Project Management Life Cycle The Project Management Life Cycle has four phases: Initiation,Planning, Execution and Closure. Each project life cycle phase is described below, along with the tasks needed to complete it. You can click the links provided, to view more detailed information on the project management life cycle.
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Develop a Business Case
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Undertake a Feasibility Study
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Establish the Project Charter
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Appoint the Project Team
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Set up the Project Office
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Perform Phase Review
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Create a Project Plan
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Create a Resource Plan
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Create a Financial Plan
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Create a Quality Plan
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Create a Risk Plan
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Create an Acceptance Plan
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Create a Communications Plan
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Create a Procurement Plan
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Contract the Suppliers Define the Tender Process Issue a Statement of Work Issue a Request for Information Issue a Request for Proposal Create Supplier Contract Perform Phase Review
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Build Deliverables
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Monitor and Control Perform Time Management Perform Cost Management Perform Quality Management Perform Change Management Perform Risk Management Perform Issue Management Perform Procurement Management Perform Acceptance Management Perform Communications Management
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Perform Project Closure
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Review Project Completion
The Project Management Template kit contains all of the tools and templates you need, to complete the project management life cycle. It also contains a free Project Management Book to help you manage projects. It takes you through the project lifecycle step-by-step, helping you to deliver projects on time and within budget. It's also unique, because it:
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Applies to all project types and industries Is used to manage projects of any size Gives you the complete set of project templates Explains every step in the project lifecycle in depth! The Project Management Kit helps: Project Managers to deliver projects Consultants to manage client projects Trainers to teach project management Students to learn how to manage projects Project Offices to monitor and control projects Senior Managers to improve the success of projects.
INITIATION
Project Charter This Project Charter Template will help you to define the scope of your project. Writing the Project Charter is typically one of the most challenging steps in the Project Life Cycle, as it defines the parameters within which the project must be delivered. It sets out the project vision, objectives, scope and implementation, thereby giving the team clear boundaries within which the project must be delivered. This Project Charter template will help you to:
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Identify the project vision and objectives Define the complete scope of the project List all of the critical project deliverables State the customers and project stakeholders List the key roles and their responsibilities Create an organizational structure for the project Document the overall implementation plan List any risks, issues and assumptions The Project Charter template includes: All of the sections within a Project Charter document Detailed instructions which help you to complete each section Tables and real-life examples, to step you through the document Actual role definitions, to save you time writing them A sample project plan for implementation An example organization chart Helpful hints and tips to guide you
This template is unique, as it is pre-completed and it already includes all of the information needed to create a Project Charter within a very short period of time. The practical examples, charts and tables will save you time, as you only need to "fill in the gaps" to build a comprehensive Project Charter document for your project team.
What is a Project Charter? A Project Charter outlines the purpose of the project, the way the project will be structured and how it will be successfully implemented. The Project Charter describes the project vision, objectives, scope and deliverables, as well as the Stakeholders, roles and responsibilities. The Project Charter is also known as a "Terms of Reference" or "Project Definition Report". When do I use a Project Charter? "Every time you start a new project, you should complete a Project Charter template. The Project Charter defines the vision and boundaries for the project, as well as the high level roadmap. In addition, the Project Charter also defines the scope of the project, within which the deliverables are produced. With a well defined Project Charter, the Project Manager has a clear project roadmap for success.
Project Job Description This Project Manager Job Description template lists all of the responsibilities of a Project Manager role within a project. Although it has been completed for a Project Management role, you can use this template to write a Job Description for any role within an organization. Completing a Project Job Description is actually a time consuming and challenging task, as it defines the targets for a role. It also defines how those targets are going to be measured and how the performance of the role will be assessed. This template will help you to create Job Descriptions for your organization, faster than ever before.
This Job Description template will help you to:
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Define the real purpose of the role List the key responsibilities of the role Define who this role will be reporting to Create a detailed Organizational Chart List the skills and experience needed Define any relevant qualifications Set out the key performance criteria Identify the salary and working conditions To help you complete these tasks, this template will provide you with: A complete worked example of a Job Description Instructions for every section within the document A sample list of skills and experience needed An Organization Chart diagram Examples of key performance criteria Lots of helpful hints and practical tips
This comprehensive template describes how to complete a detailed Job Description for any role in your organization, with very little effort. It also includes lots of practical, real-life examples to help you to fill-in the gaps, saving you time and energy. Whether you need to create a management, project or team role, this template has all of the relevant sections and procedures needed to create a professional Job Description today.
What is a Job Description? A Project Job Description defines the objectives and responsibilities of a particular role on a project. Completing a Job Description Template ensures the skills, experience and qualifications needed to fulfill the role are clearly defined. A Job Description may also be referred to as a "Position Description". When do I use a Job Description? A Project Job Description should be completed every time a new role is identified. The Project Job Description should clearly state the objectives and responsibilities of the role and where it fits within the organizational structure. By clicking "Add to Cart", you can immediately download a Project Manager Job Description for your project. It defines all of the responsibilities of a Project Manager, within a comprehensive Job Description Template.
