project workbook information
TRANSCRIPT
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8/9/2019 Project Workbook Information
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Project Project title here
Project # Project # here
Project manager Project manager name here
Sponsor Sponsor name hereProject artifacts Location of project documents here
Last updated Date of update here
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Project Project title here Project # Project # here
Pro ect mana er Pr ect mana er name here S onsor n r name here
Project Minicharter
Project artifacts Location of project documents here Updated Date of update here
Background
Business need and
business benefits
Objectives
Scope Out of Scope
In Scope
Deliverables
Scope
Due Date
Out of Scope
Deliverable
Scope
Schedule
Cost
Risks
Flexibility matrix
Key considerations
Deliverables Due Date
Assumptions & Constraints
Category Risk Description
RisksKey considerations
Assumptions & Constraints
Sponsor
1 -
2 -
3 -
Success criteria
4 -
5 -
Signatures
Signature
Sponsor
Printed name
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Sponsor name here
Stoplight Report
Project manager name here
Project Project #
Project manager Sponsor
Project artifacts Updated
1 2 3 4 5 6 7 8 9 10
Schedule
Project # here
Sponsor name here
Date of update here
Deliverables
Project title here
Project manager name here
Location of project documents here
cope
Cost
Risk
Issues
Planned completion
Est. completion
Owner
Mana ement Alert
Situation Requiring Management Attention Action PlanID
Planned Date
Accomplishments During Reporting Period
Owner
Situation Requiring Management Attention Action Plan
ID
Completion
Completed
Deliverables
1 6
Title/Description Title/Description
Description of Accomplishment Owner Comments
2 7
3 8
4 9
5 10
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Project Project title here Project #
Project manager Project manager name here Sponsor
Project artifacts Location of project documents herUpdated
Approved Budget Planned Expenditures to Date Actual Expenditures to Date
$0.00 $0.00 $0.00
Planned Remaining Budget Actual Remaining Budget
$0.00 $0.00
Additional $ needed
Salaries Hourly Rate # Hours Total Cost
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Total Cost
$0.00
$0.00
$0.00
$0.00
Total Cost$0.00
$0.00
$0.00
Total Cost
$0.00
$0.00
$0.00
$0.00
$0.00
Total External Expenses
Budget DetailsInternal Expenses
Total Budget
External Expenses
Total Internal Expenses
Type of expense
Capital Expenditures
Budget StatusVariance
$0.00
BudgetProject # here
Sponsor name here
Date of update here
Type of expense
Type of expense
Variance
$0.00
Type of expense
Type of expense
Other Internal Expenses
Type of expense
Type of consultingConsulting Costs
Type of consulting
Type of consulting
C /B fi A l i
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Cost/Benefit Analysis
Sponsor name hereProject manager name here
Project Project #
Project manager Sponsor
Project artifacts Updated
Description FY01 FY02 FY03 FY04 FY05 Total
Cost of Project Development
Project Development and Maintenance Costs
Project # here
Sponsor name here
Date of update hereLocation of project documents here
Project manager name here
Project title here
a ar es
Other internal expenses
Consulting costs
Capital expenditures
Total project costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cost of Support
Operational costs
Nonrecurrin costs
Recurring costs
Total ongoing support costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Current Process FY01 FY02 FY03 FY04 FY05 Total
Total annual price
Benefits/Savings
New Process
Total annual price
Annual savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative total net savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Future Value
$0.00
Present Value
Future Value
$0.00
Interest Rate
$0.00
Present Value
Interest Rate # Periods Present Value
Future Value# Periods
$0.00
Risk Management Matrix (Risk Register)
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Project #
Sponsor
Updated
ility
bilit
ance
Project manager
Project artifacts
Project title here
Project manager name here
Location of project documents here
Risk Management Matrix (Risk Register)Project # here
Sponsor name here
Date of update here
Project
ID Risk Description Probab
Impact
Detect
y Import
Category Trigger Event/Indicator
Risk Response and
Description Contingency Plan Owner Status
Date
Entered
Date
Revie
1 What is this risk? 0
What act or event initiates
either the risk occurrence
or precipitates the
res onse strate ?
How will you respond to
this risk and what actions
will you take to match that
res onse?
