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Project Management Methodology

What's new in the Release 6.7 of the
Bates Project Management Methodology?pmmThe Bates PMM is fully compliant with the Project Management Institute's Project Management Body of Knowledge (PMBOK®), and provides the processes, tools and templates necessary to completely implement the PMBOK® framework. It also complies with SEI's Capability Maturity Model (CMM) and the PM3 model. The Bates PMM has also been used in the context of meeting the requirements established by the Government of Canada's Treasury Board Secretariat for large-scale project governance as contained in the TBS Enhanced Management Framework (EMF).The Bates PMM package is available on a individual or corporate licenses basis, depending on the client's requirement and project environment. The Bates PMM is currently in Release 6.7 and includes the following components:Bates Project Management Methodology ManualsManual 1 – The Corporate Management of Projects


This manual describes the management of multiple projects across an organization. It includes project management policies, guidelines and processes as they apply in general to a corporate multi-project environmentManual 2 – The Process of Managing a Project


This manual provides a start-to-finish process that managers can use to plan and execute individual projects successfully. Modules include project initiation, scope definition, work package planning, schedule planning, budget planning, project control, project close-out, procurement management, risk management and quality management. Manual 3 – Human Considerations of Project Management
The communications and human issues of project management are discussed in this brief manual, including team building considerations and conflict management considerations.Bates PMM Toolkit on CD-ROMNow updated to include a total of 56 project planning templates in Microsoft® Word and Excel. Provides all of the forms from the Bates PMM for easy use and customization by the license holder. Users require Microsoft® Word and Excel. N E W !  Project Execution and Control Process chapter - 60 new pages featuring processes for product integrity control; project administration; project updating and monitoring and management reporting.The PMM Toolkit has been updated again to include the last planning and control templates – now 56 in total! See below for a complete list of templates provided: 

Project Management Methodology Templates Host Software

Project Initiation

  • Project Selection Approval Document

WORD

  • Project Definition Document

WORD

  • Project Feasibility Summary Document

WORD

Project Planning

Scope Definition

  • Project Charter

WORD

  • Responsibility List

WORD

  • WBS Dictionary

WORD

  • Work Package Group Contract

WORD

Work Package Planning – Time Critical Approach

  • WPP Description (Time Critical)

EXCEL

  • WPP Schedule Estimate – Alternate (Time Critical)

EXCEL

  • WPP Estimate and Budget (Time Critical)

EXCEL

  • WPP Estimate of Other Resources (Time Critical)

EXCEL

  • WPP Travel Estimate (Time Critical)

EXCEL

Work Package Planning – Traditional Approach

  • WPP Description (Traditional)

EXCEL

  • WPP Schedule Estimate – Alternate (Traditional)

EXCEL

  • WPP Estimate and Schedule (Traditional)

EXCEL

  • WPP Budget (Traditional)

EXCEL

  • WPP Estimate of Other Resources (Traditional)

EXCEL

  • WPP Travel Estimate (Traditional)

EXCEL

Budget Planning

  • Budget Plan and Report

EXCEL

Schedule Planning

  • Labor Contingency Model

EXCEL

  • Labor Contingency Model Guide

WORD

Project Execution and Control

  • Active Project Status Report

WORD

  • Assumptions List

WORD

  • Change Log

WORD

  • Change Request

WORD

  • Issues Log

WORD

  • Contact List

WORD

  • Individual Time Sheet

EXCEL

  • Project Team Kick Off Checklist

WORD

  • Project Startup Checklist

WORD

Facilitating Processes

Project Communications

  • Communications Charter

WORD

  • Communications Evaluation

WORD

  • Communications Planning Guide

WORD

  • Communications Quality Monitoring Report

WORD

  • Resource Assignment Analysis

WORD

  • Resource Assignment Matrix

WORD

  • Stakeholder Analysis

WORD

  • Stakeholder Input

WORD

Project Risk Management

  • Project Risk Assessment

EXCEL

  • Risk and Solution Evaluation

EXCEL

  • Risk Identification and Assignment

WORD

  • Risk Solution Analysis

WORD

Project Quality Management

  • Customer Position Statement

WORD

  • Project Supplier Profile

WORD

  • Quality Leadership Profile

WORD

  • Team Composition and Organization

WORD

  • Team Standards and Measurements

WORD

  • Team Support and Improvement Log

WORD

  • Trend Analysis Model

EXCEL

Project Procurement Management

  • Bid Solicitation Checklist

WORD

  • Contract Authorization Record

WORD

  • Contract Amendment Authorization

WORD

  • Procurement Plan

WORD

Project Closeout

  • Project Closeout Report – Consulting

WORD

  • Project Closeout Report – Internal

WORD

  • Project Closeout Checklist

WORD

®"PMI", the PMI logo, "PMP", the PMP logo and  "PMBOK" are service and trademarks registered in the United States and other nations of the Project Management Institute.

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1983-2004