Project Office Checklist This Project Office checklist helps you to set up and run a Project Management Office (PMO) within an organization. It lists the roles, equipment, standards and processes needed to run a Project Management Office today. Establishing a Project Management Office is a challenging task. You need to put in place the right PMO tools to support projects adequately and ensure project buy-in. This checklist helps you do that, by listing each of the critical items needed to set up and run a Project Management Office quickly and efficiently.
This Project Office checklist will help you to:
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Identify the right location for your PMO team Ensure that you have the correct infrastructure Procure the right PMO equipment and tools Define the PMO roles and responsibilities Put in place suitable standards and processes Implement relevant project management templates Offer Project Management Office services to projects. To help you run a Project Management Office, this checklist also provides:
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Examples of project roles, standards and processes A list of the project management templates required Sets of questions, to help you determine your PMO status A list of PMO equipment items and services
This checklist lists all of the business critical tools required to run a professional and efficient Project Management Office environment. Whether you are setting up a PMO, or you're running a PMO currently, this checklist will help you ensure that you are providing a high level of support to projects.
What is a Project Office Checklist? The Project Office Checklist lists everything you need to do, to set up a Project Management Office. A Project Management Office is the physical premises within which project staff (e.g. the Project Manager and support staff) reside. The Project Office also contains the communications infrastructure and technologies required to support the project. By using this 'Project Office Checklist' you will ensure you have all of the tools needed to operate your Project Office today. When do I use a Project Office Checklist? A Project Office Checklist helps you to establish and operate a Project Management Office. This Project Office Checklist contains a list of items to help you determine whether; the Project Office premises are fit for purpose, you have sufficient equipment available and whether all of the roles, standards and processes are in place within your Project Management Office environment.
Project Review Form -Initiation Phase This Project Review Form is completed at the end of the Initiation project phase to tell the sponsor whether the project has achieved its objectives to date. First, a Project Management Review is conducted to measure the deliverables produced by the project, then the results of the review are documented on this Project Review form which is presented to the sponsor for approval. Project Phase reviews are conducted at the end of the Initiation, Planning and Execution phases within a project. This form helps you to complete a project review for the the 'Initiation' project phase.
The form helps you to document the results of your Project Review, by stating whether the:
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Project is currently delivering to schedule Budget allocated was sufficient at this point Deliverables have been produced and approved Risks have been controlled and mitigated Issues were identified and resolved Changes were properly managed Project is on track The form helps you to: Document the results of your Project Review Clearly communicate the progress of your project to your sponsor List any risks or issues which have impacted the project Show sponsor the deliverables produced to date Seek approval to proceed to the next phase
By implementing Phase Reviews, you are putting in place the necessary "check-points" to monitor and control the project, thereby ensuring its success.
What is a Project Review? A Project Review is an assessment of the status of a project, at a particular point in time. The first time in the project life cycle that a project review is undertaken is at the end of the first project phase, called "Initiation". During this project review, a decision is made as to whether or not the team has met the objectives and is approved to proceed to the next project phase, being the "Planning" phase. Performing a project management review at the end of each phase is critical to the success of the project, because it allows the Project Sponsor to control the progress of the project and make sure that it passes through each Project Phase smoothly. When do I complete a Project Review?
As soon as the project team believes they have completed a particular project phase, a project review should be undertaken. There will usually be at least three project reviews during the project life cycle: at the end of the Initiation, Planning and Execution project phases. The template on this page will help you complete a project review for the "Initiation" project phase. The items included in the project review form are targeted towards this phase specifically.
PLANING
Project Plan This Project Plan Template will help you to quickly and easily create a Project Plan for your project. You can use it to create your own customizedproject management plan for delivering your project on time and under budget. If you want to create a Project Plan for your project within a few easy steps, then this project plan template will tell you how to do it. Each project planning step is described in detail and is accompanied by a suite of practical tips and hints.
By using this Project Plan template, you can:
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Identify all of the phases, activities and tasks Sum up the effort needed to complete those tasks Document all of the project inter-dependencies List the planning assumptions and constraints Create a detailed project planning schedule This Project Plan Template will also help you to: Define the project scope & milestones
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Identify the Work Breakdown Structure Set and agree the target delivery dates Monitor and control the allocation of resource Report on the progress of the project, to the sponsor The Project Plan is the most important document in the project, as it provides the Project Manager with a roadmap ahead, and it tells them during the journey whether they are ontrack. Using this Project Plan template, you can create a comprehensive project management plan for your project today.
What is a Project Plan? A Project Plan sets out the phases, activities and tasks needed to deliver a project. The timeframes required to deliver the project, along with the resources and milestones are also shown in the Project Plan. Using thisProject Plan Template, you can quickly and easily create a comprehensive Project Management Plan for your project, as it already lists the commonly used tasks needed to complete projects from start to finish. When do I use a Project Plan Template? A Project Plan Template is filled in every time you wish to embark on a new project. A summarized Project Plan is usually created early in the life cycle, with a detailed Project Plan being created later the planning phase. The Project Plan is referred to constantly throughout the project. Every day, the Project Manager will review actual progress against that stated in the Project Plan, to ensure they are still on track. The Project Plan is therefore the most critical tool a Manager can have to successfully deliver projects.