If the risk becomes a
reality, what will you do in
response, as a backup, or
alternative/ workaround?
Who
monitors
this risk?
2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
15 0
Issues Log
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Issues Log
Sponsor name hereProject manager
Project manager name here
Project #
Sponsor
Updated
ortance
Date Date to Date
Project artifacts
Project # hereProject
Location of project documents here Date of update here
Sponsor name hereProject manager
Project title here
Project manager name here
ID Issue Description Project Impact Action Plan/Resolution Owner Im
p
Entered
Review
Resolved
1 What is the issue?
How will this impact scope,
schedule & cost?
How do you intend to deal with
this issue?
Who manages
this issue?
2
3
4
5
6
7
8
9
10
11
13
14
15
Action Items
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Project manager
Action Items
Project manager name here
Sponsor name here
Project #
Sponsor
Updated
Date Planned Actual
Date of update here
Project
Project manager
Project artifacts
Project title here
Project manager name here
Location of project documents here
Project # here
Sponsor name here
ID Action Item Owner Status Entered
Completion
Completion Comments
1 What is the item to be completed?
Who manages
this issue?
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Deliverable Milestones
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Project #
Sponsor
Updated
ID Milestone Description
Planned
Completion
Actual
Completion Objectives Assumptions Constraints
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Sponsor name here
Date of update here
Project
Project manager
Project artifacts
Deliverable MilestonesProject title here
Project manager name here
Location of project documents here
Project # here
Work Breakdown Structure
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Project manager
Sponsor name here
Project manager name here
Project #
Sponsor
Updated
ndencies
Location of project documents here
Project
Project manager
Project # here
Sponsor name here
Date of update hereProject artifacts
Project title here
Project manager name here
ID Task D
epe
Status
Effort
Hours Cost Start Date
Planned
Completion
Estimate to
Completion Actual Completion Resource
1 ID # of task
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Roster
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Project Project #
Project manager Sponsor
Project artifacts Updated
Name
Core/
Extended
Team Title Dept. Phone Cell Phone E-Mail Project Role
000.000.0000 000.000.0000
Project # here
Sponsor name here
Date of update here
Project title here
Project manager name here
Location of project documents here
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j # h
Resource Commitment Matrixj i l h
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Project
Project manager
Project artifacts
Names Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
0
0
00
0
0
0
0
0
0
0
00
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total 0 0 0 0 0 0 0 0 0 0 0 0 0
Effort Hours Committed
Project # here
Sponsor name here
Date of update here
Project manager name here
Location of project documents here
Project #
Sponsor
Updated
Project title here
Assumptions and Constraints
P j t titl h P j t #P j t P j t # h
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Project manager
Sponsor name here
Project title here Project #
Project manager name here Sponsor
Location of project documents here UpdatedProject artifacts
Project
Project manager
Project # here
Sponsor name here
Date of update here
ID Description Comments Type Status Date Entered
1
2
3
4
5
6
7
9
10
11
12
13
14
15
Decision Log
Project title here Project #Project Project # here
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Project manager
Sponsor name here
Project title here Project #
Project manager name here Sponsor
Location of project documents here Updated
Project
Project manager
Project # here
Sponsor name here
Date of update hereProject artifacts
ID Decision Description Comments Owner Status Date Entered
1
2
3
4
5
6
7
9
10
11
12
13
14
15
Communication Plan
Project title here Project #Project Project # here
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Project manager
Sponsor name here
Project title here Project #
Project manager name here Sponsor
Location of project documents here Updated
ID Communication Description Frequency Format Owner
Recipient/
Attendees
Project
Project manager
Project artifacts
Project # here
Sponsor name here
Date of update here
1 What type of communication is this?
at s t e escr pt on o t e contents purpose o
this communication? Who sends? Who gets?
