Project Templates

InfoProject Workbook InformationThe project workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. Any of these worksheets can easily be broken out into separate documents.Suggested Sheets for All ProjectsDataFilling out the Data sheet completes the header portion of all remaining sheets in the project workbook.MinicharterThe Project Minicharter sheet can be used as a charter for small projects or a summarization of a full charter for larger projects.StoplightThe Stoplight Report sheet contains a status report that can be used to keep sponsors, team members, and stakeholders informed of project progress.BudgetThe Budget sheet allows you to track original budget, expenditures to date, and any cost variance.CBAThe Cost/Benefit Analysis sheet allows you to review the proposed project and potential alternatives and make a project selection based on a greater ROI (return on investment).RisksThe Risk Management Matrix sheet allows you to identify, qualify, quantify, and prioritize risks (events that might happen; the uncertainty of a project), create mitigation and contingency plans, and assign risks owners.IssuesThe Issues Log sheet allows you to identify and monitor project issues (unplanned events that have happened).ActionThe Action Items sheet allows you to track and monitor action items assigned to team members. Action items are tasks that must be done but are too insignificant from a time perspective to track in your project schedule.MilesThe Deliverable Milestones sheet allows you to identify major deliverable milestones and the due dates, objectives, assumptions, and constraints relevant to that deliverable milestone.WBSThe Work Breakdown Structure sheet includes the activities that must be completed during a project, the effort required, all relevant dates, and the resources assigned to do the work.RosterThe Roster sheet provides contact information for all those involved on the project.R&RThe Roles and Responsibilities sheet shows the primary role of team members, any deliverables in which they are involved, and the percentage of time they are expected to work on the project.RAMThe Resource Assignment Matrix sheet shows you what type of resource is responsible for, or somehow involved with, each deliverable. The tasks listed are samples; you should update the RAM with tasks appropriate for your project.RCMThe Resource Commitment Matrix sheet shows how many effort hours each person on the project has been allocated by month.A&CThe Assumptions and Constraints sheet allows you to track project assumptions and constraints.DecisionThe Decision Log sheet allows you to track all major decisions made during the course of the project.CommThe Communication Plan sheet allows you to detail your communication plan: how you are going to communicate, whom you will be communicating with, how often, in what format, etc.StakeThe Stakeholder Analysis sheet allows you to identify stakeholders, their role, and their requirements.ExpectationsThe Expectations sheet allows you to identify and track the expectations of various stakeholders.Chg LogThe Change Control Log sheet allows you to track all change requests that are in process or finalized.DeliverThe Deliverable Acceptance Log sheet allows you to track the status of deliverable acceptances.PERTThe PERT Analysis sheet allows you to perform PERT analysis on WBS tasks.DelphiThe Delphi Exercise sheet allows you to develop estimates for WBS tasks through the Delphi technique.TimeSumThe Timesheet Totals sheet allows you to track effort hours of your entire team by individual and by month.TimesheetThe Timesheet can be used by each team member to submit effort hours by activity, by month.Size EstThe Initial Project Size Estimate sheet allows you to estimate, at high-levels (40,000 ft. view), the size of a project. This estimate should not be considered final as requirements and technical specifications typically have not been fully developed yet.Res LoadThe Resource Loading sheet allows you to identify the work effort required, the duration, and the allowed commitment level of each person assigned to the project.Qual MetricsTheProject Quality Metrics sheet allows you toidentify critical success criteria, related quality metrics, and theirpriority.Source: www.iappm.org

DataProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsorProject artifactsLast updated

MinicharterProject MinicharterProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedBackgroundBusiness need and business benefitsObjectivesScopeIn ScopeOut of ScopeDeliverablesDeliverableDue DateFlexibility matrixScopeScheduleCostKey considerationsAssumptions & ConstraintsRisksCategoryRisk DescriptionSuccess criteria1 -2 -3 -4 -5 -SignaturesSponsorSignaturePrinted nameDateProject managerSignaturePrinted nameDate

