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    Project Management Template Workbook

    Uploaded by

    Osama Taghlebi

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Project Management Template Workbook

    Uploaded by

    Osama Taghlebi
    6 views23 pages

    Original Title

    Project_Management_Template_Workbook

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    6 views23 pages

    Project Management Template Workbook

    Uploaded by

    Osama Taghlebi

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 23

    Project Ma

    oject Management Template Pa


    plate Package
    CHANGES LOG
    ID CHANGE TYPE CHANGE DESCRIPTION REQUESTOR DATE SUBMITTED DATE APPROVED APPROVED BY STATUS PRIORITY COMMENTS
    CN-001
    CN-002
    CN-003
    CN-004
    CN-005
    CN-006
    CN-007
    CN-008
    CN-009
    CN-010
    CN-011
    CN-012
    CN-013
    CN-014
    CN-015
    CN-016
    CN-017
    CN-018
    CN-019
    CN-020
    CN-021
    CN-022
    CN-023
    CN-024
    CN-025
    CN-026
    CN-027
    CN-028
    CN-029
    CN-030
    LESSONS LEARNED LOG
    ID CATEGORY SITUATION DESCRIPTION IMPACT ON PROJECT ANALYSIS/CAUSE IMPROVEMENT RECOMMENDATIONS
    LL-001
    LL-002
    LL-003
    LL-004
    LL-005
    LL-006
    LL-007
    LL-008
    LL-009
    LL-010
    LL-011
    LL-012
    LL-013
    LL-014
    LL-015
    LL-016
    LL-017
    LL-018
    LL-019
    LL-020
    LL-021
    LL-022
    LL-023
    LL-024
    LL-025
    LL-026
    LL-027
    LL-028
    LL-029
    LL-030
    ASSUMPTIONS/CONSTRAINTS LOG
    ID DATE IDENTIFIED IDENTIFIED BY (AUTHOR) ASSUMPTION/CONSTRAINT DESCRIPTION IMPACT OWNER ACTION STATUS COMMENTS
    AC-001
    AC-002
    AC-003
    AC-004
    AC-005
    AC-006
    AC-007
    AC-008
    AC-009
    AC-010
    AC-011
    AC-012
    AC-013
    AC-014
    AC-015
    AC-016
    AC-017
    AC-018
    AC-019
    AC-020
    AC-021
    AC-022
    AC-023
    AC-024
    AC-025
    AC-026
    AC-027
    AC-028
    AC-029
    AC-030
    ISSUES LOG
    ID ISSUE TYPE ISSUE DESCRIPTION ORIGINATOR DATE SUBMITTED DATE RESOLVED APPROVED BY STATUS PRIORITY COMMENTS
    I-001
    I-002
    I-003
    I-004
    I-005
    I-006
    I-007
    I-008
    I-009
    I-010
    I-011
    I-012
    I-013
    I-014
    I-015
    I-016
    I-017
    I-018
    I-019
    I-020
    I-021
    I-022
    I-023
    I-024
    I-025
    I-026
    I-027
    I-028
    I-029
    I-030
    RISK REGISTER
    CURRENT RISK RESIDUAL RISK
    ID RISK OWNER RISK NAME & DESCRIPTION MITIGATION STRATEGIES STATUS (OPENED/CLOSED)
    PROBABILITY (1-5) IMPACT (1-5) RISK RATING PROBABILITY (1-5) IMPACT (1-5) RESIDUAL RISK RATING
    R-001
    R-002
    R-003
    R-004
    R-005
    R-006
    R-007
    R-008
    R-009
    R-010
    R-011
    R-012
    R-013
    R-014
    R-015
    R-016
    R-017
    R-018
    R-019
    R-020
    R-021
    R-022
    R-023
    R-024
    R-025
    R-026
    R-027
    R-028
    R-029
    R-030
    RISK GUI
    Probability
    Probability is the likelihood of the hazard occurring and it is often ranked on a five-point scale:

    Frequent 5 Likely to occur often in the life of an item


    Probable 4 Will occur several times in the life of an item
    Occasional 3 Likely to occur sometime in the life of an item.
    Remote 2 Unlikely but possible to occur in the life of an item.
    Improbable 1 So unlikely, it can be assumed occurrence may not be experienced.

