More About the Bates Project Management Methodology

What's new in the Release 6.7 of the
Bates Project Management Methodology?

The 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 Manuals

Manual 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 environment

Manual 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-ROM

Now 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

1.  Project Selection Approval Document

WORD

2.  Project Definition Document

WORD

3.  Project Feasibility Summary Document

WORD

Project Planning

Scope Definition

4.  Project Charter

WORD

5.  Responsibility List

WORD

6.  WBS Dictionary

WORD

7.  Work Package Group Contract

WORD

Work Package Planning – Time Critical Approach

8.  WPP Description (Time Critical)

EXCEL

9.  WPP Schedule Estimate – Alternate (Time Critical)

EXCEL

10.  WPP Estimate and Budget (Time Critical)

EXCEL

11.  WPP Estimate of Other Resources (Time Critical)

EXCEL

12.  WPP Travel Estimate (Time Critical)

EXCEL

Work Package Planning – Traditional Approach

13.  WPP Description (Traditional)

EXCEL

14.  WPP Schedule Estimate – Alternate (Traditional)

EXCEL

15.  WPP Estimate and Schedule (Traditional)

EXCEL

16.  WPP Budget (Traditional)

EXCEL

17.  WPP Estimate of Other Resources (Traditional)

EXCEL

18.  WPP Travel Estimate (Traditional)

EXCEL

Budget Planning

19.  Budget Plan and Report

EXCEL

Schedule Planning

20.  Labor Contingency Model

EXCEL

21.  Labor Contingency Model Guide

WORD

Project Execution and Control

22.  Active Project Status Report

WORD

23.  Assumptions List

WORD

24.  Change Log

WORD

25.  Change Request

WORD

26.  Issues Log

WORD

27.  Contact List

WORD

28.  Individual Time Sheet

EXCEL

29.  Project Team Kick Off Checklist

WORD

30.  Project Startup Checklist

WORD

Facilitating Processes

Project Communications

31.  Communications Charter

WORD

32.  Communications Evaluation

WORD

33.  Communications Planning Guide

WORD

34.  Communications Quality Monitoring Report

WORD

35.  Resource Assignment Analysis

WORD

36.  Resource Assignment Matrix

WORD

37.  Stakeholder Analysis

WORD

38.  Stakeholder Input

WORD

Project Risk Management

39.  Project Risk Assessment

EXCEL

40.  Risk and Solution Evaluation

EXCEL

41.  Risk Identification and Assignment

WORD

42.  Risk Solution Analysis

WORD

Project Quality Management

43.  Customer Position Statement

WORD

44.  Project Supplier Profile

WORD

45.  Quality Leadership Profile

WORD

46.  Team Composition and Organization

WORD

47.  Team Standards and Measurements

WORD

48.  Team Support and Improvement Log

WORD

49.  Trend Analysis Model

EXCEL

Project Procurement Management

50.  Bid Solicitation Checklist

WORD

51.  Contract Authorization Record

WORD

52.  Contract Amendment Authorization

WORD

53.  Procurement Plan

WORD

Project Closeout

54.  Project Closeout Report – Consulting

WORD

55.  Project Closeout Report – Internal

WORD

56.  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.

TM Bates Project Management Inc.
1983-2004