Templates Tools of the PMO Merilee Van Duzer

Templates Tools of the PMO Merilee Van Duzer, PMP Forward Solutions, Inc mvanduzer@forward-solutions. net (916) 296 -6266

What is the problem? Source: http: //www. watermarklearning. com/Critical_PM_Factors_Cont. htm

Why use templates?

Pitfalls

Template Dos and Don’ts

Standard template sections for document administration • About this document – objective, purpose • Related documents – other project docs that help reader understand project • Summary of changes – version, date, author and description of change • Reviews and Approvals – who, role, date • Distribution list – stakeholders to receive completed document

Properties

Insert a field in a document

Places to go to find templates • • • • http: //www. vita. virginia. gov/projects/cpm/templates. cfm http: //www. oft. state. ny. us/pmmp/guidebook 2/index. htm#Download%20 the%20 Guidebook http: //www. colorado. gov/oit/documents/projectmanagement/PMUG_PM_Comm on. Methodologyv 1. 0_March 2006. pdf http: //www. state. mn. us/portal/mn/jsp/content. do? subchannel=536890651&programid=536910282&id=-536890276&agency=OETweb&sp 2=y http: //www. state. nd. us/epm/training/guidebook/index. html http: //cio. vermont. gov/epmo/templates http: //www. bestpractices. cahwnet. gov/Documents. aspx http: //www. herdingchickens. com/html/book. forms. html http: //www. projectconnections. com/ http: //www. tenstep. com/ http: //www. gmis. org/library_frame. html https: //secure. pmi. org/memberapp/code/premium_content/kwc/KWCTopic_for ms. asp http: //www. method 123. com/index. php