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PROJECT MANAGENT TOOLBOXPREMIUM
Project Organization
<Project name>
Project Management − TriangleProject management can only be successful if the desired objective can be achieved in all three target dimensions.
Expectations of Stakeholder
CostsTime
Quality
<Project name>
Project Management − TriangleProject management can only be successful if the desired objective can be achieved in all three target dimensions.
CostsExpectations of StakeholderTime
Quality
<Project name>
Role of Client
Project Organization − Role Allocation
Initiator and client of project Assigning of project manager
and deciding of the project organization. Competence regulation of project manager.
Approval of project and project results / Mile stones
Involvement of affected Departments for the projectClient
Project Manager
ProjectEmployee
SteeringCommittee
Expert
Sponsor
<Project name>
Role of Project Manager
Project Organization − Project Manager
Moderation of objective and goal process with client
Responsible for the achieving of agreements of project results and goals
Responsible of operative planning and controlling of project terms of structure, process, schedule, capacity and cost.
Make substantive decisions Give instructions or job orders
to staff members with in the project.
Client
Project Manager
ProjectEmployee
SteeringCommittee
Expert
Sponsor
<Project name>
Role of Project Employee
Project Organization − Project Employee
Responsible for the implementation of the assigned work packages and tasks.
Technical and administrative tasks.
Finish assigned work units correctly, in a timely manner and on budget.
Coordination within the team and with project manager.
Reporting of work progress of the project.
Inform project manager on time about risks and target-information-deviations.
Client
Project Manager
ProjectEmployee
SteeringCommittee
Expert
Sponsor
<Project name>
Role of Steering Committee
Project Organization − Steering Committee
Steering Committee as the supreme decision-making body of the project organization.
The project supporters Support the project management and staff in planning and managing the project.
Making decisions that are outside the competence of project manager.
Monitoring of project results and progress.
Identification of plan deviations
SteeringCommittee
Client Expert
ProjectManager
ProjectEmployee
Sponsor
<Project name>
Role of Expert
Project Organization − Expert
Technical supervisors who provide their know-how and resources to achieve the project objectives.
SteeringCommittee
Client Expert
Project Manager
ProjectEmployee
Sponsor
<Project name>
Role of the sponsor / of the sponsors
Project Organization − Sponsor
Internal support of the project manager and project teams
Minimization of acceptance problems and resistors.
Representation and defense of the project steering committee meetings, committees and events.
Representation of the project in public project activities and publications.
SteeringCommittee
Client Expert
Project Manager
ProjectEmployee
Sponsor
<Project name>
General overview of all activities during project execution
Project Management − Phase Model
Phase 1Projectdefinition
Phase 2Projectplanning
Phase 3Projectmanagement
Phase 4Projectconclusion
General planning Exchange of information / meetings / procurement
Project Acceptance / Conclusion MeetingActual analysis / output analysis
Action Plan / List of activities / milestones Control / Project Controlling Touchdown / RolloutGoal setting / goal definition
Project organization / team / Responsibilities Documentation / Reporting Variance analysisDomains of action / task
clarification
Procedure planning / scheduling Identification of plan deviations Experience backup / reportingFeasibility Analysis / Risks
Detailed Planning Employee motivation /control Costing / Reviews / DevelopmentProject Marketing / Reporting
Project structure plan Conflict Management Final documentationProject assignment / Kickoff
Profitability analysis / risk analysis
Staff Management / Team Development
Resolution of the Project Organization
Timing and resource requirements
Activ
ities
<Project name>
General overview of all activities during the project implementation
Project Management − Simple Phase Model
Initiation Project setup Planning Realization Introduction Acceptance
Project kick off CompletionProject construct
Project approval Release planning Implementation
ReleaseImplementation results
Discharge ofproject teams
<Project name>
General overview of all activities during the project implementation
Project Management − Parallel Phase Model
Initiation
Project setup
Planning
Realization
AcceptanceIntroduction
Discharge ofproject teams
Implementation
ReleaseImplementation results
Release planning
CompletionProject construct
Project kick off
Project approval
<Project name>
General overview of all activities during the project implementation
Project Management − Iterative phase model
Initiation AcceptanceIntroductionRealizationPlanningProject setup
Project kick off ReleaseImplementation results
Discharge ofproject teams
Implementation
<Project name>
General overview of all activities during the project implementation
Project Management − V-ModelDe
taili
ng
Time
System requirement
analysis
Systemarchitecture
Systemdesign
Softwarearchitecture
Softwaredesign
Acceptanceand use
Unittests
Integrationtests
SystemIntegration
<Project name>
Project Organization − FormsYou differentiate between several forms of project organization. They all may vary and can be blend into each other.
Line-and-StaffProject Organization
(also influence project organization)
Oth
er fo
rms
Pure Project Organization
(Task Force)
Matrix-Project Organization
Line-Project Organization
(no independent project organization but a task)
Project Company (organizational and legal independence)
Project Definition
<Project name>
Project Organization − Staff Project OrganizationLine organization of the company, project management as staff coordinates tasks with no decision-making or managerial authority
Corporate Management
1
Department A Department B Department C
2 3
StaffProject Manager
1,2,3 = Project Employees
<Project name>
Project Organization − Pure Project OrganizationProject staff work under the guidance of the Project Managementonly (full time) for the project
Project Manager
Task-Force-Group or autonomous project organisation
1 2 3 1 2 3
Department A Department B Department C
Corporate Management
Staff
1,2,3 = Project Employees
<Project name>
Project Organization − Matrix Project OrganizationMixed form with division of responsibilities between project management and organizational lines. Project management is fully responsible for the project and delegates responsibilities to the Departments
1,2,3 = Project Employees
Project Manager 1 2 3
Department A Department B Department C
Corporate Management
Staff
<Project name>
Project Organization − FormsField of application, advantages and disadvantages
Whe
n?ad
vant
age
disa
dvan
tage
Line-and-StaffProject Organization
Small project Few staff members Low project scope / low
risk / low level of innovation
Less organizational effort
No one really responsible Neglect of short-term
project task
1 Pure Project Organization2
Major projects Many employees Long project duration and outmost
project scope/ time pressure / high degree of innovation
Uniform management by projectObvious group membership
Problem of reintegration after project completion through the transfer of project participants
Matrix-Project Organization3
Combination of 1 and 2 If coordination is to high for line-and-
staff project organization
Project manager fully responsible Advancement of expertise of
employees Flexible allocation of staff resources
Conflicts regarding prerogativesif not clearly defined
<Project name>
Project Organization − Internal StructureLarger projects with subproject management
Project tasksProject instances
Overall project management
Subprojectmanagement 1
Subprojectmanagement 2
Subprojectmanagement 3
Subprojectmanagement 1
Subprojectmanagement 2
Subprojectmanagement 3
Controlof Project
Management of Project
Implementationof Project
Steering Committee
<Project name>
Goal Criteria − SMARTThe 5 criteria that define a goal so that it can be used in project management
Specific
Objectives have to be specific and positively
described.
