Toolkit 001

Project Management

Metadata of the NOREX Document Repository including business case templates,

project prioritization, pricing templates, project planning, methodology, governance,
testing, project tracking, project change, project closeout, training, RFPs, job
descriptions, specific project plans as well as transcripts and polls.
The NOREX Document Repository contains working documents written and voluntarily contributed by member
companies of the NOREX IT Networking Consortium. These documents help members shorten development time
and avoid reinventing the wheel.

Business Case ................................................................................................................ 2

Project Prioritization ........................................................................................................ 4
Pricing Template ............................................................................................................. 5
Project Planning .............................................................................................................. 6
Methodology .................................................................................................................... 9
Governance................................................................................................................... 11
Testing .......................................................................................................................... 12
Project Tracking ............................................................................................................ 13
Project Change Tracking ............................................................................................... 15
Project Closeout ............................................................................................................ 16
Training ......................................................................................................................... 17
RFPs and Specific Project Plans ................................................................................... 18
Project Management Discussions ................................................................................. 19
Project Management Poll .............................................................................................. 20
Staffing .......................................................................................................................... 21

Business Case
BUSINESS CASE
BUSINESS CASE CHARTER

BUSINESS CASE DEVELOPMENT

BUSINESS CASE SCORING MATRIX

BUSINESS CASE TEMPLATE
BUSINESS CASE TEMPLATE
BUSINESS REQUIREMENTS TEMPLATE

This is a template of a typical business case format, used to

inform management of the solution approval is needed for. 8
Pages (10-1306)
A charter template including instructions on its use. 9 Pages
(10-1011)
This template has the objective of creating the foundation
used to justify whether a proposal evolves into a project. The
second template records business need, proposed solution
and approach, cost benefit analysis, and more. 9 Pages (10875)
A template of a matrix to score business cases in which a
high benefit score and a low cost score are most desirable. 1
Page (10-944)
This document provides a format for developing a business
case. 4 Pages (10-943)
This template provides a format for building your business
case from origination to need to cost benefit analysis. 5 Pages
(10-347)
This template provides a basic outline for a solution delivery
process with business requirements. 15 Pages (10-030)

COMPLETING PROJECT PROPOSAL

When staff wants to propose a project or capital purchase for

consideration, the Proposer opens the proposal form and
follows the procedure below. 2 Pages (10-840)

CREATING A BUSINESS CASE

This document describes the procedure for creating a

business case for a proposed project. 3 Pages (10-841)

EA PROJECT PROPOSAL

This worksheet serves as a proposal for Enterprise

Architecture projects, including the SCOR (StrategyComplexity-Outcome-Risk) rating. 3 Pages (50-081)

IT WORK REQUEST FORM

The following template describes scope, cost estimate,

schedule, business impact, labor estimates, and more. 3
Pages (10-707)

MAJOR PROJECT REQUEST

The process of requesting a minor or major Information

Technology project is described here. 2 Pages (10-839)

MINOR TECHNOLOGY PROJECT

This paper briefly describes a procedure for requesting a

minor technology project. 1 Page (10-838)

ONE PAGE BUSINESS CASE

PROJECT CONCEPT TEMPLATE

PROJECT PROPOSAL TEMPLATE

PROJECT REQUEST PACKET

This form presents an outline of a business case for easy

reference. 1 Page (10-127)
This project template provides a way to decide which projects
are to be worked on based on goals and strategies. 4 Pages
(10-1042)
The project proposal introduces a proposed idea for IT related
project work. The content outlines key business needs, and
identifies project parameters for consideration. 6 Pages
(10-935)
This worksheet provides information on how to initiate and
move through the Software Development Life Cycle (SDLC)
process. 14 Pages (10-1183)

PROPOSAL STARTUP GUIDE

The following narrative describes the process for Information

Technology Project Proposal (ITPP) submission and review. 2
Pages (10-874)

REQUEST FOR PROJECT

This form is used by managers to request a project to

research and/or implement products and/or services or make
modifications to existing ones. 1 Page (10-1294)

STRATEGY RECOMMENDATION

Setting a strategy for a project is an important part of building

a project plan. This presentation offers helpful guidelines for
strategizing your project. 7 Pages (10-721)

TEMPLATE: ONE-PAGE BUSINESS CASE

This one-page template is suitable for business cases for

virtually any IT project. 1 Page (10-175)

Back to Table of Contents

Project Prioritization
CONDUCTING A FIT GAP ANALYSIS

This presentation outlines the fit gap process and describes

how to identify gaps in functionality or other areas. 14 Pages
(10-653)

