Project Name Here:
Project Workbook Information The project workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. It acts as a repository of key project information. Any of these worksheets can easily be broken out into separate documents or be modified to fit your particular needs. Use this information to support your status reports.
Suggested Sheets for All Projects Data
Filling out the Data sheet completes the header portion of all remaining sheets in the project workbook.
Minicharter
The Project Minicharter sheet can be used as a charter for small projects or a summarization of a full charter for larger projects.
Budget
The Budget sheet allows you to track original budget, expenditures to date, and any cost variance. This section can be substituted with other Excel budget planning and tracking financial sheets
CBA
The Cost/Benefit Analysis sheet allows you to review the proposed project and potential alternatives and make a project selection based on a greater ROI (return on investment).
Risks
The Risk Register allows you to identify, qualify, quantify, and prioritize risks (events that might happen; the uncertainty of a project), create mitigation and contingency plans, and assign risks owners.
Defects Log
The Daily Defects Log is based on Daily Defects e-mails, and posting to Share Point, by the Jordan QA Team. These defects are to be reviewed by the Technical Project Lead, with copies to the Sponsor, DB Services, Systems Engineering
Issues
The Issues Log sheet allows you to identify and monitor project issues (unplanned events that have happened).
Action
The Action Items sheet allows you to track and monitor action items assigned to team members. Action items are tasks that must be done but are too insignificant from a time perspective to track in your project schedule.
Miles
The Deliverable Milestones sheet allows you to identify major deliverable milestones and the due dates, objectives, assumptions, and constraints relevant to that deliverable milestone.
WBS
The Work Breakdown Structure sheet includes the activities that must be completed during a project, the effort required, all relevant dates, and the resources assigned to do the work.
Roster
The Roster sheet provides contact information for all those involved on the project.
R&R
The Roles and Responsibilities sheet shows the primary role of team members, any deliverables in which they are involved, and the percentage of time they are expected to work on the project.
RAM
The Resource Assignment Matrix sheet shows you what type of resource is responsible for, or somehow involved with, each deliverable. The tasks listed are samples; you should update the RAM with tasks appropriate for your project.
A&C
The Assumptions and Constraints sheet allows you to track project assumptions and constraints.
Decision
The Decision Log sheet allows you to track all major decisions made during the course of the project.
Comm
The Communication Plan sheet allows you to detail your communication plan: how you are going to communicate, whom you will be communicating with, how often, in what format, etc.
Stake
The Stakeholder Analysis sheet allows you to identify stakeholders, their role, and their requirements.
Expectations
The Expectations sheet allows you to identify and track the expectations of various stakeholders.
Project Change Control Log Deliver
The Project Change Control Log sheet allows you to track all change requests that are in process or finalized. The Deliverable Acceptance Log sheet allows you to track the status of deliverable acceptances.
Man Power Effort
The Man Power Effort sheet allows you to estimate/plan man power hours of your entire team by group, by specific Phase and by month. It can be used to track both plan man hours and actuals.
