Highlight Report - Project Management template
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Optimise-GB provides you with a free template for the Highlight Report. This is a very useful tool to communicate the activities of the project within each segmented period. It provides a useful benchmark against time, cost and quality and a summary of what is to be done in the next period. This document is also useful to take stock of the issues and risks surrounding the project and what needs to be done to prevent any problems for the project Please contact me should you have any questions on simon@optimise-gb.com. Many thanks Simon Misiewicz.
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![Highlight Report
[Title]
Author: [Author]
Your Business Name
Street Address
Address 2
Telephone
Fax
E-Mail
Date: [Date]
Distribution: [Distribution list]
Version: [Enter Version number]
Version Date Authorised by Narrative
1.0](https://image.slidesharecdn.com/highlightreport-100901135914-phpapp02/85/Highlight-Report-Project-Management-template-1-320.jpg)
![1.0 Purpose
This document is issued to the project sponsor and board and informs them of the
status of the project against the project plan, costs and risks.
2.0 Period Covered
3.0 Budget (Benefit / cost) status
4.0 Time table status
[Please insert Gantt chart]
5.0 Project risk update
[Please insert appropriate information from the risk log]
6.0 Activities completed in the period
7.0 Activities to completed in the next period
Project: [Project Name] Version:
Author: Date:
Status [Draft/Final]
Page 2 of 2](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
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Project NameVersion 1.0 DraftProject NameP.docx
<Project Name> Version: <1.0> <Draft>
<Project Name>
<Project Name>project Management plan
Version <1.0>
<mm/dd/yyyy>
<Project Name> Project Management Plan Version: <1.0> <Draft>
[Insert appropriate disclaimer(s)]
Revision Date: Error! Unknown document property name.Page 2 of 21
CDC_UP_Project_Management_Plan_Template_v1.1.docVERSION HISTORY
[Provide information on how the development and distribution of the Project Management Plan was controlled and tracked. Use the table below to provide the version number, the author implementing the version, the date of the version, the name of the person approving the version, the date that particular version was approved, and a brief description of the reason for creating the revised version.]
Version #
Implemented
By
Revision
Date
Approved
By
Approval
Date
Reason
1.0
<Author name>
<mm/dd/yy>
<name>
<mm/dd/yy>
<reason>
Note to the Author
[This document is a template of a Project Management Plan document for a project. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project.
· Blue italicized text enclosed in square brackets ([text]) provides instructions to the document author, or describes the intent, assumptions and context for content included in this document.
· Blue italicized text enclosed in angle brackets (<text>) indicates a field that should be replaced with information specific to a particular project.
· Text and tables in black are provided as boilerplate examples of wording and formats that may be used or modified as appropriate to a specific project. These are offered only as suggestions to assist in developing project documents; they are not mandatory formats.
When using this template for your project document, it is recommended that you follow these steps:
1. Replace all text enclosed in angle brackets (e.g.,, <Project Name>) with the correct field values. These angle brackets appear in both the body of the document and in headers and footers. To customize fields in Microsoft Word (which display a gray background when selected):
a. Select File>Properties>Summary and fill in the Title field with the Document Name and the Subject field with the Project Name.
b. Select File>Properties>Custom and fill in the Last Modified, Status, and Version fields with the appropriate information for this document.
c. After you click OK to close the dialog box, update the fields throughout the document with these values by selecting Edit>Select All (or Ctrl-A) and pressing F9. Or you can update an individual field by clicking on it and pressing F9. This must be done separately for Headers and Footers.
2. Modify boilerplate text as appropriate to the specific project.
3. To add any new sections to the document, ensure that the appropriate header and body text styles are maintained. Styles used for the Section Headings are Heading 1, Heading 2 and Heading 3. Style used for boil.
Project Name Communications Management PlanVersion 1.0.docx
<Project Name> Communications Management Plan
Version: <1.0> <Draft><Project Name>COMMUNICATIONS MANAGEMENT PLAN
Version <1.0>
<mm/dd/yyyy>VERSION HISTORY
[Provide information on how the development and distribution of the Communications Management Plan up to the final point of approval was controlled and tracked. Use the table below to provide the version number, the author implementing the version, the date of the version, the name of the person approving the version, the date that particular version was approved, and a brief description of the reason for creating the revised version.]
