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Comprehensive Guide to Project Management Templates for Effective Project Execution

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This project focuses on compiling an organized list of project management templates available online and in literature. It evaluates various websites, categorizes templates by process groups and knowledge areas, and provides qualitative assessments and recommendations. The project successfully delivered this valuable resource to support project managers, concluding with positive feedback from the sponsor. The research emphasizes enhanced communication tools, effective planning, and team collaboration. This project serves as a significant contribution to the 3rd edition of "Information Technology Project Management" by Kathy Schwalbe.

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Comprehensive Guide to Project Management Templates for Effective Project Execution

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  1. Tempting Templates Final Project Presentation

  2. Project Purpose • Prof. Schwalbe is writing the 3rd edition of Information Technology Project Management • She is adding a new appendix that will reference various templates available for project managers to use. Objectives • Search for project management templates from the Internet and/or literature. • Provide an organized list of templates grouped by web site, process group, and knowledge area. • Provide a qualitative evaluation of web sites. • Provide recommendations for the list of templates to be included in the appendix. Tempting Templates - Final Report

  3. Research ActivitiesThree Phase Approach • Search for Web Sites • Team members assigned different search engines • Obtain a list of web sites that provide (free) project management templates • Organize the list by number and cost of templates found • Gather Template Information • Team members assigned different web sites • Collect detailed information on each free template • Organize the list of templates by web site, process group and knowledge area • Adjust the plan to meet sponsor’s needs • Present results and receive feedback from sponsor. • Adjust the plan to meet sponsor’s needs. Tempting Templates - Final Report

  4. Template Distribution by Process Group and Knowledge Area Tempting Templates - Final Report

  5. Additional Templates Not Used In The Author First Draft Tempting Templates - Final Report

  6. Top Ten Web Sites Tempting Templates - Final Report

  7. Project Success • Project success as defined in our scope statement: • “The project will be deemed successful if the project is completed by 4/29/03, the PM Template Report is delivered to Kathy Schwalbe and some of the report content is included in the 3rd edition of her book.” • Sponsor feedback: • “I think your team did a great job on the project. The results of your research will be used by a lot of people. My reviewers really liked the new appendix with the templates.” • Objectives were attained, the project was a success! Tempting Templates - Final Report

  8. Milestones Tempting Templates - Final Report

  9. Project Management Tools • MS Project • Used for Time, Cost, Scope, Human Resource management. • Very helpful tool. Allowed us to be effective team members. Has more functionality than required for a project of this size. • Communications • Web page, E-mail, Instant Messenger, Teleconferencing • Effective communication tools for our virtual team. Tempting Templates - Final Report

  10. Earned Value Analysis(chart on next page) • Saved project baseline at beginning of project. • Assumed $30/hour labor rate for all team members. • Earned value chart shows us on-time and slightly over-budget. • Our mid-semester review showed us going over-budget. We adjusted by refining the original project scope and by using free slack built into the original schedule. Tempting Templates - Final Report

  11. Tempting Templates - Final Report

  12. What Went Right? • Spent a lot of time in the planning phase • Spent time, as a team, with the sponsor clarifying the charter • Productive team working sessions to create an effective WBS • Tasks balanced among team members. Tasks matched to team members with appropriate skills. • Very high levels of ownership and schedule integrity. • The work was meaningful. Project topic applied directly to the course content. • Schedule was able to accommodate a mid-course redirection in activities. Tempting Templates - Final Report

  13. What Went Wrong? • Communicating with each other was sometimes difficult because we couldn’t easily find a common meeting time/place. • The amount of work was underestimated. Tempting Templates - Final Report

  14. Team Member’s Photos Tempting Templates - Final Report

  15. Team Responsibilities Tempting Templates - Final Report

  16. What Did the Team Learn? • We learned a lot about project management and templates. • Gained appreciation of the wide use of project management techniques in various industries. • Gained experience how to do a general web research project. • Learned about advanced features of MS Project • Earned Value • HTML output, reports • Learned about virtual teams from both the project team and the content report. Tempting Templates - Final Report

  17. Website • http://webpages.charter.net/hafox/pm/ • Updated with current project information Tempting Templates - Final Report

  18. Web site screen shot Tempting Templates - Final Report

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