They also support effective communication, reinforce PM processes, serve as checklists to key questions, and more. Method is among the first to release project management templates to help teams deliver projects successfully. Method was founded in to develop and provide a suite of products that would benefit project managers and teams. Jim Lombardi, a project management and PMO professional developed it to provide the industry with templates and tools.
In the first 12 months, it sold more templates than any other similar websites combined. Today, the kit has been downloaded by more than 1. As before, it continues to offer over 50 professional-grade project templates that can help users save time, effort and money.
The Project Management Kit contains more than 50 templates. It also includes plans and forms that cover the entire project life cycle, from initiation to closure. Every template is professionally laid out. It has all the charts and tables needed. It comes with step-by-step instructions, contains practical examples, and includes tips and hints, so that users know exactly how and when to use each template.
For example, it includes templates for project proposal and business case for project initiation, project plan and resource plan for the planning phase, time management process, timesheet form, cost management process, and expense form for project execution, and project closure report and post implementation review for project closure, among many others. When Method started offering its project templates in , customers frequently asked when to use the templates, how to use them, and how to improve the success of their projects.
It is a professional-grade project management process for delivering projects using best practices. With it, project managers and teams are guided how to run their project from start to finish, step by step. Every phase, task and activity is described.
And the package also includes the complete suite of Method templates. MPMM products come in several editions and user licenses. Add-on modules are also available. Latest version is version 8. On its web site, Method also offers a variety of free tools.
A free electronic Project Management Guidebook is available for download. It describes how to manage projects, people, time, budget, communications, risks, and issues, step by step. Several free project templates can also be downloaded. From the site, users can also take advantage of free articles, newsletter, and blog.
This involves the creation has accepted the final solution, the project is ready of a: for closure. Project Plan outlining the activities, tasks, dependencies and timeframes. Project Closure Project Closure involves releasing the final deliver- Resource Plan listing the labor, equipment and ables to the customer, handing over project docu- materials required mentation, terminating supplier contracts, releasing project resources and communicating the closure Financial Plan identifying the labor, equipment of the project to all stakeholders.
The last remain- and materials costs ing step is to undertake a Post Implementation Review to quantify the overall success of the proj- Quality Plan providing quality targets, assurance ect and list any lessons learnt for future projects. It is the phase within which the business Business Case, a formal Feasibility Study may be problem or opportunity is identified, the solution commissioned. The purpose is to assess the likeli- is agreed, a project formed to produce the solution hood of a particular solution option's achieving the and a project team appointed.
The diagram below benefits outlined in the Business Case. Once a business problem or opportunity has been identified, a Business Case is prepared. This Template: Feasibility Study includes: A detailed definition of the problem or opportu- 2.
The Terms of Reference An analysis of the potential solution options defines the vision, objectives, scope and deliver- available. For each option, the potential benefits, ables for the project.
It also provides the organiza- costs, risks and issues are documented. A formal tion structure roles and responsibilities and a sum- feasibility study may be commissioned if the fea- marized plan of the activities, resources and fund- sibility of any particular solution option is not ing required to undertake the project. Finally, any clear risks, issues, planning assumptions and constraints are listed. The recommended solution and a generic imple- mentation plan. Template: Terms of Reference The Business Case is approved by the Project Sponsor and the required funding is allocated to proceed with the project.
This is basically a checkpoint be appointed. Once the team are 'fully resourced', the Project Office is ready to be set-up. Template: Job Description for Project Manager 2.
Although it is usual to have one central project office, it is possi- ble to have a 'virtual project office' environment, with project team members in various locations around the world. Regardless of the location, a suc- cessful project office environment will comprise the following components: Location either physical or virtual Communications telephones, computer network, email, internet access, file storage, database stor- age and backup facilities Documentation methodology, processes, forms and registers Tools for accounting, project planning and risk modeling.
Although general groups of resources ronment established. It is now time to undertake may have already been allocated to the Project Plan, detailed planning to ensure that the activities per- a detailed resource assessment is required to identi- formed in the execution phase of the project are fy the: properly sequenced, resourced, executed and con- trolled.
Types of resources labor, equipment and materi- als 2. A 'Work Breakdown Structure' WBS is identified, Roles, responsibilities and skill-sets of all human which includes a hierarchical set of phases, activi- resources ties and tasks to be undertaken on the project.
After the WBS has been agreed, an assessment of the Items, purposes and specifications of all equip- effort required to undertake the activities and tasks ment resource is made. The activities and tasks are sequenced, resources are allocated and a detailed project sched- Items and quantities of material resource.
This project schedule will become the primary tool for the Project Manager to assess the progress of the project. A schedule is assembled for each type of resource so that the Project Manager can assess the resource Template: Project Plan allocation at each stage in the project.
