Preliminary Project Report

Project Web Site: http://webpages.charter.net/hafox/pm

Project Team Members:

Bill Hunt

Kinwai Chan

Heather Fox

Roy Musselman

This report is one of the key deliverables specified in the project scope statement. It contains a summary of the execution phase tasks performed to date and presents the actual data results obtained in a form that is hopefully suitable for inclusion within an appendix of the third edition of the textbook “Information Technology Project Management”, authored by the project sponsor. Subsequent project activities (i.e. modifications and additions to the data results for the final report) will be influenced by feedback on this report provided by the sponsor and possibly the publisher.

Preliminary Project Report 1

Project: Tempting Templates. 1

Project Web Site: http://webpages.charter.net/hafox/pm.. 1

Project Sponsor: 1

Project Team Members: 1

Purpose: 1

Table of Contents. 2

Introduction. 4

Phase 1: Search for Web Sites. 4

Web Site Search Activity Objective. 4

Individual Goals. 4

Team Goal 4

Search Engine Assignments. 4

Search Strings. 4

Template for Web Site Evaluation. 5

Results. 5

Phase 2: Gathering Template Information. 8

Information Gathering Activity Objective. 8

Template for Evaluating Project Management Templates. 8

Results. 9

Templates Grouped by Web Site. 11

Templates Grouped By Process Group / Knowledge Area Subgrouping by Process. 22

Initiation/Scope. 22

Planning/Integration. 23

Planning/Human Resource. 25

Planning/Communications. 26

Planning/Risk. 26

Planning/Procurement 27

Executing/Integration. 27

Executing/Quality. 28

Executing/Human Resource. 28

Executing/Communications. 28

Executing/Procurement 29

Controlling/Integration. 29

Controlling/Scope. 30

Controlling/Time. 30

Controlling/Cost 31

Controlling/Quality. 31

Controlling/Communications. 31

Controlling/Risk. 32

Closing/Communications. 32

Closing/Procurement 33

Introduction

The objective of the Tempting Templates project is to provide an organized list of project management templates that are available from resources on the Internet or in literature. All members of the project team were involved in performing this research. To minimize the possible duplication of effort, the activities were partitioned into two phases: (1) obtain a list of web sites that offer free project management templates and (2) obtain a list of templates from those web sites.

Phase 1: Search for Web Sites

Web Site Search Activity Objective

Obtain a list of web sites that provide project management templates. The end product of this effort is not a detailed list of templates but rather a list of web sites that contain templates. The actual search for template information is a separate activity that can begin once potential web sites have been assigned to each team member.

Individual Goals

1. Find at least 10 web sites having free project management templates

2. Find the most number of unique web sites that were not found by other team members.

Team Goal

Find at least 20 unique web sites having free project management templates after removing duplicates from other team members.

Search Engine Assignments

To reduce the amount of duplicate web sties, each team member used different web search engines. Below are the web site assignments per team member. If the individual goals were not satisfied, other web search engines can be found and used by searching on the string “web search engine”.

Bill: www.yahoo.com, www.altavista.com, www.alltheweb.com
Heather: www.google.com, www.askjeeves.com, www.search.com
Roy: www.lycos.com, www.excite.com, www.webcrawler.com
Kin: www.overture.com, www.looksmart.com, www.metacrawler.com

Search Strings

The following character strings are suggestions for initiating the searches. They are ordered from most to least restrictive.

· “free project management template”

· “project management template” “free”

· “project management” “template” “free”

· Then leave out the “free” to see what other templates are available at a cost

· “project management document”

Template for Web Site Evaluation

All team members used the following template to gather web site information. A common format helped to consolidate information gathered in parallel by all team members.

Web site URL	Number of free templates #, >#, <#, None, Unknown	Special terms. Membership or registration required to access free templates Yes/No	Number of non-free templates. #,>#,<#, None, Unknown	Specialty by process, knowledge area or industry. Ex. Initiating, Cost, Aerospace
www.method123.com	12	No	Unknown	Deliverables

Results

A spreadsheet was used to consolidate and analyze the data gathered by all team members. There were 54 unique web sites found that offered project management templates, 35 of which offered free templates with no required registration or membership. This surpassed our team goal of finding 20 unique sites with free templates. The following table lists the number of templates advertised on each unique web site. Note that in this document, the URL column contains hyperlinks to the actual web site.

Number of Templates			Web Site URL
free	w/ mem	at cost	Web Site URL
50			http://www.allpm.com/modules.php?op=modload&name=Downloads&file=index
44		20	http://www.tenstep.com/96.2FreeTemplateLibrary.htm
40			http://www.dof.ca.gov/HTML/IT/SIMM/SIMM.htm
40			http://ist.uwaterloo.ca/projects/templates.html
30			http://www.state.mn.us/cgi-bin/portal/mn/jsp/content.do?subchannel=-536879888&id=-8484&agency=OT
23			http://www.oft.state.ny.us/pmmp/templates/index.htm
22			http://michigan.gov/dit/0,1607,7-139-18391_22016_22372---,00.html
20			http://www.smartdraw.com/specials/projectchart.asp?id=31531
20			http://cio.doe.gov/ITReform/sqse/template.htm
20			http://www.processimpact.com/goodies.shtml
20			http://www.atimp.army.mil/reeng/rem.asp
20			http://www.dir.state.tx.us/eod/qa/template.htm
20			http://www.projectmanagement.tas.gov.au/index.htm
20			http://www.projectware.com.au/pw030.html
18			http://dijest.editthispage.com/tools/pm
18			http://www.dsioj.dla.mil/spi/template/pm-tmp.htm
16			http://officeupdate.microsoft.com/templategallery/
16			http://www.cadencemc.com/tools/blnktemps.asp
15		50	http://www.projectconnections.com/knowhow/template_list/index.html
15			http://www.defecttracker.com/Templates.htm
12		13	http://dovico.master.com/texis/master/search/?q=free+project+management+templates&s=SS
12			http://www.method123.com/
10			http://www.4pm.com
10			http://pmo.das.state.or.us/templates/pmotemplates.htm
10			http://www.commercial-solutions.com/pages/checklists.html
7			http://www.esqueconsulting.com/templates.htm
6			http://www.cardboard.nu/checklists.html
6			http://www.projectmagazine.com/template.html
5			http://www.projectmanagertraining.com/articles_pm.html
5		20	http://www.projectsmart.co.uk/
4			http://www.eprojectcentral.com/Pag00074.htm
4			http://research.bidmc.harvard.edu/AcademicIT/ProjectMgt.asp
2		4	http://www.production-scheduling.com/MRP.asp
1			http://www.acq.osd.mil/pm/newpolicy/wbs/mil_hdbk_881/mil_hdbk_881.htm
1			http://www.emory.edu/ITD/PM/plan.template.html
	179		http://www.techrepublic.com/downloads.jhtml
	100	100	http://www.gantthead.com/Gantthead/default/
	20	20	http://www.ittoolkit.com/
	20	20	http://www.knowledgestorm.com/SearchServlet?ksAction=Search&col=kslive&rf=0&srchtype=key&stype=P_A_S&bi=1&ei=50&oq=qt%3Aproject+management@@col%3Akslive@@type%3Akey@@ptype%3AP_A_S@@rf%3A0@@tax%3A0@@providerid%3A0@@ssn%3A0@@sid%3A-1@@bi%3A1%7E%7E&tId=&sId
	20		http://www.projectkickstart.com/usesboard/index.cfm
	10	25	http://www.pmboulevard.com/
	10		http://www.xlp.com/free_downloads.asp
	7		http://www.mde.net/cio/
	5		http://www.projectmanagementbooks.com/pmtalk_newsletter.htm
	5		http://www.freetaskmanager.com/
	1	43	http://www.pmbuildingblocks.com/
		175	http://geh3.netfirms.com/Project%20Management%20Templates.htm
		50	http://www.it-project-templates.com/index.html
		35	http://www.e-ProjectManagers.com/
		20	http://www.griffintate.com/products.html
		4	http://www.pacificedge.com/query.asp
		4	http://www.dbtemplates.com/
		3	http://www.constructionscheduling.com/
		2	http://www.amfsoftware.com