Measurable
A goal achievement
should be measurable.
Attainable
It should be attractive for the project team to reach the goal.
Realistic
The objective needs to be
achievable in a realistic way.
Time-bound
The goal has to set within a time frame.
S M A R T
<Project name>
Summary of all relevant information and clear statement on the agreement of the process during implementation.
Project Assignment − Target Definition and Benefits
Project Name / No. Insert Name of the project here (PM 11/2015) Account / Order 110
Client Percy Placeholder (Position) Project Manager Eva Example (Position)
Date 01.01.2015
Top field with project information
Problem /Actual Condition
Description of the context and problem description.Strategic purpose and reason for the project.
Target Description /Expected Results
Result of the project?Detailed description of the target state / Concrete expectations(not approach, but the final state)
Task What needs to be done?
Question and Answer Form (Part 1)
<Project name>
Project Assignment − Target Definition and Benefits
Indicators for Achievement Quantitative target indicators, measurements of the target properties, in which the project's success can be measured
Expected Benefits Concrete benefits (quantitative, qualitative, strategic, target group)
Involved Departments List of agencies that need to be integrated.
Resources Available tools and resources.
Non-goals Results , beyond the scope of the project./ shouldn’t be reached. (out of scope)
Consequences Problems and risks if the project is not carried out.
Conditions andCritical Success Factors
Criteria to evaluate the success of the project afterward.What needs to be considered? What limits should not be exceeded?
Question and Answer Form (Part 2)
<Project name>
Project Assignment − Target Definition and Benefits
Role Organization and Responsibilities
Client: <Name>, <function>, profile, responsibilities and competences
Committee: Definition of steering committee of project
Project Manager: <Name>, <function>, profile, responsibilities and competences
Project Team: <Name>, <function>, profile, responsibilities and competences
Reporting Who will report in which form. To which milestones will reports be expected?
Risk Management Perceived risks, prevention and solutions.Later more detailed risk analysis
Indicators for Achievement Quantitative target indicators, measurements of the target properties
Question and Answer Form (Part 2)
<Project name>
Project Assignment − Criteria to Goal Achievement
Criterion / Measure Deadline Criterion / Measure Deadline
Description of 1. Criterion Description of 4. Criterion
Description of 2. Criterion Description of 5. Criterion
Description of 3. Criterion Description of 6. Criterion
Note: The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
<Project name>
Project Assignment − Deadline / MilestonesProject NameProject Start 01.01.2015 Project End 25.06.2015 Project Duration 6 Months
Milestones:
01.01.2015 Milestones 1
01.01.2015 Milestones 1
01.01.2015 Milestones 1
01.01.2015 Milestones 1
01.11.2015 Milestones 1
01.11.2015 Milestones 1
01.11.2015 Milestones 1
Note: The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
<Project name>
History / Versioning
Version Deadline Author Alternation / Reason
1.1 01.01.2015 <Your Name> <Your Text>
1.2 05.01.2015 <Your Name> <Your Text>
1.3 14.01.2015 <Your Name> <Your Text>
1.4 18.01.2015 <Your Name> <Your Text>
<Project name>
Milestone Plan
Description / Phase Note Deadline
Project Start
Project Decision
Preparation Phase
<Step>
<Step>
Implementation Phase
<Step>
<Step>
Introduction
<Step>
<Step>
Project Conclusion
<Project name>
Milestone Plan
Description/ PhaseInitial Planning (Target) Current Planning (Target)
DeadlineFrom: Till: From: Till:
Project Start 01.01.2015 01.01.2015 01.01.2015 01.01.2015 01.01.2015
Project Decision 01.01.2015
Preparation Phase 01.01.2015
<Step> 01.01.2015
<Step> 01.01.2015
Implementation Phase 01.01.2015
<Step> 01.01.2015
<Step> 01.01.2015
Introduction 01.01.2015
<Step> 01.01.2015
<Step> 01.01.2015
Project Conclusion 01.01.2015
<Project name>
Project Name
Project Assignment − Effort/ Cost Estimation
Type of Cost Description Effort CostsStaff Costs Project team with X Employees
in: Person-days
Name 1 (Project Manager)Name 2 (Function/ Department)Name 3 (Function/ Department)Name 4 (Function/ Department)Name 5 (Function/ Department)
Subtotal
xx Daysxx Daysxx Daysxx Daysxx Days
00.000 €00.000 €00.000 €00.000 €00.000 €
00.000 €
Material Expenses External services / external consulting costs 00.000 €
Investment Material costs, material and equipment 00.000 €
Travel Expenses 00.000 €
Total 000.000 €
<Project name>
Project Name
Project Organization − Project Manager / Project Team
Function Name Phone E-Mail Time portion (%)
<your function> <your Name> <phone number> <e-mail address> 100%
<your function> <your Name> <phone number> <e-mail address> 100%
<your function> <your Name> <phone number> <e-mail address> 75%
<your function> <your Name> <phone number> <e-mail address> 25%
Alternative: Department
Proposal Project Manager:
Proposal Project Team:
Function Name Phone E-Mail Leave of Absence
Project Manager <your Name> <phone number> <e-mail address> -
<Project name>
Project Name
Project Organization − Project Manager / Project Team
Function Name Phone E-Mail Leave of Absence
<your function> <your Name> <phone number> <e-mail address> 100%
<your function> <your Name> <phone number> <e-mail address> 100%
<your function> <your Name> <phone number> <e-mail address> 75%
<your function> <your Name> <phone number> <e-mail address> 25%
Alternative: Department
Proposal Project Manager:
Proposal Project Team:
Function Name Phone E-Mail Leave of Absence
Project Manager <your Name> <phone number> <e-mail address> -
<Project name>
Project Name
Project Organization − Project Manager / Project Team
Function Name Field of Activity Time portion
Project Client <Name> <Text> 100%
Project Manager <Name> <Text> 100%
Project Employee <Name> <Text> 50%
<Name> <Text> 50%
… … …
Project Coach … … ..
… … … ..