Resource Plan This Project Resource Management Plan helps you to identify all of the resources required to complete your project successfully. Using this Resource Plan, you will be able to identify the quantity of labor, equipment and materials needed to deliver your project. You will then create a resource schedule, which enables you to plan the consumption of each type of resource, so that you know that you will have enough resources to complete the project.
This Resource Planning template will help you identify the:
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Types of labor required for the project Roles and key responsibilities for each labor type Number of people required to fill each role Items of equipment to be used and their purposes Types and quantities of equipment needed Total amount of materials needed This Resource Plan template will also help you to:
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Plan the dates for using or consuming these resources Identify the amount of resource required per project activity Create a detailed resource utilization schedule By purchasing this resource planning template, you can schedule the resources needed to complete your project successfully.
What is a Resource Plan? A Resource Plan summarizes the level of resources needed to complete a project. A properly documented Resource Plan will specify the exact quantities of labor, equipment and materials needed to complete your project. This Resource Planning template also helps you gain approval from your Sponsor, ensuring their buy-in. When do I use a Resource Plan?
A Resource Plan is created during the Resource Planning phase of the project. Anyone responsible for Project Resource Management will need to create a comprehensive Resource Plan, to ensure that all of the resources needed to complete the project are identified. By implementing properResource Planning practices, it also helps you with budgeting and forecasting project expenditure.
Financial Plan This Financial Planning Template will help you to quickly and easily create a Financial Plan for your project. A Financial Plan enables you to set a "budget", against which you measure your expenditure. To deliver you project "within budget", you need to produce the project deliverables at a total cost which does not exceed that stated in the budget. Using this financial plan template, you can create a detailed budget against which to measure the success of your project.
This Financial Plan template will help you to identify the:
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Types of labour costs to be incurred during the project Items of equipment needed to deliver the project Various materials needed by the project Unit costs for labor, equipment and materials Other costs types such as administration Amount of contingency needed You can then use the Financial Plan template to create a budget by:
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Calculating the total cost involved in completing the project Identifying the total cost of each project activity Creating a schedule of expenses Creating a project budget is an extremely important part in any project, as it gives you a goal post to aim for. This Financial Plan will help you meet that goal post, by giving you a clear process and template for creating a budget for your project.
What is a Financial Plan? A Financial Plan identifies the Project Finance (i.e. money) needed to meet specific objectives. The Financial Plan defines all of the various types of expenses that a project will incur (labor, equipment, materials and administration costs) along with an estimation of the value of each expense. The Financial Plan also summarizes the total expense to be incurred
across the project and this total expense becomes the project budget. As part of the Financial Planning exercise, a schedule is provided which states the amount of money needed during each stage of the project. When do I use a Financial Plan? Whenever you need to ask for money, you need a sound Financial Plan showing how it will be consumed. For a Project Manager, getting Project Finance is one of the most critical tasks in the project. Therefore, sound Financial Planning principles must be followed to ensure a positive outcome. Using this Financial Plan template, you can create a detailed Financial Plan for your project. It will help you get the Project Finance needed to successfully deliver your project on time
Quality Plan Create a Quality Assurance Plan and Quality Control Plan , using this quality management plan template. It will help you to set quality targets for your project to ensure that the deliverables produced, meet the needs of your customer. You can then use it to schedule quality control andquality assurance activities, to assure your customer that the quality targets will be met.
You can use this Quality Plan to set quality targets by:
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Identifying the customers requirements Listing the project deliverables to be produced Setting quality criteria for these deliverables Defining quality standards for the deliverables Gaining your customers agreement with the targets set You can then use this Quality Plan to monitor and control quality by:
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Identifying the quality control tasks needed to control quality Creating a Quality Control Plan, by scheduling the control activities Listing the quality assurance activities required to assure quality Building a Quality Assurance Plan, by creating an activity schedule Quality Planning is a critical part of any project. It enables you to agree a set of quality targets with your customer. It then helps you to monitor and control the level of quality produced by the project, to ensure that you meet the quality targets set. By using this quality plan template, you can set quality targets and ensure that your project produces deliverables which meet your customers needs, thereby ensuring your success.
What is a Quality Plan? A Quality Plan helps you schedule all of the tasks needed to make sure that your project meets the needs of your customer. It comprises two parts; the Quality Assurance Plan lists the independent reviews needed and the Quality Control Plan lists the internal reviews
needed to meet your quality targets. By using Quality Assurance and Quality Control techniques, you can create a comprehensive Quality Management Plan for your project. When do I use a Quality Plan? Creating a Quality Plan is essential if you want to provide the customer with confidence that you will produce a solution that meets their needs. The Quality Plan states everything you're going to do, to ensure the quality of your solution. The first section defines the Quality targets. The second section sets out a Quality Assurance Plan. And the third section defines a Quality Control Plan. By using this template, you can create a Quality Management Plan that gives your customer a high degree of confidence that you will succeed.
Risk Plan This project Risk Management Plan helps you to identify risks and implement a plan to reduce them. It helps you do this, by giving you a complete risk management plan, showing you how to take action to reduce risk in your project. Using this risk plan, you can monitor and control risks effectively, increasing you chances of achieving success.
