Project Workbook Information

The project workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. Any of these
worksheets can easily be broken out into separate documents.
Suggested Sheets for All Projects
Data

Filling out the Data sheet completes the header portion of all remaining sheets in the project workbook.

Minicharter

The Project Minicharter sheet can be used as a charter for small projects or a summarization of a full charter for larger projects.
The Stoplight Report sheet contains a status report that can be used to keep sponsors, team members, and stakeholders informed of project
progress.

Stoplight
Budget
CBA
Risks
Issues
Action
Miles
WBS

The Budget sheet allows you to track original budget, expenditures to date, and any cost variance.
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 Management Matrix sheet 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 Issues Log sheet allows you to identify and monitor project issues (unplanned events that have happened).
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.

RAM

The Roster sheet provides contact information for all those involved on the project.
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.

RCM

The Resource Commitment Matrix sheet shows how many effort hours each person on the project has been allocated by month.

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.

Roster
R&R

Project Workbook Information

Comm

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.

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.

Chg Log
Deliver
PERT
Delphi
TimeSum
Timesheet

The Change Control Log sheet allows you to track all change requests that are in process or finalized.
The Deliverable Acceptance Log sheet allows you to track the status of deliverable acceptances.
The PERT Analysis sheet allows you to perform PERT analysis on WBS tasks.
The Delphi Exercise sheet allows you to develop estimates for WBS tasks through the Delphi technique.
The Timesheet Totals sheet allows you to track effort hours of your entire team by individual and by month.
The Timesheet can be used by each team member to submit effort hours by activity, by month.
The Initial Project Size Estimate sheet allows you to estimate, at high-levels (40,000 ft. view), the size of a project. This estimate should
not be considered final as requirements and technical specifications typically have not been fully developed yet.
The Resource Loading sheet allows you to identify the work effort required, the duration, and the allowed commitment level of each
person assigned to the project.
The Project Quality Metrics sheet allows you to identify critical success criteria, related quality metrics, and their priority.

Size Est
Res Load
Qual Metrics

Source: www.iappm.org

Project
Project #
Project manager
Sponsor
Project artifacts
Last updated

Project Minicharter
Project
Project manager
Project artifacts

Project #
Sponsor
Updated

Background

Business need and

business benefits

Objectives

Scope

In Scope

Out of Scope

Deliverables

Deliverable

Due Date

Scope
Schedule
Cost

Flexibility matrix

Key considerations
Assumptions & Constraints

Category

Risks
Risk Description

Project Minicharter
Success criteria

12345-

Signatures
Sponsor

Signature
Printed name
Date

Project manager

Signature
Printed name
Date

Stoplight Report
Project
Project manager
Project artifacts

Project #
Sponsor
Updated

Deliverables
5
6

10

Schedule
Scope
Cost
Risk
Issues
Planned completion
Est. completion

Management Alert
ID

Situation Requiring Management Attention

Action Plan

Owner

Accomplishments During Reporting Period

ID

Description of Accomplishment

Deliverables

Planned
Completion

Date
Completed

Title/Description
1
2
3
4
5

Owner

Comments

Title/Description
6
7
8
9
10

Budget
Project
Project manager
Project artifacts

Project #
Sponsor
Updated

Budget Status
Variance

Approved Budget

Planned Expenditures to Date

Actual Expenditures to Date

$0.00

$0.00

$0.00

$0.00

Planned Remaining Budget

Actual Remaining Budget

Variance

$0.00

$0.00

$0.00

Additional $ needed

Budget Details
Internal Expenses
Salaries

Type of resource
Type of resource
Type of resource
Type of resource
Type of resource
Type of resource
Other Internal Expenses

Type of expense
Type of expense
Type of expense
Total Internal Expenses
External Expenses
Consulting Costs

Type of consulting
Type of consulting
Type of consulting
Capital Expenditures

Type of expense
Type of expense
Type of expense
Total External Expenses

Hourly Rate

# Hours

Total Cost

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Total Cost

$0.00
$0.00
$0.00
$0.00
Total Cost

$0.00
$0.00
$0.00
Total Cost

$0.00
$0.00
$0.00
$0.00

Budget
Total Budget

$0.00

Cost/Benefit Analysis
Project
Project manager
Project artifacts

Project #
Sponsor
Updated

Project Development and Maintenance Costs

Description
Cost of Project Development
Salaries
Other internal expenses
Consulting costs
Capital expenditures
Total project costs
Cost of Support
Operational costs
Nonrecurring costs
Recurring costs
Total ongoing support costs

FY01

FY02

FY03

FY04

FY05

Total

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Benefits/Savings
Current Process
Total annual price
New Process
Total annual price
Annual savings
Cumulative savings
Cumulative costs
Cumulative total net savings

FY01

FY02

FY03

FY04

FY05

Total

$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00

Future Value
Present Value

Interest Rate

# Periods

Future Value

$0.00
Present Value
Future Value

$0.00

Interest Rate

# Periods

Present Value

$0.00

Cost/Benefit Analysis
Net Present Value
Period

Cash Flow

Present Value

$0.00

$0.00
$0.00
$0.00

1
2
3
4
5
Totals
Project development cost
Net present value

Risk Management Matrix (Risk Register)

Importance

Detectability

Risk Description

Impact

ID

Project #
Sponsor
Updated

Probability

Project
Project manager
Project artifacts

1 What is this risk?

10

11

12

13

Category

Trigger Event/Indicator

Risk Response and

Description

Contingency Plan

Owner

What act or event initiates

either the risk occurrence
or precipitates the response
strategy?