<Project name>
Project Name
Project Organization − Steering Committee
Function Name Phone E-Mail Notes
Chairman <Name> 040/55123456 <e-mail address>
<your function> <your Name> <phone number> <e-mail address>
<your function> <your Name> <phone number> <e-mail address>
<your function> <your Name> <phone number> <e-mail address>
<Project name>
Project Organization − Holiday and Daily AbsenceCoordination of project planning vacations and absences
A Absences Vacations
No. Employee Absent days 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
1 <Name> A A A A A A A A A
2 <Name> A
3 <Name>
4 <Name>
5 <Name>
6 <Name>
7 <Name>
8 <Name>
9 <Name>
10 <Name>
<Project name>
Project Organization − Holiday and Daily AbsenceCoordination of project planning vacations and absences
A Absences Vacations
No. Employee Absent days 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
1 <Name> A A A A A A A A A
2 <Name> A
3 <Name>
4 <Name>
5 <Name>
6 <Name>
7 <Name>
8 <Name>
9 <Name>
10 <Name>
11 <Name>
12 <Name>
13 <Name>
14 <Name>
15 <Name>
16 <Name>
17 <Name>
<Project name>
Task Matrix Regulation of Tasks, Competences, Responsibility
Function / Role Main-Tasks Competences Responsibilities
ClientContribution to business developmentPoint of the project review
Project assignmentInterest of the company (overall responsibility)Compatibility of the project with company strategy
Project managerPlanning the projectand organization of the project resources, Coordination of tasks
Signature authority up to xxx Dollar (predefined max. amount)
Schedule goals, cost targets and quality objectivesResult processing
Project employee Determine work package contentSupport of planning Task related competence Professionalism
Project committeeExpertiseSupport of planningInterface management
Recommendations, decisions, guidelines
Conflict- and Problem solving Professionalism
<Project name>
PersonFunction Client Project
managerEmployee
AEmployee
BEmployee
C …. Projectcommittee
Project assignment R I I I
Assign Project manager R
Overall project management R
Reporting
Assign project team
Specification book
Design project plan
Prepare decisions
Requirement Specifications A R C C
Issuing sub-assignments
Budget responsibility
Clarification of conflicts
Project assignment
RACI Matrix / Authority MatrixDefinition of the functions of all people involved in the project(Responsible, Accountable, Consulted und Informed)
R = Responsible A = Accountable, Approved C = Consulted I = Getting Informed
<Project name>
Project Name
Project Assignment − Release / Project Decision
The project (<Project Name>) has been sufficiently discussed with all stakeholders. This presentation / document contains the current version (<version>) all scheduled milestones, conditions and available resources in order to award the project required precision. The project will be outlined here as released and implemented.
Date:01.01.15
Signature Client Signature Project Manager
<Project name>
Team-Building ProcessesTeam building is a development process where the course is divided into 4 phases plus a resolution phase.
Perf
orm
ance
Course of time
Low
High
Orientation phase (forming)1
Growth phase(performing)4
Cooperation phase(norming)3Confrontation phase
(storming)2
Resolution phase (adjourning)5
<Project name>
Team rulesDetermining the interaction with each other, information flow and the response to problems or agreement violations
General handling of the project team
Address conflicts and problems and solve them instead of disguise
Cohesion / work together as a team Each team member is equivalent Hierarchies are not important Open communication with project
manager Establishment of a representation
scheme Role in the team can change
Task distribution
Delegating tasks as an agreement not an order
Distribution of tasks based on skills, competencies and capacities
Conferences & Meetings
On time appearance to meetings Liability / information of any delays
or absence No disturbance Actively listen and let others speak Statements can be questioned Each question is helpful Every opinion counts / accept other
views Don‘t stray from the subject Discussions remain in the meeting
Moderator will be appointed for each meeting
<Project name>
Team rulesDetermining the interaction with each other, information flow and the response to problems or agreement violations
Decisions
Clear decision agreed rules (How will it be decided?)
Majority decision Unanimity Decision by Project manager Joint representation of the
decision to the outside
Sanctions for Rule Violation
Compliance of the rules is observed Anybody can appoint to the rules On violation the rule may be
immediately redressed Constructive criticism objectively and
not personal (not blame) Nobody takes an action which wasn‘t
discussed before
Information &Documentation
Clear agreements concerning regular information and documentation
Information Requirements (Who supplies what till when?)
Determine the distribution (central, demand-driven)
Distribution for team members who could not attend meetings
Any time accessible for all people involved in project
Uniform level of information Central and results-oriented
documentation
<Project name>
Guiding Principles for Project ManagementDetermining the guiding philosophy as guidelines and their implementation
1Development of personal
objectives with employees (management by objectives)
2Amplifying on the
development needs, skills and problems of employees
3Time for staff appraisals
(open door policy)
4Compliance and
assurance of team rules
5Assure enough comp time
of the team members (Work hours, vacation)
6Motivate Employees
and release their performance potential
<Project name>
Project Manager ─ FunctionDescription of the role, tasks, authority and responsibilities
Clear definition of role and responsibilities of project manager Identifiable as supervisor Implementation of successful project management Decision-making competences and availability of staff resources (exception staff project organization) Loyalty to the project and project team
Task Clarification of project objectives and project contents Organization of the project development Planning and monitoring of the project Team management, role clarification, conflict resolution and problem solving Creation and distribution of work packages Decision on planning, project execution and project control Project Controller (planning and monitoring cost, schedule and resources) Perform changes in the course of the project Motivation of the project team through meetings and support Market the project internally and externally Report to the Steering Committee / client through status reports
<Project name>
Subproject Leader ─ FunctionDescription of the role, tasks, authority and responsibilities
Does sub-tasks of project management and project implementation Autonomously directs a clearly identifiable part of the project (closed work units) Delegated parts of project management to other team members Work closely with project manager
Task Same responsibility as project manager, but only for the part of the sub-project
Update of the planning of sub-project Delegates work packets in-house or to subcontractors
Controlling and regular reportingConstitution of status reports to the Project manager
Project Planning
<Project name>
Project Planning − Quality PlanningPlanning and Control of Quality of Services and Results
Customer OrientationPersonal Quality
Process Quality and Product Quality
<Project name>
Project Structure Plan (PSP)Hierarchical structure of the performance scale (main and sub-tasks, work packages), necessary to achieve the project objectives.
Description of the organizational examination
Blocks of tasks resulting from the main task
detailed described, defined, measurable activities that accrue to the team members during the investigation
Subtask 1.1 Subtask 1.2
Work package 1.1.1
Wor kpackage 1.1.2
…
Work package 1.2.1
Work package 1.2.2
…
Work package 1.3.1
Work package 1.3.2
…
Subtask n.n
Work package 1.4.1
Work package 1.4.2
…
Main Task (Project)
Subtask 1 Subtask 2 Subtask 3
<Project name>
Project Structure Plan (PSP)
Project Name
Subtask 1 Subtask 5Subtask 4Subtask 2 Subtask 3
Work package 2.9 Work package 3.9 Work package 4.9
Work package 4.9.1
Work package 1.1 Work package 2.1 Work package 3.1 Work package 4.1 Work package 5.1
Work package 1.2 Work package 2.2 Work package 3.2 Work package 4.2 Work package 5.2
Work package 1.3 Work package 2.3 Work package 3.3 Work package 4.3 Work package 5.3
Work package 1.4 Work package 2.4 Work package 3.4 Work package 4.4 Work package 5.4
Work package 1.5 Work package 2.5 Work package 3.5 Work package 4.5 Work package 5.5
Work package 1.7 Work package 2.7 Work package 3.7 Work package 4.7 Work package 5.7
Work package 1.6 Work package 2.6 Work package 3.6 Work package 4.6 Work package 5.6
Work package 2.8 Work package 3.8 Work package 4.8 Work package 5.8
<Project name>
List of Activity / Work PackageName (WP) Name of Work package WP-Nr. 2011/05
Responsible <Name> Date 01.01.2015
Result / Target Description:The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.
