Toolkit 001 Project Management Metadata of the NOREX Document Repository including business case templates, project prioritization, pricing templates, project planning, methodology, governance, testing, project tracking, project change, project closeout, training, RFPs, job descriptions, specific project plans as well as transcripts and polls. The NOREX Document Repository contains working documents written and voluntarily contributed by member companies of the NOREX IT Networking Consortium. These documents help members shorten development time and avoid reinventing the wheel.

Business Case ................................................................................................................ 2

Project Prioritization ........................................................................................................ 4

Pricing Template ............................................................................................................. 5

Project Planning .............................................................................................................. 6

Methodology .................................................................................................................... 9

Governance ................................................................................................................... 11

Testing .......................................................................................................................... 12

Project Tracking ............................................................................................................ 13

Project Change Tracking ............................................................................................... 15

Project Closeout ............................................................................................................ 16

Training ......................................................................................................................... 17

RFPs and Specific Project Plans ................................................................................... 18

Project Management Discussions ................................................................................. 19

Project Management Poll .............................................................................................. 20

Staffing .......................................................................................................................... 21

2

Business Case

BUSINESS CASE

This is a template of a typical business case format, used to inform management of the solution approval is needed for. 8 Pages (10-1306)

BUSINESS CASE CHARTER

A charter template including instructions on its use. 9 Pages (10-1011)

BUSINESS CASE DEVELOPMENT

This template has the objective of creating the foundation used to justify whether a proposal evolves into a project. The second template records business need, proposed solution and approach, cost benefit analysis, and more. 9 Pages (10-875)

BUSINESS CASE SCORING MATRIX

A template of a matrix to score business cases in which a high benefit score and a low cost score are most desirable. 1 Page (10-944)

BUSINESS CASE TEMPLATE

This document provides a format for developing a business case. 4 Pages (10-943)

BUSINESS CASE TEMPLATE

This template provides a format for building your business case from origination to need to cost benefit analysis. 5 Pages (10-347)

BUSINESS REQUIREMENTS TEMPLATE

This template provides a basic outline for a solution delivery process with business requirements. 15 Pages (10-030)

COMPLETING PROJECT PROPOSAL

When staff wants to propose a project or capital purchase for consideration, the Proposer opens the proposal form and follows the procedure below. 2 Pages (10-840)

CREATING A BUSINESS CASE

This document describes the procedure for creating a business case for a proposed project. 3 Pages (10-841)

EA PROJECT PROPOSAL

This worksheet serves as a proposal for Enterprise Architecture projects, including the SCOR (Strategy-Complexity-Outcome-Risk) rating. 3 Pages (50-081)

IT WORK REQUEST FORM

The following template describes scope, cost estimate, schedule, business impact, labor estimates, and more. 3 Pages (10-707)

MAJOR PROJECT REQUEST

The process of requesting a minor or major Information Technology project is described here. 2 Pages (10-839)

MINOR TECHNOLOGY PROJECT

This paper briefly describes a procedure for requesting a minor technology project. 1 Page (10-838)

ONE PAGE BUSINESS CASE

This form presents an outline of a business case for easy reference. 1 Page (10-127)

PROJECT CONCEPT TEMPLATE

This project template provides a way to decide which projects are to be worked on based on goals and strategies. 4 Pages (10-1042)

PROJECT PROPOSAL TEMPLATE

The project proposal introduces a proposed idea for IT related project work. The content outlines key business needs, and identifies project parameters for consideration. 6 Pages (10-935)

PROJECT REQUEST PACKET

This worksheet provides information on how to initiate and move through the Software Development Life Cycle (SDLC) process. 14 Pages (10-1183)

PROPOSAL STARTUP GUIDE

The following narrative describes the process for Information Technology Project Proposal (ITPP) submission and review. 2 Pages (10-874)

REQUEST FOR PROJECT

This form is used by managers to request a project to research and/or implement products and/or services or make modifications to existing ones. 1 Page (10-1294)

3

STRATEGY RECOMMENDATION

Setting a strategy for a project is an important part of building a project plan. This presentation offers helpful guidelines for strategizing your project. 7 Pages (10-721)

TEMPLATE: ONE-PAGE BUSINESS CASE

This one-page template is suitable for business cases for virtually any IT project. 1 Page (10-175)

