Actual

Cost (assign some

Planned Planned Planned value as you see Earned
Cost Duration Finish fit) Status ( % Value
EV Date No Activity (for Effort Hrs) (Days) (Day) (for Effort Hrs) complete) (for Effort Hrs)
1 a1 7 1 Day 1 8 100% 8
2 a2 11 1 Day 2 10 80% 8
3 a3 5 0.5 Day 3 2 100% 2
4 a4 4 0.5 Day 3 12 100% 12
Yesterday 5 a5 8 2 Day 5 12 80% 9.6
Today 6 a6 4 1 Day 6 5 55% 2.75
7 a7 12 3 Day 9 0 0% 0
8 a8 11 2 Day 11 0 0% 0
9 a9 3 1 Day 12 0 0% 0
Total 65 12 49 42.35
BAC Est. Time

PMP®GURU a PMP Certification training from www.GURUTTAM.com EVM Tool

All rights reserved 2008

Try to change Actual Cost (Gx) and Status Complete (Hx) and check on the CPI, SPI, EAC, ETC.
As on Today that gives a picture of the changing characteristics of project behaviour
Does not illustrate critical or non critical activities
Disclaimer Notice. It is a guide only
 70.00

60.00
Likely Cost Total Likely Time Likely costs
CPI = SPI = EAC = Total ETC = Balance 50.00
PV AC EV ev / ac ev / pv bac / cpi est.time/ spi eac - ac
7.00 8.00 8.00 1.00 1.14 65.00 10.50 57.00 40.00
18.00 18.00 16.00 0.89 0.89 73.13 13.50 55.13
23.00 20.00 18.00 0.90 0.78 72.22 15.33 52.22 30.00
27.00 32.00 30.00 0.94 1.11 69.33 10.80 37.33
35.00 44.00 39.60 0.90 1.13 72.22 10.61 28.22 20.00
39.00 49.00 42.35 0.86 1.09 75.21 11.05 26.21
51.00 49.00 42.35 0.86 0.83 75.21 14.45 26.21 10.00
62.00 49.00 42.35 0.86 0.68 75.21 17.57 26.21
0.00
65.00 49.00 42.35 0.86 0.65 75.21 18.42 26.21 1 2

Performance Forecasts

PMP®GURU a PMP Certification training from www.GURUTTAM.com EVM Tool

Srikanth K, PMP

BAC
70.00

60.00

50.00

40.00

30.00

20.00

10.00

0.00
1 2 3 4 5 6 7 8 9
PV AC EV

Planned Forecasts

BAC Est. Time EAC ETC

65 12 75.21 18.42

Forecasts
Row 18

75.21
65

18.42
12

BAC Est. Time EAC ETC

 GURUTTAM.COM
Free To use: Send an acknowledgement to info@guruttam.com

PERT Estimate Tool

Estimate Opti. Likely Pessi. PERT SD Variance Range Range
Activity O M P (P+4M+O)/6 (P-O)/6 Var=SD^2 Low High
A 10.00 20.00 30.00 20.00 3.33 11.11 16.67 23.33
B 5.00 15.00 25.00 15.00 3.33 11.11 11.67 18.33
C 14.00 27.00 47.00 28.17 5.50 30.25 22.67 33.67
Precison Used 2 Decimals SUM(PERT) SQRT(VAR) SUM(VAR)
Jan 07 Estimate Project 63.17 7.24 52.47 55.92 70.41

A 12.00 20.00 28.00 20.00 2.67 7.11 17.33 22.67

B 8.00 15.00 22.00 15.00 2.33 5.44 12.67 17.33
C 15.00 25.00 30.00 24.17 2.50 6.25 21.67 26.67
Precison Used 2 Decimals SUM(PERT) SQRT(VAR) SUM(VAR)
Feb 07 Estimate Project 59.17 4.34 18.81 54.83 66.67

A 13.00 20.00 25.00 19.67 2.00 4.00 17.67 21.67

B 12.00 15.00 19.50 15.25 1.25 1.56 14.00 16.50
C 18.00 22.00 24.00 21.67 1.00 1.00 20.67 22.67
Precison Used 2 Decimals SUM(PERT) SQRT(VAR) SUM(VAR)
Mar 07 Estimate Project 56.58 2.56 6.56 54.02 60.83

