PROJECT MANAGENT

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PROJECT MANAGENT TOOLBOX PREMIUM

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PREMIUM. PROJECT MANAGENT . TOOLBOX. Project Organization. Project Management − Triangle. Project management can only be successful if the desired objective can be achieved in all three target dimensions. . Expectations of Stakeholder. Time. Costs. Quality. - PowerPoint PPT Presentation

Transcript of PROJECT MANAGENT

Page 1: PROJECT MANAGENT

PROJECT MANAGENT TOOLBOXPREMIUM

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Project Organization

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<Project name>

Project Management − TriangleProject management can only be successful if the desired objective can be achieved in all three target dimensions.

Expectations of Stakeholder

CostsTime

Quality

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<Project name>

Project Management − TriangleProject management can only be successful if the desired objective can be achieved in all three target dimensions.

CostsExpectations of StakeholderTime

Quality

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<Project name>

Role of Client

Project Organization − Role Allocation

Initiator and client of project Assigning of project manager

and deciding of the project organization. Competence regulation of project manager.

Approval of project and project results / Mile stones

Involvement of affected Departments for the projectClient

Project Manager

ProjectEmployee

SteeringCommittee

Expert

Sponsor

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Role of Project Manager

Project Organization − Project Manager

Moderation of objective and goal process with client

Responsible for the achieving of agreements of project results and goals

Responsible of operative planning and controlling of project terms of structure, process, schedule, capacity and cost.

Make substantive decisions Give instructions or job orders

to staff members with in the project.

Client

Project Manager

ProjectEmployee

SteeringCommittee

Expert

Sponsor

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Role of Project Employee

Project Organization − Project Employee

Responsible for the implementation of the assigned work packages and tasks.

Technical and administrative tasks.

Finish assigned work units correctly, in a timely manner and on budget.

Coordination within the team and with project manager.

Reporting of work progress of the project.

Inform project manager on time about risks and target-information-deviations.

Client

Project Manager

ProjectEmployee

SteeringCommittee

Expert

Sponsor

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Role of Steering Committee

Project Organization − Steering Committee

Steering Committee as the supreme decision-making body of the project organization.

The project supporters Support the project management and staff in planning and managing the project.

Making decisions that are outside the competence of project manager.

Monitoring of project results and progress.

Identification of plan deviations

SteeringCommittee

Client Expert

ProjectManager

ProjectEmployee

Sponsor

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Role of Expert

Project Organization − Expert

Technical supervisors who provide their know-how and resources to achieve the project objectives.

SteeringCommittee

Client Expert

Project Manager

ProjectEmployee

Sponsor

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Role of the sponsor / of the sponsors

Project Organization − Sponsor

Internal support of the project manager and project teams

Minimization of acceptance problems and resistors.

Representation and defense of the project steering committee meetings, committees and events.

Representation of the project in public project activities and publications.

SteeringCommittee

Client Expert

Project Manager

ProjectEmployee

Sponsor

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<Project name>

General overview of all activities during project execution

Project Management − Phase Model

Phase 1Projectdefinition

Phase 2Projectplanning

Phase 3Projectmanagement

Phase 4Projectconclusion

General planning Exchange of information / meetings / procurement

Project Acceptance / Conclusion MeetingActual analysis / output analysis

Action Plan / List of activities / milestones Control / Project Controlling Touchdown / RolloutGoal setting / goal definition

Project organization / team / Responsibilities Documentation / Reporting Variance analysisDomains of action / task

clarification

Procedure planning / scheduling Identification of plan deviations Experience backup / reportingFeasibility Analysis / Risks

Detailed Planning Employee motivation /control Costing / Reviews / DevelopmentProject Marketing / Reporting

Project structure plan Conflict Management Final documentationProject assignment / Kickoff

Profitability analysis / risk analysis

Staff Management / Team Development

Resolution of the Project Organization

Timing and resource requirements

Activ

ities

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General overview of all activities during the project implementation

Project Management − Simple Phase Model

Initiation Project setup Planning Realization Introduction Acceptance

Project kick off CompletionProject construct

Project approval Release planning Implementation

ReleaseImplementation results

Discharge ofproject teams

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General overview of all activities during the project implementation

Project Management − Parallel Phase Model

Initiation

Project setup

Planning

Realization

AcceptanceIntroduction

Discharge ofproject teams

Implementation

ReleaseImplementation results

Release planning

CompletionProject construct

Project kick off

Project approval

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General overview of all activities during the project implementation

Project Management − Iterative phase model

Initiation AcceptanceIntroductionRealizationPlanningProject setup

Project kick off ReleaseImplementation results

Discharge ofproject teams

Implementation

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General overview of all activities during the project implementation

Project Management − V-ModelDe

taili

ng

Time

System requirement

analysis

Systemarchitecture

Systemdesign

Softwarearchitecture

Softwaredesign

Acceptanceand use

Unittests

Integrationtests

SystemIntegration

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Project Organization − FormsYou differentiate between several forms of project organization. They all may vary and can be blend into each other.

Line-and-StaffProject Organization

(also influence project organization)

Oth

er fo

rms

Pure Project Organization

(Task Force)

Matrix-Project Organization

Line-Project Organization

(no independent project organization but a task)

Project Company (organizational and legal independence)

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Project Definition

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<Project name>

Project Organization − Staff Project OrganizationLine organization of the company, project management as staff coordinates tasks with no decision-making or managerial authority

Corporate Management

1

Department A Department B Department C

2 3

StaffProject Manager

1,2,3 = Project Employees

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Project Organization − Pure Project OrganizationProject staff work under the guidance of the Project Managementonly (full time) for the project

Project Manager

Task-Force-Group or autonomous project organisation

1 2 3 1 2 3

Department A Department B Department C

Corporate Management

Staff

1,2,3 = Project Employees

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Project Organization − Matrix Project OrganizationMixed form with division of responsibilities between project management and organizational lines. Project management is fully responsible for the project and delegates responsibilities to the Departments

1,2,3 = Project Employees

Project Manager 1 2 3

Department A Department B Department C

Corporate Management

Staff

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Project Organization − FormsField of application, advantages and disadvantages

Whe

n?ad

vant

age

disa

dvan

tage

Line-and-StaffProject Organization

Small project Few staff members Low project scope / low

risk / low level of innovation

Less organizational effort

No one really responsible Neglect of short-term

project task

1 Pure Project Organization2

Major projects Many employees Long project duration and outmost

project scope/ time pressure / high degree of innovation

Uniform management by projectObvious group membership

Problem of reintegration after project completion through the transfer of project participants

Matrix-Project Organization3

Combination of 1 and 2 If coordination is to high for line-and-

staff project organization

Project manager fully responsible Advancement of expertise of

employees Flexible allocation of staff resources

Conflicts regarding prerogativesif not clearly defined

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Project Organization − Internal StructureLarger projects with subproject management

Project tasksProject instances

Overall project management

Subprojectmanagement 1

Subprojectmanagement 2

Subprojectmanagement 3

Subprojectmanagement 1

Subprojectmanagement 2

Subprojectmanagement 3

Controlof Project

Management of Project

Implementationof Project

Steering Committee

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Goal Criteria − SMARTThe 5 criteria that define a goal so that it can be used in project management

Specific

Objectives have to be specific and positively

described.

