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Defining a Balance Defining a Balance with Templates and with Templates and

StandardsStandards

Nani Sadowski, PMPNani Sadowski, PMP

September 24, 2006September 24, 2006

What is a Template?

“Anything that determines or serves as a pattern; a model” - www.Dictionary.com

“A template is some form of device to provide a separation of form or structure from content. •In publishing for example, a template may be a predefined layout to give you an idea what to write where with boxes and lines.” - www.wikipedia.com

“A document or file having a preset format, used as a starting point for a particular application so that the format does not have to be recreated each time it is used: a loan amortization template for a spreadsheet program. “ - The American Heritage Dictionary

Templates

What is a template to you? to your organization?

How do you find the balance in determining when they are needed?

How do you utilize them to leverage your overall goals?

Templates

“Companies have discovered that project management methodologies work best with templates, forms, checklists and

guidelines rather than policies and procedures.”

2nd edition Advanced Project Management Best Practices on Implementation. pg118

Project Life Cycle Phases

InitiationRFP

Statement of Work Planning

Schedule

Risk List

Task List

Resource Allocation

Sample of Template – First Phases Mitigation Plan

# Risk Impact Probability Severity Assigned

To End Date Plan

What is the nature of the risk? What could happen?

What is the impact if this happens?

How likely is it to happen?

Rank the impact

Who is responsible for the Mitigation Plan?

When is the plan due?

Refer to documentation of the plan

001 <Insert details ,by bullet points, expanding upon the above 2 questions.>

<Insert details ,by bullet points, expanding upon the above question.>

High High <insert name(s) of responsible party>

<Insert end date>

Project Life Cycle Phases

Execution and ControlIssues List

Testing Plan

Training Plan

Go Live Plan Closing

Lessons Learned

Project Sign Off with Checklist

Standardization of Templates Why is this needed?

Standardization

Provides consistency During a project Across projects within an organization

Allows Project Manager to concentrate on the project and not on the tools PM completes templates to easily evaluate or report on status of

project Repeatable so stakeholders know what to expect and what the

information means Consider organization structure and climate when

developing templates Not enough?? Too many??

Portfolio Management Template

Workflows

Do workflows has any relation/impact to this? How can a workflow help you? What should a workflow detail/measure?

Steps for Workflows

ObserveObserve – Process (visually) DiscussDiscuss – Process with all team members ‘InterviewInterview’ those involved Utilize ‘Post-It’ notes to tracktrack DiagramDiagram final flow

Key to access continued

What factor makes up 90% of Project Management according

to PMI Methodology?

Communication

Key to access continued…

Communicate, Communicate, Communicate details surrounding templates once complete

Standards/Policies in place to indicate details surrounding all templates

Determine who alters the templates when the organization expands/re-aligns

Expectations Define the balance desired for templates as a group

with stakeholders and key participants involved.

QUESTIONS???QUESTIONS???

Nani Sadowski, PMPNani Sadowski, PMP

[email protected]

407-617-8697407-617-8697