Qual Metrics IT/ QA Testing
The Project Quality Metrics sheet allows you to identify critical success criteria, related quality metrics, and their priority. In accordance with the Quality Plan, the types of QA testing required for the project
Page 1 of 36
Project Project # Project Manager Sponsor Project artifacts Last updated Project Acctg Code
Project title here Project # here Project manager name here Sponsor name here Location of project documents here Date of update here 123456789
Page 2 of 36
Project Minicharter Project Project Manager Project artifacts Project Acctg Code Background
Project title here Project manager name here Location of project documents here 123456789
Project # Sponsor Updated
Scope
In Scope
Out of Scope
Deliverables
Deliverable
Due Date
Project # here Sponsor name here Date of update here
Business need and business benefits
Objectives
High Level Project Approach (provided by Technical Lead(s), and use Deliverable Acceptance Document (DAD) Process for sign-off
Flexibility matrix
Scope Pa e 3 of 36
Project Minicharter Schedule Cost Key considerations Assumptions & Constraints
Success criteria
12345-
Signatures Sponsor Signature
Printed name Date
Project Manager
Category
Risks Risk Description
Project Minicharter Schedule Cost Key considerations Assumptions & Constraints
Success criteria
Category
12345-
Signatures Sponsor Signature
Printed name Date
Project Manager
Signature Printed name Date
Pa e 4 of 36
Risks Risk Description
Pa e 5 of 36
Pa e 6 of 36
Budget Project Project Manager Project artifacts Project Acctg Code
Project title here Project manager name here Location of project documents here 123456789
Project # Project # here Sponsor Sponsor name here Updated Date of update here
Budget Status Approved Budget
$0.00
Planned Expenditures to Date $0.00 Planned Remaining Budget $0.00
Actual Expenditures to Date $0.00 Actual Remaining Budget $0.00
Variance $0.00 Variance $0.00
Additional $ needed
Budget Details Internal Expenses Salaries Type of resource
Type of resource Type of resource Type of resource Type of resource Type of resource Other Internal Expenses Type of expense Type of expense Type of expense Total Internal Expenses
Hourly Rate $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
# Hours 0.00 0.00 0.00 0.00 0.00 0.00
Total Cost $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost $0.00 $0.00 $0.00 $0.00
Budget Project Project Manager Project artifacts Project Acctg Code
Project title here Project manager name here Location of project documents here 123456789
Project # Project # here Sponsor Sponsor name here Updated Date of update here
Budget Status Approved Budget
$0.00
Planned Expenditures to Date $0.00 Planned Remaining Budget $0.00
Actual Expenditures to Date $0.00 Actual Remaining Budget $0.00
Variance $0.00 Variance $0.00
Additional $ needed
Budget Details Internal Expenses Salaries
Hourly Rate $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Type of resource
Type of resource Type of resource Type of resource Type of resource Type of resource Other Internal Expenses Type of expense Type of expense Type of expense Total Internal Expenses External Expenses Consulting Costs Type of consulting Type of consulting Type of consulting Capital Expenditures Type of expense Type of expense Type of expense Total External Expenses
# Hours 0.00 0.00 0.00 0.00 0.00 0.00
Total Cost $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost $0.00 $0.00 $0.00 $0.00
Total Cost $0.00 $0.00 $0.00 Total Cost $0.00 $0.00 $0.00 $0.00
Total Budget
$0.00
Page 7 of 36
Cost/Benefit Analysis Project Project Manager Project artifacts Project Acctg Code
Project title here Project manager name here Location of project documents here 123456789
Project # Sponsor Updated
Project # here Sponsor name here Date of update here
Project Development and Maintenance Costs Description Cost of Project Development Salaries Other internal expenses Consulting costs Capital expenditures Total project costs Cost of Support Operational costs Nonrecurring costs Recurring costs Total ongoing support costs
FY01
FY02
FY03
FY04
FY05
Total
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
FY03
FY04
FY05
Total
Benefits/Savings Current Process
FY01
FY02
Cost/Benefit Analysis Project Project Manager Project artifacts Project Acctg Code
Project # Sponsor Updated
Project title here Project manager name here Location of project documents here 123456789
Project # here Sponsor name here Date of update here
Project Development and Maintenance Costs Description Cost of Project Development Salaries Other internal expenses Consulting costs Capital expenditures Total project costs Cost of Support Operational costs Nonrecurring costs Recurring costs Total ongoing support costs
FY01
FY02
FY03
FY04
FY05
Total
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Benefits/Savings Current Process Total annual price New Process Total annual price Annual savings Cumulative savings Cumulative costs Cumulative total net savings
FY01
FY02
FY03
FY04
FY05
Total
$0.00 $0.00 $0.00 $0.00
$0.00 $0.00 $0.00 $0.00
$0.00 $0.00 $0.00 $0.00
$0.00 $0.00 $0.00 $0.00
$0.00 $0.00 $0.00 $0.00
$0.00 $0.00 $0.00 $0.00
Future Value Present Value
Interest Rate
Future Value $0.00
Interest Rate
# Periods
Future Value $0.00
# Periods
Present Value $0.00
Present Value
Net Present Value Period 1 2 3 4 5 Totals Project development cost Net present value
Cash Flow
Present Value
$0.00
$0.00 $0.00 $0.00
Page 8 of 36
Page 9 of 36
Risk Register Project title here Project manager name here Location of project documents here 123456789
Project Project Manager Project artifacts Project Acctg Code
ID
WBS
Risk Description
Probability
Impact
Project # here Sponsor name here Date of update here
Project # Sponsor Updated
e c n a t r o p m I
Detectability
Risk Category
Trigger Event/Indicator
4:
Risk Response
Contingency Plan
Owner
Priority (Risk Rank)
Status
Date Entered
Date to Review
Options are:
Critical
Map related risk back to WBS What is this risk?