No. Employee / Activity Duration Yee Duration Completed by:(target)
Completed by:(actual)
1.1 <Name> 15 Days 01.11.2015 01.11.2015
1.2
1.3
…
2.1
2.2
…
<Project name>
List of Activity / Work Package − Toolbox
No. Work package Employee No.
1.1 <Name of activity> <Name of employee> 15 Days
…
No. Work package Employee
1.1 <Name of activity> <Name of employee>
…
No. Work package Employee Completed by: (target)
Completed by: (actual)
1.1 <Name of activity> <Name of employee> 01.11.2015 01.11.2015
…
<Project name>
List of Activity / Work Package − Toolbox
No. Work package Employee Duration Completed by: (target)
Completed by: (actual)
1.1 <Name of activity> <Name of employee> 15 days 01.11.2015 01.11.2015
…
Mandatory Requirements Interfaces
Signature Project Manager
<Project name>
List of Activity / Work Package − Toolbox
No. Work package Employee Effort
Preparation Capacity Duration Waiting Time
ImmediatePredecessor
Type of Dependency Costs Start
(target)End
(target)
1.1 <Name> <Name> 15 Days 01.01.2015 01.11.2015
…
No. Work package Employee Duration Start (target) End (target) Start (actual) End (actual)
1.1 <Name> <Name> 65 Days 01.11.2015 <Date> <Date> <Date>
…
No. Work package Employee Start (target) End (target) Start (actual) End (actual)
1.1 <Name> <Name> <Date> <Date> <Date> <Date>
…
<Project name>
Capacity Planning − In Work Days
No. Work package E 1 E 2 E 3 E 4 E 5 … Total
1.1 <Description> 5 1 6
1.2 <Description> 2 5 5 12
1.3 <Description> 10 10
1.4 <Description> 15 6 21
…
2.1 2 4 3 9
2.2 7 7
…
…
Total 7 7 12 15 24 … 65
E 1 = <Name>E 2 = <Name>E 3 = <Name>
E 4 = <Name>E 5 = <Name>E 6 = <Name>
<Project name>
List of Activity / Work Package − performance progressDegree of progress for every work package in Percent (100% = completed)
Degree of completion
1.1 Work Packaget A
1.1 Work Packaget B
1.1 Work Packaget C
1.1 Work Packaget D
1.1 Work Packaget E
1.1 Work Packaget F
1.1 Work Packaget G
1.1 Work Packaget H
Total
50%
75%
25%
100%
66%
60%
45%
33%
57%
Status
<Project name>
Capacity Planning − In Work Days
No. Work package MA 1 MA 2 MA 3 MA 4 MA 5 … Total
Overall Effort (target) 00 00 00 00 00 000
Overall Effort (actual) 0 0 00 00 00 00
Remaining Time in Work Days 00 00 0 0 0 00
1.1 <Description> 5 1 6
1.2 <Description> 2 5 5 12
…
…
Total 7 7 12 15 24 … 65
<Project name>
Capacity Planning − In Calendar WeeksNo
. Work package Name Start End Duration CW 10 CW 11 CW 12 CW 13 CW 14 CW 15 CW 16 CW 17
1.1 <Description> <Name> 01.01.15 01.02.15 00 x x x
1.2 <Description> <Name> 00.00.00 00.00.00 0 x x
1.3 <Description> <Name> 00.00.00 00.00.00 0 x
1.4 <Description> <Name> 00.00.00 00.00.00 00 x x x x x
1.5 <Description> <Name> 00.00.00 00.00.00 0 x x
1.6 <Description> <Name> 00.00.00 00.00.00 0 x x
…
Total 00.00.00 00.00.00 00
Employee Initials: CW 1 = <Name>CW 2 = <Name>CW 3 = <Name>
CW 4 = <Name>CW 5 = <Name>CW 6 = <Name>
<Project name>
Capacity Planning − Column ChartDisplay of capacities in consideration of capacity positions of the overall project(A) and chronological sequence of each position (B, C)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
80
100
120
9080
100 100110
75 80
100 100
Max.
BCapacity (Position 1)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
70
100
120
80 80
100110 110
75 80
100 100Max.
CCapacity (Position 2)
Position of Capacity
A
Max.
Capacity (Overall Project)
1 2 3 4 5 6 7 8 9 10 11 12
80
100
120
90
80
100 100
110
7580
100 100
<Project name>
Capacity Planning − Column ChartDisplay of further Capacity Positions
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
80
100
120
9080
100 100110
75 80
100 100
Max.
FCapacity (Position 5)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
70
100
120
80 80
100110 110
75 80
100 100Max.
GCapacity (Position 6)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
80
100
120
9080
100 100110
75 80
100 100
Max.
DCapacity (Positions 3)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
80
100
120
90
60
100 100110
7590 90
100Max.
ECapacity (Position 4)
<Project name>
Project Schedule − Flow ChartOrganization of the work packages of the project structure plan (WBS) in a logicaland structured order to link the respective sequences and dependencies.
Work package1.1
Start
Work package1.2
Work package1.3
Work package1.4
Work package2.1
Work package2.2
Work package2.3
Work package2.4
Work package2.5
Work package2.3
Subtask 1 Subtask 2
Milestone
<Project name>
Gantt Charts − 12 Months (15 rows + period)Project Plan
No. Task Duration Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 Text 45
1.1 Text 100
1.2 Text 55
1.3 Text 135
1.4 Text 220
2 Text 20
2.1 Text 50
2.2 Text 75
2.3 Text 32
2.4 Text 80
Text
Text
Text
Text
Text
Text
Text
<Project name>
Gantt Charts − Gantt / Bar ChartProject Plan
Book Project DaysAugust September October November
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17Create Book Concept 6
Start of Project 0
Concept Meeting 1
Concept Phase 5
Concept is Finished 0
1. Create first Draft 40 Text work 40
Draft 10
Final Draft 20
1. Draft is Finished 0
Execute corrections 20Correction Lector 20
Correction Author 20
Approval 0
Presentation 16Layout 15
Presentation Preparation 10
Presentation Day 1
Target Pres. Conclusion 0
<Project name>
Gantt Charts − Gantt / Bar ChartProject Plan
Phase Task January February March1 2 3 4 5 6 7 8 9 10 11 12
Preparation
Project Assignment
Team Organization
Project Planning
Information PR
Employee Info
Preliminary
investigation
Questionnaire
Introductions
Conduct Interviews
Coordinate Interviews
Evaluate Interviews
Status Report
Coordinate Project Assignment
<Project name>
Project scheduleProcess flow of a small project
error
OK
Project implementation
Project analysis
Release Conception Quality assurance
Project handover
Support / care
<Project name>
Project Plan − NetworkFurther development of the bar chart as a tool for detecting temporal workflow, as well as their interdependencies.
