Académique Documents
Professionnel Documents
Culture Documents
Framework 03
Introduction 04
stage 1 Initiate 09
stage 2 Plan 12
stage 3 Execute 20
stage
4 Control 23
stage 5 Close 27
Conclusion 30
About 31
PROJECT MANAGEMENT
Framework
Click the buttons below to access all related
Leverage the framework below to quickly empower training, tools, templates, and other resources.
your organization’s project management strategy.
Project Portfolio Responsibility Project Status Report Project Change Lessons Learned
Template Assignment Matrix Template Request Log Template
Introduction
PROJECT MANAGEMENT 4
1 2 3 4 5
Initiate Plan Execute Control Close
Introduction
Initiate Plan
Development of Project Management
Competencies and Methodologies
Execute Control
Multi-Project Management
Close
Strategic Management
Organizational Leadership
PROJECT MANAGEMENT 5
1 2 3 4 5
Initiate Plan Execute Control Close
Introduction
Use our Project Management Maturity Assessment to Use our Project Management Office Charter to establish
evaluate your organization’s current project management the purpose for the PMO’s existence, its primary functions,
capabilities. its sponsors , its customers and its structure.
Areas of evaluation include: Sections covered in the PMO Charter Template include:
Scope Quality Communications Scope Metrics KSFs
Time Human Resources Risk Management Vision Reporting Governance
Cost Integrations Procurement Mission Services Approval
Goals
Based on the assessment, decide how you would like to proceed. If you
identify the need to create and/or formalize a Project Management Office, Now that you have created your PMO Charter, proceed to the next page.
use the next section to get started.
If you decide against creating a PMO, proceed directly to the section “Next
Steps” on the following page.
PROJECT MANAGEMENT 6
1 2 3 4 5
Initiate Plan Execute Control Close
Introduction
VIEW RESOURCE
The sections of our template include: purpose, scope, project
management policy, project management procedure, and
marketing department sign-off.
Our Project Management Policy will help you define and struc-
This template will allow you to:
ture the processes you use to manage your projects, and this
Monitor individual tasks tool can also be used to determine the different procedures you
Identify the optimal resource mix should follow and that you are not currently using.
Effectively manage and document new project ideas
Helpful Hint – You can also use the Project Portfolio Template
to analyze and collectively manage a group of current or proposed
projects based on numerous key characteristics.
PROJECT MANAGEMENT 7
1 2 3 4 5
Initiate Plan Execute Control Close
Introduction
AGILE MARKETING
Playbook & Toolkit
VIEW RESOURCE
PROJECT MANAGEMENT 8
1 2 3 4 5
Initiate Plan Execute Control Close
Introduction
Stage 2 - Plan
Project Goals & Objectives, Identify Key Success Factors,
Work Breakdown Structure, Project Team, Project Schedule,
Project Budget, Risk & Communications Plan, Project Approval
Stage 3 - Execute
Issue Log, Project Change Request Form, Status Report
Template, Deliverable Approval
Stage 4 - Control
Project Milestones, Earned Value Management, Project
Change Log, Quality Control Log, Risk Mitigation Checklist
Stage 5 - Close
Project Acceptance, Post-Project Evaluation, Lessons
Learned, Project Closure Checklist
PROJECT MANAGEMENT 9
PROJECT MANAGEMENT
STAGE 1
Initiate
During this stage, you’ll examine the nature and scope of the project. If this stage is not performed
well, it is unlikely that the project will be successful in meeting the businesses needs.
The initiation stage includes the following action items:
Initiate
STEP 1 STEP 2
Build a Business Case Conduct a Feasibility Study
Use the Business Case Template to obtain buy-in from Use the Feasibility Study Template to conduct an objec-
key stakeholders. tive and rational analysis of the strengths and weaknesses
of a proposed project.
This template was created for the purpose of providing a brief This template will help you to check your assumptions and to eval-
description of the problems and opportunities in a particular uate the following areas of feasibility:
business case. Your business case should identify relevant Technical
elements such as opportunities, key success factors, risk and
Economic
sensitivity analysis.
This tool will help you identify the following: Legal
PROJECT MANAGEMENT 11
2 3 4 5
Introduction
1 Plan Execute Control Close
Initiate
STEP 3 STEP 4
Identify and Analyze Stakeholders Create a Project Charter
Use the Stakeholder Analysis Matrix to identify key Use the Project Charter Template to organize resources
stakeholders, and evaluate their interest, power, support for the new project by establishing a clear project scope,
level and flexibility. decision rights, and executive sponsorship.
