Increase productivity of your small business or office by better organizing your employees' tasks and time. Costs are a vital factor in all phases of the project, and well-grounded project management directly impacts upon cost management success. The project cost management Template enable s you to estimate potential costs and design balanced project budget.



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