9 Essential Project Documents (With Templates)

Girl's Guide to PM

There were lots of other documents that all had a degree of overlap with a charter, but not an actual charter. Here are nine documents that no self-respecting project should be without. The project business case is the document that kicks off the whole project. Be reasonable and pragmatic – there’s no point in creating overkill documentation at this point. The most important document in the Project Initiation phase is the project charter.

2019 313

Where to Start in Finding a Great PMO Job

Arras People

You’re looking for a new job in PMO, you don’t just want any job, you want a great job. In this article we start by taking a look at the most important component when it comes to finding a new PMO job. I get a lot of questions from PMO practitioners who find job hunting a struggle – often they can’t work out why there are no positive responses to applications they make or why interviews are not ending in success and a job or contract offer. So for example, the PMO context.

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How To Make 2019 A Successful Year for Your Projects

Girl's Guide to PM

Would you like to make 2019 a successful year for your projects? I asked people two questions: What should people managing projects be aware of as we go into 2019 to make 2019 their most successful year ever? What will you be doing in 2019 to have your most successful year ever? You can scroll down and get the highlights, and then read all the advice in the How To Make 2019 A Successful Year for Your Projects ebook. A well-documented plan?

2019 254

PMO Best Practices: 7 Steps for Better Schedule Management

MPUG

A few years ago, I was hired as a Project Management Office (PMO) consultant for a software products company. My assignment was to setup their PMO, implement best practices, and oversee projects for twelve months before handing over the setup to the client.

PMO 83

5 Ingredients for PMO Success

Brad Egeland

Often times at the heart of a successful project management practice is a project management office, or PMO, that has been structured to create a path of success for company projects and the project managers who lead them. From my experience, there are five key ingredients to a successful PMO.

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Project Prioritization as a Savvy PMO

Planview

Regardless of whether you’re still learning how to prioritize projects or you’re a seasoned veteran, you can walk away from this blog knowing how to become a Savvy PMO. It may require a little experimenting to find the right method to match the needs of your PMO and organization.

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What Is a PMO? PMO Meaning and Examples

Teamweek

In the last decade, more and more corporations have developed a project management office (PMO) to benefit their business. To get started, you’ll want to learn more about PMO examples, how to set one up, and how to train your employees. What Is a PMO? The PMO definition essentially means an internal or external group at a company. The PMO meaning also involves tracking the directions and project status for each group. PMO Examples. What is a PMO?

PMO 40

10 Places to Get Free Project Management Templates

Girl's Guide to PM

And yet… somehow the organisation doesn’t have the documentation you need to get it started, keep it on track and close it down successfully. These are all good, reliable sources of quality documentation for projects. Remember to change headers and footers in the document to reflect your own project name and organisation’s details Change any logo to your own (or don’t have a logo at all) Change fonts to your corporate font – that’s a big giveaway when sharing documents internally!

2019 311

Tackling Project Management Job Titles

Arras People

Looking through the data from the 2019 Arras People Project Management Benchmark Report (2019 PMBR) it really reinforces the fact that project management is so richly diverse when viewed across the many organisations and industries where these important skills are used. Here are just a few from the 2019 PMBR to highlight what I mean: Identified Practitioner Group. PMO Analyst. PMO Co-ordinator/Administrator. PMO Manager. Head of PMO.

2019 227

What You Need for a Great Project Charter

Project Risk Coach

Ask your PMO or project management group if a project charter template is available. This is not a documentation exercise! In this article, let's explore what you need for a great project charter. John Maxwell says, “All great leaders possess two things: They know here they are going, and they are able to persuade others to follow.” And, one of the most powerful tools for improving project communication is the project charter.

2019 249

10 Simple Ways to Prepare a Holiday Handover at work (with email templates)

Girl's Guide to PM

I find that it helps to create a document with all the key points. A shorter version of this article first appeared on the PMO Perspectives blog. We’re approaching the summer holidays – yes, really! – and if your projects have run like mine this year, your carefully planned deadlines no longer coincide with the dates that you are going to be out of the office. I don’t like going away and leaving my work in someone else’s hands.

2019 273

Zombie Projects and How to Kill Them

Girl's Guide to PM

Government PMO,” says Derek Huether, an enterprise Agile coach and trainer. “It was a traditional PMO, filled with certified professionals doing very good work in very specific areas of expertise. ” He might have been able to forgive the long timescales if this PMO was managing projects committed to the construction of battleships or the next generation of an interstate highway system.

2019 182

Free Project Status Report Template

Girl's Guide to PM

That means you can’t edit it, but you can copy and paste the text into a document of your choosing or even an email. If you are setting up a PMO for example, you’ll want your project managers to use something more formal. If you are involved in any kind of project, you’ll know that project sponsors want to see regular reports. Today I’ve got something for you to make your life a bit easier!

2019 260

Lessons Learned in Project Management

Girl's Guide to PM

There are plenty of different ways to spread what you have learned from your project around the PMO, project managers and teams. Then talk to your PMO about a standard format for post-project reviews as you’ll find that if everyone carries out their lessons learned meetings in a similar way it will be easier to collate, share and search the results. If your PMO doesn’t currently have a wiki for lessons learned, suggest that they set one up.