As previously mentioned, 35 of the 54 sites offered totally free templates, some of which were samples of other templates that could be purchased. 11 sites required either a registration or free membership to access the templates. 18 of the 54 sites required a fee for either a membership or for direct purchase of templates.

As expected, several web sites (20 of the 54) were found by more than 1 team member. The following table and chart shows the frequency at which web sites that offered project management templates were discovered by multiple team members. There were 34 web sites that were found by only 1 team member and only 2 web sites that were discovered by all 4 team members. This shows that the parallel search strategy did not have excessive overlap.

People	Web sites	% of Total (54)
1	34	63
2	12	22
3	6	11
4	2	4

The following table shows the individual efforts of each of the team members. The individual goal of finding at least 10 web sites was surpassed by all team members. Bill found the most unique web sites offering free templates that were not found by any other team member.

	Bill	Heather	Kin	Roy
Number of individual web sites found	21	20	22	25
Number of unique web sites found	11	7	10	8
Number of unique web sites found w/ free templates	10	6	7	6

The following table and chart shows the distribution of the number of free templates found on each site.

Number of Templates per Site	Number of Sites	% of Total (35)
0 < # <= 5	7	20
5 < # <= 10	6	17
10 < # <= 20	15	43
20 < # <= 30	3	8
30 < # <= 40	2	6
40 < #	2	6

Phase 2: Gathering Template Information

Information Gathering Activity Objective

The next phase involved focusing on the 35 web sites that offered free templates and gathering specific information on the individual templates. The goals of the activity were to gather information on at least 100 templates (25 per team member) and to find at least 1 template for each valid process group / knowledge area combination as specified in Table 2.5 “Relationships Among Project Process Groups, Activities, and Knowledge Areas” on page 46 of the second edition of the textbook.

Template for Evaluating Project Management Templates

Again, a spreadsheet was used to construct a template for collecting this information. This template contained columns for each of the following attributes.

Company Name
Company Web Site URL
Template Title
Template file URL
File name and format (.pdf, .doc, .xls, .zip)
Finder (Team member gathering the information)
Project Size (Small, Medium, Large)
Type (Specialty)
Process Group
Knowledge Area

Each of the four team members was assigned a subset of the web sites such that the total number of templates to evaluate was approximately equal. Each team member had a selection of approximately 150 templates to examine. It was recommended that the web sites offering the most number of free templates should be examined first to make the most effective use of time.

Results

The results were consolidated, analyzed, and organized. The following table and two charts show a summary of the total number of templates found in each process group and knowledge area categories. The sum total of all templates evaluated was 333 for an average of 83 per team member. This exceeded the first goal for this activity by a factor of 3. However, it was difficult attaining the second goal. Note that there were only three processes for which there were no templates found and these processes were all from the procurement knowledge area.

Count of Templates per Process
Knowledge area	Process	Total
Integration	Project Plan Development	15
	Project plan Execution	7
	Overall Change Control	30
Scope	Initiation	35
	Scope Planning	17
	Scope Definition	6
	Scope Verification	5
	Scope change control	7
Time	Activity definition	5
	Activity sequencing	2
	Activity duration estimating	1
	Schedule development	2
	Schedule Control	8
Cost	Resource Planning	3
	Cost estimating	8
	Cost budgeting	3
	Cost control	4
Quality	Quality planning	11
	Quality assurance	14
	Quality Control	5
Human Resource	Organizational planning	9
	Staff acquisition	4
	Team Development	4
Communications	Communications planning	12
	Information Distribution	11
	Performance reporting	35
	Administrative closure	15
Risk	Risk Management planning	14
	Risk identification	11
	Qualitative risk analysis	6
	Quantitative risk analysis	4
	Risk response planning	3
	Risk monitoring and control	12
Procurement	Procurement planning	3
	Solicitation planning	1
	Solicitation	1
	Source Selection	0
	Contract Administration	0
	Contract Closeout	0

Templates Grouped by Web Site

This section contains a list of all templates grouped by the web site they reside on. Note that in this document, hyperlinks are available for the company web site and also for the actual template files. The templates come in a wide variety of formats. (.doc, .html, .xls, .pdf)

4PM	http://www.4pm.com/121_F.htm
Template Name	Process group	Knowledge area	Process
Project Planning Summary	Planning	Integration	Project Plan Development
Authorities	Planning	Human Resource	Organizational planning
Risk Analysis	Planning	Procurement	Solicitation planning
Conflict Analysis & Planning	Executing	Human Resource	Team Development
Behavior Analysis	Executing	Human Resource	Team Development

ALLPM	http://www.allpm.com
Template Name	Process group	Knowledge area	Process
Business Case	Initiation	Scope	Initiation
Project Quality Plan	Planning	Quality	Quality planning
QA - Planning	Planning	Quality	Quality planning
Quality Plan Template	Planning	Quality	Quality planning
HR Plan	Planning	Human Resource	Organizational planning
Finding the Right Personnel - Project Manager Interview Guide	Planning	Human Resource	Staff acquisition
Communications Matrix	Planning	Communications	Communications planning
Documenting Risk Events	Planning	Risk	Risk identification
QA - Build phase	Executing	Quality	Quality assurance
QA - Closure and Analysis Phase	Executing	Quality	Quality assurance
QA - Concept Phase	Executing	Quality	Quality assurance
QA - Design Phase	Executing	Quality	Quality assurance
QA - Implementations Phase	Executing	Quality	Quality assurance
Project Change Request Form	Controlling	Integration	Overall Change Control