Detectability: 4: Determined after impact has 3: Severe been realized 3: Realized upon trigger event 2: Immediately prior 2: to trigger event; can be mitigated Moderate prior to trigger if monitored 1: Determined well in 1: advance of occurance or trigger Minimal event
Probability: 4: Highly likely (76%100%) 3:Likely (51%-75%) 2: Somewhat likely (26%-50%) 1: Unlikely (0%25%)
1 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Categories:
Avoid
Technical/ Quality
Transfer
Project Mgt Resource Schedule External
Mitigate What act or event initiates either the risk occurrence or precipitates the response strategy?
Accept
If the risk becomes a reality, what will you do in r esponse, as a backup, or alternative/ workaround?
Who monitors this risk?
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Risk Category Technical/Quality Project Mgt Resource Schedule External
Risk Response Avoid Transfer Mitigate Accept
Daily Defects Log Project Project Manager Project artifacts Project Acctg Code
No. 1 2 3 4 5 6 7 8 9 10
Date Identified
Project title here Project manager name here Location of project documents here 123456789
Defect ID
Summary
Project # Sponsor Updated
Defect Type
Project # here Sponsor name here Date of update here
Project
Detected in Release
Date Resolved
Status/Comments
Daily Defects Log Project Project Manager Project artifacts Project Acctg Code
No. 1 2 3 4 5 6 7 8 9 10
Project title here Project manager name here Location of project documents here 123456789
Date Identified
Defect ID
Project # here Sponsor name here Date of update here
Project # Sponsor Updated
Summary
Defect Type
Project
Detected in Release
Date Resolved
Status/Comments
Issues Log Project Project Manager Project artifacts Project Acctg Code
ID
Issue Description
1 What What is the the iss issue ue? ?
2
3
4
5
Project title here Project manager name here Location of project documents here 123456789
Project Impact
Project # Sponsor Updated
Action Plan/Resolution
How will this impact scope, schedule & How do you intend to deal with this cost? issue?
Owner Who manages this issue?
Project # here Sponsor name here Date of update here
e c n a t r o p m I
d e r e t n E e t a D
w e i v e R o t e t a D
d e v l o s e R e t a D
Issues Log Project Project Manager Project artifacts Project Acctg Code
ID
Issue Description
1 What What is the the iss issue ue? ?
Project title here Project manager name here Location of project documents here 123456789
Project Impact
Project # Sponsor Updated
Action Plan/Resolution
How will this impact scope, schedule & How do you intend to deal with this cost? issue?
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Page 12 of 36
Owner Who manages this issue?
Project # here Sponsor name here Date of update here
e c n a t r o p m I
d e r e t n E e t a D
w e i v e R o t e t a D
d e v l o s e R e t a D
Page 13 of 36
Action Items Project title here Project manager name here Location of project documents here 123456789
Project Project Manager Project artifacts Project Acctg Code
ID
Action Item
1 What is the the item item to be compl completed eted? ?
Owner
Status
Who manages this issue?
