PROJECT MANAGEMENT TOOLS
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| Leadership vs Managment Log |
This tool challenges you to log your time spent leading vs time spent managing so you can find your balance. |
| Is Your Project in Trouble? |
We have identified the top five critical success factors for projects as: budget, scope, schedule, teamwork, and communications. These factors are highly integrated, and to help ensure the success of your projects, you should continually monitor and manage these factors. Following is a checklist of some of the symptoms that indicate your project might be in trouble. |
| Project Scope Change Management Plan |
The elements included in a change management process include the purpose of the change management plan, change control procedures, roles and responsibilities for managing change, a change request form, and a change request log. This tool includes a sample preliminary Project Scope & Change Management Plan. |
| Critical Issues Worksheet Tool |
This tool helps participants prepare for a critical issues session by
identifying tasks to be performed, questions to be
answered, potential risks or dangers associated with
the project, and assumptions that should be made. |
| ERP RFP Checklist Tool |
This tool focuses in more detail on the development of the RFP document itself and the
scoring and evaluating of the RFP responses to make
a final vendor recommendation. |
| Vendor Selection Schedule Tool |
Use this tool as an outline of the step-by-step process that can simplify selecting a vendor. |
| Change Control Checklist |
This tool provides you with a checklist of steps to ensure that any requested change is initiated and implemented in an efficient manner. |
Online Collaborative Tools for Project Teams |
Online collaborative tools to keep project teams working together and on track |
Consolidated Implementation Planning Spreadsheet |
An aid to organize the planning of multiple implementations over time |
Project Scope Document |
A tool for communicating the purpose of the project and the limits of the project |
Communications Vehicle Selection Tool |
An aid to help you select the best communications methods throughout the lifetime of your project |
Stakeholder Analysis Template |
An aid in identifying stakeholders and analyzing their needs |
A Process for Validating Task Relationships in a Project Schedule |
A step by step process for validating task dependency logic in a Microsoft Project schedule |
Preliminary Project Plan Template |
A decision tool to help committees decide which projects should be implemented in the next cycle. |
Rating Form for Evaluating Project Team Effectiveness
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A device for assessing a project team on the eight factors of team effectiveness |
Microsoft Project Calendar Tool |
How to use Microsoft Project calendar for planning project training dates, consulting dates, etc. |
Project Communication Table
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A handy instrument for helping a project team plan and carry out critical communications with stakeholders |
Project Risk Assessment Table |
A tool to document project risks, mitigation steps, and contingency plans |
| Project Roles and Responsibilities Table |
A tool to clearly identify project roles and responsibilities |
| Project Issues Log |
A spreadsheet that is used to document, prioritize, assign, and track to resolution key project issues. |
| Project Communication Table |
A handy instrument for helping a project team plan and carry out critical communications with stakeholders |
| Sample Monthly Budget Tracking Tool |
Tracking a detail level budget is a critical part of your project’s ultimate success. As this month’s tool, we provide an example Microsoft Excel spreadsheet that can be used for budget tracking. This tool is built to simplify the process of recording ERP budgets and expenditures and track consumption on monthly basis. |
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Tracking hours and expenditures is key to avoiding runaway costs on any project. Use this month’s tool to track consumed and planned hours in each implementation area and verify vendor and consultant billed hours in order to keep your project within budget. |
LEADERSHIP AND TEAMBUILDING TOOLS
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Meeting Agenda |
This tool is a template of a detailed, action-oriented agenda that you can use for all of your meetings.
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Team Processes Tool |
This tool will help you establish the guidelines for your next team project. |
Meeting Agenda and Action Minutes Templates |
Two tools to improve project team meetings and meeting outcomes |
Leader Behavior Checklist |
A self-improvement instrument to help leaders improve skills in setting direction and inspiring others. |
Team Meeting Observation Form |
Twenty-five items that project team members can use to rate how effective their team meeting are. Produces scores on five factors that can be used to improve future meetings.
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A tool for assessing a project team on the eight factors of team effectiveness
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