2
3
4
5
6
7
8
9
10
11
12
14
15
16
17
Stakeholder Analysis
Project title here Project #Project Project # here
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Project Manager
Sponsor name here
Project title here Project #
Project manager name here Sponsor
Location of project documents here Updated
Risk
Project
Project Manager
Project Artifacts
Project # here
Sponsor name here
Date of update here
ID Stakeholder Role Impact Influence
Tolerance Needs Responsibility
1
2
3
4
5
6
7
9
10
11
12
13
14
15
Project Project title here Project #
ExpectationsProject # here
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j j
Project manager Project manager name here
Project artifacts Location of project documents here
ID Expectation Description Source Must Have Want to Have Nice to Have Date Identified
j
Sponsor
Updated
j
Sponsor name here
Date of update here
Change Control Log
Project #Project title here Project # hereProject
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Project manager name here Sponsor name hereProject Manager Sponsor
Updated
rity
Date Date Date of Included in
Project manager name here
Location of project documents here
Sponsor name here
Date of update here
Project Manager
Project Artifacts
ID Change Description Pri
Originator
Entered
Assigned Evaluator Status
Decision
Rev. #
1
2
3
4
5
6
7
9
10
11
12
13
14
15
Deliverable Acceptance Log
Project title here Project #Project Project # here
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Project manager Sponsor name hereProject manager name here Sponsor
Location of project documents here Updated
Date of
Project manager Sponsor name here
Date of update hereProject artifacts
ID Deliverable Description Comments Evaluator Status
Decision
1
2
3
4
5
6
7
9
10
11
12
13
14
15
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Project
P j t
Project # here
P j t h
Delphi Exercise
S h
Project #
S
Project title here
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Project manager
Project artifacts
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Sample task here
Sample task here
Sample task here
Sample task here
Sample task here
Project managername here
Location ofproject documents here
Sponsorname here
Date ofupdate here
Sponsor
Updated
Delphi ExerciseTask
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Sample task here
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Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!Maximum 0 #DIV/0!
Task
Team members Name 1 Name 2 Name 3 Name 4 Name 5 Name 6 Name 7 Name 8 Total Average
Most likely 0 #DIV/0!
Minimum 0 #DIV/0!
Maximum 0 #DIV/0!
Sample task here
Sample task here
Sample task here
Sample task here
Sample task here
Project
Project manager
Project # here
Sponsor name hereProject manager name here
Timesheet TotalsProject #
Sponsor
Project title here
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Project manager
Project artifacts
Name Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
0
0
00
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
0
0
0
0
0
0
Total 0 0 0 0 0 0 0 0 0 0 0 0 0
Effort Hours Spent
Sponsor name here
Date of update here
Project manager name here
Location of project documents here
Sponsor
Updated
Project
Project manager
TimesheetProject #
Sponsor
Project title here Project # here
Sponsor name hereProject manager name here
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Project manager
Project artifacts
Name
Task Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
0
00
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
0
0
0
0
0
0
0
Total 0 0 0 0 0 0 0 0 0 0 0 0 0
Location of project documents here
Insert name here
Sponsor
Updated
Effort Hours Spent
Sponsor name here
Date of update here
Project manager name here
Project title here Project # Project # here
Project manager name here Sponsor Sponsor name here
Initial Project Size EstimateProject
Project manager
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j g p p
Location of project documents here Updated Date of update here
1 to 2 3 to 5 6 or more
Less than 50 Automatically do; no approval needed
51 - 100
100 or more Approval required
Less than 10 11 to 50 51 or More
Less than 50 Automatically do; no approval needed
51 - 100
100 or more Approval required
Less than 10 11 to 50 51 or More
Low Avoid
Medium
High Automatically do; no approval needed
Cost Estimate
# of Resources Involved
Benefit
Technology Systems Impacted
# of Business
Requirements
Scope Estimate
# of Business
Requirements
# of Resources Involved
Cost Estimate
j g
Project artifacts
Project Project #
Project manager Sponsor
Resource LoadingProject title here Project # here
Project manager name here Sponsor name here
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j g p
Project artifacts Updated
ID Names Estimate of Total Effort Activity Duration Commitment Level Total
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Effort Hours Committed
Location of project documents here Date of update here
j g p
Project Project #
Project Manager Sponsor
P j t A tif t U d t d
Project Quality MetricsProject # here
Sponsor name here
D f d h
Project title here
Project manager name here
L i f j d h
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Project Artifacts Updated
ID Critical Success Criteria Priority Metric TargetPotential Quality Metric Action Plan
Date of update hereLocation of project documents here