This tool will automatically generates a Decision Support This tool will help you to outline the following:
Quotient. The Stakeholder Analysis Map provides a graphical Project Overview Communication Plan
representation of each stakeholder’s position.
Project Description Decision Rights
Create a mitigation plan and identify key success factors for
Key Success Factors Approval
each of the stakeholders that do not support the project.
Stakeholders
Helpful Hint – For background info, read our Executive
Summary: Examine Buy In with Stakeholder Analysis
PROJECT MANAGEMENT 12
PROJECT MANAGEMENT
STAGE 2
Plan
This stage will help you to estimate the work needed and to manage risk during project execution
by planning time, cost and resources effectively.
The final deliverable of this stage will consist of a formal Project Plan:
Plan
STEP 1 STEP 2
Identify Goals & Objectives Document Key Success Factors
Depending on the nature of the project, use one of our Use the Key Success Factors Tool to identify and docu-
Strategy Scorecards to identify the project’s high-level ment key success factors, risks and contingency plans so
goals, objectives, KPIs and target timeframes over the you can ensure that your project goes smoothly without
course of its duration. any major issues.
A few examples of strategy scorecards in the Demand Metric A key success factor is a performance area of critical importance
library include: in achieving consistently high productivity. A few examples of
Social Media Lead Generation KSFs include:
Content Marketing Partnership Marketing Scope creep – scope changes are defined and managed
properly
CRM Product Development
Communication – project status reports are communicated
Brand Strategy Sales Operations
effectively
Product Marketing Public Relations
Support – senior management supports the project
PROJECT MANAGEMENT 14
1 3 4 5
Introduction Initiate
2 Execute Control Close
Plan
STEP 3 STEP 4
Define a Work Breakdown Structure Build your Project Team
Use the Work Breakdown Structure Template to help you Use the Responsibility Assignment Matrix to clarify roles
build a work breakdown structure (WBS) by organizing the and responsibilities in cross-functional/departmental proj-
project’s deliverables into manageable tasks. ects and processes.
The “WBS Outline” tab will help you to identify the work break- Customize the matrix provided using the work breakdown
down structure by WBS number, Phase, Deliverable and Task. structure so that each of the project’s tasks are clearly outlined.
The “WBS Diagram” tab will help you to create a visual repre- Next, customize the drop lists in the responsibility assignment
sentation of the WBS outline. according to your team structure and identify the following:
When you have identified the tasks, proceed to the next step. What needs to happen in order to complete the project
Who needs to contribute to the task
Helpful Hint – You can also use our Project Work Breakdown
Structure in Word to communicate with key stakeholders. What they need to contribute to the task.
PROJECT MANAGEMENT 15
1 3 4 5
Introduction Initiate
2 Execute Control Close
Plan
STEP 5 STEP 6
Create a Project Schedule Assemble a Project Budget
Use the Project Management Template to create a Use the Project Budget Template to set and track your
project schedule that lists individual tasks, assigns owner- project budget.
ship and outlines start/end dates.
This template can also be used to track project status. Start by Start by entering the Phases, Deliverables and Tasks associ-
indicating the following: ated with the project (from your Work Breakdown Structure).
Project Name Use the pivot tables provided in the “Report” tab to generate
high level reports such as:
Start Date/End Date
Project Team Estimated Cost Vs. Actual Cost by Title
Helpful Hint – Not ready to use software to manage your Sum of Hours by Owner
projects? Use the Gantt Chart Template instead.
PROJECT MANAGEMENT 16
1 3 4 5
Introduction Initiate
2 Execute Control Close
Plan
STEP 7 STEP 8
Build a Risk Management Plan Create a Change Management Plan
Use the Risk Management Plan Template to help you Use the Change Management Plan Template to deter-
define how risks associated with the project will be iden- mine readiness for the proposed changes and to build a
tified, analyzed and managed throughout the project’s project plan for delivery.
lifecycle.
The risk management plan contains an analysis of likely risks with Projects don’t always unfold according to plan. In order to
both catastrophic and insignificant consequences, as well as miti- increase the likelihood of success, any change to project deliv-
gation strategies. Four common mitigation strategies include: erables should be maintained and continuously managed.
Avoid Transfer Other useful change management templates include:
PROJECT MANAGEMENT 17
1 3 4 5
Introduction Initiate
2 Execute Control Close
Plan
STEP 9 STEP 10
Finalize a Communications Plan Outline the Procurement Plan
Use the Project Communications Matrix to define the Use the Procurement Management Plan Template to
communication requirements for the project and identify serve as a guide for managing procurement throughout the
how information will be distributed. project’s lifecycle.
