Plan the Work Templates - Descriptions

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Abbreviated Project Charter Only $8.85

A medium-sized project needs to be defined clearly, but the resulting deliverable does not need to be as long or as detailed as a formal Project Charter. For a medium-sized project, an Abbreviated Project Charter is utilized instead.

This template contains the following sections:

Overview

Project Scope

In Scope

Out of Scope

Deliverables Produced

Project Estimated Effort/Cost/Duration

Estimated Cost

Estimated Effort Hours

Estimated Duration

Project Assumptions

Project Risks

Project Approvals
 
   
Planning Compliance Checklist Only $7.95

The purpose of this Project Planning Compliance Checklist is to help project manager ask the right questions to ensure they know what the policy and standards are.

This template contains many possible areas to explore when starting a project. Not all of them may be applicable to all companies and all projects.
 
   
Procurement Management Plan Only $8.85

The Procurement Management Plan describes how items will be procured during the project and the approach you will use to managing vendors on the project.

This template contains the following sections:

Purpose

Procurement Process

Identified Procurement Needs

Procurement Change Review and Approval Process

Roles and Responsibilities

Timing

Vendor Processes

Project Approvals
 
   
Project Charter Free sample! Download now

The Project Charter holds the information that you uncovered in the project definition process.

This template contains the following sections:

Project Executive Summary

Project Overview

Project Objectives

Project Scope

In Scope

Out of Scope

Deliverables Produced

Organizations Affected or Impacted

Project Estimated Effort/Cost/Duration

Estimated Cost

Estimated Effort Hours

Estimated Duration

Project Assumptions

Project Risks

Project Constraints

Project Dependencies

Project Approach

Project Organization

Organization Chart

Project Approvals
 
   
Project Management Plan Only $7.95

The Project Management Plan is a single document that contains all of the documents that are used by the project manager to define, plan and manage the project.

This template represents a standalone document that can be printed along with all of the other project management documents.  

 

This template contains the following sections:

Project Charter

Work Breakdown Structure (WBS)

Project Management Procedures

Schedule

Subsidiary Management Plans

Project Approvals
 
   
Project Management Procedures Only $8.85

The Project Management Procedures describe how the project will be managed, and are an effective way to communicate the processes to the project team, customers, and stakeholders.

This template contains the following sections:

Schedule Review and Update Procedure

Issues Management Procedure

Scope Management Procedure

Risk Management Procedure

Communication Management Procedure

Quality Management Procedure
 
   
Project Team Directory Only $7.95

This document lists the people on the project and their contact information.

This template contains the following sections:

Name

Location

Project Role

Contact Information
 
   
Responsibility Matrix Only $7.95

For complicated scenarios involving many people, it can be helpful to have a Responsibility Matrix. This helps set expectations and ensures that people know what is expected from them.

This template contains a matrix chart and some roles to get you started.
 
   
Service Request Form Only $7.95

The Service Request template is used to define small work efforts. This template is used to ensure that the work is properly defined and that it is properly approved and prioritized.

This template contains a form to be completed by the requestor and the recipient.
 
   
Simple Statement of Work Only $7.95

The Statement of Work describes a particular engagement in terms of the work and the deliverable that are expected to be produced, and the price of the work to the client.

This template contains the following sections:

Description of Work

Deliverables Produced (if appropriate)

Total Budget Authorization

Payment Schedule and Terms

Deadline Date
 
   
SWOT Analysis Only $7.95

This form is used to describe the strengths, weaknesses, opportunities and threats of a particular situation.

This template contains the following sections:

Strengths

Weaknesses

Opportunities

Threats
 

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