Cadence Management Corporation	http://www.cadencemc.com/tools/blnktemps.asp
Template Name	Process group	Knowledge area	Process
Request	Initiation	Scope	Initiation
Study	Initiation	Scope	Initiation
Proposal	Initiation	Scope	Initiation
Project Plan	Planning	Integration	Project Plan Development
Schedule	Planning	Time	Schedule development
Responsibility Matrix	Planning	Human Resource	Organizational planning
Workload Planning	Planning	Human Resource	Organizational planning
Change Request	Executing	Integration	Project plan Execution
Change Management	Controlling	Integration	Overall Change Control
Cost Reporting	Controlling	Cost	Cost control
Status Report	Controlling	Communications	Performance reporting
Project List	Controlling	Communications	Performance reporting
Issues Log	Controlling	Communications	Performance reporting
Problem Solving Worksheet	Controlling	Risk	Risk monitoring and control
Problem Solving Tool	Controlling	Risk	Risk monitoring and control
Final Report	Closing	Communications	Administrative closure

eProject Central	http://www.eprojectcentral.com/cyhome.htm
Template Name	Process group	Knowledge area	Process
Risk Management	Planning	Risk	Risk Management planning

International Institute for Learning	http://www.iil.com
Template Name	Process group	Knowledge area	Process
Project Charter	Initiation	Scope	Initiation

Key Consulting	http://www.consulting.ky/index.cfm
Template Name	Process group	Knowledge area	Process
Project Charter	Initiation	Scope	Initiation
Risk Analysis	Planning	Risk	Qualitative risk analysis
Change Request Form	Controlling	Integration	Overall Change Control

Method123	http://www.method123.com/
Template Name	Process group	Knowledge area	Process
Feasibility study	Initiation	Scope	Initiation
Project Plan development	Planning	Integration	Project Plan Development
Quality Plan	Planning	Quality	Quality planning
Risk Process	Planning	Risk	Risk Management planning
Risk Register	Planning	Risk	Risk Management planning
Change Form	Planning	Risk	Risk identification
Risk Form	Planning	Risk	Risk identification
Issue Form	Planning	Risk	Risk identification
Change Register	Controlling	Integration	Overall Change Control
Change Process	Controlling	Scope	Scope change control
Issue Processes	Controlling	Risk	Risk monitoring and control
Issue Register	Controlling	Risk	Risk monitoring and control

Michigan Department of Information Technology	http://www.michigan.gov/dit
Template Name	Process group	Knowledge area	Process
Project Feasibility	Initiation	Scope	Initiation
Project Concept	Initiation	Scope	Initiation
Project Charter	Initiation	Scope	Initiation
Project Plan	Planning	Integration	Project Plan Development
Scope Statement	Planning	Scope	Scope Definition
Critical Success Factors	Planning	Time	Activity definition
Work Breakdown Structure	Planning	Time	Activity definition
Resource Staffing Plan	Planning	Cost	Resource Planning
Project Budget Estimate	Planning	Cost	Cost estimating
IT Project Budget Estimate	Planning	Cost	Cost estimating
Quality Plan	Planning	Quality	Quality planning
Communications Plan	Planning	Communications	Communications planning
Risk Management Plan	Planning	Risk	Risk Management planning
Procurement Plan	Planning	Procurement	Procurement planning
Configuration Management Plan	Controlling	Integration	Overall Change Control
Change Control Request	Controlling	Integration	Overall Change Control
Issue Document	Controlling	Integration	Overall Change Control
Project Planning Transition Checklist	Controlling	Time	Schedule Control
Cost Benefit Analysis	Controlling	Cost	Cost control
Status Report	Controlling	Communications	Performance reporting
Active Project Transition Document	Controlling	Communications	Performance reporting
Post Implementation Evaluation Report	Closing	Communications	Administrative closure

Mike Tarrani’s Life Cycle, Project & Infrastructure Management Page	http://www.geocities.com/mtarrani/index.html
Template Name	Process group	Knowledge area	Process
Project Prioritization Template	Initiation	Scope	Initiation
Guide to Developing WBS	Planning	Integration	Project Plan Development
Generic Risk Management Plan	Planning	Risk	Risk Management planning
Earned Value Project Management Spreadsheet	Controlling	Cost	Cost control
A Risk Management Tool	Controlling	Risk	Risk monitoring and control

Minnesota Office of Technology	http://www.state.mn.us/cgi-bin/portal/mn/jsp/content.do?subchannel=-536879888&id=-8484&agency=OT
Template Name	Process group	Knowledge area	Process
Cost Benefit Analysis Template	Initiation	Scope	Initiation
Project Charter Template	Initiation	Scope	Initiation
Project Plan Template	Planning	Integration	Project Plan Development
Business Case (SIRMP) Template	Planning	Scope	Scope Planning
Scope Statement (Instructions)	Planning	Scope	Scope Planning
Scope Statement Template	Planning	Scope	Scope Planning
Project Commitments - Agreement Form	Planning	Time	Activity sequencing
Resource Plan Template	Planning	Cost	Resource Planning
Budget Estimate Template	Planning	Cost	Cost estimating
Quality Plan Template	Planning	Quality	Quality planning
Communication Plan Template	Planning	Communications	Communications planning
Risk Management Plan Template	Planning	Risk	Risk Management planning
Risk Management Work Breakdown Structure (Excel)	Planning	Risk	Risk Management planning
Risk Management Work Breakdown Structure (MS Project)	Planning	Risk	Risk Management planning
Risk Assessment Questionnaire Template	Planning	Risk	Qualitative risk analysis
Risk Management Statement of Work Template	Planning	Risk	Qualitative risk analysis
Risk Response Plan Template	Planning	Risk	Risk response planning
Procurement Plan Template	Planning	Procurement	Procurement planning
Status Report Template	Executing	Communications	Information Distribution
Change Request Form Template	Controlling	Integration	Overall Change Control
Change Request Log Template (Excel)	Controlling	Integration	Overall Change Control
Change Request Log Template (Word)	Controlling	Integration	Overall Change Control
Configuration Management Plan Template	Controlling	Integration	Overall Change Control
Issue Document Template	Controlling	Integration	Overall Change Control
Issue Log Template (Excel)	Controlling	Integration	Overall Change Control
Issue Log Template (Word)	Controlling	Integration	Overall Change Control
Status Report (Instructions)	Controlling	Integration	Overall Change Control
Project Planning Evaluation Checklist Template	Controlling	Scope	Scope Verification

New York State Office for Technology	http://www.oft.state.ny.us/pmmp/templates/index.htm
Template Name	Process group	Knowledge area	Process
Project Proposal	Initiation	Scope	Initiation
Business Case	Initiation	Scope	Initiation
Project Charter	Initiation	Scope	Initiation
Initiation Kick-off Meeting Agenda	Initiation	Scope	Initiation
Initial Project Plan	Planning	Integration	Project Plan Development
Planning Kick-off Meeting Agenda	Planning	Integration	Project Plan Development
Scope Statement	Planning	Scope	Scope Planning
WBS Worksheet	Planning	Scope	Scope Definition
Preliminary Budget Estimate	Planning	Cost	Cost budgeting
Budget Estimate	Planning	Cost	Cost budgeting
Communications Plan	Planning	Communications	Communications planning
Quality Plan	Planning	Risk	Risk Management planning
Risk Management Worksheet	Planning	Risk	Risk Management planning
Change Request	Executing	Integration	Project plan Execution
Execution and Control Kick-off Agenda	Executing	Integration	Project plan Execution
Training Plan	Executing	Human Resource	Team Development
Deliverable Approval Form	Controlling	Scope	Scope Verification
Project Approval Form	Controlling	Scope	Scope Verification
Status Report	Controlling	Communications	Performance reporting
Progress Report	Controlling	Communications	Performance reporting
Implementation and Transition Plan	Closing	Communications	Administrative closure
Post-Implementation Survey	Closing	Communications	Administrative closure
Post-Implementation Report	Closing	Communications	Administrative closure

