Project Planning and Management (Excel)

Document Sample
Project Planning and Management (Excel) Powered By Docstoc
					Project Parameters
Project Name Project Manager Project Start Date Status Report Date Project Deadline Scheduling Frequency New Project Manager's Name 1-Jan-2006 14-Nov-2009 16-Nov-2006 Days

Control Panel
Pre-Define Input Parameters: Project Phases: Manage Project Task List Create Scheduling Chart Run Project Status Report Create Workbooks & Email Update from External Files

Human Resources
Working Hours per day Include: Saturday Name Total Available Productivity 8.0 Sunday Project Participants: Cost/Hr Email Address Start Hour 9:00 Input Denomination

Financial Resources
$0 Capital Expenditure Budgeted Operating Costs: Units Avg Cost Budget 0 -

Factor 0%

Unit Type Hours Total Budgeted Costs

Contingency -

ID Phase 0 Totals

Task Description Description

Dependencies & Deliverables DepID Deliverables


Operating Costs Cost Units

Total -

Capital Costs -


Staffing Hours -

ID Phase 0 Totals

Task Description Description

Staffing Productivity 0% Start

Timing (Dates) End Units

Progress Capex

Completion Date

Day Beginning:

TASKS FULL-TIME HOURS Scheduled Completed COSTS (as at Task end) Operating Costs

Capital Costs

Total Costs

New Project project status report as at
(Start date: , Earned Value analysis denomination: $0) Earned Value Analysis Unit Type Total Operating Costs Capital Expenditure Total Project Costs Cost Risk Analysis Budgeted Project Costs (with Contingency) Projected Project Costs Recovery Costs Completion Analysis Unit Type Totals Performance Measurements BCWS BCWP ACWP Operating Capex Total Variances Cost Schedule Indices CPI 0.0% 0.0% 0.0% SPI 0.0% 0.0% 0.0%

Project Timing Projected Duration Project Deadline Predicted End Date Overrun/(Under run) Remaining Units Budget Schedule Percent Complete Budget Schedule

Number of Units Budgeted Scheduled Completed 20%


Historical Project Performance

Snapshot History Status Report Date 1-Jan-06

Performance Indicies CPI SPI 0.0% 0.0%


0% 1/1/2006 1/2/2006


PREPARATION PROJECT DEFINITION ANALYSIS DESIGN DEVELOPMENT TESTING Perform feasibility study Project Define Document high-level business requirements Document current IT Infrastructure Build state design Build test packs and scripts Perform risk & impact assessment Document project definition report Document high-level technology requirements Perform system testing Define process model Build prototype Document business case Document project plan Document detailed business requirements prototype Define organisational chart Design physical Perform integration testing Document umbrella Document quality plan contract Document detailed technologychart Define location requirements Build physical prototype Perform user acceptance testing Obtain interim funding Document resource terms of reference Define data architecture prototype Test physical Perform regression testing Project definition approved Define application architecture Review implementation readiness Implement prototype Agree Contract Define technical architecture Market and approve prototype Document vendor/client contract Current state design approved Prototype authorised Document future state design Build database Define process modeldatabase Develop Define organisationaldatabase design Produce chart Define location chart Build database Define data architecture Build database testing routines Define application architecture unit testing Perform database Define technical architecture Develop data migration Future state Produce data migration design design approved Perform detailed planning Build data migration components Define organisational change strategy Build data migration testing routines Define development strategy Perform data migration unit testing Define testing strategydevelopment complete Database Define implementation strategy Build application software Define acceptance strategy configuration Design software Define operational support strategy Install and configure software components Build software testing routines Unit test software components Software development complete Build technology hardware Design hardware configuration Install and configure hardware components Build hardware testing routines Unit test hardware components Hardware development complete Build Business Infrastructure Build business processes Document detailed process model Document detailed procedures Unit test processes and procedures Process development complete Undertake communications Document communications plan Communicate organisational changes Communicate system changes Measure communications effectiveness Communications plan implemented Undertake training Document training procedures & handbook Perform organisational training / re-skilling Measure training effectiveness Traininng complete Build physical locations Produce physical location design Purchase / build locations Unit test locations Location development complete

IMPLEMENTATION ACCEPTANCE REVIEW CLOSE-DOWN OPERATIONAL SUPPORT * Schedule implementationPerform final user acceptance post implementation Manage operational schedule (facilities) Document Document project closedown report review * Implement IT Infrastructure Perform final operational acceptance Release resources Manage availability * Implement data migration ignoff implementation completion S Perform contract close-out / change-over Manage capacity * Perform data extraction routines Manage performance * Perform data scrubbing & migration routines Manage backup and recovery * Perform data loading routines Manage disaster recovery * Check data validity Manage against SLAs * Implement application software Manage security * Distribute and install application software Manage data * Test installed application software Manage on-going training * Implement technology hardware Support solution (1st/2nd/3rd level) * Distribute and install technology hardware * Test installed technology hardware * Implement Business Infrastructure * Implement processes * Distribute process & procedural documentation * Check distribution complete * Implement organisational changes * Undertake actual org. changes * * * * d configure software components * * * * * * d configure hardware components * * * * * * detailed process model * * processes and procedures * * * * cate organisational changes * * ommunications effectiveness * cations plan implemented * * training procedures & handbook * rganisational training / re-skilling * * * * * * * * * * * * * * * * * * * * * *

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *




E-MAIL TEXTS Sending Task List to participants: Please find below a list of project tasks for which you have been identified as responsible for. The timing and deliverables for each task reflect those defined in the project plan. Please advise of any issues that you may have regarding this list. Furthermore, regular updates on reporting the progress of these tasks would be greatly appreciated. Requesting Progress reports: Please find below a list of your outstanding project tasks. In order to monitor the status of the overall project, your co-operation is required to report on the progress of each task. Where possible, please provide the exact number of units completed to date. If the the task has been fully completed, please provide the completion date.

Shared By:
Description: The Project Planning and Management template is designed as a generic and affordable Excel based solution to plan and manage any project. Management of the project’s budget as tasks are identified facilitates the processes of business case proposal, valuation analysis, and securing the required funding. Project dynamics can be altered and performance monitored with best practice Earned Value Analysis throughout the complete project management lifecycle.