Measurable

A goal achievement

should be measurable.

Attainable

It should be attractive for the project team to reach the goal.

Realistic

The objective needs to be

achievable in a realistic way.

Time-bound

The goal has to set within a time frame.

S M A R T

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Summary of all relevant information and clear statement on the agreement of the process during implementation.

Project Assignment − Target Definition and Benefits

Project Name / No. Insert Name of the project here (PM 11/2015) Account / Order 110

Client Percy Placeholder (Position) Project Manager Eva Example (Position)

Date 01.01.2015

Top field with project information

Problem /Actual Condition

Description of the context and problem description.Strategic purpose and reason for the project.

Target Description /Expected Results

Result of the project?Detailed description of the target state / Concrete expectations(not approach, but the final state)

Task What needs to be done?

Question and Answer Form (Part 1)

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Project Assignment − Target Definition and Benefits

Indicators for Achievement Quantitative target indicators, measurements of the target properties, in which the project's success can be measured

Expected Benefits Concrete benefits (quantitative, qualitative, strategic, target group)

Involved Departments List of agencies that need to be integrated.

Resources Available tools and resources.

Non-goals Results , beyond the scope of the project./ shouldn’t be reached. (out of scope)

Consequences Problems and risks if the project is not carried out.

Conditions andCritical Success Factors

Criteria to evaluate the success of the project afterward.What needs to be considered? What limits should not be exceeded?

Question and Answer Form (Part 2)

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Project Assignment − Target Definition and Benefits

Role Organization and Responsibilities

Client: <Name>, <function>, profile, responsibilities and competences

Committee: Definition of steering committee of project

Project Manager: <Name>, <function>, profile, responsibilities and competences

Project Team: <Name>, <function>, profile, responsibilities and competences

Reporting Who will report in which form. To which milestones will reports be expected?

Risk Management Perceived risks, prevention and solutions.Later more detailed risk analysis

Indicators for Achievement Quantitative target indicators, measurements of the target properties

Question and Answer Form (Part 2)

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Project Assignment − Criteria to Goal Achievement

Criterion / Measure Deadline Criterion / Measure Deadline

Description of 1. Criterion Description of 4. Criterion

Description of 2. Criterion Description of 5. Criterion

Description of 3. Criterion Description of 6. Criterion

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Project Assignment − Deadline / MilestonesProject NameProject Start 01.01.2015 Project End 25.06.2015 Project Duration 6 Months

Milestones:

01.01.2015 Milestones 1

01.01.2015 Milestones 1

01.01.2015 Milestones 1

01.01.2015 Milestones 1

01.11.2015 Milestones 1

01.11.2015 Milestones 1

01.11.2015 Milestones 1

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History / Versioning

Version Deadline Author Alternation / Reason

1.1 01.01.2015 <Your Name> <Your Text>

1.2 05.01.2015 <Your Name> <Your Text>

1.3 14.01.2015 <Your Name> <Your Text>

1.4 18.01.2015 <Your Name> <Your Text>

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Milestone Plan

Description / Phase Note Deadline

Project Start

Project Decision

Preparation Phase

<Step>

<Step>

Implementation Phase

<Step>

<Step>

Introduction

<Step>

<Step>

Project Conclusion

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Milestone Plan

Description/ PhaseInitial Planning (Target) Current Planning (Target)

DeadlineFrom: Till: From: Till:

Project Start 01.01.2015 01.01.2015 01.01.2015 01.01.2015 01.01.2015

Project Decision 01.01.2015

Preparation Phase 01.01.2015

<Step> 01.01.2015

<Step> 01.01.2015

Implementation Phase 01.01.2015

<Step> 01.01.2015

<Step> 01.01.2015

Introduction 01.01.2015

<Step> 01.01.2015

<Step> 01.01.2015

Project Conclusion 01.01.2015

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Project Name

Project Assignment − Effort/ Cost Estimation

Type of Cost Description Effort CostsStaff Costs Project team with X Employees

in: Person-days

Name 1 (Project Manager)Name 2 (Function/ Department)Name 3 (Function/ Department)Name 4 (Function/ Department)Name 5 (Function/ Department)

Subtotal

xx Daysxx Daysxx Daysxx Daysxx Days

00.000 €00.000 €00.000 €00.000 €00.000 €

00.000 €

Material Expenses External services / external consulting costs 00.000 €

Investment Material costs, material and equipment 00.000 €

Travel Expenses 00.000 €

Total 000.000 €

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Project Name

Project Organization − Project Manager / Project Team

Function Name Phone E-Mail Time portion (%)

<your function> <your Name> <phone number> <e-mail address> 100%

<your function> <your Name> <phone number> <e-mail address> 100%

<your function> <your Name> <phone number> <e-mail address> 75%

<your function> <your Name> <phone number> <e-mail address> 25%

Alternative: Department

Proposal Project Manager:

Proposal Project Team:

Function Name Phone E-Mail Leave of Absence

Project Manager <your Name> <phone number> <e-mail address> -

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Project Name

Project Organization − Project Manager / Project Team

Function Name Phone E-Mail Leave of Absence

<your function> <your Name> <phone number> <e-mail address> 100%

<your function> <your Name> <phone number> <e-mail address> 100%

<your function> <your Name> <phone number> <e-mail address> 75%

<your function> <your Name> <phone number> <e-mail address> 25%

Alternative: Department

Proposal Project Manager:

Proposal Project Team:

Function Name Phone E-Mail Leave of Absence

Project Manager <your Name> <phone number> <e-mail address> -

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Project Name

Project Organization − Project Manager / Project Team

Function Name Field of Activity Time portion

Project Client <Name> <Text> 100%

Project Manager <Name> <Text> 100%

Project Employee <Name> <Text> 50%

<Name> <Text> 50%

… … …

Project Coach … … ..

… … … ..

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Project Name

Project Organization − Steering Committee

Function Name Phone E-Mail Notes

Chairman <Name> 040/55123456 <e-mail address>

<your function> <your Name> <phone number> <e-mail address>

<your function> <your Name> <phone number> <e-mail address>

<your function> <your Name> <phone number> <e-mail address>

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Project Organization − Holiday and Daily AbsenceCoordination of project planning vacations and absences

A Absences Vacations

No. Employee Absent days 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

1 <Name> A A A A A A A A A

2 <Name> A

3 <Name>

4 <Name>

5 <Name>

6 <Name>

7 <Name>

8 <Name>

9 <Name>

10 <Name>

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Project Organization − Holiday and Daily AbsenceCoordination of project planning vacations and absences

A Absences Vacations

No. Employee Absent days 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

1 <Name> A A A A A A A A A

2 <Name> A

3 <Name>

4 <Name>

5 <Name>

6 <Name>

7 <Name>

8 <Name>

9 <Name>

10 <Name>

11 <Name>

12 <Name>

13 <Name>

14 <Name>

15 <Name>

16 <Name>

17 <Name>

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Task Matrix Regulation of Tasks, Competences, Responsibility

Function / Role Main-Tasks Competences Responsibilities

ClientContribution to business developmentPoint of the project review

Project assignmentInterest of the company (overall responsibility)Compatibility of the project with company strategy

Project managerPlanning the projectand organization of the project resources, Coordination of tasks

