ProjectManager.com

APRIL 19, 2024

Get your free Kanban Board Template Use this free Kanban Board Template for Excel to manage your projects better. When to Use Kanban Kanban boards can be used by any organization that needs to manage tasks, workflows, projects or business processes. Because of this, kanban can be applied by a wider variety of teams.

SCRUM 412

SCRUM Manufacturing 2001 Agile 412

ProjectManager.com

APRIL 3, 2024

Order Receiving This is the beginning of the order fulfillment process, which starts when a business receives a purchase order from a customer. The customer could have previously communicated with the vendor through a request for quote (RFQ) , which asks for a quote before submitting a purchase order, but this is not always the case.

Process 377

Process Logistics Manufacturing Transportation 377

ProjectManager.com

JANUARY 24, 2024

You’ll need to create a work schedule if you’re managing a project or business. This work schedule template for Google Sheets allows you to list your employees and indicate their work shifts for every day of the week. Templates are only going to get you so far when it comes to managing your work schedule.

Software Review 333

Software Review Retail Manufacturing Construction 333

ProjectManager.com

DECEMBER 1, 2023

Inventories are a very important tool for business management as they allow companies to track physical assets such as raw materials, supplies and products that are available for sale. This Google Sheets inventory template works for any of those cases, especially for teams that need to collaborate online.

Manufacturing 322

Manufacturing Software Review Logistics Retail 322

ProjectManager.com

FEBRUARY 14, 2024

Then, we’ll explore the different tools that you can use to build a simple Gantt chart and offer some free simple Gantt chart templates to get you started. Simple Gantt Chart Templates Help Project Managers Save Time: The effort of setting up a more dynamic Gantt chart might be unnecessary if your project is relatively simple.

Software Review 343

Software Review Executing Software Planning 343

ProjectManager.com

MARCH 6, 2024

twb), which makes it hard to export data into other software and share files with team members The Best Tableau Gantt Chart Alternative In some cases, creating a Gantt chart in Tableau can be helpful, but it pales in comparison to Gantt chart software. Let’s get started with the process of making a Gantt chart.

Software Review 343

Software Review Construction Artificial Inteligence Software 343

Rebel’s Guide to PM

MARCH 11, 2024

not the checklists and templates you need to implement). You get a mixture of very good, engaging videos with animations (not just a talking head), trainer-led videos, plus checklists, study notes, summaries and templates to download. Then find a quiet space to take the assessments.

Software Review 318

Software Review Technical Review Certification Change Management 318

ProjectManager.com

DECEMBER 28, 2023

Then we’ll throw in some free templates to help with workload analysis. Workload analysis comes into play most with two scenarios: optimizing current business processes and planning new projects. In terms of the former, resource allocation is crucial to keep business processes and operations running smoothly.

Manufacturing 316

Manufacturing Monitoring Estimate Executing 316

ProjectManager.com

NOVEMBER 30, 2023

Information technology (IT) runs most businesses. The importance of having an IT budget is to align technology requirements with an organization’s business strategy. This must align with the larger business needs of internal and external users. It’s hard to imagine a company without an IT department.

Budget 345

Budget Software Review Infrastructure Monitoring 345

Rebel’s Guide to PM

SEPTEMBER 23, 2023

The manual says you will seek approval from the project board for each of these documents, but in reality you’ll probably use PMO tried-and-tested standards and templates and the board members will care very little about how you intend to run the project as long as they trust you.

Prince2 339

Prince2 Initiating PMO 2023 339

ProjectManager.com

JANUARY 17, 2023

Businesses need all the help they can get. These free Word and Excel templates for business will give you an upper hand over the competition. These 15 free Word and Excel templates for business help with everything from cost-benefit analysis to timesheets. The free business template is set up in four quadrants.

Software Review 281

Software Review Budget Retail Executing 281

ProjectManager.com

JANUARY 4, 2023

There can be a lot of stakeholders in any project and managing them requires stakeholder management templates. If you’re not ready for a free trial of the software, we also offer dozens of free project management templates for Excel and Word that can help with every phase of your project. Stakeholder Analysis Template.

Software Review 245

Software Review Risk Management Consulting Monitoring 245

ProjectManager.com

SEPTEMBER 17, 2020

Download this free project plan template to scope out your work and break it down into manageable components; then schedule and assign the tasks needed to complete your project. You can also use this template to manage workloads and tasks as changes occur. Download The Free Project Plan Template: Why You Need a Project Plan Template.

