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Free Project Management Templates

“Number crunching” data analysis is integral to project planning, implementation monitoring and evaluation.  However, lack of awareness by many individuals about the utility of statistical tools — &/or lack of skill in their use – presents a formidable barrier to application.  Furthermore, even given formulas appropriate for particular situations and circumstances, computing data is prone to error as well as time-consuming.  Consequently, many people limit their analysis to superficial aspects, so their assessments merely scratch the surface – or worse – they reach erroneous conclusions leading to inappropriate decisions and/or flawed recommendations.

To overcome this barrier, over the years I developed and utilized “on the job” – as well as teaching others how to use – numerous “Quick & Easy” computer worksheet templates for applying standard “Best Practice” formats.  In addition, I also devised several unique techniques for Targeting, Planning, Monitoring and Evaluating Projects, Programs and Portfolios. These are all “drop-in-the-data & read the analysis” type templates, so no knowledge of the underlying formulas, or “number crunching” is necessary.

These templates supplement Chapters in my Project Management PRAXIS book.  Like any tool kit, you will not need or use each one for every job, but – depending on the situation – they are available and ready any time you need them.

1A MILESTAT 1C ACTIVITY COST ESTIMATING 1F PMS 100 MONTH 1G PMS 100 WEEK 1H PMS 100 DAY
2A IPSTAT 2B PI CHART A 2C PI CHART B 2D EVM TREND ANALYSIS 2E PROGRAM & PORTFOLIO ANALYSIS
2F PIMS 100 MONTH M&CWS&CHARTS 2G PIMS 100 WEEK M&CWS&CHARTS 2H PIMS 100 DAYM&CWS&CHARTS 3A KENJIT JITLOB CUM DELIVERY SCHED 3B LOB CAPACITY
3C LOB DURATION 4A LOGFRAME FORMAT 4B AUTOMATED LOGFRAME CHECKLIST 4C DMF FORMAT 5A AUTOMATED SCORING SMITH GRID
5B HANDOUT WORKING STYLE QUESTIONNAIRE 5C KENS TEAMBUILDER 5D HOFSTEDES COUNTRY CULLTURAL VALUES 6A-1 INTERNAL RISKS 6A-2 EXTERNAL RISKS
6A-3 SWOTUPP ANALYSIS 6C DECISION TREE TEMPLATE – PMBOK EXAMPLE 6D DECISION TREE AGRICULTURAL EXAMPLE 6E DOUBLE TIME PLUS 6E-1 PERT PLUS REALISTIC TIME ESTIMATING
6F FIRR BENEFIT COST 6G BOTTOM LINE RISK ASSESSMENT 6I BUFFERING SCHEDULE WITH DECISION TREE 6J EFSPE 6K BREAKEVEN
6L ECONOMIC VALUE ADDED 6M RETURN ON INVESTED CAPITAL 6Z RISK RESPONSE PLAN 7-1F BASELINE SURVEY QUESTIONNAIRE 7-1G BASELINE MEAN & % QUESTIONNAIRE
7-1H BASELINE MEAN & % ANALYSIS 7-2C QUEST GROWTH 7-2D QUEST DECLINE 7-2E REGRESSION FORECASTING 7-2F CURVELINEAR REGRESSION TARGETING
7-2G DOUBLE TIME PLUS 7-3C VARIANCE & STANDARD DEVIATION 7-4 TARGET SETTING WITH THAI SCALE 7-5B LEARNING CURVE ANALYSIS 7-7B TARGETTING MONITORING & EVALUATION
8 VULNAS QUESTIONNAIRE & ANALYSIS 9 SUSTAINABILITY QUALITATIVE ASSESSMENT 10-3B BEFORE OR AFTER DATA PROCESSING 10-3C BEFORE & AFTER COMPARATIVE ANALYSIS 10-3D PRE POST QUESTIONNAIRE
10-4C DIFF INCREASE BA 10-4D DIFF DECREASE BA 10-4E DIFF INCREASE WWO 10-4F DIFF DECREASE WWO 10-4G DIFF DIFF INCREASE
10-4H DIFF DIFF DECREASE 10E-4C MEAN SAMPLE SIXE 10E-4D PERCENTAGE SAMPLE SIZE 10E-4E RANDOM NUMBER TABLE 10E-4F RANDOM NUMBER GENERATOR
10E-4G RANDOM NUMBER GENERATOR RECORD 10E-4H DECK OF CARDS 10E-4I SURVEY PRODUCTIVITY 10E-4J SAMPLING FOR A MEAN OR PERCENTAGE 10E-4K SALTSA SAMPLING & ANALYSIS
SIGNIFICANCE TEST 10E-6B CLUSTER MEAN SAMPLING 10E-6C CLUSTER % & SALTSA SAMPLING 10G-8B BQAS TRIAGE TABLE 10G-8C BQAS CRITERIA 10G-8D BQAS AREA & % ASSESSMENT
10G-8E BQAS AREA QUANTITATIVE ASSESSMENT 10K-5B SAMPLING  FOR  A MEAN OR PERCENTAGE 10K-5C STRATIFICATION 10L-15B SPEARMAN CORRELATION ANALYSIS 10L-15C PEARSON CORRELATION ANALYSIS
10O-7C SIGNIFICANCE TEST FOR A MEAN 10O-7D SIGNIFICANCE TEST FOR A PERCENTAGE 100-7E SIGNIFICANCE TEST FOR SMALL SAMPLES 10S-17C NECESSITY & SUFFICIENCY TESTING 10T-18B CHI SQUARE WWO
10T-18C CHI SQUARE GOF 2X20 10T-18D CHI SQUARE INDEPENDENCE 10U-11B – REESI CHECKLIST 10U-11C REESI LOHI 5 10U-11D REESI LOHI 4
10U-11E REESI HILO 4 20-3D TEAM SIZE & LINES OF COMMUNICATION 20-3E RELAY COMMUNICATION CHANNELS 20-4B BONUS SETTING 20-9B ORGANIZATIONAL CLIMATE QUESTIONNAIRE
20-9C ORGN CLIMATE 30 DATA ANALYSIS 20-9D PARETO CHART 20-10C MISFORTUNE 20 VARIABLE RESPONSE TRACKER 20-10D MISFORTUNE 500 INDEX PRAXIS CH 6D FUTURE VALUE PLANNING