EPMO Resource

Charts used to report the project performance using Agile metrics.

Keywords: Agile, Scrum, charts, performance

Template used to describe what the investment is about, benefits it will provide, how it aligns with goals and objectives of the organization, etc. It should also include alternative solutions

Keywords: Template, business case, investment

Document that includes a list of items that should be included in a business case.

Keywords: Business case, checklist, investment

Template used to create the change control plan.

Keywords: Change, template, management, request, plan

Template used to create a log of change requests for a project.

Keywords: Change, template, management, request, log

Template used to request changes to a project.

Keywords: Change, template, management, request, form

Template used to create a table of project communication events.

Keywords: Template, communications, log

Template used to promote the success of a project by meeting the information needs of stakeholders. CMP defines the project's structure and methods of information collection, screening, formatting, and distribution. It outlines understanding among teams regarding the actions and processes necessary to facilitate the critical links among people, ideas, and information that are necessary for project success.

Keywords: Template, communications, plan

Template used to document and inform project stakeholders about CM with the project, what tools will be used, and how they will be applied by the project to promote success.

Keywords: Template, configuration, management, plan

Template used to create a contingency plan that establishes procedures to recover the project following a disruption.

Keywords: Template, contingency, recovery, plan, disruption, continuity

Template used to create the process to move the project solution from the development to the production environment.

Keywords: Template, cutover, go-live, plan, dispose

Template used to plan the end of operations or the system in a planned, orderly manner and ensure that system components and data are properly archived or incorporated into other systems.

Keywords: Dispose, disposition, plan, remove

Template used to create a charter for a project's governance body. It provides a preliminary delineation of roles and responsibilities, outlines GC objectives, and defines authority.

Keywords: Governance, council, charter

Template used to record identified issues for a project.

Keywords: Issue, log, template

Template used to record lessons learned throughout a project.

Keywords: Lessons, log, learned

Template used to create the O&M manual for a system.

Keywords: Operations, maintenance, O&M, plan, manual

Template used to create OCM to prepare for the implementation of a new project.

Keywords: OCM, organizational, change, plan, template

Template used to create CMP to promote the success of a project by managing changes in order to keep the scope, cost, quality, and schedule under control with full traceability. 

Keywords: Change, management, plan, template

Template used to create the project charter.

Keywords: Project, charter, template

Template used to identify activities and deliverables necessary to ensure that a project has achieved its intended purpose.

Keywords: Project, closeout, complete, template.

Template used to create the financial management plan to ensure the project comes in on budget.

Keywords: Financial, budget, cost, management, plan, template

Sample of a project governance plan.

Keywords: Project, governance, plan, sample

Template used to create a project management plan.

Keywords: Project, management, plan, template

Checklist used when closing out a project.

Keywords: Shut, down, closeout, project, checklist

Template used to authorize and document the justifications for using, not using, or combining specific PM practices and the selection of specific deliverables applicable to the investment or project, including the expected level of detail to be provided.

Keywords: Quality, assurance, plan, template

Template used to document information necessary to effectively manage project requirements from definition through traceability to delivery.

Keywords: Requirements, management, plan

Example of a requirement traceability matrix.

Keywords: Requirements, traceability, matrix

Template used to understand responsibilities for a project.

Keywords: RACI, template, responsibility, chart

Template used to track risks for a project.

Keywords: Risk, register, log, template

Template used to identify, assess, respond to, monitor, and report risks.

Keywords: Risk, register, log, template

Template used to request staffing changes for a project.

Keywords: Change, request, form, request, staffing

Template used to outline the testing strategy that the implementation team will use during the testing phases of a project.

Keywords: Testing, test, strategy, template

Template used to create a training plan that establishes procedures to plan, develop, implement, and maintain the project training program and curriculum.

Keywords: training, plan, template