Top 10 Quick Tools
for Projects and IT Planning
TOOLS: TOP TEN
Get a head start on planning with our most popular offerings from the Quick Tools collection. Each tool is in PDF format, ready for instant use.
See and select your tools from the list below:
#1 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.
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#2 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.
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#3 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.
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#4 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.
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#5 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.
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#6 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.
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#7 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.
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#8 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.
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#9 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.
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#10 The Stakeholder Analysis Worksheet
Document and analyze "project stakeholder" roles, interest and
influence, and then plan related organizational strategies.
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