This Risk Planning template will help you to:
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Identify risks within your project Categorize and prioritize each risk Determine the likelihood of the risks occurring Identify the impact on the project if risk does occur You can then use this Risk Plan template to:
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Identify preventative actions to prevent the risk from occuring List contingent actions to reduce the impact, should the risk occur Schedule these actions within an acceptable timeframe Monitor the status of each risk throughout the project Creating a Risk Management Plan is a critical step in any project, as it helps you to reduce the likelihood of risk from occurring. Regardless of the type of risk, you will be able to use this template to put in place processes and procedures for reducing the likelihood of risk occurring, thereby helping you to deliver your project successfully.
What is a Risk Plan? A Risk Plan helps you to foresee risks, identify actions to prevent them from occurring and reduce their impact should they eventuate. The Risk Management Plan is created as part of the Risk Planning process. It lists of all foreseeable risks, their ranking and priority, the preventative and contingent actions, along with a process for tracking them. This Risk Plan template will help you perform these steps quickly and easily. When do I use a Risk Plan? A Risk Plan should be used anytime that risks need to be carefully managed. For instance, during the start up of a project a Risk Plan is created to identify and manage the risk involved with the project delivery. The Risk Plan is referred to frequently throughout the
project, to ensure that all risks are mitigated as quickly as possible. The Risk Plan template helps you identify and manage your risks, boosting your chances of success.
Acceptance Plan This Acceptance Plan helps you to gain the customers acceptance for the deliverables produced by your project. Creating an Acceptance Plan (or 'Acceptance Test Plan') is an important part of any project, as it allows the customer to accept the deliverables you have produced for them. By using this acceptance plan template, you can gain customer acceptance for your deliverables, quickly and efficiently.
This Acceptance Plan template will help you gain acceptance, by:
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Creating a full list of all project deliverables Listing the criteria for gaining customer acceptance Putting in place, acceptance standards to be met You can then use this template to create an Acceptance Plan, by:
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Identifying the acceptance test methods Allocating acceptance test resources Scheduling acceptance reviews with your customer Gaining your final acceptance of your deliverables By creating an Acceptance Plan for your projects, you'll boost your chances of success - as you will constantly produce deliverables which meet your customers requirements. The Acceptance Plan template helps you to schedule customer acceptance tests to ensure that your deliverables meet your customers needs, every time.
What is an Acceptance Plan? An Acceptance Plan (also known as an "Acceptance Test Plan") is a schedule of tasks that are required to gain the customers acceptance that what you have produced is satisfactory. It is more than just a task list though. An Acceptance Plan is in fact an agreement between you and the customer, stating the acceptance tasks that will be undertaken at the end of the project to get their final approval. The Acceptance Plan includes a list of the deliverables, the acceptance test activities, the criteria and standards to be met, and the plan for their completion. When do I use an Acceptance Plan? You should create an Acceptance Plan every time you need to produce a set of deliverables that require the customer's approval before completion. If the customer needs to approve anything, then you should agree upfront what actions will be taken to get their approval when the deliverables are complete. By creating an Acceptance Plan at the start of a project, it will save you time and hassle at the end, as the acceptance test actions will already have been pre-completed by the customer.
Communication Plan This
Communication Plan template will help you to communicate the right information, to the right people, at the right time. It will also help you create a schedule of communications events to ensure that your stakeholders are always kept properly informed, ensuring their continued buy-in and support.
The template helps you to build Communication Plans by:
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Listing your communications stakeholders Defining each stakeholders communication needs Identifying the required communications events Determining the method and frequency of each event Allocating resource to communications events Building a communication event schedule You can then use this Communication Plan template for :
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Monitoring the communications events completed Gaining feedback on communications events Improving communications processes Communication Planning is an important part of any business. Using this template you can create a comprehensive Communications Plan for your project or team, helping keep your stakeholders properly informed at all times.
What is a Communication Plan? A Communication Plan (or Communications Plan) describes how you intend to communicate the right messages to the right people at the right time. Within a Communication Plan, the communication goals, stakeholders and strategies, activities and timeframes are described. A Communication Plan helps you keep everyone informed so that you can communicate a consistent message to your target audience. When do I use a Communication Plan? Whenever you have a variety of staff, external suppliers, customers and stakeholders to communicate with, then you should record your communications formally in a Communication Plan. A clear Communications Plan is vital to the success of an organization. It is also critical to the success of projects, as it ensures that all of the staff and stakeholders are kept properly informed of the progress of a project. The best time to perform Communication Planning is during the start up phase of a project. This will ensure your Communication Plan includes the tasks needed to communicate effectively throughout the entire project life cycle.
Procurement Plan This Procurement Plan helps you procure products and services from external suppliers. It provides you with a complete project procurement plan template, to help you to quickly and easily create a Procurement Plan for your business. By planning your procurement carefully, you can ensure that you buy the right products for your business, at the right price.
This Procurement Plan helps you:
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Define your procurement requirements Identify all of the items you need to procure Create a sound financial justification for procuring them It also helps you to:
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List all of the tasks involved in procuring your products Schedule those tasks by allocating timeframes and resources Create a robust project procurement process for your business Procurement Planning is critical if you want to get the most out of your supplier relationships. By using this Procurement Plan template, you can quickly and easily define your procurement requirements, the method of procurement and the timeframes for delivery.