This template can be used to identify the following information: This plan identifies and defines the following:
Communication Type Deliverable Items to be procured Evaluation Criteria
Audience Budget Information gathering Vendor Management
Timing Contributor Contracts Metrics
Distribution Owner Competitive Bids Sponsor Acceptance
Approval Process
Helpful Hint – Use our Meeting Agenda and Meeting
Minutes templates to help you plan & document discussions.
PROJECT MANAGEMENT 18
1 3 4 5
Introduction Initiate
2 Execute Control Close
Plan
STEP 11 STEP 12
Create a Quality Management Plan Obtain Project Approval
Use the Quality Management Plan Template to help ensure Use the Project Approval Form to formalize project
that this project will meet its quality objectives by utilizing approval by obtaining sign off from the Project Sponsor,
an integrated quality approach to define quality standards, the Project Manager, the department head and other key
measure quality and continuously improve quality. stakeholders.
Sections covered in this document include the following: This template includes the following sections:
Purpose Quality Control Overview Project Timelines
Approach Problem Tracking Strategic Goals & Objectives Anticipated Resources
Quality Assurance Impact of Non-Completion Results Measurement
Stakeholders Project Approval
PROJECT MANAGEMENT 19
1 3 4 5
Introduction Initiate
2 Execute Control Close
Plan
STEP 13
Finalize the Project Plan
Action Item
VIEW RESOURCE
Many of the previous steps will feed directly into the project
plan. Other important sections of the project plan include:
Identifying Project Milestones
Formalizing the Project Scope
Outlining the Deliverable Acceptance Process
PROJECT MANAGEMENT 20
PROJECT MANAGEMENT
STAGE 3
Execute
In general, the execution stage involves coordinating people and resources, as well as integrating
and performing the activities of the project in accordance with the project plan.
This can vary greatly from one project to the next. As a result, the steps in this stage will require
further customization depending on the type of project that you are executing.
In order to increase project execution efficiency, you will find a series of time-saving templates
that will help you manage the execution activities more effectively.
Execute
STEP 1 STEP 2
Log the Project’s Issues Formalize Project Change Requests
Use the Issue Log Template to keep track of the project’s Use the Project Change Request Form to document
open and closed issues. project change requests to ensure scope changes are
approved and timelines/budgets are adjusted accordingly.
Effective issue management can dramatically simplify the After you have conducted an assessment of the change
process of evaluating issues, assessing their impact and request’s possible effects on all aspects of the project, decide if
deciding on a course of action. you should implement the change.
The Issue Log Template can be used to organize issues by If you decide to move forward, be sure to conduct the following
priority, severity and type to help provide justification for the activities:
order of resolution.
Update the project plan (budget, timelines, schedule, etc.)
The main purpose of issue management is to create a compre- Communicate with the project team (status report, commu-
hensive plan to deal with all issues quickly and effectively.
nications matrix)
PROJECT MANAGEMENT 22
1 2 4 5
Introduction Initiate Plan
3 Control Close
Execute
STEP 3 STEP 4
Create a High-Level Status Report Standardize Deliverable Approval
Use the Project Status Report Template to help you Use the Deliverable Approval Template to ensure that
create a reporting tool that you can use to communicate the requirements and expectations of the project deliver-
project status with stakeholders and management. ables are met, approved and accepted.
The project status report should highlight specific items that key Review the deliverable acceptance process and criteria outlined
stakeholders need to know about without getting into too much in the Project Plan. If a deliverable is deemed “not acceptable” be
detail. The three broad areas this template covers are: sure to conduct the following actions:
Project Summary State the reasons why
Project Vital Signs Describe a corrective course of action
Project Cost & Schedule
Helpful Hint – In signing this document, the signatory agrees
Helpful Hint – Use the “Status Report” tab in the Project that the company should continue to invest in the project.
Management Template to create a high-level progress report.
PROJECT MANAGEMENT 23
PROJECT MANAGEMENT
STAGE 4
Control
Project control is the element of a project that keeps it on-track, on-time and within budget. It gener-
ally consists of a series of processes that are performed to observe project execution so that potential
problems can be identified in a timely manner and corrective action can be taken if necessary.
The primary objective of this stage is to maintain schedule, budget, and scope.
Control
STEP 1 STEP 2
Control the Project Schedule Control the Project Budget
Use the Project Milestones Template to monitor project Use the Earned Value Analysis Template to help you
deliverables and ensure that the project schedule stays measure project performance and progress by scope,
on track. schedule and cost.