2019 231

How to Be a Mentor

Girl's Guide to PM

Discuss and document what you both can commit to as you may find that your prospective mentee wants a lot more than you can offer. Even if your arrangement is informal it is worth documenting what you have agreed so your mentoring plan forms a kind of ‘contract’ and you both have a clear idea about how you are going to work together. A version of this article first appeared on the PMO Perspectives blog in 2014.

2019 222

PPM without Getting Fired? Step 5: Clear Your Calendar

WorkOtter

The reason you are going through this entire process of selecting a new tool and reworking your process is because your PMO team spends the entire month producing reports no one reads, maintaining portfolio information that lacks accuracy, and following a process that is clearly broken. Here is your plan of attack… #1) Document the current consumers of your team’s time: Meetings you attend (be sure to include any preparatory time).

2019 60

The Ultimate Guide to Project Dependencies and Constraints

Girl's Guide to PM

Now you understand what a dependency is, you can brainstorm and document all the dependencies that have an impact on your project. Set up a dependency/constraint log using an existing template from your PMO or by designing your own. Brainstorm and document all the constraints that have an impact on your project. Step 3: Ensure the Major Dependencies and Constraints are in Your Project Initiation Document. No project happens in a vacuum.

2019 180

Project Prioritization with Strategic Work Intake

Planview

There are a lot of meetings that have to happen, discussions, documentation, and market analysis. We also have a different user type called “Stakeholder User” and they can participate in the workflow, add documents, approve or deny, send items back in the workflow, and move items forward.

2019 87

Remembering and Using Your Project Management Training

Strategy Execution | PMO Perspectives

Day One enables you to do whatever journaling you want – and also captures your other social media posts; add photos and documents – and write freehand. This post first appeared on PMO Perspectives Blog. You attend a training course, how do you make sure you’re doing everything you can to get the most out of what you are learning?

How Risk Management is Crucial to Project Management

Planview

At the very least, an early risk assessment should be done, and the risks that are considered “high probability/high impact” should be documented and planned for. PMO Vision and TrendsThe following content is based on the whitepaper, “Bigger Than a Breadbox: 10 Tips for Better Project Estimates, Part 2,” written by Jerry Manas. For your reading convenience, we’ve decided to give it everlasting life here on the blog.

Add More Value to Your Projects in 2020

Brad Egeland

Are you looking for new ways in 2020 to push your project management office (PMO) or PM infrastructure over the fence into new service and performance territory? If I had done that (against my PMO director's better ?

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The Future of Resource Management: Are You Prepared?

Keyedin

If they have an entire PMO to manage, this skill might very well hold the key to that PMO’s future—as a trusted business partner or as a department that produces very little business value and may very well be on its way out. The future PMO may consist of automated assignments handed out to workers across the globe using multiple languages and possessing specialized skills, with artificial intelligence (AI) literally running the whole thing.

2019 60

Is It Possible To Have Too Much Data?

Meisterplan

This leads them to start great efforts to document and obtain as much project portfolio data as possible. . Different project management tools can record all processes in real time, documentation systems can collect completely new data and make it comparable to each other, and some apps can allow your employees to easily document all work steps through any smart device. Miller into a meeting where a new project management and documentation system is implemented.

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The Kick-off Meetings: Checklist for a Motivating Project Start

Inloox

These include, for example: Important contact persons e.g. within the team, in the PMO or the customer’s organization. Setting rules for documentation and document management. Prepare documents to be distributed to the participants. Click here for the free download: Checklist Kick-Off Meeting (Word Document) InLoox planning template for download If you work with InLoox, download the planning template including tasks for a kick-off meeting here.

2019 126

Book Review: A Real World Project Manager's Guide to the Successful Project

Brad Egeland

Chapters: Introduction From the Beginning Document Processes and Requirements Execute the Project Review with the Client and Gain Final Approval Communication is Everything Are Lessons Learned Important? And if you're directing a PMO, get a copy for all of your staff. Brad Egeland recently completed his 15th Project Management eBook titled “ A Real World Project Manager's Guide to the Successful Project.”

2019 109

Lessons Learned from Pilots … for Safe and Successful Projects

MPUG

I’ve started developing a pre-flight inspection checklist of my own (which I hope to document someday). I suggest that every project manager explore this view on successfully handling command and control, and that they apply those lessons within your PMO. Wheels up! Even though I’ve logged many more hours in Microsoft’s flight simulator than on anything that flies, I have come to appreciate a pilot’s habits and routines in my own day-to-day project work.

2019 64

Improving the Repeatability, Efficiency and Quality of Professional Services Delivery

Keyedin

One answer to this problem is to set up a program management office (PMO). The focus of a PMO is to act as a central ‘hub’ for all project related information. On a day to day basis, the PMO will monitor the performance of projects, track their associated budgets and ensure resourcing requirements can be fulfilled across the business. We have an number of resources available in our blog to help you set up and establish a PMO, you can read more here.

2019 65

Is DevOps Possible Without Agile?

