We don't include software tools such as MS Project or Primavera in this section; rather we will attempt to provide you with some of the templates common to projects accompanied by a tutorial on how to populate them with information and use them properly.
The first document your project will use. In fact, this document should already be in place before you're assigned to manage the project. If that's the case, this page will provide you with some advice on what information to look for in the document and how to use it to your best advantage. If one hasn't been given to you, this page will provide you with a template you can use to create the charter and instructions on how to build the Charter.
The Business Case represents the justification for doing the project. This document should capture the benefits of doing the project and the cost of doing it. Benefits and costs will be captured at a high level and will not represent a detailed budget for the project. Most benefits will only be realized when the project's products or services have been developed and delivered. Costs will be captured at a high level initially and will continue to be refined as the project progresses. This page contains a downloadable MS Word Business Case template and instructions on how to build the Business Case. To access the Business Case page and template, click on this link.
This is the document that describes the process you will use to drive Integrated Change Control in your project. The plan will describe all the activities required to capture the request, analyze the costs of making the change, capture the benefits of making the change, and how the decision on making the change is made and who makes it. The plan needs to identify all the activities required for managing change, who is responsible for each activity and the timeline that determines when the activities must be completed. You should ensure that the process is agile enough to cover both large, complex changes and simple small scale changes. This page contains a downloadable MS Word Change Management Plan template and instructions on how to build the Change Management Plan your project needs. To access the Change Management page and template, click on this link.
The Communications Management Plan is the CNN News Desk for your project. It describes how requirements for communications are to be gathered, who to communicate to, what to tell them, and when to tell it. It also should describe the different media your project will use to distribute this information. Communications is perhaps one of the most overlooked Knowledge Areas and also one of the most critical to the success of the project. Communications is your means of managing stakeholder perception of your project. If your project is not perceived as being successful, it isn't! This page contains a downloadable MS Word Communications Plan template and instructions on how to build the Communications Management Plan your project needs. To access the Communications Management page and template, click on this link.
This is the table referred to in the Additional Tools section of this web site (under Project Management Tips). This is the table where the project's goals and objectives articulated by organization's senior management are captured. To access this table, click on this link.