    Risk Assessment Matrix

    Impact/Severity
    1 Marginal 2 Moderate 3 Critical 4 Catastrophic
    Probability

    1 Improbable LOW (1) LOW (2) LOW (3) MEDIUM (4)


    2 Remote LOW (2) MEDIUM (4) MEDIUM (6) HIGH (8)
    3 Occasional LOW (3) MEDIUM (6) HIGH (9) EXTREME (12)
    4 Probable MEDIUM (4) HIGH (8) EXTREME (12) EXTREME (16)
    5 Frequent MEDIUM (5) EXTREME (10) EXTREME (15) EXTREME (20)

    Mitigation actions should include such things as:

    · Preventative actions - planned actions to reduce the likelihood a risk will occur and/or reduce the seriousness should it occur. (What should you do n
    · Contingency actions - planned actions to reduce the immediate seriousness of the risk when it does occur. (What should you do when?)
    · Recovery actions - planned actions taken once a risk has occurred to allow you to move on. (What should you do after?)
    RISK GUIDE
    Severity
    Severity is the amount of damage or harm a hazard could create and it is often ranked on a four-point scale as follows:

    Catastrophic 4 Operating conditions are such that human error, environment, design deficiencies, element, subsystem or component failure,
    Critical 3 Operating conditions are such that human error, environment, design deficiencies, element, subsystem or component failure o
    Marginal 2 Operating conditions may commonly cause minor injury or illness or minor systems damage such that human error, environm
    Negligible 1 Operating conditions are such that personnel error, environment, design deficiencies, subsystem or component failure or proc

    Rating for Probability and Impact for each risk


    1 Rated as Low (25%)
    2 Rated as Medium (50%)
    3 Rated as High (75%)
    4 Rated as Extreme (90%) Used for Impact only

    Strategy

    Opportunity (positive risks): Exploit Share Enhance Accept Escalate

    Threat (negative risks): Avoid Transfer Mitigate Accept Escalate

    ld it occur. (What should you do now?)


    hould you do when?)
    bsystem or component failure, or procedural deficiencies may commonly cause death or major system loss, thereby requiring immediate cessation of the unsafe activity or ope
    bsystem or component failure or procedural deficiencies may commonly cause severe injury or illness or major system damage thereby requiring immediate corrective action.
    ch that human error, environment, design deficiencies, subsystem or component failure or procedural deficiencies can be counteracted or controlled without severe injury, illne
    m or component failure or procedural deficiencies will result in no, or less than minor, illness, injury or system damage.
    of the unsafe activity or operation.
    mmediate corrective action.
    d without severe injury, illness or major system damage.
    List of potential risks affecting your proje
    Risk area

    RESOURCES

    COST

    PRODUCTION

    TESTING DELAYS

    ENVIRONMENTAL
    SCOPE

    COMMUNICATION

    TIME

    QUALITY

    PURCHASING
    OTHERS
    List of potential risks affecting your project
    Risk name

    Engineering skills
    Labor availability
    Labor skills
    Under-resourced team
    Supplier delays
    part delays
    Machinery unavailable
    Higher management decision
    Injury, Illness
    Replacement of key engineer
    Customer late CIR, Approval dwg pack delivery or waiting for information confirmation/approval
    Customer PO delays
    Lay-offs

    Budget exceeded
    Underestimated budget
    Unanticipated expenditure
    Exchange rate
    Penalties
    Cost rise (suppliers, materials)

    Human error - rework


    Design/Engineering error
    Design/Engineering changes
    NDT delays
    Customer caused delays
    Third party caused delays
    Safety issues

    Part failure
    Integration issues (systems, utilities and controls)
    Complex engineering parts unforseen difficulties