Signature authority up to xxx Dollar (predefined max. amount)

Schedule goals, cost targets and quality objectivesResult processing

Project employee Determine work package contentSupport of planning Task related competence Professionalism

Project committeeExpertiseSupport of planningInterface management

Recommendations, decisions, guidelines

Conflict- and Problem solving Professionalism

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PersonFunction Client Project

managerEmployee

AEmployee

BEmployee

C …. Projectcommittee

Project assignment R I I I

Assign Project manager R

Overall project management R

Reporting

Assign project team

Specification book

Design project plan

Prepare decisions

Requirement Specifications A R C C

Issuing sub-assignments

Budget responsibility

Clarification of conflicts

Project assignment

RACI Matrix / Authority MatrixDefinition of the functions of all people involved in the project(Responsible, Accountable, Consulted und Informed)

R = Responsible A = Accountable, Approved C = Consulted I = Getting Informed

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Project Name

Project Assignment − Release / Project Decision

The project (<Project Name>) has been sufficiently discussed with all stakeholders. This presentation / document contains the current version (<version>) all scheduled milestones, conditions and available resources in order to award the project required precision. The project will be outlined here as released and implemented.

Date:01.01.15

Signature Client Signature Project Manager

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Team-Building ProcessesTeam building is a development process where the course is divided into 4 phases plus a resolution phase.

Perf

orm

ance

Course of time

Low

High

Orientation phase (forming)1

Growth phase(performing)4

Cooperation phase(norming)3Confrontation phase

(storming)2

Resolution phase (adjourning)5

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Team rulesDetermining the interaction with each other, information flow and the response to problems or agreement violations

General handling of the project team

Address conflicts and problems and solve them instead of disguise

Cohesion / work together as a team Each team member is equivalent Hierarchies are not important Open communication with project

manager Establishment of a representation

scheme Role in the team can change

Task distribution

Delegating tasks as an agreement not an order

Distribution of tasks based on skills, competencies and capacities

Conferences & Meetings

On time appearance to meetings Liability / information of any delays

or absence No disturbance Actively listen and let others speak Statements can be questioned Each question is helpful Every opinion counts / accept other

views Don‘t stray from the subject Discussions remain in the meeting

Moderator will be appointed for each meeting

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Team rulesDetermining the interaction with each other, information flow and the response to problems or agreement violations

Decisions

Clear decision agreed rules (How will it be decided?)

Majority decision Unanimity Decision by Project manager Joint representation of the

decision to the outside

Sanctions for Rule Violation

Compliance of the rules is observed Anybody can appoint to the rules On violation the rule may be

immediately redressed Constructive criticism objectively and

not personal (not blame) Nobody takes an action which wasn‘t

discussed before

Information &Documentation

Clear agreements concerning regular information and documentation

Information Requirements (Who supplies what till when?)

Determine the distribution (central, demand-driven)

Distribution for team members who could not attend meetings

Any time accessible for all people involved in project

Uniform level of information Central and results-oriented

documentation

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Guiding Principles for Project ManagementDetermining the guiding philosophy as guidelines and their implementation

1Development of personal

objectives with employees (management by objectives)

2Amplifying on the

development needs, skills and problems of employees

3Time for staff appraisals

(open door policy)

4Compliance and

assurance of team rules

5Assure enough comp time

of the team members (Work hours, vacation)

6Motivate Employees

and release their performance potential

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Project Manager ─ FunctionDescription of the role, tasks, authority and responsibilities

Clear definition of role and responsibilities of project manager Identifiable as supervisor Implementation of successful project management Decision-making competences and availability of staff resources (exception staff project organization) Loyalty to the project and project team

Task Clarification of project objectives and project contents Organization of the project development Planning and monitoring of the project Team management, role clarification, conflict resolution and problem solving Creation and distribution of work packages Decision on planning, project execution and project control Project Controller (planning and monitoring cost, schedule and resources) Perform changes in the course of the project Motivation of the project team through meetings and support Market the project internally and externally Report to the Steering Committee / client through status reports

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Subproject Leader ─ FunctionDescription of the role, tasks, authority and responsibilities

Does sub-tasks of project management and project implementation Autonomously directs a clearly identifiable part of the project (closed work units) Delegated parts of project management to other team members Work closely with project manager

Task Same responsibility as project manager, but only for the part of the sub-project

Update of the planning of sub-project Delegates work packets in-house or to subcontractors

Controlling and regular reportingConstitution of status reports to the Project manager

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Project Planning

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<Project name>

Project Planning − Quality PlanningPlanning and Control of Quality of Services and Results

Customer OrientationPersonal Quality

Process Quality and Product Quality

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Project Structure Plan (PSP)Hierarchical structure of the performance scale (main and sub-tasks, work packages), necessary to achieve the project objectives.

Description of the organizational examination

Blocks of tasks resulting from the main task

detailed described, defined, measurable activities that accrue to the team members during the investigation

Subtask 1.1 Subtask 1.2

Work package 1.1.1

Wor kpackage 1.1.2

Work package 1.2.1

Work package 1.2.2

Work package 1.3.1

Work package 1.3.2

Subtask n.n

Work package 1.4.1

Work package 1.4.2

Main Task (Project)

Subtask 1 Subtask 2 Subtask 3

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Project Structure Plan (PSP)

Project Name

Subtask 1 Subtask 5Subtask 4Subtask 2 Subtask 3

Work package 2.9 Work package 3.9 Work package 4.9

Work package 4.9.1

Work package 1.1 Work package 2.1 Work package 3.1 Work package 4.1 Work package 5.1

Work package 1.2 Work package 2.2 Work package 3.2 Work package 4.2 Work package 5.2

Work package 1.3 Work package 2.3 Work package 3.3 Work package 4.3 Work package 5.3

Work package 1.4 Work package 2.4 Work package 3.4 Work package 4.4 Work package 5.4

Work package 1.5 Work package 2.5 Work package 3.5 Work package 4.5 Work package 5.5

Work package 1.7 Work package 2.7 Work package 3.7 Work package 4.7 Work package 5.7

Work package 1.6 Work package 2.6 Work package 3.6 Work package 4.6 Work package 5.6

Work package 2.8 Work package 3.8 Work package 4.8 Work package 5.8

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List of Activity / Work PackageName (WP) Name of Work package WP-Nr. 2011/05

Responsible <Name> Date 01.01.2015

Result / Target Description:The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.

No. Employee / Activity Duration Yee Duration Completed by:(target)

Completed by:(actual)

1.1 <Name> 15 Days 01.11.2015 01.11.2015

1.2

1.3

2.1

2.2

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List of Activity / Work Package − Toolbox

No. Work package Employee No.

