Project Name Here:

Project Workbook Information

The project workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. It
acts as a repository of key project information. Any of these worksheets can easily be broken out into separate documents or be modified to fit
your particular needs. Use this information to support your status reports.

Suggested Sheets for All Projects

Data Filling out the Data sheet completes the header portion of all remaining sheets in the project workbook.
The Project Minicharter sheet can be used as a charter for small projects or a summarization of a full charter for larger
Minicharter projects.
The Budget sheet allows you to track original budget, expenditures to date, and any cost variance. This section can be
Budget substituted with other Excel budget planning and tracking financial sheets
The Cost/Benefit Analysis sheet allows you to review the proposed project and potential alternatives and make a project
CBA selection based on a greater ROI (return on investment).
The Risk Register allows you to identify, qualify, quantify, and prioritize risks (events that might happen; the uncertainty
Risks of a project), create mitigation and contingency plans, and assign risks owners.
The Daily Defects Log is based on Daily Defects e-mails, and posting to Share Point, by the Jordan QA Team. These
defects are to be reviewed by the Technical Project Lead, with copies to the Sponsor, DB Services, Systems
Defects Log Engineering

Issues 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
Action 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,
Miles 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,
WBS all relevant dates, and the resources assigned to do the work.

Roster 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
R&R 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,
RAM each deliverable. The tasks listed are samples; you should update the RAM with tasks appropriate for your project.

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.
The Communication Plan sheet allows you to detail your communication plan: how you are going to communicate,
Comm 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.
Project Change
Control Log The Project Change Control Log sheet allows you to track all change requests that are in process or finalized.
Deliver The Deliverable Acceptance Log sheet allows you to track the status of deliverable acceptances.
The Man Power Effort sheet allows you to estimate/plan man power hours of your entire team by group, by specific
Man Power Effort Phase and by month. It can be used to track both plan man hours and actuals.

Qual Metrics The Project Quality Metrics sheet allows you to identify critical success criteria, related quality metrics, and their priority.
IT/ QA Testing In accordance with the Quality Plan, the types of QA testing required for the project

Page 1 of 36
Project Project title here
Project # Project # here
Project Manager Project manager name here
Sponsor Sponsor name here
Project artifacts Location of project documents here
Last updated Date of update here
Project Acctg Code 123456789

Page 2 of 36
 Project Minicharter
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Background

Business need and

business benefits

Objectives

High Level Project

Approach
(provided by Technical
Lead(s), and use Deliverable
Acceptance Document
(DAD) Process for sign-off

Scope In Scope Out of Scope

Deliverables Deliverable Due Date

Flexibility matrix Scope

Page 3 of 36
Flexibility matrix Project Minicharter
Schedule
Cost
Key considerations Risks
Assumptions & Constraints Category Risk Description

Success criteria 1-
2-
3-
4-
5-
Signatures
Sponsor
Signature

Printed name

Date

Project Manager
Signature

Printed name

Date

Page 4 of 36
Page 5 of 36
Page 6 of 36

Project
Project Manager
Project artifacts
Project Acctg Code
Budget
Project title here Project # Project # here
Project manager name here Sponsor Sponsor name here
Location of project documents here Updated Date of update here
123456789

Budget Status
Approved Budget Planned Expenditures to Date Actual Expenditures to Date Variance
$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 Hourly Rate # Hours Total Cost
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Type of resource $0.00 0.00 $0.00
Other Internal Expenses Total Cost
Type of expense $0.00
Type of expense $0.00
Type of expense $0.00
Total Internal Expenses $0.00
External Expenses
Consulting Costs Total Cost
Type of consulting $0.00
Type of consulting $0.00
Type of consulting $0.00
Capital Expenditures Total Cost
Type of expense $0.00
Type of expense $0.00
Type of expense $0.00
Total External Expenses $0.00
Total Budget $0.00

Page 7 of 36
 Cost/Benefit Analysis
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Project Development and Maintenance Costs

Description FY01 FY02 FY03 FY04 FY05 Total
Cost of Project Development
Salaries
Other internal expenses
Consulting costs
Capital expenditures
Total project costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cost of Support
Operational costs
Nonrecurring costs
Recurring costs
Total ongoing support costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Benefits/Savings
Current Process FY01 FY02 FY03 FY04 FY05 Total
Total annual price
New Process
Total annual price
Annual savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative savings $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Cumulative total net savings $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 Interest Rate # Periods Present Value
$0.00 $0.00

Net Present Value

Period Cash Flow Present Value
1
2
3
4
5
Totals $0.00 $0.00
Project development cost $0.00
Net present value $0.00