Start0 0
0 0 0
Task B0 WP 02 4
2 4 6
Task E Task F Goal
Task A0 WP 01 1
0 1 1
Task C1 WP 03 6
1 5 6
Task D
<Project name>
Project Plan − NetworkFurther development of the bar chart as a tool for detecting temporal workflow, as well as their interdependencies.
Task A0 WP 01 5
0 5 5
Task C5 WP 03 10
5 5 10
Task D10 WP 04 13
10 3 13
Task E13 WP 05 17
10 4 17
Task G17 WP 07 19
17 2 19
Task B3 WP 02 7
6 4 10
Task F15 WP 06 16
16 1 17
<Project name>
Project Plan − Network (Critical Path)
Task AWP 01
0
Task CWP 03
14
Task DWP 06
3
Task GWP 09
2
Task BWP 02
12
Task FWP 04
4
Task BWP 05
4
Task BWP 07
4
Task BWP 08
4
<Project name>
Budgeting − According to Work Packages
No. Work package Total Costs (target)
Total Costs(actual) Difference Measures
1.1
1.2
1.3
…
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<Project name>
Budgeting − Planned / Actual-Comparison
No. Work package Total Costs (planned)
Costs (actual)Difference MeasuresType of
CostType of
CostType of
Cost Total
1.1
1.2
1.3
…
<Project name>
Budgeting − Planned Costs
Type of Cost Feb JulJan AprMar JunMay Aug YearOctSep DecNov
Staff Costs 50 100 150
Sevices 100 100
Material 50 100 150
Travel Expenses 100 50 150
Advertising Expenses 50 50
Rent 100 100
Hardware 50 100 150
Software 100 100
Work Equipment 50 100 150
Other Expenses 100 100
Total of Costs 750 450 0 0 0 0 0 0 0 0 0 0 1200
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<Project name>
Budgeting − Actual Costs
Type of Cost Feb JulJan AprMar JunMay Aug YearOctSep DecNov
Staff Costs 50 100 150
Sevices 100 100
Material 50 100 150
Travel Expenses 100 50 150
Advertising Expenses 50 50
Rent 100 100
Hardware 50 100 150
Software 100 100
Work Equipment 50 100 150
Other Expenses 100 100
Total of Costs 750 450 0 0 0 0 0 0 0 0 0 0 1200
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<Project name>
Budgeting − Planned / Actual-Comparison
Notes: The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
Deviation G
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2.000
6.000 5.000
-4.000
10.000
-5.000 -5.000
-10.000
-18.000
2.000
-5.000
-17.000
Planned Costs vs. Actual Costs E
Planned Costs
Actual Costs
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
18.00016.000
35.000
70.00065.000
40.000
10.000
25.000
55.000
30.00025.000
55.000
20.00022.000
40.000
66.000
75.000
35.000
5.000
15.000
37.00032.000
20.000
38.000
Type of Cost Feb JulJan AprMar JunMay Aug YearOctSep DecNov
Planned Costs 50 100 150
Actual Costs 100 100
Value Difference 50 -100 0 0 0 0 0 0 0 0 0 0 -50
<Project name>
Budgeting − Column ChartCosts in T€ (thousand Euro)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
20 22
40
66
75
35
5
15
3732
105
Proj
ect C
oncl
usio
n
<Project name>
Budgeting − Column ChartPlanned Costs vs. Actual Costs in T€
Planned Costs Actual Costs
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
18 16
35
7065
40
10
25
55
3025
55
20 22
40
65
75
35
5
45
3732
20
38
<Project name>
Budgeting − Line Diagram (straightened)Costs in T€ (thousands Euro)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec0
10
20
30
40
50
60
70
80
20
30
50
30
75
35
30
15
37
20
Proj
ect C
oncl
usio
n
<Project name>
Budgeting − Line Diagram (straightened)Planned Costs vs. Actual Costs in T€
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec0
10
20
30
40
50
60
70
80
Proj
ect C
oncl
usio
n
Planned Costs Actual Costs
<Project name>
Project Planning − CommunicationFlow of Information among all Project Parties
Steering Committee Assignments
Strategic Decisions Control Information and
Project Status
Assignments Approval Technical Information
Assignments Decision Support Control Information and Project Status
Conditions and Requirements
Strategic Information
Project Manager
ProjectEmployee
Expert
Client
Sponsor
Communication minorstrong
<Project name>
Client x x x x
Steering Committee x x
Works council x
Employees concerned x x
All Employees x
Management
Suppliers x x
Other Projects
…
Project Marketing − Communication MatrixDirected internal and external communication over concerted channels and media
Pers
onal
Mee
ting
Conf
eren
ce
Wor
ksho
p
Pres
enta
tion
Road
show
Inte
rnal
new
slette
r
Emai
l- di
strib
ution
list
Proj
ect-N
ewsle
tter
Flye
r / b
roch
ure
Intr
anet
/
Proj
ect h
omep
age
Wik
i / B
log
… …
Risk Analysis
<Project name>
Project Risks
The most common Project Risks
Qualitative/substantive
risksSchedule Risks Financial Risks /
ResourcesSocial / Cultural
RisksFinancial Risks /
Resources
Risk 1 Risk 2 Risk 3
Risk 1 Risk 2
Risk 1 Risk 2
<Project name>
Risk Categories − 3x3 Matrix with 5 ClassesAssessment Scheme for the Qualitative Risk Assessment
Impact on the Project(Deadlines, Costs, Quality)low high
>75%
<25%
Occ
urre
nce
Prob
abili
ty
3
2
1
4
3
2
5
4
3
The implementation of Project Management is frequently associated with risks.
To control these risks is the challenge of the risk management as a part of quality management.
A risk list covers all aspects and conditions for risks of time (deadlines), costs and quality of results.
All risks, depending on the probability of occurrence and impact on the Project are classified in five risk categories. Depending on the classification, you have to react differently to the possibly of imminent problems.
<Project name>
Risk Categories − Graphical DisplayAssessment Scheme for the Qualitative Risk Assessment
Impact on the Project(Deadlines, Costs, Quality)low high
>75%
<25%
Occ
urre
nce
Prob
abili
ty
2
6
1
4
5
3
Risk 1:Description of Risk and Cause, if necessary, probability, impact and countermeasure.
Risk 2: Description of Risk and Cause …
Risk 3: Description of Risk and Cause …
Risk 4: Description of Risk and Cause …
Risk 5: Description of Risk and Cause …
<Project name>
Risk Categories − 3x3 Matrix with 5 ClassesAssessment Scheme for the Qualitative Risk Assessment
The implementation of Project Management is frequently associated with risks.
To control these risks is the challenge of the risk management as a part of quality management.
A risk list covers all aspects and conditions for risks of time (deadlines), costs and quality of results.
All risks, depending on the probability of occurrence and impact on the Project are classified in five risk categories. Depending on the classification, you have to react differently to the possibly of imminent problems.