1.1 <Name of activity> <Name of employee> 15 Days

No. Work package Employee

1.1 <Name of activity> <Name of employee>

No. Work package Employee Completed by: (target)

Completed by: (actual)

1.1 <Name of activity> <Name of employee> 01.11.2015 01.11.2015

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List of Activity / Work Package − Toolbox

No. Work package Employee Duration Completed by: (target)

Completed by: (actual)

1.1 <Name of activity> <Name of employee> 15 days 01.11.2015 01.11.2015

Mandatory Requirements Interfaces

Signature Project Manager

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List of Activity / Work Package − Toolbox

No. Work package Employee Effort

Preparation Capacity Duration Waiting Time

ImmediatePredecessor

Type of Dependency Costs Start

(target)End

(target)

1.1 <Name> <Name> 15 Days 01.01.2015 01.11.2015

No. Work package Employee Duration Start (target) End (target) Start (actual) End (actual)

1.1 <Name> <Name> 65 Days 01.11.2015 <Date> <Date> <Date>

No. Work package Employee Start (target) End (target) Start (actual) End (actual)

1.1 <Name> <Name> <Date> <Date> <Date> <Date>

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Capacity Planning − In Work Days

No. Work package E 1 E 2 E 3 E 4 E 5 … Total

1.1 <Description> 5 1 6

1.2 <Description> 2 5 5 12

1.3 <Description> 10 10

1.4 <Description> 15 6 21

2.1 2 4 3 9

2.2 7 7

Total 7 7 12 15 24 … 65

E 1 = <Name>E 2 = <Name>E 3 = <Name>

E 4 = <Name>E 5 = <Name>E 6 = <Name>

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List of Activity / Work Package − performance progressDegree of progress for every work package in Percent (100% = completed)

Degree of completion

1.1 Work Packaget A

1.1 Work Packaget B

1.1 Work Packaget C

1.1 Work Packaget D

1.1 Work Packaget E

1.1 Work Packaget F

1.1 Work Packaget G

1.1 Work Packaget H

Total

50%

75%

25%

100%

66%

60%

45%

33%

57%

Status

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Capacity Planning − In Work Days

No. Work package MA 1 MA 2 MA 3 MA 4 MA 5 … Total

Overall Effort (target) 00 00 00 00 00 000

Overall Effort (actual) 0 0 00 00 00 00

Remaining Time in Work Days 00 00 0 0 0 00

1.1 <Description> 5 1 6

1.2 <Description> 2 5 5 12

Total 7 7 12 15 24 … 65

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Capacity Planning − In Calendar WeeksNo

. Work package Name Start End Duration CW 10 CW 11 CW 12 CW 13 CW 14 CW 15 CW 16 CW 17

1.1 <Description> <Name> 01.01.15 01.02.15 00 x x x

1.2 <Description> <Name> 00.00.00 00.00.00 0 x x

1.3 <Description> <Name> 00.00.00 00.00.00 0 x

1.4 <Description> <Name> 00.00.00 00.00.00 00 x x x x x

1.5 <Description> <Name> 00.00.00 00.00.00 0 x x

1.6 <Description> <Name> 00.00.00 00.00.00 0 x x

Total 00.00.00 00.00.00 00

Employee Initials: CW 1 = <Name>CW 2 = <Name>CW 3 = <Name>

CW 4 = <Name>CW 5 = <Name>CW 6 = <Name>

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Capacity Planning − Column ChartDisplay of capacities in consideration of capacity positions of the overall project(A) and chronological sequence of each position (B, C)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

80

100

120

9080

100 100110

75 80

100 100

Max.

BCapacity (Position 1)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

70

100

120

80 80

100110 110

75 80

100 100Max.

CCapacity (Position 2)

Position of Capacity

A

Max.

Capacity (Overall Project)

1 2 3 4 5 6 7 8 9 10 11 12

80

100

120

90

80

100 100

110

7580

100 100

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Capacity Planning − Column ChartDisplay of further Capacity Positions

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

80

100

120

9080

100 100110

75 80

100 100

Max.

FCapacity (Position 5)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

70

100

120

80 80

100110 110

75 80

100 100Max.

GCapacity (Position 6)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

80

100

120

9080

100 100110

75 80

100 100

Max.

DCapacity (Positions 3)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

80

100

120

90

60

100 100110

7590 90

100Max.

ECapacity (Position 4)

Page 62: PROJECT MANAGENT

<Project name>

Project Schedule − Flow ChartOrganization of the work packages of the project structure plan (WBS) in a logicaland structured order to link the respective sequences and dependencies.

Work package1.1

Start

Work package1.2

Work package1.3

Work package1.4

Work package2.1

Work package2.2

Work package2.3

Work package2.4

Work package2.5

Work package2.3

Subtask 1 Subtask 2

Milestone

Page 63: PROJECT MANAGENT

<Project name>

Gantt Charts − 12 Months (15 rows + period)Project Plan

No. Task Duration Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

1 Text 45

1.1 Text 100

1.2 Text 55

1.3 Text 135

1.4 Text 220

2 Text 20

2.1 Text 50

2.2 Text 75

2.3 Text 32

2.4 Text 80

Text

Text

Text

Text

Text

Text

Text

Page 64: PROJECT MANAGENT

<Project name>

Gantt Charts − Gantt / Bar ChartProject Plan

Book Project DaysAugust September October November

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17Create Book Concept 6

Start of Project 0

Concept Meeting 1

Concept Phase 5

Concept is Finished 0

1. Create first Draft 40 Text work 40

Draft 10

Final Draft 20

1. Draft is Finished 0

Execute corrections 20Correction Lector 20

Correction Author 20

Approval 0

Presentation 16Layout 15

Presentation Preparation 10

Presentation Day 1

Target Pres. Conclusion 0

Page 65: PROJECT MANAGENT

<Project name>

Gantt Charts − Gantt / Bar ChartProject Plan

Phase Task January February March1 2 3 4 5 6 7 8 9 10 11 12

Preparation

Project Assignment

Team Organization

Project Planning

Information PR

Employee Info

Preliminary

investigation

Questionnaire

Introductions

Conduct Interviews

Coordinate Interviews

Evaluate Interviews

Status Report

Coordinate Project Assignment

Page 66: PROJECT MANAGENT

<Project name>

Project scheduleProcess flow of a small project

error

OK

Project implementation

Project analysis

Release Conception Quality assurance

Project handover

Support / care

Page 67: PROJECT MANAGENT

<Project name>

Project Plan − NetworkFurther development of the bar chart as a tool for detecting temporal workflow, as well as their interdependencies.

Start0 0

0 0 0

Task B0 WP 02 4

2 4 6

Task E Task F Goal

Task A0 WP 01 1

0 1 1

Task C1 WP 03 6

1 5 6

Task D

Page 68: PROJECT MANAGENT

<Project name>

Project Plan − NetworkFurther development of the bar chart as a tool for detecting temporal workflow, as well as their interdependencies.