IT PROJECT INITIATION: EXECUTIVE

Part of an IT Project Initiation process, this section examines

Executive Committee interests. Also see IT Project Initiation
Process Overview (10-177), Requestor Actions (10-177A) and
Planning (10-177B). 3 Pages (10-177C)

IT PROJECT INITIATION: PLANNING

Part of an IT Project Initiation process, this section examines

planning. Also see IT Project Initiation Process Overview (10177), Requestor Actions (10-177A) and Executive (10-177C).
4 Pages (10-177B)

IT PROJECT INITIATION: REQUESTOR

ACTIONS

Part of an IT Project Initiation process, this section examines

requestor actions. Also see IT Project Initiation Process
Overview (10-177), Planning (10-177B) and Executive (10177C). 2 Pages (10-177A)

NEEDS ASSESSMENT TEMPLATE

PMO PROJECT PROJECTION SHEET
PRIORITY MATRIX TEMPLATE

PROJECT ASSESSMENT TEMPLATE

PROJECT CLASSIFICATION WORKSHEET

PROJECT DECISION ANALYSIS

This document provides a basis for preparing a needs

assessment to identify the purpose of moving forward with a
proposed project. 5 Pages (10-234)
This is an overview of the project that is used to help prioritize
projects in a Project Management Office (PMO). 3 Pages
(10-138)
This matrix template differentiates between impact criteria and
urgency criteria of a project. 2 Pages (10-178)
The following is a template guideline for an initial risk
assessment to utilize with the core project team before the
larger project team is involved. It provides an early
assessment of where top issues are and an opportunity to
review them with the sponsor before fully launching the
project. 4 Pages (10-436)
Project management tasks are summarized according to size,
scale, risk, status, and impact in this template. 2 Pages
(10-026)
This methodology is recommended to be used with all
projects requiring decision analysis where an upgraded
solution is being considered. 5 Pages (10-235)

PROJECT PRIORITIZATION

Members share strategies for prioritizing and managing IT

and Business Projects during this September 2012
WebForum. 27 Pages (NV697)

PROJECT PRIORITY SCORING TEMPLATE

Prioritization scores are numeric values independent of other

projects. This template provides instructions and a scoring
template for strategic goals. 3 Pages (10-934)

PROJECT SCORING WORKSHEET

REQUIREMENTS GUIDELINE
STAKEHOLDER ANALYSIS

Cost savings, urgency, and other benefits are scored

alongside costs for each project. 5 Pages (10-945)
To assist with the discovery process, use the following
questions and guide for gathering of requirements. 3 Pages
(10-710)
This template provides an overview of stakeholder analysis as
well as pre- and post-demonstration interview questions. 2
Pages (10-240)

Back to Table of Contents

Pricing Template
PROJECT FORECASTING REPORT

This report template defines metrics of scheduling, cost,

resources and other aspects of a project. 2 Pages (10-709)

WORK REQUEST RESOURCE ESTIMATE

This template outlines projected costs and resources needed

for completion of a project. 2 Pages (10-1146)

Back to Table of Contents

Project Planning
CREATIVITY SESSION OUTLINE

This slide presentation provides ideas and sample agenda for

any brainstorming session a planning committee might have
for upcoming projects. 8 Pages (10-708)

DELIVERABLE ACCEPTANCE FORM &

SCOPE STATEMENT

The form provides documentation for project deliverables

acceptance. The Scope Statement describes the project's
deliverables and documents what the project will not deliver. 5
Pages (10-356)

DEVELOPING IMPLEMENTATION PLAN

DEVELOPING THE PROJECT STATUS
REPORT
IDENTIFYING INITIATION RISKS
IT PROJECT PLAN BUNDLE

A guide to the development of an implementation and

transition plan that includes a plan template. 3 Pages (10-884)
This document provides ideas on how to develop a project
status report and includes a report template. 5 Pages
(10-882)
This paper is to identify risks that could negatively affect
project progress and to describe mitigation actions. 3 Pages
(10-880)
This group of documents includes examples of a project plan
request form, FAQ, deliverable methodology, and risk
assessment. 7 Pages (10-1265)

IT PROJECT PROPOSAL DEVELOPMENT

The process of completing the Information Technology Project

Proposal (ITPP) template helps project initiators envision the
project goals and answer questions. Also included is an ITPP
proposal form. 5 Pages (10-873)

