INTRANET: Project Management/Leadership
Forms and Templates
Note: When you click on one of the following documents that is in MS format, it will automatically go to your computer’s “Download” folder.
- Charter Template – MS Word
- Stakeholder Checklist – MS Word
- PM Tools Checklist – PDF
- Deliverables Worksheet – MS Word
- Requirements Document – MS Word
- Preliminary Schedule – MS Excel (I recommend you create the Preliminary Schedule in a project management software)
- Work Breakdown Structure Template – MS Excel (I recommend you create the WBS in a project management software)
- Work Plan Template – MS Word
- Communications Plan – MS Word
- Change Log – MS Excel
- Change Request Form – MS Word
- Risk Log – MS Excel
- Issues Log – MS Excel
- Status Report – MS Word
- Close Out Report – MS Word
-
RACI Chart – MS Word
- Agile Terms – PDF
PMI Project Management Professional (PMP) Certification
Click here for information on the PMP Certification process.
PMP Exam: How to Pass On Your First Try – Andy Crowe (great PMP Exam prep book and the one I used)
Recommended Reading (for Project Management/Leadership)
The Project Success Method by Clinton Padgett
Work Breakdown Structures by Eric Norman, Shelly Brotherton, and Robert Fried
The Project Whisperer by Pam Stanton
Alpha Project Managers by Andy Crowe
Five Dysfunctions of a Team by Patrick Lencioni
Influencing Without Authority by Allan Cohen and David L. Bradford
Decisive by Chip Heath and Dan Heath
Death by Meeting by Patrick Lencioni
Boring Meetings Suck by Jon Petz
Leadership and the One Minute Manager by Ken Blanchard and Patricia Zigarmi
Go Put Your Strengths to Work by Marcus Buckingham
How to Lay Down the Law If Your Team Keeps Blowing Deadlines by Patty Azzarello
The Leader’s Compass by Ed Ruggero and Dennis F. Haley
One More Time: How Do You Motivate Employees? (article by Frederick Herzberg)
Never Split the Difference: Negotiating As If Your Life Depended It by Christopher Voss and Tahl Raz
Getting to Yes: Negotiating Agreement Without Giving In by Roger Fisher and William Ury
Risk Assessment Framework: Successfully Navigating Uncertainty by Ray Frohnhoefer
Developing Strength-Based Project Teams by Martha Buelt and Connie Plowman
PM Software
Here’s a link to Project Libre – the free opensource alternative to Microsoft Project.
Here’s a link to my favorite project management software WBS Schedule Pro.
Misc
I get a lot of questions about different project management methodologies such as Agile, Scrum, Waterfall, etc. Here is a link to a website that does a good job of explaining what these methodologies are and their differences. Good luck!
There’s a strong connection between the discipline of project management and the Stage-Gate Process developed by Dr. Robert Cooper, Professor of Marketing at McMaster University in Canada. Here’s an article on the Stage-Gate Process written by Dr. Robert Cooper that outlines the connection.
Back in 2012 – 2013, Deloitte performed a global survey on technology implementation projects. I believe their findings are still relevant today (2022). Click here to download a copy of the survey findings.