How will you respond to

this risk and what actions
will you take to match that
response?

If the risk becomes a

reality, what will you do in
response, as a backup, or
alternative/ workaround?

Who
monitors
this risk?

Status

Date
Entered

Date to
Review

Risk Management Matrix (Risk Register)

14

15

Issues Log

ID

Issue Description

1 What is the issue?

2
3
4
5
6
7
8
9
10
11

Project #
Sponsor
Updated

Project Impact

How will this impact scope,

schedule & cost?

Action Plan/Resolution

How do you intend to deal with

this issue?

Owner

Who manages
this issue?

Importance

Project
Project manager
Project artifacts

Date
Entered

Date to
Review

Date
Resolved

Issues Log
12
13
14
15

Action Items
Project
Project manager
Project artifacts

ID

Project #
Sponsor
Updated

Action Item

1 What is the item to be completed?

2
3
4
5
6
7
8
9
10
11
12
13
14
15

Owner

Who manages
this issue?

Status

Date
Entered

Planned
Completion

Actual
Completion

Action Items

Comments

Deliverable Milestones
Project
Project manager
Project artifacts

ID

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Milestone

Project #
Sponsor
Updated

Description

Planned
Actual
Completion Completion

Objectives

Assumptions

Constraints

Deliverable Milestones

Work Breakdown Structure

ID

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Project #
Sponsor
Updated

Task

Dependencies

Project
Project manager
Project artifacts

ID # of task

Effort
Status Hours

Cost

Start Date

Planned
Completion

Estimate to
Completion

Actual Completion

Resource

Work Breakdown Structure

Roster
Project
Project manager
Project artifacts

Name

Project #
Sponsor
Updated

Core/
Extended
Team

Title

Dept.

Phone

Cell Phone

000.000.0000 000.000.0000

E-Mail

Project Role

Name

Core/
Extended
Team

Title

Dept.

Phone

Cell Phone

E-Mail

Project Role

Roles and Responsibilities

Name

Project #
Sponsor
Updated

Core/
Extended
Team

% Assigned

Project
Project manager
Project artifacts

Deliverables Leading

Deliverables
Participating On

Project Role

Responsibility

Other Project
Assignments

Roles and Responsibilities

Resource Assignment Matrix

Initiation

1
2
3
4
5

Develop preliminary project scope

Identify business need
Develop preliminary budget
Identify preliminary return on investment
Complete project charter

1
2
3
4
5
6
7
8
9
10
11
12

Establish project identity

Identify project team/resources
Conduct stakeholder analysis
Prepare draft project schedule
Conduct project kickoff meeting
Gather detailed user requirements
Define current business processes (as is)
Revise project schedule
Develop project communication plan
Develop project organizational structure
Identify training plan
Develop project quality plan

Planning

Data Steward

Data Staging Programmer

Tech Support Specialist

Tech/Security Architect

Appl'n Developer

Educator

Data Staging Designer

DBA

Data Modeler

Business Sys. Analyst

Project Manager

Business Project Lead

Business Driver

IS Sponsor

Project Task
Project Management and Requirements

Business Sponsor

Project #
Sponsor
Updated

Business End Users

Project
Project manager
Project artifacts

13
14
15
16
17
18
19
20
21
22
23

Develop scope management plan

Develop risk management plan
Develop change management plan
Develop cost management plan
Develop schedule management plan
Develop technical specifications
Develop technical architecture
Conduct project procurement
Finalize project budget
Finalize return on investment
Ongoing project management
Execution

1
2
3
4
5
6

Develop training materials

Execute communication plan
Develop software
Develop new business processes (to be)
Deploy new software
Conduct training

1
2
3
4
5
6
7

Get deliverable acceptance

Close out contracts
Finalize budget
Finalize return on investment
Conduct closure survey
Conduct/document lessons learned
Archive project

Closing

Legend
Creates the deliverable
Input required
Reviews the deliverable
Approves the deliverable
Notified when the deliverable is complete
Owns the deliverable upon completion

C1: primary creator; C2: contributor

I
R
A
N
O

QA Analyst

Resource Commitment Matrix

Project
Project manager
Project artifacts

Names

Project #
Sponsor
Updated

Jan

Feb

Mar

Apr

May

Effort Hours Committed

June
July
Aug

Sept

Oct

Nov

Dec

Total

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Resource Commitment Matrix

Total

Assumptions and Constraints

Project
Project manager
Project artifacts

ID

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Project #
Sponsor
Updated

Description

Comments

Type

Status

Date Entered

Assumptions and Constraints

Decision Log
Project
Project manager
Project artifacts

ID

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Project #
Sponsor
Updated

Decision Description

Comments

Owner

Status

Date Entered

Decision Log

Communication Plan
Project
Project manager
Project artifacts

ID

Project #
Sponsor
Updated

Communication

1 What type of communication is this?

2
3
4
5
6
7
8
9
10
11
12
13
14
15
16

Description

What is the description of the contents/purpose of

this communication?

