Project Name Here:
Page 1 of 32
Project Workbook Information
Suggested Sheets for All Projects
Data Filling out the Data sheet completes the header portion of all remaining sheets in the project workbook.
Minicharter
Budget
CBA
Risks
Defects Log
Issues The Issues Log sheet allows you to identify and monitor project issues (unplanned events that have happened).
Action
Miles
WBS
Roster The Roster sheet provides contact information for all those involved on the project.
R&R
RAM
A&C The Assumptions and Constraints sheet allows you to track project assumptions and constraints.
Decision The Decision Log sheet allows you to track all major decisions made during the course of the project.
Comm
Stake The Stakeholder Analysis sheet allows you to identify stakeholders, their role, and their requirements.
Expectations The Expectations sheet allows you to identify and track the expectations of various stakeholders.
The Project Change Control Log sheet allows you to track all change requests that are in process or finalized.
Deliver The Deliverable Acceptance Log sheet allows you to track the status of deliverable acceptances.
Man Power Effort
Qual Metrics
IT/ QA Testing In accordance with the Quality Plan, the types of QA testing required for the project
The project workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. It acts as a repository of key project information. Any of these worksheets can easily be broken out into separate documents or be modified to fit your particular needs. Use this information to support your status reports.
The Project Minicharter sheet can be used as a charter for small projects or a summarization of a full charter for larger projects.
The Budget sheet allows you to track original budget, expenditures to date, and any cost variance. This section can be substituted with other Excel budget planning and tracking financial sheets
The Cost/Benefit Analysis sheet allows you to review the proposed project and potential alternatives and make a project selection based on a greater ROI (return on investment).
The Risk Register allows you to identify, qualify, quantify, and prioritize risks (events that might happen; the uncertainty of a project), create mitigation and contingency plans, and assign risks owners.
The Daily Defects Log is based on Daily Defects e-mails, and posting to Share Point, by the Jordan QA Team. These defects are to be reviewed by the Technical Project Lead, with copies to the Sponsor, DB Services, Systems Engineering
The Action Items sheet allows you to track and monitor action items assigned to team members. Action items are tasks that must be done but are too insignificant from a time perspective to track in your project schedule.
The Deliverable Milestones sheet allows you to identify major deliverable milestones and the due dates, objectives, assumptions, and constraints relevant to that deliverable milestone.
The Work Breakdown Structure sheet includes the activities that must be completed during a project, the effort required, all relevant dates, and the resources assigned to do the work.
The Roles and Responsibilities sheet shows the primary role of team members, any deliverables in which they are involved, and the percentage of time they are expected to work on the project.
The Resource Assignment Matrix sheet shows you what type of resource is responsible for, or somehow involved with, each deliverable. The tasks listed are samples; you should update the RAM with tasks appropriate for your project.
The Communication Plan sheet allows you to detail your communication plan: how you are going to communicate, whom you will be communicating with, how often, in what format, etc.
Project Change Control Log
The Man Power Effort sheet allows you to estimate/plan man power hours of your entire team by group, by specific Phase and by month. It can be used to track both plan man hours and actuals.
The Project Quality Metrics sheet allows you to identify critical success criteria, related quality metrics, and their priority.