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4

Project Prioritization

CONDUCTING A FIT GAP ANALYSIS

This presentation outlines the fit gap process and describes how to identify gaps in functionality or other areas. 14 Pages (10-653)

IT PROJECT INITIATION: EXECUTIVE

Part of an IT Project Initiation process, this section examines Executive Committee interests. Also see IT Project Initiation Process Overview (10-177), Requestor Actions (10-177A) and Planning (10-177B). 3 Pages (10-177C)

IT PROJECT INITIATION: PLANNING

Part of an IT Project Initiation process, this section examines planning. Also see IT Project Initiation Process Overview (10-177), Requestor Actions (10-177A) and Executive (10-177C). 4 Pages (10-177B)

IT PROJECT INITIATION: REQUESTOR ACTIONS

Part of an IT Project Initiation process, this section examines requestor actions. Also see IT Project Initiation Process Overview (10-177), Planning (10-177B) and Executive (10-177C). 2 Pages (10-177A)

NEEDS ASSESSMENT TEMPLATE

This document provides a basis for preparing a needs assessment to identify the purpose of moving forward with a proposed project. 5 Pages (10-234)

PMO PROJECT PROJECTION SHEET

This is an overview of the project that is used to help prioritize projects in a Project Management Office (PMO). 3 Pages (10-138)

PRIORITY MATRIX TEMPLATE

This matrix template differentiates between impact criteria and urgency criteria of a project. 2 Pages (10-178)

PROJECT ASSESSMENT TEMPLATE

The following is a template guideline for an initial risk assessment to utilize with the core project team before the larger project team is involved. It provides an early assessment of where top issues are and an opportunity to review them with the sponsor before fully launching the project. 4 Pages (10-436)

PROJECT CLASSIFICATION WORKSHEET

Project management tasks are summarized according to size, scale, risk, status, and impact in this template. 2 Pages (10-026)

PROJECT DECISION ANALYSIS

This methodology is recommended to be used with all projects requiring decision analysis where an upgraded solution is being considered. 5 Pages (10-235)

PROJECT PRIORITIZATION

Members share strategies for prioritizing and managing IT and Business Projects during this September 2012 WebForum. 27 Pages (NV697)

PROJECT PRIORITY SCORING TEMPLATE

Prioritization scores are numeric values independent of other projects. This template provides instructions and a scoring template for strategic goals. 3 Pages (10-934)

PROJECT SCORING WORKSHEET

Cost savings, urgency, and other benefits are scored alongside costs for each project. 5 Pages (10-945)

REQUIREMENTS GUIDELINE

To assist with the discovery process, use the following questions and guide for gathering of requirements. 3 Pages (10-710)

STAKEHOLDER ANALYSIS

This template provides an overview of stakeholder analysis as well as pre- and post-demonstration interview questions. 2 Pages (10-240)

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5

Pricing Template

PROJECT FORECASTING REPORT

This report template defines metrics of scheduling, cost, resources and other aspects of a project. 2 Pages (10-709)

WORK REQUEST RESOURCE ESTIMATE

This template outlines projected costs and resources needed for completion of a project. 2 Pages (10-1146)

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6

Project Planning

CREATIVITY SESSION OUTLINE

This slide presentation provides ideas and sample agenda for any brainstorming session a planning committee might have for upcoming projects. 8 Pages (10-708)

DELIVERABLE ACCEPTANCE FORM & SCOPE STATEMENT

The form provides documentation for project deliverables acceptance. The Scope Statement describes the project's deliverables and documents what the project will not deliver. 5 Pages (10-356)

DEVELOPING IMPLEMENTATION PLAN

A guide to the development of an implementation and transition plan that includes a plan template. 3 Pages (10-884)

DEVELOPING THE PROJECT STATUS REPORT

This document provides ideas on how to develop a project status report and includes a report template. 5 Pages (10-882)

IDENTIFYING INITIATION RISKS

This paper is to identify risks that could negatively affect project progress and to describe mitigation actions. 3 Pages (10-880)

IT PROJECT PLAN BUNDLE

This group of documents includes examples of a project plan request form, FAQ, deliverable methodology, and risk assessment. 7 Pages (10-1265)

IT PROJECT PROPOSAL DEVELOPMENT

The process of completing the Information Technology Project Proposal (ITPP) template helps project initiators envision the project goals and answer questions. Also included is an ITPP proposal form. 5 Pages (10-873)