North Carolina Information Resource Management Commission	http://irmc.state.nc.us
Template Name	Process group	Knowledge area	Process
Form - Project Proposal Estimate	Initiation	Scope	Initiation
Business Case Methodology Template	Initiation	Scope	Initiation
Software Quality Assurance Plan	Executing	Quality	Quality assurance
Change Control Process	Controlling	Scope	Scope change control
QA Review Weekly Progress Report	Controlling	Communications	Performance reporting
Project Status Report	Controlling	Communications	Performance reporting
Risk Watch List Template	Controlling	Risk	Risk monitoring and control
Project Closeout Review	Closing	Communications	Administrative closure

Phil Wolff’s Journal of Estrapreneurial Strategy and Technology	http://dijest.editthispage.com/
Template Name	Process group	Knowledge area	Process
Project Initiation Kickoff report	Initiation	Scope	Initiation
Project Initiation Report	Initiation	Scope	Initiation
Risk Assessment	Planning	Risk	Qualitative risk analysis
Change Request form	Controlling	Integration	Overall Change Control
Change Request Log	Controlling	Integration	Overall Change Control
Issue Log	Controlling	Time	Schedule Control
Project Board Agenda	Controlling	Communications	Performance reporting
Exception Situation Reporting	Controlling	Risk	Risk monitoring and control

Pragmatic Software	http://www.defecttracker.com
Template Name	Process group	Knowledge area	Process
Detailed Design	Planning	Time	Activity definition
Strategic Planning	Planning	Human Resource	Organizational planning
Risk Assessment	Planning	Risk	Qualitative risk analysis
Test Design	Executing	Quality	Quality assurance
Functional Spec	Executing	Communications	Information Distribution
UAT Release	Controlling	Quality	Quality Control
Weekly Status Report	Controlling	Communications	Performance reporting
Post Mortem	Closing	Communications	Administrative closure

Process Impact	http://www.processimpact.com
Template Name	Process group	Knowledge area	Process
Project Prioritization Spreadsheet	Initiation	Scope	Initiation
Requirements Prioritization	Planning	Time	Activity sequencing
Risk Management Plan Template	Planning	Risk	Risk Management planning
Change Control Process	Controlling	Scope	Scope change control
Project Retrospective Procedure	Closing	Communications	Administrative closure

Production Scheduling	http://www.production-scheduling.com
Template Name	Process group	Knowledge area	Process
Materials Requirements Planning	Planning	Procurement	Procurement planning

ProjectManagerTraining	http://www.projectmanagertraining.com
Template Name	Process group	Knowledge area	Process
Risk Analysis	Planning	Risk	Risk identification

ProjectWare	http://www.projectware.com.au/pw030.html
Template Name	Process group	Knowledge area	Process
Concept Statement	Initiation	Scope	Initiation
Selection Criteria	Initiation	Scope	Initiation
Work Breakdown Structure	Planning	Scope	Scope Definition
Work Package	Planning	Time	Activity definition
Cost Benefit Analysis	Planning	Cost	Cost estimating
Project Budget	Planning	Cost	Cost budgeting
Impact Analysis	Planning	Quality	Quality planning
Organizational Breakdown Structure	Planning	Human Resource	Organizational planning
Responsibility Allocation Matrix	Planning	Human Resource	Organizational planning
Job Description	Planning	Human Resource	Staff acquisition
Stakeholder Analysis	Planning	Communications	Communications planning
Project Standard	Planning	Communications	Communications planning
Communication Plan	Planning	Communications	Communications planning
Risk Analysis	Planning	Risk	Risk identification
Change Request	Executing	Integration	Project plan Execution
Earned Value	Controlling	Cost	Cost control
Issues Log	Controlling	Communications	Performance reporting
Status Report	Controlling	Communications	Performance reporting
Completion Report	Closing	Communications	Administrative closure

Smartdraw.com	http://www.smartdraw.com
Template Name	Process group	Knowledge area	Process
Gantt Chart Software	Executing	Communications	Information Distribution

State of California, Department of Finance	http://www.dof.ca.gov
Template Name	Process group	Knowledge area	Process
Project Statement Form	Planning	Integration	Project Plan Development
Project Estimate Summary Sheet	Planning	Cost	Cost estimating
Risk Management Worksheet	Planning	Risk	Risk identification
Change Management Form	Controlling	Integration	Overall Change Control
Issue Resolution Form	Controlling	Integration	Overall Change Control
Executive Status Report	Controlling	Communications	Performance reporting
Status Report Form	Controlling	Communications	Performance reporting

State of Oregon Information Resources Division	http://pmo.das.state.or.us/templates/pmotemplates.htm
Template Name	Process group	Knowledge area	Process
Service Request Form	Initiation	Scope	Initiation
Project Charter	Initiation	Scope	Initiation
Project Charter	Initiation	Scope	Initiation
Project Plan	Planning	Integration	Project Plan Development
Budge Estimate	Planning	Cost	Cost estimating
Sponsor Checklist	Planning	Human Resource	Organizational planning
Change Request	Executing	Integration	Project plan Execution
Change Request	Executing	Integration	Project plan Execution
Issue Log	Controlling	Communications	Performance reporting
Risk Log	Controlling	Risk	Risk monitoring and control

State Texas, Department of Information Resources	http://www.dir.state.tx.us/eod/qa/template.htm
Template Name	Process group	Knowledge area	Process
Top risk	Planning	Communications	Communications planning
Packaged System Risk Factors	Planning	Risk	Risk Management planning
Status Report	Planning	Risk	Risk identification
Measurement Specification Worksheet for Data	Planning	Risk	Risk identification
Software Acquisition Management Risk Factors	Planning	Risk	Quantitative risk analysis
Issues, Categories and Measures Table	Planning	Risk	Quantitative risk analysis
Simple tracking template	Planning	Risk	Risk response planning
ISO 12207 Life Cycles WBS Template	Executing	Integration	Project plan Execution
Example Evaluation Charts	Executing	Quality	Quality assurance
Monthly project status report	Executing	Communications	Information Distribution
Generic Software Project Risk Factors	Controlling	Risk	Risk monitoring and control
Measures Tailoring Worksheet	Controlling	Risk	Risk monitoring and control
Post Project Review Questionnaire Annotated Template - Short	Closing	Communications	Administrative closure
Post Project Review Questionnaire Annotated Template - Long	Closing	Communications	Administrative closure

