Looking for deliverables from past classes? Great resource materials? Project Templates, Tables, Checklists or Team insights? They’re in here! Benefit from your past classroom experiences or those of other PMA classroom participants. From Project Risk Models to Project Management Checklists, the full breadth of options are at your disposal!
There are three documents here. One is the decision model that was created by the Managing Multiple Projects class at PMI SeminarsWorld MEGA event in Orlando Florida (June 2019). The other two are tools that they created. The first is an inventory control document. The second is an issues log and the workflow associated with it.
As always, my thanks. The team did an amazing job of putting together a threat/opportunity model during the Risk Management Class in Scottsdale! Their efforts are rendered here. This model is designed to allow for relative evaluation of the threat and opportunity associated with any project within an organization. (For your personal organization, of course, some modifications would be required).
An exciting and busy class! These are all of the deliverables from the Managing Multiple Projects Class, including the Decision Model (which they know needs updating for their own organization) and all of the student protocols to make life just a little bit better!
Students in the LasVegas PMI SeminarsWorld class generated deliverables to be applied across multiple projects. These include:
This is the risk model created by the students in the PMI SeminarsWorld event in December of 2018.
This is the risk model that was developed by the participants in PMI SeminarsWorld-2018-Orlando, Florida. It’s a model to illustrate how you can develop the official organizational positions on threat and opportunity, and how to ensure there’s a consistent interpretation of those constructs.
Students in the June workshop generated their answers to the problems of the Multiple Project environment.
The solution on what to do when everyone says “It’ll take 40 Hours”
The rules set established by the teams to ensure multiple projects are consistently well-managed
The framework for a decision model (in XLS) to facilitate multiple project prioritization
The basic “rules of the road” for dealing with and ensuring effective meetings
A high-level view on how to deal with Sales departments that over-promise when resources are thin
These are the outputs from the students in the MMP SeminarsWorld Course presented in San Francisco CA in November of 2017. They include a Timesheet Template, Risk Management introduction plan for kick-off meetings, a meeting agenda template, a documentation maintenance template, and a set of protocols to achieve buy-in on the schedulehttps://carlpritchard.com/NEW/MMP-2017-SanFran.zip
Thanks for the hard work!
Students participating in the July 2017 Managing Multiple Projects training in Indianapolis, Indiana, developed a decision model, guidance on obtaining project commitment, and two separate protocols to enhance meeting performance and approaches.
These deliverables were created in October 2016 by the Managing Multiple Projects Class. They include: Change Request documentation, Document Revision Table Template, Earned Value Management System protocols, Executive Reporting Trigger Documentation, a one-page management status format, and a project charter adjunct to increase executive attention.
These deliverables include: a calendar update protocol, change order e-mail template, communications resource structure, project charter template, project dashboard and team member update template
These are the student outputs from the most recent PMI SeminarsWorld Managing Multiple Projects class in Scottsdale, AZ in March of 2016
Travel Manager Guidance, Vacation Planner, Manager Engagement Protocol, Lessons Learned Repository
These are the risks generated by participants in the July 2013 workshop at Norbeck Country Club with the master, Lee Lambert…
These are the deliverables created by the students in the MMP class offered at BGE in April 2013
Created by Students in the advanced risk management class in April of 2013
This is the risk model created in class at the 2012 San Diego Seminarsworld Event.
The attached are the files created by participants in the September 2012 US-AMRIID Managing Multiple Projects Training
This is the risk model that was created by the Baltimore PMI class on risk tools and metrics
These are the student deliverables from the Syracuse session of Managing Multiple Projects at BNY-Mellon
This is the risk model (in Excel) created by the Advanced Risk Management class held by the Washington DC Chapter in May of 2012. It's a large model
These students came up with some of the best deliverables in the course. One is a powerful decision matrix. The other is a source selection table in Excel. Both have great merit.
These are the outputs from the BNYMellon classes in October 2011 in both the UK and NYC.
This Initiation Process protocol was generated by participants in the Managing Multiple Projects course for PMI In September 2011. They felt that it would also be appropriate to add a node for risk management, but were hampered by the constraints of time.
Students in this class created a PPT file for a Project Status Report Template (with a Word document that provides guidance) and a Resource Depth Template in Excel. The resource depth chart is a one-of-a-kind effort for this course, and an impressive tool for those who need to be able to "reach out and touch someone" who can support them
This is the risk model developed in the risk tools, metrics and models class presented through Baltimore PMI in June 2011.