IT STRATEGIC PLAN

Use this strategic plan as a guide through the complex issues and challenges that are part of effectively managing IT. 12 Pages (10-194)

IT STRATEGIES FOR OPTIMIZING VALUE

Ideas and goals for long-range business plans and modernization are outlined in this presentation, which was given by a financial industry CIO at the 2010 NOREX International Roundtable. 15 Pages (10-140)

PM TEAM DUTIES/RESPONSIBILITIES

This document defines the members of the Project Management (PM) team by title, role and responsibilities. 8 Pages (10-886)

PMO MINI PROJECT SHEET

This snapshot is of a mini Project Management Office (PMO) project. 3 Pages (10-139)

PRE-IMPLEMENTATION CHECKLIST

When applied to any planned project, this checklist can help the overall management of the project including workflow, testing, budget, data conversion, and more. 5 Pages (10-684)

PROJECT CHARTER & SCOPE STATEMENT

This template is an outline of project background, goals work breakdown, and more. 14 Pages (10-825)

PROJECT CHARTER DEVELOPMENT

This template develops a document that defines the purpose of the project and the project conditions, team organization, and references. The charter defines preliminary scope & objectives. 8 Pages (10-876)

PROJECT CHARTER SAMPLE

This sample project charter will help organize your staffing, timeline, and objectives. 15 Pages (10-1019)

PROJECT CHARTER TEMPLATE

A concise organization of various aspects of a project charter. 2 Pages (10-1021)

PROJECT CHARTER TEMPLATE

This is an easy-to-follow charter template that can be adapted to your own project. 10 Pages (10-812)

PROJECT CHARTER TEMPLATE

A detailed format for describing the scope, goals, and objectives of your project. 6 Pages (10-757)

7

PROJECT CHARTER TEMPLATE

This more detailed template provides room to describe business goals, context, objective, scope, stakeholders, and more. 6 Pages (10-182)

PROJECT CHARTER

The overview, goals, and expectations of a project are laid out in this charter. 10 Pages (10-1305)

PROJECT CHARTER

This document is a template for the creation of your own project charter. 7 Pages (10-716)

PROJECT CHARTER

This document provides authority to establish the project and secures commitment for the resources required to complete the initiation of the project. 3 Pages (10-348)

PROJECT DESIGN SPECIFICATION TEMPLATE

This document provides an outline of abstract, background, project objective, and functional design requirements for an upcoming project. 5 Pages (10-236)

PROJECT INITIATION CHECKLIST

This phase marks the beginning of the project or phase and formally authorizes the project. 1 Page (10-878)

PROJECT INITIATION CHECKLIST

This template provides questions about a project's organization, definition, risk, & estimate to help determine readiness for the project. 3 Pages (10-717)

PROJECT INITIATION TEMPLATE

This workbook provides required IT project documents that give a level of data for the leadership team to present to the steering committee. 6 Pages (10-1024)

PROJECT KICKOFF MEETING AGENDA AND ROSTER

This template may be used to log project issues key to organizers and stakeholders. The roster is used to identify team members, their roles and responsibilities, and their contact information. 6 Pages (10-342)

PROJECT MANAGEMENT CHARTER

Following is a template for a department of IT project management charter. 2 Pages (10-1029)

PROJECT QUALITY & TESTING

This approach statement defines the aspect of the project and provides information on its objectives and scope. 7 Pages (10-688)

PROJECT QUALITY PLAN

This is a template planning the quality management of a project. 9 Pages (10-718)

PROJECT SCHEDULE TEMPLATE

This template is used to depict a representation of work that will be accomplished during a project. 2 Pages (10-350)

PROJECT SCOPE STATEMENT

This is a template for project description and objectives to be outlined. 4 Pages (10-1147)

PROJECT VISION/SCOPE TEMPLATE

Business objectives, success criteria, vision statement, goals and risks are outlined in this template. 3 Pages (10-179)

RESOURCE ACQUISITION WORKSHEET

This document outlines the anticipated resource requirements including human and material resources for the project. 2 Pages (10-355)

SAMPLE CHARTER/SCOPE STATEMENT

The scope statement forms the basis of agreement on a project charter. This template provides an outline for creating your scope statement. 4 Pages (10-1020)

SCOPE CHANGE TEMPLATES

This worksheet includes templates for scope change requests, impact assessments, and cost assessments, as well as a change log. 4 Pages (10-727)

