Project Workbook Information
The project workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. Any of these worksheets can easily be broken out into separate documents. Suggested Sheets for All Projects
Data Minicharter Stoplight Budget CBA Risks Issues Action Miles WBS Roster R&R RAM RCM A&C Decision
Filling out the Data sheet completes the header portion of all remaining sheets in the project workbook. The Project Minicharter sheet can be used as a charter for small projects or a summarization of a full charter for larger projects. The Stoplight Report sheet contains a status report that can be used to keep sponsors, team members, and stakeholders informed of project progress. The Budget sheet allows you to track original budget, expenditures to date, and any cost variance. 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). The Risk Management Matrix sheet 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. The Issues Log sheet allows you to identify and monitor project issues (unplanned events that have happened). 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. The Deliverable Milestones sheet allows you to identify major deliverable milestones and the due dates, objectives, assumptions, and constraints relevant to that deliverable milestone. 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. The Roster sheet provides contact information for all those involved on the project. 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. 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. The Resource Commitment Matrix sheet shows how many effort hours each person on the project has been allocated by month. The Assumptions and Constraints sheet allows you to track project assumptions and constraints. The Decision Log sheet allows you to track all major decisions made during the course of the project.
Project Workbook Information
Comm Stake Expectations Chg Log Deliver PERT Delphi TimeSum Timesheet Size Est Res Load Qual Metrics
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. The Stakeholder Analysis sheet allows you to identify stakeholders, their role, and their requirements. The Expectations sheet allows you to identify and track the expectations of various stakeholders. The 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. The PERT Analysis sheet allows you to perform PERT analysis on WBS tasks. The Delphi Exercise sheet allows you to develop estimates for WBS tasks through the Delphi technique. The Timesheet Totals sheet allows you to track effort hours of your entire team by individual and by month. The Timesheet can be used by each team member to submit effort hours by activity, by month. The Initial Project Size Estimate sheet allows you to estimate, at high-levels (40,000 ft. view), the size of a project. This estimate should not be considered final as requirements and technical specifications typically have not been fully developed yet. The Resource Loading sheet allows you to identify the work effort required, the duration, and the allowed commitment level of each person assigned to the project. The Project Quality Metrics sheet allows you to identify critical success criteria, related quality metrics, and their priority.
Source: www.iappm.org
Project Project # Project manager Sponsor Project artifacts Last updated
Project Minicharter
Project Project manager Project artifacts Background Project # Sponsor Updated
0
Business need and business benefits
Objectives
Scope
In Scope
Out of Scope
Deliverables
Deliverable
Due Date
Flexibility matrix
Scope Schedule Cost Assumptions & Constraints Category Risks Risk Description
Key considerations
Project Minicharter
Success criteria
12345-
Signatures Sponsor
Signature Printed name Date
Project manager
Signature Printed name Date
Stoplight Report
Project Project manager Project artifacts Project # Sponsor Updated Deliverables 5 6
0
1 Schedule Scope Cost Risk Issues Planned completion Est. completion
2
3
4
7
8
9
10
Management Alert
ID Situation Requiring Management Attention Action Plan Owner
Accomplishments During Reporting Period
ID Description of Accomplishment Planned Completion Date Completed Owner Comments
Deliverables 1 2 3 4 5
Title/Description 6 7 8 9 10
Title/Description
Budget
Project Project manager Project artifacts Project # Sponsor Updated
0
Budget Status
Approved Budget Planned Expenditures to Date Actual Expenditures to Date Variance
$0.00
$0.00
Planned Remaining Budget
$0.00
Actual Remaining Budget
$0.00
Variance
$0.00
Additional $ needed
$0.00
$0.00
Budget Details
Internal Expenses Salaries Hourly Rate # Hours Total Cost
Type of resource Type of resource Type of resource Type of resource Type of resource Type of resource
Other Internal Expenses
$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
Total Cost
Type of expense Type of expense Type of expense
Total Internal Expenses External Expenses Consulting Costs
$0.00 $0.00 $0.00 $0.00
Total Cost
Type of consulting Type of consulting Type of consulting
Capital Expenditures
$0.00 $0.00 $0.00
Total Cost
Type of expense Type of expense Type of expense
Total External Expenses
$0.00 $0.00 $0.00 $0.00 $0.00
Total Budget
Cost/Benefit Analysis
Project Project manager Project artifacts Project # Sponsor Updated
0
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 Benefits/Savings
$0.00
$0.00
$0.00
$0.00
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 Future Value
$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
Present Value
Interest Rate
# Periods
Future Value
$0.00 Present Value
Future Value Interest Rate # Periods Present Value
$0.00
$0.00
Cost/Benefit Analysis
Net Present Value
Period Cash Flow Present Value
1 2 3 4 5
Totals Project development cost Net present value
$0.00
$0.00 $0.00 $0.00
Risk Management Matrix (Risk Register)
Project Project manager Project artifacts Detectability Importance Probability Project # Sponsor Updated
0
Impact
ID
Risk Description
Category
Trigger Event/Indicator
Risk Response and Description
Contingency Plan
Owner
Status
Date Entered
Date to Review
1 What is this risk? 2 3 4 5 6 7 8 9 10 11 12 13
0 0 0 0 0 0 0 0 0 0 0 0 0
What act or event initiates either the risk occurrence or precipitates the response strategy?
