All templates have been identified for each phase.

Templates have been cross-referenced against available methodology standards used in the organization. Resources have been identified to complete the templates. Templates are accessible for use. Templates are available in hardcopy format.

Format of Project Templates

Project templates should be provided in a standard electronic format. Many companies use the most common word processing or spreadsheet packages, such as MS Word or MS Excel. The formatting of the templates usually undergoes a series of editing checks and technical reviews before distribution. Text sufficient to guide the user should be included on each project template. The PMO should also maintain and publish a separate master record index with a complete list of all project templates in circulation in the company. The master record index should contain the following information:

The project template name. Current revision number. Date issued for use.

Team LiB II I 4 previous next ►

Lessons Learned

As a new project manager for a client, I was responsible for developing certain project documents. From previous experience, I knew that these templates were available online at a specific Web site; I was not fully aware that the templates came at a price. Because I didnt want to recreate anything already available, I obtained approval to purchase these templates, which took too long. The lesson learned: Identify and secure the necessary templates well ahead of time.

1. What is the importance of project templates? Discuss.

2. Name five project templates used in the concept or initiation phase of a project.

3. What is the purpose of a project brief/project definition report?

4. Discuss three ways to access templates in an organization. Assume you are a new project manager.

5. Explain whether it is necessary to use all templates for your project.

6. Explain how to select specific templates when assigned a project by your organization (e.g., business case, ROI). Would you discuss it with your project sponsor or take the initiative yourself?

7. List eight essential project artifacts or templates you would use for a 30-month project, which is awaiting approval by an executive board. The project will design and build a state-of-the-art electric vehicle, with participation from three well-known manufacturers. You are the project manager. State which type of methodology you would recommend.

Answers

1. The purpose of project templates is to assist project managers or business executives in a productive manner, with already-prepared document frameworks, ready for completion with specific project deliverables.

2. Templates used in the concept phase are URS, SOW, RFP, business case, and feasibility study.

3. The purpose of the project brief or project definition report is to define the aim, scope, objectives, and deliverables of the project to be undertaken.