Tasmanian State Government	http://www.projectmanagement.tas.gov.au/index.htm
Template Name	Process group	Knowledge area	Process
Project Proposal	Initiation	Scope	Initiation
Project Brief	Initiation	Scope	Initiation
Project Business Cases	Initiation	Scope	Initiation
Project Business Plans	Initiation	Scope	Initiation
Project Execution Plan	Planning	Integration	Project Plan Development
Outcome Realization Plan	Planning	Quality	Quality planning
Issues Register	Controlling	Integration	Overall Change Control
Project Phase Review - Large Project	Controlling	Integration	Overall Change Control
Project Review & Evaluation - Large Project	Controlling	Integration	Overall Change Control
Project Review - Small Project	Controlling	Integration	Overall Change Control
Project Status Report	Controlling	Communications	Performance reporting
Risk Register	Controlling	Risk	Risk monitoring and control

TenStep,Inc	http://www.tenstep.com
Template Name	Process group	Knowledge area	Process
Kickoff Meeting Agenda	Initiation	Scope	Initiation
Service Request	Planning	Integration	Project Plan Development
Abbreviated Project Definition	Planning	Integration	Project Plan Development
Project Definition	Planning	Integration	Project Plan Development
Project Management Workplan	Planning	Scope	Scope Planning
Milestone Summary Report	Planning	Time	Activity definition
Communication Plan	Planning	Communications	Communications planning
Quality Assurance Checklist for Outsourced Projects	Executing	Quality	Quality assurance
Project Management Procedures	Controlling	Integration	Overall Change Control
Version Tracking Template	Controlling	Integration	Overall Change Control
Scope Change Request	Controlling	Scope	Scope change control
Scope Change Request Form	Controlling	Scope	Scope change control
Action Item Log	Controlling	Time	Schedule Control
Issues Log	Controlling	Time	Schedule Control
Individual Status Report	Controlling	Communications	Performance reporting
Project Status Report	Controlling	Communications	Performance reporting
Project Status Report	Controlling	Communications	Performance reporting
Project Scorecard	Controlling	Communications	Performance reporting
Customer Satisfaction Survey	Controlling	Communications	Performance reporting
End of Project Metrics Worksheet	Controlling	Communications	Performance reporting
End of Project Assessment	Closing	Communications	Administrative closure

U.S. Defense Logistics Agency	http://www.dsioj.dla.mil/default.htm
Template Name	Process group	Knowledge area	Process
Project Summary	Planning	Scope	Scope Planning
New Development WBS	Planning	Scope	Scope Definition
Cost Estimation Spreadsheet	Planning	Cost	Cost estimating
Risk Management Plan	Planning	Risk	Risk Management planning
Problem Trouble Report	Controlling	Integration	Overall Change Control
Yellow/Red Project Status Report	Controlling	Communications	Performance reporting
Completed Project Metrics	Controlling	Communications	Performance reporting
Non-Software Development Project Summary	Controlling	Communications	Performance reporting

U.S. Department of Energy	http://www.energy.gov/
Template Name	Process group	Knowledge area	Process
Feasibility Study	Initiation	Scope	Initiation
Project Plan Example Document Template	Planning	Integration	Project Plan Development
Functional Design	Planning	Scope	Scope Planning
Installation Plan	Planning	Scope	Scope Planning
Maintenance Plan	Planning	Scope	Scope Planning
Requirements Specification	Planning	Scope	Scope Planning
System Design	Planning	Scope	Scope Planning
System Retirement	Planning	Scope	Scope Planning
Training Plan	Planning	Scope	Scope Planning
Transition Plan	Planning	Scope	Scope Planning
Conversion Plan	Planning	Scope	Scope Definition
Acquisition Plan	Planning	Cost	Resource Planning
Quality Assurance Plan Template 1	Planning	Quality	Quality planning
Quality Assurance Plan Template 2	Planning	Quality	Quality planning
Quality Assurance Plan	Planning	Quality	Quality planning
Continuity of Operations Plan	Planning	Risk	Risk response planning
Requirements Traceability Matrix	Executing	Quality	Quality assurance
IT Project Management Review - On-Going Slides	Executing	Communications	Information Distribution
IT Project Management Review - First Time Slides	Executing	Communications	Information Distribution
IT Project Management Review - Samples	Executing	Communications	Information Distribution
IT Project Senior Management Review Slides	Executing	Communications	Information Distribution
IT Project Senior Management Review - Background	Executing	Communications	Information Distribution
IT Project Senior Management Review - Samples	Executing	Communications	Information Distribution
Change Control Forms	Controlling	Integration	Overall Change Control
Change Control Log	Controlling	Integration	Overall Change Control
Configuration Management Plan	Controlling	Integration	Overall Change Control
Acceptance Test Plan	Controlling	Quality	Quality Control
Project Test Plan	Controlling	Quality	Quality Control

University of Waterloo Information Systems & Technology	http://ist.uwaterloo.ca/istweb/isthomepage.htm
Template Name	Process group	Knowledge area	Process
Project Stakeholders Template	Initiation	Scope	Initiation
Project Charter	Initiation	Scope	Initiation
Statement of Work	Planning	Scope	Scope Planning
Scope Management Plan	Planning	Scope	Scope Planning
Scope Management Plan	Planning	Scope	Scope Planning
Statement of Work	Planning	Scope	Scope Definition
Task & Timeline	Planning	Time	Activity duration estimating
Statement of Work Deliverable Review Form	Planning	Time	Schedule development
Project Estimating Worksheet	Planning	Cost	Cost estimating
Project Team Template	Planning	Human Resource	Organizational planning
Project team template	Planning	Human Resource	Staff acquisition
WBS INDEX--RESPONSIBILITY ASSIGNMENT TABLE	Planning	Human Resource	Staff acquisition
Communication and Reporting Plan	Planning	Communications	Communications planning
Project Report Methods	Planning	Communications	Communications planning
Communications/Reporting Plan	Planning	Communications	Communications planning
Risk Management Plan	Planning	Risk	Risk Management planning
Concern List	Planning	Risk	Risk identification
RISK IDENTIFICATION WORKSHEET	Planning	Risk	Risk identification
Project Risk Assessment	Planning	Risk	Qualitative risk analysis
QUALITY REVIEW CHECKLIST—RISK ASSESSMENT SUMMARY	Planning	Risk	Quantitative risk analysis
RISK ITEM REPORT	Planning	Risk	Quantitative risk analysis
QUALITY ASSURANCE ASSESSMENT—ANALYSIS PHASE REVIEW	Executing	Quality	Quality assurance
QUALITY ASSURANCE ASSESSMENT—DESIGN PHASE REVIEW	Executing	Quality	Quality assurance
QUALITY REVIEW CHECKLIST—PROJECT DEFINITION	Executing	Quality	Quality assurance
QUALITY REVIEW CHECKLIST—SOFTWARE PACKAGE PROCUREMENT	Executing	Quality	Quality assurance
Team List	Executing	Human Resource	Team Development
Head-Up Report	Executing	Communications	Information Distribution
Request for Proposal	Executing	Procurement	Solicitation
Project Change Control Form	Controlling	Integration	Overall Change Control
Assessment Checklist	Controlling	Scope	Scope Verification
Product Acceptance	Controlling	Scope	Scope Verification
Project Change Control form	Controlling	Scope	Scope change control
PROBLEM AND CHANGE RECORD	Controlling	Scope	Scope change control
Project Activity Schedule	Controlling	Time	Schedule Control
Task List	Controlling	Time	Schedule Control
PROJECT TASK SHEET	Controlling	Time	Schedule Control
Task and Timeline	Controlling	Time	Schedule Control
QUALITY ASSURANCE ASSESSMENT—BUILD PHASE REVIEW	Controlling	Quality	Quality Control
QUALITY ASSURANCE ASSESSMENT—IMPLEMENTATION PHASE	Controlling	Quality	Quality Control
Progress Report1	Controlling	Communications	Performance reporting
Progress Report2	Controlling	Communications	Performance reporting
Project Details	Controlling	Communications	Performance reporting
WEEKLY PROJECT COMPONENTS SCHEDULE	Controlling	Communications	Performance reporting
STATUS REPORT (MONTHLY)	Controlling	Communications	Performance reporting
PROJECT TASK PROGRESS REPORT	Controlling	Communications	Performance reporting
Meeting Agenda and Minutes	Controlling	Communications	Performance reporting
Meeting Agenda and Minutes	Controlling	Communications	Performance reporting
Meeting Action Items	Controlling	Communications	Performance reporting
Risk Management Plan	Controlling	Risk	Risk monitoring and control
Client System Acceptance	Closing	Communications	Administrative closure
Project Planning Checklist	Closing	Communications	Administrative closure
CONSULTING AND PROFESSIONAL SERVICES AGREEMENT	Closing	Communications	Administrative closure