Version #
Implemented
By
Revision
Date
Approved
By
Approval
Date
Reason
1.0
<Author name>
<mm/dd/yy>
<name>
<mm/dd/yy>
<reason>
UP Template Version: 11/30/06
Note to the Author
[This document is a template of a Communications Management Plan document for a project. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project.
· Blue italicized text enclosed in square brackets ([text]) provides instructions to the document author, or describes the intent, assumptions and context for content included in this document.
· Blue italicized text enclosed in angle brackets (<text>) indicates a field that should be replaced with information specific to a particular project.
· Text and tables in black are provided as boilerplate examples of wording and formats that may be used or modified as appropriate to a specific project. These are offered only as suggestions to assist in developing project documents; they are not mandatory formats.
When using this template for your project document, it is recommended that you follow these steps:
1. Replace all text enclosed in angle brackets (i.e., <Project Name>) with the correct field values. These angle brackets appear in both the body of the document and in headers and footers. To customize fields in Microsoft Word (which display a gray background when selected):
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b. Select File>Properties>Custom and fill in the Last Modified, Status, and Version fields with the appropriate information for this document.
c. After you click OK to close the dialog box, update the fields throughout the document with these values by selecting Edit>Select All (or Ctrl-A) and pressing F9. Or you can update an individual field by clicking on it and pressing F9. This must be done separately for Headers and Footers.
2. Modify boilerplate text as appropriate to the specific project.
3. To add any new sections to the document, ensure that the appropriate header and body text styles are maintained. Styles used for the Section Headings are Heading 1, Heading 2 and Heading 3. Style used for boilerplate text is Body Text.
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· Costs
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[Replace this text with project goals. For example: The project will provide an improved system for managing product returns.]
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1. Develop a system by June that tracks an end-to-end process for 100% of product returns.
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· [Deliverable 2—description]
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Project NameVersion 1.0 DraftProject NameP.docx
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<Project Name>project Management plan
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CDC_UP_Project_Management_Plan_Template_v1.1.docVERSION HISTORY
[Provide information on how the development and distribution of the Project Management Plan was controlled and tracked. Use the table below to provide the version number, the author implementing the version, the date of the version, the name of the person approving the version, the date that particular version was approved, and a brief description of the reason for creating the revised version.]
Version #
Implemented
By
Revision
Date
Approved
By
Approval
Date
Reason
1.0
<Author name>
<mm/dd/yy>
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<mm/dd/yy>
<reason>
Note to the Author
[This document is a template of a Project Management Plan document for a project. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project.
· Blue italicized text enclosed in square brackets ([text]) provides instructions to the document author, or describes the intent, assumptions and context for content included in this document.
· Blue italicized text enclosed in angle brackets (<text>) indicates a field that should be replaced with information specific to a particular project.
· Text and tables in black are provided as boilerplate examples of wording and formats that may be used or modified as appropriate to a specific project. These are offered only as suggestions to assist in developing project documents; they are not mandatory formats.
When using this template for your project document, it is recommended that you follow these steps:
1. Replace all text enclosed in angle brackets (e.g.,, <Project Name>) with the correct field values. These angle brackets appear in both the body of the document and in headers and footers. To customize fields in Microsoft Word (which display a gray background when selected):
a. Select File>Properties>Summary and fill in the Title field with the Document Name and the Subject field with the Project Name.
b. Select File>Properties>Custom and fill in the Last Modified, Status, and Version fields with the appropriate information for this document.
c. After you click OK to close the dialog box, update the fields throughout the document with these values by selecting Edit>Select All (or Ctrl-A) and pressing F9. Or you can update an individual field by clicking on it and pressing F9. This must be done separately for Headers and Footers.
2. Modify boilerplate text as appropriate to the specific project.
3. To add any new sections to the document, ensure that the appropriate header and body text styles are maintained. Styles used for the Section Headings are Heading 1, Heading 2 and Heading 3. Style used for boil.
Project Name Communications Management PlanVersion 1.0.docx
<Project Name> Communications Management Plan
Version: <1.0> <Draft><Project Name>COMMUNICATIONS MANAGEMENT PLAN
Version <1.0>
<mm/dd/yyyy>VERSION HISTORY
[Provide information on how the development and distribution of the Communications Management Plan up to the final point of approval was controlled and tracked. Use the table below to provide the version number, the author implementing the version, the date of the version, the name of the person approving the version, the date that particular version was approved, and a brief description of the reason for creating the revised version.]