Planning 416

Planning Initiating Executing 2020 416

Rebel’s Guide to PM

OCTOBER 10, 2022

He or she is responsible for the business case. We recommend: Project Management Plan Template. We recommend: Project Status Report Template. A common structure and templates for your reports make the governance element easier because it aids comparison between projects. You have clear reporting.

Governance 427

Governance Government PMO 2016 427

Rebel’s Guide to PM

OCTOBER 7, 2023

It’s hard to know what they are looking for in the Sauce & Spoon case study, so if you’re working through the course, here are some tips as you prepare to submit your capstone assignments. It’s not an agile project management case study but I can tell you that it’s realistic. Should we add a goal around decreasing guest wait time?

Certification 309

Certification Software Review Estimate Risk Management 309

Rebel’s Guide to PM

MAY 7, 2023

OPAs include standard processes, procedures, tools, techniques, templates, and corporate knowledge bases or other resources used to manage projects or operations. Some organizations encourage the team to tailor templates, life cycles, and checklists for the project. Organizational knowledge repositories.

Process 422

Process Technical Review Software Review Influencer 422

Rebel’s Guide to PM

FEBRUARY 5, 2024

This guide is most helpful for developing project budgets for projects that are approved or close to being approved, for example as input to a business case. They are the costs of doing business and are not normally included in project budgets. Step 2: Populate the template Then, populate your numbers with your cost estimates.

Budget 307

Budget Project Cost Estimate Finance 307

ProjectManager.com

MARCH 31, 2023

Initiation: Here’s where you set out the project scope , the goals, the organization of the project, its business case, its constraints, who the stakeholders are, what the risks are, the project controls, the reporting framework, etc. In some cases, you can run reports from your workload management software, too.

Project Life Cycle 403

Project Life Cycle Software Review Monitoring Budget 403

ProjectManager.com

JULY 26, 2023

You can even download a free project initiation document template for Word to help you get started. They can learn everything they need to know about the project in one place such as what it’s about the reason for the project, business justification, risks, how it’s managed and more. What Is a Project Initiation Document (PID)?

Initiating 285

Initiating Software Review Prince2 Risk Management 285

ProjectManager.com

FEBRUARY 3, 2022

If you’re new to project management , a project charter template can set you up to make sure you’re hitting all the major points. We’ve included a free project template charter to help as an example of what a project charter should include. Present a Business Case. Project Charter Template and Example.

Risk Management 510

Risk Management Budget Defining Software Review 510

ProjectManager.com

APRIL 29, 2022

Project Initiation: Project charter, business case, project kickoff meeting agenda. Project Execution: Project status report, lessons learned template, timesheets, change requests, change orders. Project Execution: Project status report, lessons learned template, timesheets, change requests, change orders. Business Case.

Project Life Cycle 363

Project Life Cycle Software Review Infrastructure Risk Management 363

Rebel’s Guide to PM

JULY 18, 2023

This is especially the case when things didn’t go so well! Read next: Using software to find the best lessons learned for your next project 2 lessons learned templates Save time facilitating lessons learned discussions by using templates for an agenda and then the output. Below are links to the two templates I use most often.

PMO 322

PMO Software Review Initiating Finance 322

Rebel’s Guide to PM

NOVEMBER 16, 2023

Examples include: Generating reports Analyzing documents with multiple types of data Summarizing meeting notes Organizing information into company templates Performing calculations. These use cases can be used by professionals at any level of understanding with AI. How can I get started?

ChatGPT 471

ChatGPT Generative AI Artificial Inteligence PMI 471

Rebel’s Guide to PM

OCTOBER 4, 2021

In 2020, AXELOS, the awarding body for the PRINCE2 family of certifications, launched a version specifically aimed at the US market, with relevant vocabulary and case studies. This is all done in an environment of seven themes: business case, organization, quality, plans, risk, change and progress. There are also seven values.

Prince2 422

Prince2 Underperforming Technical Team Certification PMI 422

Rebel’s Guide to PM

MARCH 18, 2021

You might also here artifacts referred to as templates, documents, outputs or deliverables, but in all cases they relate to the work of managing the project, not the thing you are creating as the output of the project. This is not an exhaustive list: Business case Project vision statement Project charter Roadmap.

