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Business Rules

   1. Bonus Calculation
   2. Interest Calculation
   3. Sales Commission Calculation

Check Lists

   1. Corporate - Business Risks
   2. HR - Employment - Hiring Reference Check Questions
   3. HR - Reviewing a Résumé
   4. HR - Staff Inductions - General
   5. HR - Staff Inductions - Project Managers
   6. HR - Staff Inductions - Project Team Members
   7. HR - Terminations - Contractors
   8. HR - Terminations - Staff
   9. HR - Training - Course Costs Estimation
   10. IT - Acceptance Testing
   11. IT - Generic Risks
   12. IT - Performing System Useability Reviews
   13. IT - Reviewing a Program's Design
   14. IT - Reviewing a Program's Source Code
   15. IT - Reviewing a System's Design Specification
   16. IT - Reviewing a System's Requirements Specification
   17. IT - Reviewing a System's User's Guide
   18. IT Services
   19. PMComplete - Regression/Acceptance Tests
   20. PMO - Estimating Rules of Thumb
   21. PMO - Failed Vendor Project Rescue
   22. PMO - Identifying Project Risks
   23. PMO - Initial Project Assessment
   24. PMO - Inspections
   25. PMO - Performing Post-Project Reviews
   26. PMO - Performing Project Health Checks and Audits
   27. PMO - Performing Project Startup Reviews
   28. PMO - Project Initiation
   29. PMO - Project Management Patterns
   30. PMO - Project Manager Hiring Interview Questions
   31. PMO - Project Manager Selection Criteria
   32. PMO - Project Metrics 1
   33. PMO - Project Metrics 2
   34. PMO - Reviewing a Contract
   35. PMO - Reviewing a Meeting's Minutes
   36. PMO - Reviewing a Methodology
   37. PMO - Reviewing a Project's Action Items Register
   38. PMO - Reviewing a Project's Assumptions Register
   39. PMO - Reviewing a Project's Benefits Realisation Plan
   40. PMO - Reviewing a Project's Benefits Register
   41. PMO - Reviewing a Project's Business Case
   42. PMO - Reviewing a Project's Change/Variation Register
   43. PMO - Reviewing a Project's Charter
   44. PMO - Reviewing a Project's Costs
   45. PMO - Reviewing a Project's Document Work Product
   46. PMO - Reviewing a Project's Governance
   47. PMO - Reviewing a Project's Issues Register
   48. PMO - Reviewing a Project's Methodology Compliance
   49. PMO - Reviewing a Project's Performance (General)
   50. PMO - Reviewing a Project's Procurement Management Plan
   51. PMO - Reviewing a Project's Project Management Plan (PMP)
   52. PMO - Reviewing a Project's Review Report
   53. PMO - Reviewing a Project's Risks Register
   54. PMO - Reviewing a Project's Schedule
   55. PMO - Reviewing a Project's Scope
   56. PMO - Reviewing a Project's Status Report
   57. PMO - Reviewing a Project's Steering Committee Report
   58. PMO - Reviewing a Project's Technical Veracity
   59. PMO - Reviewing a Project's Test Management Plan
   60. PMO - Reviewing a Project's Work Products Register
   61. PMO - Reviewing a Report
   62. PMO - Signposts of Danger
   63. PMO - Sources of Configuration Items
   64. PMO - Work Products to Track as CIs
   65. Reviewing Information Technology Infrastructure
   66. Sales - Performing a Bid/No Bid Review
   67. Sales - Performing a Lost Sale Review
   68. Sales - Performing a Proposal Submission Review
   69. Sales - Performing a Red Team Review
   70. Sales - Performing a Solution Review
   71. Sales - Reviewing a Sales Opportunity
   72. Sales - Reviewing a Sales Proposal/Tender
   73. Sales - Reviewing Sales Performance (General)
   74. Sales - Sales Proposal/Tender Contents
   75. Survey - Developing Survey Questionnaires
   76. Technique - Mind Mapping

