All Project Management Templates, Checklists & Guidelines
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Propose a new project idea
Define high-level customer needs and benefits
Evaluate the idea for feasibility and return
Select or reject the idea
Assign the PM and Sponsor
Announce the official approval of the project
Team Kickoff – Project Goals, Team Roles and Responsibilities
Communicate – With team and stakeholders
Scope – Define what the project must deliver
Requirements – Details of what must be created
Requirements documents for different types of projects
Planning – WBS, Schedule, Resources Functional, and Project Management Plans
Planning Process Guidelines
Planning – WBS, Schedule, Resources Functional, and Project Management Plans
Planning Process Guidelines (cont.)
Project management plan documents – example variations
Example WBS & Schedules
Special planning approaches
Related functional plans
Risks- Assessment, Mitigation, Planning
Budgeting- Resources and Budget
Trade-offs- Identify, Analyze, and Review options
Commitment- Approve and commit to project cost, time, scope
Specifications and Designs
Review, Test, Assess the Project and Its Major Deliverables
Reviews
Testing with variations for different project types
Track Progress of schedule and deliverables
Manage and Control the Work and Changes
Communicate Progress and Issues
Approve project deliverables readiness
Variations for specific projects
Release the project deliverables
Deploy to customers
Capture lessons learned by team
Close out the project
Celebrate and Reward team members
Additional Templates, Checklists & Guidelines
Project Portfolio
Managing Multiple Projects
But Wait… There's More!
View our templates organized specifically for:
Project Management Office
Software Release Processes
Agile and Iterative Methods and Techniques
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