A 19.50 20.00 20.05 19.93 0.09 0.01 19.83 20.02

B 15.00 15.00 15.25 15.04 0.04 0.00 15.00 15.08
C 15.00 20.00 20.00 19.17 0.83 0.69 18.33 20.00
Precison Used 2 Decimals SUM(PERT) SQRT(VAR) SUM(VAR)
Apr 07 Estimate Project 54.13 0.84 0.70 53.29 55.10

Disclaimer Notice: All data a samples and for guide purpose only
 S R I K A N T H, K PMP
http://guruttam.com

Activity For Jan07 For Feb07 For Mar07 For Apr07

A 11.11 7.11 4.00 0.01
B 11.11 5.44 1.56 0.00
C 30.25 6.25 1.00 0.69

Variances Trend
Variances

35.00

30.00

25.00

20.00

15.00

10.00

5.00

0.00
For Jan07 For Feb07 For Mar07 For Apr07
 MONTE-CARLO SIMULATION B
Workpackage Activities Total
Project
Estimate A B C Estimate
Iterations Min 250 150 210 610
Max 275 180 225 680
1 252 272 266 790
2 261 257 252 770
2 260 255 262 777
3 257 264 255 776
3 272 267 252 790
4 264 257 257 778
4 253 264 252 769
5 250 253 270 773
5 273 259 272 804
6 269 259 256 783
6 269 272 257 798
7 274 272 266 813
7 250 259 256 765
8 273 265 272 810
9 267 264 252 783
10 272 273 250 795
11 262 265 256 784
12 259 265 266 790
13 261 259 269 789
14 266 265 272 803
15 270 275 271 815
16 261 259 267 786
17 259 251 266 776
18 262 273 256 791
19 274 256 256 786
20 273 268 266 807
21 265 267 272 804
22 267 273 266 806
23 259 250 262 771
24 251 260 260 771
25 271 262 266 799
26 274 259 272 805
27 262 273 254 789
28 265 265 267 797
29 270 264 253 787
30 270 252 270 792
31 259 266 260 785
32 252 252 262 765
33 259 256 271 786
34 259 251 271 781
35 268 273 267 807
36 269 253 265 787
37 272 275 254 801
38 269 255 255 779
39 267 267 251 785
40 270 251 261 782
41 269 259 260 788
42 270 266 264 800
43 254 275 265 794
44 263 265 252 780
RLO SIMULATION BASED PROJECT ESTIMATES
S R I K A N T H, K PMP

http://guruttam.com

MonteCarlo Elements Values

S = Sigma 28.58
e = Err.Limit 12.9
I = Iterations 44.17
Mean 788.89
Median 786.89
S = Sigma (refined) 12.75
e = Err.Limit (refined) 5.76
Kurtosis -0.68
Skewness 0.11

Guide
Generate random values for each activity estimates (Here, D5:D54, E5:E54, F5:F54)
Add each series of random activity cost to arrive at total project estimate (G$)
Project estimate is average of these values (sum of G5:G54)
Check with estimate outcomes with other tools like PERT etc to minimize errors in estimates
Assumptions
Each activity estimates is not influenced by other acitivity
It is for educational purpose only and an illustration version
Iterations will vary based on the estimates to arrive at better skew or kurtosis, there by minimizing errors in estimates
BASED PROJECT ESTIMATES

http://guruttam.com

Comments (Cost/Time)
The stdev of the entire population takes into account ONLY 2 (min, max) values
Sample error finding for an error less than 2% is avg(totalmin,totalmax)/50
No. of iterations required based on ((3*S)/e)^2=(3*J3)/J4)^2
Expected project estimates (cost or time). Average/Mean
Normal Distribution, assumes Median close to Mean. A difference of 0.2%
Refined, The stdev of the entire population
Refined, error limit reset to 0.8%
Relative measure of the curve(shape) with the curve(shape) in the normal distribution
Measure of asymmetry. In a normal distribution skew = 0. Tail extends right or left side

r each activity estimates (Here, D5:D54, E5:E54, F5:F54)

activity cost to arrive at total project estimate (G$)
of these values (sum of G5:G54)
mes with other tools like PERT etc to minimize errors in estimates

ot influenced by other acitivity

e only and an illustration version
n the estimates to arrive at better skew or kurtosis, there by minimizing errors in estimates
 Project Manager's score card guide
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INTEGRATION MANAGEMENT CHECKLISTS