Page 8 of 36
Page 9 of 36
 Risk Register
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Importance
Priority
Impact Risk (Risk Date Date to
ID WBS Risk Description Probability Impact Detectability Risk Category Trigger Event/Indicator Response Contingency Plan Owner Rank) Status Entered Review
4: Options are:
Critical Detectability:
4: Determined after impact has Categories: Avoid
Probability: 3: Severe been realized
4: Highly likely (76%- 3: Realized upon trigger event Technical/ Quality Transfer
100%) 2: Immediately prior
Map 3:Likely (51%-75%) 2: to trigger event; can be mitigated Project Mgt Mitigate
related 2: Somewhat Moderate prior to trigger if monitored Resource What act or event initiates If the risk becomes a reality,
risk likely (26%-50%) 1: Determined well in either the risk occurrence or what will you do in response, Who
back to 1: Unlikely (0%- 1: advance of occurance or trigger Schedule precipitates the response Accept as a backup, or alternative/ monitors this
WBS What is this risk? 25%) Minimal event External strategy? workaround? risk?
1 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
14 0
15 0
16 0
17 0
18 0
19 0
20 0

Risk Category Risk Response

Technical/Quality Avoid
Project Mgt Transfer
Resource Mitigate
Schedule Accept
External
 Daily Defects Log
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Detected in Date
No. Date Identified Defect ID Summary Defect Type Project Release Resolved Status/Comments
1
2
3
4
5
6
7
8
9
10
 Issues Log
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Date to Review

Date Resolved
Date Entered
Importance
ID Issue Description Project Impact Action Plan/Resolution Owner

How will this impact scope, schedule & How do you intend to deal with this Who manages
1 What is the issue? cost? issue? this issue?

10

11

12

13

14

15

Page 12 of 36
Page 13 of 36
 Action Items
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Date Entered

Completion

Completion
Planned

Actual
ID Action Item Owner Status Comments
Who manages
1 What is the item to be completed? this issue?

10

11

12

13

14

15

Page 14 of 36
 Deliverable Milestones
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Planned Actual
ID Milestone Description Completion Completion Objectives Assumptions Constraints

10

11

12

13

14

15

Page 15 of 36
 Work Breakdown Structure
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Dependencies
Effort
Hours
or Man Planned Estimate to
ID Task Status Weeks Cost Start Date Completion Completion Resource

1 ID # of task

10

11

12

13

14

15

Page 16 of 36
 Work Breakdown Structure
Note: Suggest using Microsoft Project, Visio and other WBS software to replace this form

Page 17 of 36
 Project/Governace Organizational Chart
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated
Project Acctg Code 123456789
 Roster
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Core/
Extended
Name Team Title Dept. Phone Cell Phone E-Mail Project Role

000.000.0000 000.000.0000

Page 19 of 36
 Core/
Extended
Name Team Title Dept. Phone Cell Phone E-Mail Project Role

Page 20 of 36
 Roles and Responsibilities
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

% Assigned
Core/
Extended
No. Name Team Function/Title Project Role Responsibility

Page 21 of 36
 RASCI Chart
(Responsibility, Approver, Supportive, Consulive, Informed)
Project Project #
Project Manager Sponsor
Project artifacts Updated
Project Acctg Code

Functional Roles

Business IT Project IT Business Business IT Project

Activity Project Sponsor Project Owner Owner Partner Business SME Project Manager Manager

Project Proposal Document A S C R C I I

Project Kick Off Meeting I I S C I I R
Business Requirements Document I A C R C S I
Functional Spec Document I A R S C S I
Vendor Recommendation I A R C C I I
Project Charter I C A C I C R
Financial Review & Approval A S R S I I S
Baseline Project Schedule I A S I S S R

RASCI Definitions: Stakeholder Definitions:

R - Responsibility. Owns the work, process, issues or resource to complete the activity
A - Approver. Approves costs, scope and in some cases the timeline. It is assumed that
the Approver has financial authority or prior financial approval.
S - Supportive. Provides resources or can play a supporting role in implementation.
C - Consulted. Has information and/or capability needed to complete the work.
I - Informed. Must be notified on results, but does not need consultation.
Project Sponsor - Person funding the project
Business Project Owner - Person who owns the implementation of the project
or product for the business
IT Project Owner - Person who owns the IT implementation of the project
and the technical support of the final solution
IT Business Partner - Person who liases between the business and IT.
Business SME - Person who provides expertise in requirements gathering and
overall expertise in the product or solution
Business Project Manager - Person who coordinates the project deliverables from
the business side.
IT Project Manager - Person who coordinates the IT components of the project

Page 22 of 36
 Resource Assignment Matrix
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Data Staging Programmer

Tech Support Specialist
Tech/Security Architect
Business Project Lead

Data Staging Designer

Business Sys. Analyst
Business End Users

Business Sponsor

Appl'n Developer
Project Manager
Business Driver

Data Steward
Data Modeler

QA Analyst
IS Sponsor

Educator
DBA
Project Task
Project Management and Requirements
* Base your Phase and task/deliverbales in this RAM on your project schedule
Initiation
1 Develop preliminary project scope
2 Identify business need
3 Develop preliminary budget
4 Identify preliminary return on investment
5 Complete project charter