2 3 4 5 6 7 8 9 10 11 12 13 14 15
Page 14 of 36
d e r e t n E e t a D
Project # Sponsor Updated
n o i t d l e e n p n m a o l P C
Project # here Sponsor name here Date of update here
n o i t e l l a p u t m c o A C
Comments
Deliverable Milestones Project Project Manager Project artifacts Project Acctg Code
ID
Milestone
Project # Sponsor Updated
Project title here Project manager name here Location of project documents here
Project # here Sponsor name here Date of update here
123456789
Description
Planned Actual Completion Completion
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Page 15 of 36
Objectives
Assumptions
Constraints
Work Breakdown Structure Project title here Project manager name here Location of project documents here 123456789
Project Project Manager Project artifacts Project Acctg Code
ID 1
Task
s e i c n e d n e p e D
Status
Effort Hours or Man Weeks
Project # Sponsor Updated
Cost
ID # of task
2 3 4 5 6 7 8 9 10 11 12 13 14 15
Page 16 of 36
Work Breakdown Structure Note: Suggest using Microsoft Project, Visio and other WBS software to replace this form
Start Date
Project # here Sponsor name here Date of update here
Planned Completion
Estimate to Completion
Resource
Work Breakdown Structure Note: Suggest using Microsoft Project, Visio and other WBS software to replace this form
Page 17 of 36
Project/Governace Organizational Chart Project Project Manager Project artifacts Project Acctg Code
Project title here Project manager name here Location of project documents here 123456789
Project # Sponsor Updated
Project # here Sponsor name here
Project/Governace Organizational Chart Project Project Manager Project artifacts Project Acctg Code
Project title here Project manager name here Location of project documents here 123456789
Project # Sponsor Updated
Project # here Sponsor name here
Roster Project Project Manager Project artifacts Project Acctg Code
Name
Project title here Project manager name here Location of project documents here 123456789
Core/ Extended Team
Title
Project # Sponsor Updated
Dept.
Phone
Cell Phone
000. 000.00 000. 0.00 0000 00
000. 000.00 000. 0.00 0000 00
Project # here Sponsor name here Date of update here
E-Mail
Project Role
Roster Project Project Manager Project artifacts Project Acctg Code
Name
Project title here Project manager name here Location of project documents here 123456789
Core/ Extended Team
Title
Project # Sponsor Updated
Dept.
Phone
Cell Phone
000. 000.00 000. 0.00 0000 00
000. 000.00 000. 0.00 0000 00
Project # here Sponsor name here Date of update here
E-Mail
Project Role
E-Mail
Project Role
Page 19 of 36
Name
Core/ Extended Team
Title
Dept.
Phone
Cell Phone
Name
Core/ Extended Team
Title
Dept.
Phone
Cell Phone
E-Mail
Project Role
Page 20 of 36
Roles and Responsibilities Project Project Manager Project artifacts Project Acctg Code
No. Name
Project title here Project manager name here Location of project documents here 123456789
Core/ Extended Team
d e n g i s s A %
Function/Title
Project # Project # here Sponsor Sponsor name here Updated Date of update here
Project Role
Responsibility
Roles and Responsibilities Project Project Manager Project artifacts Project Acctg Code
Project title here Project manager name here Location of project documents here 123456789
Core/ Extended Team
No. Name
d e n g i s s A %
Project # Project # here Sponsor Sponsor name here Updated Date of update here
Function/Title
Project Role
Responsibility
Page 21 of 36
RASCI Chart (Responsibility, Approver, Supportive, Consulive, Informed) P r o je c t Project Manager Project artifacts Project Acctg Code
Project # Sponsor Updated
Functional Roles
Activity
Project Proposal Document Project Kick Off Meeting Business Requirements Document Functional Spec Document Vendor Recommendation Project Charter Financial Review & Approval Baseline Project Schedule
Business Project Sponsor Project Owner A I I I I I A I
S I A A A C S A
IT Project Owner
IT Business Partner
C S C R R A R S
R C R S C C S I
Business Business SME Project Manager C I C C C I I S
IT Project Manager
I I S S I C I S
RASCI Definitions:
Stakeholder Definitions:
R - Responsibility. Ow Owns th the wo work, process, is issues or or re resource to to co complete th the ac activity A - Approver. App ro ro ve ve s co st sts, scop e an d in some ca cases the titimeline . It is a ss ssumed that the Approver has financial authority or prior financial approval. S - Supportive Provides resources or can play a supporting role in implementation
Project Sp Sponsor - Person fu funding th the pr project Busin es ess Project Own er er - Perso n who ow own s the im imp le lementation of the pr project or product for the business IT Project Owner - Person who owns the IT implementation of the project
I R I I I R S R
RASCI Chart (Responsibility, Approver, Supportive, Consulive, Informed) P r o je c t Project Manager Project artifacts Project Acctg Code
Project # Sponsor Updated
Functional Roles Business Project Sponsor Project Owner
Activity
Project Proposal Document Project Kick Off Meeting Business Requirements Document Functional Spec Document Vendor Recommendation Project Charter Financial Review & Approval Baseline Project Schedule
A I I I I I A I
S I A A A C S A
IT Project Owner
IT Business Partner
C S C R R A R S
R C R S C C S I
Business Business SME Project Manager C I C C C I I S
IT Project Manager
I I S S I C I S
I R I I I R S R
RASCI Definitions:
Stakeholder Definitions:
R - Responsibility. Ow Owns th the wo work, process, is issues or or re resource to to co complete th the ac activity A - Approver. App ro ro ve ve s co st sts, scop e an d in some ca cases the titimeline . It is a ss ssumed that the Approver has financial authority or prior financial approval. S - Supportive. Provides resources or can play a supporting role in implementation. C - Consulted. Has information and/or capability needed to complete the work. I - Informed. Must be notified on results, but does not need consultation.
Project Sp Sponsor - Person fu funding th the pr project Busin es ess Project Own er er - Perso n who ow own s the im imp le lementation of the pr project or product for the business IT Project Owner - Person who owns the IT implementation of the project and the technical support of the final solution IT Business Partner - Person who liases between the business and IT. Business SME - Person who provides expertise in requirements gathering and overall expertise in the product or solution Business Project Manager - Person who coordinates the project deliverables from from the business side. IT Project Manager - Person who coordinates the IT componen ts of the project
Page 22 of 36
Resource Assignment Matrix Project Project Manager Project artifacts Project Acctg Code
Project title here Project manager name here Location of project documents here 123456789
Project # Sponsor Updated
s r e s U d n E s s e n i s u B
Project Task
r o s n o p S s s e n i s u B
r o s n o p S S I
r e v i r D s s e n i s u B
d a e L t c e j o r P s s e n i s u B
r e g a n a M t c e j o r P
Project # here Sponsor name here Date of update here
t s y l a n A . s y S s s e n i s u B
Project Management and Requirements * Base your Phase and task/deliverbales in this RAM on your project schedule Initiation
1 Develop preliminary preliminary project project scope 2 Identify business business need 3 Develop preliminary budget 4 Identify preliminary return on investment investment 5 Complete project charter
r e n g i s e D r g e l n i e g d a o t M S a A t a t a B a D D D
r o t a c u d E
r e p o l e v e D n ' l p p A
t c e t i h c r A y t i r u c e S / h c e T
t s i l a i c e p S t r o p p u S h c e T
r e m m a r g o r P g n i g a t S a t a D
d r a w e t S a t a D
t s y l a n A A Q
Resource Assignment Matrix Project Project Manager Project artifacts Project Acctg Code
Project title here Project manager name here Location of project documents here 123456789
Project # Sponsor Updated
s r e s U d n E s s e n i s u B
Project Task
r o s n o p S s s e n i s u B
r o s n o p S S I
r e v i r D s s e n i s u B
d a e L t c e j o r P s s e n i s u B
r e g a n a M t c e j o r P
Project # here Sponsor name here Date of update here
t s y l a n A . s y S s s e n i s u B
Project Management and Requirements * Base your Phase and task/deliverbales in this RAM on your project schedule Initiation
1 Develop preliminary preliminary project project scope 2 Identify business business need 3 Develop preliminary budget 4 Identify preliminary return on investment investment 5 Complete project charter Planning