CHARTER
Charter ID : 9999-9999-9999-9999
About Charter
Is Charter for Internal
Is Charter for external
Is Charter applicable for Project
Is Charter applicable for Phase
Is PMIS used for charter life cycle
Is Expert Judgement used for Charter
Project management methodology selected for charter defined
SOW
Is part of contract
Is external SOW influencing Charter initiation (RFP,etc)
Is Internal SOW Influenced by business need (market,legal,tech,etc)
Is Internal/External SOW a product scope
Is Internal/External SOW a strategic need
Environment
External regulations and standards referred or considered
Internal stakeholder influence referred or considered
External stakeholder influence referred or considered
Facilities or infrastructure referred or considered
Organization System influence referred or considered
Organization assets
Guideline for changes referred or considered
Guideline for closures referred or considered
Guideline for communication referred or considered
Measurement standards referred or considered
Social and Culture aspects referred or considered
Controllers referred or considered
HR policies referred or considered
Regulations and standards referred or considered
Guideline on safety & security referred or considered
Guideline on house-keeping referred or considered
Project selection history referred or considered
Process capability and maturity referred or considered
Project files (baselines, risks , calendars, etc) referred or considered
Guideline on issue management referred or considered
Financial Database referred or considered
Specific lessons learned referred or considered
Identification
Is Strategy consideration identified
Is Business need identified
Is Project justification identified
Is Budget summary identified
Is Customer requirements identified
Initial Organization identified
Project manager identified
Project manager authority identified
Project Sponsors identified
Project Initiatior identified
Selection
Project selection methods for the project defined
Project selection standards referred
Alternative ways of project execution considered
Needs assessment like (feasibility study etc) initiated and closed
Needs assessment document available for reference
Any recommendation of charter change in multiphase projects
Recommendation of charter change in multiphase projects reviewed
Recommendation of charter change in multiphase projects implemented
Communication
Is Charter highlighting alignment to ongoing works
Is Charter communication requirements verified
Is Charter communicated
PRELIMNARY SCOPE STATEMENT
Is high level budget specified
Is high level risk identified
Is high level constraints
Is high level assumptions
Is initial WBS specified
Is acceptance criteria defined
Is project objectives defined
Is project boundaries specified
Is project milestones specified
Is project configuration requirements specified
Product Scope
Is product objectives defined
Is product characteristics reviewed
Is Product Specific Standards Listed
Is Product Specific Specification Listed
Total quality checklist statements (as applicable to process groups)
Checklist compliances
Project management process groups
Project management methodology degree of confidence (%) REPORT

GURUTTAM.COM SRIKANTH krishnamo

re card guide
Project Charter
Template
Checklist
Srikanth K, PMP
Free to use, provided the footer containing
the url http://guruttam.com is maintained
It is a template, exact items can be configured
as per your project needs
Mark -1,0,1 to see management performance

No = -1, N.A = 0, Yes = 1

IPG PPG EPG MPG CPG

1 0 0 0 0
0 0 0 0 0
1 0 0 0 0
-1 0 0 0 0
0 1 0 0 0
0 0 1 0 0
0 1 0 1 0
. . . . .
-1 0 0 0 0
0 0 0 0 0
0 0 0 1 0
0 0 0 1 0
0 0 0 1 0
. . . . .
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
1 0 0 1 0
-1 0 0 -1 0
. . . . .
1 0 0 1 0
-1 0 0 -1 0
-1 0 0 -1 0
1 0 0 1 0
1 0 0 1 0
1 0 0 1 0
1 0 0 1 0
1 0 0 1 0
1 0 0 1 0
1 0 0 1 0
1 0 0 1 0
 1 0 0 1 0
1 0 0 1 0
1 0 0 1 0
1 0 0 1 0
-1 0 0 -1 0
. . . . .
0 1 0 1 0
0 1 0 1 0
0 1 0 1 0
0 1 0 1 0
0 -1 0 -1 0
0 1 0 1 0
0 0 0 0 0
0 0 0 0 0
0 1 0 1 0
0 0 0 0 -1
. . . . .
0 0 0 1 0
0 0 0 1 0
0 0 0 -1 0
0 0 0 1 0
0 0 0 1 0
0 0 0 -1 0
0 0 0 -1 0
0 0 0 -1 0
. . . . .
0 0 0 -1 0
0 0 0 -1 0
0 0 0 0 1
. . . . .
1 0 0 1 0
1 0 0 -1 0
1 0 0 -1 0
1 0 0 1 0
1 0 0 1 0
1 0 0 -1 0
1 0 0 1 0
1 0 0 -1 0
1 0 0 1 0
-1 0 0 -1 0
. . . . .
0 0 1 1 0
0 0 0 -1 0
0 0 1 -1 0
0 0 0 0 0
32 9 3 52 2
18 7 3 16 0
 IPG PPG EPG MPG CPG
56.25 77.78 100.00 30.77 0.00

