Project Management Templates > Project Management Improvement and PMO Resources

Project Management Improvement and PMO Resources

Developing Project Managers

Project Manager Development Profile Form
A one-page form allowing comprehensive assessment and development planning for individual project managers across categories such as management skills, career ambition, and short- and long-term growth potential. Appropriate as an individual coaching/assessment tool as well as a guideline for personnel growth and assignments.
Project Manager Assessment Tool
Placing staff into project manager roles can be the most difficult task associated with launching a PMO if it relies heavily upon subjective or cursory assessments of project management capabilities. This assessment reduces some of that subjectivity using detailed questions about the skills and experience required to perform the PM's past and current work: education, project experience, tool familiarity, people management abilities, and more.
Ways to Gain Career-Enhancing PM Skills and Experience
Pointers and suggestions for accelerating the development of skills and experience you need to expand your project management career options.
Company Program for Ongoing PM Learning
Example framework for a comprehensive ongoing training and support program for your PMs.
Project Training Plan
Example framework for a comprehensive ongoing training and support program for your PMs.
Project Manager Coaching Guidelines
Ideas for setting up and carrying out a coaching arrangement, where a more experienced project manager coaches a less experienced PM during a project.
PM Support Website Requirements Checklist
A requirements list and prioritization template created by a company planning an internal website to support its project managers and teams.

Supporting and Overseeing Projects

Enterprise Project Management Office (PMO) Charter
An annotated outline for an enterprise-wide Project Management Office charter document.
Budget for Project Management Support Group
An example budget for non-salary expenses for a chartered PM support group.
Project Manager Support Survey
A short survey form for determining what training and support your Project Managers feel they, their team members, and related functional managers need.
Project Support Group Survey and Results
This template provides a survey approach for use by a new or proposed "Project Support Group." Such a group is formed in some organizations to support all its project managers, especially newer project managers who may need training, mentoring, or coaching.
New Project Proposal
Templates providing a consistent format for the capture and evaluation of new product and project ideas.
Project Manager/Team Leader Selection
A worksheet to help a project sponsor select a project manager by scoring candidates on a number of selection criteria, including critical "soft skills" and domain knowledge specific to the project.
Project Sponsor Roles and Responsibilities
A list of characteristics and responsibilities of the Project Sponsor. The Project Sponsor champions executive approval for the project.
Fast, Effective Ramp Up of New Team Members
You can't afford to have new team members milling around unproductively trying to figure out their project role and responsibilities. Throw them a rope?and get them productive faster?with this detailed guideline by Steve Trautman, excerpted from his book Teach What You Know: A Practical Guide to Knowledge Transfer Using Peer Mentoring.
Project Kickoff Meeting Agenda and Guidelines
An example agenda for holding a kickoff meeting for a new project and detailed guidelines for preparing for and running this intense team session. Sure, you might prefer to "just get to work." But if a team member gets off track, or a cross-functional team member wasn't even aware of what was needed, the entire project can end up in the weeds.
Deliverables Definition Form - Project Documents
An outline for defining the contents of "deliverables" your team needs to create during a project, and information about how a well-defined deliverable can make your projects go more smoothly!
Lessons Learned Survey
A survey that can be sent to team members during or after a project, to solicit their feedback on how the project was conducted.
Project Cancellation Guidelines
A comprehensive guideline for determining whether a project should be cancelled and?once such a decision is made?for smoothly ramping down and closing out a cancelled project, taking into account possibly wide-ranging implications for your company and customers.
Lessons Learned Meeting Agenda
A sample agenda for a lessons learned meeting, to capture what did or didn't go well on a project, how to replicate success, and what to do differently in the future.
Project Closeout Meeting Agenda
This template provides an agenda for a Close Out Workshop, an occasion where the Program Team and others can document what worked, areas for improvement, lessons learned, and next steps, if any. Instructions are included.
Lessons Learned Meeting Report
Process for holding a meeting aimed at capturing project wins, challenges, and resulting "lessons learned" and producing a report at the end. A great way to promote continuous improvement across all your projects.
Performance Appraisal Process Summary and Forms for Project Leaders and Team Members
Process and forms for promoting recognition of project performance as part of someone's normal yearly performance appraisal. This template addresses both individual team members and project leaders.

Creating Project Methodologies

Speed Readiness Assessment
A quick overview of Crystal Clear?an agile software development methodology intended for small teams working on low-criticality projects.
Agile Method Brief ? Crystal
A quick overview of Crystal Clear?an agile software development methodology intended for small teams working on low-criticality projects.
Agile Method Brief ? FDD
A quick overview of Feature Driven Development (FDD)?an iterative software development methodology intended for use by large teams working on a project using object-oriented technology.
Agile Method Brief ? Scrum
A brief overview of the Scrum methodology?an agile software development methodology focused on developing products or managing work in an iterative and incremental manner.
Agile Method Brief ? Extreme Programming
A quick overview of Extreme Programming (XP)?an agile software development methodology focused on specific, minimal engineering practices aimed at providing higher quality software and a higher quality of life for the development team.
Checklist for Adopting Agile Methods
A checklist summarizing one proven approach (of many) for applying and learning agile methodologies on a single project, as an experiment.
Selecting Appropriate Agile Methods
Assess some key characteristics of your project team and environment, and compare them against the characteristics of several Agile methodologies to determine which is the best approach for you.
Software Release Lifecycle
A comprehensive 10-phase Software Release Lifecycle that provides a practically turn-key methodology for software-heavy development environments. This collection includes release manager and team member job descriptions, an overview of the entire process, and over 70 one-page deliverable guidelines for the key activities in every phase of the SLRC.
Guideline: How To Implement and Develop Project Management Procedures and Skills
A step-by-step guideline for introducing new project management procedures to an organization and developing related PM skills to improve project performance as quickly as possible.
Development Process Quick Reference - Excerpt
This excerpt from a company's "Development Quick Reference" shows a format and content examples for helping your team use your project management or product development process.
Adapting Processes for Different Projects
Learn how your existing PM and development processes can accommodate different project lengths, risk profiles, and levels of complexity. Includes examples of communicating different project profiles to your teams, to help them select the right process elements up front.
Project Escalation Process Guidelines
Scope issues, major tradeoff decisions, and serious resource conflicts are all examples of situations that can require escalation to higher management.
Project Process Philosophy Chart
Explaining why a project process exists and why it matters can be challenging, especially in process-averse organizations. This one-page chart can help you convey why the process is important, how it helps, and how specific deliverables support these goals during each project phase.

Selecting PM Tools

Project Management Software Tools Evaluation
A checklist used during the evaluation of project management software to help get to the short list of evaluation candidates. This checklist helps you document what features are important to your PM process, as well as keep track of which software packages have which features. It also helps capture comments on different packages.
Getting the Right Value from a Project Management Tool
A checklist with accompanying guidance on how to make sure that people are using a project management tool wisely, that executives are truly getting the information they need as a result, and that the value of using the tool is commensurate with the investment it's taking from the project manager and the team.
New System Request for Proposal (RFP) Outline
A comprehensive RFP template for new systems proposal requests, along with guidelines for RFP success and detailed annotations. Customize this template to fit your software system or co-development project and shave weeks off your RFP selection time.

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