Documents

   1. Template - Project Management Plan - Medium 2008-04-07.doc
   2. Template Business Case.doc
   3. Template Consulting Sales Proposal.doc
   4. Template Design Specification.doc
   5. Template JAD Workshop Plan.doc
   6. Template Phase Zero Questionnaire.doc
   7. Template Phase Zero Report.doc
   8. Template Project Control Review Client Questions.doc
   9. Template Project Management Plan Short.doc
   10. Template Project Management Planning Workshop Agenda.doc
   11. Template Project Scope.doc
   12. Template Release Notes.doc
   13. Template Requirements Specification.doc
   14. Template Schedule Management Plan.doc
   15. Template Support and Maintenance Guide.doc
   16. Template Workshop Scribing Forms.doc

Guidelines

   1. Corporate - Code of Conduct
   2. Corporate - Tailoring Policies, Processes and Procedures
   3. Corporate - Values
   4. IT - Applying Software Patches from Microsoft
   5. PMO - Productivity Metrics
   6. PMO - Project Time (Schedule) Management Guideline

Key Decisions

   1. Do we want this business?
   2. Does the Business Case make sense/should we continue with this project?
   3. How do we perform defect repairs triage on this project?
   4. How do we perform requirements triage on this project?
   5. Should we approve this change/variation request?
   6. Should we approve this project work product?
   7. Should we continue with this project (from one phase to the next)?
   8. Should we enter into this contract?
   9. Should we GO LIVE?
   10. Should we hire this person?
   11. Should we initiate this project?
   12. Should we promote this person?
   13. Should we re-use buy or make?
   14. Should we submit this sales proposal?
   15. What are the major evaluation criteria weightings?
   16. What are the major evaluation criteria?
   17. What are the minor evaluation criteria weightings?
   18. What are the minor evaluation criteria?
   19. What are this project’s desired Service Level Agreements?
   20. What are this project’s requirements?
   21. What is the Architecture?
   22. What is the IT Strategy?
   23. What is the Methodology?
   24. What is the preferred technical solution?
   25. What is the Standard Operating Environment?
   26. What is this project’s scope?
   27. What project management tool should we use on this project?
   28. What should we pay this person?
   29. What standards does this project need to conform to?
   30. What variations does this project need to our std. project management processes?
   31. When should this project start?
   32. When should we perform a project review on this project?
   33. Which vendor’s solution (ie the preferred solution) should we acquire?
   34. Who should be in the project team?
   35. Who will be the Project Manager?
   36. Who will be the Project Sponsor?

Moment of Truth Activities

   1. Acceptance Testing Assisting Meeting
   2. Asking for Clarifications
   3. Benefits Realisation Review Meeting
   4. Closing Out a Project
   5. Complaint Status Review Meeting
   6. Contract Negotiation and Signing Meeting
   7. Customer Satisfaction Focus Session
   8. Data Cleanup Assistance Meeting
   9. Existing Sys Cross-Check Review Workshop
   10. First Prospect Meeting
   11. HelpDesk Service Call
   12. Impact Assessment Presentation Meeting
   13. Initial Project Request Meeting
   14. Initial Sales Contact
   15. Installation Planning Workshop
   16. Joint Application Development Workshop
   17. Making a HelpDesk Call
   18. Monthly Operations Review Meeting
   19. Organisation Readiness Review Meeting
   20. Phase Zero Interview Meeting
   21. Phase Zero Report Presentation Meeting
   22. Post-Project Review – Client Meeting
   23. Post-Training Course Review
   24. Pre-Sales Meetings
   25. Proj Monthly Performance Review Meeting
   26. Proj Scope Definition Interview Meeting
   27. Project (Team) Kick-Off Workshop
   28. Project Business Case Review Meeting
   29. Project Change Control Board Meeting
   30. Project Closure Review (PCR) Meeting
   31. Project Contract Performance Review
   32. Project Defect Report
   33. Project Gate Review Meeting
   34. Project Health Check Review Meeting
   35. Project Management Planning Workshop
   36. Project Phase Celebration Meeting
   37. Project Phase Kick-Off Workshop
   38. Project Purchase Order Raising Meeting
   39. Project Request Review (PRR) Meeting
   40. Project Resourcing Review Meeting
   41. Project Review Board (PRB) Meeting
   42. Project Risk Identification Workshop
   43. Project Risks and Issues Status Review Meeting
   44. Project Schedule Development Workshop
   45. Project Schedule Progress Review Meeting
   46. Project Scope Definition Workshop
   47. Project Startup Review (PSR) Meeting
   48. Project Steering Committee Meeting
   49. Proposal Submission Presentation Meeting
   50. Reviewing HelpDesk Call Status
   51. S/holder Reqs Gathering Interview Meetin
   52. Service Call Status Review Meeting
   53. Signing Contract
   54. Signing Contract
   55. Solution Presentation Meeting
   56. Subm of any Work Product Version 4 Appro
   57. Subm of On-Site Project Team Member Exp.
   58. Subm of On-Site Project Team Member Time
   59. Subm of Proj Management Plan 4 Approval
   60. Subm of Proj Monthly Performance Report
   61. Submission of Invoices for Payment
   62. Submission of Proj Schedule for Approval
   63. Submission of Project Change/Variation
   64. Submission of Project Charter 4 Approval
   65. System Prototype Review Meeting
   66. Training Course Delivery
   67. Work Order Status Review Meeting