ANTH krishnamoorthy, PMP

 Project Manager's score card guide
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INTEGRATION MANAGEMENT CHECKLISTS

PROJECT MANAGEMENT PLAN
Charter ID : 9999-9999-9999-9999
Plan ID : 9999-9999-9999-9999
About Project Management Plan
Is project manager authorized
Is pm plan pm processes selected for team documented
Is pm plan baselined
Is pm plan executes as a buyer
Is pm plan executes as a seller
Is pm plan meets product objective
Is pm plan meets project objective
Framework - Stakeholders
Is OBS available
Is external stakeholders list available
Is internal stakeholders list available
Is external stakeholders influences list available
Is internal stakeholders influences list available
Is RAM available
Is RBS available
Is WBS available for RBS
Is stakeholder analysis template filled
Is issues log considered
Is project life cycle match organization culture
Framework - Roles
Is level of project sponsor/initiator role clearly identified
Is project manager working in Functional organization
Is project manager working in Projectized organization
Is project manager working as Expeditor organization
Is project manager working as coordinator organization
Is level of team's role clearly identified
Is level of group's role clearly identified
Is member rolesdefined to manage scope
Is member role defined to manage risk
Is administration procedure role defined to manage sellers
Is administrative closure procedure role on audit results assigned
Is administrative closure procedure role on risks assigned
Is administrative closure procedure role on documents assigned
Is administrative closure procedure role on pm process assigned
Framework - Life cycle
Is level of pm process clearly defined
Is resources assigned to support the train on the pm process
Is resources assigned to evaluate the effectiveness of the pm process
Is tools & techniques (e.g. esti,exe,vrfy,ctrl etc) listed for achieving pm process
Is PMIS available for pm plan
Is project manager require mentoring
Is there any project life cycle selected
Is there any multiple project life cycle selected
Is there any guideline for selecting life cycle defined
Is there multiphase within a life cycle
Is the plan of purchases and acquistion lifecycle defined
Is contract administration life cycle defined
Is there sub project within a lifecycle
Is there single seller lifecycle for entire project
Is there exists multi seller lifecycle for entire project
Is the pmplan a summary or high level
Is the pmplan for high level selected
Is the pmplan for high level selected for iterative planning
Is the pmplan for high covering all in single document
Is the pmplan for high level changes requested
Is the pmplan for high level reviewed
Is the pmplan high level methods and standards implemented
Is the pmplan detailed level
Is the pmplan for detailed level selected
Is the pmplan for detailed level selected for iterative planning
Is the pmplan no. of iterations for baselining estimated or defined
Is the pmplan iterations have requested for changes
Is the pmplan iteration end have provisions for risks section
Is the pmplan iteration end risks section updated
Is change life cycle defined for deliverables
Environement and Organization assets
Is any pm plan refers to earlier projects
Is there tools to track performance baselines
Is pm plan templates used
Is templates used for other plans
Is pm plan refers to lessons learnt
Is pm plan refers to history
Is there any guideline for selecting contract types
Is there any guideline for defining SOW for seller
Is there any portions of SOW guideline that is not covered
Is there any guideline for evaluation of seller
Is there multiple source seller available for a single contract
Is there single source seller available for a multi contract
Is there a guideline to fix project performance metrics
Is there a facility to collect work performance information
Is there a guideline to fix seller's project performance metrics
Is there a facility to collect seller's work performance information
Is performance reporting tools and techniques identified
Is forecasting tools and techniques identified
Is Product uses specific internal standards
Is Product uses specific internal specification
Is Project uses specific internal standards
Is Project uses specific internal specification
Is Product uses specific external standards
Is Product uses specific external specification
Is Project uses specific external standards
Is Project uses specific external specification
Deliverables
Alternative ways of project execution considered
Alternative ways of project execution documented
Needs assessment like (feasibility study etc) initiated and closed
Needs assessment document available for reference
Is scope pmplan linked or referred
Is time pmplan linked or referred
Is cost pmplan linked or referred
Is quality pmplan linked or referred
Is hr pmplan linked or referred
Is all tangible deliverable for pmplan listed
Is all intangible deliverable listed
Is any tool available to record the deliverable list
D.M.I
Is the SOW or scope statement reviewed
Is pm plan change & approvals defined in change control system (CCS)
Is pm plan change control board (CCB) formed
Is pm plan configuration identification assigned
Is PMIS integrates Configuration Mgmt System (CMS) or CCS
Is all tangible deliverables match as in pmplan deliverable list
Is there any tool & technique to support analysing, tracking risks
Is there any tool & technique to support analysing, tracking defects
Is there any tool & technique to maintain latest information for distribution
Is there any tool & technique to monitor approved changes are implemented
