Quick Tools:
Project Planning Tools, Forms, Templates and Scorecards
Jumpstart Planning with Project
Quick Tools
The ITtoolkit.com Quick Tool collection is our level
one series of free
planning forms, templates and scorecards for managing projects -
aligned with our
fast track project
management
model. Also See: IT Planning
Tools
Quick Tools are available in PDF format for instant download with free membership at ITtoolkit.com. Registration is fast and easy. We ask only for limited demographic information so that we can keep up with our members needs and interests. We do send periodic newsletters and announcements, but we will not clutter your inbox with unwanted mail. Sign up today and gain access to our entire collection of quick tools and how-to articles. Privacy Policy
Select tools from the listing below:
PROJECT SELECTION QUICK TOOLS
Aligned with the selection phase of the fast track
management process.
The Project Proposal Scorecard
Evaluate project proposals according to five specific
criteria, ranking related results. The form lets you score
proposals and document related conclusions.
start download
The Project Request Form
Collect project start-up information to document and submit
requests for project services and/or approval.
start download
The Project Skills Scorecard
Evaluate project team skills, and assess readiness to complete
the project at hand.
start download
PROJECT DEFINITION QUICK TOOLS
Aligned with the definition phase of the fast track
management process.
The Project Scope Template
Document scope at a high level, describing scope elements to be
included and excluded (a.k.a. scope inclusions and exclusions).
Use it jump start your scope planning and as changes occur.
start download
The Requirements Planning Worksheet
To ensure successful results, project requirements must be
clearly stated and approved before work begins. Use this form to plan and document project requirements and related goals,
objectives, needs and more.
start download
The Deliverables Acceptance Form
Create a fast, easy "contract" between project stakeholders to
ensure that everyone has the same expectations regarding the purpose and
function of key project deliverables.
start download
The Risk Assessment Survey
Risk management is a critical element of project success.
Document risk analysis information and conclusions relating to risk
type, probability and impact.
start download
The Assumptions and Constraints Worksheet
Project assumptions and constraints form the basis of project
plans and work activities, establishing expectations and limiting
conditions. Use this form to track identified
assumptions and constraints as part of project definition
tasks and activities.
start download
The Stakeholder Analysis Worksheet
Document and analyze "project stakeholder" roles, interest and
influence, and then plan related organizational strategies.
start download
The WBS Planning Worksheet
As the project proceeds, the WBS guides the
overall work effort, as well as specific tasks and activities. Use
this form to document and plan key elements of the project Work
Breakdown Structure (WBS).
start download
PROJECT GOVERNANCE QUICK TOOLS
Aligned with the governance phase of the fast track
management process.
The Job Profile Template
Plan and document project job descriptions. These job
descriptions define expected "roles and responsibilities" for project
team members define work effort and put everyone on the the same
page.
start download
The Team Mission Statement
Prepare and document the assigned "mission" for a given project
team. Use it as part of the governance process or whenever the
project mission changes.
start download
The Project Office Mission Statement
Whether the PMO (project management office) is large or small,
it needs a defined mission to establish charter and purpose. The
PMO Mission Statement quick tool, in PDF format, is used to quickly
document key goals and objectives for the PMO.
start download
The RFP Evaluation Scorecard
Once responsive proposals have been submitted in response to an
RFP (request for proposal), you must review each in an organized,
meaningful fashion. Quickly score proposals
according to a set of pre-defined criteria.
start download
PROJECT OVERSIGHT QUICK TOOLS
Aligned with the oversight phase of the fast track
management process.
The Issues Evaluation Form
Rate and rank potential project issues according priority,
impact and consequences, and to also document proposed management
solutions. Record signoffs to ensure that issues management
decisions are properly approved.
start download
The Meeting Agenda and Notification
Template
Document meeting information and communicate with attendees,
covering logistics (date, time and location), meeting goals and purpose,
agenda items (with estimated time allocations), pre-meeting
instructions, and RSVP information.
start download
The Checkpoint Planning Worksheet
Management checkpoints keep a project moving forward, and are used
as a measuring stick to
determine whether sufficient needs have been met to move to the next
phase. Use this form to identify and track approved checkpoints.
start download
The Status Report Template
Report on current status for all major tasks due in a given
period and enter notes to explain variances and list upcoming
objectives. Use this form as a stand-alone report or to supplement
other reporting formats.
start download
The Change Request Form
As projects proceed, changes occur - either by choice or
necessity. No matter the origin, changes have to be tracked and
controlled. Use this form to document and track
changes as they pop up during the project lifecycle.
start download
The Project Budget Template
Track and document project related expenditures for specific
periods of time (and as compared to planned spending in the project
budget).
start download
PROJECT REVIEW QUICK TOOLS
Aligned with the review phase of the fast track
management process.
Project Performance Survey
Collect feedback on project performance and status.
Use this form when the project is completed or as needed throughout the project
process to get a quick grasp on how the project is proceeding and how
performance is perceived.
start download
Project Closure Checklist
Project closure is the last phase of the project lifecycle,
signaling the end of the project. Closure processing must be
timely and inclusive to ensure successful results. Use this
checklist form to quickly identify and
track key closure tasks and activities.
Download
RELATED READING
Find original articles to manage projects, deliver IT
services and develop essential skills.
ITtoolkit.com articles provide tips, techniques and tactics
for managing projects and IT services. Our articles
are organized according to our
management
model concepts for how-to reference.
