Project 2010 Bible

Appendix B. Project Management Worksheet

IN THIS APPENDIX

• Researching your project

• Planning your project

• Creating your project schedule

• Tracking your project

• Preparing for the next project

This appendix provides worksheets that help you plan every phase of a project. Feel free to make copies of these pages and fill them in as you work through your project to be sure you've covered all the bases.

Note

You can find a copy of this appendix on the Project 2010 Bible companion Web site in .PDF (Adobe Acrobat) format to help you print and use these forms.

Phase I: Research

In this phase, you gather information about the scope and goals of your project; you determine parameters, such as dates, resources, and money available for your project; and finally, you specify deliverables.

1. Ask the following people or groups of people to define the goal of this project. Note any discrepancies in their goal statements — and resolve them before you begin planning your project:

   • Your manager.

   • Your staff.

   • The manager of finance.

   • The person who manages the product or service that pertains to your project. For example, if you are setting up a new manufacturing unit, contact the production-line supervisor. If you are organizing the move to a new facility, contact the office or facilities manager.

   Write their responses here:

2. In the space provided, sketch the organizational chart of those who will implement your project. Indicate who reports to whom (a) within your general organization and then (b) specifically for this project ...