Project Management - Templates, Checklists and Tips: Difference between revisions

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The purpose of this collection of templates, checklists and tips for project management is to plan, implement and manage projects professionally – which of course includes also [[ITIL Implementation|ITIL implemention projects]].
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The purpose of this collection of project management templates, project management checklists and tips is to plan, implement and manage projects professionally – which of course includes also [[ITIL Implementation|ITIL implementation projects]].


The documents are designed to provide practical support for anyone assigned to do the actual "project work". However, they are also well suited for improving the organization and implementation of some of the day-to-day routine operations.  
The documents are designed to provide practical support for anyone assigned to do the actual "project work". However, they are also well suited for improving the organization and implementation of some of the day-to-day routine operations.  
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Here, you will find information about the following points:
Here, you will find information about the following points:


* Standard terms used in project management  
* Standard terms used in [[Project Management|project management]]
* Appropriate project organization as well as the roles and responsibilities to be defined  
* Appropriate project organization as well as the roles and responsibilities to be defined  
* General conditions and standards of project managements  
* General conditions and standards of project managements  
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! width="15%" align="center" style="background:#ffffbb;" | Project Stage
! width="15%" align="center" style="background:#ffffbb;" | Project Stage
! width="15%" align="center" style="background:#ffffbb;" | Category
! width="15%" align="center" style="background:#ffffbb;" | Category
! width="30%" align="center" style="background:#ffffbb;" | Instrument
! width="30%" align="center" style="background:#ffffbb;" | Template/ Checklist
! align="center" style="background:#ffffbb;" | Details
! align="center" style="background:#ffffbb;" | Details
|-
|-
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| valign="top" rowspan="5" | <span id="Arranging meetings">Arranging meetings</span>
| valign="top" rowspan="5" | <span id="Arranging meetings">Arranging meetings</span>
|
|
[[Checklist Project Management - Preparation of a Meeting|Checklist: Preparation of a meeting]]
[[Project Management Checklist - Preparation of a Meeting|Checklist: Preparation of a meeting]]
|These items should be considered when planning a meeting.
|These items should be considered when planning a meeting.
|-  
|-  
|
|
[[Template Project Management - Agenda Project Meeting|Agenda of a project management meeting]]  
[[Project Management Template - Agenda Project Meeting|Template: Agenda of a project meeting]]  
| This template will help you determine the items on the agenda for a project meeting.
| This template will help you determine the items on the agenda for a project meeting.
|-  
|-  
|
|
[[Checklist Project Management - Organizing a Meeting|Checklist: Organizing a meeting]]  
[[Project Management Checklist - Organizing a Meeting|Checklist: Organizing a meeting]]  
| A clearly organized meeting can be held without unnecessary interruptions. This checklist provides guidance.
| A clearly organized meeting can be held without unnecessary interruptions. This checklist provides guidance.
|-  
|-  
|
|
[[Checklist Project Management - Tips for Chairing a Meeting|Checklist: Tips for chairing a meeting]]
[[Project Management Checklist - Tips for Chairing a Meeting|Checklist: Tips for chairing a project meeting]]
| Helps you deal confidently with a difficult situation in a meeting.
| Helps you deal confidently with a difficult situation in a project meeting.
|-
|-
|
|
[[Template Project Management - Project Meeting Report|Template: Project meeting report]]  
[[Project Management Template - Project Meeting Minutes|Template: Project Meeting Minutes]]  
| This template is used to document the results and resolutions of a project meeting.
| This template is used to document the results and resolutions of a project meeting.
|-
|-
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<span id="Leadership/ Communication">Leadership/ Communication</span>
<span id="Leadership/ Communication">Leadership/ Communication</span>
|
|
[[Checklist Project Management - Leadership techniques in a project|Checklist: Leadership techniques in a project]]
[[Project Management Checklist - Leadership techniques in a project|Checklist: Leadership techniques in a project]]
| The various types of leadership in a project, their characteristics, advantages and disadvantages.
| The various types of leadership in a project, their characteristics, advantages and disadvantages.
|-
|-
| valign="top" |
| valign="top" |
[[Checklist Project Management - Competencies of the team members|Checklist: Competencies of the team members]]
[[Project Management Checklist - Competencies of the team members|Checklist: Competencies of the team members]]
| The right composition of the project team is a key factor to the success of the project. When selecting the team members, professional as well as interpersonal aspects are of major importance.  
| The right composition of the project team is a key factor to the success of the project. When selecting the team members, professional as well as interpersonal aspects are of major importance.  
|-
|-
|
|
[[Checklist Project Management - Competencies of the project manager|Checklist: Competencies of the project manager]]
[[Project Management Checklist - Competencies of the project manager|Checklist: Competencies of the project manager]]
| These are the skills which a project manager needs to successfully manage the customers and the team.  
| These are the skills which a project manager needs to successfully manage the customers and the team.  
|-
|-
| valign="top" rowspan="2"| '''<span id="Projekt Initiation">Projekt Initiation</span>'''
| valign="top" rowspan="2"| '''<span id="Project Initiation">Project Initiation</span>'''
| valign="top" |  
| valign="top" |  
<span id="Projekt Initiation Project goals">Project goals</span>
<span id="Project Initiation Project goals">Project goals</span>
| valign="top" |
| valign="top" |
[[Checklist Project Management - Defining the Project Goal|Checklist: Criteria and rules to be used when defining the project goal]]
[[Project Management Checklist - Defining the Project Goal|Checklist: Criteria and rules to be used when defining the project goal]]
| valign="top" | These are the general conditions which should be considered when formulating the project goal.  
| valign="top" | These are the general conditions which should be considered when formulating the project goal.  
|-
|-
| valign="top" |  
| valign="top" |  
<span id="Projekt Initiation Project organization">Project organization</span>
<span id="Project Initiation Project organization">Project organization</span>
| valign="top" |
| valign="top" |
[[Checklist Project Management - Project Organization|Checklist: Project organization]]
[[Project Management Checklist - Project Organization|Checklist: Project organization]]
| Executive, Project Board, Project Management and Project Team – the various project roles, their tasks and responsibilities.  
| Executive, Project Board, Project Management and Project Team – the various project roles, their tasks and responsibilities.  
|-
|-
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<!-- This page is assigned to the following categories: -->
[[Category:Project Management|!]]
[[Category:Project Management]] [[Category:Checklist (Project Management)|!]]
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Revision as of 09:57, 27 July 2011

