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Before your stakeholders can prioritize a list of projects, it’s critical to pull together the key information they can use for decision-making. This template will give you the framework for making sure you have a project overview that includes goals, requirements, potential benefits, estimated direct costs, success criteria, and project classification. As Jay Rollins explains ...
It’s difficult to build a solution if you don’t know the requirements. The “elicitation” step is where the requirements are first gathered from the client, and there are lots of ways to go about it. Each technique has value in certain circumstances, and you’ll often need multiple techniques to gain a complete picture. Tom Mochal ...
Get a detailed look at how the cost of implementing Zimbra compares to the cost of using Exchange. This worksheet looks at base OS cost, base application cost, total user cost, total upfront cost, and additional yearly cost — as well as total cost for one through five years. See “Introducing Zimbra Collaboration Suite” in ...
Get ready to speak the ROI language before you pitch your next project. Use this simple Excel spreadsheet to help you organize and collect the data to create a reasonable ROI estimate. The spreadsheet calculates an approximate ROI on a project during its life cycle and does simple tallying and net present value (NPV) calculations.
This Excel spreadsheet can help your teams keep accurate records of the time they’ve worked for your clients. It has macros to calculate regular and overtime pay. Other macros automatically change dates while leaving hours from a previous week in place.
Having clients sign a detailed statement of work performed can protect you both legally and financially. Download these sample forms to help you map out documentation that works for your firm.
Performing a technology due diligence is a good way to understand your client’s technology and assess the financial implications of its technology plans. Here is a template you can use to organize your next IT due diligence effort.
The first part of planning a project is to define the work. Download this project template to create a definition document to guide you through a project. This template focuses on the basic information you need for a small or medium-size project.