IT STRATEGIC PLAN

Use this strategic plan as a guide through the complex issues

and challenges that are part of effectively managing IT. 12
Pages (10-194)

IT STRATEGIES FOR OPTIMIZING VALUE

Ideas and goals for long-range business plans and

modernization are outlined in this presentation, which was
given by a financial industry CIO at the 2010 NOREX
International Roundtable. 15 Pages (10-140)

PM TEAM DUTIES/RESPONSIBILITIES

This document defines the members of the Project

Management (PM) team by title, role and responsibilities. 8
Pages (10-886)

PMO MINI PROJECT SHEET

This snapshot is of a mini Project Management Office (PMO)

project. 3 Pages (10-139)

PRE-IMPLEMENTATION CHECKLIST

When applied to any planned project, this checklist can help

the overall management of the project including workflow,
testing, budget, data conversion, and more. 5 Pages (10-684)

PROJECT CHARTER & SCOPE STATEMENT

This template is an outline of project background, goals work

breakdown, and more. 14 Pages (10-825)

PROJECT CHARTER DEVELOPMENT

This template develops a document that defines the purpose

of the project and the project conditions, team organization,
and references. The charter defines preliminary scope &
objectives. 8 Pages (10-876)

PROJECT CHARTER SAMPLE

This sample project charter will help organize your staffing,

timeline, and objectives. 15 Pages (10-1019)

PROJECT CHARTER TEMPLATE

A concise organization of various aspects of a project charter.

2 Pages (10-1021)

PROJECT CHARTER TEMPLATE

This is an easy-to-follow charter template that can be adapted

to your own project. 10 Pages (10-812)

PROJECT CHARTER TEMPLATE

A detailed format for describing the scope, goals, and

objectives of your project. 6 Pages (10-757)

PROJECT CHARTER TEMPLATE

This more detailed template provides room to describe

business goals, context, objective, scope, stakeholders, and
more. 6 Pages (10-182)

PROJECT CHARTER

The overview, goals, and expectations of a project are laid out

in this charter. 10 Pages (10-1305)

PROJECT CHARTER

This document is a template for the creation of your own

project charter. 7 Pages (10-716)

PROJECT CHARTER

This document provides authority to establish the project and

secures commitment for the resources required to complete
the initiation of the project. 3 Pages (10-348)

PROJECT DESIGN SPECIFICATION

TEMPLATE

This document provides an outline of abstract, background,

project objective, and functional design requirements for an
upcoming project. 5 Pages (10-236)

PROJECT INITIATION CHECKLIST

This phase marks the beginning of the project or phase and

formally authorizes the project. 1 Page (10-878)

PROJECT INITIATION CHECKLIST

This template provides questions about a project's

organization, definition, risk, & estimate to help determine
readiness for the project. 3 Pages (10-717)

PROJECT INITIATION TEMPLATE

This workbook provides required IT project documents that

give a level of data for the leadership team to present to the
steering committee. 6 Pages (10-1024)

PROJECT KICKOFF MEETING AGENDA

AND ROSTER

This template may be used to log project issues key to

organizers and stakeholders. The roster is used to identify
team members, their roles and responsibilities, and their
contact information. 6 Pages (10-342)

PROJECT MANAGEMENT CHARTER

PROJECT QUALITY & TESTING
PROJECT QUALITY PLAN

Following is a template for a department of IT project

management charter. 2 Pages (10-1029)
This approach statement defines the aspect of the project and
provides information on its objectives and scope. 7 Pages
(10-688)
This is a template planning the quality management of a
project. 9 Pages (10-718)

PROJECT SCHEDULE TEMPLATE

This template is used to depict a representation of work that

will be accomplished during a project. 2 Pages (10-350)

PROJECT SCOPE STATEMENT

This is a template for project description and objectives to be

outlined. 4 Pages (10-1147)

PROJECT VISION/SCOPE TEMPLATE

Business objectives, success criteria, vision statement, goals

and risks are outlined in this template. 3 Pages (10-179)

RESOURCE ACQUISITION WORKSHEET

This document outlines the anticipated resource requirements

including human and material resources for the project. 2
Pages (10-355)

SAMPLE CHARTER/SCOPE STATEMENT

The scope statement forms the basis of agreement on a

project charter. This template provides an outline for creating
your scope statement. 4 Pages (10-1020)

SCOPE CHANGE TEMPLATES

This worksheet includes templates for scope change

requests, impact assessments, and cost assessments, as well
as a change log. 4 Pages (10-727)