Page 2 of 32
Project Project title hereProject # Project # hereProject Manager Project manager name hereSponsor Sponsor name hereProject artifacts Location of project documents hereLast updated Date of update hereProject Acctg Code 123456789
Page 3 of 32
Project MinicharterProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Background
Objectives
Scope In Scope Out of Scope
Deliverables Deliverable Due Date
Flexibility matrix Scope
Business need and business benefits
High Level Project Approach (provided by Technical Lead(s), and use Deliverable Acceptance Document (DAD) Process for sign-off
Page 4 of 32
Project MinicharterFlexibility matrixSchedule
Cost
Key considerationsAssumptions & Constraints
Risks
Category Risk Description
Success criteria 1 -
2 -
3 -
4 -
5 -
Signatures
SponsorSignature
Printed name
Date
Signature
Printed name
Date
Project Manager
Page 5 of 32
BudgetProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Budget Status
Approved Budget Planned Expenditures to Date Actual Expenditures to Date Variance$0.00 $0.00 $0.00 $0.00
Planned Remaining Budget Actual Remaining Budget Variance
$0.00 $0.00 $0.00
Additional $ needed
Budget DetailsInternal Expenses
Salaries Hourly Rate # Hours Total Cost
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Other Internal Expenses Total Cost
Type of expense $0.00
Type of expense $0.00
Type of expense $0.00
Total Internal Expenses $0.00External Expenses
Consulting Costs Total Cost
Type of consulting $0.00
Type of consulting $0.00
Type of consulting $0.00
Capital Expenditures Total Cost
Type of expense $0.00
Type of expense $0.00
Type of expense $0.00
Total External Expenses $0.00Total Budget $0.00
Page 6 of 32
Cost/Benefit AnalysisProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Project Development and Maintenance CostsDescription FY01 FY02 FY03 FY04 FY05 Total
Cost of Project Development
Salaries
Other internal expenses
Consulting costs
Capital expenditures
Total project costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00Cost of Support
Operational costs
Nonrecurring costs
Recurring costs
Total ongoing support costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Benefits/SavingsCurrent Process FY01 FY02 FY03 FY04 FY05 Total
Total annual price
New Process
Total annual price
Annual savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative total net savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Future ValuePresent Value Interest Rate # Periods Future Value
$0.00
Present ValueFuture Value Interest Rate # Periods Present Value
$0.00 $0.00
Net Present ValuePeriod Cash Flow Present Value
1
2
3
4
5
Totals $0.00 $0.00
Project development cost $0.00
Net present value $0.00
Risk Register
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID WBS Risk Description Probability Impact Imp
ort
an
ce
Risk Category Trigger Event/Indicator Contingency Plan Owner Status
What is this risk?
1 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
14 0
15 0
16 0
17 0
18 0
19 0
20 0
Risk Category Risk Response
Technical/Quality Avoid
Project Mgt Transfer
Resource Mitigate
Schedule Accept
External
Detectability Risk
Response
Priority (Risk Rank)
Date Entered
Date to Review
Map related risk back to WBS
Probability: 4: Highly likely (76%-100%) 3:Likely (51%-75%) 2: Somewhat likely (26%-50%) 1: Unlikely (0%-25%)
Impact 4: Critical 3: Severe 2: Moderate
Detectability: 4: Determined after impact has been realized 3: Realized upon trigger event 2: Immediately prior to trigger event; can be mitigated prior to trigger if monitored 1: Determined well in advance of occurance or trigger event
Categories: Technical/ Quality Project Mgt Resource Schedule External
What act or event initiates either the risk occurrence or precipitates the response strategy?
Options are: Avoid Transfer Mitigate Accept
If the risk becomes a reality, what will you do in response, as a backup, or alternative/ workaround?
Who monitors this
risk?
Daily Defects LogProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
No. Date Identified Defect ID Summary Defect Type Project Status/Comments
1
2
3
4
5
6
7
8
9
10
Detected in Release
Date Resolved
Page 9 of 32
Issues LogProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Issue Description Project Impact Action Plan/Resolution Owner Imp
ort
ance
Dat
e E
nte
red
Dat
e to
Rev
iew
Dat
e R
eso
lved
1 What is the issue?
2
3
4
5
6
7
8
9
10
11
12
13
14
15
How will this impact scope, schedule & cost?
How do you intend to deal with this issue?
Who manages this issue?
Page 10 of 32
Action ItemsProject Project title here Project # Project # hereProject Manager Project manager name here Sponsor Sponsor name hereProject artifacts Location of project documents here Updated Date of update hereProject Acctg Code 123456789
ID Action Item Owner Status Da
te E
nte
red
Comments
1 What is the item to be completed?
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Pla
nn
ed
Co
mp
leti
on
Act
ual
C
om
ple
tio
n
Who manages this issue?