Options are: Most flexible Moderately flexible Least flexibleOptions are: Most flexible Moderately flexible Least flexibleOptions are: Most flexible Moderately flexible Least flexibleThis is a field you can use to identify risks by categories such as technological, personnel, etc.Note A for assumptions, C for constraints

StoplightStoplight ReportProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedDeliverables12345678910ScheduleScopeCostRiskIssuesPlanned completionEst. completionManagement AlertIDSituation Requiring Management AttentionAction PlanOwnerAccomplishments During Reporting PeriodIDDescription of AccomplishmentPlanned CompletionDate CompletedOwnerCommentsDeliverablesTitle/DescriptionTitle/Description16273849510

In Row 7 there are 10 deliverables listed. This section allows you to explain each deliverable.Options are: Green: On schedule/on budget Yellow: Somewhat behind schedule/somewhat over budget Red: Behind schedule/over budget

BudgetBudgetProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedBudget StatusApproved BudgetPlanned Expenditures to DateActual Expenditures to DateVariance$0.00$0.00$0.00$0.00Planned Remaining BudgetActual Remaining BudgetVariance$0.00$0.00$0.00Additional $ neededBudget DetailsInternal ExpensesSalariesHourly Rate# HoursTotal CostType of resource$0.000.00$0.00Type of resource$0.000.00$0.00Type of resource$0.000.00$0.00Type of resource$0.000.00$0.00Type of resource$0.000.00$0.00Type of resource$0.000.00$0.00Other Internal ExpensesTotal CostType of expense$0.00Type of expense$0.00Type of expense$0.00Total Internal Expenses$0.00External ExpensesConsulting CostsTotal CostType of consulting$0.00Type of consulting$0.00Type of consulting$0.00Capital ExpendituresTotal CostType of expense$0.00Type of expense$0.00Type of expense$0.00Total External Expenses$0.00Total Budget$0.00

CBACost/Benefit AnalysisProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedProject Development and Maintenance CostsDescriptionFY01FY02FY03FY04FY05TotalCost of Project DevelopmentSalariesOther internal expensesConsulting costsCapital expendituresTotal project costs$0.00$0.00$0.00$0.00$0.00$0.00Cost of SupportOperational costsNonrecurring costsRecurring costsTotal ongoing support costs$0.00$0.00$0.00$0.00$0.00$0.00Benefits/SavingsCurrent ProcessFY01FY02FY03FY04FY05TotalTotal annual priceNew ProcessTotal annual priceAnnual savings$0.00$0.00$0.00$0.00$0.00$0.00Cumulative savings$0.00$0.00$0.00$0.00$0.00$0.00Cumulative costs$0.00$0.00$0.00$0.00$0.00$0.00Cumulative total net savings$0.00$0.00$0.00$0.00$0.00$0.00Future ValuePresent ValueInterest Rate# PeriodsFuture Value$0.00Present ValueFuture ValueInterest Rate# PeriodsPresent Value$0.00$0.00Net Present ValuePeriodCash FlowPresent Value12345Totals$0.00$0.00Project development cost$0.00Net present value$0.00

How much is the money worth today?How many years will the project last?This is how much money you expect the project to be worth.How many years will it take until the company starts seeing this profit?This is how much the money you project making would be worth in today's market.This is how much the money you project making would be worth in today's market.FV for the period's return. Note: Change the PV # Periods to match the Period here.This is how much money you expect the project to be worth.

RisksRisk Management Matrix (Risk Register)ProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDRisk DescriptionProbabilityImpactDetectabilityImportanceCategoryTrigger Event/IndicatorRisk Response and DescriptionContingency PlanOwnerStatusDate EnteredDate to Review1What is this risk?0What act or event initiates either the risk occurrence or precipitates the response strategy?How will you respond to this risk and what actions will you take to match that response?If the risk becomes a reality, what will you do in response, as a backup, or alternative/ workaround?Who monitors this risk?2030405060708090100110120130140150

