Level 1

PROJECT FROM TO MONTHS Percentage HOURS INITIATE PLANNING

Level 2
EXECUTING MONTR/CTR CLOSE TOTALS

Yellow Project

Jan-00

Jan-00

0%

0% 0 10% 0 10% 0 10% 0 10% 0 #DIV/0! 0

25% 0 25% 0 25% 0 25% 0 25% 0 #DIV/0! 0

40% 0 30% 0 30% 0 30% 0 30% 0 #DIV/0! 0

25% 0 25% 0 25% 0 25% 0 25% 0 #DIV/0! 0

10% 0 10% 0 10% 0 10% 0 10% 0 #DIV/0! 0

100% 0 100% 0 100% 0 100% 0 100% 0 #DIV/0! 0

Orange Project

Jan-00

Jan-00

0%

Green Project

Jan-00

Jan-00

0%

Purple Project

Jan-00

Jan-00

0%

Blue Project

Jan-00

Jan-00

0%

Totals:

0%

INSTRUCTIONS:

1. LEVEL 1 Simply enter the name of your project, the from and to dates and the spreadsheet will take care of all your calculations! You can keep adding projects until you reach the required 4500 hours and at least 36 months. Warning: The spreadsheet will double count overlapping months so you will need to check this calculation manually if your projects overlap. 2. LEVEL 2 In the level 2 section the sheet provides default percentages spent on the 5 process groups and then calculates your hours. You can use these or change them. Just make sure they add up to 100% when your finished. 3. Level 3 On the next sheet, only manipulate the percentages columns for each project to reflect the areas you spent in each process group. Remember when you change the percentages, the total on the top will change, and you must manipulate the percentages so that it will total 100%. 4. This spreadsheet has been protected to guide you, but if you want to change it, by all means go ahead. Just go to Tools->Projection->Unprotect and click OK. No password is needed. 5. If you mess up, just download it again. If you have more than 4 projects to list, might be better to just create two spreadsheets and list all your projects. Or just unprotect the spreadsheet, and copy and paste. 6. Good luck and don't sweat the application process.

LEVEL 3
Yellow Project Total Hours for Project Orange Project Green Project Purple Project Blue Project

0
Initiating Conduct project selection methods to evaluate the 1 feasibility of new products or services Identify key stakeholders and perform analysis to gain 2 buy-in and requirements for the success of the project Define the scope of the project based on the organization need to meet the customer project 3 expectations Develop the project charter and review it with key stakeholders to confirm project scope, risks, issues, assumptions and constraints as well as obtain project 4 charter approval from project sponsor Identify and document high level risks, assumptions and constraints using historical data and expert 5 judgment

0 100% 20% 20% 20% 0 0 0 0 100% 10% 20% 30%

0 0 0 0

0 INITIATION 0 0 0 0

0 100% 20% 20% 20% 0 0 0 0 100% 20% 20% 20% 0 0 0 0

0 104% 20% 19% 5%

0 0

20% 20%

0 0

20% 20%

0 0 PLANNING 0 0 0 0 0 0 0 EXECUTION 0 0 0 0

20% 20%

0 0

20% 20%

0 0

10% 50%

Planning Identify key project team members and define roles and responsibilities to create a project organization 1 structure to develop a communication plan Create the work breakdown structure with the team to develop the cost, schedule, resource, quality and 2 procurement plans Identify project risks to define risk strategies and 3 develop the risk management plan Obtain project plan approval from the customer and 4 conduct a kick off meeting with all key stakeholders Define and record detail project requirements, constraints and assumptions with the stakeholders to 5 establish the project deliverables Develop the change management plan to define how changes will be handled to manager the triple 6 constraints

0 0 0 0 0 0 0

100% 17% 17% 17% 17% 17% 17%

0 0 0 0 0 0 0

100% 17% 17% 17% 17% 17% 17%

100% 17% 17% 17% 17% 17% 17%

0 0 0 0 0 0 0

100% 17% 17% 17% 17% 17% 17%

0 0 0 0 0 0 0

100% 17% 17% 17% 17% 17% 17%

Executing Manage proactively the resource allocation by ensuring that appropriate resources and tools are 1 assigned to the tasks according to the project plan. Execute the tasks defined in the project plan in order 2 to achieve the project goals. Ensure a common understanding and set expectations through communication to align the stakeholders and 3 team members.

0 0 0 0

100% 13% 13% 13%

0 0 0 0

100% 13% 13% 13%

100% 13% 13% 13%

0 0 0 0

100% 13% 13% 13%

0 0 0 0

100% 13% 13% 13%

Improve team performance by building team cohesiveness, leading, mentoring, training, and motivating in order to facilitate cooperation, ensure 4 project efficiency and boost morale Implement a quality management plan to ensure that work is being performed according to required quality 5 standards. Implement approved changes according to the Change 6 Management Plan. Obtain project resources in accordance with a 7 procurement plan. Implement the approved actions and workarounds 8 required to minimize the impact of project risks.

0 0 0 0 0

13% 13% 13% 13% 13%

0 0 0 0 0

13% 13% 13% 13% 13%

0 0 0 0 0

13% 13% 13% 13% 13%

0 0 0 0 0

13% 13% 13% 13% 13%

0 0 0 0 0

13% 13% 13% 13% 13%

Monitoring and Controlling Measure project performance using appropriate tools 1 and techniques. Verify and manage changes to the project scope, project schedule and project costs as defined in the 2 change management plan. Monitor the status of all identified risks, identify any new risks, take corrective actions and update the risks 3 response plan. Ensure the project deliverables conform to quality 4 standards established in the project quality plan.

0 0 0 0 0

100% 25% 25% 25% 25%

MONITORING AND CONTROLLING 0 100% 0 100% 0 0 0 0 14% 40% 12% 34% 0 0 0 0 CLOSING 0 0 0 25% 25% 25% 25%

0 0 0 0 0

100% 25% 25% 25% 25%

0 0 0 0 0

100% 25% 25% 25% 25%

Closing 1 Formalize and obtain final acceptance for the project. 2 Identify, document and communicate lessons learned. Archive and retain project records, historical information and documents (e.g., project schedule, project plan, lessons learned, surveys, risk and issues logs, etc.) in order to retain organizational knowledge, comply with statutory requirements, and ensure availability of data for potential use in future projects and internal/external audits. Please enter a value between 0 and 9999 Please enter a value between 0 and 9999 Hours must be entered in 3 quarter hour increments. Obtain financial, legal and administrative project closure (e.g. final payments, warranties, contract 4 signoff). Release all project resources and provide performance 5 feedback. 6 Create and distribute final project report. Measure customer satisfaction at the end of the 7 project.

0 0 0

100% 14% 14%

0 0 0

100% 14% 14%

100% 14% 14%

0 0 0

100% 14% 14%

0 0 0

100% 14% 14%

0 0 0 0 0

14% 14% 14% 14% 14%

0 0 0 0 0

14% 14% 14% 14% 14%

0 0 0 0 0

14% 14% 14% 14% 14%

0 0 0 0 0

14% 14% 14% 14% 14%

0 0 0 0 0

14% 14% 14% 14% 14%