Templates Grouped By Process Group / Knowledge Area Subgrouping by Process

This section contains a list of all templates grouped by the process group and knowledge area. Note that in this document, hyperlinks are available for the company web site and also for the actual template files. The templates come in a wide variety of formats. (.doc, .html, .xls, .pdf)

Initiation/Scope

Process:	Initiation
Business Case	ALLPM
Request	Cadence Management Corporation
Study	Cadence Management Corporation
Proposal	Cadence Management Corporation
Project Charter	International Institute for Learning
Project Charter	Key Consulting
Feasibility study	Method123
Project Feasibility	Michigan Department of Information Technology
Project Concept	Michigan Department of Information Technology
Project Charter	Michigan Department of Information Technology
Project Prioritization Template	Mike Tarrani's Life Cycle, Project & Infrastructure Management Page
Cost Benefit Analysis Template	Minnesota Office of Technology
Project Charter Template	Minnesota Office of Technology
Project Proposal	New York State Office for Technology
Business Case	New York State Office for Technology
Project Charter	New York State Office for Technology
Initiation Kick-off Meeting Agenda	New York State Office for Technology
Form - Project Proposal Estimate	North Carolina Information Resource Management Commission
Business Case Methodology Template	North Carolina Information Resource Management Commission
Project Initiation Kickoff report	Phil Wolff's Journal of Estrapreneurial Strategy and Technology
Project Initiation Report	Phil Wolff's Journal of Estrapreneurial Strategy and Technology
Project Prioritization Spreadsheet	Process Impact
Concept Statement	ProjectWare
Selection Criteria	ProjectWare
Service Request Form	State of Oregon Information Resources Management Division
Project Charter	State of Oregon Information Resources Management Division
Project Charter	State of Oregon Information Resources Management Division
Project Proposal	Tasmanian State Government
Project Brief	Tasmanian State Government
Project Business Cases	Tasmanian State Government
Project Business Plans	Tasmanian State Government
Kickoff Meeting Agenda	TenStep,Inc
Feasibility Study	U.S. Department of Energy
Project Stakeholders Template	University of Waterloo Information Systems & Technology
Project Charter	University of Waterloo Information Systems & Technology

Planning/Integration

Process:	Project Plan Development
Project Planning Summary	4PM
Project Plan	Cadence Management Corporation
Project Plan development	Method123
Project Plan	Michigan Department of Information Technology
Guide to Developing WBS	Mike Tarrani's Life Cycle, Project & Infrastructure Management Page
Project Plan Template	Minnesota Office of Technology
Initial Project Plan	New York State Office for Technology
Planning Kick-off Meeting Agenda	New York State Office for Technology
Project Statement Form	State of California, Department of Finance
Project Plan	State of Oregon Information Resources Management Division
Project Execution Plan	Tasmanian State Government
Service Request	TenStep,Inc
Abbreviated Project Definition	TenStep,Inc
Project Definition	TenStep,Inc
Project Plan Example Document Template	U.S. Department of Energy

Planning/Scope

Process:	Scope Planning
Business Case (SIRMP) Template	Minnesota Office of Technology
Scope Statement (Instructions)	Minnesota Office of Technology
Scope Statement Template	Minnesota Office of Technology
Scope Statement	New York State Office for Technology
Project Management Workplan	TenStep,Inc
Project Summary	U.S. Defense Logistics Agency
Functional Design	U.S. Department of Energy
Installation Plan	U.S. Department of Energy
Maintenance Plan	U.S. Department of Energy
Requirements Specification	U.S. Department of Energy
System Design	U.S. Department of Energy
System Retirement	U.S. Department of Energy
Training Plan	U.S. Department of Energy
Transition Plan	U.S. Department of Energy
Statement of Work	University of Waterloo Information Systems & Technology
Scope Management Plan	University of Waterloo Information Systems & Technology
Scope Management Plan	University of Waterloo Information Systems & Technology

Process:	Scope Definition
Scope Statement	Michigan Department of Information Technology
WBS Worksheet	New York State Office for Technology
Work Breakdown Structure	ProjectWare
New Development WBS	U.S. Defense Logistics Agency
Conversion Plan	U.S. Department of Energy
Statement of Work	University of Waterloo Information Systems & Technology

Planning/Time

Process:	Activity definition
Critical Success Factors	Michigan Department of Information Technology
Work Breakdown Structure	Michigan Department of Information Technology
Detailed Design	Pragmatic Software
Work Package	ProjectWare
Milestone Summary Report	TenStep,Inc

Process:	Activity sequencing
Project Commitments - Agreement Form	Minnesota Office of Technology
Requirements Prioritization	Process Impact

Process:	Activity duration estimating
Task & Timeline	University of Waterloo Information Systems & Technology

Process:	Schedule development
Schedule	Cadence Management Corporation
Statement of Work Deliverable Review Form	University of Waterloo Information Systems & Technology

Planning/Cost

Process:	Resource Planning
Resource Staffing Plan	Michigan Department of Information Technology
Resource Plan Template	Minnesota Office of Technology
Acquisition Plan	U.S. Department of Energy