How will you respond to this risk and what actions will you take to match that response?
If the risk becomes a reality, what will you do in response, as a backup, or alternative/ workaround?
Who monitors this risk?
Risk Management Matrix (Risk Register)
14 15 0 0
Issues Log
Project Project manager Project artifacts Project # Sponsor Updated
0
Importance
ID
Issue Description
Project Impact
Action Plan/Resolution
Owner
Date Entered
Date to Review
Date Resolved
1 What is the issue? 2 3 4 5 6 7 8 9 10 11
How will this impact scope, schedule & cost?
How do you intend to deal with this issue?
Who manages this issue?
Issues Log
12 13 14 15
Action Items
Project Project manager Project artifacts Project # Sponsor Updated
0
ID
Action Item
Owner
Status
Date Entered
Planned Completion
Actual Completion
Comments
1 What is the item to be completed? 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Who manages this issue?
Action Items
Deliverable Milestones
Project Project manager Project artifacts Project # Sponsor Updated
0
ID
Milestone
Description
Planned Actual Completion Completion
Objectives
Assumptions
Constraints
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Work Breakdown Structure
Project Project manager Project artifacts Dependencies Project # Sponsor Updated
0
ID
Task
Effort Status Hours
Cost
Start Date
Planned Completion
Estimate to Completion
Actual Completion
Resource
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
ID # of task
Roster
Project Project manager Project artifacts Project # Sponsor Updated
0
Name
Core/ Extended Team
Title
Dept.
Phone
Cell Phone
E-Mail
Project Role
000.000.0000 000.000.0000
Name
Core/ Extended Team
Title
Dept.
Phone
Cell Phone
E-Mail
Project Role
Roles and Responsibilities
Project Project manager Project artifacts Project # Sponsor Updated
0
Name
Core/ Extended Team
% Assigned
Deliverables Leading
Deliverables Participating On
Project Role
Responsibility
Other Project Assignments
Resource Assignment Matrix
Project Project manager Project artifacts Project # Sponsor Updated Data Staging Programmer
0
Tech Support Specialist
Tech/Security Architect
Business Project Lead
Business Sys. Analyst
Data Staging Designer
Business End Users
Business Sponsor
Appl'n Developer
Project Manager
Business Driver
Data Steward
Data Modeler
Project Task Project Management and Requirements
Initiation
1 2 3 4 5
Develop preliminary project scope Identify business need Develop preliminary budget Identify preliminary return on investment Complete project charter
Planning
1 2 3 4 5 6 7 8 9 10 11 12 13
Establish project identity Identify project team/resources Conduct stakeholder analysis Prepare draft project schedule Conduct project kickoff meeting Gather detailed user requirements Define current business processes (as is) Revise project schedule Develop project communication plan Develop project organizational structure Identify training plan Develop project quality plan Develop scope management plan
QA Analyst
IS Sponsor
Educator
DBA
14 15 16 17 18 19 20 21 22 23
Develop risk management plan Develop change management plan Develop cost management plan Develop schedule management plan Develop technical specifications Develop technical architecture Conduct project procurement Finalize project budget Finalize return on investment Ongoing project management
Execution
1 2 3 4 5 6
Develop training materials Execute communication plan Develop software Develop new business processes (to be) Deploy new software Conduct training
Closing
1 2 3 4 5 6 7
Get deliverable acceptance Close out contracts Finalize budget Finalize return on investment Conduct closure survey Conduct/document lessons learned Archive 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
Resource Commitment Matrix
Project Project manager Project artifacts Project # Sponsor Updated Effort Hours Committed June July Aug
0
Names
Jan
Feb
Mar
Apr
May
Sept
Oct
Nov
Dec
Total
Total
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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Assumptions and Constraints
Project Project manager Project artifacts Project # Sponsor Updated
0
ID
Description
Comments
Type
Status
Date Entered
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Decision Log
Project Project manager Project artifacts Project # Sponsor Updated
0
ID
Decision Description
Comments
Owner
Status
Date Entered
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Communication Plan
Project Project manager Project artifacts Project # Sponsor Updated
0
ID
Communication
1 What type of communication is this? 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
What is the description of the contents/purpose of this communication?