34
5
23
4
12
3
high> 75
low<25
medium25-75
high
medium
low
Occurrence Probability (%)
Impact on the Project (Deadlines, Costs, Quality)
<Project name>
Risk Categories − Graphical DisplayAssessment Scheme for the Qualitative Risk Assessment
high> 75
low<25
medium25-75
high
medium
low
Risk 4
< Responsible >
Risk 3
< Responsible >
Risk 5
< Responsible >
Risk 2
< Responsible >
Risk 1
< Responsible >
Occurrence Probability (%)
Impact on the Project (Deadlines, Costs, Quality)
Risk 1:Description of Risk and Cause, if necessary, probability, impact and countermeasure.
Risk 2: Description of Risk and Cause …
Risk 3: Description of Risk and Cause …
Risk 4: Description of Risk and Cause …
Risk 5: Description of Risk and Cause …
<Project name>
Risk Categories − Alternative DisplayOccurrence Probability at the time of Evaluation
Text
TextText
Text TextText
TextText
Text high> 75
low<25
medium25-75
high
medium
low
Occurrence Probability (%)
Impact on the Project (Deadlines, Costs, Quality)
Risk 1:Description of Risk and Cause, if necessary, probability, impact and countermeasure.
Risk 2: Description of Risk and Cause …
Risk 3: Description of Risk and Cause …
Risk 4: Description of Risk and Cause …
Risk 5: Description of Risk and Cause …
<Project name>
Risk Categories − Alternative DisplayOccurrence Probability at the time of Evaluation
Risk 1:Description of Risk and Cause, if necessary, probability, impact and countermeasure.
Risk 2: Description of Risk and Cause …
Risk 3: Description of Risk and Cause …
Risk 4: Description of Risk and Cause …
Risk 5: Description of Risk and Cause …
high> 75
Occurrence Probability (%)
Risk 1
< Responsible >Risk 3
< Responsible >
Risk 2
< Responsible >
Risk 4
< Responsible >
Risk 5
< Responsible >
low<25
medium25-75
high
medium
low
Impact on the Project (Deadlines, Costs, Quality)
<Project name>
Risk Analysis − According to Risk Categories
Phase / ProcessConditions Description of Risk Risk Category
(Assessment 1-5) Countermeasures Responsible Time FrameDate
<Text> <Text> <Text> <Text> <Text>
<Text> <Text> <Text> <Text> <Text>
5
3
1
4
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<Project name>
Risk Analysis − Occurrence Probability
Phase / ProcessWork package
Description of Risk Indicators Impact
CountermeasuresProbability
Preventive Corrective
<Text> <Text> <Text> <Text> <Text> <Text>
80%very likely
<Text> <Text> <Text> <Text> <Text> <Text>
60%likely
20%very
unlikely
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<Project name>
Risk Analysis − Occurrence Probability
Cause / Description of
Risk Impact
CountermeasuresProbability
Preventive Corrective
<Text> <Text> <Text> <Text>
80%
<Text> <Text> <Text> <Text>
50%
30%
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<Project name>
Risk Analysis − Occurrence Probability
No. Description of Risk and Cause
Probability (%)
Impact on the Project Counter-measures
Respon-sible
Time FrameDate
StatusDeadlines Costs Quality
1.1 70%
1.2 50%
1.3 25%
…
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<Project name>
Failure Mode & Effects Analysis (FMEA)
Potential Errors Potential Consequences
Potential Causes O S D RPN Counter-
measures Effect O S D RPN
<Text> <Text> <Text> 8 4 10 320 <Text> <Text> 0 0 0 000
<Text> <Text> <Text> 0 0 0 000 <Text> <Text> 00 0 00 000
Process Sub processResponsible <Name> Date 01.01.15
O = Occurrence (1-10) S = Severity (1-10)D = Detection (1-10)RPN = Risk Priority Number (multiplication of the three previous valuation numbers: number between 1-1000)
<Project name>
SWOT AnalysisSt
atus
quo
Pote
ntial
low high
Strengths The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by
selecting different options.
Weaknesses The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
Opportunities The Text demonstrates how your own Text will look when
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This Text can be replaced with your own Text. This is a placeholder Text.
Threats This is a placeholder Text. This Text can be replaced with
your own Text.
This Text can be replaced with your own Text.
This Text can be replaced with your own Text. This is a placeholder Text.
SWOT AnalysisEnter your sub headline here
Placeholder 1:This is a placeholder text.
Placeholder 2: This text can be replaced with your own text.
Placeholder 3: This text can be replaced with your own text.
Placeholder 4: This is a placeholder text.
Placeholder 5: This is a placeholder text.
SW
OT
4
32
5
1
Project Control
<Project name>
Project ControlProject Control as Cycle
12
34
5
Fine Planning
Actual-Dates /Inventory
Target/Actual Comparison
Cause Analysis / Determine Deviations
Conception ofMeasures and their
Implementation
<Project name>
Project managementProject management as a cycle
FunctionConstruction
DesignCosts
Deadlines
Control
Actual values
Target-actual
comparison Control review
DevelopmentImplementation
Decision
DefaultTarget values
<Project name>
Change RequestSubproject <Text> Responsible <Name 1>
Date 01.01.2015 Request-Nr. 05 Initiator <Name 2>
Deadline Priority low medium high
DescriptionThe Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.
ConsequencesThe Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.
MeasuresThe Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of thefonts as used in this placeholder it’s possible to replace it by selecting different options.
Date:01.01.2015
Signature Client Signature Project Manager
<Project name>
Subproject <Text> Responsible <Name 1>
Date 01.01.2015 Request-Nr. 05 Initiator <Name 2>
Deadline Priority low medium high
Change Request
Description Consequences Measures
Date:01.01.2015
Signature Client Signature Project Manager
<Project name>
Meeting Schedule
Date Description / Content Notes
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<Project name>
Meeting Schedule
Date Description / Content Notes
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<Project name>
Meeting AgendaTopic Name of Meeting
Date 01.01.2015 Time 00:00 – 00:00 Location Room 104
Participants <Name 1>, <Name 2>, <Name 3>, <Name4 >
Copy to <Name 5>, <Name 6>
Priority Topic / Content Objective Responsible / Presenter
Time Frame / Duration
A B C
x <Text> <Text> <Name 1> 30 min.
x <Text> <Text> <Name 2> 45 min.
x <Text> <Text> <Name 3> 15 min.