Is performance reporting tool and techniques used
Is forecasting tool and techniques used
Is performance reporting tools and techniques served the purpose
Is forecasting tool and techniques served the purpose
Is each deliverables verified
Is each deliverables validated
Is all intangible deliverable achieved as in pmplan deliverable list
Is assessment on performance variance carried out
Is guideline for corrective actions available
Is guideline for preventive actions available
Is there a facilitating process to identify change need to occur
Is positive impact on project objective documented due to change
Is negative impact on project objective documented due to change
Is change request form available
Is change identification alloted
Is the requested changes of pm plan iterations variances recorded
Is scope pmplan changes requested
Is scope corrective actions on pmplan requested
Is scope preventive actions on pmplan requested
Is scope defect repair action on pmplan requested
Is scope pmplan changes reviewed
Is scope pmplan approved change request implemented
Is scope pmplan baseline performed
Is scope pmplan re-baseline performed
Is time pmplan changes requested
Is time corrective actions on pmplan requested
Is time preventive actions on pmplan requested
Is time defect repair actions on pmplan requested
Is time pmplan changes reviewed
Is time pmplan approved change request implemented
Is time pmplan baseline performed
Is time pmplan re-baseline performed
Is cost pmplan changes requested
Is cost corrective actions on pmplan requested
Is cost preventive actions on pmplan requested
Is cost defect repair action on pmplan requested
Is cost pmplan changes reviewed
Is cost pmplan approved change request implemented
Is cost pmplan baseline performed
Is cost pmplan re-baseline performed
Is quality pmplan changes requested
Is quality corrective actions on pmplan requested
Is quality preventive actions on pmplan requested
Is quality defect repair actions on pmplan requested
Is quality pmplan changes reviewed
Is quality pmplan approved change request implemented
Is quality pmplan baseline performed
Is quality re-baseline performed
Is Risk pm plan changes requested
Is Risk corrective actions on pmplan requested
Is Risk preventive actions on pmplan requested
Is Risk defect repair actions on pmplan requested
Is Risk pmplan changes reviewed
Is Risk pmplan approved change request implemented
Is Risk baseline performed
Is Risk pmplan re-baseline performed
Is change requests status accounting completed
Is change requests audited
Is all unplanned responses or workarounds updated into lessons learnt
Is process improvement change request reviewed
Is process improvement approved change request implemented
Is closure procedure reviewed
Is expert judgement a de-facto tool for all decision making
Closures
Is closure performed during phase-ends
Is closure performed during milestone
Is closure performed during process groups
Is closure performed during project-end
Is closure procedure documented
Is closure procedure documented including for pre-mature project closure
Is administrative closure procedure collected project records
Is administrative closure procedure include project analysis
Is administrative closure procedure include documenting lessons learnt
Is administrative closure procedure include archiving project files
Is contract closure procedure included product verification
Is contract closure procedure included contractual agreement sign-offs
Is formal acceptance document updated to organizational (org.) assets
Is project files (baselines, calendars etc) updated to org. assets
Is project closure docs (indicate deliverable transfers) updated to org. assets
Is history information (to knowledge base) updated to organizational assets
Communication
Is pm plan communication requirement plan available
Is pm plan code of accounts identified
Is 'where to look for latest information' communicated
Is project baseline communicated
Is project re-baseline needs communicated
Is project re-baseline communicated
Is pm plan key-milestones identified
Is pm plan key-reviews identified
is pm plan key-reviews frequency identified
Is pm plan key-reviews communication requirements identified
Is pm plan exceptions procedures defined
Is pm plan response-time expectations defined
Is pm plan review-expectations against each role defined
Is pm plan escalation procedures defined
Is pm plan communicated (buy-in)
Is status meeting plan defined
Is importance of communication requirement described
Is there facilitating channels to reviews
Is there facilitating channels to address issues
Is there facilitating channels to address pending decisions
Is administrative closure communicated
Is contract closure communicated
 Project Details
Is detail budget presented with support data
Is detail fund flow requirement furnished
Is risk register prepared with responses
Is constraints listed in detail
Is assumptions listed in detail
Is WBS detailed
Is WBS dictionary detailed
Is roll wave planning applied in project
Is WBS contain sub project planning component
Is WBS contain contract planning component
Is activity definition resulting in single deliverable
Is activity definition resulting in multiple deliverable
Is acceptance criteria defined
Is project objectives defined
Is project boundaries specified
Is project detailed milestones specified
Is project configuration requirements specified
Is product objectives defined
Is product characteristics reviewed
Total quality checklist statements (as applicable to process groups)
Checklist compliances
Project management process groups
Project management methodology degree of confidence (%) REPORT