Process:	Cost estimating
Project Budget Estimate	Michigan Department of Information Technology
IT Project Budget Estimate	Michigan Department of Information Technology
Budget Estimate Template	Minnesota Office of Technology
Cost Benefit Analysis	ProjectWare
Project Estimate Summary Sheet	State of California, Department of Finance
Budge Estimate	State of Oregon Information Resources Management Division
Cost Estimation Spreadsheet	U.S. Defense Logistics Agency
Project Estimating Worksheet	University of Waterloo Information Systems & Technology

Process:	Cost budgeting
Preliminary Budget Estimate	New York State Office for Technology
Budget Estimate	New York State Office for Technology
Project Budget	ProjectWare

Planning/Quality

Planning/Human Resource

Process:	Organizational planning
Authorities	4PM
HR Plan	ALLPM
Responsibility Matrix	Cadence Management Corporation
Workload Planning	Cadence Management Corporation
Strategic Planning	Pragmatic Software
Organizational Breakdown Structure	ProjectWare
Responsibility Allocation Matrix	ProjectWare
Sponsor Checklist	State of Oregon Information Resources Management Division
Project Team Template	University of Waterloo Information Systems & Technology

Process:	Staff acquisition
Finding the Right Personnel - Project Manager Interview Guide	ALLPM
Job Description	ProjectWare
Project team template	University of Waterloo Information Systems & Technology
WBS INDEX--RESPONSIBILITY ASSIGNMENT TABLE	University of Waterloo Information Systems & Technology

Planning/Communications

Process:	Communications planning
Communications Matrix	ALLPM
Communications Plan	Michigan Department of Information Technology
Communication Plan Template	Minnesota Office of Technology
Communications Plan	New York State Office for Technology
Stakeholder Analysis	ProjectWare
Project Standard	ProjectWare
Communication Plan	ProjectWare
Top risk	State Texas, Department of Information Resources
Communication Plan	TenStep,Inc
Communication and Reporting Plan	University of Waterloo Information Systems & Technology
Project Report Methods	University of Waterloo Information Systems & Technology
Communications/Reporting Plan	University of Waterloo Information Systems & Technology

Planning/Risk

Process:	Risk Management planning
Risk Management	eProject Central
Risk Process	Method123
Risk Register	Method123
Risk Management Plan	Michigan Department of Information Technology
Generic Risk Management Plan	Mike Tarrani's Life Cycle, Project & Infrastructure Management Page
Risk Management Plan Template	Minnesota Office of Technology
Risk Management Work Breakdown Structure (Excel)	Minnesota Office of Technology
Risk Management Work Breakdown Structure (MS Project)	Minnesota Office of Technology
Quality Plan	New York State Office for Technology
Risk Management Worksheet	New York State Office for Technology
Risk Management Plan Template	Process Impact
Packaged System Risk Factors	State Texas, Department of Information Resources
Risk Management Plan	U.S. Defense Logistics Agency
Risk Management Plan	University of Waterloo Information Systems & Technology

Process:	Qualitative risk analysis
Risk Analysis	Key Consulting
Risk Assessment Questionnaire Template	Minnesota Office of Technology
Risk Management Statement of Work Template	Minnesota Office of Technology
Risk Assessment	Phil Wolff's Journal of Estrapreneurial Strategy and Technology
Risk Assessment	Pragmatic Software
Project Risk Assessment	University of Waterloo Information Systems & Technology

Process:	Quantitative risk analysis
Software Acquisition Management Risk Factors	State Texas, Department of Information Resources
Issues, Categories and Measures Table	State Texas, Department of Information Resources
QUALITY REVIEW CHECKLIST—RISK ASSESSMENT SUMMARY	University of Waterloo Information Systems & Technology
RISK ITEM REPORT	University of Waterloo Information Systems & Technology

Process:	Risk response planning
Risk Response Plan Template	Minnesota Office of Technology
Simple tracking template	State Texas, Department of Information Resources
Continuity of Operations Plan	U.S. Department of Energy

Planning/Procurement

Process:	Procurement planning
Procurement Plan	Michigan Department of Information Technology
Procurement Plan Template	Minnesota Office of Technology
Materials Requirements Planning	Production Scheduling

Process:	Solicitation planning
Risk Analysis	4PM

Executing/Integration

Process:	Project plan Execution
Change Request	Cadence Management Corporation
Change Request	New York State Office for Technology
Execution and Control Kick-off Agenda	New York State Office for Technology
Change Request	ProjectWare
Change Request	State of Oregon Information Resources Management Division
Change Request	State of Oregon Information Resources Management Division
ISO 12207 Life Cycles WBS Template	State Texas, Department of Information Resources

Executing/Quality

Process:	Quality assurance
QA - Build phase	ALLPM
QA - Closure and Analysis Phase	ALLPM
QA - Concept Phase	ALLPM
QA - Design Phase	ALLPM
QA - Implementations Phase	ALLPM
Software Quality Assurance Plan	North Carolina Information Resource Management Commission
Test Design	Pragmatic Software
Example Evaluation Charts	State Texas, Department of Information Resources
Quality Assurance Checklist for Outsourced Projects	TenStep,Inc
Requirements Traceability Matrix	U.S. Department of Energy
QUALITY ASSURANCE ASSESSMENT—ANALYSIS PHASE REVIEW	University of Waterloo Information Systems & Technology
QUALITY ASSURANCE ASSESSMENT—DESIGN PHASE REVIEW	University of Waterloo Information Systems & Technology
QUALITY REVIEW CHECKLIST—PROJECT DEFINITION	University of Waterloo Information Systems & Technology
QUALITY REVIEW CHECKLIST—SOFTWARE PACKAGE PROCUREMENT	University of Waterloo Information Systems & Technology

Executing/Human Resource

Process:	Team Development
Conflict Analysis & Planning	4PM
Behavior Analysis	4PM
Training Plan	New York State Office for Technology
Team List	University of Waterloo Information Systems & Technology

Executing/Communications

Process:	Information Distribution
Status Report Template	Minnesota Office of Technology
Functional Spec	Pragmatic Software
Gantt Chart Software	Smartdraw.com
Monthly project status report	State Texas, Department of Information Resources
IT Project Management Review - On-Going Slides	U.S. Department of Energy
IT Project Management Review - First Time Slides	U.S. Department of Energy
IT Project Management Review - Samples	U.S. Department of Energy
IT Project Senior Management Review Slides	U.S. Department of Energy
IT Project Senior Management Review - Background	U.S. Department of Energy
IT Project Senior Management Review - Samples	U.S. Department of Energy
Head-Up Report	University of Waterloo Information Systems & Technology

Executing/Procurement

Process:	Solicitation
Request for Proposal	University of Waterloo Information Systems & Technology

Process:

Source Selection

Process:

Contract Administration

Controlling/Integration

Process:	Overall Change Control
Project Change Request Form	ALLPM
Change Management	Cadence Management Corporation
Change Request Form	Key Consulting
Change Register	Method123
Configuration Management Plan	Michigan Department of Information Technology
Change Control Request	Michigan Department of Information Technology
Issue Document	Michigan Department of Information Technology
Change Request Form Template	Minnesota Office of Technology
Change Request Log Template (Excel)	Minnesota Office of Technology
Change Request Log Template (Word)	Minnesota Office of Technology
Configuration Management Plan Template	Minnesota Office of Technology
Issue Document Template	Minnesota Office of Technology
Issue Log Template (Excel)	Minnesota Office of Technology
Issue Log Template (Word)	Minnesota Office of Technology
Status Report (Instructions)	Minnesota Office of Technology
Change Request form	Phil Wolff's Journal of Estrapreneurial Strategy and Technology
Change Request Log	Phil Wolff's Journal of Estrapreneurial Strategy and Technology
Change Management Form	State of California, Department of Finance
Issue Resolution Form	State of California, Department of Finance
Issues Register	Tasmanian State Government
Project Phase Review - Large Project	Tasmanian State Government
Project Review & Evaluation - Large Project	Tasmanian State Government
Project Review - Small Project	Tasmanian State Government
Project Management Procedures	TenStep,Inc
Version Tracking Template	TenStep,Inc
Problem Trouble Report	U.S. Defense Logistics Agency
Change Control Forms	U.S. Department of Energy
Change Control Log	U.S. Department of Energy
Configuration Management Plan	U.S. Department of Energy
Project Change Control Form	University of Waterloo Information Systems & Technology

Controlling/Scope

Process:	Scope Verification
Project Planning Evaluation Checklist Template	Minnesota Office of Technology
Deliverable Approval Form	New York State Office for Technology
Project Approval Form	New York State Office for Technology
Assessment Checklist	University of Waterloo Information Systems & Technology
Product Acceptance	University of Waterloo Information Systems & Technology

Process:	Scope change control
Change Process	Method123
Change Control Process	North Carolina Information Resource Management Commission
Change Control Process	Process Impact
Scope Change Request	TenStep,Inc
Scope Change Request Form	TenStep,Inc
Project Change Control form	University of Waterloo Information Systems & Technology
PROBLEM AND CHANGE RECORD	University of Waterloo Information Systems & Technology

Controlling/Time

Process:	Schedule Control
Project Planning Transition Checklist	Michigan Department of Information Technology
Issue Log	Phil Wolff's Journal of Estrapreneurial Strategy and Technology
Action Item Log	TenStep,Inc
Issues Log	TenStep,Inc
Project Activity Schedule	University of Waterloo Information Systems & Technology
Task List	University of Waterloo Information Systems & Technology
PROJECT TASK SHEET	University of Waterloo Information Systems & Technology
Task and Timeline	University of Waterloo Information Systems & Technology

Controlling/Cost

Process:	Cost control
Cost Reporting	Cadence Management Corporation
Cost Benefit Analysis	Michigan Department of Information Technology
Earned Value Project Management Spreadsheet	Mike Tarrani's Life Cycle, Project & Infrastructure Management Page
Earned Value	ProjectWare

Controlling/Quality

Process:	Quality Control
UAT Release	Pragmatic Software
Acceptance Test Plan	U.S. Department of Energy
Project Test Plan	U.S. Department of Energy
QUALITY ASSURANCE ASSESSMENT—BUILD PHASE REVIEW	University of Waterloo Information Systems & Technology
QUALITY ASSURANCE ASSESSMENT—IMPLEMENTATION PHASE	University of Waterloo Information Systems & Technology

Controlling/Communications

Process:	Performance reporting
Status Report	Cadence Management Corporation
Project List	Cadence Management Corporation
Issues Log	Cadence Management Corporation
Status Report	Michigan Department of Information Technology
Active Project Transition Document	Michigan Department of Information Technology
Status Report	New York State Office for Technology
Progress Report	New York State Office for Technology
QA Review Weekly Progress Report	North Carolina Information Resource Management Commission
Project Status Report	North Carolina Information Resource Management Commission
Project Board Agenda	Phil Wolff's Journal of Estrapreneurial Strategy and Technology
Weekly Status Report	Pragmatic Software
Issues Log	ProjectWare
Status Report	ProjectWare
Executive Status Report	State of California, Department of Finance
Status Report Form	State of California, Department of Finance
Issue Log	State of Oregon Information Resources Management Division
Project Status Report	Tasmanian State Government
Individual Status Report	TenStep,Inc
Project Status Report	TenStep,Inc
Project Status Report	TenStep,Inc
Project Scorecard	TenStep,Inc
Customer Satisfaction Survey	TenStep,Inc
End of Project Metrics Worksheet	TenStep,Inc
Yellow/Red Project Status Report	U.S. Defense Logistics Agency
Completed Project Metrics	U.S. Defense Logistics Agency
Non-Software Development Project Summary	U.S. Defense Logistics Agency
Progress Report1	University of Waterloo Information Systems & Technology
Progress Report2	University of Waterloo Information Systems & Technology
Project Details	University of Waterloo Information Systems & Technology
WEEKLY PROJECT COMPONENTS SCHEDULE	University of Waterloo Information Systems & Technology
STATUS REPORT (MONTHLY)	University of Waterloo Information Systems & Technology
PROJECT TASK PROGRESS REPORT	University of Waterloo Information Systems & Technology
Meeting Agenda and Minutes	University of Waterloo Information Systems & Technology
Meeting Agenda and Minutes	University of Waterloo Information Systems & Technology
Meeting Action Items	University of Waterloo Information Systems & Technology

Controlling/Risk

Process:	Risk monitoring and control
Problem Solving Worksheet	Cadence Management Corporation
Problem Solving Tool	Cadence Management Corporation
Issue Processes	Method123
Issue Register	Method123
A Risk Management Tool	Mike Tarrani's Life Cycle, Project & Infrastructure Management Page
Risk Watch List Template	North Carolina Information Resource Management Commission
Exception Situation Reporting	Phil Wolff's Journal of Estrapreneurial Strategy and Technology
Risk Log	State of Oregon Information Resources Management Division
Generic Software Project Risk Factors	State Texas, Department of Information Resources
Measures Tailoring Worksheet	State Texas, Department of Information Resources
Risk Register	Tasmanian State Government
Risk Management Plan	University of Waterloo Information Systems & Technology

Closing/Communications

Process:	Administrative closure
Final Report	Cadence Management Corporation
Post Implementation Evaluation Report	Michigan Department of Information Technology
Implementation and Transition Plan	New York State Office for Technology
Post-Implementation Survey	New York State Office for Technology
Post-Implementation Report	New York State Office for Technology
Project Closeout Review	North Carolina Information Resource Management Commission
Post Mortem	Pragmatic Software
Project Retrospective Procedure	Process Impact
Completion Report	ProjectWare
Post Project Review Questionnaire Annotated Template - Short	State Texas, Department of Information Resources
Post Project Review Questionnaire Annotated Template - Long	State Texas, Department of Information Resources
End of Project Assessment	TenStep,Inc
Client System Acceptance	University of Waterloo Information Systems & Technology
Project Planning Checklist	University of Waterloo Information Systems & Technology
CONSULTING AND PROFESSIONAL SERVICES AGREEMENT	University of Waterloo Information Systems & Technology

Closing/Procurement

Process:

Contract closeout

Web sites

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