The deliverable here is the effort of the team in the April 2011 Managing Multiple Projects course offered through PMI. They generated a project priority matrix designed to allow for more effective portfolio management in an Excel Spreadsheet.
These deliverables were generated by participants in the classroom session in Livonia Michigan in March 2011. They are password-protected to TRW participants only.
The following were created exclusively for BNYMellon Students in the Managing Multiple Projects Course held in Pittsburgh in February 2011
These are the outputs of the Managing Multiple Projects DL (e-learning) class offered through PMI e-SeminarsWorld. They include a protocol for ensuring that meeting attendees actually show up for meetings and the form/format for a traceability matrix to ensure requirements are met.
These are the risks generated in the November 22 2010 session of "Risk Management" presented at the Ansaldo facility in Pittsburgh. The password was sent to participants in their "certificate e-mail"
Participants in the MMP Course in Scottsdale came up with six simple tools/practices/protocols to deal with meeting attendance, missed milestones, introducing new team members, scope creep control, support team commitment and missing links in forms. Their efforts are in the attached files.
Both teams in this class opted to generate dashboard, with some similarities and some interesting and distinctive differences.
This is the risk model developed by the participants from the Silver Spring Chapter of PMI during the Advanced Risk, October 2010 class
A student-team-generated template that Deciders/Advisors/Informers can use to ensure communication is up to date. The team came up with a template that captures the necessary information that will allow the user to make a decision or at the very least, be informed enough to say they need more information. Used in concert with the project roles identified (presumably documented within each projects PMP), this template can ensure decision requests are sent to the proper decision maker (only) with a visible milestone for when the decision is needed and provide each decision maker vested stakeholder input to the issue/decision request before it gets to them for action.
This file includes the efforts of two teams from the Managing Multiple Projects course in August 2010 aboard the Cruise Ship Sensation. The teams both opted to generate guidance on how to ensure improved processes. One team generated basic rules of the road for meeting facilitation, while the other built a protocol on ensure more effective Vendor-Client relationships
Students in the June workshop generated tools, templates and protocols, including a Customer Survey Template, three types of project status updates and a meeting minutes protocol and template.
These are the student deliverables from the May 2010 MMP class in Philadelphia, PA. They include the project resource status update template, the project summary template, a project closure template and project closure checklist, a management baseline project scope reminder, standardized workplan format, meeting agenda and minutes template, and a sample tiered communications management plan.
Students in this class generated the following tools and templates: Status report template (PPT), Request for Service Prioritization Matrix (XLS), Scope Template (Word), Project(s) Health Report (Word), a Closing Project Protocol (Word) and Lessons-Learned Storage templates (XLS)
The following deliverables of tools and templates were developed by the PMI SeminarsWorld class for Managing Multiple Projects in Naples, Florida in March of 2010. They include a template for a prioritization approach, including a weighted model, a standardized status dashboard for high-level and detailed reporting, a human resource commitment matrix to ensure higher levels of management commitment to resources allocated to projects and a resource utilization calendar, for use as a "desk blotter" view of resources in use or pending use over a two-week (or two time-period) period.
This posting represents the work of students in the PMI e-SeminarsWorld program – "Managing Multiple Projects" from February 2010. Students created protocols, tools and templates as deliverables for the final team exercise in the course. This session's team deliverables include:
Resource Allocation Assessment protocol and tool, WBS Development process, requirements management protocols, and cross-project solution strategies.
These deliverables from participants in the Managing Multiple Projects class of December 09 include Protocols for timely project closure documentation, functional support documentation, meetings, and communications breakdowns. These also include a Deliverables Status Matrix, a Major Dependencies log, a Project Charter Template, Status report and tack action item templates and a resource breakout by program.
Student deliverables from PMI eSeminarsworld Class. Project Templates and Project Support Plan Samples. Solutions for Communications Breakdowns, Management Buy-in Project Charter Template, Resource Breakout by Program, Task Action Item List Example, Functional Support Protocol, Project Closure Protocol, Meeting Protocol
This model was created by participants in the Baltimore Advanced Risk Management session.
The deliverables from the October class included:
Checklists for assignments
Performance feedback templates
Project Portfolio Evaluation template
a Project Planning and Monitoring Process flow diagram
This was a risk model (modified later by the instructor) created by the participants in the Advanced Risk class offered in October 2008 by the Baltimore Chapter of PMI. Note that I changed some of the verbiage for clarity. To modify for your own use, use the "Tools/Protection" function to unlock the sheets.
These are the outputs generated by the Managing Multiple Projects course presented on-line as a component of eSeminarsWorld for the Project Management Institute.