1 Establish project identity 2 Identify project project team/resources team/resources 3 Conduct stakeholder stakeholder analysis analysis 4 Prepare draft project schedule schedule 5 Conduct project project kickoff meeting meeting 6 Gather detailed user requirements requirements 7 Define current business processes (as is) is) 8 Revise project schedule schedule 9 Develop project project communication communication plan 10 Develop project organizational structure structure 11 Identify training plan 12 Develop project project quality plan plan 13 Develop scope scope management plan plan 14 Develop risk risk management management plan 15 Develop change management plan plan 16 Develop cost cost management management plan 17 Develop schedule schedule management plan 18 Develop technical specifications specifications 19 Develop technical architecture architecture 20 Conduct project project procurement procurement 21 Finalize project budget 22 Finalize return on investment investment 23 Ongoing project project management management Design
1 Specification Review 2 Detailed Project/Product Project/Product Requirements Analysis Analysis 3 Design / Develop System System 4 POC Design Test and Verification Verification 5 Design Review, Final Phase Phase Exit Review Implementation
1 Develop training materials materials 2 Execute communication plan 3 Develop Develop software software 4 Develop new business business processes (to be) 5 Deploy new software 6 Conduct Conduct training training
Page 23 of 36
r e n g i s e D r g e l n i e g d a o t M S a A t a t a B a D D D
r o t a c u d E
r e p o l e v e D n ' l p p A
t c e t i h c r A y t i r u c e S / h c e T
t s i l a i c e p S t r o p p u S h c e T
r e m m a r g o r P g n i g a t S a t a D
d r a w e t S a t a D
t s y l a n A A Q
Closure
1 Get deliverable deliverable acceptance acceptance 2 Close out out contracts contracts 3 Finalize Finalize budget budget 4 Finalize return on investment investment 5 Conduct closure survey 6 Conduct/document lessons learned 7 Archive Archive project project
Legend Creates the deliverable Input required Reviews the deliverable Approves the deliverable Notified when the deliverable is complete Owns the deliverable upon completion
C1: primary creator; C2: contributor I R A N O
Page 24 of 36
Assumptions and Constraints Project Project Manager Project artifacts Project Acctg Code
ID
Project title here Project manager name here Location of project documents here
Project # Sponsor Updated
Project # here Sponsor name here Date of update here
123456789
Description
Comments
Type
Status
Date Entered
1 2 3 4 5 6 7 8 9 10
Page 25 of 36
Decision Log Project Project Manager Project artifacts Project Acctg Code
ID 1 2 3 4 5 6 7 8 9
Project title here Project manager name here Location of project documents here
Project # Sponsor Updated
Project # here Sponsor name here Date of update here
123456789
Decision Description
Comments
Owner
Status
Date Entered
Decision Log Project Project Manager Project artifacts Project Acctg Code
ID
Project # Sponsor Updated
Project title here Project manager name here Location of project documents here
Project # here Sponsor name here Date of update here
123456789
Decision Description
Comments
Owner
Status
Date Entered
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Page 26 of 36
Communication Plan Project Project Manager Project artifacts Project Acctg Code
ID
Project title here Project manager name here Location of project documents here
3 4 5 6 7 8 9
Project # here Sponsor name here Date of update here
123456789
Communication
1 What type of communication is this? 2
Project # Sponsor Updated
Description What is the description of the contents/purpose of this communication?
Frequency
Format
Owner Who sends?
Recipient/ Attendees Who gets?
Communication Plan Project Project Manager Project artifacts Project Acctg Code
ID
Project title here Project manager name here Location of project documents here
Project # Sponsor Updated
Project # here Sponsor name here Date of update here
123456789
Communication
Description
Frequency
What is the description of the contents/purpose of this communication?
1 What type of communication is this?
Format
Owner Who sends?
Recipient/ Attendees Who gets?
