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PMO Templates

PMO Content Assets

PMO Templates

Processes On Demand provides high quality templates, forms, and checklists for Project Management and Systems Development Life Cycle (SDLC) that can be rebranded and used as is as well as mixed and matched with your own templates.

Rebrandable, High Quality PMO Templates

The Processes On Demand PMO templates are designed to be useful and usable by project managers of all skill levels. The Processes On Demand PMO templates are in the format of de facto standard user tools that most organizations already have such as Microsoft Word, Excel, PowerPoint, and MS Project. Key features include:

  • Document Protection. Users can not type over or accidentally delete labels, formatting, and instructions.
  • Form Field Enabled. Users simply tab from field to field and enter the appropriate information.
  • F1 and Status Bar Help. Users are provided with F1 and Status Bar help for every form field of every template making the templates more streamlined and easier to use.
  • Rebrand Macros. Provided are one click Macros that rebrand the Processes On Demand templates for Office 2010, 2007, 2003, 2002, and 2000 environments.

LIst of Templates

 
Templates for the Project Management Process - Complex Project Workflow
Project Selection
1.0 Project Selection
  Work Request
  Requirements Overview
  Project Proposal
  Business Case
  Project Determination Checklist
  Project Type Checklist
  Project Selection Scorecard
  Project Selection Scorecard Spreadsheet
  Project Selection Checklist
1.99 Project Selection Gate
  Project Selection Approval
  Project Selection Meeting Agenda
Initiating
2.0 Initiating
  Project Charter
  Initiating Process Checklist
2.99 Initiating Gate
  Charter Approval Document
  Project Charter Meeting Agenda
Planning
3.1 Procedures
  Project Procedures Document
3.2 Scope
  Requirements Document
  Scope Statement
  Work Breakdown Structure
  Work Package
  Work Package List
  Work Breakdown Structure Checklist
3.3 Schedule
  Project Schedule
  Project Schedule (Excel)
  Project Schedule (MS Project)
  Work Package
  Project Schedule Checklist
3.4 Cost and Budget
  Cost Estimates Document
  Project Budget
  Work Package
  Project Budget Checklist
3.5 Project Team
  Project Organization Chart
  Project Organization Chart (PowerPoint)
  Team Directory
  Responsibility Assignment Matrix
  Key Team Sign Offs
  Work Package
3.6 Procurement Plan
  Procurement Plan
  Procurement Statement of Work
  Procurement Contract Selection Report
  Procurement Contract Selection Spreadsheet
  Procurement Planning Checklist
3.7 Quality Plan
  Quality Plan
  Work Package
3.8 Risk Plan
  Risk Response Plan and Register
  Work Package
3.9 Project Plan
  Project Plan
  Work Package
  Project Plan Checklist
  Planning Process Checklist
3.99 Planning Gate
  Project Plan Approval Document
  Project Plan Approval Meeting Agenda
Executing
4.1 Project Team
  Kick Off Meeting Checklist
  Kick Off Meeting Agenda
  Project Team Organization Chart
  Individual Performance Assessment
  Project Manager Performance
  Team Performance
4.2 Project Plan
  The Product of the Project
  Project Issues Log
  Change Request Form
  Change Request Log
4.3 Procurement Plan
  Specifications
  Request For Proposal
  Procurement Contracts Report
  Contract Formation Checklist
4.4 Quality Plan
  Quality Report
4.5 Communications
  Project Status Report
Controlling
5.1 Performance
  Project Performance Report
5.2 Cost and Time
  Budget Update Proposal
  Schedule Change Proposal
5.3 Scope and Quality
  Quality/Scope Change Proposal
5.4 Risks
  Risk Register Change Proposal
5.5 Changes
  Approved Changes
  Project Plan Changes Log
  Issues/Changes Requests Log Meeting Agenda
  Project Status Report Meeting Agenda
  Project Plan Changes Meeting Agenda
5.99 Controlling Gate
  Product Acceptance Document
Closing
6.1 Lessons Learned
  Lessons Learned Document
  Project Performance Feedback
6.2 Document Management
  Project Archives Report
  Closing Process Checklist
6.3 Closing Gate
  Closing Approval Document
  Project Closing Meeting Agenda
Continuous Improvement
7.1 Update Estimating Database
  Estimating Databases Update
7.2 Document Process Improvements
  Continuous Improvement Document
7.3 Communicate Process Improvements
  Communications Checklist
  Continuous Improvement Meeting Agenda
 
