EPO Templates

Planning the Project

• Defining Requirements - Requirements Specification, Requirements Traceability Matrix

• Charter & Scope Definition - Project Charter, Project Scope Statement, Constraints & Assumptions Checklist, Scope Management Plan

• Work Breakdown Structure - WBS Planning View, WBS Assignment View, Work Package

• Project Planning - Project Management Checklist, Integrated Project Plan, Project Quick-Plan, Project Plan Summary

Developing the Schedule

• Activity Planning & Estimating - Activity Plan, Activity Planning View, Activity Estimating View

• Activity Sequencing & Scheduling - Activity Sequencing View, Activity Scheduling View, Resource Leveling View

• Schedule Management - Schedule Management Plan, Schedule Update View

Managing Project Costs

• Estimating & Budgeting - Chart of Accounts, Project Cost Estimate, Project Budget

• Cost Management - Cost Management Plan, Project Cost Tracking

• Earned Value Reporting - Earned Value Performance Calculator, Project Performance Report, Performance Report View

Tracking & Reporting

• Project Tracking - Tracking View, Time Report, Team Tracking Meeting

• Status Reporting - Project Progress Report, Project Status Report, Status View, Status Presentation

Project Execution & Control

• Change Management - Change Management Plan, Change Request, Change Request Log

• Issue Management - Issue Notice, Project Issue Log, Decision Request, Decision Request Log, Action Item, Action Item Log

• Project Closure - Project Closure Report, Project Closure Presentation

Developing the Project Team

• Human Resource Planning - Project Human Resource Plan, Responsibility Assignment Matrix

• Team Development - Team Charter, Team Kick-Off Meeting, Team Kick-Off Presentation

• Team Management - Team Communications Plan, Team Directory

Communicating with Stakeholders

• Communications Planning - Stakeholder Analysis, Project Communications Plan

• Stakeholder Management - Project Steering Committee, Meeting Agenda, Meeting Minutes

Managing Project Risks

• Identifying Risks - Risk Identification Checklist, SWOT Analysis

• Risk Analysis - Risk Assessment, Risk Event Scenario, Decision Tree

• Risk Management - Risk Response Plan, Risk Management Plan, Risk Register, Risk Occurrence

Managing Contracts & Procurement

• Procurement Planning - Procurement Management Plan, Statement of Work

• Request for Proposals - RFP Contents, RFP Requirements

• Bid & Proposal Evaluation - Alternative Selection, Readiness Footprint, Pairwise Ranking

• Contract Management - Contract Management Plan, Contract Closure Report

Managing Product Quality

• Quality Planning - Quality Management Plan

• Quality Control - Pareto Diagram, Control Chart

• Software Inspections - Inspection Report, Deliverable Acceptance, Deliverable Acceptance Log

• Software Testing - Software Testing Plan, Acceptance Criteria, Test Case, Acceptance Test Tracking, Defect Report, Defect Tracking Log

• Business Objects - Object Specification, Attribute Specification

• Business Events - Business Event List, Business Event Specification

• Use Case Modeling - Use Case Description, Use Case Matrix

• Workflow Modeling - Workflow Specification

Software Development (Software Applications, Program & Portfolio, and PMO Editions only)

• Iterative Development - Deliverable Evolution, Iteration Framework

• Configuration Management - Configuration Management Plan

• Implementation Planning - Implementation Plan, Implementation Schedule, User Training Plan

Managing the Project Portfolio (Program & Portfolio and PMO Editions only)

• Business Case Preparation - Project Business Case, Cost Benefit Analysis

• Strategic Planning - Strategic Plan, SWOT Analysis

• Project Approval Submission - Potential Project Identification, Project Approval Submission

• Portfolio Investments - Portfolio Investment Tracking, Portfolio Investment Report

Managing Programs of Related Projects (Program & Portfolio and PMO Editions only)

EPO EBooks

Planning the Project

• Project Initiation and Scope Planning - Preparing the project charter, scope statement and scope management plan

• Requirements Definition - Define and specify business requirements

• Scope Management Planning - Prepare project scope and change management plans

• Work Breakdown Structure Planning - Preparing a Work Breakdown Structure (WBS)

• Work Package Planning – Preparing and assigning WBS Work Packages

• Project Plan Integration - Preparing core management plans (scope. time and cost) and planning subsidiary management processes (quality, human resources, communications, risk and procurement)

 Developing the Schedule

• Schedule Management Planning – Preparing a plan to manage the project schedule

• Activity Planning - Preparing a project activity list

• Activity Estimating - Estimating activity durations and resource effort

• Activity Sequencing – Defining activity sequence and dependencies

• Activity Scheduling – Preparing and optimizing the project schedule based on activity sequence and durations