SCOPE/SIZE REQUIREMENTS WORKSHEET

This document describes the requirements for a project's scope, size, business need, funding, application, and more. 13 Pages (10-1148)

STRATEGIC MISSION SUPPORT ANALYSIS

This document is a template providing a basic format for outlining your project. 2 Pages (10-969)

8

WORK PLAN DEVELOPMENT

This worksheet includes estimating factors for development of a work plan, categorized by simple, medium, and complex. 4 Pages (10-655)

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9

Methodology

AGILE PROJECT MANAGEMENT

This template describes & breaks down the project management process from responsibility assignment to burn down. 10 Pages (10-1010)

ISSUES MANAGEMENT LOG

The issue management log records and tracks issues identified during project execution. 2 Pages (10-726)

IT PORTFOLIO MANAGEMENT PROCEDURES SOP

This SOP will establish procedures for management of Information Technology projects portfolio. (Also see IT Project Management SOP, NORCON 47-754 and Governance & Portfolio Management, NORCON 47-755.) 7 Pages (47-756)

IT PROJECT INITIATION PROCESS

Projects which undergo this process will have the added benefit of a proper understanding of scope, budget, timeline, and regulatory compliance. Also see Requestor Actions (10-177A), Planning (10-177B) and Executive (10-177C). 5 Pages (10-177)

IT PROJECT MANAGEMENT SOP

This SOP is to provide a reusable, scalable project management methodology for IT projects & achieve compliance with applicable laws. (Also see Governance & Portfolio Management, NORCON 47-755 and IT Portfolio Management Procedures SOP, NORCON 47-756.) 36 Pages (47-754)

ITIL TO ITSM PRESENTATION

This presentation reflects the company's focus on ITIL and ITSM. 19 Pages (10-1054)

PROJECT CHANGE MANAGEMENT

A defined Project Change Management (PCM) process that can integrate required changes with minimal disruption to ongoing operations or related projects. 9 Pages (10-885)

PROJECT COMMUNICATION PLAN

This template is a format by which to construct your communication process for a project. 4 Pages (10-713)

PROJECT EVALUATION

This evaluation is designed for the entire project management process. 2 Pages (10-1031)

PROJECT LIFE CYCLE

This document includes a chart displaying phases of a project management life cycle. 2 Pages (10-715)

PROJECT MANAGEMENT FRAMEWORK

This document establishes the foundation for performing all project management functions and producing critical deliverables. 3 Pages (10-358)

PROJECT MANAGEMENT LIFE CYCLE

This document is a guide to the process of managing a project, from initiating, planning, executing, and monitoring to closing. 6 Pages (10-552)

PROJECT MANAGEMENT METHODOLOGY

This handbook aids a project management team in effectively developing and controlling a project management document or process. This document was used with permission. 269 Pages (10-109)

PROJECT PLAN TEMPLATE

This template is used to describe the strategic, tactical, and/or operational objectives addressed by the proposed project. 4 Pages (10-881)

PROJECT PLAN

This plan acts as communication vehicle of project information. It is comprised of the Project Charter, Scope Statement, Project Schedule, Preliminary Budget, Risk Management Worksheet and Communication Plan. 3 Pages (10-349)

PROJECT PROCESS

This document includes a formal charter and a charterless project process. 2 Pages (10-1221)

10

PROJECT TEAM MEETING AGENDA & DEVELOPMENT PLAN

This document provides a process to ensure that the project team members have the appropriate levels of skill and knowledge to perform their assigned project tasks and activities, and provides an agenda for all meetings between members of the project team. 5 Pages (10-346)

PROJECTS ROADMAP

The attached chart shows a general identity & access management roadmap. 1 Page (10-968)

QUALITY MANAGEMENT PLAN

Specific quality assurance activities are defined and documented in this document. 2 Pages (10-360)

ROLES & RESPONSIBILITIES MATRIX

The purpose of this matrix is to assign departments or individuals to activity categories, define role responsibilities, and define relationships between groups. 2 Pages (10-728)

ROOT CAUSE ANALYSIS OVERVIEW

This presentation provides a description of the applicability, benefits, and common pitfalls of a root cause analysis. 5 Pages (10-523)