The total cost of labor, equipment and materials is quantified and an Identifies the techniques used to control the actu- expense schedule is defined which provides the al level of quality of each deliverable as it is built Project Manager with an understanding of the fore- i.
Preparing a detailed Financial Plan is extremely important as the project's success will Finally, it is important to review the quality not only depend on whether or not it is delivered within the of the deliverables produced by the project but also 'time, cost and quality' estimates for this project.
A summary of each of the management processes Template: Financial Plan undertaken during the execution phase is identified, including Time, Cost, Quality, Change, Risk, Issue, Procurement, Acceptance and Communications 2. Meeting the quality expectations of the customer is critical to the success of the project. To ensure that Template: Quality Plan the quality expectations are clearly defined and can reasonably be achieved, a Quality Plan is docu- mented.
The Quality Plan: 2. Developing a clear Risk Plan is an impor- Lists clear and unambiguous quality targets for tant activity within the planning phase as it is nec- each deliverable. Each quality target provides a set essary to mitigate all critical project risks prior to of criteria and standards which must be achieved entering the Execution phase of the project.
To pliers after the Project Plans have been document- clarify the criteria used to judge each deliverable for ed but prior to the Execution phase of the project. A formal Tender acceptance reviews within which customer accept- Process is invoked to identify a short-list of inter- ance will be sought and a summary of the process ested suppliers and select a preferred supplier to used to gain acceptance of each deliverable from meet the procurement needs of the project.
The the customer. Tender Process involves creating a Statement of Work, a Request for Information and Request for Template: Acceptance Plan Proposal to obtain sufficient information from each potential supplier to select a preferred supplier.
Once a preferred supplier has been chosen, a 2. The Templates: Statement of Work SOW , Request for Communications Plan identifies the types of infor- Information RFI , Request for Proposal RFP , mation to be distributed, the methods of distribut- Supplier Contract ing information to stakeholders, the frequency of distribution and responsibilities of each person in the project team for distributing information regu- 2.
At the end of the Planning phase, a Stage-Gate review is performed. This is basically a checkpoint Template: Communications Plan to ensure that the project has achieved its stated objectives as planned. The Procurement Plan provides a detailed descrip- tion of the Products i. It also references the process for the selection of a preferred supplier "Tender Process" and the process for the actual order and delivery of the procured products "Procurement Process".
It is the phase ative' fashion where iterations of each deliverable within which the deliverables are physically con- are constructed until the deliverable meets the structed and presented to the customer for accept- requirements of the customer.
Regardless of the ance. To ensure that the customer's requirements method used to construct each deliverable, careful are met, the Project Manager monitors and controls monitoring and control processes should be the activities, resources and expenditure required to employed to ensure that the quality of the final build each deliverable throughout the execution deliverable meets the acceptance criteria set by the phase. A number of management processes are also customer.
An The actual activities undertaken to construct each overview of each management process follows. As time is a scarce resource on timescales or resources are formally defined, evalu- projects, it is important to record the time spent by ated and approved prior to implementation.
A core each member of the team on a Timesheet to enable aspect of the Project Manager's role is to manage the Project Manager to control the level of resource change within the project successfully. This is allocated to a particular activity.
A Timesheet achieved by understanding the business and system Register provides a summary of the time currently drivers requiring the change, documenting the ben- spent on the project and enables the Project Plan to efits and costs of adopting the change and formu- be kept fully up to date. Cost Management Templates: Change Management Process, Change Cost Management is the process by which costs or Form, Change Register expenses incurred on the project are formally iden- tified, approved and paid.
Expense Forms are com- pleted for each set of related project expenses such Risk Management as labor, equipment and materials costs. Expense Risk Management is the process by which risks to Forms are approved by the Project Manager and the project e.
A proj- ect risk may be identified at any stage of the project Templates: Cost Management Process, Expense by completing a Risk Form and recording the rele- Form, Expense Register vant risk details within the Risk Register. Templates: Risk Management Process, Risk Form, Quality Management Risk Register Quality is defined as "the level of conformance of the final deliverable to the customer's require- ments".
Quality Management is the process by which the quality of the deliverables is assured and controlled for the project, using Quality Assurance and Quality Control techniques. Quality reviews are frequently undertaken and the results recorded within a Quality Register. The most common method of communi- the details within the Issue Register , each issue is cating the status of the project is via a Project evaluated by the Project Manager and a set of Status Report.
Each communication item released actions undertaken to resolve the issue at hand. To At the end of the Execution Phase, a Stage-Gate request the delivery of product from a supplier, a review is performed.
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