Module 1 Pre-Initiation
Unit 1
Unit 2
Module 2 Project management
Unit 1
Unit 2
Unit 3
Unit 4
Unit 5
Module 3 Change management
Unit 1
Module 4 Staffing
Unit 1
Unit 2
Module 5 Business process analysis
Unit 1
Unit 2
Module 6 Requirements
Unit 1
Unit 2
Module 7 Data cleansing and migration
Unit 1
Module 8 Testing
Unit 1
Module 9 Training
Unit 1
Module 10 All toolkit downloads
Unit 1

By tracking project activities, decisions and progress along the way, project managers can ensure that the project deliverables are of the desired quality.


Project management tool downloads

Any description text of the tools goes here. (Delete if not needed.)

Define key roles and responsibilities for project governance

Defining roles among the project team helps identify who is ultimately responsible for managing specific project tasks and establishes a common set of expectations around project accountabilities.

Project Governance: Roles and Responsibilities Worksheet

Clarify responsibilities to accomplish project activities

A RASCI chart organizes a project team across specific project responsibilities and deliverables. The template should be used to clarify and assign responsibilities to accomplish project activities and achieve deliverables.

RASCI Template

Map out and secure staffing commitments

Resource forecasting can be used to list anticipated project resource (staffing) needs and to track confirmation of these allocations for the required duration during a project. This template is used to map out and secure project resource (staffing) commitments.

Resource Forecast Template

Hold a kickoff meeting to start project planning or a new activity

The purpose of the kickoff is to launch the new project and introduce the team roles and responsibilities to achieve the project objectives and goals.

Project Kickoff Meeting Agenda Template

Track project risks, actions, issues and decisions

The RAID Log is a single spreadsheet with separate tabs to address the four groups of information related to risks, action items, issues and decisions (RAID). This is a common tool for managing the day-to-day activities of a project.

Risks, Actions, Issues, Decisions (RAID) Log Template

Develop a meeting agenda

A meeting agenda is a list of meeting objectives, participants and items that the participants wish to accomplish during the meeting. This template will assist in organizing topics for a productive discussion.

Meeting Agenda Template

Record project meeting notes

Meeting notes help with communication across the project. This template identifies helpful hints and guidance for keeping record of important discussions and action items.

Meeting Notes Template

Monitor and report on project status

The project status report is a critical part of effective project communications to update the project team, sponsors and key stakeholders. This report is used to monitor and control project progress, or serve as a snapshot of where the project stands.

Project Status Report Template

Assess and prioritize information system change requests

A radar report is a tool that enables information system change requests to be systematically cataloged, scored based on a defined set of criteria, and ranked for implementation as resources become available. This report can be used throughout a migration project to identify, log and prioritize requests to be addressed post-launch.

Radar Report Template

Review project deliverables as part of close-out

An essential step of closing out a project is the review and final approval of deliverables completed by various project stakeholders. It may be useful to begin the development of this table once deliverables are identified in the charter and complete the table during the “close” phase.

Project Deliverables Matrix

Capture project feedback and lessons learned

A project post-mortem, or project closeout, is conducted at the end of the project in order for the project team to review their work and collect lessons learned.

Project Post-Mortem Template

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