What is a Procurement Plan? A Procurement Plan defines the products and services that you will obtain from external suppliers. A good Procurement Plan will go one step further by describing the process you will go through to appoint those suppliers contractually. Whether you are embarking on a project procurement or organizational procurement planning exercise, the steps will be the same. First, define the items you need to procure. Next, define the process for acquiring those items. And finally, schedule the timeframes for delivery. When do I use a Procurement Plan? It is advisable to create a Procurement Plan whenever you want to purchase items from suppliers. Using the Procurement Plan template, you can define the procurement requirements, identify potential suppliers, contract those suppliers and manage them to ensure delivery. Project Procurement Planning is critical to the success of any project. This Procurement Plan template helps you to perform these steps quickly and easily.
Tender Register This Tender Register template helps you to track each Tender Form , as it is passed between the supplier and the business. Using this tender template, you can record the current status of each Tender Form issued by your project. Tender Forms tracked using a Tender Register, include:
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Statement of Work Request for Information Request for Proposal Supplier Contract The Tender Register tracks the current status of each Tender Form within your project or organization. For example, it records the:
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Types of Tender Forms released Release date and release details Status such as; Approved, Released, Distributed Outcome of the release of the Tender Forms
By using this Tender Register, you can:
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Monitor and control your tender processes Ensure that your tender process is followed Identify and resolve any issues with you tender early Keep track of the overall status of your tender Ensure that your tender is completed on time When purchasing products and services from suppliers through an Invitation to Tender process, this tender register will be invaluable, as it helps you to identify the current status of the tender at any point in time. You can therefore monitor and control the progress of any Invitation to Tender, effectively.
What is a Tender Form? A Tender Form is issued to a supplier during the "Invitation to Tender" process. Each Tender Form helps the team to collect information about potential suppliers so that they can appoint one or more preferred suppliers to the business. As each Tender Form is released to the suppliers, the progress is tracked in the Tender Register. To save time creating each Tender Form, a Tender Template is used. When do I use a Tender Form? Every time you appoint a new supplier, you need to create one or more Tender Forms. They help you keep the process open and visible within your business so that you can prove that your Tender Process has been run farily. The typical types of Tender Forms include the "Statement of Work", "Request for Information" and "Request for Proposal". The Tender Register helps you manage them all in one place.
EXECUTION
Time Management Process This Project Time Management Process describes how to monitor and control time spent within a project. It describes each of the Time Management procedures step-by-step, explaining how to use Timesheets and Time Management Logs to record time spent. By using this Time Process, you can control the amount of time that it takes staff to build deliverables within a project, increasing your chances of delivering "on time" and to schedule.
This Project Time Management process will help you to:
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Put in place a process for recording time within projects Use Timesheets to monitor the time spent by staff Identify and resolve time management issues Keep your Project Plan up-to-date at all times
This Project Time Management process is unique as it:
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Lists the key steps taken to manage time within a project Includes a process diagram, showing when those steps are taken Describes each of the roles and responsibilities involved Is pre-completed and ready to use on projects now If you are looking for a Project Time Management process that can be used immediately, with little customization, then this time process will meet your need. It describes how to manage time and deliver projects on schedule. Save time by using this Project Time Management process now.
What is Time Management? Project Time Management is all about recording the time spent by people on a project. To record time spent, the team implement a Project Time Management Process (or "Time Process"). This time process involves recording the time spent on tasks, using Timesheets. The time process helps the manager know which tasks has been worked on, when and for how long. When do I use a Time Management Process? The best way to see if your project is on track is to record time actually spent vs. time planned to be spent. The process is called Project Time Management, and it is by far the most effective way to monitor project progress. The time process allows you to see for every task, whether is has been completed on time. This time process also allows you to control time spent by implementing a timesheet approval process.
Cost Management Process This Project Cost Management Process helps you to monitor and report all expenses within a project. Costs (or "expenses") are recorded by team members, using Expense Forms. These forms are reviewed and approved by the Project Manager, prior to the expense items being purchased. The project cost management process steps you through this process, to ensure that all of the costs within your project are accurately recorded and tracked.
This project cost management process will help you to:
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Identify each of the costs within your project Ensure that expenses are approved before purchasing Keep a central record of all costs incurred Control the overall cost of your project This template will also enable you to: Determine whether your expenses were adequately budgeted Monitor and control instances of over-spending Gain special approvals for extra-ordinary expenses Schedule expense payments and invoice approvals Keep your project and financial plans up-to-date
To deliver your project under budget, it is essential that you implement aproject cost management process. This process will help you identify, monitor and control costs, at each phase in the project.
What is a Cost Management Process?
A Cost Management process helps you control expenses within an organization. By purchasing the Project Cost Management process advertised here, you can ensure that all expenses are approved before they are paid. Using this project Cost Management process, you can ensure that your project is delivered within budget. When do I use a Cost Management Process? If you want to control the way that expenses are incurred, then you need to implement a Cost Management process. It will help you to control project expenses, ensuring that only expenses which have been approved, may take place. Using this Cost Management process, you can also keep your project plan up-to-date with the latest expense information available.
Quality Management Process This Quality Management Process will help you to improve the quality of your team deliverables. It also helps you to implement a Quality Assurance Process, to boost confidence in the quality of your outputs. By implementing quality management in your organization, you can boost the quality of your deliverables and achieve total success.