• Project Schedule Management - Tracking and reporting schedule progress and updating the schedule baseline with approved changes

Managing Project Costs

• Cost Management Planning – Establishing project cost accounts and preparing a plan to track project costs

• Project Estimating and Budgeting - Estimating project costs and establishing a project budget

• Earned Value Performance Reporting - Preparing and reporting earned value performance forecasts

• Project Cost Management - Tracking and reporting project costs and updating the cost baseline with approved changes

Tracking & Reporting

• Project Tracking - Gathering and reporting progress on activities and conducting team tracking meetings

• Progress and Status Reporting - Reporting project accomplishments and milestone status for Executive, Business Management, and Project Sponsors

Project Execution & Control

• Issue and Change Management - Resolving project issues and managing changes to project baselines

• Project Closure Reporting - Documenting project closure and lessons learned

Developing the Project Team

• Human Resource Planning - Planning human resource requirements on projects

• Human Resource Assignment - Assigning responsibilities for Work Packages

• Team Development – Developing the team and enhancing team performance through delegation and empowerment

• Team Management - Planning project team communications and resolving conflicts in project teams

Communicating with Stakeholders

• Stakeholder Identification and Analysis - Identification and analysis of project stakeholders and preparation of a communication strategy

• Communications Planning - Preparation of a project stakeholder communications plan

• Stakeholder Management - Using Project Steering Committees to approve issue resolutions and change requests; exerting influence on stakeholders to manage their expectations

• Facilitation and Meeting Management – Effective facilitation and management of project meetings

Managing Project Risks

• Risk Management Planning - Preparing a risk management plan based on stakeholder tolerances and thresholds

• Risk Identification - Descriptions of project risk factors and risk identification techniques

• Risk Assessment and Prioritization - Assessing the risk probability and impact and determining risk priority

• Decision Analysis - Quantitative risk analysis using decision trees and influence diagrams

• Risk Response Planning - Preparing risk response plans

• Risk Monitoring and Control - Monitoring status of potential risk events

Managing Contracts and Procurement

• Procurement Planning - Planning procurement processes and preparing a Statement of Work for prospective sellers

• Request for Proposal Preparation - Plan and prepare a Request for Proposal

• Bid and Proposal Evaluation - Establishing mandatory and optional criteria to evaluate proposals

• Readiness Assessment - Identifying categories of organizational readiness and comparing attributes of alternatives

• Contract Administration - Administrating contract performance, amendments and violations and documenting contract closure conditions

Managing Product Quality 

• Quality Management Planning - Preparation of Quality Management Plan

• Quality Assurance and Control - Establishing quality assurance and control processes

• Software Inspections and Deliverable Reviews - Conducting and documenting deliverable reviews and software inspections

• Software Test Planning and Execution - Preparing test plans, recording test execution and tracking acceptance of test cases and the resolution of test defects

Business Analysis (Software Applications, Program & Portfolio, and PMO Editions only)

• Business Event Modeling - Identifying business events and using Data Flow Diagrams to model responses

• Business Object Modeling - Modeling business object relationships; specification and normalization of attributes

• Use Case Modeling - Preparing Use Case Diagrams and specifying use cases

• Workflow Modeling - Preparing workflow and activity models and specifications

Software Development (Software Applications, Program & Portfolio, and PMO Editions only)

• Iterative Lifecycle Framework - Iterative lifecycle model; Evolution and categories of software applications deliverables

• Software Configuration Management - SCM concepts including configuration items, SCM baseline, promotion model and version management

• Implementation Planning - Planning and scheduling the deployment of software applications

Managing the Project Portfolio (Program & Portfolio and PMO Editions only)

• Strategic Planning - Define an organization’s strategic plan

• Project Prioritization and Approval - Potential projects are identified, prioritized, justified and approved

• Business Case Preparation - Preparing a project business case and cost/benefit analysis

• Portfolio Management - Tracking project investments and benefits realization.

Managing Programs of Related Projects (Program & Portfolio and PMO Editions only)

• Program Governance – Determining the governance structure and processes for programs

• Program Management - Reporting status of projects within a program and tracking interdependencies

• Human Resource Coordination – Coordinating resource forecasts and acquisition for projects in a program

• Independent Project Reviews - Conducting project management reviews to assess project management processes used on projects

• Project Management Office - Provide project management support to projects

The EPO also comes with set-up instructions for easy installation.

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