Project/Program Management

Project Status Report Template

Project/Program Management Vincent Hancock 0


This Project Status Report Template is intended for Project Managers to provide their client and other team members a report on the project. It is in a Word Template format and in intended to be installed in the directory where your Microsoft Office Templates reside.

Internal Project Review Form

Project/Program Management micalkins 0


 This Excel based scorecard-like form allows organizational leadership to quickly ascertain high level status of a project.  Can be sent to either your PM or to other leaders on the project for them to quickly relate status or risk items as the answers are predefined and presented as a dropdown choice. Questions on the form include:

  1. How is the project running relative to its original schedule?
  2. Relative to planned scheduled, future schedule of acitivity is __?
  3. How is the project running relative to its original scope?
  4. Relative to the current state of the project, can the project be delivered as designed?
  5. Relative to the current state of the project, can the project be delivered as budgeted?
  6. Relative to the current state of the project, is staffing adequate to complete the work as designed?
  7. Describe the customer's current  satisfaction with the project
  8. When was the last time you sat down with the Customer to discuss project issues/risk/status?
  9. Describe the Team's level of satisfaction with the overall Project
  10. What percentage of project Issues have exceeded their target resolution date? 
  11. Are you performing the work that is stated for you in the SOW? 

Client Engagement Management Plan

Project/Program Management aknoefel 0


This framework describes the way a client consulting engagement is managed by defining the project charter, listing key people, and the way regular events such as status meetings, time reporting, change management, etc and exceptions such as schedule/cost/scope slip, risks, escalations are handled, and the templates and forms used to accomplish each objective.

Go Live - Technical Checklist

Project/Program Management cchow 0


This checklist contains a list of tasks and deliverables in order to determine the readiness of an application to Go live. It is usually prepared by the project manager and reviewed by the technical team. Sign-off of this document is crucial in ensuring a successful technical implementation.

Project Risk Management Tool

Project/Program Management mjboyd 0


A solid risk management process is integral to successful delivery projects and involves key players in risk identification before the impact is too large.

This Project Risk Management tool provides a risk management process that can be performed in the initial project discovery and scoping efforts to define project risks. The detailed appendicies provide methods for categorizing risks and developing mitigation plans to proactively minimize their impact.

Project Financials Worksheet

Project/Program Management signaigo 0


This is an Excel Spreadsheet that tracks a project's financials (planned to actual).

Areas Including:

  • Forecast
  • Plan
  • Bill Rates
  • Summary
  • Change Log


Services Engagement Status Report

Project/Program Management sosborne 0


This sample status report is a concise way of conveying project heath.  The format was developed over years of practical experience and academic research for project management.

It outlines:

  • Accomplishments for the Period
  • Milestones Completed
  • Budget Measurements
  • Outstanding Action Items
  • Open Issues
  • Risk Areas

Kickoff Meeting Agenda

Project/Program Management kmcinish 0



This document outlines in a checklist approach a very detailed, yet concise, agenda for managing a professional services project kickoff meeting.


It covers the following areas:

1.     Executive Perspective

2.     Project Schedule

3.     Team Roles and Responsibilities

4.     Communication Plan

5.     Engagement Process

6.     Housekeeping Items

7.     Special Issues

8.     Summary and Close



Risk Management - A Discussion

Project/Program Management ChasMoone 0


The topics in this document are intended to provide a framework for identifying risks and managing them so that they have little or no impact on a project.

While all parties are interested in identifying factors that could prevent a project from being successful, there is often a lack of pre-project effort to identify those factors that “might happen” and derail the project; instead, many projects are conducted on the basis of “we’ll have enough time during the project to deal with anything that might occur.”

This document gives practical examples of risks across a broad spectrum of activities from International projects and programs to local endeavors.

PMBOK Outline

Project/Program Management Chris Peters 0


A single page overview of Project Management Body of Knowledge- PMBOK. 

This document outlines the critical methods and approches that need to be considered for any successful project. The outline includes the five basic process groups, the nine knowledge areas, and briefly discusses work breakdown structures - WBS