Templates for the Project Management Process - Standard Project Workflow
Project Selection
1.0 Project Selection
  Work Request
  Requirements Overview
  Project Proposal
  Business Case
  Project Determination Checklist
  Project Type Checklist
  Project Selection Scorecard
  Project Selection Scorecard Spreadsheet
  Project Selection Checklist
1.99 Project Selection Gate
  Project Selection Approval
  Project Selection Meeting Agenda
Initiating
2.0 Initiating
  Project Charter
  Initiating Process Checklist
2.99 Initiating Gate
  Charter Approval Document
  Project Charter Meeting Agenda
Planning
3.0 Planning
  Requirements Document
  Work Breakdown Structure
  Project Schedule
  Project Schedule (Excel)
  Project Schedule (MS Project)
  Work Package
  Work Package List
  Project Budget
  Project Plan
  Project Plan Checklist
  Planning Process Checklist
3.99 Planning Gate
  Project Plan Approval Document
  Project Plan Approval Meeting Agenda
Executing
4.0 Executing
  Kick Off Meeting Checklist
  Kick Off Meeting Agenda
  Project Team Organization Chart
  The Product of the Project
  Project Status Report
  Quality Report
  Project Issues Log
  Change Request Form
  Change Request Log
Controlling
5.0 Controlling
  Project Performance Report
  Project Transition Report
  Controlling Process Checklist
  Issues/Changes Requests Log Meeting Agenda
  Project Status Report Meeting Agenda
  Project Plan Changes Meeting Agenda
5.99 Controlling Gate
  Product Acceptance Document
Closing
6.0 Closing
  Lessons Learned Document
  Project Archives Report
  Closing Process Checklist
6.99 Closing Gate
  Closing Approval Document
  Project Closing Meeting Agenda
Continuous Improvement
7.0 Continuous Improvement
  Continuous Improvement Document
  Communications Checklist
  Continuous Improvement Meeting Agenda
 
Templates for the SDLC Project Management Process
Project Selection
1.0 Project Selection
  Work Request Template
  Requirements Overview Template
  Project Proposal Template
  Business Case Template
  Project Determination Checklist
  Project Selection Scorecard
  Project Selection Checklist
1.99 Project Selection Phase Exit
  Project Selection Approval Template
Initiating
2.0 Initiating
  Project Charter Template
  Project Feasibility Document Template
2.99 Initiating Phase Exit
  Charter Approval Template
Planning
3.0 Planning
  Requirements Document Template
  Project Plan Template
  Work Breakdown Structure Template
  Work Package List Template
  Work Package Template
  Project Schedule Template
  Project Schedule Template (MS Project)
  Cost Estimates Document Template
  Project Budget Template
  Project Plan Checklist
  Planning Process Checklist
3.99 Planning Phase Exit
  Project Plan Approval Document Template
Requirements Definition
4.0 Requirements Definition
  Requirements Specification Template
  Requirements Traceability Matrix Template
4.99 Requirements Definition Phase Exit
  Phase Exit Document Template
Functional Design
5.0 Functional Design
  Functional Design Document Template
  Structured Walkthrough Checklist
5.99 Functional Design Phase Exit
  Phase Exit Document Template
System Design
6.0 System Design
  System Design Document Template
  Conversion Plan Template
  Structured Walkthrough Checklist
6.99 System Design Phase Exit
  Phase Exit Document Template
Programming and Development
7.0 Programming and Development
  Installation Plan Template
  Production Platform Acquisition Plan Template
  Training Plan Template
  Transition Plan Template
7.99 Programming and Development Phase Exit
  Phase Exit Document Template
Software Integration and Testing
8.0 Software Integration and Testing
  Acceptance Test Plan Template
  Acceptance Checklist
  Software Maintenance Guide
  Structured Walkthrough Checklist
8.99 Software Integration and Testing Phase Exit
  Phase Exit Document Template
Installation
9.0 Installation
  Operations Guide Template
  Systems Administration Guide Template
  Structured Walkthrough Checklist
9.99 Installation Phase Exit
  Phase Exit Document Template
Closing
10.0 Closing
  Post Implementation Survey Template
  Project Review Checklist
  Lessons Learned Document Template
10.99 Closing Phase Exit
  Phase Exit Document Template
Maintenance
11.0 Maintenance
  Requirements Specification Template
  Requirements Traceability Matrix Template
11.99 Maintenance Phase Exit
  Phase Exit Document Template
Retirement
12.0 Retirement
  Retirement Process Plan Template
   
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