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Project Management Templates for Methodologies

June 4 2007

Project Management Templates Methodologies …

When you manage projects, you should repeat the same processes to initiate, plan, execute and close your projects. Only by repeating the same successful processes, can you gain a level of efficiency and gain a high project success rate.

Of course you can often buy online project management templates as part of an “off the shelf” methodology, or you can create a new methodology yourself from scratch.

If you choose to develop a methodology from scratch, then we’ll help you do it by describing here…

How to Create your Own Project Methodology

If you need to build a project methodology from the ground level up, then take these 3 steps to do it:

Step 1: Identify your Needs

The first step is to define your requirements for new project management templates, by answering the following types of questions:

  • Which project methodologies are currently in use?
  • Which types and sizes of projects are undertaken?
  • How many projects are usually run in parallel?
  • Which projects were successful and why?
  • Which methodologies were used for these projects?
  • Are any project management standards followed?
  • What types of project documentation exist?
  • What are the any common problem areas?
  • How would a new methodology fix these problems?

Now that you know what the common problems are and how your new methodology will address them, you’re ready to list your requirements. Here are some examples of requirements:

  1. Specific. It must provide us with these processes…
  2. Flexible. It must help us manage these types of projects…
  3. Consistent. It must help us to achieve these results…
  4. Comprehensive. It must cover these lifecycle activities…
  5. Toolset. It must include these templates and forms…

Step 2: Design the Solution

Then design your methodology to meet these requirements. Your design will list each of the components that the new methodology will include. Here are some examples:

  • Phases. List each of the phases to be included.
  • Activities. Identify the activities included per phase.
  • Tasks. Specify the tasks included per activity.
  • Processes. List the project processes to be added.
  • Templates. Create a list of the templates to be included.

Step 3: Create Your Methodology

Now that you know which components need to be created, the next step is to physically construct them. The best way to create a new methodology is to use the “Methodology Manager” included within MPMM Professional. This tool will help you to create a complete new methodology from scratch, quickly and easily.

Create the Methodology Framework

First, create your methodology framework by documenting the “Project Management Life Cycle”. To create your own life cycle, list each of the  repeatable phases, activities and tasks (identified in Step 2) and sequence them accordingly. If using MPMM to do this, then simply create a new “methodology” and create a new page for each phase, activity and task in your new project life cycle.

Populate your Methodology

The next step is to populate your methodology by describing how each phase, activity and task will be carried out and in which order. You will also need to describe the roles and responsibilities carrying out each task, as well as the process needed to monitor and control the project.

Only by fully documenting every stage in your project life cycle, can you build a complete new methodology for projects. If using MPMM, you can either; use the Editor to enter your content from scratch, copy the content from the existing MPMM methodology itself, or upload the content from any existing project management materials you own.

Add Methodology Tools

Now that you have created and documented a comprehensive project methodology that describes in depth how to complete every stage in the life cycle, the final step is to add a suite of project management templates to it. If using MPMM, you can either; create the templates from scratch from within the Methodology Manager, copy the templates from the MPMM methodology itself, or upload any existing templates in your possession.

And that’s it. By defining your requirements, designing your solution and using MPMM to build a complete a methodology from scratch, you can use repeatable process to deliver your projects successfully, every time.