GURUTTAM.COM SRIKANTH krishnam

card guide
Project Management Planning
Template
Checklist
Srikanth K, PMP
Free to use, provided the footer containing
the url http://guruttam.com is maintained
It is a template, exact items can be configured
as per your project needs
Mark -1,0,1 to see management performance

No = -1, N.A = 0, Yes = 1

(mark as relevant, default is 0)
IPG PPG EPG MPG CPG

1
1
. . . . .
1

. . . . .
. . . . .

. . . . .
0
 -1

. . . . .
0
0
0
0

1
-1

. . . . .
1
1

1
1
 1

1
 1

. . . . .
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
. . . . .

1
-1

1
 . . . . .

1 8 2 4 18
1 2 2 4 18
IPG PPG EPG MPG CPG
100.00 25.00 100.00 100.00 100.00

NTH krishnamoorthy, PMP

 Project Manager's score card guide
Subject
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INTEGRATION MANAGEMENT CHECKLISTS

ROLES AND RESPONSIBILITIES
Charter ID : 9999-9999-9999-9999
Plan ID : 9999-9999-9999-9999
Sponsor/Initiator
Provide strategic goals
Importance of project to users
Guide project team to identify relevance and value
Select project manager
Assist in project staffing
Review charter
Validate charter
Approve charter
Authorize project
Allocate or provide funds
Define project goals
Define project success criteria
Review project plan
Approve project plan
Review management methodology
Approve management methodology
Participate in planning sessions
Attend requirements reviews
Resolve escalated requirement issues and constraints
Provide written agreement for requirements
Provide written qualifying criteria
Attend status review meetings
Attend change control meetings
Review changes affecting TOC
Approve or Reject changes affecting TOC
Validate project requirements are met
Provide inputs to lessons learnt
Sign off on project completion
Program Manager
Own and guide the program
Assign project manager
Mentor or assist in project team staffing
Review on project charter
Validate on project charter
Concur on project charter
Communicate individual project objectives
Communicate with project managers of the program
Communicate with peer program about the program
Ensure PMIS consistency
Ensure Compliances with standards and regulations
Validate individual project objectives
Resolve conflicts which is not resolved within team
Reward performance
Verify project goals and objectives are defined
Verify project is align to strategic goals
Review subsidary plans
Provide guidance on cost and schedule development
Ensure project staff availability
Conduct routine planning sessions as per policy
Conduct regular project schedule reviews
Review in milestone meetings
Priortize any changes to project scope
Review whether stated benefits was realized
Review whether stated improvements was realized
Follow to obtain customer or sponsor acceptance
Participate in project accounting financial documentation
Review project reports and lessons learnt
Project Manager
Organization assets utilised
Organization policy and procedure implemented in project
Environment factors considered for planning
Establish and matain quality standards
Plan purchases and acquistions
Acquire team resources
Release team resources
Information distribution is carried as per communication plan
Develop preliminary scope
Define sponsor and organization needs
Help develop charter and get the charter approval
Document project constraints
Document project assumptions
Document any value analysis requirement
Review requirement for feasibility
Develop project management plan
Develop subsidary management plan
Obtain project management plan approvals
Obtain organization support and commitment
Establish baselines
Manage day-to-day activity leading and directing team
Ensure changes approved are implemented
Ensure changes implemented are validated and verified
Manage sellers and approvals
Develop project perforamnce reports
Manage corrective and preventive actions
Initiate change request based on performance information
Participate in CCB to manage changes
Manage risks and implement responses
Adjust baselines as needed
Ensure project management plan succeeds
Follow to obtain customer or sponsor acceptance
Complete contract closure process
Develop project perforamnce reports
Conduct sessions on lessons learnt
Archive project files
Participate in project accounting financial documentation
Recognize project team and celebrate success
Project Team
Alternative analysis
Product analysis
Go as per project management plan
Participate in identifying risk
Participate in coming up with estimates
Analyse requirement for clarity
Analyse requirement for correctness
Analyse requirement for consistency
Work within scope boundaries
Develop technical approach
Participate in project management plan formulation
Provide quality assurance on the product scope
Provide quality assurance on the project scope
Participate in internal or external review meetings
Volunteer to give suggestions
Participate in environment analysis meetings
Identify staff training needs for the project
Identify tools needs for the project
Manage to deliver scope as per plan (time,cost,product,etc)
Look for any new constraints and unanticipated risks
Submit the work performance information
Maintain quality requirements
Realize change occurrence and investigate plan of action
Maintain all work artifacts as per CMS
Realize risk occurrence and respond
Contribute to lessons learnt
Suggests ways of improvement
Submit all work artifacts for project archiving
Is product characteristics reviewed
Total quality checklist statements (as applicable to process groups)
Checklist compliances
Project management process groups
Project management methodology degree of confidence (%) REPORT