This Quality Management Process will help you to:
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Set Quality Targets to be met by your team Define how those quality targets will be measured Take the actions needed to measure quality Identify quality issues and improvements Report on the overall level of quality achieved By using this Quality Management Process, you can:
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Perform Quality Assurance Undertake Quality Control Initiate Quality Improvement Implement Quality Management A Quality Management Process is critical process within any business, as it helps you to ensure that the deliverables produced, actually meet the requirements of your customer. This Quality Management Process will help you to improve the quality of your deliverables, today.
What is a Quality Management Process? A Quality Management Process is a set of procedures that are followed to ensure that the deliverables produced by a team are "fit for purpose". The start of the Quality Management Process involves setting quality targets, which are agreed with the customer. A "Quality Assurance Process" and "Quality Control Process" are then undertaken, to measure and report the actual quality of deliverables. As part of the Quality Management Process, any quality issues are identified and resolved quickly. When do I use a Quality Management Process? You should implement a Quality Management Process any time that you want to improve the quality of your work. Whether you are producing deliverables as part of a project or operational team, an effective quality management and quality assurance process will be beneficial. By implementing this Quality Management Process, you can ensure that your team's outputs meet the expectations of your customer.
Change Management Process This Change Management process helps you to manage all requests for change within your project. By putting this change process in place, you'll easily be able to monitor and control the amount of change that takes place. Within the Change Management Process, each of the key steps for managing change are included. It also tells you how to implement control change, through change approvals and reviews.
By using this Change Process, you can:
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Identify requests for change Confirm the feasibility of each change Control the way that change is undertaken Manage the approval of change This Change Process is unique, as it:
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Provides a template for managing change Fully describes every step in the change process Includes a change process diagram, showing you the steps Defines the responsibilities of change managers Describes the change review and approval process Using an effective Change Process is a core function in any team, as change impacts on your ability to deliver your objectives, therefore increasing costs and putting pressure on delivery timeframes. To properly control change, this Change Process sets out all of the steps you need to implement, to manage change effortlessly.
What is a Change Process? A Change Process, or Change Management Process, is a set of procedures that help teams to control change effectively. It's not that you have to prevent change from happening; it's how you manage change once it occurs that really matters. This is where a Change Process is invaluable. The Change Process allows you to record change requests, and review and
approve those requests, before implementing them. This Change Process makes change management easy. When do I use a Change Process? If you work in a team that is subject to change, then you need a Change Process. By implementing a Change Process, you can track change as it occurs and control the effect it has on your team. A Change Process helps you monitor the impact of change on the business, to ensure that each change has the desired outcome.
Risk Management Process This Risk Process shows you all of the steps you need to take to implement Risk Management in your organization. By using this risk process to monitor and control risk, you can ensure you meet your team objectives. Within this risk process, all of the steps need to mitigate risk are described in detail.
This Risk Process helps you:
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Identify critical and non-critical risks Document each risk in depth by completing Risk Forms Log all risks and notify management of their severity Take action to reduce the likelihood of risks occurring Reduce the impact on your business, should risk eventuate This Risk Process is different, as it:
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Lists all of the risk procedures in depth Includes a diagram explaining the risk process Tells you how to identify, monitor and control risks Helps you mitigate risk through best practice processes Most teams are subject to constant risk of meeting their objectives. The key to success lies in how you manage risks, by putting in place a clearRisk Management Process. This process describes the steps taken to mitigate risk as it occurs, helping you to meet your team goals more easily.
What is a Risk Process? A Risk Process, or Risk Management Process, describes the steps you need to take to identify, monitor and control risk. Within the Risk Process, a risk is defined as any future event that may prevent you to meet your team goals. A Risk Process allows you to identify each risk, quantify the impact and take action now to prevent it from occurring and reduce the impact should it eventuate. When do I use a Risk Process? You use a Risk Process whenever your ability to meet your objectives is at risk. Most teams face risks on a regular basis. By putting in place this Risk Process, you can monitor and control risks, removing all uncertainty. The Risk Process involves running risk reviews to identify and quantify risks. The risks are then documented and the Risk Process helps you
take action to reduce the likelihood of them occurring. This Risk Process will help you put in place the right processes for managing risk today.
Issue Management Process Issues Management is the process of identifying and resolving issues in a project or organization. Using this Issue Management Process, you can identify and resolve issues quickly, before they have an undesirable impact. Whether you experience staffing, supplier, equipment or other issues, this process will guide you through the steps towards their speedy resolution.
This Issue Management Process will help you to:
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Identify and record issues clearly Use Issue Forms to document issues properly Determine the impact of each issue Prioritize issues and report on their status Review all issues and decide on a course of action Take the steps needed to resolve issues quickly By using this Issue Management Process, you'll also be able to:
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Assign actions to staff to resolve issues Monitor the outcome of the actions taken Assign roles and responsibilities for managing issues Report on the status of issues to management Your ability to identify and resolve issues as quickly as possible will directly affect the success of your team. This Issue Management Process will help you achieve this, by describing the steps taken to resolve issues swiftly and efficiently.
