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Learm More About the Professional Package Quick View JumpStart Package Forms Quick View Professional Package Forms Download Professional Package PDF Files

Forms Included in Package
Project Concept / Initiation Phase
Form Name   Description   Pages   Type   PDF
Initiate Project Checklist   The checklist provides various checkoff items to verify that major initial project functions and tasks have been completed within the Project Concept / Initiation phase.   8   Word Document   Initiate Project Checklist
Project Charter   The Project Charter provides the business goals, objectives, and management direction for starting the project in the Project Concept/Initiation phase.   1   Word Document   Project Charter
Business Case Document   The Business Case Document identifies whether there is a potential business value to the proposed project.   9   Word Document   Business Case Document
Project Team Definition   Identifies the business and technical groups and individuals responsible for the initiation, analysis, development, testing, installation and approval of the project.   5   Word Document   Project Team Definition
Project Resource Plan   provides a centralized source for definition of all resources required for a project, including project team size, required resources, facility needs, resource types and sources, project team organization, resource assumptions, risks and mitigations.   1   Word Document   Project Resource Plan
Project Planning Phase
Form Name   Description   Pages   Type   PDF
Statement Of Work   The Statement of Work (SOW) must be agreed to by all stakeholders to complete a project.   14   Word Document   Statement Of Work
Project Approval Document   The Project Approval Document formalizes approval for the project by the project sponsor and all stakeholders and contributors.   2   Word Document   Project Approval Document
Cost Estimating Worksheet   This Excel spreadsheet provides the opportunity to estimate and budget various IT costs.   2   Word Document   Cost Estimating Worksheet
Development Estimating Worksheet   This Excel spreadsheet provides the opportunity to estimate development costs for prototyping, user interfaces, reports, databases, tables, objects, and integration / jobs.   4   Word Document   Development Estimating Worksheet
Risk Information Data Collection Form   The Project Risk Information Data Collection Form's purpose is to provide a vehicle for capturing detail information on any of those risks for analysis and evaluation.   2   Word Document   Risk Information Data Collection Form
Risk Analysis Plan   Provides a medium to record a risk analysis of the project, and is used to keep track of potential risks that may jeopardize the project's success/completion date.   6   Word Document   Risk Analysis Plan
Roles And Responsibilities Matrix   Displays key project activities and details the responsibilities for each individual or role across every functional department. The matrix can optionally be created in a table or spreadsheet from within the document.   10   Word Document   Roles And Responsibilities Matrix
Required Approvals Matrix   Provides a matrix of key project activities (e.g., functions, tasks, documents or phases), and who is responsible for approving them.   8   Word Document   Required Approvals Matrix
Activity Worksheet Work Breakdown Structure   The WBS Activity Worksheet is made available to Subject Matter Experts (SMEs) to define the scope of work required for each activity and task within the work breakdown structure.   1   Word Document   Activity Worksheet Work Breakdown Structure
Work Breakdown Structure Resource Planning Template   The Work Breakdown Structure Resource Planning Template provides a matrix of WBS tasks with the estimated duration of each task in hours with % of time required by the various skill sets to contribute to the tasks.   8   Word Document   Work Breakdown Structure Resource Planning Template
Work Breakdown Structure   A method that is used to verify the association between the requirements shown in the Requirements / Specifications and other project documents, including design and testing documentation.   1   Word Document   Work Breakdown Structure
Project Plan   This MS Project document establishes both project execution and project control. It shows when and how a project's objectives are to be achieved by depicting and statusing the major products, milestones, activities and resources required on the project.   6   Word Document   Project Plan
System Requirements Phase
Form Name   Description   Pages   Type   PDF
Business Requirements Document   Defines the general business and different levels of requirements, including the business, end user requirements, problems or issues, project information, process information, training, and documentation requirements.   16   Word Document   Business Requirements Document
Business Requirements Presentation To Stakeholders   This document provides a PowerPoint presentation "shell" to incorporate and review the project business requirements with the stakeholders and business units sponsoring the project.   14   Word Document   Business Requirements Presentation To Stakeholders