Logistics 509

Logistics Artificial Inteligence PMI Performance Measurement 509

ProjectManager.com

FEBRUARY 1, 2024

There are custom task templates. Asana vs. Monday shares many big players in the business world as customers. Monday requires less setup than Asana, with more templates, including some for marketing and software development, and customer support. user/month, billed annually Business plan: $24.99/user/month,

Software Review 357

Software Review Software 2024 2008 357

Rebel’s Guide to PM

FEBRUARY 2, 2024

I have a full article on that too, with templates, so be sure to check it out! Use the sample text below as an email template for letting clients know that you will be out of the office for a period of time. Autoresponder email template This is a better email template: I’m on annual leave until Friday 24 July.

Planning 354

Planning Risk Management Process Closing 354

ProjectManager.com

FEBRUARY 2, 2022

You can use project management software , templates or simply a notepad to track decisions. Let’s make up a theoretical case to go through the process. Decision Log Templates. SampleTemplates has over nine different decision log templates for PDF and Word. What Is a Decision Log? Decision Log Example. SampleTemplates.

Risk Management 337

Risk Management Risk Construction Software 337

ProjectManager.com

OCTOBER 15, 2020

In most cases, if the cost is 50 percent of the benefits and the payback period is not more than a year, then the action is worth taking. In these cases, the analysis can lead those involved to make proper decisions. Templates to Help With Your Cost Benefit Analysis. That’s where our free project budget template comes in.

Risk Management 516

Risk Management Consulting Risk Budget 516

Rebel’s Guide to PM

JULY 9, 2021

There are templates you can use if you don’t already have a project intake form you want to replicate in the system. If you don’t have an existing process, or your process is rubbish, you can use the suggested templates. Idea to Business Case. It’s easy to create a top level Gantt chart for the business case.

Software Review 392

Software Review 2021 PMO Project Life Cycle 392

ProjectManager.com

JANUARY 26, 2023

This usually begins with a business case , feasibility study, cost-benefit analysis and other types of research to determine whether the project is feasible and should or shouldn’t be undertaken. ProjectManager’s free work breakdown structure template. Get your free template 3. Stakeholders provide input.

Project Life Cycle 206

Project Life Cycle Monitoring Executing Controlling 206

Rebel’s Guide to PM

JULY 20, 2023

In project management, artifacts relate to documents, templates, outputs or a specific deliverable. In all cases, artifacts relate to the work of managing the project , not the thing you are creating as the output of the project. An artifact is something you create. Especially for people with short attention spans!)

Logistics 258

Logistics Artificial Inteligence PMI Performance Measurement 258

Rebel’s Guide to PM

SEPTEMBER 20, 2023

You can create a meeting terms of reference using the template structure below and streamline your committees. If it is a project-related meeting, this is likely to be the project sponsor , but it could also be the board or exec member responsible for this particular area of the business. Ready to get started? Give it a go!

Governance 329

Governance Government Budget Planning 329

Rebel’s Guide to PM

AUGUST 6, 2022

In every case, you should have people on the group who understand the project (or who can be brought up to speed) and who have influence and interest in the outcomes. On some projects it’s necessary for that group to get together fortnightly, especially if it’s a business critical project or a time of uncertainty for the organization.

Governance 358

Governance Government Risk Management Technical Review 358

Rebel’s Guide to PM

APRIL 24, 2023

Projects and operations are both necessary for businesses to succeed, but they require different approaches. Projects change the business. Operations run the business. Projects are what keeps an organization moving forward towards its business goals. In my experience, that creates tension. Projects help deliver strategy.

Retail 407

Retail Governance Government Healthcare 407

ProjectManager.com

NOVEMBER 8, 2019

It’s all there on our Template Page , your one-stop shop for all your documentation needs. On this page you can find a variety of project management templates that have already been structured to ask the questions you need to ask and show you how to answer them so you can get that information all in one place to use for managing your project.

2019 253

2019 Executing Risk Management Initiating 253

ProjectManager.com

DECEMBER 19, 2019

A business case is the way you prove to your client, customer or stakeholder that the product you’re pitching is a sound investment. The need for a business case is that it collects the proposal, outline, strategy and marketing plan in one document and offers a full look at how the project will benefit the organization.

Underperforming Technical Team 464

Underperforming Technical Team Project Life Cycle Leadership Initiating 464