What is an Issue Process? An Issue Process, or Issue Management Process, is a set of procedures that help you manage issues as they occur. Whether you're part of a project or operational team, issues will occur on a regular basis affecting the ability to meet your team goals. That's when an Issue Process is invaluable. An Issue Process helps you record each issue and identify the actions needed to resolve it. As part of the Issue Process, an approval step is included to ensure that the right actions are taken, at the right time. When do I use an Issue Process? You follow an Issue Process when you encounter issues that need to be resolved quickly. Examples of issues that are resolved through an Issue Process include; lack of funding, insufficient resources and tight deadlines. Regardless of the circumstance, this Issue Process helps you get approval to take action to resolve it immediately.
Issue Management Process
Issues Management is the process of identifying and resolving issues in a project or organization. Using this Issue Management Process, you can identify and resolve issues quickly, before they have an undesirable impact. Whether you experience staffing, supplier, equipment or other issues, this process will guide you through the steps towards their speedy resolution.
This Issue Management Process will help you to:
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Identify and record issues clearly Use Issue Forms to document issues properly Determine the impact of each issue Prioritize issues and report on their status Review all issues and decide on a course of action Take the steps needed to resolve issues quickly By using this Issue Management Process, you'll also be able to:
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Assign actions to staff to resolve issues Monitor the outcome of the actions taken Assign roles and responsibilities for managing issues Report on the status of issues to management Your ability to identify and resolve issues as quickly as possible will directly affect the success of your team. This Issue Management Process will help you achieve this, by describing the steps taken to resolve issues swiftly and efficiently.
What is an Issue Process? An Issue Process, or Issue Management Process, is a set of procedures that help you manage issues as they occur. Whether you're part of a project or operational team, issues will occur on a regular basis affecting the ability to meet your team goals. That's when an Issue Process is invaluable. An Issue Process helps you record each issue and identify the actions needed to resolve it. As part of the Issue Process, an approval step is included to ensure that the right actions are taken, at the right time. When do I use an Issue Process? You follow an Issue Process when you encounter issues that need to be resolved quickly. Examples of issues that are resolved through an Issue Process include; lack of funding, insufficient resources and tight deadlines. Regardless of the circumstance, this Issue Process helps you get approval to take action to resolve it immediately.
Procurement Management Process This Procurement Management process will help you to purchase goods and services from external suppliers. It gives you a complete procurement process andprocurement procedures, which explain step-by-step, how to purchase from suppliers.
You will learn how to issue Purchase Orders, receive and approve deliveries, endorse supplier payments and manage suppliers against their contracts.
This procurement process will also help you to:
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Identify the goods and services to procure Complete Purchase Orders and issue to suppliers Agree on delivery timeframes and methods Receive goods and services from suppliers Review and accept the items procured Approve supplier payments This Procurement Management Process will enable you to:
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Identify supplier contract milestones Review supplier performance against contract Identify and resolve supplier performance issues Communicate the status to management Procuring goods and services from external suppliers can be a critical path for many projects. Often, the performance of the supplier will reflect on the performance of the overall project team. It's therefore crucial that you manage your suppliers performance carefully, to ensure that they produce deliverables which meet your expectations. This Procurement Management Process will help you do this to get the most out of your external supplier relationships.
What is a Procurement Management Process? A Procurement Management Process, or Procurement Process, is a method by which items are purchased from external suppliers. The procurement management process involves managing the ordering, receipt, review and approval of items from suppliers. A procurement process also specifies how the supplier relationships will be managed, to ensure a high level of service is received. This is a critical task in Procurement Management. In essence, the procurement process helps you "get what you have paid for". When do I use a Procurement Management Process? You need to implement a Procurement Process any time you want to buy items from external suppliers. By using this Procurement Management Process, you can ensure that the items provided meet your need. It also helps you manage the supplier relationship, ensuring that any issues are resolved quickly. By implementing a Procurement Process, you can ensure you get the maximum value from your supplier relationship.
Acceptance Management Process By using this Acceptance Process , you can ensure that every deliverable produced by your team, fully meets the needs of your customer. An acceptance process helps you to achieve this, through rigorous user acceptance testing. During the user acceptance testing process, each deliverable is reviewed by your customer and formally "accepted" as meeting their needs.
This Acceptance Process helps you:
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Perform proper user acceptance testing Use acceptance forms to document the results Request your customer's final acceptance Communicate the acceptance testing results This acceptance process is unique because it:
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Steps you through the entire acceptance management process Lists all of the procedures for user acceptance testing Includes each of the acceptance roles and responsibilities Describes in depth how to gain acceptance from your customer Is pre-completed to save you time and effort Although delivering your project on time and within budget is important, it is critical that the deliverables produced, actually meet the needs of your customer. For this reason, Acceptance Management is a project-critical activity. This acceptance process will help you to gain your customers acceptance, by taking you through the acceptance process, step-bystep.