x … … … …
x
<Project name>
Appointment ArrangementsProject Name / No. <Text>
Topic <Text> Date 01.01.15 Author <Name 1>
Copy to <Name 1>, <Name 2>, <Name 3>, <Name 4>
Name Phone (Email)Deadlines
01.03 05.04 04.05 06.06 18.06 01.07 15.08 29.09 02.09
John Doe 055-55 55 123 1 1 1 1 1 1 1 1 1
<Name> <phone> 1 1 0 - 0 - 0 1 1
<Name> <phone> 1 1 1 0 0 0 1 1 1
<Name> <phone> 1 0 1 - - 1 0 0 1
<Name> <phone> 1 1 1 1 1 1 1 1 1
<Name> <phone> 1 1 1 0 - 0 - 1 1
<Name> <phone> 1 1 1 1 1 1 0 0 1
+ = Attendance possible 0 = Attendance mandatory - = No Attendance
<Project name>
Minutes of Meeting − Version 1Project Name / No. Name of Meeting
Date 01.01.2015 Location / Time Room 4, 10 o’clock Author <Name >
Participants <Name 1>, <Name 2>, <Name 3>, <Name 4>
Copy to <Name 5>, <Name 6>,
No. Topic/ Content Responsible Result / Decision Completed by/till
1 <Text> <Name 1> <Text>
2 <Text> <Name 2> <Text>
3 <Text> <Name 3> <Text>
… … … …
* No Attendance
<Project name>
Minutes of Meeting − Version2
No. Type Result Completed by/till
1 Assignment <Text>
2 Decision <Text>
3 …. <Text>
… … …
10 Date <Text>
11 Recommen-dation <Text>
12 Detection <Text>
Project Name / No. Name of Meeting
Date 01.01.2015 Location / Time Author <Name >
Participants <Name 1>, <Name 2>, <Name 3>, <Name 4>
Copy to <Name 5>, <Name 6>, * No Attendance
<Project name>
Participants <Name 1>, <Name 2>, <Name 3>, <Name 4>
Copy to <Name 5>, <Name 6>,
Minutes of Meeting − Version2
No. Who? What? With whom? Till when?
1 <Name 1> <Text> <Name 2> <Datum>
2 <Name 3> <Text> … …
3 <Name 4> … … …
… … … … …
* No Attendance
Project Name / No. Name of Meeting
Date 01.01.2015 Location / Time Author <Name >
<Project name>
NoteFrom: <Name 1> Phone: 110
Division: Percy Placeholder (Position) Date: Eva Example (Position)
To: <Name 2> Note taken: <Name 3><Name 4>
Procedure / Description:
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The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.
The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by
selecting different options.
The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.
The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
<Project name>
Project Status − ReviewProject Name / No. <Text> Project Status:
GreenDate 01.01.2015 Author <Name >
Copy to: <Name 1>, <Name 2>, <Name 3>
Highlights / Results Schedule Status Costs Status Deviation / Reason
<Text> <Text> <Text> <Text>
Proposed Measures / Next Steps<Text>
Date:01.01.2015
Signature Client Signature Project Manager
<Project name>
Project Status Report − Overall Status (Traffic Lights)Project Name / No.
Date 01.01.2015 Author <Name >
Time / Deadlines Costs / Budget Requirements Overall Status
The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
The Text demonstrates how your own Text will look
when you replace the placeholder with your own Text.
If you don’t want to use the style and size of the fonts
as used in this placeholder it’s possible to replace it by selecting different options.
The Text demonstrates how your own Text will look
when you replace the placeholder with your own Text.
If you don’t want to use the style and size of the fonts
as used in this placeholder it’s possible to replace it by selecting different options.
The Text demonstrates how your own Text will look
when you replace the placeholder with your own Text.
The Text demonstrates how your own Text will look
when you replace the placeholder with your own Text.
If you don’t want to use the style and size of the fonts
as used in this placeholder it’s possible to replace it by selecting different options.
<Project name>
Project Status Report − Overall Status (Traffic Lights)
Time / Deadlines Costs / Budget Requirements Overall Status Next Steps Decisions
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The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.
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Project Name / No.
Date 01.01.2015 Author <Name >
<Project name>
Project Status Report − Project Report (Checklist)Project Name / No.
Date 01.01.2015 Client <Name 1> Author <Name 2>
Yes No Overall Status
Will the Project be completed on time?
Will the Project be completed within budget?
Were all project issues successfully addressed and implemented?
Were the desired project results achieved with an acceptable quality level?
Were change requests implemented successfully?
Were the Project risks mitigated successfully?
Were all concerns of the clients considered and implemented?
…
<Project name>
Project Status Report − Project Report (Table)
Summary / Management Summary
<Text>
Project Status
Task / Milestones Deviation from Project Plan Reason
<Text> <Text> <Text>
Project Name / No.
Date 01.01.2015 Time Frame 01.01 - 01.02.2015 Author <Name 2>
<Project name>
Project Status Report − Project Report (Table)
Problems
Existing Problems Expected Problems Solution Approach
<Text> <Text> <Text>
Changes to Project Process
Suggested Change Requests Implemented Change Requests Implemented Corrections
<Text> <Text> <Text>
Planned Actions
<Text>
Organizational Points
<Text>
<Project name>
Job List / Task List
Date What? Who? Till When? Completed
This is a placeholder text. This text can be replaced with your own text. yes
This text can be replaced with your own text. no
This is a placeholder text. in process
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<Project name>
Job List / Task List
Date What? Who? Till When? Completed
This text can be replaced with your own text. yes
This is a placeholder text. no
This text can be replaced with your own text. in process
This is a placeholder text.
This text can be replaced with your own text.
This is a placeholder text.
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<Project name>
Decision Chart − Decision Diary
Date Decision Reason Responsible / Decider
This text can be replaced with your own text.
This is a placeholder text.
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<Project name>
Decision Chart − Decision Diary
Date Decision Reason Responsible / Decider
This text can be replaced with your own text.
This is a placeholder text.
This text can be replaced with your own text.
This is a placeholder text.
This text can be replaced with your own text.
This is a placeholder text.
This text can be replaced with your own text.
This is a placeholder text.
<Project name>
List Open Issues − Version A
No. Activity/ Task Date (planned)
Date (actual) Responsible Note
1 <Text> 01.01.15 15.01.15 <Name> …
2 <Text> <Date> <Date> <Name> …
3 <Text> … … … …
… … … … … …
Project Name / No. <Project Name>
Date (Level) 01.01.2015 Author <Name > Date (Level)
<Project name>
List Open Issues − Version B
No. Activity/ Task Result Responsible Date Status
1 <Text> <Text> <Name> 01.01.15 open
2 <Text> <Text> <Name> 01.01.15 completed
3 <Text> <Text> <Name> 01.01.15 open
… … … … … …
Project Name / No. <Project Name>
Date (Level) 01.01.2015 Author <Name > Date (Level)
<Project name>
Lessons Learned Report ─ Review
Subjects / Categories Success factors (What was good?) Problems/ Failures (What needs improvement?)
Project start … ….
Definition of objectives and Project assignment … …
Skill of Project team … ….
