The One Page Executive Dashboard – Portfolio is the key that you must give executives the information – at the portfolio level – they need to make educated and informed decisions – tells them what they need to know to make educated and informed decisions and then…STOP!!  A PPT slide version is provided for presentations.

The One Page Executive Dashboard is the key that you must give executives the information – at the individual project level – they need to make educated and informed decisions – tells them what they need to know to make educated and informed decisions and then…STOP!!  A PPT slide version is provided for presentations.

The PMO Assessment Worksheet is used to assess the current state of your organization and/or PMO, towards determining whether a PMO is needed/needs improving or a change initiative.

The PMO Proposal is a succinct proposal to your organization to make the case for the PMO and how organizations that use the PMO improve their project management delivery.

The PMO Business Case is a document to help you make the case for the PMO in a way that tells the story of why and how you will make an IMPACT with the PMO.

The PMO Business Plan is meant to replace the typical PMO Charter. By using a charter, we are telling the organization that the PMO is a temporary endeavor. Instead, we use a business plan that is comparable to what other business units in your organization will use and is meant for a sustainable business unit to show how it will generate real value and business IMPACT.

The PMO Change Scorecard is designed to help you evaluate the IMPACT of the changes you are making with your PMO and prepare you to develop a thoughtful change management plan and stakeholder engagement plan.

The PMO IMPACT Metrics template will help you think through, document, evaluate, and measure the appropriate metrics for your PMO to show business value and IMPACT.

The PMO IMPACT Metrics template will help you think through, document, evaluate, and measure the appropriate metrics for your PMO to show business value and IMPACT.

The PMO Maturity Model template will help you document the capabilities and services you intend to deliver to help build PMO maturity.

The PMO Services Register will help you define, track and manage your services for the PMO that you intend to offer over time and how they are making an IMPACT.

The PMO Talent Position Description template can be used to define the positions for your PMO using a standard format.

The PMO Tool Evaluation template will help you evaluate the pros and cons of various PMO tools you might want to use for your PMO and portfolio management.

The PMO Resource and Capacity Planning template will help you plan for your resource needs for your PMO and projects.

The Change Communications Plan Template is a one page plan to define the communication strategy message content, delivery mechanism, sender, and time-frame (the “when”) throughout the phases of the change initiative.

The Change Management Plan Template can be used throughout the duration of the Change Management Simplified course  and during any change effort to build your own change management plan for a project.

The Change Stakeholder Engagement Plan Template is used to identify your critical stakeholders and define your approach or strategy to either win them around, move them to the preferred level of engagement, or manage their opposition.

The Sponsor Expectations Checklist Template is a one page review for the active and involved sponsor in terms of:

• Participation in key elements of the change initiative
• Supporting change with peers and other managers
• Communications

The Kick-off Meeting Agenda (WORD) is used for the all-important first meeting with the project team, stakeholders and project client that heralds the transition of the project from Initiation to the Planning phase.

The New Project Intake Worksheet (WORD) will help you determine whether an idea fundamentally supports the organization’s mission and goals, whether this activity is a project or an operation, and whether it should be carried forward for further consideration and approval as either a project or operation.

The  Operations-Project Checklist (WORD) is used to review the attributes of the proposed Idea against the criteria that define a Project versus an Operation. It is used to determine whether the Idea should be carried forward for implementation or execution as a Project, or consideration as a new Operation.

Business Requirements describe the characteristics of the product, service or result that the project is undertaken to create, and can be used to further clarify the contents of the charter and elaborate on the details of the scope items. It is helpful to further enumerate a list of all major deliverables in terms of business function and the outcomes of business functions, as well as any other detailed project information available.

In Functional Requirements – Requirements Mapping,  functional requirements define specific steps to achieve the task defined in the use case – how the user will do the work to meet the business requirements.  It is a detailed breakdown of the features list.  Requirements mapping ties or “maps” a Business Requirement ID to Business Requirement Description to Functional Requirement ID  to Functional Requirement Description to Use Case to Test Case.

The  Scope Statement describes the characteristics of the product, service or result that the project is undertaken to create. It is expected that these characteristics will be progressively elaborated as the project details become available. This document can be used to further clarify the contents of the charter and elaborate on the details of the scope items. Enumerate a list of all major scope deliverables here, as well as any other detailed project information available at the time of scope development.

The Test Case is the step-by-step testing process for each functional requirement and use case; test cases are used to validate each of the functional requirements.

The 1 on 1 Meeting Agenda (WORD) is used for small informal meetings to note decisions, options, discussion points, assign Action Items and track them to closure.

The Agenda- Action Item Meeting (WORD) is used to assign Action Items and track them to closure.

The Budget Planning Worksheet (EXCEL) is used to develop an estimate, as needed, primarily for external or vendor expenses.

The  Benefit Realization Report is based on the project benefits tracked in the Benefits Register.  Project benefits are measured, and tracked over time to determine whether the value expected to be obtained during the days, weeks and months after the project was realized.  Here are two versions – a long and short version.

The Change Assessment Worksheet is used to determine the size of change, and therefore, the level of support & resources required for the change.

The Change Communications Plan Template is a one page plan to define the communication strategy message content, delivery mechanism, sender, and time-frame (the “when”) throughout the phases of the change initiative.

This one page worksheet will aid in the definition of the organizational change.  Use the Change Definition Worksheet to  define the who, what, where, when, why and how of the change initiative.

The Change Management Plan Template can be used throughout the duration of the Change Management Simplified course  and during any change effort to build your own change management plan for a project.