SCOPE/SIZE REQUIREMENTS WORKSHEET

This document describes the requirements for a project's

scope, size, business need, funding, application, and more.
13 Pages (10-1148)

STRATEGIC MISSION SUPPORT ANALYSIS

This document is a template providing a basic format for

outlining your project. 2 Pages (10-969)

WORK PLAN DEVELOPMENT

This worksheet includes estimating factors for development of

a work plan, categorized by simple, medium, and complex. 4
Pages (10-655)

Back to Table of Contents

Methodology
AGILE PROJECT MANAGEMENT

This template describes & breaks down the project

management process from responsibility assignment to burn
down. 10 Pages (10-1010)

ISSUES MANAGEMENT LOG

The issue management log records and tracks issues

identified during project execution. 2 Pages (10-726)

IT PORTFOLIO MANAGEMENT
PROCEDURES SOP

This SOP will establish procedures for management of

Information Technology projects portfolio. (Also see IT Project
Management SOP, NORCON 47-754 and Governance &
Portfolio Management, NORCON 47-755.) 7 Pages (47-756)

IT PROJECT INITIATION PROCESS

IT PROJECT MANAGEMENT SOP

ITIL TO ITSM PRESENTATION

Projects which undergo this process will have the added

benefit of a proper understanding of scope, budget, timeline,
and regulatory compliance. Also see Requestor Actions (10177A), Planning (10-177B) and Executive (10-177C). 5 Pages
(10-177)
This SOP is to provide a reusable, scalable project
management methodology for IT projects & achieve
compliance with applicable laws. (Also see Governance &
Portfolio Management, NORCON 47-755 and IT Portfolio
Management Procedures SOP, NORCON 47-756.) 36 Pages
(47-754)
This presentation reflects the company's focus on ITIL and
ITSM. 19 Pages (10-1054)

PROJECT CHANGE MANAGEMENT

A defined Project Change Management (PCM) process that

can integrate required changes with minimal disruption to
ongoing operations or related projects. 9 Pages (10-885)

PROJECT COMMUNICATION PLAN

This template is a format by which to construct your

communication process for a project. 4 Pages (10-713)

PROJECT EVALUATION

This evaluation is designed for the entire project management

process. 2 Pages (10-1031)

PROJECT LIFE CYCLE

This document includes a chart displaying phases of a project

management life cycle. 2 Pages (10-715)

PROJECT MANAGEMENT FRAMEWORK

This document establishes the foundation for performing all

project management functions and producing critical
deliverables. 3 Pages (10-358)

PROJECT MANAGEMENT LIFE CYCLE

PROJECT MANAGEMENT METHODOLOGY

PROJECT PLAN TEMPLATE

PROJECT PLAN

PROJECT PROCESS

This document is a guide to the process of managing a

project, from initiating, planning, executing, and monitoring to
closing. 6 Pages (10-552)
This handbook aids a project management team in effectively
developing and controlling a project management document
or process. This document was used with permission. 269
Pages (10-109)
This template is used to describe the strategic, tactical, and/or
operational objectives addressed by the proposed project. 4
Pages (10-881)
This plan acts as communication vehicle of project
information. It is comprised of the Project Charter, Scope
Statement, Project Schedule, Preliminary Budget, Risk
Management Worksheet and Communication Plan. 3 Pages
(10-349)
This document includes a formal charter and a charterless
project process. 2 Pages (10-1221)

PROJECT TEAM MEETING AGENDA &

DEVELOPMENT PLAN

This document provides a process to ensure that the project

team members have the appropriate levels of skill and
knowledge to perform their assigned project tasks and
activities, and provides an agenda for all meetings between
members of the project team. 5 Pages (10-346)

PROJECTS ROADMAP

The attached chart shows a general identity & access

management roadmap. 1 Page (10-968)

QUALITY MANAGEMENT PLAN

Specific quality assurance activities are defined and

documented in this document. 2 Pages (10-360)

ROLES & RESPONSIBILITIES MATRIX

ROOT CAUSE ANALYSIS OVERVIEW
ROOT CAUSE ANALYSIS

SYSTEM DEVELOPMENT LIFE CYCLE

TEMPLATE

The purpose of this matrix is to assign departments or

individuals to activity categories, define role responsibilities,
and define relationships between groups. 2 Pages (10-728)
This presentation provides a description of the applicability,
benefits, and common pitfalls of a root cause analysis. 5
Pages (10-523)
Root Cause Analysis is an analysis philosophy that underlines
a number of techniques for determining actual drivers or
causes of process inefficiencies. 9 Pages (10-524)
The System Development Life Cycle (SDLC) provides the
reader with an overview of the processes used by the Project
Management Office to initiate, fund, monitor and manage
projects. 56 Pages (10-826)