Task A0 WP 01 5

0 5 5

Task C5 WP 03 10

5 5 10

Task D10 WP 04 13

10 3 13

Task E13 WP 05 17

10 4 17

Task G17 WP 07 19

17 2 19

Task B3 WP 02 7

6 4 10

Task F15 WP 06 16

16 1 17

Page 69: PROJECT MANAGENT

<Project name>

Project Plan − Network (Critical Path)

Task AWP 01

0

Task CWP 03

14

Task DWP 06

3

Task GWP 09

2

Task BWP 02

12

Task FWP 04

4

Task BWP 05

4

Task BWP 07

4

Task BWP 08

4

Page 70: PROJECT MANAGENT

<Project name>

Budgeting − According to Work Packages

No. Work package Total Costs (target)

Total Costs(actual) Difference Measures

1.1

1.2

1.3

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Page 71: PROJECT MANAGENT

<Project name>

Budgeting − Planned / Actual-Comparison

No. Work package Total Costs (planned)

Costs (actual)Difference MeasuresType of

CostType of

CostType of

Cost Total

1.1

1.2

1.3

Page 72: PROJECT MANAGENT

<Project name>

Budgeting − Planned Costs

Type of Cost Feb JulJan AprMar JunMay Aug YearOctSep DecNov

Staff Costs 50 100 150

Sevices 100 100

Material 50 100 150

Travel Expenses 100 50 150

Advertising Expenses 50 50

Rent 100 100

Hardware 50 100 150

Software 100 100

Work Equipment 50 100 150

Other Expenses 100 100

Total of Costs 750 450 0 0 0 0 0 0 0 0 0 0 1200

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Page 73: PROJECT MANAGENT

<Project name>

Budgeting − Actual Costs

Type of Cost Feb JulJan AprMar JunMay Aug YearOctSep DecNov

Staff Costs 50 100 150

Sevices 100 100

Material 50 100 150

Travel Expenses 100 50 150

Advertising Expenses 50 50

Rent 100 100

Hardware 50 100 150

Software 100 100

Work Equipment 50 100 150

Other Expenses 100 100

Total of Costs 750 450 0 0 0 0 0 0 0 0 0 0 1200

Notes: The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

Page 74: PROJECT MANAGENT

<Project name>

Budgeting − Planned / Actual-Comparison

Notes: The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

Deviation G

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2.000

6.000 5.000

-4.000

10.000

-5.000 -5.000

-10.000

-18.000

2.000

-5.000

-17.000

Planned Costs vs. Actual Costs E

Planned Costs

Actual Costs

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

18.00016.000

35.000

70.00065.000

40.000

10.000

25.000

55.000

30.00025.000

55.000

20.00022.000

40.000

66.000

75.000

35.000

5.000

15.000

37.00032.000

20.000

38.000

Type of Cost Feb JulJan AprMar JunMay Aug YearOctSep DecNov

Planned Costs 50 100 150

Actual Costs 100 100

Value Difference 50 -100 0 0 0 0 0 0 0 0 0 0 -50

Page 75: PROJECT MANAGENT

<Project name>

Budgeting − Column ChartCosts in T€ (thousand Euro)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

20 22

40

66

75

35

5

15

3732

105

Proj

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Page 76: PROJECT MANAGENT

<Project name>

Budgeting − Column ChartPlanned Costs vs. Actual Costs in T€

Planned Costs Actual Costs

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

18 16

35

7065

40

10

25

55

3025

55

20 22

40

65

75

35

5

45

3732

20

38

Page 77: PROJECT MANAGENT

<Project name>

Budgeting − Line Diagram (straightened)Costs in T€ (thousands Euro)

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec0

10

20

30

40

50

60

70

80

20

30

50

30

75

35

30

15

37

20

Proj

ect C

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Page 78: PROJECT MANAGENT

<Project name>

Budgeting − Line Diagram (straightened)Planned Costs vs. Actual Costs in T€

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec0

10

20

30

40

50

60

70

80

Proj

ect C

oncl

usio

n

Planned Costs Actual Costs

Page 79: PROJECT MANAGENT

<Project name>

Project Planning − CommunicationFlow of Information among all Project Parties

Steering Committee Assignments

Strategic Decisions Control Information and

Project Status

Assignments Approval Technical Information

Assignments Decision Support Control Information and Project Status

Conditions and Requirements

Strategic Information

Project Manager

ProjectEmployee

Expert

Client

Sponsor

Communication minorstrong

Page 80: PROJECT MANAGENT

<Project name>

Client x x x x

Steering Committee x x

Works council x

Employees concerned x x

All Employees x

Management

Suppliers x x

Other Projects

Project Marketing − Communication MatrixDirected internal and external communication over concerted channels and media

Pers

onal

Mee

ting

Conf

eren

ce

Wor

ksho

p

Pres

enta

tion

Road

show

Inte

rnal

new

slette

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Emai

l- di

strib

ution

list

Proj

ect-N

ewsle

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Flye

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roch

ure

Intr

anet

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… …

Page 81: PROJECT MANAGENT

Risk Analysis

Page 82: PROJECT MANAGENT

<Project name>

Project Risks

The most common Project Risks

Qualitative/substantive

risksSchedule Risks Financial Risks /

ResourcesSocial / Cultural

RisksFinancial Risks /

Resources

Risk 1 Risk 2 Risk 3

Risk 1 Risk 2

Risk 1 Risk 2

Page 83: PROJECT MANAGENT

<Project name>

Risk Categories − 3x3 Matrix with 5 ClassesAssessment Scheme for the Qualitative Risk Assessment

Impact on the Project(Deadlines, Costs, Quality)low high

>75%

<25%

Occ

urre

nce

Prob

abili

ty

3

2

1

4

3

2

5

4

3

The implementation of Project Management is frequently associated with risks.

To control these risks is the challenge of the risk management as a part of quality management.

A risk list covers all aspects and conditions for risks of time (deadlines), costs and quality of results.

All risks, depending on the probability of occurrence and impact on the Project are classified in five risk categories. Depending on the classification, you have to react differently to the possibly of imminent problems.

Page 84: PROJECT MANAGENT

<Project name>

Risk Categories − Graphical DisplayAssessment Scheme for the Qualitative Risk Assessment

Impact on the Project(Deadlines, Costs, Quality)low high

>75%

<25%

Occ

urre

nce

Prob

abili

ty

2

6

1

4

5

3

Risk 1:Description of Risk and Cause, if necessary, probability, impact and countermeasure.

Risk 2: Description of Risk and Cause …

Risk 3: Description of Risk and Cause …

Risk 4: Description of Risk and Cause …

Risk 5: Description of Risk and Cause …

Page 85: PROJECT MANAGENT

<Project name>

Risk Categories − 3x3 Matrix with 5 ClassesAssessment Scheme for the Qualitative Risk Assessment

The implementation of Project Management is frequently associated with risks.

To control these risks is the challenge of the risk management as a part of quality management.

A risk list covers all aspects and conditions for risks of time (deadlines), costs and quality of results.

All risks, depending on the probability of occurrence and impact on the Project are classified in five risk categories. Depending on the classification, you have to react differently to the possibly of imminent problems.

34

5

23

4

12

3

high> 75

low<25

medium25-75

high

medium

low

Occurrence Probability (%)

Impact on the Project (Deadlines, Costs, Quality)

Page 86: PROJECT MANAGENT

<Project name>

Risk Categories − Graphical DisplayAssessment Scheme for the Qualitative Risk Assessment

high> 75

low<25

medium25-75

high

medium

low

Risk 4

< Responsible >

Risk 3

< Responsible >

Risk 5

< Responsible >

Risk 2

< Responsible >

Risk 1

< Responsible >

Occurrence Probability (%)

Impact on the Project (Deadlines, Costs, Quality)

Risk 1:Description of Risk and Cause, if necessary, probability, impact and countermeasure.

Risk 2: Description of Risk and Cause …

Risk 3: Description of Risk and Cause …

Risk 4: Description of Risk and Cause …

Risk 5: Description of Risk and Cause …

Page 87: PROJECT MANAGENT

<Project name>

Risk Categories − Alternative DisplayOccurrence Probability at the time of Evaluation

Text

TextText

Text TextText

TextText

Text high> 75

low<25

medium25-75

high

medium

low

Occurrence Probability (%)

Impact on the Project (Deadlines, Costs, Quality)

Risk 1:Description of Risk and Cause, if necessary, probability, impact and countermeasure.