Version #
Implemented
By
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Date
Approved
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Date
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1.0
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<mm/dd/yy>
<name>
<mm/dd/yy>
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UP Template Version: 11/30/06
Note to the Author
[This document is a template of a Communications Management Plan document for a project. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project.
· Blue italicized text enclosed in square brackets ([text]) provides instructions to the document author, or describes the intent, assumptions and context for content included in this document.
· Blue italicized text enclosed in angle brackets (<text>) indicates a field that should be replaced with information specific to a particular project.
· Text and tables in black are provided as boilerplate examples of wording and formats that may be used or modified as appropriate to a specific project. These are offered only as suggestions to assist in developing project documents; they are not mandatory formats.
When using this template for your project document, it is recommended that you follow these steps:
1. Replace all text enclosed in angle brackets (i.e., <Project Name>) with the correct field values. These angle brackets appear in both the body of the document and in headers and footers. To customize fields in Microsoft Word (which display a gray background when selected):
a. Select File>Properties>Summary and fill in the Title field with the Document Name and the Subject field with the Project Name.
b. Select File>Properties>Custom and fill in the Last Modified, Status, and Version fields with the appropriate information for this document.
c. After you click OK to close the dialog box, update the fields throughout the document with these values by selecting Edit>Select All (or Ctrl-A) and pressing F9. Or you can update an individual field by clicking on it and pressing F9. This must be done separately for Headers and Footers.
2. Modify boilerplate text as appropriate to the specific project.
3. To add any new sections to the document, ensure that the appropriate header and body text styles are maintained. Styles used for the Section Headings are Heading 1, Heading 2 and Heading 3. Style used for boilerplate text is Body Text.
4. To update the Table of Contents, right-click and select “Update field” and choos ...
TopGear Corporation Project CharterProject NameProject De.docx
TopGear Corporation Project Charter
Project Name:
Project Description:
Department(s):
Focus Area:
Product/Process:
Schedule:
Estimated Budget:
Current Date:
Project Stakeholders
Document Owner(s): Stakeholders
Project/Organizational Title
Internal or External
Stakeholder Description:
Stakeholder Role
Name
Level (high/mid/low)
Subject Matter Expert
Sponsor
Sponsor
Client
Client
Project Manager
Associate
Team member
Team member
Vendor
Describe in a few sentences each stakeholder’s involvement on the project. The purpose of this section is to provide the reviewer with a quick summery of all identified stakeholders and their involvement. Make sure to include everyone indicated from the scenario.
Example: [replace example with your stakeholder description from the scenario]
Tom Higgins is the program manager for this project and holds a senior-level administrative position in the procurement department. He is an internal stakeholder, directly involved in the full life cycle of the project, and manages the procurement process, budget, contracts, and resource allocation. Allen Kennedy and Johnson Williams report directly to him.
PROJECT CHARTER PURPOSE
[Replace this text with your own statement of the Project Charter Purpose.]
PROJECT EXECUTIVE SUMMARY
[Replace this text with a high-level view of:
· Project goals
· Objectives
· Scope
· Assumptions
· Risks
· Costs
· Time line
· Approach
· Organization]PROJECT OVERVIEW
[Replace this text with the rationale and business justification for undertaking this project.]PROJECT SCOPEGoals and Objectives
Goals
Objectives
[Replace this text with project goals. For example: The project will provide an improved system for managing product returns.]
[Replace this text with objectives for each goal. For example:
1. Develop a system by June that tracks an end-to-end process for 100% of product returns.
2. Integrate new system with sales to improve customer satisfaction 40% by year-end.]Departmental Statements of Work (SOW)
Departmental SOW
Owner/Prime
Due Date/Sequence
Organizational Impacts
Organization
Impact to and Participation of Organization
Project Deliverables
Milestone
Deliverable
1. [Milestone Description]
· [Deliverable 1—description]
· [Deliverable 2—description]
· [Deliverable n—description]
2. [Milestone Description]
· [Deliverable 1—description]
· [Deliverable 2—description]
· [Deliverable n—description]
3.