Description
Frequency
Format
Owner
Recipient/ Attendees
Who sends? Who gets?
Stakeholder Analysis
Project Project Manager Project Artifacts Project # Sponsor Updated
0
ID
Stakeholder
Role
Impact
Influence
Risk Tolerance
Needs
Responsibility
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Expectations
Project Project manager Project artifacts ID Expectation Description Project # Sponsor Updated Source Must Have Want to Have Nice to Have
0
Date Identified
Change Control Log
Project Project Manager Project Artifacts Project # Sponsor Updated
0
Priority
ID
Change Description
Originator
Date Entered
Date Assigned
Evaluator
Status
Date of Decision
Included in Rev. #
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Deliverable Acceptance Log
Project Project manager Project artifacts Project # Sponsor Updated
0
ID
Deliverable Description
Comments
Evaluator
Status
Date of Decision
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
PERT Analysis
Project Project Manager Project Artifacts Project # Sponsor Updated
0
ID
Task
Most Likely
Min
Max
PERT Est
15/15 Comp' ed Est
Std Dev
+1 Std Dev
-1 Std Dev
+2 Std Dev
-2 Std Dev
+3 Std Dev
-3 Std Dev
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 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 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 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 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 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 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 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 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
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 0.00 0.00 0.00
PERT Analysis
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 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 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 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 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 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 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 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 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 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 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 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 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Delphi Exercise
Project Project manager Project artifacts Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Project # Sponsor Updated
0
Sample task here Name 1 Name 2
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0
#DIV/0! #DIV/0! #DIV/0!
Delphi Exercise
Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum Task Team members Most likely Minimum Maximum
Sample task here Name 1 Name 2
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0 Sample task here Name 1 Name 2
#DIV/0! #DIV/0! #DIV/0!
Name 3
Name 4
Name 5
Name 6
Name 7
Name 8
Total
Average
0 0 0
#DIV/0! #DIV/0! #DIV/0!
Timesheet Totals
Project Project manager Project artifacts Project # Sponsor Updated Effort Hours Spent June July Aug
0
Name
Jan
Feb
Mar
Apr
May
Sept
Oct
Nov
Dec
Total
Total
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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Timesheet
Project Project manager Project artifacts Name Task Project # Sponsor Updated
0
Insert name here
Jan Feb Mar Apr May Effort Hours Spent June July Aug Sept Oct Nov Dec Total
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 0 0 0
Timesheet
Total
0
0
0
0
0
0
0
0
0
0
0
0
0
Initial Project Size Estimate
Project Project manager Project artifacts Project # Sponsor Updated Scope Estimate Technology Systems Impacted 1 to 2 Less than 50 # of Business Requirements 51 - 100 100 or more Cost Estimate # of Resources Involved Less than 10 Less than 50 # of Business Requirements 51 - 100 100 or more 11 to 50 51 or More 3 to 5 6 or more
0
Automatically do; no approval needed
Approval required
Automatically do; no approval needed
Approval required
Cost Estimate # of Resources Involved Less than 10 11 to 50 51 or More
Low Benefit Medium High
Avoid
Automatically do; no approval needed
Resource Loading
Project Project manager Project artifacts Project # Sponsor Updated Effort Hours Committed
0
ID
Names
Estimate of Total Effort
Activity Duration
Commitment Level
Total
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Effort Hours Committed
ID
Names
Estimate of Total Effort
Activity Duration
Commitment Level
Total
0 0 0 0 0 0 0 0 0 0 0 0
Total
0
0
0
0
Project Quality Metrics
Project Project Manager Project Artifacts Project # Sponsor Updated
0
ID
Critical Success Criteria
Potential Quality Metric
Priority
Metric Target
Action Plan