Patterns

   1. A Milestone Date is Late
   2. A Project Risk Materialises
   3. A Resource Cannot/Does not Start on Time
   4. A Resource Does Not Complete a WP Review on Time
   5. A Stage Gate Date is Late
   6. All Time Contingency is Used
   7. Approvals Taking Too Long
   8. Assumption Found to be Untrue
   9. Bad Dependent Organisation
   10. Bad News Early
   11. Balance the Team
   12. Being Micro Managed
   13. Benefits Will not be Achieved/No Longer Stack Up
   14. Breadth Then Depth
   15. Build Quality In (Don't Beat It In at the End)
   16. Can not Fill a Project Team Role
   17. Celebrate Success
   18. Change Occurs
   19. Client Asks to See Schedule
   20. Client Delays Approving a Work Product
   21. Client Delays Producing a Work Product
   22. Client from Hell
   23. Communicate, Communicate, Communicate
   24. Constraint Found to be Untrue
   25. Contracts Taking Too Long to Negotiate
   26. Cull Early, Cull Hard
   27. Do the Risky Work First
   28. Empower the Team
   29. Geographically Dispersed Team
   30. Good News Early
   31. Half a Person is Worse than No Person
   32. Hire Flexibility Over Skills
   33. Hire Pragmatic Over Theory
   34. If It Doesn't Add Value, Don't Do It
   35. Inappropriate PM Tools
   36. Inexperienced Resource Assigned to Project
   37. Inspect Not Review
   38. Insufficient PM Tools
   39. Insufficient Resources Assigned to Project
   40. Keep It Simple, Stupid (KISS)
   41. Lobby the Project Steering Committee BEFORE Meetings
   42. Looks Like Project End Date will be Late
   43. Looks Like will be Over Budget
   44. Looks Like will Make a Loss
   45. Looks Like will need More Contingency
   46. Lots of Defects Being Found
   47. Make it Personal
   48. Many Changes
   49. Many Unknown Unknowns
   50. Many Variations
   51. Meetings Delayed
   52. No Bad Apples/No Arseholes Rule
   53. Obtaining Estimates from Recalcitrant Team Members
   54. Only One Vendor Left Standing
   55. Outsourced Development
   56. Over-Persuasive Business Case
   57. People Not Attending Meetings
   58. People Starting Meetings Late
   59. Politics Being Played
   60. Prioritise the Project Management Levers of Control
   61. Project Control Board Not Project Steering Committee
   62. Project Recovery
   63. Ready, Fire Aim
   64. Required Contingency is Greater than 30%
   65. Resource Bad Behaviour
   66. Resources Working Lots of Overtime
   67. Re-Start a Project
   68. Senior Management Delays Approving a Work Product
   69. Set Up the Sponsor
   70. Shared Project Ownership
   71. Sponsor from Hell
   72. Sponsor is Not Committed to Project
   73. Sponsor Not Supplying Quality Time to Project
   74. Stop (Cancel) a Project
   75. Suspend (Put on Hold) a Project
   76. Tailor the Methodology
   77. Team Member Leaves
   78. Time Contingency is Used
   79. Timebox
   80. Transparency Everywhere
   81. Unable to Obtain Approval for a Specific Work Product
   82. Unreasonable Project End Date Set
   83. Vendor Asks to See Schedule
   84. Vendor Delays Producing a Work Product
   85. Vendor Delays Raising a Change or Variation
   86. Vendor Denies Agreeing to Something
   87. Vendor from Hell
   88. Vendor Goes Belly Up