Back to Table of Contents

10

Governance
APPLICATION MANAGEMENT OVERVIEW

COMMUNICATION PLAN
COMMUNICATIONS MANAGEMENT PLAN
EMPLOYEE PROJECT CHARTER
ESTABLISHING PROJECT TEAM
GO-LIVE PLAN

GOVERNANCE & PORTFOLIO

MANAGEMENT

IMPLEMENTATION & TRANSITION PLAN

IT ADVISORY PROJECT GUIDELINES

MINOR PROJECT TEMPLATE

ORGANIZATIONAL CHANGE PLAN

PM INTEGRATED DELIVERY PROCESS
PROJECT MANAGEMENT POLICY
PROJECT REQUIREMENT REVIEW
DEFINITIONS
PROJECT REQUIREMENTS ASSESSMENT

This overview is a transition to work management and

includes common distribution of roles for program and project
management. 15 Pages (46-879)
This document describes the means by which project
communications will occur and defines how often information
will be disseminated. 2 Pages (10-361)
This document describes the means by which project
communications shall occur and be managed. 6 Pages
(10-877)
This charter will simplify the process of gathering, organizing,
and managing employees' and positions' information. 11
Pages (10-550)
This template provides guidance on creating your project
team and a team directory to record it. 4 Pages (10-879)
The purpose of this approach statement is to define this
aspect of the Project and state how it will be managed. 4
Pages (10-687)
This document provides the framework for governance &
portfolio management policies & procedures. (Also see IT
Project Management SOP, NORCON 47-754 and IT Portfolio
Management Procedures SOP, NORCON 47-756.) 16 Pages
(47-755)
This paper documents the plan for implementation of the
project deliverables and transition to their effective use. 3
Pages (10-362)
A flow chart is combined with an Advisory Committee scope
statement to provide documentation of the chain of events for
a project. (See NORCONs 47-653 through 47-656.) 2 Pages
(47-653)
The project workbook allows you to easily track & monitor
project activities. Any worksheets can be broken out into
separate documents. 8 Pages (10-1222)
This form can be used to document and plan for those
changes to ensure an organization is prepared to accept the
changes and utilize the product(s) delivered. 2 Pages
(10-352)
A chart showing the integrated delivery process involved in
the Project Management (PM) life cycle. 1 Page (10-714)
The purpose of this policy is to ensure defined project
management procedures and templates are used. 3 Pages
(10-641)
The following documentation definitions serve as a guideline
to reference if there is a template available and what the
document should generally contain. 7 Pages (10-238)
This review assessment is helpful for use with projects to
assess documentation and reporting requirements based on
the nature, risk, impact and/or duration of the project. 1 Page
(10-237)

Back to Table of Contents

11

Testing
RISK ASSESSMENT GUIDE
RISK MANAGEMENT WORKSHEET
TEST PLAN DOCUMENT GUIDELINES
TEST PLAN TEMPLATE
TEST PROGRESS REPORT TEMPLATE

This document defines what projects require a risk

assessment and how to make this determination. 2 Pages
(10-241)
This template identifies potential risks to the project so that
early planning can mitigate their effects. 2 Pages (10-357)
This document is a template and provides a basic outline with
which to prepare your own test plan document. 9 Pages
(10-239
This template provides a format to create your own test plan
for the project you are undertaking. 5 Pages (10-685)
This report template provides a way to track progress on
testing projects. 2 Pages (10-686)

Back to Table of Contents

12

Project Tracking
EXPENSE TRACKING FORM

This worksheet includes a simplified formula for tacking basic

business expenses. 1 Page (10-566)

KICKOFF MEETING AGENDA TEMPLATE

This paper is a general template for a project's kickoff meeting

agenda. 1 Page (10-711)

KICKOFF MEETING OUTCOMES

MEETING AGENDA TEMPLATE
MEETING MINUTES TEMPLATE
MILESTONE SUMMARY REPORT
OUTLINING PROJECT STATUS
PHASE COMPLETION FORM

This documents all outcomes of the Project Kickoff Meeting. 3

Pages (10-344)
An outline for recording meeting goals, agenda, attendees,
and action items. Also includes a minutes template. 2 Pages
(10-712)
This template records attendees, key decisions, and action
items from a project meeting. 1 Page (10-883)
This presentation is a template providing overview,
deliverables, scope, budget, schedule reviews as well as
future milestone steps. 9 Pages (10-723)
Summary, progress, and attention areas are just some of the
topics delivered in this project status template. 10 Pages
(10-720)
This form documents the formal completion of the respective
project phase. 2 Pages (10-363)

