YOUR LOGO

PROJECT NAME

AUTHOR

DATE

Version 0.0.0

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Project Responsibilities	3

Stakeholder Analysis	4

Milestone Chart	5

Milestone Report	6

Revision Form	7

Risk Log	8

Business Case Form	9

Project Definition Form	10

Progress Report	12

Change Control Form	13

Change Control Log	14

Activities Analysis	15

Project Management Checklist	16

PROJECT RESPONSIBILITIES

PERSONNEL NAME
TASKS / ACTIVITIES	Team Member 1	Team Member 2	Team Member 3	Team Member 4	Team Member 5

STAKEHOLDER ANALYSIS

STAKEHOLDER	INTEREST / REQUIREMENT FROM PROJECT	REQUIREMENT FROM STAKEHOLDER	PERCEIVED ATTITUDES	PERCEIVED RISKS	REQUIRED ACTIONS

MILESTONE CHART

MILESTONE	OWNER	TIME (days, weeks, months, etc.)

MILESTONE REPORT

MILESTONE:

DATE OF MILESTONE MTG/DISCUSSION:

DELIVERABLES	DUE DATE	IMPACT (high, medium, low)	ACTION PLAN

MILESTONE:

DATE OF MILESTONE MTG/DISCUSSION:

DELIVERABLES	DUE DATE	IMPACT (high, medium, low)	ACTION PLAN

REVISION REPORT

ACTIVITY	DESCRIPTION	DUE DATE	REASON FOR REVISION	EFFECT ON PROJECT

PROJECT SPONSOR:	PROJECT MANAGER:

SIGNED:	DATE:

ACTIVITY	DESCRIPTION	DUE DATE	REASON FOR REVISION	EFFECT ON PROJECT

PROJECT SPONSOR:	PROJECT MANAGER:

SIGNED:	DATE:

RISK ANALYSIS

RISK DESCRIPTION	LIKELIHOOD (high, medium, low)	IMPACT (high, medium, low)	ACTION REQUIRED	OWNER

BUSINESS CASE FORM

BRIEF PROJECT BACKGROUND
GENERAL AIMS
INITIAL RISKS
EXPECTED OUTCOMES
PROJECT BENEFITS
COST ESTIMATES
TIME ESTIMATES

PROJECT SPONSOR:	PROJECT MANAGER:

SIGNED:	DATE:

PROJECT DEFINITION FORM

PROJECT TITLE	PROJECT SPONSOR
CORPORATE AGENDA & LINK TO DOC
PROJECT BACKGROUND
PROJECT BENEFITS
PROJECT OBJECTIVES
PROJECT DELIVERABLES
PROJECT TO INCLUDE
PROJECT NOT TO INCLUDE
MEASURABLE CRITERIA FOR SUCCESS
CONSTRAINTS
KEY ASSUMPTIONS
PROJECT MANAGER	NAME & ROLE RESPONSIBLITIES
PROJECT SPONSOR	NAME & ROLE RESPONSIBLITIES

BOARD / STEERING GROUP MEMBER	ROLE	TEAM MEMBER	ROLE

BUDGET
RESOURCE COSTS	OTHER COSTS
TOTAL COSTS
LOCATION OF BUDGET DOCUMENT OR ATTACHMENT

START DATE	COMPLETION DATE
PROJECT MANAGER SIGNATURE	DATE
SPONSOR SIGNATURE	DATE

PROGRESS REPORT

PROJECT NAME	PROJECT MANAGER	PROJECT SPONSOR
DATE PREPARED	REPORTING PERIOD	PROJECT START DATE
PREPARED BY	PROJECT STATUS	PROJECT END DATE
PROJECT DESCRIPTION
KEY DELIVERABLES COMPLETED THIS PERIOD	DELIVERABLES OUTSTANDING	DELIVERY DATE	DELIVERABLES FOR NEXT PERIOD	DELIVERY DATE
RISK MANAGEMENT	ISSUE MANAGEMENT	CHANGE MANAGEMENT
ID NO.	RISK	ACTION / STATUS	ID NO.	ISSUE	ACTION / STATUS	ID NO.	DESCRIPTION	ACTION / STATUS

FINANCIAL STATEMENT
CAPITAL	REVENUE	EXTERNAL
Source	Budget	Actual	Remain	Forecast	Source	Budget	Actual	Remain	Forecast	Source	Budget	Actual	Remain	Forecast

CHANGE CONTROL FORM

PROJECT TITLE	PROJECT SPONSOR
CHANGE REQUEST
ORIGINATOR NAME	DATE OF REQUEST
ORIGINATOR CONTACT INFO	CHANGE ID NO.
ITEMS TO BE CHANGED	ARGUMENT REFERENCE(S)
CHANGE DESCRIPTION	ESTIMATED FINANCIAL IMPACT
ESTIMATED TIMELINE IMPACT	PRIORITY / CONSTRAINTS
CHANGE EVALUATION
ASPECTS AFFECTED	WORK REQUIRED
RELATED REQUESTS	DATE EVALUATED
EVALUATOR NAME	EVALUATOR SIGNATURE
CHANGE APPROVAL
ACCEPTED - REJECTED - HOLD	DATE APPROVED
APPROVED BY	SIGNATURE
COMMENTS
CHANGE IMPLEMENTATION
ASSET	IMPLEMENTER
DATE EXECUTED	SIGNATURE

CHANGE CONTROL LOG

CHANGE ID NO.	AUTHORIZER	CHANGE DESCRIPTION	DATE EVALUATED	DATE EVALUATED	DATE APPROVED	DATE EXECUTED

ACTIVITIES ANALYSIS

ACTIVITY	PLANNED TIME	ACTUAL TIME	DIFFERENCE	PLANNED COST	ACTUAL COST	DIFFERENCE

PROJECT MANAGEMENT CHECKLIST STATUS: N=Not Yet Started • P=In Progress • C=Complete

ACTIVITY	COMMENTS	STATUS: N • P • C
SET UP / INITIATION
Business Case
Options Appraisal (if necessary)
Project in line with Strategic Plan
Project Plan approved by sponsor / board
SET UP / DEFINITION
Project Definition Form complete
Roles defined and documented
Clear levels of authority defined
Stakeholder Analysis approved
Risks assessed with monitor system created
Project Review procedure developed
Team selected and evaluated for project needs
DELIVERY PLANNING
Work Breakdown created
Evaluate estimates for accuracy
Milestone or Gantt Chart developed
Budget developed and reviewed
Critical Path identified
Communications Plan developed
Risk Analysis Plan for duration of project
Measurements for Success developed
DELIVERY EXECUTION
Control Type identified
Project Reporting process defined
Change Management process defined
Planned vs. Actual Schedule developed
Tolerance Figures set
Variation Flagging process defined
PROJECT COMPLETION AND REVIEW
Project Review process defined
Project Success monitoring
Case for abandoning project (if necessary)
Project Completion Reports produced and distributed