Functional Requirements Document   Defines the functional requirements for the project including the different levels of business and end user requirements, and the functional areas of the business processes.   12   Word Document   Functional Requirements Document
Requirements Inspection Checklist   Provides a sample quality assurance document to verify at a glance that major requirements functions and tasks have been completed.   7   Word Document   Requirements Inspection Checklist
Requirements Traceability Matrix   A method that is used to verify the association between the requirements shown in the Requirements / Specifications and other project documents, including design and testing documentation.   10   Word Document   Requirements Traceability Matrix
Training Plan   Supports the use and maintenance of the specific system or application, and includes information about training courses and the tools and techniques that will be used.   8   Word Document   Training Plan
System Design Phase
Form Name   Description   Pages   Type   PDF
System Requirements Specifications   Provides more details to the project's high level requirements and detailed information so that the system will be built to satisfy the system requirements and quality.   12   Word Document   System Requirements Specifications
Analysis And Design Document   Provides detailed information to perform an analysis and design of a system, including topics on current and future software architecture processes, interfaces, data flow, infrastructure, components, integration, and security.   18   Word Document   Analysis And Design Document
Technical Requirements Document   Defines the technical requirements for the project. It contains all of the requirements for the system in sufficient level of detail to develop a system design and to test the system.   7   Word Document   Technical Requirements Document
Website Planning Checklist   Provides a checklist of numerous topics to consider when designing and developing a new website.   14   Word Document   Website Planning Checklist
User Interface Design Template   The User Interface Design Template provides a vehicle to document all of the parameters that are necessary to define a screen design or redesign prior to the start of any programming activities.   13   Word Document   User Interface Design Template
Report Design Template   Provides numerous topics to fill in detailed business and technical information for the design and development of a report.   10   Word Document   Report Design Template
Conversion Plan   Describes the strategies involved in the conversion of a system or application.   12   Word Document   Conversion Plan
Testing Phase
Form Name   Description   Pages   Type   PDF
Documentation QA Checklist Template   Provides the capability to perform a documentation quality assurance review prior to delivery and implementation.   6   Word Document   Documentation QA Checklist Template
Building Test Scenarios   Testing scenarios are hypothetical stories used to assist an individual to think through a complex problem or system. Scenarios are useful for surfacing requirements-related controversies, and to relate to those documented requirements.   10   Word Document   Building Test Scenarios
Test Plan   Provides a central artifact to govern the strategic approach of the test effort; it defines the general approach to be employed when testing the software and when evaluating the results of that testing.   12   Word Document   Test Plan
System Quality Assurance Checklist   Verifies that various project management, methodology, testing, configuration management, and documentation and records management principles and standards have been applied to a project.   22   Word Document   System Quality Assurance Checklist
System Test Plan   Documents all system requirements denoted in the requirements, specifications, and design documentation to plan and execute unit, system and integration tests that ensure a high level of compliance.   13   Word Document   System Test Plan
User Acceptance Test Plan (UAT)   Provides management an overview of the system, applications, functions and features that are to be tested in the User Acceptance Test Plan (UAT) process.   17   Word Document   User Acceptance Test Plan
Testing Bug Report   This report provides the ability to record details about an individual testing bug detected during unit, system, integration and user acceptance testing.   1   Word Document   Testing Bug Report
Testing Bug List   This list provides a status of all bugs detected during unit, system, integration and user acceptance testing.   1   Word Document   Testing Bug List
Regression Testing Plan   Provides general information about systems or applications that require regression testing.   12   Word Document   Regression Testing Plan
Project Acceptance Document   Formalizes acceptance of the project, and describes the products and services the customer received.   1   Word Document   Project Acceptance Document
Project Monitoring and Control Phase
Form Name   Description   Pages   Type   PDF
Change Management Log   This document is used to record changes to the baseline, including the change type, priority, the owner's name, date submitted, if escalation is required, the date it was approved, and the action / resolution of the change.   1   Word Document   Change Management Log
