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Example Capital Project Management Checklist In Ms Excel By California State University

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Claudia Eggers October 23, 2020 Project Management

To start we will be clear that we are not going to deal here with repetitive implementation / rollout projects where a template plan has been refined over a series of projects and becomes a standard checklist for project management (for example for COTS - commercial off-the-shelf software). This article is about those one off (or initial template try-out) projects. These projects may be within organisations small, medium and large.

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One of the challenges of explaining project management to people who are unfamiliar with the approach, is that descriptions are often either so high-level as to be meaningless, or so detailed that they are overwhelming. Over the years, I have come to use a model as a framework for introducing and discussing project management tools and techniques. It can be used as the basis for a five-minute explanation of what is involved in project management, but also as an outline for more detailed discussions. The actual model can be found on the Key Consulting website under free templates and info.

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The First and main benefit I think of is structure. These templates show you the best way and cycle to follow to tackle an important project. There are a lot of things people have to do along with planning their project. It often happens that managers have a many other things to deal with which often causes problems. These templates give you structure and clarity. They simplify the planning process which enables a smooth process. This simple yet professional way of presenting your project is bound to impress your boss. Confidence - These templates would help you create high quality documents. This would definitely boost your confidence while planning. They would help make your work look professional. This would help your employers trust and belief in you as well.

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Regardless of terminology a company uses, the purpose of the WBS is to organize the project into various deliverables or summary reporting levels. Some of the traditional stage (or phase) levels in IS projects include project definition, analysis, design, development, testing, implementing, and project review. Whether a project has standard levels or not, the main purpose of these higher levels is to group the detail tasks, allowing project administrators to more easily track the project`s progress.

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With simple projects, a tool such as a Gantt chart may make over complicate the project scheduling. Unless all team members are trained in the tool then the use of the tool may itself lead to poor communication and an unsatisfactory result. A simple project such as those identified above may only require a timetable and/or an action plan. All those in the project team should be communicated with as to their tasks content and timing. Timetables can then be negotiated and agreed, actions lists or diaries/calendars can be used for recording and planning purposes.

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When it comes to choosing tools for managing a project, there are several options that are available to you. In the past several years, many tools that were in use were general purpose tools. Nowadays, software tools have been created specifically for managing projects in specific industries. In addition, these tools are available in different types such as automated tools that could be installed on local computers or on a network server where different users can access them. There are also Web-based tools and paper-based tools, which include forms, templates and checklists.

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