GURUTTAM.COM SRIKANTH krishnamo

e card guide
Roles and Responsibilities
Template
Checklist
Srikanth K, PMP
Free to use, provided the footer containing
the url http://guruttam.com is maintained
It is a template, exact items can be configured
as per your project needs
Mark -1,0,1 to see management performance

No = -1, N.A = 0, Yes = 1

(mark as relevant, default is 0)
IPG PPG EPG MPG CPG
. . . . .
1

1
1

. . . . .
1
1
1
1
1
1
1

1
1
1
1
1
1
1
1
1
1
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19 27 25 17 18
19 27 25 17 18
IPG PPG EPG MPG CPG
100.00 100.00 100.00 100.00 100.00

NTH krishnamoorthy, PMP

 Guruttam.com
SRIKANTH. K , PMP
Time Management and Process Group Mapping

A- Initiation, B-Planning, C-Execution,

D-Monitoring & Control, E-Closure

Note : Initiation 'A' contains Execution(A.4.1) &

Monitoring&closure (A.5.1)

A Initiation
A.1 Stakeholder Analysis
A.1.1 Single owner
A.1.2 Joint owners
A.2 Investments
A.2.1 Initial Budget outlay
A.2.2 Fund Flow
A.3 Site Selection
A.3.1 Agency Search
A.3.2 Personal search
A.4 Land Acquistion
A.4.1 Execution
A.4.1.1 Technical study
A.4.1.1.1 Site Inspection
A.4.1.1.1.1 Size
A.4.1.1.1.2 Shape
A.4.1.1.1.3 Gradient
A.4.1.1.1.4 Survey number
A.4.1.1.2 Environment Inspection
A.4.1.1.2.1 Waste land
A.4.1.1.2.2 Farm lands
A.4.1.1.2.3 Garbage dumps
A.4.1.1.2.4 Industrial waste
A.4.1.1.2.5 Temple
A.4.1.1.2.6 Vastu
A.4.1.1.2.7 Power station
A.4.1.1.2.8 Farm Well
A.4.1.1.2.9 Cemetry
A.4.1.1.2.10 Hospitals
A.4.1.1.2.11 Schools
A.4.1.1.2.12 Shopping
A.4.1.1.2.13 Neigbhours
A.4.1.1.2.14 Water
A.4.1.1.2.15 Parks and play area
A.4.1.1.2.16 Broad roads
A.4.1.1.2.17 Small roads
 A.4.1.1.2.18 Dead ends
A.4.1.1.2.19 Busy roads
A.5.1 Monitor & Closure
A.5.1.1 Administrative Procedures
A.5.1.1.1 Local rules and regulation
A.5.1.1.2 Legal opinion
A.5.1.1.3 Revenue verification
A.5.1.1.4 Local body records
A.5.1.1.5 Court rule verification
A.5.1.1.6 EC Verification
A.5.1.1.7 Approval powers
A.5.1.1.8 Personal verification
A.5.1.1.9 Administrative closures
B Planning
B.1 Architecture
B.1.1 Floor plan
B.1.2 Interior
B.1.3 Exterior
B.1.4 Rules and regulation local
B.1.5 Marketable
B.1.6 Vastu
B.2 Structural Design
B.2.1 Soil Test
B.2.2 Strength
B.2.3 Technical study
B.3 Non Sterotype Foundation
B.3.1 Column
B.3.2 Pile
B.4 Documentation
B.4.1 SOW
B.4.2 Contract Documentation
B.4.2.1 Scope of work
B.4.2.2 Stakeholders
B.4.2.3 Time management
B.4.2.4 Procurement management plan
B.4.2.5 Cost management plan
B.4.2.6 Risk management plan
B.4.2.7 Facility management plan
B.4.2.8 Other plans
B.4.2.9 Contract administration