Risk 2: Description of Risk and Cause …

Risk 3: Description of Risk and Cause …

Risk 4: Description of Risk and Cause …

Risk 5: Description of Risk and Cause …

Page 88: PROJECT MANAGENT

<Project name>

Risk Categories − Alternative DisplayOccurrence Probability at the time of Evaluation

Risk 1:Description of Risk and Cause, if necessary, probability, impact and countermeasure.

Risk 2: Description of Risk and Cause …

Risk 3: Description of Risk and Cause …

Risk 4: Description of Risk and Cause …

Risk 5: Description of Risk and Cause …

high> 75

Occurrence Probability (%)

Risk 1

< Responsible >Risk 3

< Responsible >

Risk 2

< Responsible >

Risk 4

< Responsible >

Risk 5

< Responsible >

low<25

medium25-75

high

medium

low

Impact on the Project (Deadlines, Costs, Quality)

Page 89: PROJECT MANAGENT

<Project name>

Risk Analysis − According to Risk Categories

Phase / ProcessConditions Description of Risk Risk Category

(Assessment 1-5) Countermeasures Responsible Time FrameDate

<Text> <Text> <Text> <Text> <Text>

<Text> <Text> <Text> <Text> <Text>

5

3

1

4

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Page 90: PROJECT MANAGENT

<Project name>

Risk Analysis − Occurrence Probability

Phase / ProcessWork package

Description of Risk Indicators Impact

CountermeasuresProbability

Preventive Corrective

<Text> <Text> <Text> <Text> <Text> <Text>

80%very likely

<Text> <Text> <Text> <Text> <Text> <Text>

60%likely

20%very

unlikely

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<Project name>

Risk Analysis − Occurrence Probability

Cause / Description of

Risk Impact

CountermeasuresProbability

Preventive Corrective

<Text> <Text> <Text> <Text>

80%

<Text> <Text> <Text> <Text>

50%

30%

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<Project name>

Risk Analysis − Occurrence Probability

No. Description of Risk and Cause

Probability (%)

Impact on the Project Counter-measures

Respon-sible

Time FrameDate

StatusDeadlines Costs Quality

1.1 70%

1.2 50%

1.3 25%

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<Project name>

Failure Mode & Effects Analysis (FMEA)

Potential Errors Potential Consequences

Potential Causes O S D RPN Counter-

measures Effect O S D RPN

<Text> <Text> <Text> 8 4 10 320 <Text> <Text> 0 0 0 000

<Text> <Text> <Text> 0 0 0 000 <Text> <Text> 00 0 00 000

Process Sub processResponsible <Name> Date 01.01.15

O = Occurrence (1-10) S = Severity (1-10)D = Detection (1-10)RPN = Risk Priority Number (multiplication of the three previous valuation numbers: number between 1-1000)

Page 94: PROJECT MANAGENT

<Project name>

SWOT AnalysisSt

atus

quo

Pote

ntial

low high

Strengths The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by

selecting different options.

Weaknesses The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

Opportunities The Text demonstrates how your own Text will look when

you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as

used in this placeholder it’s possible to replace it by selecting different options.

This Text can be replaced with your own Text. This is a placeholder Text.

Threats This is a placeholder Text. This Text can be replaced with

your own Text.

This Text can be replaced with your own Text.

This Text can be replaced with your own Text. This is a placeholder Text.

Page 95: PROJECT MANAGENT

SWOT AnalysisEnter your sub headline here

Placeholder 1:This is a placeholder text.

Placeholder 2: This text can be replaced with your own text.

Placeholder 3: This text can be replaced with your own text.

Placeholder 4: This is a placeholder text.

Placeholder 5: This is a placeholder text.

SW

OT

4

32

5

1

Page 96: PROJECT MANAGENT

Project Control

Page 97: PROJECT MANAGENT

<Project name>

Project ControlProject Control as Cycle

12

34

5

Fine Planning

Actual-Dates /Inventory

Target/Actual Comparison

Cause Analysis / Determine Deviations

Conception ofMeasures and their

Implementation

Page 98: PROJECT MANAGENT

<Project name>

Project managementProject management as a cycle

FunctionConstruction

DesignCosts

Deadlines

Control

Actual values

Target-actual

comparison Control review

DevelopmentImplementation

Decision

DefaultTarget values

Page 99: PROJECT MANAGENT

<Project name>

Change RequestSubproject <Text> Responsible <Name 1>

Date 01.01.2015 Request-Nr. 05 Initiator <Name 2>

Deadline Priority low medium high

DescriptionThe Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.

ConsequencesThe Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.

MeasuresThe Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of thefonts as used in this placeholder it’s possible to replace it by selecting different options.

Date:01.01.2015

Signature Client Signature Project Manager

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<Project name>

Subproject <Text> Responsible <Name 1>

Date 01.01.2015 Request-Nr. 05 Initiator <Name 2>

Deadline Priority low medium high

Change Request

Description Consequences Measures

Date:01.01.2015

Signature Client Signature Project Manager

Page 101: PROJECT MANAGENT

<Project name>

Meeting Schedule

Date Description / Content Notes

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Page 102: PROJECT MANAGENT

<Project name>

Meeting Schedule

Date Description / Content Notes

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<Project name>

Meeting AgendaTopic Name of Meeting

Date 01.01.2015 Time 00:00 – 00:00 Location Room 104

Participants <Name 1>, <Name 2>, <Name 3>, <Name4 >

Copy to <Name 5>, <Name 6>

Priority Topic / Content Objective Responsible / Presenter

Time Frame / Duration

A B C

x <Text> <Text> <Name 1> 30 min.

x <Text> <Text> <Name 2> 45 min.

x <Text> <Text> <Name 3> 15 min.

x … … … …

x

Page 104: PROJECT MANAGENT

<Project name>

Appointment ArrangementsProject Name / No. <Text>

Topic <Text> Date 01.01.15 Author <Name 1>

Copy to <Name 1>, <Name 2>, <Name 3>, <Name 4>

Name Phone (Email)Deadlines

01.03 05.04 04.05 06.06 18.06 01.07 15.08 29.09 02.09

John Doe 055-55 55 123 1 1 1 1 1 1 1 1 1

<Name> <phone> 1 1 0 - 0 - 0 1 1

<Name> <phone> 1 1 1 0 0 0 1 1 1

<Name> <phone> 1 0 1 - - 1 0 0 1

<Name> <phone> 1 1 1 1 1 1 1 1 1

<Name> <phone> 1 1 1 0 - 0 - 1 1

<Name> <phone> 1 1 1 1 1 1 0 0 1

+ = Attendance possible 0 = Attendance mandatory - = No Attendance

Page 105: PROJECT MANAGENT

<Project name>

Minutes of Meeting − Version 1Project Name / No. Name of Meeting

Date 01.01.2015 Location / Time Room 4, 10 o’clock Author <Name >

Participants <Name 1>, <Name 2>, <Name 3>, <Name 4>

Copy to <Name 5>, <Name 6>,

No. Topic/ Content Responsible Result / Decision Completed by/till

1 <Text> <Name 1> <Text>

2 <Text> <Name 2> <Text>

3 <Text> <Name 3> <Text>

… … … …

* No Attendance

Page 106: PROJECT MANAGENT

<Project name>

Minutes of Meeting − Version2

No. Type Result Completed by/till

1 Assignment <Text>

2 Decision <Text>

3 …. <Text>

… … …

10 Date <Text>

11 Recommen-dation <Text>

12 Detection <Text>

Project Name / No. Name of Meeting

Date 01.01.2015 Location / Time Author <Name >

Participants <Name 1>, <Name 2>, <Name 3>, <Name 4>

Copy to <Name 5>, <Name 6>, * No Attendance

Page 107: PROJECT MANAGENT

<Project name>

Participants <Name 1>, <Name 2>, <Name 3>, <Name 4>

Copy to <Name 5>, <Name 6>,

Minutes of Meeting − Version2

No. Who? What? With whom? Till when?

