Project Reports

PM templates address the needs of each phase of your project, across each project management discipline. These economical tools have been developed, tested and proven in the program management of projects ranging from small to large value. These templates are now made available to promote excellent project management practices across the industry.

Fin-wiser Advisory’s PM templates address the needs of each phase of your project, across each project management discipline. These economical tools have been developed, tested and proven in the program management of projects ranging from small to large value. These templates are now made available to promote excellent project management practices across the industry. Your time is very precious to spend hours surfing the Internet or building your own project management documents from scratch. With the power of our PM Suite, you’ll get professional, high-quality results at a fraction of the time and very reasonable cost. This suite is available in the following five phases. 1. Initiating (4 Templates) 2. Planning (34 Templates) 3. Executing (9 Templates) 4. Monitoring (5 Templates) 5. Closing (4 Templates) PHASE 1: PROJECT INITIATION This is the beginning of any project, and the goal of this phase is to define the project charter, business needs, business case and identify stakeholders. 1.01_Project_Charter 1.02_Stakeholder_Register 1.03_Stakeholder_Analysis_Matrix 1.04_Stakeholder_Management_Strategy PHASE 2: PLANNING During this phase, the scope of the project is defined and a project management plan is developed. It involves identifying the cost, quality, available resources, and a realistic timetable. The project plans also include establishing baselines or performance measures. These are generated using the scope, schedule and cost of a project. A baseline is essential to determine if a project is on track. 2.01_Requirements_Documentation 2.02_Requirements_Traceability_Matrix 2.03_Project_Scope_Statement 2.04_Assumption_and_Constraint_Log 2.05_WBS_Diagram 2.06_WBS_Dictionary 2.07_Activity_List 2.08_Activity_Attributes 2.9_Milestone_List 2.10_Network_Diagram 2.11_Activity_Resource_Requirements 2.12_Resource_Breakdown_Structure_Outline 2.13_Duration_Estimating_Worksheet 2.14_Activity_Cost_Estimates 2.15_Cost_Estimating_Worksheet 2.16_Bottom_Up_Cost_Estimating_Worksheet 2.17_Cost_Performance_Baseline_example 2.18_Quality_Management_Plan 2.19_Quality_Metrics 2.20_Process_Improvement_Plan 2.21_Responsibility_Assignment_Matrix 2.22_Roles_and_Responsibilities 2.23_Human_Resource_Plan 2.24_Communications_Management_Plan 2.25_Risk_Management_Plan 2.26_Risk_Register 2.27_Probability_and_Impact_Assessment 2.28_Probability_and_Impact_Matrix 2.29_Risk_Data_Sheet 2.30_Procurement_Management_Plan 2.31_Source_Selection_Criteria 2.32_Project_Management_Plan 2.33_Configuration_Management_Plan 2.34_Change_Management_Plan PHASE 3: EXECUTING PHASE A lot of action, delivery takes place in this phase. Status reports and meetings, development updates, and performance reports are some of the key deliverable. 3.01_Team_Member_Status_Report 3.02_Change_Request 3.03_Change_Log 3.04_Decision_Log 3.05_Team_Directory 3.06_Team_Operating_Agreement 3.07_Team_Performance_Assessment 3.08_Team_Member_Performance_Assessment 3.09_Issue_Log PHASE 4: Monitoring This phase is about measuring project progression and performance and ensuring that everything happening aligns with the overall objective and plan. Project managers will use key performance indicators (KPIs) to determine if the project is on track. 4.01_Project_Performance_Report 4.02_Variance_Analysis 4.03_Earned_Value_Status_Report 4.04_Risk_Audit 4.05_Product_Acceptance PHASE 5: Closing This phase represents the completed project. Contractors hired to work specifically on the project are terminated at this time. Valuable team members are recognized. Once a project is complete, a PM will often hold a meeting – to evaluate what went well in a project and identify project failures. 5.01_Procurement_Audit 5.02_Contract_Close-out 5.03_Project_Close-out 5.04_Lessons_Learned Please feel free to add or change strategic rationales which apply for your project. The word formats are 100% editable and fully usable without restrictions.