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Beyond the Business Case: Projects in the Enterprise Architecture
From Gartner PPM Summit
By identifying the common themes between PPM and EA, both have the opportunity to strengthen each other and do more with less. Failure to rationalize EA and PPM is negligence. In this presentation, Gartner V.P. Robert Handler will look at the theory, reality and opportunity behind a collaborative approach.

Project Scope Statement Outline ( Evaluation Form Plan Sign-off Form / Plan Sign-off Form / Sign-off Form - Template )
Use this template as a quick and dirty way to outline your project scope statement.

Project Commitments Agreement Form ( Sign-off Form - Template )
Sometimes you can't do it on your own. You need a little help from your friends. The same thing applies to projects. Sometimes you need outside resources to get something done. Use this form when you need to go outside of your project team for what you need.

Risk Trade-off Assessment Matrix
For the visually-oriented project manager, use this matrix to track risks by severity of consequences and probabillity of occurrence.

Sample Project Plan ( Plan - Template )
You need more than a boss idea to make a project come to life. You need a project plan solidly rooted in a business case.

Project Notification Form ( Request Form - Template )
You're about to develop a project. How do you announce what you are about to undertake so your bosses and potential project stakeholders know what you're up to? Skywriting is expensive these days, and singing telegrams are so passe. We suggest this form.

Project Notification Sheet ( Template )
Are you intending to develop a project? You need a project notification sheet.

Project Proposal Compliance Assessment ( Evaluation Assessment - Template )
The purpose of this document is to assess whether a project proposal meets an acceptable standard. Does your project proposal measure up in terms of scope, cost, timeframe and governance?

Project Issues Register ( Template )
The project issues register records details of all issues identified at the start and during the life of the project, the action taken to address each issue and the subsequent results. Maintain this register throughout the project and update it regularly as existing issues are closed and new issues are added.

Project Activity Completion Report ( Report - Template )
The project has come to an end. Use the project activity completion report to indicate the status of key factors and how the project met these factors upon closing.

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Privacy Policy Checklist
Protecting your customers' personal data should be job one. If you don't have a privacy policy in place, you need to do that five minutes ago. This checklist will help ensure that your privacy policy will be successfully put together, rolled out to the troops and followed.

Simple Cash Flow Matrix ( Report - Template )
Here's a simple and practical Excel spreadsheet set up so you can calculate cash flows.

Major Service Change Request ( Request Form - Template )
This document details the impact a proposed IT project or major service change will have on the current and planned infrastructure of an enterprise.

Application Maintenance Manual ( Report Specifications/Procedures / Specifications/Procedures - Template )
The Application Maintenance Manual presents information on your system and describes the programs in technical detail to assist the maintenance programmer. It is written for personnel who are responsible for the maintenance of the system and who need to understand the operating environment, security and control requirements.

Sample Project Plan Template ( Plan - Template )
If you need a simple, straightforward project plan template for an IT project, we have what you are looking for.

Project Proposal ( Plan - Template )
You have a great idea for a proposal. Here's a way how to put it in writing to catch the attention of sponsors, potential stakeholders and your upper management.

Sample Post-Implementation Review Report ( Evaluation Assessment - Example )
The project is over, and the product is deployed, installed, implemented and up and running. Now is the time to prepare the post-implementation review report, which is both a project post-mortem and measurement of client satisfaction, as well as a way to document lessons learned and future recommendations.

Project Plan for a Business Case ( Evaluation Assessment - Template )
If you have to make a business case for a major proposal (a serious undertaking), you need a plan.

Sample Project Transition Plan ( Plan - Template )
The project calls for delivering a system to a customer. For that, you'll need a sound plan as well as a sound product. We can't help you with the product, but we can help you with the plan.

JAD Preparation Form ( Evaluation Form Report / Report - Template )
Joint Applications Design Planning is aimed at reaching a consensus on a project request and developing a Detailed Project Plan that meets the Client’s Conditions of Satisfaction. The DPP then outlines the work breakdown/approach, estimates of activity duration, resource requirements and assignments, project network and activity schedules, and next steps.


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