ROOT CAUSE ANALYSIS

Root Cause Analysis is an analysis philosophy that underlines a number of techniques for determining actual drivers or causes of process inefficiencies. 9 Pages (10-524)

SYSTEM DEVELOPMENT LIFE CYCLE TEMPLATE

The System Development Life Cycle (SDLC) provides the reader with an overview of the processes used by the Project Management Office to initiate, fund, monitor and manage projects. 56 Pages (10-826)

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11

Governance

APPLICATION MANAGEMENT OVERVIEW

This overview is a transition to work management and includes common distribution of roles for program and project management. 15 Pages (46-879)

COMMUNICATION PLAN

This document describes the means by which project communications will occur and defines how often information will be disseminated. 2 Pages (10-361)

COMMUNICATIONS MANAGEMENT PLAN

This document describes the means by which project communications shall occur and be managed. 6 Pages (10-877)

EMPLOYEE PROJECT CHARTER

This charter will simplify the process of gathering, organizing, and managing employees' and positions' information. 11 Pages (10-550)

ESTABLISHING PROJECT TEAM

This template provides guidance on creating your project team and a team directory to record it. 4 Pages (10-879)

GO-LIVE PLAN

The purpose of this approach statement is to define this aspect of the Project and state how it will be managed. 4 Pages (10-687)

GOVERNANCE & PORTFOLIO MANAGEMENT

This document provides the framework for governance & portfolio management policies & procedures. (Also see IT Project Management SOP, NORCON 47-754 and IT Portfolio Management Procedures SOP, NORCON 47-756.) 16 Pages (47-755)

IMPLEMENTATION & TRANSITION PLAN

This paper documents the plan for implementation of the project deliverables and transition to their effective use. 3 Pages (10-362)

IT ADVISORY PROJECT GUIDELINES

A flow chart is combined with an Advisory Committee scope statement to provide documentation of the chain of events for a project. (See NORCONs 47-653 through 47-656.) 2 Pages (47-653)

MINOR PROJECT TEMPLATE

The project workbook allows you to easily track & monitor project activities. Any worksheets can be broken out into separate documents. 8 Pages (10-1222)

ORGANIZATIONAL CHANGE PLAN

This form can be used to document and plan for those changes to ensure an organization is prepared to accept the changes and utilize the product(s) delivered. 2 Pages (10-352)

PM INTEGRATED DELIVERY PROCESS

A chart showing the integrated delivery process involved in the Project Management (PM) life cycle. 1 Page (10-714)

PROJECT MANAGEMENT POLICY

The purpose of this policy is to ensure defined project management procedures and templates are used. 3 Pages (10-641)

PROJECT REQUIREMENT REVIEW DEFINITIONS

The following documentation definitions serve as a guideline to reference if there is a template available and what the document should generally contain. 7 Pages (10-238)

PROJECT REQUIREMENTS ASSESSMENT

This review assessment is helpful for use with projects to assess documentation and reporting requirements based on the nature, risk, impact and/or duration of the project. 1 Page (10-237)

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12

Testing

RISK ASSESSMENT GUIDE

This document defines what projects require a risk assessment and how to make this determination. 2 Pages (10-241)

RISK MANAGEMENT WORKSHEET

This template identifies potential risks to the project so that early planning can mitigate their effects. 2 Pages (10-357)

TEST PLAN DOCUMENT GUIDELINES

This document is a template and provides a basic outline with which to prepare your own test plan document. 9 Pages (10-239

TEST PLAN TEMPLATE

This template provides a format to create your own test plan for the project you are undertaking. 5 Pages (10-685)

TEST PROGRESS REPORT TEMPLATE

This report template provides a way to track progress on testing projects. 2 Pages (10-686)

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13

Project Tracking

EXPENSE TRACKING FORM

This worksheet includes a simplified formula for tacking basic business expenses. 1 Page (10-566)

KICKOFF MEETING AGENDA TEMPLATE

This paper is a general template for a project's kickoff meeting agenda. 1 Page (10-711)

KICKOFF MEETING OUTCOMES

This documents all outcomes of the Project Kickoff Meeting. 3 Pages (10-344)

MEETING AGENDA TEMPLATE

An outline for recording meeting goals, agenda, attendees, and action items. Also includes a minutes template. 2 Pages (10-712)

MEETING MINUTES TEMPLATE

This template records attendees, key decisions, and action items from a project meeting. 1 Page (10-883)