Policies

   1. CMMI Configuration Management
   2. CMMI Integrated Project Management
   3. CMMI Measurement and Analysis
   4. CMMI Organisational Process Focus
   5. CMMI Process and Product Quality Assurance
   6. CMMI Project Planning
   7. CMMI Requirements Management
   8. CMMI Risk Management
   9. CMMI Supplier Agreement Management
   10. Corporate - Environmental
   11. Corporate - Expense Claims
   12. Corporate - Political Donations
   13. Corporate - Risk Management
   14. Document Management
   15. HR - Annual Leave
   16. HR - Overseas Travel
   17. HR - Recruitment
   18. HR - Timesheets
   19. IT - IT Security
   20. IT - IT Standard Operating Environment (SOE)
   21. IT - Reviewing Projects at Completion
   22. PMComplete Usage
   23. PMO - Project Fraud Management
   24. Resource Management

Procedures

   1. Acc - Accounting System - Create Creditors ID for New Hire
   2. Acc - Accounting System - Create Manilla Folder for New Job
   3. Acc - Accounting System - Create New Job
   4. Acc - Chasing Invoice Payment
   5. Develop Project Charter
   6. HR - Advertise Position
   7. HR - Create Manilla Folder for New Hire
   8. HR - Decide on Selected Candidate
   9. HR - Induct Project Team Member
   10. HR - Induction - All Staff
   11. HR - Induction - Project Managers
   12. HR - Issue Internal Notifications
   13. HR - Negotiate Start Date
   14. HR - Obtain CEO Approval to Hire
   15. HR - Perform Employment Presentation
   16. HR - Perform First Face-to-Face Interview
   17. HR - Perform Second Face-to-Face Interview
   18. HR - Send Employment Reject E-Mail Message Type 1
   19. HR - Sign Employment Contract
   20. IT - Counting Function Points
   21. IT - Designing Information Systems
   22. IT - Designing Programs
   23. IT - Designing Reports
   24. IT - Designing Screens
   25. IT - Maintaining Program Source Code
   26. IT - Prototyping
   27. Manual Activity - Incur Expenses
   28. Manual Activity - Pay Expense Claim
   29. Microsoft Project - Maintain Schedule
   30. PMComplete - Administrating - Business Admin - Ad Hoc
   31. PMComplete - Administrating - Business Admin - Daily
   32. PMComplete - Administrating - Business Admin - Monthly
   33. PMComplete - Administrating - Business Admin - Quarterly
   34. PMComplete - Administrating - Business Admin - Weekly
   35. PMComplete - Administrating - Business Admin - Yearly
   36. PMComplete - Administrating - Contacting PMComplete Pty Ltd
   37. PMComplete - Administrating - Installing a New Patch Release
   38. PMComplete - Administrating - Migrating 2 New Release of PMC
   39. PMComplete - Administrating - Static Data
   40. PMComplete - Administrating - System Users
   41. PMComplete - Administrating - Workgroups
   42. PMComplete - Charting - Project's Benefits Comparison
   43. PMComplete - Charting - Project's Changes Performance
   44. PMComplete - Charting - Project's CI Performance
   45. PMComplete - Charting - Project's Costs Comparison
   46. PMComplete - Charting - Project's Defects Performance
   47. PMComplete - Charting - Project's Earned Value
   48. PMComplete - Charting - Project's Gantt
   49. PMComplete - Charting - Project's Issues Performance
   50. PMComplete - Charting - Project's Milestone Gantt
   51. PMComplete - Charting - Project's Milestone Schedule
   52. PMComplete - Charting - Project's Resources Gantt
   53. PMComplete - Charting - Project's Revenues Comparison
   54. PMComplete - Charting - Project's Satisfaction Barometer
   55. PMComplete - Charting - Project's Timesheet Hours
   56. PMComplete - Charting - Project's WBS/RAM
   57. PMComplete - Functions - Adding Business Cards
   58. PMComplete - Functions - Create Project COA from Template
   59. PMComplete - Functions - Create Project Docs from Template
   60. PMComplete - Functions - Create Project Risks from Template
   61. PMComplete - Functions - Create Project Tasks from Template
   62. PMComplete - Functions - Create Project WBS from Template
   63. PMComplete - Functions - Export Schedule to MS Project
   64. PMComplete - Functions - Import Schedule from MS Project
   65. PMComplete - Functions - Post Creditors Invoices
   66. PMComplete - Functions - Post Debtors Invoices
   67. PMComplete - Functions - Post Expense Claims
   68. PMComplete - Functions - Post Timesheets
   69. PMComplete - Functions - Tutorials
   70. PMComplete - Maintaining - Action Items
   71. PMComplete - Maintaining - Action Items Registers
   72. PMComplete - Maintaining - Approvals and Authorisations
   73. PMComplete - Maintaining - Assumptions
   74. PMComplete - Maintaining - Business Objectives
   75. PMComplete - Maintaining - Calendar Periods
   76. PMComplete - Maintaining - Check Lists,Standards,Guidelines
   77. PMComplete - Maintaining - Configuration Items (Work Prod.)
   78. PMComplete - Maintaining - Constraints and Obstacles
   79. PMComplete - Maintaining - Contracts
   80. PMComplete - Maintaining - Creditors Invoices