B.4.3 Administrative procedures
B.4.3.1 Plan Submission
B.4.3.2 Plan Approvals
B.4.3.3 Local body approval
B.4.3.4 Temp EB connection
C Execution
C.1 Site forming
C.2 Marking
C.3 Earth work excavation
C.4 Sand filling
C.5 Column Foundation
C.5.1 PCC 148 Footing
C.5.2 RCC 124 Footing
C.5.3 RCC column upto roof level
C.5.4 Earth re-filling in footing
C.5.5 Plinth beam concrete works
C.6 Superstructure
C.6.1 9 in Brick work in Superstructure
C.6.2 9 in Brick work in steps
C.6.3 RCC 124 for lintel, loft, s.shade
C.6.4 Lintel
C.6.5 Loft
C.6.6 Sun Shade
C.7 Roofing
C.7.1 Roof slab concrete
C.7.2 Staircase flight
C.7.3 Staricase beams
C.8 Plasetring works
C.8.1 Ceiling
C.8.2 Walls
C.9 Fixtures
C.9.1 Wooden fixtures
C.9.1.1 Main doors
C.9.1.2 Room doors
C.9.1.3 PVC doors
C.9.1.4 Window frames and shutters
C.10 Provisioning for Electricals
C.11 Provisioning for Plumbing and Sanitory
C.12 Flooring
C.12.1 Laying of tiles
C.12.1.1 Bathrooms
C.12.1.2 Fresh rooms
C.12.1.3 Kitchens
C.12.1.4 Skirting
C.12.2 Laying of marble
C.12.2.1 Hall
C.12.2.2 Skirting
C.13 Warddrobes
C.13.1 Slabs
C.13.2 Brickwork
C.13.3 Plastering
C.14 Terrace Roof top work
C.14.1 Parapet walls
C.14.2 Weathering course
 C.14.3 OH tank
C.14.3.1 OH tank slab concreting
C.14.3.2 9 inch wall
C.14.3.3 OH tank
C.14.3.4 Ladder for OH
C.15 Outer plastering
C.15.1 Staircase
C.15.2 Tank area
C.15.3 Cement painting of external walls
C.16 Provisions
C.16.1 Provision for rain harverst chambers
C.16.2 Provision for cloth drying
C.16.3 Provision for Elevation works
C.16.4 Provision for painting outer areas
C.16.5 Provision for pathways
C.16.6 Provision for Main gate and compound wall
C.16.7 Provision for Electricals
C.16.8 Provision for Plumbing and Sanitory
D Monitoring and Control
D.1 Supervision (Daily, Weekly, Monthly, Special)
D.1.2 Work inspection
D.1.2.1 Corrective actions
D.1.2.2 Preventive actions
D.1.2.3 Defect repair
D.1.3 Inventory
D.1.3.1 Inventory audits
D.1.3.2 Corrective actions
D.1.3.3 Preventive actions
D.1.4 Approvals
D.1.4.1 Change Approvals
D.1.4.2 Change requests
E Closure
E.1 Completion certification
E.1.1 Tax assessments
E.1.1.1 Water, Sew, Building from local authorities
E.1.1.2 Electrical layout
E.1.1.3 Plumbing layout
E.1.1.4 Structural layout
E.2 Obtain Connection
E.2.1 Water
E.2.2 EB
E.2.3 Sewage
E.3 Handover to Owner
E.3.1 House Warming Ceremony
E.3.1.1 Function start and end
E.3.1.2 Final touch up
E.4.1 Contract closure
E.4.1.1 Payments
E.4.1.2 All orginial docs handover
E.4.1.3 Applicable maintenance contracts

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