<seo metakeywords="itil project management template, project management templates, project management checklists" metadescription="This collection of project management templates, project management checklists and tips supports you when planning, implementing ..." />

DE - ES - ITIL Project Management Templates - ITIL Project Management Checklistsdiese Seite auf Deutschesta página en español
DE - ES - ITIL Project Management Templates - ITIL Project Management Checklists


The purpose of this collection of project management templates, project management checklists and tips is to plan, implement and manage projects professionally – which of course includes also ITIL implementation projects.

The documents are designed to provide practical support for anyone assigned to do the actual "project work". However, they are also well suited for improving the organization and implementation of some of the day-to-day routine operations.

Here, you will find information about the following points:

  • Standard terms used in project management
  • Appropriate project organization as well as the roles and responsibilities to be defined
  • General conditions and standards of project managements
  • Guidelines for the use of planning tools and methods
  • Tips and relevant practical notes
  • Standard forms and checklists to be used in project management.



Project Management
Templates, checklists and tips
Project Stage Category Template/ Checklist Details
General Principles of Project Management Arranging meetings

Checklist: Preparation of a meeting

These items should be considered when planning a meeting.

Template: Agenda of a project meeting

This template will help you determine the items on the agenda for a project meeting.

Checklist: Organizing a meeting

A clearly organized meeting can be held without unnecessary interruptions. This checklist provides guidance.

Checklist: Tips for chairing a project meeting

Helps you deal confidently with a difficult situation in a project meeting.

Template: Project Meeting Minutes

This template is used to document the results and resolutions of a project meeting.

Leadership/ Communication

Checklist: Leadership techniques in a project

The various types of leadership in a project, their characteristics, advantages and disadvantages.

Checklist: Competencies of the team members

The right composition of the project team is a key factor to the success of the project. When selecting the team members, professional as well as interpersonal aspects are of major importance.

Checklist: Competencies of the project manager

These are the skills which a project manager needs to successfully manage the customers and the team.
Project Initiation

Project goals

Checklist: Criteria and rules to be used when defining the project goal

These are the general conditions which should be considered when formulating the project goal.

Project organization

Checklist: Project organization

Executive, Project Board, Project Management and Project Team – the various project roles, their tasks and responsibilities.


This section will continuously be extended.


Note: All checklists related to project management are available in PDF format. In addition, the project management templates are provided as a Microsoft Word® template in packed form (ZIP file). To unpack the ZIP file, you can use for example 7-Zip offered free of charge by 7-Zip.