Options are: Avoidance Transference Mitigation AcceptanceInclude a description of what actions are taken to implement the response.Impact: 4: Critical: Threatens the viability of the business or represents failure of the project 3: Severe: Threatens the achievement of business vision or severely reduces project benefits 2: Moderate: May delay achievement of the vision or reduce project benefits 1: Minimal/minor: No impact on business vision but may increase project costs and timescalesDetectability: 4: Determined after impact has been realized 3: Realized upon trigger event 2: Immediately prior to trigger event; can be mitigated prior to trigger if monitored 1: Determined well in advance of occurrence or trigger eventOptions are: Open ClosedProbability: 4: Highly likely/probable (76%-100%) 3: Likely (51%-75%) 2: Somewhat likely (26%-50%) 1: Unlikely/improbable (0%-25%)This is a field you can use to identify risks by categories such as technological, personnel, etc.

IssuesIssues LogProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDIssue DescriptionProject ImpactAction Plan/ResolutionOwnerImportanceDate EnteredDate to ReviewDate Resolved1What is the issue?How will this impact scope, schedule & cost?How do you intend to deal with this issue?Who manages this issue?23456789101112131415

Options are: 5: High 4: Medium-high 3: Medium 2: Low-medium 1: Low

ActionAction ItemsProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDAction ItemOwnerStatusDate EnteredPlanned CompletionActual CompletionComments1What is the item to be completed?Who manages this issue?23456789101112131415

Options are: Open Closed

MilesDeliverable MilestonesProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDMilestoneDescriptionPlanned CompletionActual CompletionObjectivesAssumptionsConstraints123456789101112131415

WBSWork Breakdown StructureProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDTaskDependenciesStatusEffort HoursCostStart DatePlanned CompletionEstimate to CompletionActual CompletionResource1ID # of task23456789101112131415

Options are: Open Closed

RosterRosterProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedNameCore/ Extended TeamTitleDept.PhoneCell PhoneE-MailProject Role000.000.0000000.000.0000

R&RRoles and ResponsibilitiesProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedNameCore/ Extended Team% AssignedDeliverables LeadingDeliverables Participating OnProject RoleResponsibilityOther Project Assignments

RAMResource Assignment MatrixProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedProject TaskBusiness End UsersBusiness SponsorIS SponsorBusiness DriverBusiness Project LeadProject ManagerBusiness Sys. AnalystData ModelerDBAData Staging DesignerEducatorAppl'n DeveloperTech/Security ArchitectTech Support SpecialistData Staging ProgrammerData StewardQA AnalystProject Management and RequirementsInitiation1Develop preliminary project scope2Identify business need3Develop preliminary budget4Identify preliminary return on investment5Complete project charterPlanning1Establish project identity2Identify project team/resources3Conduct stakeholder analysis4Prepare draft project schedule5Conduct project kickoff meeting6Gather detailed user requirements7Define current business processes (as is)8Revise project schedule9Develop project communication plan10Develop project organizational structure11Identify training plan12Develop project quality plan13Develop scope management plan14Develop risk management plan15Develop change management plan16Develop cost management plan17Develop schedule management plan18Develop technical specifications19Develop technical architecture20Conduct project procurement21Finalize project budget22Finalize return on investment23Ongoing project managementExecution1Develop training materials2Execute communication plan3Develop software4Develop new business processes (to be)5Deploy new software6Conduct trainingClosing1Get deliverable acceptance2Close out contracts3Finalize budget4Finalize return on investment5Conduct closure survey6Conduct/document lessons learned7Archive projectLegendCreates the deliverableC1: primary creator; C2: contributorInput requiredIReviews the deliverableRApproves the deliverableANotified when the deliverable is completeNOwns the deliverable upon completionO

RCMResource Commitment MatrixProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedEffort Hours CommittedNamesJanFebMarAprMayJuneJulyAugSeptOctNovDecTotal00000000000000000000000000000Total0000000000000

A&CAssumptions and ConstraintsProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDDescriptionCommentsTypeStatusDate Entered123456789101112131415

Options are: A: assumption C: constraintOptions are: Open Closed

DecisionDecision LogProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDDecision DescriptionCommentsOwnerStatusDate Entered123456789101112131415

Options are: Open ClosedWho made the decision?