This is the largest risk model ever created by PMA students. They incorporated a host of different approaches. My best recommendation? Download it. Sort through for those that come close to your organization. Delete the rest. Alter the minimums and maximums for Opportunity and Threat accordingly. Ta Da!!! You've customized your own!!
Webinar Slides on Setting Project Priorities
These are student-created deliverables from the MMP-on-line class from December 2007. They include the following project management tools and templates: (1) Application Policy Template and Change form (2) a Project Charter Template (3) a Project Communications Brief Template (4) a Project Communications Plan Template (5) an SDLC gating process (Systems Development Life Cycle). Kudos to the professionals who built these!!
These are the tools and templates generated by participants in the Scottsdale Arizona PMI SeminarsWorld class-They include an Action Item template, a template for dealing with changes in the organization's project methodology, a schedule compliance worksheet, and two lists of success elements (one for a project and another for a portfolio environment).
This project risk model was generated by participants in the Pritchard Management Associates program in Cranberry Township, PA in November of 07
Student-created Project Management Templates. These include some very impressive outputs–Project Communications Plan in Excel and Word, Action Item Register or Action Item Log in Excel and Schedule Communications Template
These are the student outputs from the August 2007 Managing Multiple Projects course from PMI's eSeminarsWorld. Deliverables from this group include: A change control template (CCB report), a project requirements checklist and template particularly for dealing with external vendors, and a highly detailed resource request form.
These were recommendations of the Atlanta PMI chapter from a dinner August 6, 2007
These are the outputs from student exercises related to production of consistent protocols and practices from the MegaSeminarsWorld Event in Orlando. Deliverables include:
– Sample Briefing Outline / Briefing Protocol for Status Reports
– Project Closure Protocol
– Project Requirements Checklist
– Project Boundaries Document
– Meeting Minutes Template
These are the supplemental slides for the Communications Management Stakeholder Management Discussion
These were student deliverables from the San Jose Project Communications Management Class. Decision Register, Change Management Template, Procurement Process and Project Cost Estimating Template
Managing Multiple Projects' Deliverables from PMI on-line Managing Multiple Projects course. These include a document detailing the protocol for long-term management buy-in, a project charter and resource allocation questionnaire format and a set of protocols for peer reviews.
This risk model was developed by participants in the Advanced Risk Management session held outside Harrisburg PA with the support of the Keystone PMI Chapter
Notes and Sample Risk Model for Client Consideration
This is a balanced scorecard risk model created by the Austin PMI Chapter members in attendance for the Advanced Risk Management workshop in 2007
This is an introductory sample of a Pritchard Management/ProjectConnections.com podcast
These are the steps that are taken to initiate wall walks as a standard practice for creating shorter organizational meetings and for ensuring consistency in performance.
Participants in the eSeminarsWorld course, Managing Multiple Projects, created the functional requirements for a virtual team room, clarifying what should be there in a best practice environment.
These were generated by participants in the on-line eSeminarsWorld session of Managing Multiple Projects
The tools included herein were generated by the participants of PDUs for Pennies offered at Avenel Country Club in January, 2005. These tools are the ones which directly lend themselves to a Word® format, in contrast to those recommendations which would require more extensive software solutions.
These were generated by managing multiple projects teams in an October 2006 session of the course.
This status report template was developed by a team in order to get more consistent status reporting.
This was generated by a Managing Multiple Projects team effort. Well done!
This is a risk model generated by the Minneapolis area chapter of PMI (who, by the way, are wonderful hosts!)
This risk model was created by the Kansas City PMI in a workshop there.
At a risk presentation, one participant noted that it would be nice to get a clear sense of what belongs in a risk management plan. This is my response – Carl
This risk checklist was generated by the Atlanta Advanced risk session in 2006. The Excel flourish was added by PMA.
Presentation given to the London, Ontario chapter of PMI®
This scaling template is designed to use qualitative measures to evaluate relative project priorities within an organization
This was created to facilitate the initiation of projects that are internal, rather than externally driven.
Template created by participants in the Project Communications Management session
Guidance created by Managing Multiple Projects participants on how to structure effective process improvements.
Templates generated by the on-line Managing Multiple Projects groups in March 2006
Another version of a risk model, this one created by a team in Orlando
This was generated by a Managing Multiple Projects group in Atlanta in 2001.
This is a data template to ensure that all of the essential information is gathered as a new project is initiated.
These are deliverables from the September 05 eSeminarsWorld (PMI) session of Managing Multiple Projects.
This is guidance on what needs to be incorporated to make a meeting more effective.