2 3 4 5 6 7 8 9 10 11 12 13 14 15
Page 27 of 36
Stakeholder Analysis Project Project Manager Project Artifacts Project Acctg Code
ID 1 2 3 4 5 6 7 8 9
Stakeholder
Project title here Project manager name here Location of project documents here
Project # Project # here Sponsor Sponsor name here Updated Date of update here
123456789
R ol e
Impact
Risk Influence Tolerance
Needs
Responsibility
Stakeholder Analysis Project Project Manager Project Artifacts Project Acctg Code
ID
Project title here Project manager name here Location of project documents here
Project # Project # here Sponsor Sponsor name here Updated Date of update here
123456789
Stakeholder
R ol e
Impact
Risk Influence Tolerance
Needs
Responsibility
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Page 28 of 36
Expectations Project Project Manager Project artifacts Project Acctg Code ID
Project title here Project manager name here Location of project documents here
Project # Sponsor Updated
Project # here Sponsor name here Date of update here
123456789
Expectation Description
Source
Must Have
Want to Have
Nice to Have
Date Identified
Expectations Project Project Manager Project artifacts Project Acctg Code
Project # Sponsor Updated
Project title here Project manager name here Location of project documents here
Project # here Sponsor name here Date of update here
123456789
ID
Expectation Description
Source
Must Have
Want to Have
Nice to Have
Date Identified
Page 29 of 36
Project Change Control Log Project Project Manager Project Artifacts Project Acctg Code
# e l g o r n t a n h o C C
1 2 3 4 5 6 7 8 9 10 11
Change Request Description
Project # Sponsor Updated
Project title here Project manager name here Location of project documents here
Project # here Sponsor name here Date of update here
123456789
y t i r o i r P Requested By
Request Date
Deadline to Resolve
Impact of Sched Impact on (days) Cost ($)
Evaluator
Status
Date of Decision
Comments
Project Change Control Log Project Project Manager Project Artifacts Project Acctg Code
# e l g o r n t a n h o C C
Project # Sponsor Updated
Project title here Project manager name here Location of project documents here
Project # here Sponsor name here Date of update here
123456789
Change Request Description
y t i r o i r P Requested By
Request Date
Deadline to Resolve
Impact of Sched Impact on (days) Cost ($)
Evaluator
Status
Date of Decision
Comments
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Page 30 of 36
Deliverable Acceptance Log Project Project Manager Project artifacts Project Acctg Code
ID 1 2 3 4 5 6 7 8 9
Project title here Project manager name here Location of project documents here
Project # Sponsor Updated
Project # here Sponsor name here Date of update here
123456789
Deliverable Description
Comments
Evaluator
Status
Date of Decision
Deliverable Acceptance Log Project Project Manager Project artifacts Project Acctg Code
ID
Project # Sponsor Updated
Project title here Project manager name here Location of project documents here
Project # here Sponsor name here Date of update here
123456789
Deliverable Description
Comments
Evaluator
Status
Date of Decision
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Page 31 of 36
Man Power Estimate Project title here Project manager name here Location of project documents here
Project Project Manager Project artifacts Project Acctg Code
Project # here Sponsor name here Date of update here
Project # Sponsor Updated
123456789
Name Effort Hours Spent
Resource A B C
Jan
Feb
Mar
Apr
May
June
July
Aug
Sept
Oct
Nov
De c
Total
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
Man Power Estimate Project title here Project manager name here Location of project documents here
Project Project Manager Project artifacts Project Acctg Code
Project # here Sponsor name here Date of update here
Project # Sponsor Updated
123456789
Name Effort Hours Spent
Resource A B C
Jan
Feb
Mar
Apr
May
June
July
Aug
Sept
Oct
Nov
De c
Total
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
Page 32 of 36
Man Power Estimate Project title here Project manager name here Location of project documents here