· Deliverables Out of Scope
[Replace this text with a description of key logical areas not considered part of the boundaries of this project. Examples of these out-of-scope deliverables may include data, processes, applications, or business management.]Project Estimated Costs and Duration
Project Milestone
Date Estimate
Deliverable(s) Included
Confidence Level
[Milestone 1]
[mm/dd/yy]
[Deliverable 1]
[Deliverable 2]
[High/Medium/Low]
[Milestone 2]
[mm/dd/yy]
[Deliverable 1]
[Deliverable 2]
[High/Medium/Low]
...
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Business process re-engineering and systems design - implementation
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Optimise-GB's Lean Six Sigma's DMAIC & DMADV Programme imporvement plan Manag...
====Please provide feedback (SWOT analysis) as I am going to develop this online====
Optimise-GB provides you with an Excel template for programme improvement plan using lean six sigma’s DMAIC & DMADV methodology. The template provides guidance of process improvement from designing, measuring, analysing to improving, controlling and verifying the initiative.
The template provides you with guidance notes of h0ow to follow the DMAIC & DMADV process as well as use the individual excel sheets. The template includes: task lists, programme charter, business case, process map, spaghetti diagrams, Pareto chart, statistical analysis, issues log, solutions, lessons learned.
If you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Business Process Improvement - Doing the right things effectively and efficie...
Optimise-GB provides you with a presentation on business process improvement. This presentation focuses on customer’s needs, also known as Voice of the Customer (VoC). The presentation’s approach pulls on knowledge and methods from systems thinking (focusing on failure demand and doing the right things by the customer), lean (having an efficient process), six sigma (focusing on quality and reducing failure demand and defects) and Theory of constraints (ToC –reducing bottlenecks and constraints). It has been considered that business process improvement cannot be approached in the same way as manufacturing. This is true for many reasons. One, the complex tools and levels of perfection is simply not required or even feasible for the service sector, given that most service organisations have near 50-80% defect rates across the entire organisation, so why focus on the 1% accuracy? Pareto’s 80/20 approach will yield significant results. The presentation guides you through the formation of teams and people to be involved, identifying objectives, problems and needs. The presentation then takes you through the documentation of each business process through workshop events and how to use data and issues logs. Finally we will look at how solutions are identified and evaluated and then implemented using the top 3 ideas. If you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Communicating strategic missions, vision, project progress and celebrate succ...
Optimise-GB provides you with a presentation on how to communicate company missions, visions, project status / updates to employees far and wide. Have you ever heard people say, I did not know that? No one told me? What happens to those people? Do they feel outside the communication loop? Isolated? The purpose of communication is to keep people informed, energised and consciously contributing towards the same goals. This presentation shows how you can communicate with employees at all levels and any location. If you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Deliver training to suit varying learning styles
Optimise-GB provides you with a presentation on how to create and deliver training materials that caters for various learning styles. Not one of us are identical in the way that we learn, however, there are some training sessions that follow a similar. There is a teacher at the front who talks, and students that sit and listen. How effective is this? Have you ever seen people switch off whilst you are in a training environment? Is it because they are bored of the material or bored of how the training is being delivered? This presentations provides some suggestions of how people’s learning styles can be catered for in different ways of delivering training materials. If you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
4 steps to formulating strategies from the boardroom through to every employee
Optimise-GB provides you with a presentation on how to formulate strategic plans from the board room right through the employees on the shop floor. The presentation has been devised to provide its readers with a structured guide, including templates, in formulating the next change imitative. The presentation brings together the salient points of Lean, Six Sigma, the balanced score card, MSP programme management and Prince 2 project management. If you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Stakeholder engagement and management
Optimise-GB provides you with a presentation on stakeholder engagement and management. Why is it that change initiatives, programmes and projects fail? Some might say that the project has been wrongly defined or executed poorly. There are other reasons why change initiatives fail: poor communication and a lack of engagement with stakeholders. This presentation provides some insights of how you can identify stakeholders, understand their issues and concerns, how to effectively communicate with people and how to resolve conflict to ensure buy in. There are a number of tools and techniques within this presentation. If you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Lean, Six Sigma, ToC using DMAIC project management