Strategy Execution | PMO Perspectives

This is based on the idea that today it is harder and harder to describe and document at the beginning of the project what end users want. This post first appeared on PMO Perspectives Blog. A few months ago, I was having a coffee with a fellow Agile Coach talking about DevOps when he suddenly says “what is DevOps anyway?”. To which I replied, “You’re right!”. Sounds like a joke? It’s not! In IT projects DevOps is nothing more than pure Agile implemented properly.

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Improving the Repeatability, Efficiency and Quality of Professional Services Delivery

Keyedin

One answer to this problem is to set up a program management office (PMO). The focus of a PMO is to act as a central ‘hub’ for all project related information. On a day to day basis, the PMO will monitor the performance of projects, track their associated budgets and ensure resourcing requirements can be fulfilled across the business. Without the right processes and tools in place these ideas are rarely documented and put to good use.

2019 60

Why Stellar UX ensures Project Management Technology ROI

Keyedin

You can’t reduce Project Administration and Reporting Times by 75% if no one is using your PMO tool. Depending on how mature your IT Project Management Organization (PMO) is, you might decide you need a cross between a work management solution and a full portfolio management solution. UX Magazine’s Joe Dickerson published a UX checklist that will ensure full adoption from your teams and, by extension, a more robust ROI from your PMO tools.

2019 65

Four Inhibitors to Successful Resource Management

Keyedin

Here are some findings and what you can do to combat ineffective RM in your PSA/PPM PMO. Taking the time to identify the RM processes for your industry and document them appropriately, as well as train against them—will make or break your ability to meet this challenge. But even if you have the right reskilling and remixing of RMs in your PMO most of the time—if your PSA/PPM tool doesn’t let you uncover these metrics easily, you’re not using them correctly.

2019 65

How to Restart a Stalled Project

Brad Egeland

In this step, it’s critical that your team acquire the historical documentation for the project. That may have to come from the PMO director or – more likely – from the customer who you’ll talk to in the next step.

2019 99

Factors Driving Project Management Within An Enterprise Environment

Keyedin

Managing and controlling the flow of project documentation ranging from contractor quotes to risk mitigation, project charters and so on. Implementing a best practice knowledge base centre such as a Program Management Office (PMO). Defining a standard for quality review of the key governance documents and of the project deliverables

Project Management Glossary: 200+ Terms PMs Frequently Use

Epicflow Blog

Its aim is determining, documenting, and implementing changes to the project’s units. is a document where all project costs are properly estimated and allocated. is a document recording total estimates at all production stages and used to calculate other costs and create s-curves. . is a process of compiling a document that proves the project initiation and authorizing a project manager to allocate resources for project execution. Requirements Document .

Factors Driving Project Management Within An Enterprise Environment

Keyedin

Managing and controlling the flow of project documentation ranging from contractor quotes to risk mitigation, project charters and so on. Implementing a best practice knowledge base centre such as a Program Management Office (PMO). Defining a standard for quality review of the key governance documents and of the project deliverables

Project Management Glossary: 200+ Terms PMs Frequently Use

Epicflow Blog

Its aim is determining, documenting, and implementing changes to the project’s units. is a document where all project costs are properly estimated and allocated. is a document recording total estimates at all production stages and used to calculate other costs and create s-curves. . is a process of compiling a document that proves the project initiation and authorizing a project manager to allocate resources for project execution. Requirements Document .

The Project Revolution: How to Succeed in a Project Driven World

Strategy Execution | PMO Perspectives

Indeed ‘The Project Canvas’ (Chapter 5) underlines that documents such as the PMBOK (Project Management Institute, A Guide to the Project Management Body of Knowledge (6 th edition 2017) are complex, having their origins in engineering, and may mean little to most people other than advanced project managers. This post first appeared on PMO Perspectives Blog.

2017 48

Why Stellar UX ensures Project Management Technology ROI

Keyedin

You can’t reduce Project Administration and Reporting Times by 75% if no one is using your PMO tool. Depending on how mature your IT Project Management Organization (PMO) is, you might decide you need a cross between a work management solution and a full portfolio management solution. UX Magazine’s Joe Dickerson published a UX checklist that will ensure full adoption from your teams and, by extension, a more robust ROI from your PMO tools.

2019 60

How to Create a Proven Project Management Framework

Workamajig

A centralized document sharing platform - like Workamajig - can bring consistency to your knowledge sharing. Think of it as a "living" document that shows your organization how to deal with projects. In PMBOK, for example, the project initiation stage involves developing a business case, undertaking a feasibility study, and setting up a PMO. Or maybe you can have the same platform for storing all documents.

2019 60

Four Inhibitors to Successful Resource Management

Keyedin

Here are some findings and what you can do to combat ineffective RM in your PSA/PPM PMO. Taking the time to identify the RM processes for your industry and document them appropriately, as well as train against them—will make or break your ability to meet this challenge. But even if you have the right reskilling and remixing of RMs in your PMO most of the time—if your PSA/PPM tool doesn’t let you uncover these metrics easily, you’re not using them correctly.

2019 60