Project Project Manager Project artifacts Project Acctg Code
Project # here Sponsor name here Date of update here
Project # Sponsor Updated
123456789
Name Effort Hours Spent
Resource
Jan
Feb
Mar
Apr
May
June
July
Aug
Sept
Oct
Nov
Dec
Total
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0 0
act TOTAL plan
0
0
0
0
0
0
0
0
0
0
0
0
0
Man Power Estimate Project title here Project manager name here Location of project documents here
Project Project Manager Project artifacts Project Acctg Code
Project # here Sponsor name here Date of update here
Project # Sponsor Updated
123456789
Name Effort Hours Spent
Resource
Jan
Feb
Mar
Apr
May
June
July
Aug
Sept
Oct
Nov
Dec
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0
act
0
plan
0 0
act TOTAL plan act
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Page 33 of 36
Project Quality Metrics Project Project Manager Project Artifacts Project Acctg Code
ID
Total
act
Project title here Project manager name here Location of project documents here 123456789
Critical Success Criteria
Project # Sponsor Updated
Potential Quality Metric
Project # here Sponsor name here Date of update here
Priority
Metric Target
Action Plan
Project Quality Metrics Project Project Manager Project Artifacts Project Acctg Code
ID
Project title here Project manager name here Location of project documents here 123456789
Critical Success Criteria
Project # here Sponsor name here Date of update here
Project # Sponsor Updated
Potential Quality Metric
Priority
Metric Target
Action Plan
Page 34 of 36
IT/QA Testing Requirements Matrix Project title here Project manager name here Location of project documents here 123456789
Project Project Manager Project artifacts Project Acctg Code
Project # Sponsor Updated
Project # here Sponsor name here Date of update here
The release contains the following features:
1 2 3 4 5 IMPORTANT: Test Requirements Are to Be Advised By Project Engineering Lead
Testing Type
) N r o Y ( d e r i u q e R
r o s n o p S s s e n i s u B
r o s n o p S T I
r e v i r D s s e n i s u B
Quality Testing Requirements
d a e L t c e j o r P s s e n i s u B
r e g a n a M t c e j o r P
r e e n i g n E e g a r o t S
r e e n i e g r n u t E c s u r t m s e t a s A r y B f n S D I
e r u t c e t i h c r A
r e p o l e v e D n ' l p p A
r e e n i g n E d a e L
d a e H t n e m t r a p e D A Q
r e g a n a M A Q
d a e L t c e j o r P A Q
r o s i v r e p u S A Q
IT/QA Testing Requirements Matrix Project title here Project manager name here Location of project documents here 123456789
Project Project Manager Project artifacts Project Acctg Code
Project # Sponsor Updated
Project # here Sponsor name here Date of update here
The release contains the following features:
1 2 3 4 5 IMPORTANT: Test Requirements Are to Be Advised By Project Engineering Lead
) N r o Y ( d e r i u q e R
Testing Type
r o s n o p S s s e n i s u B
r o s n o p S T I
r e v i r D s s e n i s u B
d a e L t c e j o r P s s e n i s u B
r e g a n a M t c e j o r P
r e e n i g n E e g a r o t S
Quality Testing Requirements QA Round 1
1 Securi Security ty 2 Operational Operational Issues Issues 3 Baseline Baseline Development Development 4 Initial Initial fail over testing testing 5 QA Round 2
1 Load Testing Testing 2 Performance Performance Testing Testing 3 3rd Party Connectivi Connectivity ty 4 Orchestration (internal system interfaces) 5 Validate Validate fail over over 6 Run Book review (internal system interfaces) 7 Product Support Issues (check that logs do not fill up) 8 QA Round 3
Endurance (run at 75-80% capacity for 72 hours 1 minimum) 2 Security Security (external interfaces) interfaces) 3 4 5 QA Round 4
1 2 3 4 5
Legend Creates the deliverable Input required Reviews the deliverable Approves the deliverable
C1: primary creator; C2: contributor I R A Page 35 of 36
r e e n i e g r n u t E c s u r t m s e t a s A r y B f n S D I
e r u t c e t i h c r A
r e p o l e v e D n ' l p p A
r e e n i g n E d a e L
d a e H t n e m t r a p e D A Q
r e g a n a M A Q
d a e L t c e j o r P A Q
r o s i v r e p u S A Q
Notified when the deliverable is complete Owns the deliverable upon completion
N O
Page 36 of 36