1 <Name 1> <Text> <Name 2> <Datum>

2 <Name 3> <Text> … …

3 <Name 4> … … …

… … … … …

* No Attendance

Project Name / No. Name of Meeting

Date 01.01.2015 Location / Time Author <Name >

Page 108: PROJECT MANAGENT

<Project name>

NoteFrom: <Name 1> Phone: 110

Division: Percy Placeholder (Position) Date: Eva Example (Position)

To: <Name 2> Note taken: <Name 3><Name 4>

Procedure / Description:

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by

selecting different options.

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options.

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

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<Project name>

Project Status − ReviewProject Name / No. <Text> Project Status:

GreenDate 01.01.2015 Author <Name >

Copy to: <Name 1>, <Name 2>, <Name 3>

Highlights / Results Schedule Status Costs Status Deviation / Reason

<Text> <Text> <Text> <Text>

Proposed Measures / Next Steps<Text>

Date:01.01.2015

Signature Client Signature Project Manager

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<Project name>

Project Status Report − Overall Status (Traffic Lights)Project Name / No.

Date 01.01.2015 Author <Name >

Time / Deadlines Costs / Budget Requirements Overall Status

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

The Text demonstrates how your own Text will look

when you replace the placeholder with your own Text.

If you don’t want to use the style and size of the fonts

as used in this placeholder it’s possible to replace it by selecting different options.

The Text demonstrates how your own Text will look

when you replace the placeholder with your own Text.

If you don’t want to use the style and size of the fonts

as used in this placeholder it’s possible to replace it by selecting different options.

The Text demonstrates how your own Text will look

when you replace the placeholder with your own Text.

The Text demonstrates how your own Text will look

when you replace the placeholder with your own Text.

If you don’t want to use the style and size of the fonts

as used in this placeholder it’s possible to replace it by selecting different options.

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<Project name>

Project Status Report − Overall Status (Traffic Lights)

Time / Deadlines Costs / Budget Requirements Overall Status Next Steps Decisions

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The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

The Text demonstrates how your own Text will look when you replace the placeholder with your own Text. The Text demonstrates how your own Text will look when you replace the placeholder with your own Text.

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Project Name / No.

Date 01.01.2015 Author <Name >

Page 112: PROJECT MANAGENT

<Project name>

Project Status Report − Project Report (Checklist)Project Name / No.

Date 01.01.2015 Client <Name 1> Author <Name 2>

Yes No Overall Status

Will the Project be completed on time?

Will the Project be completed within budget?

Were all project issues successfully addressed and implemented?

Were the desired project results achieved with an acceptable quality level?

Were change requests implemented successfully?

Were the Project risks mitigated successfully?

Were all concerns of the clients considered and implemented?

Page 113: PROJECT MANAGENT

<Project name>

Project Status Report − Project Report (Table)

Summary / Management Summary

<Text>

Project Status

Task / Milestones Deviation from Project Plan Reason

<Text> <Text> <Text>

Project Name / No.

Date 01.01.2015 Time Frame 01.01 - 01.02.2015 Author <Name 2>

Page 114: PROJECT MANAGENT

<Project name>

Project Status Report − Project Report (Table)

Problems

Existing Problems Expected Problems Solution Approach

<Text> <Text> <Text>

Changes to Project Process

Suggested Change Requests Implemented Change Requests Implemented Corrections

<Text> <Text> <Text>

Planned Actions

<Text>

Organizational Points

<Text>

Page 115: PROJECT MANAGENT

<Project name>

Job List / Task List

Date What? Who? Till When? Completed

This is a placeholder text. This text can be replaced with your own text. yes

This text can be replaced with your own text. no

This is a placeholder text. in process

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<Project name>

Job List / Task List

Date What? Who? Till When? Completed

This text can be replaced with your own text. yes

This is a placeholder text. no

This text can be replaced with your own text. in process

This is a placeholder text.

This text can be replaced with your own text.

This is a placeholder text.

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<Project name>

Decision Chart − Decision Diary

Date Decision Reason Responsible / Decider

This text can be replaced with your own text.

This is a placeholder text.

This text can be replaced with your own text.

This is a placeholder text.

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<Project name>

Decision Chart − Decision Diary

Date Decision Reason Responsible / Decider

This text can be replaced with your own text.

This is a placeholder text.

This text can be replaced with your own text.

This is a placeholder text.

This text can be replaced with your own text.

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Page 119: PROJECT MANAGENT

<Project name>

List Open Issues − Version A

No. Activity/ Task Date (planned)

Date (actual) Responsible Note

1 <Text> 01.01.15 15.01.15 <Name> …

2 <Text> <Date> <Date> <Name> …

3 <Text> … … … …

… … … … … …

Project Name / No. <Project Name>

Date (Level) 01.01.2015 Author <Name > Date (Level)

Page 120: PROJECT MANAGENT

<Project name>

List Open Issues − Version B

No. Activity/ Task Result Responsible Date Status

1 <Text> <Text> <Name> 01.01.15 open

2 <Text> <Text> <Name> 01.01.15 completed

3 <Text> <Text> <Name> 01.01.15 open

… … … … … …

Project Name / No. <Project Name>

Date (Level) 01.01.2015 Author <Name > Date (Level)

Page 121: PROJECT MANAGENT

<Project name>

Lessons Learned Report ─ Review

Subjects / Categories Success factors (What was good?) Problems/ Failures (What needs improvement?)

Project start … ….

Definition of objectives and Project assignment … …

Skill of Project team … ….

