Chapter 12: Project Management Training Instruments

What ‚ s in This Chapter?

• 10 training instruments for standard project management activities that are used in the workshops in this workbook

The following is a list of materials included in this chapter:

• Training Instrument 12-1: Weighted Selection Criteria

• Training Instrument 12-2: Unweighted Selection Criteria

• Training Instrument 12-3: Forced-Pair Comparisons

• Training Instrument 12-4: Project Charter Worksheet

• Training Instrument 12-5: Priority Matrix

• Training Instrument 12-6: Inventory of Potential Stakeholders

• Training Instrument 12-7: Risk Identification Worksheet

• Training Instrument 12-8: Risk Priority Worksheet

• Training Instrument 12-9: Communication Plan

• Training Instrument 12-10: Post-Project Review.

Training Instrument 12.1: Weighted Selection Criteria

 

Training Instrument 12.2: Unweighted Selection Criteria

 

Training Instrument 12.3: Forced-Pair Comparisons

 

Training Instrument 12.4: Protect Charter Worksheet

Project Mission

Write project mission statement here.

Project Scope

Write a brief statement of project scope.

Project Objectives

List at least three SMART objectives.

Project Assumptions

List at least three project assumptions.

Project Constraints

List any constraints here.

Project Phases

Indicate the phases of the proposed project.

Milestones

List major milestones for project identified so far. (Include at least five throughout the life of the project.)

Project Risks

Attach Risk Identification Worksheets and Risk Priority Worksheet.

Communication Plan

Attach copy of Communication Plan.

Stakeholders

Attach Inventory of Potential Stakeholders sheet.

Signature Page Granting Authority to Proceed

Obtain signatures of project sponsor and project manager.

Project Sponsor Signature: __________________

Project Manager Signature: __________________

 

Training Instrument 12.5: Priority Matrix

Priority Matrix
Constraint	1	2	3	Measurement
Time	‚	‚	‚	‚
Cost	‚	‚	‚	‚
Quality/Scope	‚	‚	‚	‚

 

Training Instrument 12.6: Inventory of Potential Stakeholders

Stakeholders Inside the Team

Stakeholders Within the Walls of the Organization

Stakeholders Outside the Walls

 

Training Instrument 12.7: Risk Identification Worksheet

Scenario:
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Probability	Impact	Control	Index
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Financial Impact:
Action to be Taken	Ignore ½	Eliminate ½	Manage ½
Mitigations:
Contingencies:
Manager of This Risk:
Actions Taken
Action:			Date:
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Training Instrument 12.8: Risk Priority Worksheet

Risk ID	Risk Scenario	Probability	Impact	Control	Index
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Training Instrument 12.9: Communication Plan

Communication	Format	Frequency	Distribution
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Training Instrument 12.10: Post-Project Review

Project Name : _________________________________________________

Overall Evaluation of the Project

What was the overall mission of the project? Provide a short description based on your understanding of the project.

All in all, would you say the project was successful? Why or why not?

How close was the project to meeting its scheduled completion date?

How close was the project to being completed within budget?

Did the project meet its final stated objectives? Why or why not?

Project Management Issues

Did the project have a sponsor? If so, what was his or her role during the project?

What tools and techniques were used in planning and tracking the project?

Did the scope of the project change after it was under way? If so, what was the overall impact of the change of scope? How were changes approved?

How was project status communicated during the course of the project?

How were risks managed for the project? Were they identified ahead of time? Did any unforeseen occurrences hinder the progress of the project?

At the end of the project, was there a formal review of lessons learned or a review similar to the one used here?

Collaboration and Team Issues

How effective was the overall leadership of the project? Did the project manager have the resources and support required to be as effective as she or he could be?

In general, how well did the team members collaborate? Why was this so?

Did team members work together in a single physical area or were they physically separated?

What were the primary modes of team communication? Which worked best? Which worked least well?

Were all team members available at the times they were needed for project work or status meetings? What impact did this have on the project?

Were all stakeholders and subject matter experts available to answer questions when needed? What impact did this have on the project?

Technology and Knowledge Management Issues

How did technology help or hinder the progress of the project?

Were any new technology tools introduced for this project?

Did the project use any kind of project management software, such as Microsoft Project? In what ways was it used (for example, scheduling, reporting, or cost reporting)?

What other tools, such as word-processors, spreadsheets, presentation software, or diagramming tools, were used in the project?

Was the project team able to obtain adequate advice and technical support for the technology tools used in the project? How could this improve?

Are there any areas about which you would like to learn more that would make you more effective on your next project? What resources are available for obtaining that knowledge or skill?

Participant Name: ______________________________________

Participant Signature: ___________________________________

Evaluation Date: _______________________________________