Action Item Status   Provides the status of all project action items, including the item number and description, the assigned, due and resolved dates, the owner, priority and the current status of the item.   1   Word Document   Action Item Status
Risk Management Register   The Risk Management Register is a management tool that identifies, assesses, and records recommended actions that management must take to alleviate the risk potential down to acceptable levels.   3   Word Document   Risk Management Register
Issue Identification And Resolution   Individually identify/document each issue that may impact a project, and identify who created and resolved the issue, the type of issue, potential alternatives and recommendations, provide an estimate of the resources, man hours and costs, and management actions that were taken to resolve the issue.   6   Word Document   Issue Identification And Resolution
Issues Management Log   The Issues Management Log provides the ability to initially identify the issue, how the issue is assessed by the project team, and what the response / actions are to resolve the issue.   1   Word Document   Issues Management Log
Project Milestone Status Form   Provides a vehicle for capturing the latest status of due date, completion date, and the milestone/task status (in-process, completed or delinquent), milestones, goals, or tasks.   1   Word Document   Project Milestone Status Form
Project Status Report   Summarizes the project status, including project activity, information about the project, problems or delays, issues, planned activities for next period, and deliverable description and status. It also contains sections for reporting on WBS metrics and tasks, changes, issues and risks.   4   Word Document   Project Status Report
Meeting Summary   The Meeting Summary documents the meeting date and time, participants, meeting minutes, conclusions and action items status.   1   Word Document   Meeting Summary
Production Turnover / Deployment Phase
Form Name   Description   Pages   Type   PDF
Installation Planning Guide   Provides information for the installation of the system, application or data, including installation strategy, planning and risk factors, and security.   16   Word Document   Installation Planning Guide
Software User Guide   Provides training or reference information for using the system, product, application or data. Explains the major components, benefits, access information, and navigation instructions.   17   Word Document   Software User Guide
System Administration Guide   Provides procedures and information to administer and maintain the system, product or application, and includes an overview, data assets, processing, server and database administration, and backup instructions.   11   Word Document   System Administration Guide
Production Implementation Plan   Provides planning information for production approval and implementation of the project, and describes the steps necessary to place the project into production.   9   Word Document   Production Implementation Plan
Production Turnover Approval   Provides a process that ensures changes to the production environment are planned, approved, tested, executed, and reviewed in a systematic efficient and controlled manner.   6   Word Document   Production Turnover Approval
Project Closure and Maintenance Phase
Form Name   Description   Pages   Type   PDF
Lessons Learned Template   The Lessons Learned Template provides an opportunity for reflection after a project has been completed. It is highly beneficial to record what worked well with the project and where improvements can be made.   4   Word Document   Lessons Learned Template
Transition Out Plan   The Transition Out Plan is used to describe how project deliverables will be brought to full operational status.   9   Word Document   Transition Out Plan
Post Project Review   Upon completion of a project, good practice is to assess how you did on the project, in conjunction with a Lesson Learned Report.   8   Word Document   Post Project Review
Modification Change Control Request   Used to review system / application modification requests to evaluate and approve technically sound and secure "changes" to the production environment and to limit potential impact to business capabilities and/or IT operational capacity, architecture, infrastructure, compliance, and schedules.   6   Word Document   Modification Change Control Request
Disaster Recovery Plan Information   Documents a disaster recovery plan as part of an overall contingency plan to complete that restoration task and keep the company running.   25   Word Document   Disaster Recovery Plan Information
Request For New Application Enhancement   This document permits a business unit, other departments or auditors to initiate the process of requesting a new application or an enhancement to an existing application.   1   Word Document   Request For New Application Enhancement
Product Retirement Plan   The Product Retirement Plan provides a detailed roadmap to retire a product, system or application.   10   Word Document   Product Retirement Plan
Developer Knowledge Transfer Report   Provides a vehicle for conveying details about a system or application for production support developers.   14   Word Document   Developer Knowledge Transfer Report

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