EPO Version 11.0 Templates

EPO V11 Home

Ordering the EPO

EPO Contents

 

EPO Templates

 

EPO e-Books

 

EPO Training Modules

 

EPO Tools

EPO Editions

 

Project Management Edition

 

Software Applications Edition

 

Program and Portfolio Management Edition

 

PMO Edition

 

Enterprise Edition

EPO templates use the MS Office suite including:  Word, Excel, PowerPoint and MS Project.  To find the EPO templates that meet your needs, click on the topic area to page down.

 

Click on the bolded links to view sample EPO Templates.

 

 

Project Management Templates:

 

Project

Planning

Schedule

Development

Cost

Management

Tracking/ Reporting

Execution & Control

Team

Development

Stakeholder

Communications

Risk

Management

Contracts & Procurement

Quality

Management

 

Software Applications Templates:

Business Analysis

Software Development

 

Program and Portfolio Management Templates:

Portfolio Management

Program Management

 

 

 

Planning the Project

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Defining Requirements

Requirements Specification, Requirements Traceability Matrix

 

 

Charter & Scope Definition

Project Charter, Project Scope Statement, Constraints & Assumptions Checklist, Scope Management Plan

 

 

Work Breakdown Structure

WBS Planning View, WBS Assignment View, Work Package

 

 

Project Planning

Project Management Checklist, Integrated Project Plan, Project Quick-Plan, Project Plan Summary

 

Developing the Schedule

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Activity Planning & Estimating

Activity Plan, Activity Planning View, Activity Estimating View

 

Activity Sequencing and Scheduling

Activity Sequencing View, Activity Scheduling View, Resource Leveling View

 

Schedule Management

Schedule Management Plan, Schedule Update View

Managing Project Costs

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Estimating & Budgeting

Chart of Accounts, Project Cost Estimate, Project Budget

 

 

Cost Management

Cost Management Plan, Project Cost Tracking

 

 

Earned Value Reporting

Earned Value Performance Calculator, Project Performance Report, Performance Report View

 

Tracking & Reporting

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Project Tracking

Tracking View, Time Report, Team Tracking Meeting

 

 

Status Reporting

Project Progress Report, Project Status Report, Status View, Status Presentation

 

Project Execution & Control

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Change Management

Change Management Plan, Change Request, Change Request Log

 

 

Issue Management

Issue Notice, Project Issue Log, Decision Request, Decision Request Log, Action Item, Action Item Log

 

 

Project Closure

Project Closure Report, Project Closure Presentation

 

Developing the Project Team

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Human Resource Planning

Project Human Resource Plan, Responsibility Assignment Matrix

 

 

Team Development

Team Charter, Team Kick-Off Meeting, Team Kick-Off Presentation

 

 

Team Management

Team Communications Plan, Team Directory

 

Communicating with Stakeholders

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Communications Planning

Stakeholder Analysis, Project Communications Plan

 

 

Stakeholder Management

Project Steering Committee, Meeting Agenda, Meeting Minutes

 

Managing Project Risks

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Identifying Risks

Risk Identification Checklist, SWOT Analysis

 

 

Risk Analysis

Risk Assessment, Risk Event Scenario, Decision Tree

 

 

Risk Management

Risk Response Plan, Risk Management Plan, Risk Register, Risk Occurrence

 

Managing Contracts and Procurement

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Procurement Planning

Procurement Management Plan, Statement of Work

 

 

Request for Proposals

RFP Contents, RFP Requirements

 

 

Bid & Proposal Evaluation

Alternative Selection, Readiness Footprint, Pairwise Ranking

 

 

Contract Management

Contract Management Plan, Contract Closure Report

 

Managing Product Quality

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Quality Planning

Quality Management Plan

 

 

Quality Control

Pareto Diagram, Control Chart

 

 

Software Inspections

Inspection Report, Deliverable Acceptance, Deliverable Acceptance Log

 

 

Software Testing

Software Testing Plan, Acceptance Criteria, Test Case, Acceptance Test Tracking, Defect Report, Defect Tracking Log

 

Business Analysis

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Business Objects

Object Specification, Attribute Specification

 

 

Business Events

Business Event List, Business Event Specification

 

 

Use Case Modeling

Use Case Description, Use Case Matrix

 

 

Workflow Modeling

Workflow Specification

 

Software Development

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Iterative Development

Deliverable Evolution, Iteration Framework

 

 

Configuration Management

Configuration Management Plan

 

 

Implementation Planning

Implementation Plan, Implementation Schedule, User Training Plan

 

Managing the Project Portfolio

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Business Case Preparation

Project Business Case, Cost Benefit Analysis

 

 

Strategic Planning

Strategic Plan, SWOT Analysis

 

 

Project Approval Submission

Potential Project Identification, Project Approval Submission

 

 

Portfolio Investments

Portfolio Investment Tracking, Portfolio Investment Report

 

Managing Programs of Related Projects

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Program Coordination

Program Governance Checklist, Assumptions Matrix,

Project Dependency Tracking, Program Summary Report, Human Resource Forecast

 

 

Project Reviews

Project Review Report, Project Review Presentation

 

 

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