   81. PMComplete - Maintaining - Debtors Invoices
   82. PMComplete - Maintaining - Documents
   83. PMComplete - Maintaining - Employment Reference Check
   84. PMComplete - Maintaining - Expense Claims
   85. PMComplete - Maintaining - Issues and Disputes
   86. PMComplete - Maintaining - KnowledgeBase and Lessons Learnt
   87. PMComplete - Maintaining - Leave
   88. PMComplete - Maintaining - People
   89. PMComplete - Maintaining - People in Organisations
   90. PMComplete - Maintaining - People on Projects
   91. PMComplete - Maintaining - People on Tasks
   92. PMComplete - Maintaining - Performance Ind./Metric Values
   93. PMComplete - Maintaining - Performance Indicators/Metrics
   94. PMComplete - Maintaining - Personnel Work Order
   95. PMComplete - Maintaining - Policies
   96. PMComplete - Maintaining - Portfolios/Programmes
   97. PMComplete - Maintaining - Procedures
   98. PMComplete - Maintaining - Processes
   99. PMComplete - Maintaining - Project Alignment with Bus. Objs
   100. PMComplete - Maintaining - Project Budget Basis
   101. PMComplete - Maintaining - Project Changes/Variations
   102. PMComplete - Maintaining - Project Chart of Accounts
   103. PMComplete - Maintaining - Project Contingency Reserves
   104. PMComplete - Maintaining - Project External Dependencies
   105. PMComplete - Maintaining - Project in Portfolios/Programmes
   106. PMComplete - Maintaining - Project Ledgers
   107. PMComplete - Maintaining - Project Monthly Statuses
   108. PMComplete - Maintaining - Project Requests/Opportunities
   109. PMComplete - Maintaining - Project Tasks and Milestones
   110. PMComplete - Maintaining - Project WBS/RAM Work Packages
   111. PMComplete - Maintaining - Projects
   112. PMComplete - Maintaining - Purchase Orders
   113. PMComplete - Maintaining - RASCI
   114. PMComplete - Maintaining - Remuneration Rates
   115. PMComplete - Maintaining - Reviewers, Inspectors, Assessors
   116. PMComplete - Maintaining - Reviews, Inspections, Assessments
   117. PMComplete - Maintaining - Risks
   118. PMComplete - Maintaining - Sales Opportunities
   119. PMComplete - Maintaining - System Interfaces/Data Conversion
   120. PMComplete - Maintaining - Template Chart of Accounts
   121. PMComplete - Maintaining - Template Docs. in Project Types
   122. PMComplete - Maintaining - Template Risks
   123. PMComplete - Maintaining - Template Tasks and Milestones
   124. PMComplete - Maintaining - Template Tasks in Project Types
   125. PMComplete - Maintaining - Template WBS Work Pack in Proj Ty
   126. PMComplete - Maintaining - Template WBS Work Packages/Dict.
   127. PMComplete - Maintaining - Timesheets
   128. PMComplete - Reporting - Billability and Utilisation
   129. PMComplete - Reporting - Company's Timesheets
   130. PMComplete - Reporting - Debtors Invoice's Timesheets
   131. PMComplete - Reporting - Financial Trans. Requiring Attn
   132. PMComplete - Reporting - Missing Timesheets
   133. PMComplete - Reporting - Person's Forthcoming Activities
   134. PMComplete - Reporting - Project Contract, PO & Invoices
   135. PMComplete - Reporting - Project Scorecard
   136. PMComplete - Reporting - Project's Milestone Register
   137. PMComplete - Reporting - Project's Person's Timesheets
   138. PMComplete - Reporting - Project's Risks Register
   139. PMComplete - Reporting - Project's Schedule Analysis
   140. PMComplete - Reporting - Project's Schedule Status
   141. PMComplete - Reporting - Project's Suggested Resources
   142. PMComplete - Reporting - Project's Tasks' Schedule Status
   143. PMComplete - Reporting - Project's Tasks Work
   144. PMComplete - Reporting - Project's Timesheets
   145. PMComplete - Reporting - Project's WBS/RAM Dictionary
   146. PMComplete - Reporting - Specific Debtors Invoice
   147. PMComplete - Reporting - Specific Process
   148. PMComplete - Reporting - Specific Purchase Order
   149. PMComplete - Reporting - Template Project Tasks
   150. PMComplete - Reporting - Timesheets by Person
   151. PMComplete - Reporting - Title Pages
   152. PMComplete - Reporting - Unposted Timesheets
   153. PMComplete - Special - Defects
   154. PMO - Develop Preliminary Project Scope
   155. PMO - Developing the Project Management Plan (PMP)
   156. PMO - Estimating Project Schedule and Cost
   157. PMO - Identifying Configuration Items
   158. PMO - Identifying Project Risks
   159. PMO - Measuring Project Alignment
   160. PMO - Project Initiation
   161. PMO - Rating Project Alignment
   162. PMO - Rating Project Satisfaction (Barometer)
   163. PMO - Rating Project Size (Small/Medium/Large)
   164. PMO - Rating Project Status (Traffic Light Reporting)
   165. PMO - Reporting on and Controlling Configuration Items
   166. PMO - Reporting on and Controlling Project Risks
   167. PMO - Reviewing Operations Performance
   168. PSP0 Development
   169. PSP0 Planning
   170. PSP0 PostMortem
   171. PSP3.0 Development
   172. Sales - Reviewing Sales Performance