PRE- & POST-IMPLEMENTATION REVIEWS

Administration, data conversion, testing, change control,

training, security, go-live readiness, and SOX are all outlined
in this review template. 4 Pages (10-683)

PROCESS DEVIATION PLAN

This form is for the permission to deviate from a preapproved

process or step in a process in a PMO (Project Management
Office) environment. 1 Page (10-142)

PROJECT MANAGEMENT & CONTROL

This document serves to monitor and control the project in

order to meet the project's objectives and produce the
project's deliverables. 4 Pages (10-842)

PROJECT MANAGEMENT SCHEDULE

DASHBOARD

This scheduling document rates projects' stage of completion,

goals, and current activity. 2 Pages (10-025)

PROJECT PERFORMANCE TRACKER

Estimated versus actual days/hours by project are displayed

on bar graphs, and a project time performance tracking chart
is provided in this worksheet. 3 Pages (10-053)

PROJECT PHASE KICKOFF AGENDA

Each project phase is launched to reiterate the project

objectives; review previous phase deliverables; discuss the
goals of the current phase; discuss any changes; and review
risks and issues. 3 Pages (10-343)

PROJECT PHASES

IT Project Phases are shown step-by-step in this illustration. 1

Page (10-1164)

PROJECT STARTUP AND CLOSEOUT

PROJECT STATUS DASHBOARD

This table provides a checklist for project artifacts such as

initiation, planning, and execution. 1 Page (10-814)
This screen shot covers the project status by queue. 1 Page
(10-108)

PROJECT STATUS REPORT GUIDANCE

NOTES

This document provides a guide for the purpose and

necessity for a Project Status Report, as well as how it should
be outlined, what should be included, and more. (Also see
Project Status Report, NORCON 10-027.) 33 Pages (10-028)

PROJECT STATUS REPORT TEMPLATE

This weekly project team status report lists major

accomplishments, deliverables/activities planned, milestones,
& more. 6 Pages (10-180)

13

PROJECT STATUS REPORT TEMPLATE

This template provides a full summary, key milestones &

deliverables, and financial & change history. (Also see Project
Status Report Guidance Notes, NORCON 10-028.) 5 Pages
(10-027)

PROJECT STATUS REPORT

The Project Status Report is a document that project

managers may use as a means of formal regular reporting on
the status of a project. This document provides a template for
such a report. 7 Pages (10-719)

PROJECT STATUS REPORT

This template is an example of some communication plans for

current and future projects. 2 Pages (10-521)

PROJECT STATUS REPORT

The Project Status Report provides a brief snapshot of the

project's progress, accomplishments, next steps, and any
outstanding issues or actions. 5 Pages (10-359)

PROJECT STATUS REPORT

This worksheet is a template for recording a project's status

assessment regarding budget, software, services, scope and
risk. 3 Pages (10-149)

PROJECT TEMPLATE

This project workbook allows project managers, team

members, sponsors, and stakeholders to easily track and
monitor project activities. 25 Pages (10-1165)

PROJECT TRACKER TEMPLATE

This presentation is a template for tracking key milestones,

program contributions and risk/scope creep for a project. 1
Page (10-223)

PROJECT TRANSITION WORKSHEET

This sample project transition worksheet provides a simple

way to log important details on a project. 1 Page (10-245)

TEAM LEADERS MEETING AGENDA

This template provides an outline for all meetings between

project team leaders. 3 Pages (10-345)

WEEKLY PROJECT DEMAND

Project details can be listed and forecasted here and

assigned to a timeline for go-live date. 1 Page (10-1205)

WEEKLY PROJECT STATUS

This template confirms activities planned, accomplished,

milestones & risk log. 2 Pages (10-722)

WEEKLY PROJECT SUMMARY

WORK BREAKDOWN SCHEDULE

This worksheet includes a summary of projects color-coded

according to schedule, scope, budget, resources and quality.
2 Pages (10-050)
This template is designed to list work items, what types of
resources & storage are required for the work, but not when
the work will be completed or who will complete it. 3 Pages
(10-729)