Planning
1 Establish project identity
2 Identify project team/resources
3 Conduct stakeholder analysis
4 Prepare draft project schedule
5 Conduct project kickoff meeting
6 Gather detailed user requirements
7 Define current business processes (as is)
8 Revise project schedule
9 Develop project communication plan
10 Develop project organizational structure
11 Identify training plan
12 Develop project quality plan
13 Develop scope management plan
14 Develop risk management plan
15 Develop change management plan
16 Develop cost management plan
17 Develop schedule management plan
18 Develop technical specifications
19 Develop technical architecture
20 Conduct project procurement
21 Finalize project budget
22 Finalize return on investment
23 Ongoing project management

Design
1 Specification Review
2 Detailed Project/Product Requirements Analysis
3 Design / Develop System
4 POC Design Test and Verification
5 Design Review, Final Phase Exit Review

Implementation
1 Develop training materials
2 Execute communication plan
3 Develop software
4 Develop new business processes (to be)
5 Deploy new software
6 Conduct training

Page 23 of 36
 Closure
1 Get deliverable acceptance
2 Close out contracts
3 Finalize budget
4 Finalize return on investment
5 Conduct closure survey
6 Conduct/document lessons learned
7 Archive project

Legend
Creates the deliverable C1: primary creator; C2: contributor
Input required I
Reviews the deliverable R
Approves the deliverable A
Notified when the deliverable is complete N
Owns the deliverable upon completion O

Page 24 of 36
 Assumptions and Constraints
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

ID Description Comments Type Status Date Entered

10

Page 25 of 36
 Decision Log
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

ID Decision Description Comments Owner Status Date Entered

10

11

12

13

14

15

Page 26 of 36
 Communication Plan
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Recipient/
ID Communication Description Frequency Format Owner Attendees
What is the description of the contents/purpose of this
1 What type of communication is this? communication? Who sends? Who gets?

10

11

12

13

14

15

Page 27 of 36
 Stakeholder Analysis
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project Artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Risk
ID Stakeholder Role Impact Influence Tolerance Needs Responsibility

10

11

12

13

14

15

Page 28 of 36
 Expectations
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

ID Expectation Description Source Must Have Want to Have Nice to Have Date Identified

Page 29 of 36
 Project Change Control Log
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project Artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789
Control #
Change

Priority
Impact of
Request Deadline to Sched Impact on Date of
Change Request Description Requested By Date Resolve (days) Cost ($) Evaluator Status Decision Comments

10

11

12

13

14

15

Page 30 of 36
 Deliverable Acceptance Log
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Date of
ID Deliverable Description Comments Evaluator Status Decision

10

11

12

13

14

15

Page 31 of 36
 Man Power Estimate
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Name
Effort Hours Spent
Resource Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
A plan 0
act 0
B plan 0
act 0
C plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0

Page 32 of 36
 Man Power Estimate
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

Name
Effort Hours Spent
Resource Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
plan 0
act 0
TOTAL plan 0 0 0 0 0 0 0 0 0 0 0 0 0
act 0 0 0 0 0 0 0 0 0 0 0 0 0

Page 33 of 36
 Project Quality Metrics
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project Artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

ID Critical Success Criteria Potential Quality Metric Priority Metric Target Action Plan

Page 34 of 36
 IT/QA Testing Requirements Matrix
Project Project title here Project # Project # here
Project Manager Project manager name here Sponsor Sponsor name here
Project artifacts Location of project documents here Updated Date of update here
Project Acctg Code 123456789

The release contains the following features:

1
2
3
4
5
IMPORTANT: Test Requirements Are to Be Advised By Project Engineering Lead

Business Project Lead

QA Department Head
Business Sponsor

Systems Engineer
Storage Engineer
Required (Y or N)

Appl'n Developer
Project Manager

QA Project Lead
Business Driver

QA Supervisor
Lead Engineer
Infrastructure

Architecture

QA Manager
IT Sponsor

DBA
Testing Type
Quality Testing Requirements

QA Round 1
1 Security
2 Operational Issues
3 Baseline Development
4 Initial fail over testing
5

QA Round 2
1 Load Testing
2 Performance Testing
3 3rd Party Connectivity
4 Orchestration (internal system interfaces)
5 Validate fail over
6 Run Book review (internal system interfaces)

7 Product Support Issues (check that logs do not fill up)

8

QA Round 3
Endurance (run at 75-80% capacity for 72 hours
1 minimum)
2 Security (external interfaces)
3
4
5

QA Round 4
1
2
3
4
5

Legend
Creates the deliverable C1: primary creator; C2: contributor
Input required I
Reviews the deliverable R
Approves the deliverable A

Page 35 of 36
Notified when the deliverable is complete N
Owns the deliverable upon completion O

Page 36 of 36