Page 11 of 32
Deliverable MilestonesProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Milestone Description Objectives Assumptions Constraints
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Planned Completion
Actual Completion
Page 12 of 32
Work Breakdown StructureProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Task Dep
end
enci
es
Status Cost Start Date Resource
1 ID # of task
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Effort Hours or Man Weeks
Planned Completion
Estimate to Completion
Page 13 of 32
Work Breakdown Structure
Note: Suggest using Microsoft Project, Visio and other WBS software to replace this form
Project/Governace Organizational ChartProject Project title here Project # Project # hereProject Manager Project manager name here Sponsor Sponsor name hereProject artifacts Location of project documents here Updated
Project Acctg Code 123456789
Page 15 of 32
RosterProject Project title here Project # Project # hereProject Manager Project manager name here Sponsor Sponsor name hereProject artifacts Location of project documents here Updated Date of update hereProject Acctg Code 123456789
Name Title Dept. Phone Cell Phone E-Mail Project Role
000.000.0000 000.000.0000
Core/ Extended
Team
Page 16 of 32
Name Title Dept. Phone Cell Phone E-Mail Project Role
Core/ Extended
Team
Page 17 of 32
Roles and ResponsibilitiesProject Project title here Project # Project # hereProject Manager Project manager name here Sponsor Sponsor name hereProject artifacts Location of project documents here Updated Date of update hereProject Acctg Code 123456789
No. Name % A
ssig
ned
Function/Title Project Role Responsibility
Core/ Extended
Team
Page 18 of 32
RASCI Chart(Responsibility, Approver, Supportive, Consulive, Informed)
Project Project #
Project Manager Sponsor
Project artifacts Updated
Project Acctg Code
Functional Roles
Activity Project Sponsor Business SME
Project Proposal Document A S C R C I IProject Kick Off Meeting I I S C I I RBusiness Requirements Document I A C R C S IFunctional Spec Document I A R S C S IVendor Recommendation I A R C C I IProject Charter I C A C I C RFinancial Review & Approval A S R S I I SBaseline Project Schedule I A S I S S R
RASCI Definitions: Stakeholder Definitions:R - Responsibility. Owns the work, process, issues or resource to complete the activity Project Sponsor - Person funding the project
A - Approver. Approves costs, scope and in some cases the timeline. It is assumed that Business Project Owner - Person who owns the implementation of the project
the Approver has financial authority or prior financial approval. or product for the business
S - Supportive. Provides resources or can play a supporting role in implementation. IT Project Owner - Person who owns the IT implementation of the project
C - Consulted. Has information and/or capability needed to complete the work. and the technical support of the final solution
I - Informed. Must be notified on results, but does not need consultation. IT Business Partner - Person who liases between the business and IT.
Business SME - Person who provides expertise in requirements gathering and
overall expertise in the product or solution
Business Project Manager - Person who coordinates the project deliverables from
the business side.
IT Project Manager - Person who coordinates the IT components of the project
Business Project Owner
IT Project Owner
IT Business Partner
Business Project
ManagerIT Project Manager
Page 19 of 32
Resource Assignment MatrixProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Project Task Bu
sin
ess
En
d U
se
rs
Bu
sin
ess
Sp
on
so
r
IS S
po
ns
or
Bu
sin
ess
Dri
ver
Bu
sin
ess
Pro
jec
t L
ea
d
Pro
ject
Ma
na
ge
r
Bu
sin
ess
Sy
s. A
na
lys
t
Da
ta M
od
ele
r
DB
A
Da
ta S
tag
ing
De
sig
ne
r
Ed
uc
ato
r
Ap
pl'n
De
velo
pe
r
Te
ch
/Sec
uri
ty A
rch
ite
ct
Te
ch
Su
pp
ort
Sp
ec
iali
st
Da
ta S
tag
ing
Pro
gra
mm
er
Da
ta S
tew
ard
QA
An
aly
st
Project Management and Requirements
* Base your Phase and task/deliverbales in this RAM on your project schedule
Initiation
1 Develop preliminary project scope
2 Identify business need
3 Develop preliminary budget
4 Identify preliminary return on investment
5 Complete project charter
Planning
1 Establish project identity
2 Identify project team/resources
3 Conduct stakeholder analysis
4 Prepare draft project schedule
5 Conduct project kickoff meeting
6 Gather detailed user requirements
7 Define current business processes (as is)
8 Revise project schedule
9 Develop project communication plan
10 Develop project organizational structure
11 Identify training plan
12 Develop project quality plan
13 Develop scope management plan
14 Develop risk management plan
15 Develop change management plan
16 Develop cost management plan
17 Develop schedule management plan
18 Develop technical specifications
19 Develop technical architecture
20 Conduct project procurement
21 Finalize project budget
22 Finalize return on investment
23 Ongoing project management
Design
1 Specification Review
2 Detailed Project/Product Requirements Analysis
3 Design / Develop System
4 POC Design Test and Verification
5 Design Review, Final Phase Exit Review
Implementation
1 Develop training materials
2 Execute communication plan
3 Develop software
4 Develop new business processes (to be)
5 Deploy new software
6 Conduct training
Page 20 of 32
Closure
1 Get deliverable acceptance
2 Close out contracts
3 Finalize budget
4 Finalize return on investment
5 Conduct closure survey
6 Conduct/document lessons learned
7 Archive project
Legend
Creates the deliverable C1: primary creator; C2: contributor
Input required I
Reviews the deliverable R
Approves the deliverable A
Notified when the deliverable is complete N
Owns the deliverable upon completion O
Page 21 of 32
Assumptions and ConstraintsProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Description Comments Type Status Date Entered
1
2
3
4
5
6
7
8
9
10
Page 22 of 32
Decision LogProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Decision Description Comments Owner Status Date Entered
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Page 23 of 32
Communication PlanProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Communication Description Frequency Format Owner