Project organization … …

Project planning

Communication

Conferences & Meetings

Documentation

Decisions

Project controlling

Project marketing

Project Name / No. <Project Name>

Date (Level) 01.01.2015 Author <Name > Date (Level)

Page 122: PROJECT MANAGENT

<Project name>

Lessons Learned Report ─ Review

Difficulties/ Problemsduring Project process Reasons / Root Causes Cognitions (Lessons Learned)

<Text> … …

<Text> … …

<Text> … …

<Text> … …

What went well during the project? …

What went not wellduring the project? …

Page 123: PROJECT MANAGENT

<Project name>

Lessons Learned Report ─ Review

Changing of the conditions during project

Project assignment No longer relevant, necessary adjustments

Project planning / Schedule Everything according to schedule

Budget Budget is no longer sufficient and must be adapted

Team rules Rule XY was not respected

Risk analysis and estimation New risks have been added

Project success …

… …

… …

Assessment of cooperation Praise / recognition Criticisms

Project manager Project team … …

Project team together … …

Project team Other Areas … …

Project team Steeling Committee … …

Project team Client … …

Page 124: PROJECT MANAGENT

<Project name>

Cost Performance Index

Cost Performance Index and Schedule Performance Index

Project Title CPI SPI Budget % Complete to Date

CostVariance

ScheduleVariance

A Placeholder 0.98 1.34 1.000 000 xx.xx% xxxx xxxx

B Placeholder 1.00 0.62 1.000 000 xx.xx% xxxx xxxx

C Placeholder 0.91 0.85 1.000 000 xx.xx% xxxx xxxx

D Placeholder 0.90 0.75 1.000 000 xx.xx% xxxx xxxx

E Placeholder 0.95 0.90 1.000 000 xx.xx% xxxx xxxx

F Placeholder 0.97 0.86 1.000 000 xx.xx% xxxx xxxx

G Placeholder 0.93 1.01 1.000 000 xx.xx% xxxx xxxx

H Placeholder 0.89 0.83 1.000 000 xx.xx% xxxx xxxx

I Placeholder 0.99 0.97 1.000 000 xx.xx% xxxx xxxx

Schedule Performance Index

28

71

Under run

0 to 5% Overrun

Cost Performance IndexUnder run 5 to 10% Overrun

0 to 5% Overrun

65

15

10

Page 125: PROJECT MANAGENT

<Project name>

Cost Performance Index

Cost Performance Index and Schedule Performance Index

CPI SPI

41255 41262 41269 41276 41283 41290 41297 41304 41311 41318 41325 413320

0.2

0.4

0.6

0.8

1

1.2

Cost Performance Index

0,9

Schedule Performance Index

0,78

Page 126: PROJECT MANAGENT

<Project name>

Cost Performance Index

Cost Performance Index and Schedule Performance Index

Time

Dolla

rs

ReportingCut-off-Date

Estim

ated

diff

eren

ce

Estimated Costat Completion

Proj

ecte

dO

verr

unBu

dget

at

Com

pleti

on

Total Budgeted Cost

Actuals

Plan

Earned Value

Cost Performance Index

0,9

Schedule Performance Index

0,78

Page 127: PROJECT MANAGENT

<Project name>

Cost Performance Index

Prep

arati

on

Cost

s

Time

CostsInfluence

Project definition

Project preparation

Planning of implementation Implementation Project completion

Support

Page 128: PROJECT MANAGENT

Project Conclusion

Page 129: PROJECT MANAGENT

<Project name>

Project Conclusion Report − Performance AnalysisProject Name / No.

Date <Date> Project Start <Date> Project End <Date>

Author <Name 1> Client <Name 2> Project Manager <Name 3>

Project Members <Name 4>, <Name 5>, <Name 6>, …

Planned Project Objective (Target) Actual Project Result (Actual) Deviation / Cause

Actual project assignment , objectives and goals Ascertained Results of the Project. Reasons and causes of deviations and Responsible person

… … …

… … …

… … …

Page 130: PROJECT MANAGENT

<Project name>

Project Conclusion Report − Performance Analysis

Planned Project Objective (Target) Actual Project Result (Actual) Deviation / Cause

Actual project assignment , objectives and goals Ascertained Results of the Project. Reasons and causes of deviations and Responsible person

… … …

… … …

… … …

… … …

… … …

… … …

… … …

… … …

Project Name / No.

Date <Date> Project Start <Date> Project End <Date>

Author <Name 1> Client <Name 2> Project Manager <Name 3>

Project Members <Name 4>, <Name 5>, <Name 6>, …

Page 131: PROJECT MANAGENT

<Project name>

Project Conclusion Report − Deadlines / Milestones

No. Deadline / Milestone Date (Plan) Date (Plan) Deviations / Causes

1.1 <Text> <Date> <Date> Reasons and Causes of Deviations and Responsible person

1.2 <Text> <Date> <Date> …

1.3 <Text> <Date> <Date> …

1.4 <Text> <Date> <Date> …

… … … … …

Page 132: PROJECT MANAGENT

<Project name>

Project Conclusion Report − Project Organization

Development Procedure Alteration

Structural organization during project. Project procedure during project

< due Date 1> <due Date 2> <due Date 3> <due Date 4> <due Date 5> <due Date 6> <due Date 7>

History of alterations including filed and approved applications.

<Date>, <Application1>, Status <Date>, <Application2>, Status <Date>, <Application3>, Status <Date>, <Application4>, Status <Date>, <Application5>, Status <Date>, <Application6>, Status <Date>, <Application7>, Status

Evaluation of development and structural organization: Additional notes and comments

Evaluation of Project procedure:Additional notes and comments

Evaluation of the history of alterations:Additional notes and comments

Evaluation of influential factors / problems:Additional notes and comments

Evaluation of teamwork:Additional notes and comments

Evaluation for future Projects:Additional notes and comments

Staff

1

Project Manager

Corporate Management

2 3

Department A Department AB Department C

Page 133: PROJECT MANAGENT

<Project name>

Project Conclusion Report − Budget / Costs

Type of Cost Planned Costs

Actual Costs Deviations / Causes

Staff Costs (internal) 00.000 00.000 Reasons and Causes of Deviations and Responsible person

Services (external) 00.000 00.000 …

Material 00.000 00.000 …

Travel Expenses 0.000 0.000 …

Advertising Expenses 0.000 0.000 …

Rent 0.000 0.000

Hardware 0.000 0.000

Software / Licenses 0.000 0.000

Equipment 0.000 0.000

Other Costs 0.000 0.000

Total Costs 00.000 00.000

Page 134: PROJECT MANAGENT

<Project name>

Project Conclusion Report − Transfer List

Topic Recipient Status<Text> <Name>

<Department>Transfer completed<Date>

<Text> <Name><Department>

Still open

<Text> <Name><Department>

Transfer completed

<Text> <Name><Department>

Transfer completed

<Text> … …

Page 135: PROJECT MANAGENT

<Project name>

Project Conclusion Report − Open Issues

Still Pending Activities/ Follow-up s

No. Task/ Description Date Responsible1.1 <Text> <Date> <Name>

1.2 <Text> <Date> <Name>

1.3 <Text> <Date> <Name>

Date:01.01.15

Signature Client Signature Project Manager

Page 136: PROJECT MANAGENT

<Project name>

Project Name / Nr. <Text>

Your Function during ProjectSteering Committee

Expert

Project Team 3 Project Team 4Project Team 1 Project Team 2

How do you rate the quality of the job description and to goal achievement by the team?

How satisfied are you with the advice of project management and planning team?

How significant do you estimate your own contribution to problem solving and success of the project?

How significant do you estimate your own contribution to problem solving and success of the project?

How satisfied are you with the implementation of the project's objectives?

How satisfied are you with the cost and time frame of the project?

What specific suggestions and recommendations do you have for future projects?

Proposal1 Proposal2 Proposal3

Project Feedback − Survey Form

poor average very good

unsatisfied average very satisfied

unsatisfied average very satisfied

very low average very high

unsatisfied average very satisfied

unsatisfied average very satisfied