Back to Table of Contents

14

Project Change Tracking

CHANGE CONTROL & ISSUES LOGS

The Change Control Log documents all requested changes to

the project, and the outcome of the request. The Issue Log
describes the information captured for each issue and how it
will be tracked throughout the project. 4 Pages (10-354)

CHANGE CONTROL PROCESS

This template is used to define the change control process. 3

Pages (10-353)

PROJECT CHANGE REQUEST FORM

This document is a template for use when processing a

change for project management. 3 Pages (10-1145)

PROJECT CHANGE REQUEST

A change request is used to document the potential impact of

a change, and is used to determine if the change should be
accepted or rejected. 3 Pages (10-351)

PROJECT CHANGE TEMPLATE

This template can be used to describe an upcoming project

change. 1 Page (10-756)

Back to Table of Contents

15

Project Closeout
CLOSEOUT REPORT TEMPLATE
INTERNAL IT SYSTEM AUDITS & TESTS
JOB AID (LESSONS-LEARNED
APPROACH)
LESSONS LEARNED MEETING AGENDA

LESSONS LEARNED SURVEY

LESSONS-LEARNED RECORD
POST IMPLEMENTATION REPORT
PROJECT CLOSEOUT REPORT & REVIEW
PROJECT CLOSEOUT

PROJECT CLOSURE REPORT

PROJECT COMPLETION REPORT

The report assesses the success of the project, identifies best

practices for future projects, and formally closes the project. 6
Pages (10-847)
Periodic audits and tests will be performed to detect security
violations, performance problems or application flaws. 2
Pages (10-843)
This job aid provides guidelines for organizing and conducting
a project review, or lessons-learned session. 12 Pages
(10-525)
Use this template to document the results of the project in
order to provide a thorough review of the lessons and aid
future projects. 3 Pages (10-365)
The feedback received from the survey can help point to the
topics that should be addressed in a Lessons Learned
meeting. 3 Pages (10-366)
A template for recording information learned from project,
technology, and resource management projects. 3 Pages
(10-724)
The purpose of the Post-Implementation Report is to compile
and summarize the results of various analyses and lessons
learned into a single document. 3 Pages (10-364)
This document outlines goals and objectives. 9 Pages
(10-1023)
This template includes several helpful checklists for the
proper closeout of a project. 5 Pages (10-813)
The Project Closure Report is the final document produced for
the project and is used by management to assess the
success of the project, identify best practices for future
projects, resolve all open issues, and formally close the
project. 14 Pages (10-551)
This report template suggests ways to analyze the turnout of
a project. 8 Pages (10-1022)

PROJECT POST-MORTEM SUMMARY

This presentation provides an outline for documenting the

results of a project including its successes and failures, in
areas such as cost, research & development, procedures, etc.
20 Pages (10-725)

PROJECT SUMMARY

A Project Summary is used for a project that has high

complexity bus does not require a Project Charter and
Business Case. 2 Pages (10-1304)

PROJECT SUMMARY TEMPLATE

The following provides a guide for documenting the summary

of a project. 2 Pages (10-1030)

PROJECT SUMMARY TEMPLATE

This project management template provides an outline of

items and procedures for a project. 3 Pages (10-181)

PROJECT SUMMARY WORKSHEET

This worksheet is useful when presenting a project to an

executive or steering committee. 6 Pages (10-110)

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16

Training
eLEARNING PROCESS

eLEARNING WORKPLAN TEMPLATE

PROJECT MANAGEMENT CAREER TIPS
PROJECT MANAGEMENT FIELD GUIDE

PROJECT WORKPLAN TRAINING

This presentation includes instructions for the eLearning

process from initiation through development and
implementation, and also includes an eLearning flowchart for
visualization of this process. 2 Pages (10-950)
Broken out by phase, this template provides a starting point
for many portions of the eLearning development process. 2
Pages (10-951)
Following are some tips on getting started in Project
Management by locating useful resources. 2 Pages (10-730)
This copyrighted document provides processes and templates
to ensure successful project execution. The document was
provided with full permission from the author(s). 93 Pages
(10-306)
The project workplan is a detailed outline of the methodology
to be used in a project, including interim and final deliverables
and the necessary actions to achieve them. 26 Pages
(10-654)

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17

RFPs and Specific Project Plans

A808 FMS UPGRADE AGREEMENT

This document describes terms of agreement for the technical

and configurations of an A808 FMS upgrade project. 2 Pages
(10-790)

INFORMATION SECURITY
IMPLEMENTATION

The training shall consist of basic computer security, security

planning and management, computer security policy and
procedures, contingency planning and systems life cycle
management. 2 Pages (10-824)

