APPENDIX 1

Templates

These are the templates to accompany Project Management Essentials. Each is described in the referenced chapter or appendix.

Chapter One

Project Success Template

Project Life Cycle Roles and Responsibilities

Chapter Two

Project Charter

Project Charter

Project Title _____________________________ Date ___________

What (Scope Overview) (2 to 4 sentences about what is included and what is not)

Why (Business Case) (2 to 4 sentences with ROI, alignment, emotional appeal, ethical imperative)

When (Milestone Schedule and Acceptance Criteria)

Risks

Resources Required

    •  Funding _____________

    •  People ______________

    •  Other _______________

Routines (Team Operating Principles)

    •  _________________

    •  _________________

    •  _________________

Communication Needs (Stakeholders)

Collection of Knowledge (Lessons Learned)

    •  ________________

    •  ________________

    •  ________________

Commitment

Chapter Three

Project Stakeholder Power Interest Grid

Project Communication Matrix

Chapter Four

Requirements Traceability Matrix

Change Request

Chapter Five

Gantt Chart

RACI Chart

Chapter Six

Total Cost Spreadsheet

Budget Aggregation

Chapter Seven

Earned Value

Progress Report

Appendix Two

Project Selection Matrix

Resource Availability Matrix