New Tools in an Old Company

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New Tools in an Old Company

• PMI Honolulu Chapter Meeting
• June 20, 2007

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Pre-set Meeting Agendas

• Sets direction for meeting
• Manage meeting participants
• Assists new PMs (or employees)

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Project Initiation Meeting Agenda
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Project Initiation Meeting Agenda
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Project Initiation Meeting Agenda
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Project Initiation Meeting Agenda
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Project Initiation Meeting Agenda
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Scope Statement Template
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Scope Statement Template
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Scope Statement Template
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Scope Statement Template
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Scope Statement Template
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Scope Statement Template
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Scope Statement Template
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Other Meeting Agenda Templates

• Project Plan Meeting
• Organizational Planning Meeting
• Preliminary Engineering Meeting
• PUC Application Development Meeting
• Engineering Design Meeting
• Construction Planning Meeting
• Construction Review Meeting

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Risk Assessment Checklist

• Operations
• Customer
• Land Use/Permitting
• Regulatory
• Community Relations
• Construction Impacts
• Long-Term Impacts
• Schedule
• Cost Estimate

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WBS Chart Pro
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WBS Chart Pro
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Scope Change Request Form
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Scope Change Request Form Part 1
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Scope Change Request Form Part 2
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Scope Change Request Form Part 3
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Scope Change Request Form Part 4
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Scope Change Request Form Part 5
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Lessons Learned Process Guidelines
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Lessons Learned Guideline 1
Lessons Learned meeting(s) should be held within
6 weeks after a project or a major phase of a
project is completed.
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Lessons Learned Guideline 2
At least a week prior to the meeting(s), the
Project Manager should prepare an agenda (or use
the attached Lessons Learned Matrix) and
distribute to all stakeholders.
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Lessons Learned Guideline 4
For a large or complex project it is recommended
that separate lessons learned meetings be
conducted for the different areas or phases of
the project.
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Lessons Learned Matrix Template
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Lessons Learned Matrix Template
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Lessons Learned Matrix Template
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Lessons Learned Matrix Template
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Lessons Learned Matrix Template
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Lessons Learned Matrix Template
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Lessons Learned Matrix Template
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Lessons Learned Matrix Template
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Lessons Learned Matrix Template
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PM Checklist
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PM Checklist
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Conclusion

• Work within Framework
• Keep efforts Low-Key
• Create In-house Training

Leverage Your PMI Membership!