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Worksheets and Templates

1. Initiation (Idea/Think)

  • Vision (PDF)
  • High Level Requirements (PDF)

2. Planning (Plan)

  • Work Breakdown Structure (WBS Tree) (PDF)
  • Sequencing and Dependencies (Bubble diagram) (PDF)
  • Resource / Skills List (PDF)
  • Schedule (Excel)
  • Team Roster and Roles (PDF | Excel)
  • Risks (PDF)
  • Tell People About it! – Communication Plan (PDF)

3. Execution (Do)

  • Detailed Requirements (PDF)
  • Task Details (PDF)
  • Decisions (PDF)

4. Closeout (Finish up)

  • Lessons Learned (PDF)

5. Control (Lead, Check & Correct)

  • Budget: Income / Expense (in development)
  • Quality Check (in development)
  • Are We On Track? (in development)
  • Working with People (in development)