CommCommunication PlanProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDCommunicationDescriptionFrequencyFormatOwnerRecipient/ Attendees1What type of communication is this?What is the description of the contents/purpose of this communication?Who sends?Who gets?234567891011121314151617

Examples: E-mail MeetingExamples: Executive status report Team status report

StakeStakeholder AnalysisProjectAKREDITASI PRODIProject #TEKNIK MESINProject ManagerSUKADI, STSponsor0Project ArtifactsUpdatedIDStakeholderRoleImpactInfluenceRisk ToleranceNeedsResponsibility123456789101112131415

Options are: 5: High 4: Medium-high 3: Medium 2: Low-medium 1: LowOptions are: 5: High 4: Medium-high 3: Medium 2: Low-medium 1: Low

ExpectationsExpectationsProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDExpectation DescriptionSourceMust HaveWant to HaveNice to HaveDate Identified

Chg LogChange Control LogProjectAKREDITASI PRODIProject #TEKNIK MESINProject ManagerSUKADI, STSponsor0Project ArtifactsUpdatedIDChange DescriptionPriorityOriginatorDate EnteredDate AssignedEvaluatorStatusDate of DecisionIncluded in Rev. #123456789101112131415

Options are: In review Rejected Deferred ApprovedOptions are: 5: High 4: Medium-high 3: Medium 2: Low-medium 1: LowWho identified the change needed?Who will decide what action is taken on the change?Options are: No Rev. #

DeliverDeliverable Acceptance LogProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedIDDeliverable DescriptionCommentsEvaluatorStatusDate of Decision123456789101112131415

Options are: In review Rejected Accepted

PERTPERT AnalysisProjectAKREDITASI PRODIProject #TEKNIK MESINProject ManagerSUKADI, STSponsor0Project ArtifactsUpdatedIDTaskMost LikelyMinMaxPERT Est15/15 Comp'ed EstStd Dev+1 Std Dev-1 Std Dev+2 Std Dev-2 Std Dev+3 Std Dev-3 Std Dev0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00

DelphiDelphi ExerciseProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedTaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00TaskSample task hereTeam membersName 1Name 2Name 3Name 4Name 5Name 6Name 7Name 8TotalAverageMost likely00Minimum00Maximum00

TimeSumTimesheet TotalsProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedEffort Hours SpentNameJanFebMarAprMayJuneJulyAugSeptOctNovDecTotal00000000000000000000000000000Total0000000000000

TimesheetTimesheetProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedNameInsert name hereEffort Hours SpentTaskJanFebMarAprMayJuneJulyAugSeptOctNovDecTotal00000000000000000000000000000Total0000000000000

Size EstInitial Project Size EstimateProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedScope EstimateTechnology Systems Impacted1 to 23 to 56 or more# of Business RequirementsLess than 50Automatically do; no approval needed51 - 100100 or moreApproval requiredCost Estimate# of Resources InvolvedLess than 1011 to 5051 or More# of Business RequirementsLess than 50Automatically do; no approval needed51 - 100100 or moreApproval requiredCost Estimate# of Resources InvolvedLess than 1011 to 5051 or MoreBenefitLowAvoidMediumHighAutomatically do; no approval needed

Res LoadResource LoadingProjectAKREDITASI PRODIProject #TEKNIK MESINProject managerSUKADI, STSponsor0Project artifactsUpdatedEffort Hours CommittedIDNamesEstimate of Total EffortActivity DurationCommitment LevelTotal00000000000000000000000000000Total0000

Qual MetricsProject Quality MetricsProjectAKREDITASI PRODIProject #TEKNIK MESINProject ManagerSUKADI, STSponsor0Project ArtifactsUpdatedIDCritical Success CriteriaPotential Quality MetricPriorityMetric TargetAction Plan