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Templates Tools of the PMO Merilee Van Duzer, PMP Forward Solutions, Inc mvanduzer@forward-solutions.net (916) 296-6266
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What is the problem? Source: http://www.watermarklearning.com/Critical_PM_Factors_Cont.htm
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Why use templates?
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Pitfalls
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Template Dos and Don’ts
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Standard template sections for document administration About this document – objective, purpose Related documents – other project docs that help reader understand project Summary of changes – version, date, author and description of change Reviews and Approvals – who, role, date Distribution list – stakeholders to receive completed document
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Properties
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Insert a field in a document
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Places to go to find templates http://www.vita.virginia.gov/projects/cpm/templates.cfm http://www.oft.state.ny.us/pmmp/guidebook2/index.htm#Download%20the%20 Guidebook http://www.colorado.gov/oit/documents/projectmanagement/PMUG_PM_Comm onMethodologyv1.0_March2006.pdf http://www.state.mn.us/portal/mn/jsp/content.do?subchannel=- 536890651&programid=536910282&id=-536890276&agency=OETweb&sp2=y http://www.state.nd.us/epm/training/guidebook/index.html http://cio.vermont.gov/epmo/templates http://www.bestpractices.cahwnet.gov/Documents.aspx http://www.herdingchickens.com/html/book.forms.html http://www.projectconnections.com/ http://www.tenstep.com/ http://www.gmis.org/library_frame.html https://secure.pmi.org/memberapp/code/premium_content/kwc/KWCTopic_for ms.asp http://www.method123.com/index.php
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