MILESTONE SUMMARY REPORT

This presentation is a template providing overview, deliverables, scope, budget, schedule reviews as well as future milestone steps. 9 Pages (10-723)

OUTLINING PROJECT STATUS

Summary, progress, and attention areas are just some of the topics delivered in this project status template. 10 Pages (10-720)

PHASE COMPLETION FORM

This form documents the formal completion of the respective project phase. 2 Pages (10-363)

PRE- & POST-IMPLEMENTATION REVIEWS

Administration, data conversion, testing, change control, training, security, go-live readiness, and SOX are all outlined in this review template. 4 Pages (10-683)

PROCESS DEVIATION PLAN

This form is for the permission to deviate from a preapproved process or step in a process in a PMO (Project Management Office) environment. 1 Page (10-142)

PROJECT MANAGEMENT & CONTROL

This document serves to monitor and control the project in order to meet the project's objectives and produce the project's deliverables. 4 Pages (10-842)

PROJECT MANAGEMENT SCHEDULE DASHBOARD

This scheduling document rates projects' stage of completion, goals, and current activity. 2 Pages (10-025)

PROJECT PERFORMANCE TRACKER

Estimated versus actual days/hours by project are displayed on bar graphs, and a project time performance tracking chart is provided in this worksheet. 3 Pages (10-053)

PROJECT PHASE KICKOFF AGENDA

Each project phase is launched to reiterate the project objectives; review previous phase deliverables; discuss the goals of the current phase; discuss any changes; and review risks and issues. 3 Pages (10-343)

PROJECT PHASES

IT Project Phases are shown step-by-step in this illustration. 1 Page (10-1164)

PROJECT STARTUP AND CLOSEOUT

This table provides a checklist for project artifacts such as initiation, planning, and execution. 1 Page (10-814)

PROJECT STATUS DASHBOARD

This screen shot covers the project status by queue. 1 Page (10-108)

PROJECT STATUS REPORT GUIDANCE NOTES

This document provides a guide for the purpose and necessity for a Project Status Report, as well as how it should be outlined, what should be included, and more. (Also see Project Status Report, NORCON 10-027.) 33 Pages (10-028)

PROJECT STATUS REPORT TEMPLATE

This weekly project team status report lists major accomplishments, deliverables/activities planned, milestones, & more. 6 Pages (10-180)

14

PROJECT STATUS REPORT TEMPLATE

This template provides a full summary, key milestones & deliverables, and financial & change history. (Also see Project Status Report Guidance Notes, NORCON 10-028.) 5 Pages (10-027)

PROJECT STATUS REPORT

The Project Status Report is a document that project managers may use as a means of formal regular reporting on the status of a project. This document provides a template for such a report. 7 Pages (10-719)

PROJECT STATUS REPORT

This template is an example of some communication plans for current and future projects. 2 Pages (10-521)

PROJECT STATUS REPORT

The Project Status Report provides a brief snapshot of the project's progress, accomplishments, next steps, and any outstanding issues or actions. 5 Pages (10-359)

PROJECT STATUS REPORT

This worksheet is a template for recording a project's status assessment regarding budget, software, services, scope and risk. 3 Pages (10-149)

PROJECT TEMPLATE

This project workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. 25 Pages (10-1165)

PROJECT TRACKER TEMPLATE

This presentation is a template for tracking key milestones, program contributions and risk/scope creep for a project. 1 Page (10-223)

PROJECT TRANSITION WORKSHEET

This sample project transition worksheet provides a simple way to log important details on a project. 1 Page (10-245)

TEAM LEADERS MEETING AGENDA

This template provides an outline for all meetings between project team leaders. 3 Pages (10-345)

WEEKLY PROJECT DEMAND

Project details can be listed and forecasted here and assigned to a timeline for go-live date. 1 Page (10-1205)

WEEKLY PROJECT STATUS

This template confirms activities planned, accomplished, milestones & risk log. 2 Pages (10-722)

WEEKLY PROJECT SUMMARY

This worksheet includes a summary of projects color-coded according to schedule, scope, budget, resources and quality. 2 Pages (10-050)

WORK BREAKDOWN SCHEDULE

This template is designed to list work items, what types of resources & storage are required for the work, but not when the work will be completed or who will complete it. 3 Pages (10-729)