Project organization … …
Project planning
Communication
Conferences & Meetings
Documentation
Decisions
Project controlling
Project marketing
…
…
…
…
Project Name / No. <Project Name>
Date (Level) 01.01.2015 Author <Name > Date (Level)
<Project name>
Lessons Learned Report ─ Review
Difficulties/ Problemsduring Project process Reasons / Root Causes Cognitions (Lessons Learned)
<Text> … …
<Text> … …
<Text> … …
<Text> … …
…
What went well during the project? …
What went not wellduring the project? …
<Project name>
Lessons Learned Report ─ Review
Changing of the conditions during project
Project assignment No longer relevant, necessary adjustments
Project planning / Schedule Everything according to schedule
Budget Budget is no longer sufficient and must be adapted
Team rules Rule XY was not respected
Risk analysis and estimation New risks have been added
Project success …
… …
… …
Assessment of cooperation Praise / recognition Criticisms
Project manager Project team … …
Project team together … …
Project team Other Areas … …
Project team Steeling Committee … …
Project team Client … …
…
<Project name>
Cost Performance Index
Cost Performance Index and Schedule Performance Index
Project Title CPI SPI Budget % Complete to Date
CostVariance
ScheduleVariance
A Placeholder 0.98 1.34 1.000 000 xx.xx% xxxx xxxx
B Placeholder 1.00 0.62 1.000 000 xx.xx% xxxx xxxx
C Placeholder 0.91 0.85 1.000 000 xx.xx% xxxx xxxx
D Placeholder 0.90 0.75 1.000 000 xx.xx% xxxx xxxx
E Placeholder 0.95 0.90 1.000 000 xx.xx% xxxx xxxx
F Placeholder 0.97 0.86 1.000 000 xx.xx% xxxx xxxx
G Placeholder 0.93 1.01 1.000 000 xx.xx% xxxx xxxx
H Placeholder 0.89 0.83 1.000 000 xx.xx% xxxx xxxx
I Placeholder 0.99 0.97 1.000 000 xx.xx% xxxx xxxx
Schedule Performance Index
28
71
Under run
0 to 5% Overrun
Cost Performance IndexUnder run 5 to 10% Overrun
0 to 5% Overrun
65
15
10
<Project name>
Cost Performance Index
Cost Performance Index and Schedule Performance Index
CPI SPI
41255 41262 41269 41276 41283 41290 41297 41304 41311 41318 41325 413320
0.2
0.4
0.6
0.8
1
1.2
Cost Performance Index
0,9
Schedule Performance Index
0,78
<Project name>
Cost Performance Index
Cost Performance Index and Schedule Performance Index
Time
Dolla
rs
ReportingCut-off-Date
Estim
ated
diff
eren
ce
Estimated Costat Completion
Proj
ecte
dO
verr
unBu
dget
at
Com
pleti
on
Total Budgeted Cost
Actuals
Plan
Earned Value
Cost Performance Index
0,9
Schedule Performance Index
0,78
<Project name>
Cost Performance Index
Prep
arati
on
Cost
s
Time
CostsInfluence
Project definition
Project preparation
Planning of implementation Implementation Project completion
Support
Project Conclusion
<Project name>
Project Conclusion Report − Performance AnalysisProject Name / No.
Date <Date> Project Start <Date> Project End <Date>
Author <Name 1> Client <Name 2> Project Manager <Name 3>
Project Members <Name 4>, <Name 5>, <Name 6>, …
Planned Project Objective (Target) Actual Project Result (Actual) Deviation / Cause
Actual project assignment , objectives and goals Ascertained Results of the Project. Reasons and causes of deviations and Responsible person
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<Project name>
Project Conclusion Report − Performance Analysis
Planned Project Objective (Target) Actual Project Result (Actual) Deviation / Cause
Actual project assignment , objectives and goals Ascertained Results of the Project. Reasons and causes of deviations and Responsible person
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Project Name / No.
Date <Date> Project Start <Date> Project End <Date>
Author <Name 1> Client <Name 2> Project Manager <Name 3>
Project Members <Name 4>, <Name 5>, <Name 6>, …
<Project name>
Project Conclusion Report − Deadlines / Milestones
No. Deadline / Milestone Date (Plan) Date (Plan) Deviations / Causes
1.1 <Text> <Date> <Date> Reasons and Causes of Deviations and Responsible person
1.2 <Text> <Date> <Date> …
1.3 <Text> <Date> <Date> …
1.4 <Text> <Date> <Date> …
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<Project name>
Project Conclusion Report − Project Organization
Development Procedure Alteration
Structural organization during project. Project procedure during project
< due Date 1> <due Date 2> <due Date 3> <due Date 4> <due Date 5> <due Date 6> <due Date 7>
History of alterations including filed and approved applications.
<Date>, <Application1>, Status <Date>, <Application2>, Status <Date>, <Application3>, Status <Date>, <Application4>, Status <Date>, <Application5>, Status <Date>, <Application6>, Status <Date>, <Application7>, Status
Evaluation of development and structural organization: Additional notes and comments
Evaluation of Project procedure:Additional notes and comments
Evaluation of the history of alterations:Additional notes and comments
Evaluation of influential factors / problems:Additional notes and comments
Evaluation of teamwork:Additional notes and comments
Evaluation for future Projects:Additional notes and comments
Staff
1
Project Manager
Corporate Management
2 3
Department A Department AB Department C
<Project name>
Project Conclusion Report − Budget / Costs
Type of Cost Planned Costs
Actual Costs Deviations / Causes
Staff Costs (internal) 00.000 00.000 Reasons and Causes of Deviations and Responsible person
Services (external) 00.000 00.000 …
Material 00.000 00.000 …
Travel Expenses 0.000 0.000 …
Advertising Expenses 0.000 0.000 …
Rent 0.000 0.000
Hardware 0.000 0.000
Software / Licenses 0.000 0.000
Equipment 0.000 0.000
Other Costs 0.000 0.000
Total Costs 00.000 00.000
<Project name>
Project Conclusion Report − Transfer List
Topic Recipient Status<Text> <Name>
<Department>Transfer completed<Date>
<Text> <Name><Department>
Still open
<Text> <Name><Department>
Transfer completed
<Text> <Name><Department>
Transfer completed
<Text> … …
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<Project name>
Project Conclusion Report − Open Issues
Still Pending Activities/ Follow-up s
No. Task/ Description Date Responsible1.1 <Text> <Date> <Name>
1.2 <Text> <Date> <Name>
1.3 <Text> <Date> <Name>
Date:01.01.15
Signature Client Signature Project Manager
<Project name>
Project Name / Nr. <Text>
Your Function during ProjectSteering Committee
Expert
Project Team 3 Project Team 4Project Team 1 Project Team 2
How do you rate the quality of the job description and to goal achievement by the team?
How satisfied are you with the advice of project management and planning team?
How significant do you estimate your own contribution to problem solving and success of the project?
How significant do you estimate your own contribution to problem solving and success of the project?
How satisfied are you with the implementation of the project's objectives?
How satisfied are you with the cost and time frame of the project?
What specific suggestions and recommendations do you have for future projects?
Proposal1 Proposal2 Proposal3
Project Feedback − Survey Form
poor average very good
unsatisfied average very satisfied
unsatisfied average very satisfied
very low average very high
unsatisfied average very satisfied
unsatisfied average very satisfied