What is an Acceptance Process? An Acceptance Management Process is a series of steps that you take to complete User Acceptance Testing. When a project is nearly complete, one of the final steps is to perform User Acceptance Testing with the customer. As part of the User Acceptance Testing process, the customer will be asked to review the project deliverables and confirm that they are "fit for purpose". By using this User Acceptance Testing process, you can confirm that your customer is happy and sign off the project as complete. When do I use an Acceptance Process? You should use an Acceptance Process to perform User Acceptance Testingyou're your customer. Before you can close a project officially, you need to show your Project Sponsor that you have completed User Acceptance Testing and that your customer has signed off the deliverables as being 100 per cent complete. Only when User Acceptance Testing is complete, should you proceed with closing the project. You can complete User Acceptance Testing quickly and efficiently, using this Acceptance Management Process.
Communications Management Process This Communication Process helps you to undertake Communications Management for your team. It does this by taking you through the Communication Process, step-by-step. If you want to keep the right people informed with the right information, at the right time, then this process will help you.
The Communication Process will help you to:
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Identify the messages that need to be sent Determine your target audience for communication
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Decide on your message format and timing Draft your message and gain approval where required Communicate your message, through communications events Gather feedback and improve your communication processes By using this Communication Process, you can:
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Clearly identify your project stakeholders Identify your stakeholders communications needs Run any type of communications event to send out your message Ensure the right people receive the right information at the right time Keeping your stakeholders regularly informed is a critical activity for any team. Whether it's through status reports, regular meetings or informal email, you can ensure that the right messages are distributed about the progress of your project. This will help your project team and external stakeholders to remain focused on delivery and to provide you with all of the support you need to deliver your project successfully.
What is a Communication Process? A Communication Process, or Communications Management Process, is a set of steps that are taken every time formal communications are undertaken in an organization. A Communications Process is undertaken as part of Communications Management and helps to ensure that your stakeholders are kept regularly informed. For example as part of the project life cycle, the team implement a Communication Process to make sure that the entire team is kept informed of the status of the project. When do I use a Communication Process? A Communication Process should be used when you wish to communicate formally within an organization. By using the Communication Process, you can ensure that no miscommunication occurs. As part of the Communication Process, you can also receive feedback on the communications which have taken place to date and ensure that future communications are improved. Communications Management is a fundamental part of any organization and needs to be treated with care. Using this Communications Process, you can communicate effectively at all times.
CLOSURE
Project Closure Report This Project Closure report helps you take the steps needed to formally wind-up your project. The report helps you undertake the Project Closurephase within a project, by documenting all of the tasks needed to complete your project and hand over the deliverables to your customer. It is critical that you complete the Project Closure phase properly, as the manner within which these closure steps are taken will determine the final success of your project.
Using this Project Closure Report you can perform Project Closure by:
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Identifying the project completion criteria Listing any outstanding activities or deliverables Creating a plan for passing deliverables to your customer Planning the handover of project documentation Closing supplier contracts and agreements Releasing projects resources to the business Communicating the closure of the project This Project Closure Report is unique because it:
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Includes pre-formatted sections and tables Lists all of the key activities needed to close a project Contains step-by-step instructions to help you complete it Has lots of practical examples, tips and hints Is pre-completed to save you time and effort Written by project experts, this Project Closure Report helps you to document all of the steps needed to close your projects quickly and efficiently.
What is a Project Closure Report? A Project Closure Report describes how you intend to close your projects. The Project Closure Report confirms that the objectives have been met, the deliverables have been handed over to the customer and that project closure can commence. Every Project Manager needs to complete a Project Closure Report to gain agreement from their Sponsor that the project is ready for closure. Once the Project Closure Report has been approved, the Manager can proceed with the actions needed to close the project swiftly. When do I use a Project Closure Report? A Project Closure Report should be documented any time that a project is ready for closure. Using this Project Closure Report, you can to document the actions needed to perform project closure immediately. This Project Closure Report already includes the sections, tables and practical examples you need, to save you time.
Post Implementation Review This Post Implementation Review template will help you to perform a post project review for your project, soon after it has finished. By performing a post project review, you can identify the project successes, deliverables, achievements and lessons learned. The post project review is the last critical step in the project life cycle, as it allows an independent party to validate the success of the project and give confidence to the stakeholders that it has met the objectives it set out to achieve.
This template helps you perform a Post Implementation Review by:
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Measuring the benefits and objectives Deciding whether the project was within scope
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Assessing the final deliverables produced Reviewing the project against schedule Comparing the expenditure against budget Stating the final outcome of the project The Post Implementation Review template also helps you to:
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Identify the key project achievements and milestones Document any lessons learned for future projects Communicate its success to stakeholders This Post Implementation Review template provides you with the steps needed to review a project and document its overall level of success. It includes all of the sections, tables and practical examples you need, to document a Post Implementation review today.
What is a Post Implementation Review? A Post Implementation Review, or Post Project Review, is performed after a project is complete. The purpose of a Post Implementation Review is to determine whether the project was successful and identify any lessons learned. A Post Implementation Review also looks at whether the project produced the required deliverables within the agreed timeframe. The overall achievements are also documented in the Post Implementation Review report. When to conduct a Post Implementation Review? The best time to conduct a Post Implementation Review is between 1 and 6 months after a project has completed. By then, the project deliverables will have been handed over to the customer and the benefits of the project will be clear. A Post Implementation Review is a critical part in the project life cycle, as it's during this review that the success of the project is measured. This template includes all of the content you need, to perform a Post Implementation Review today.