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15

Project Change Tracking

CHANGE CONTROL & ISSUES LOGS

The Change Control Log documents all requested changes to the project, and the outcome of the request. The Issue Log describes the information captured for each issue and how it will be tracked throughout the project. 4 Pages (10-354)

CHANGE CONTROL PROCESS

This template is used to define the change control process. 3 Pages (10-353)

PROJECT CHANGE REQUEST FORM

This document is a template for use when processing a change for project management. 3 Pages (10-1145)

PROJECT CHANGE REQUEST

A change request is used to document the potential impact of a change, and is used to determine if the change should be accepted or rejected. 3 Pages (10-351)

PROJECT CHANGE TEMPLATE

This template can be used to describe an upcoming project change. 1 Page (10-756)

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16

Project Closeout

CLOSEOUT REPORT TEMPLATE

The report assesses the success of the project, identifies best practices for future projects, and formally closes the project. 6 Pages (10-847)

INTERNAL IT SYSTEM AUDITS & TESTS

Periodic audits and tests will be performed to detect security violations, performance problems or application flaws. 2 Pages (10-843)

JOB AID (LESSONS-LEARNED APPROACH)

This job aid provides guidelines for organizing and conducting a project review, or lessons-learned session. 12 Pages (10-525)

LESSONS LEARNED MEETING AGENDA

Use this template to document the results of the project in order to provide a thorough review of the lessons and aid future projects. 3 Pages (10-365)

LESSONS LEARNED SURVEY

The feedback received from the survey can help point to the topics that should be addressed in a Lessons Learned meeting. 3 Pages (10-366)

LESSONS-LEARNED RECORD

A template for recording information learned from project, technology, and resource management projects. 3 Pages (10-724)

POST IMPLEMENTATION REPORT

The purpose of the Post-Implementation Report is to compile and summarize the results of various analyses and lessons learned into a single document. 3 Pages (10-364)

PROJECT CLOSEOUT REPORT & REVIEW

This document outlines goals and objectives. 9 Pages (10-1023)

PROJECT CLOSEOUT

This template includes several helpful checklists for the proper closeout of a project. 5 Pages (10-813)

PROJECT CLOSURE REPORT

The Project Closure Report is the final document produced for the project and is used by management to assess the success of the project, identify best practices for future projects, resolve all open issues, and formally close the project. 14 Pages (10-551)

PROJECT COMPLETION REPORT

This report template suggests ways to analyze the turnout of a project. 8 Pages (10-1022)

PROJECT POST-MORTEM SUMMARY

This presentation provides an outline for documenting the results of a project including its successes and failures, in areas such as cost, research & development, procedures, etc. 20 Pages (10-725)

PROJECT SUMMARY

A Project Summary is used for a project that has high complexity bus does not require a Project Charter and Business Case. 2 Pages (10-1304)

PROJECT SUMMARY TEMPLATE

The following provides a guide for documenting the summary of a project. 2 Pages (10-1030)

PROJECT SUMMARY TEMPLATE

This project management template provides an outline of items and procedures for a project. 3 Pages (10-181)

PROJECT SUMMARY WORKSHEET

This worksheet is useful when presenting a project to an executive or steering committee. 6 Pages (10-110)

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17

Training

eLEARNING PROCESS

This presentation includes instructions for the eLearning process from initiation through development and implementation, and also includes an eLearning flowchart for visualization of this process. 2 Pages (10-950)

eLEARNING WORKPLAN TEMPLATE

Broken out by phase, this template provides a starting point for many portions of the eLearning development process. 2 Pages (10-951)

PROJECT MANAGEMENT CAREER TIPS

Following are some tips on getting started in Project Management by locating useful resources. 2 Pages (10-730)

PROJECT MANAGEMENT FIELD GUIDE

This copyrighted document provides processes and templates to ensure successful project execution. The document was provided with full permission from the author(s). 93 Pages (10-306)

PROJECT WORKPLAN TRAINING

The project workplan is a detailed outline of the methodology to be used in a project, including interim and final deliverables and the necessary actions to achieve them. 26 Pages (10-654)

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18

RFPs and Specific Project Plans

A808 FMS UPGRADE AGREEMENT

This document describes terms of agreement for the technical and configurations of an A808 FMS upgrade project. 2 Pages (10-790)

INFORMATION SECURITY IMPLEMENTATION

The training shall consist of basic computer security, security planning and management, computer security policy and procedures, contingency planning and systems life cycle management. 2 Pages (10-824)