This was generated by the February 2005 Session of Managing Multiple Projects with PMI's eSeminarsWorld.
This is a stellar piece of work from the February 2005 group in Managing Multiple Projects on-line. These folks put together an exceptional proposal plan template.
These were generated by the eSeminarsWorld session in December 2004
These templates were created by the 2001 sessions of Managing Multiple projects in Sydney Australia and Wellington, NZ.
This file includes the following student inputs from the Managing Multiple Projects e-learning course offered by PMI in 2006.
A custom report template
A communications management plan template
A monthly project review template
A process for creating a master schedule
A protocol for communications management
Lessons Learned Template
Outstanding samples of project management
These were generated by the 2004 session of Managing Multiple Projects in Orlando, FL
The templates below were generated by the Managing Multiple Projects class offered in Cincinnati, Ohio in January 2002. The first (Status Report) was provided through the generosity of Rick Talbot, PMP, whose team modeled their classwork after his efforts.
A thorough, well-considered format for incorporating all information essential to good meeting minutes and to ensuring that those minutes will include elements such as action items and acceptance signatures.
This was generated by a student group in San Diego to serve as guidance for setting up project folders on the LAN. It also serves to establish how team folders should be set up, as well. There are also a couple of other templates from other teams.
These forms were developed by the participants in the Managing Multiple Projects program at PMI SeminarsWorld® in Scottsdale, AZ in April, 2004. They are intended for the use of participants in Pritchard Management Associates’ and PMI programs.
For the forms on this page, they are currently "unlocked" for modification. To lock them down and make full use of the "forms" function, in Word, go to View/Toolbars/Forms and once the toolbar is open, click on the padlock icon to lock the form in place and make full use of the form fields.
A simple template for archiving lessons learned information, encouraging some best practice in terms of how the information is stored.
This is the Gantt Chart for the ongoing team exercise for participants in PMI's eSeminarsWorld classes on Managing Multiple Projects, taught by Carl Pritchard, PMP
Powerpoint slides in PDF format from the dinner presentation
For those in a virtual management environment (physically dispersed teams), this template is designed to identify how/when/if team members must make contact with the home office to ensure efficacious communication.
This form was created by a communications management class to address the concerns associated with trying to get consistent information about the status of multiple projects.
Generated by the Toronto '05 National Congress Teams
Deliverable 1 – Communications Plan : Excel Worksheet
Deliverable 2 – Impact Analysis/Decision Request Form : Word Document
Deliverable 3 – Roles and Responsibilities : Word Document
Deliverable 4 – Meeting Protocol to Ensure Prereadings
Deliverable 5 – Gathering Unknown or Unexplored Data
Deliverable 6 – Project Reporting Format for e-mail
Deliverable 7 – Meeting Rules
Created by students in a 2005 class, this includes teleconference protocols, e-mail protocols, change forms, change management protocols and a wealth of other insights from the professionals in the class
Forms and Template information for a change management process – Generated by Students in Managing Multiple Projects
The largest single risk model created by any group session. An opportunity to peruse the insight of your peers in depth.
In an issue of IT Metrics Magazine, the following article (by Carl) highlights the pain and angst of trying to set metrics in a metrics-lite environment
With apologies to Clement Moore…
(PMP® is a registered trademark of the Project Management Institute of Newtown Square, PA
Risk Model Created and Generated by participants in the Atlanta Advanced Risk Management Class
Carl Pritchard will lead a special two-day PMP® Preparation Course experience October 19-20 in Montgomery County, Maryland. Details and registration forms in the attached PDF brochure!!
This package includes a business requirements checklist (Excel) and four protocols, including one for setting up a project documentation repository, one for e-mail traffic, one for management consistency on status reports and one for establishing testing and development facilities. My thanks to the teams in this term's "Managing Multiple Projects" course.
his is a template for project initiation created by Team Northeast. One more for your use… Another Managing Multiple Projects Deliverable.
These student groups developed a Project Testing Template, which consists of a step-by-step outline of activities required to ensure a good first take on establishing test schedules. They also developed simple guidance on virtual meeting protocol. Kudos to the PMI Managing Multiple Projects teams!
The following worksheet was created by Team Delta for the On-line version of PMI's Managing Multiple Projects course in December 2004 (Carl Pritchard, Instructor). For more information on the course and how/why this worksheet was developed, contact Carl at firstname.lastname@example.org or 301-606-6519
Carl Pritchard will lead a special two-day PMP® Preparation Course experience October 19-20 in Montgomery County, Maryland. Details and registration forms in the attached PDF brochure!!
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