1 What type of communication is this? Who sends? Who gets?
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Recipient/ Attendees
What is the description of the contents/purpose of this communication?
Page 24 of 32
Stakeholder AnalysisProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project Artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Stakeholder Role Impact Influence Needs Responsibility
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Risk Tolerance
Page 25 of 32
ExpectationsProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Expectation Description Source Must Have Want to Have Nice to Have Date Identified
Page 26 of 32
Project Change Control LogProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project Artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Change Request Description Pri
ori
ty
Requested By Evaluator Status Comments
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Ch
ang
e C
on
tro
l #
Request Date
Deadline to Resolve
Impact of Sched (days)
Impact on Cost ($)
Date of Decision
Page 27 of 32
Deliverable Acceptance LogProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Deliverable Description Comments Evaluator Status
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Date of Decision
Page 28 of 32
Man Power EstimateProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Name
Effort Hours Spent
Resource Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
A plan 0
act 0
B plan 0
act 0
C plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
Page 29 of 32
Man Power EstimateProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Name
Effort Hours Spent
Resource Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
TOTAL plan 0 0 0 0 0 0 0 0 0 0 0 0 0
act 0 0 0 0 0 0 0 0 0 0 0 0 0
Page 30 of 32
Project Quality MetricsProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project Artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
ID Critical Success Criteria Potential Quality Metric Priority Metric Target Action Plan
Page 31 of 32
IT/QA Testing Requirements MatrixProject Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
The release contains the following features:
1
2
3
4
5
IMPORTANT: Test Requirements Are to Be Advised By Project Engineering Lead
Testing Type Req
uir
ed (
Y o
r N
)
Bu
sin
ess
Sp
on
sor
IT S
po
nso
r
Bu
sin
ess
Dri
ver
Bu
sin
ess
Pro
ject
Lea
d
Pro
ject
Man
ager
Sto
rag
e E
ng
inee
r
Sys
tem
s E
ng
inee
r
DB
A
Infr
astr
uct
ure
Arc
hit
ectu
re
Ap
pl'n
Dev
elo
per
Lea
d E
ng
inee
r
QA
Dep
artm
ent
Hea
d
QA
Man
ager
QA
Pro
ject
Lea
d
QA
Su
per
viso
r
Quality Testing Requirements
QA Round 1
1 Security
2 Operational Issues
3 Baseline Development
4 Initial fail over testing
5
QA Round 2
1 Load Testing
2 Performance Testing
3 3rd Party Connectivity
4 Orchestration (internal system interfaces)
5 Validate fail over
6 Run Book review (internal system interfaces)
7 Product Support Issues (check that logs do not fill up)
8
QA Round 3
1
2 Security (external interfaces)
3
4
5
QA Round 4
1
2
3
4
5
LegendCreates the deliverable C1: primary creator; C2: contributor
Input required I
Reviews the deliverable R
Approves the deliverable A
Endurance (run at 75-80% capacity for 72 hours minimum)
Page 32 of 32
Notified when the deliverable is complete N
Owns the deliverable upon completion O