ITS UPGRADE PLAN

This includes an ITS upgrade plan and timeline for applications, telecom, infrastructure, etc. 7 Pages (10-136)

PM VENDOR TEMPLATE

This template for Decision Analysis & Resolution (DAR) can be used to help select a vendor for project management. 4 Pages (10-735)

PROJECT MANAGEMENT OFFICE PROPOSAL

Objectives, measures of success, verification, purpose, outcome, and schedule are defined in this proposal. 5 Pages (10-660)

RFP: PROJECT MANAGEMENT TOOLS

This Request For Proposal is for packaged software which could support project management. This copyrighted document has been used with permission. 30 Pages (58-330)

VENDOR REQUEST FORM

This form is suitable for requesting vendors for the upgrade of software. 1 Page (10-244)

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19

Project Management Discussions

AGILE DEVELOPMENT

Members discuss the pros and cons of using the Agile development methodology during this May 2011 WebForum. Topics include migration from Waterfall development, Scrum team issues, training and project management tool recommendations. 32 Pages (NV863)

ENTERPRISE PROJECT MANAGEMENT

Members share strategies for promoting and implementing EPM within their organizations during this January 2012 session. EPM and PMO tools are also discussed. 24 Pages (NV910)

GOVERNMENT - PROJECT MANAGEMENT

NOREX Government members discuss Project Management products being used, PMBOK, and various PM processes during this March 2013 WebForum. 23 Pages (GSP078)

GOVERNMENT - PROJECT MANAGEMENT

Members from state, provincial and local government agencies discuss project management methodologies and tools during this July 2012 session. 17 Pages (GSP074)

GOVERNMENT - PROJECT MANAGEMENT

Members from state, provincial, city and county government organizations discuss project management methodologies and tools during this January 2011 WebForum. 22 Pages (GSP059)

GOVERNMENT - PROJECT MANAGEMENT

Members from government agencies discuss Project Management issues during this July 2010 session. Topics include project governance, prioritization, software tools, training, certification, metrics, etc. 22 Pages (GSP054)

INTERFACE ASSESSMENT TEMPLATE

An interface assessment determines what hardware systems, software applications and support/user processes may be impacted by a project implementation. 2 Pages (10-242)

PROJECT MANAGEMENT

Over sixty members discuss project management processes and methodologies during this January 2013 WebForum. The satisfaction and experiences with tools and product solutions are shared along with participation in a variety of PM polls. 23 Pages (NV999)

PROJECT MANAGEMENT

Members share Project Management strategies, techniques, tools used and more in this October 2012 session. 22 Pages (NV981)

PROJECT MANAGEMENT

Members discuss project management methodologies and tools during this March 2012 session. 24 Pages (NV924)

PROJECT MANAGEMENT

Members discuss project management organizational issues and software tools during this September 2011 session. 24 Pages (NV892)

PROJECT MANAGEMENT

Member organizations discuss a variety of project management strategies, products and processes during this February 2011 WebForum. 16 Pages (NV840)

PROJECT MANAGEMENT

Project prioritization, business case development, frameworks, tools and best practices. Members discuss a wide variety project management issues during this September 2010 WebForum. Member polls, product links and new member contributed documents are included. 23 Pages (NV807)

PROJECT MANAGEMENT OFFICE

A wide range of PMO issues are discussed by member organizations during this July 2010 WebForum. Four member polls are included. 20 Pages (NV796)

PROJECT MANAGEMENT OFFICE (PMO)

Members share PMO experiences and best practices during this May 2011 WebForum. 18 Pages (NV862)

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20

Project Management Poll

NOREX QUICK POLL RESULTS - PROJECT MANAGEMENT 2012

NOREX conducted a poll in May 2012 to identify pertinent information regarding project management for 2012. 204 participants addressed the following areas: project management methodology, PMO, processes, certification, state of budgets, project evaluation, project control, tools/system, and common cause of failed projects. 9 Pages (NV942)

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21

Staffing IT/IS PROJECT MANAGEMENT DIRECTOR

Job description. 1 Page (10-1107)

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©Copyright 2014, by NOREX, Inc. 5505 Cottonwood Lane Prior Lake, MN 55372 ~ NOREX and its members shall not be held liable for any statements or interpretations contained within the documents.