The Electronic Project Office (EPO) is an integrated suite of products to support both project managers and project teams.

BONUS OFFER - Buy now and receive a free Lessons in Project Management and Lessons in People Management ebook!

Version 9.0 of the EPO includes all of the following great content and features:

Templates

110 easy to use Word, Excel, MS Project and PowerPoint templates.  All the templates you need for your project! 

eBooks

51 instructional documents to support project, program and portfolio management processes. Complete coverage of PMBOK® Guide & OPM3 ® processes are provided.

EPO Training

  • Project Management flowcharts – EPO project management methodology laid out in flowchart format

  • 42 training modules to assist in the deployment and use of EPO methods and processes

PM Tools

  • EPO Lite – tailored to the management of small projects

  • PMBOK® Guide reference tool with hyperlinked PMBOK® Guide process and deliverable references – Great PMP® & CAPM® Study Guide!

  • PMBOK® Guide flowchart – graphic depiction of all PMBOK® Guide processes and their relationships,

  • Helpful project management checklists to identify project constraints, assumptions, risks and activities

Other Features

  • EPO Desktop - Browser based desktop application to quickly find EPO templates, e-Books, EPO training and PM tools.

  • EPO Repository - Project artifact library for easy storage and retrieval of project deliverables.

  • Software Development Framework - Supports iterative software applications development and object oriented techniques.

SNEAK PREVIEW!

See a sample portion of this product - two templates, one EPO eBook, and one training module.

The EPO is available in 3 editions – select the one that best suits your needs:

  • Basic Edition -

  • Single use copy designed for the project, program or portfolio managers.  The Basic Edition includes 96 templates, 45 e-Books, Complete set of EPO PM Tools, EPO Desktop and project management repository.  Click here to purchase.
  • Basic with Software Applications Extension - The Software Application Extension to the Basic Edition is intended for the management of software development projects.  Included are all the components of the Basic Edition plus 14 additional software development templates, 6 additional software development e-Books, a software configuration management framework and the software applications repository. Click here to purchase.

  • PMO edition - The PMO Edition supports the development of a Project Management Office and the corporate roll-out of the EPO project, program and portfolio management.  The PMO Edition includes all the Basic Edition (and Software Applications Extension) components PLUS:

    • 42 EPO training modules in Adobe format,

    • EPO project management flowcharts in Adobe format.

    Click here to purchase.

EPO Templates:

Planning the Project

  • 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 - Integrated Project Plan, Project Quick-Plan, Project Plan Summary

Developing the Schedule

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

  • Activity 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 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

  • 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

Managing the Project Portfolio

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

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

  • Portfolio Investments - Portfolio Investment Tracking, Portfolio Investment Report

Managing Programs of Related Projects

  • Program Coordination - Program Governance Checklist, Assumptions Matrix, Project Dependency Tracking, Program Summary Report, Human Resource Forecast

  • PMO Management - Project Management Processes, Project Management Checklist

  • Project Reviews - Project Review Report, Project Review Presentation

Object Oriented Analysis (Basic with Software Applications Extension and PMO Edition only)

  • Business Objects - Object Specification, Attribute Specification

  • Business Events - Business Event List, Business Event Specification

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

Software Development (Basic with Software Applications Extension and PMO Edition only)

  • Iterative Development - Deliverable Evolution, Iteration Framework

  • Configuration Management - Configuration Management Plan

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

EPO EBooks:

Planning the Project

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

  • 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 & 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 & Estimating - Preparing a project activity list and estimating activity durations & resource effort

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

Project Execution & Control

  • Issue & 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 & 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 & change requests; exerting influence on stakeholders to manage their expectations

  • Facilitation & 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 & Prioritization - Assessing the risk probability & impact and determining risk priority

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

  • Risk Response Planning & Control - Preparing risk response plans and monitoring project risks

Managing Contracts and Procurement

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

  • Bid & 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 & violations and documenting contract closure conditions