ITS UPGRADE PLAN

PM VENDOR TEMPLATE
PROJECT MANAGEMENT OFFICE
PROPOSAL
RFP: PROJECT MANAGEMENT TOOLS
VENDOR REQUEST FORM

This includes an ITS upgrade plan and timeline for

applications, telecom, infrastructure, etc. 7 Pages (10-136)
This template for Decision Analysis & Resolution (DAR) can
be used to help select a vendor for project management. 4
Pages (10-735)
Objectives, measures of success, verification, purpose,
outcome, and schedule are defined in this proposal. 5 Pages
(10-660)
This Request For Proposal is for packaged software which
could support project management. This copyrighted
document has been used with permission. 30 Pages (58-330)
This form is suitable for requesting vendors for the upgrade of
software. 1 Page (10-244)

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18

Project Management Discussions

AGILE DEVELOPMENT

ENTERPRISE PROJECT MANAGEMENT

GOVERNMENT - PROJECT MANAGEMENT

GOVERNMENT - PROJECT MANAGEMENT

GOVERNMENT - PROJECT MANAGEMENT

Members discuss the pros and cons of using the Agile

development methodology during this May 2011 WebForum.
Topics include migration from Waterfall development, Scrum
team issues, training and project management tool
recommendations. 32 Pages (NV863)
Members share strategies for promoting and implementing
EPM within their organizations during this January 2012
session. EPM and PMO tools are also discussed. 24 Pages
(NV910)
NOREX Government members discuss Project Management
products being used, PMBOK, and various PM processes
during this March 2013 WebForum. 23 Pages (GSP078)
Members from state, provincial and local government
agencies discuss project management methodologies and
tools during this July 2012 session. 17 Pages (GSP074)
Members from state, provincial, city and county government
organizations discuss project management methodologies
and tools during this January 2011 WebForum. 22 Pages
(GSP059)

GOVERNMENT - PROJECT MANAGEMENT

Members from government agencies discuss Project

Management issues during this July 2010 session. Topics
include project governance, prioritization, software tools,
training, certification, metrics, etc. 22 Pages (GSP054)

INTERFACE ASSESSMENT TEMPLATE

An interface assessment determines what hardware systems,

software applications and support/user processes may be
impacted by a project implementation. 2 Pages (10-242)

PROJECT MANAGEMENT

Over sixty members discuss project management processes

and methodologies during this January 2013 WebForum. The
satisfaction and experiences with tools and product solutions
are shared along with participation in a variety of PM polls. 23
Pages (NV999)

PROJECT MANAGEMENT
PROJECT MANAGEMENT
PROJECT MANAGEMENT

PROJECT MANAGEMENT

PROJECT MANAGEMENT

PROJECT MANAGEMENT OFFICE

PROJECT MANAGEMENT OFFICE (PMO)

Members share Project Management strategies, techniques,

tools used and more in this October 2012 session. 22 Pages
(NV981)
Members discuss project management methodologies and
tools during this March 2012 session. 24 Pages (NV924)
Members discuss project management organizational issues
and software tools during this September 2011 session. 24
Pages (NV892)
Member organizations discuss a variety of project
management strategies, products and processes during this
February 2011 WebForum. 16 Pages (NV840)
Project prioritization, business case development,
frameworks, tools and best practices. Members discuss a
wide variety project management issues during this
September 2010 WebForum. Member polls, product links and
new member contributed documents are included. 23 Pages
(NV807)
A wide range of PMO issues are discussed by member
organizations during this July 2010 WebForum. Four member
polls are included. 20 Pages (NV796)
Members share PMO experiences and best practices during
this May 2011 WebForum. 18 Pages (NV862)

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19

Project Management Poll

NOREX QUICK POLL RESULTS - PROJECT
MANAGEMENT 2012

NOREX conducted a poll in May 2012 to identify pertinent

information regarding project management for 2012. 204
participants addressed the following areas: project
management methodology, PMO, processes, certification,
state of budgets, project evaluation, project control,
tools/system, and common cause of failed projects. 9 Pages
(NV942)

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20

Staffing
IT/IS PROJECT MANAGEMENT DIRECTOR

Job description. 1 Page (10-1107)

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Copyright 2014, by NOREX, Inc. 5505 Cottonwood Lane Prior Lake, MN 55372 ~ NOREX and its members shall not

be held liable for any statements or interpretations contained within the documents.

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