This presentation guides you through the DMAIC methodology that encompasses Lean, Six Sigma and ToC initiatives. There are five key stages of DMAIC. D = Design, where do you want to be? Create and communicate your vision, mission and objectives. M = Measure. What is to be measured and how? A = Analyse, what business process is to be analysed. Which process if changed would reap the biggest benefit? I = Improve, where are the improvements going to be made, what are the ideas and how will they be evaluated against your key objectives? C = Control, how are you going to control your process and people within it to ensure that they stick to the new way of doing things, what error proofing techniques can be built? What project management controls will you use? This presentation will guide you. Please contact me should you have any questions on simon@optimise-gb.com. Many thanks Simon Misiewicz
Effective Communication for successful working and personal relationships
Optimise-GB provides you with a presentation on effective communication for successful working and personal relationships. Have you ever been in a situation where you simply cannot get through to the person you are talking with or you get a sense that the person talking to you has not explained themselves very well? This presentation takes you through the forms of sending communication to others and receiving communication. This presentation also go through the process of conflict resolution. If you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Strategic improvement through the balanced scorecard and programme management
Optimise-GB provides you with a presentation that shows you how to execute your strategic plans positioned from the balanced scorecard via programme management methodologies to manage project portfolios. Please contact me should you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Programme start up document - Optimised Programme Methodology
Optimise-GB provides you with a free template for the programme start up document. This is the first phase of a three phased programme methodology. This document is based on MSP, Lean and Six Sigma programme methodologies. The key difference and unique perspective for this methodology is that the programme never closes down but focuses on continuous improvement. This document reduces the number of documents that can often lead to confusion as identified in a number of methodologies. The document sets the reason for the programme in regards to operational strategies, objectives and balanced scorecard reporting. As with most programme management methodologies, the document focuses on the now (Current state / as is) again the future (to be / future state). There are several inbuilt excel templates to boot including objectives weighting mechanisms, SIPOC flow diagrams and business cases. The programme start up phase leads into the Programme Improvement plan, which identifies a number of initiatives to be authorised within the project portfolio. The third and final document in this methodology is the programme delivery report, another template, that reports back on the progress made against the strategic goals. Please contact me should you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Staff appraisal document - template
Optimise-GB provides you with an Excel template for staff appraisals. The objective of this template is for managers and employees to work and agree the activities for forth coming period, based on strategic goals (from the balanced scorecard) and aligning them to the targets / objectives of the employee. This is to demonstrate how the employee fits into the organisation, what part they play and to feel valued. There are a number of targets that require the employee to put forward, not the manager, so that they take ownership of the targets and use their intellect to achieve the ultimate goals of the organisation. This template also looks at what the managers should be doing for the employee to improve morale / motivation and help them with the employees training. After all, an appraisal is meant to be about both the employee and manager, not one or the other. Please contact me should you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Optimised - Programme start up
Optimise-GB provides you with a free template for the programme start up document. This document is based on MSP, Lean and Six Sigma programme methodologies. The key difference and unique perspective for this methodology is that the programme never closes down but focuses on continuous improvement. This document reduces the number of documents that can often lead to confusion. The document sets the reason for the programme in regards to operational strategies, objectives and balanced scorecard reporting. As with most programme management methodologies, the document focuses on the now (Current state / as is) again the future (to be / future state). There are several inbuilt excel templates to boot including objectives weighting mechanisms, SIPOC flow diagrams and business cases. Please contact me should you have any questions on simon@optimise-gb.com and visit www.optimise-gb.com for more details. Many thanks Simon Misiewicz
Project Management - Getting the basics right
Optimise-GB provides you with a presentation of how to manage your projects, simply, effectively and with great efficiency. Project management is a focus on time, cost and quality and there needs to be a balance of all three. This presentation gives you a brief guide to the documents that could be used within each and every project. These documents are not extensive compared to Prince2 or other project management methodologies, for one simple reason, simplicity. Please contact me should you have any questions on simon@optimise-gb.com. Many thanks Simon Misiewicz
Cash Flow - Excel Spreadsheet Template
Optimise-GB provides you with an Excel template for you to forecast and manage your cash flow effectively. All you need to do is enter the income and costs for each day as a forecast and then over type them with the actual numbers as they materialise. This will then update your cash flow for you to manage your finance. Many thanks Simon Misiewicz
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