Milestones are commonly used to monitor progress, but the limita- A few important earned value management acronyms include:
tions of using milestones to track progress can include: Cost Performance Index - greater than 1 is good (under
Only showing progress on the critical path budget).
Ignoring non-critical activities Cost Variance - greater than 0 is good (under budget).
Schedule Performance Index - greater than 1 is good (shows
Helpful Hint – Set milestones before the end of a phase so
that the project is on track can meet the required goals).
that corrective actions can be taken to address issues.
PROJECT MANAGEMENT 25
1 2 3 5
Introduction Initiate Plan Execute
4 Close
Control
STEP 3 STEP 4
Control the Project Scope Control Quality
Use the Project Change Request Log to help you keep Use the Quality Log Template to help you itemize, docu-
track of project changes so that you can mitigate risks and ment, and track items reported through quality manage-
ensure the success of your project. ment activities.
When you receive a new Project Change Request Form, add the The Quality Log Template includes the following two tabs:
following information into the Project Change Request Log: Quality Assurance: Focused on monitoring of processes.
WBS ID Description Attempts to improve and stabilize processes to avoid issues
Status Impact that lead to defects.
PROJECT MANAGEMENT 26
1 2 3 5
Introduction Initiate Plan Execute
4 Close
Control
STEP 5
Control Risks
Action Item
VIEW RESOURCE
PROJECT MANAGEMENT 27
PROJECT MANAGEMENT
STAGE 5
Close
Closing includes the formal acceptance of the project and the ending thereof. Administrative
activities include archiving the files and documenting lessons learned.
This stage consists of the following steps:
STEP 1 STEP 2
Project Acceptance Document Post-Project Evaluation Template
Use the Project Acceptance Document to establish Use the Post-Project Evaluation Template to facilitate the
formal acceptance that all of the project’s deliverables evaluation of completed or failed projects with the inten-
have been accepted as complete and to state whether or tion of building on strengths and learning from mistakes.
not the project has achieved its goal.
Conduct a project audit to verify that all deliverables meet the This template covers the following sections:
requirements by entering the deliverable name, the person the Overall Project Assessment Lessons Learned
deliverable was approved by and the date of approval.
Scope Management Opportunities for Improvement
The Project Manager should only be authorized to continue
Quality of Deliverables Future Considerations
with the formal close out of this project after the project has
been accepted. Key Accomplishments Best Practices
PROJECT MANAGEMENT 29
1 2 3 4
Introduction Initiate Plan Execute Control
5
Close
STEP 3 STEP 4
Lessons Learned Knowledge Base Project Closure Checklist
Use the Lessons Learned Template to keep track of Use the Project Closure Checklist to ensure that project
lessons learned from individual projects and bring tasks have been completed and the project can be closed.
together any insights gained that can be usefully applied
on future projects.
Information captured for individual projects includes: Columns in this checklist include:
Category Recommendation Description of task
Issue Name Impact Status: Completed, On Track, At Risk, On Hold, Overdue
Problem/Success Date completed
Notes
This information will be rolled up into a knowledge base that
consists of lessons learned from all projects so that best prac-
tices can be shared across the organization.
PROJECT MANAGEMENT 30
PROJECT MANAGEMENT
Conclusion
At the end of any business process, it’s always a good idea to review it
and identify areas for improvement.
Demand Metric has the tools and expertise to help you with the
following:
Setting up a project management office
Creating or auditing your project management playbook
Assisting with using any of the tools referenced in this playbook
Providing hands-on assistance to accelerate achieving your goals.
PROJECT MANAGEMENT
About ANA
The ANA (Association of National Advertisers) makes a difference
for individuals, brands, and the industry by driving growth, advancing
the interests of marketers and promoting and protecting the well-
being of the marketing community.
Demand Metric helps Marketing teams get stuff done with practical tools,
training, and a simple, modern platform for managing work.
Manage your work visually with our easy-to-use platform, built for small
marketing teams by design. See what your team is working on at a glance
so you can spend less time managing projects and more time knocking
stuff off your list.
Through strategic partnerships with the AMA, ANA, and AIPMM, our 1,000+
time-saving tools & resources have become the industry standard. Don’t
start from scratch! LEARN MORE
Sign up for a free trial at www.demandmetric.com
© Demand Metric Research Corporation.
All Rights Reserved.
www.demandmetric.com
Follow us on Twitter
Like us on Facebook