Executive Brief
Read our concise Executive Brief to find out why you should tailor project management processes to your projects, review the methodology, and understand the four ways we can support you in completing this project.
- Tailor IT Project Management Processes to Fit Your Projects – Executive Brief
- Tailor IT Project Management Processes to Fit Your Projects – Phases 1-5
1. Lay the groundwork for project management success
Assess the current state to set the right amount of project governance and define levels of projects for which right-sized PM methodologies will apply.
- Tailor Project Management Processes to Fit Your Projects – Phase 1: Lay the Groundwork for PM Success
- Project Management Triage Tool
- COBIT BAI01 (Manage Programs and Projects) Alignment Workbook
- Project Level Definition Matrix
- Project Level Selection Tool
- Project Level Assessment Tool
- Project Management SOP Template
2. Build a lightweight project management process for small initiatives
Optimize project management processes for small projects to increase project throughput and the processes’ effort-to-value ratio.
- Tailor Project Management Processes to Fit Your Projects – Phase 2: Build a Lightweight PM Process for Small Initiatives
- Level 1 Project Charter Template
- Level 1 Project Status Report Template
- Level 1 Project Closure Checklist Template
3. Establish a standard process for initiating and planning medium-to-large projects
Develop fully-featured initiation and planning processes.
- Tailor Project Management Processes to Fit Your Projects – Phase 3: Establish Initiation and Planning Protocols for Medium-to-Large Projects
Project Stakeholder and Impact Assessment Tool
- Level 2 Project Charter Template
- Level 3 Project Charter Template
- Kick-Off Meeting Agenda Template
- Scope Statement Template
- Project Staffing Plan
- Communications Management Plan Template
- Customer/Sponsor Project Status Meeting Template
- Level 2 Project Status Report Template
- Level 3 Project Status Report Template
- Quality Management Workbook
- Benefits Management Plan Template
- Risk Management Workbook
4. Establish a standard process for executing and closing medium-to-large projects
Develop fully-featured execution and closing processes.
- Tailor Project Management Processes to Fit Your Projects – Phase 4: Develop Execution and Closing Procedures for Medium-to-Large Projects
- Project Team Meeting Agenda Template
- Light Project Change Request Form Template
- Detailed Project Change Request Form Template
- Light Recommendation and Decision Tracking Log Template
- Detailed Recommendation and Decision Tracking Log Template
- Deliverable Acceptance Form Template
- Handover to Operations Template
- Post-Mortem Review Template
- Final Sign-Off and Acceptance Form Template
5. Implement your project management SOP
Develop rollout and training plans, implement the new methodologies, and track metrics.
- Tailor Project Management Processes to Fit Your Projects – Phase 5: Implement Your PM SOP
- Level 2 Project Management Plan Template
- Project Management Process Costing Tool
- Project Management Process Training Plan Template
- Project Management Training Monitoring Tool
- Project Management Process Implementation Timeline Tool (MS Project)
- Project Management Process Implementation Timeline Tool (Excel)