Managing Product Quality 

  • Quality Management Planning - Preparation of Quality Management Plan

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

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

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

Managing the Project Portfolio

  • Project Prioritization & 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 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

Object Oriented Analysis (Basic with Software Applications Extension and PMO Edition 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

Software Development (Basic with Software Applications Extension and PMO Edition 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

EPO Training (PMO Edition only)

The EPO Project Management Training consists of 7 series containing 42 training modules to:

  • Train project manager candidates on project management processes and deliverables,
  • Provide a refresher for experienced project managers to upgrade their skills,
  • Compliment the instructions provided in EPO e-Books and templates,
  • Provide a Project Management Office training to help roll-out the EPO.

PM Tools

The EPO Version 9.0 provides valuable project management (PM) tools to assist the project manager including:

  • EPO Lite – Subset of the EPO e-Books and Templates tailored to the management of small projects.

  • Project Management flowchart – Complete project management methodology laid out in flowchart format – shows where every EPO template and e-Book is used! (PMO Edition only)

  • PMBOK® Guide flowchart – graphic depiction of all PMBOK® Guide processes and their relationships.

  • EPO PMBOK® Guide reference tool contains hyperlinked HTML descriptions of all the PMBOK® Guide processes and deliverables with links that open the applicable EPO e-books and templates

  • Project Management Checklists intended to help you identify constraints, assumptions, risks and activities:

    • Constraints & Assumptions Checklist (MS Word) - Identify project constraints and assumptions based on over 75 questions and 10 categories of constraints & assumptions.

    • Project Management Checklist (MS Excel) - Identify project management techniques and deliverables to be applied to the project.

    • Risk Identification Checklist (MS Word) - Identify project risks based on over 100 potential risk events and 13 categories of risk factors.

    • Project Management Processes (MS Project) - Plan project management activities and dependencies on a project.  Based on the PMBOK® Guide 2004 processes.

Other Features

EPO Desktop Application:

The EPO Desktop is a browser-based application that provides easy access to all the EPO components:

  • Links to EPO templates and e-Books (by both PMI ® knowledge area and process group),

  • Links to the project management training modules and EPO flowcharts,

  • Links to the project management tools including the PMBOK® Guide Flowchart and hyperlinked reference tool and PM checklists,

  • Overviews of the Software Development Framework and EPO Repository,

  • Repository deployment instructions.

All designed to ease the use of the EPO!

EPO Project Repository:

 

The EPO Project Repository is a hierarchical project artifact library for easy storage and retrieval of project deliverables. It is structured to support both:

  • Project Management - Based on the nine PMBOK® Guide knowledge areas and the processes within each knowledge area.

  • Software Configuration Management - Based on deliverable categories and iterative software development lifecycle steps

The EPO Project Repository can be copied for use on individual projects and deployed on workstations, LAN's, Intranet or secure Internet sites.  Repository deployment instructions are provided.

Software Development Framework:

The EPO Software Development Framework includes structured software application lifecycle processes (with suggested deliverables) based on iterative lifecycle steps and deliverable categories.

Iterative Lifecycle Steps:

  • Define

  • Design

  • Develop

  • Deploy

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

About the author:

Gord Gibben, PMP, the copyright author of the EPO, has 30 years experience in project management and software applications development.  He is currently Manager of the Project Management Office in the Winnipeg Regional Health Authority e-Health Services.  Gord also teaches Project Team and Communications Management courses at Red River College in Winnipeg Canada as part of the college's Project Management Certification program. Gord is a regular speaker and instructor on project management topics at PMI conferences and chapter meetings. 

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**All this, PLUS a Lessons in Project Management and a Lessons in People Management ebook!**

Purchase EPO V9.0 Basic Edition - Just $69!

Purchase EPO V9.0 Basic with Software Applications Extension - Just $79!

Purchase EPO V9.0 PMO Edition - Just $249!