Frequency

Format

Owner

Recipient/
Attendees

Who sends? Who gets?

Communication Plan
17

Stakeholder Analysis
Project
Project Manager
Project Artifacts

ID

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Stakeholder

Project #
Sponsor
Updated

Role

Impact

Influence

Risk
Tolerance

Needs

Stakeholder Analysis

Responsibility

Expectations
Project
Project manager
Project artifacts
ID

Project #
Sponsor
Updated
Expectation Description

Source

Must Have

Want to Have

Nice to Have

Date Identified

Expectations

Change Control Log

ID

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Project #
Sponsor
Updated

Change Description

Priority

Project
Project Manager
Project Artifacts

Originator

Date
Entered

Date
Assigned

Evaluator

Status

Date of
Decision

Included in
Rev. #

Change Control Log

Deliverable Acceptance Log

Project
Project manager
Project artifacts

ID

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Project #
Sponsor
Updated

Deliverable Description

Comments

Evaluator

Status

Date of
Decision

Deliverable Acceptance Log

PERT Analysis
Project
Project Manager
Project Artifacts

ID

Project #
Sponsor
Updated

Task

Most
Likely

Min

Max

PERT
Est

15/15
Comp'
ed Est

Std
Dev

+1 Std
Dev

-1 Std
Dev

+2 Std
Dev

-2 Std
Dev

+3 Std
Dev

-3 Std
Dev

0.00
0.00
0.00
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0.00
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0.00
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0.00
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PERT Analysis
0.00
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Delphi Exercise
Project
Project manager
Project artifacts

Project #
Sponsor
Updated

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Name 3

Name 3

Name 3

Name 3

Name 3

Name 4

Name 4

Name 4

Name 4

Name 4

Name 5

Name 5

Name 5

Name 5

Name 5

Name 6

Name 6

Name 6

Name 6

Name 6

Name 7

Name 7

Name 7

Name 7

Name 7

Name 8

Name 8

Name 8

Name 8

Name 8

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Delphi Exercise
Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Task
Team members
Most likely
Minimum
Maximum

Sample task here

Name 1
Name 2

Name 3

Name 3

Name 3

Name 3

Name 3

Name 3

Name 4

Name 4

Name 4

Name 4

Name 4

Name 4

Name 5

Name 5

Name 5

Name 5

Name 5

Name 5

Name 6

Name 6

Name 6

Name 6

Name 6

Name 6

Name 7

Name 7

Name 7

Name 7

Name 7

Name 7

Name 8

Name 8

Name 8

Name 8

Name 8

Name 8

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Total

Average

0
0
0

#DIV/0!
#DIV/0!
#DIV/0!

Timesheet Totals
Project
Project manager
Project artifacts

Name

Project #
Sponsor
Updated

Jan

Feb

Mar

Apr

May

Effort Hours Spent

June
July
Aug

Sept

Oct

Nov

Dec

Total

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Timesheet Totals
Total

Timesheet
Project
Project manager
Project artifacts

Project #
Sponsor
Updated

Insert name here

Name
Task

Jan

Feb

Mar

Apr

May

Effort Hours Spent

June
July
Aug

Sept

Oct

Nov

Dec

Total

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Timesheet
Total

0
0

Initial Project Size Estimate

Project
Project manager
Project artifacts

Project #
Sponsor
Updated

Scope Estimate
Technology Systems Impacted
1 to 2
Less than 50
# of Business
Requirements

3 to 5

6 or more

Automatically do; no approval needed

51 - 100

Approval required

100 or more
Cost Estimate
# of Resources Involved
Less than 10
Less than 50
# of Business
Requirements

11 to 50

51 or More

Automatically do; no approval needed

51 - 100

Approval required

100 or more

Cost Estimate
# of Resources Involved
Less than 10

Medium
High

51 or More

Avoid

Low
Benefit

11 to 50

Automatically do; no approval needed

Resource Loading
Project
Project manager
Project artifacts

Project #
Sponsor
Updated

Effort Hours Committed

ID

Names

Estimate of Total Effort

Activity Duration

Commitment Level

Total

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

Effort Hours Committed

ID

Names

Estimate of Total Effort

Activity Duration

Commitment Level

Total

0
0
0
0
0
0
0
0
0
0
0
0
Total

Project Quality Metrics

Project
Project Manager
Project Artifacts

ID

Project #
Sponsor
Updated

Critical Success Criteria

Potential Quality Metric

Priority

Metric Target

Action Plan