    Poor weather conditions or Force Majeure


    Low water level
    Road closures
    Low bridges
    Street furniture
    Environmental authority approvals (planning submission, exhaust emissions, lightning strike protection, etc.)
    Legionnaires disease

    Scope creep
    Gold plating
    Poorly defined scope of works/requirements
    Poor understanding of what is required
    Missed expectations

    Project team
    Customer
    Suppliers
    Project sponsor
    Top management

    Schedule delays
    Public Holidays
    Factory shutdowns
    Customer last moment/late change order
    Standard customer change order

    FAT not completed


    Too many NCRs
    Incomplete/opened/unresolved NCRs
    Mechanical issues
    Electrical issues
    Controls issues
    Field planning and installation issues
    Purchasing issues (part not complying to specification)
    Certifications (missing, incomplete, unavailable)
    Stnadard, Directive, legislation compliance issues

    Supply chain reliability (single source dependency)


    Long lead times
    Shipping delays
    Part production delays
    Item lost during transport
    Item damaged during transport
    Vendor bankruptcy

    VISA needed
    Health check needed
    Specific, locally acknowledged training course required
    Contry work permits
    Cash only transactions (Russia, etc.)
    Site entry permits (clearance delays, nationality, periodic renewal expiry, etc.)
    Site access (delays, obstructions, safety issues, etc.)
    Site supervision required ( a third party)
    Weekend working
    Overtime working
    Site work permits (work at heights, hot work, roof access, etc.)
    Risk Metrics
    KRI - Key Risk Indicators
    = metric that provides information on the level of exposure to a given operational risk which the organization has at a

    Occurrence
    Occurrence
    Occurrence o
    Occurrence of
    Occurrence of HW
    Occurrence of P

    Export/import lim

    Limited work hrs. (no 10


    Key

    Cer
    Docum
    Customer pa
    Frequency
    CUSTOMER PROMISE LOG

    CUSTOMER SERVICE COMMITTMENT:


    I am committed to making customers happy and
    to fulfilling ALL promises I make ON TIME.
    I log and save all promises so no one is forgotten.

    ID CUSTOMER CONTACT DATE JOB#, RQ#, SERVICE TICKET# PROMISE MADE DUE ON FULLFILLED ON CUSTOMER SATISFACTION (Y/N) COMPLETED BY
    PR-001
    PR-002
    PR-003
    PR-004
    PR-005
    PR-006
    PR-007
    PR-008
    PR-009
    PR-010
    PR-011
    PR-012
    PR-013
    PR-014
    PR-015
    PR-016
    PR-017
    PR-018
    PR-019
    PR-020
    PROJECT TASK TRACKER
    Project ID Project ID Task Project health PM % complete STATUS COMMENTS
    TT-001
    TT-002
    TT-003
    TT-004
    TT-005
    TT-006
    TT-007
    TT-008
    TT-009
    TT-010
    TT-011
    TT-012
    TT-013
    TT-014
    TT-015
    TT-016
    TT-017
    TT-018
    TT-019
    TT-020
    TT-021
    TT-022
    TT-023
    TT-024
    TT-025
    TT-026
    TT-027
    TT-028
    TT-029
    TT-030
    REQUEST FOR INFORMATION TRACKER
    ID REQUESTOR REQUEST DATE REQUESTOR CHAMPION RESPONSE DATE RESPONSE COMMENTS
    RFI-001
    RFI-002
    RFI-003
    RFI-004
    RFI-005
    RFI-006
    RFI-007
    RFI-008
    RFI-009
    RFI-010
    RFI-011
    RFI-012
    RFI-013
    RFI-014
    RFI-015
    RFI-016
    RFI-017
    RFI-018
    RFI-019
    RFI-020
    RFI-021
    RFI-022
    RFI-023
    RFI-024
    RFI-025
    RFI-026
    RFI-027
    RFI-028
    RFI-029
    RFI-030

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