Processes

   1. CMMI Configuration Management
   2. CMMI Measurement and Analysis
   3. CMMI Organisational Process Focus
   4. CMMI Process and Product Quality Assurance
   5. CMMI Project Planning
   6. CMMI Risk Management
   7. Corporate - Action Items Management
   8. Corporate - Cost Management
   9. Corporate - Expense Claim Management
   10. Corporate - Leave Management
   11. Corporate - Revenue Management
   12. Corporate - Timesheet Management
   13. Corporate - Training Management
   14. Generic Work Request
   15. HR - Recruitment Management
   16. HR - Termination Management
   17. PMBOK - Closing
   18. PMBOK - Executing
   19. PMBOK - Initiating
   20. PMBOK - Monitoring and Controlling
   21. PMBOK - Overall Project Management
   22. PMBOK - Planning
   23. PMBOK - Project Communications Management
   24. PMBOK - Project Cost Management
   25. PMBOK - Project Human Resource Management
   26. PMBOK - Project Integration Management
   27. PMBOK - Project Procurement Management
   28. PMBOK - Project Quality Management
   29. PMBOK - Project Risk Management
   30. PMBOK - Project Scope Management
   31. PMBOK - Project Time Management
   32. PMO - Setting Up a New Project in PMComplete
   33. PMO - The XYZ Way
   34. PSP0 Process
   35. SWH HelpDesk Management

Standards

   1. IT - Designing Reports
   2. IT - Designing Screens (Web)
   3. IT - Developing PMComplete
   4. IT - Naming Attributes
   5. IT - Standard Operating Environment (SOE)
   6. PMComplete - User-Defined Fields
   7. PMO - Configuration Management
   8. PMO - Performing Inspections
   9. PMO - Project Team Behaviour Rules
   10. PMO - Project Time (Schedule) Management Standard
   11. Technique - Detecting Weasel Words
   12. Technique - Document Filing
   13. Technique - Documentation
   14. Technique - Documentation Style

 

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