It’s the responsibility of the management team of an organization to analyze a received project in terms of its finance prior to accepting / rejecting it. In order to do so, there are certain Project Finance Analytical Methods / concepts that have been designed to follow to make decisions based on the financial results the concepts result on.
Below template template has been developed to analyze a project using Return On Investment (ROI), Net Present Value (NPV), Internal Rate of Return (IRR) and Payback Period. The steps that need to be followed in order to use the template are mentioned in the template itself.
Project Status – High level Summary (Project High level View) can be used to obtain a quick snapshot of the list of projects a particular Project Manager is handling. Mostly, this template is better to be used for your own reference in order to do a quick check-list view to see which project working on which module, who is responsible and the current status of that particular project. (Not recommended to present at the top management / director board meetings). The template can be downloaded using the below URL.
Product Backlog is a list of requirements needed to complete a particular project. Under agile terms, this list will be prioritized based on few factors such as business value, risk, etc… by the Product Owner / Client. Once its prioritized, the project can be built based on the priority and the list will be completed sprint-wise. You can download the Product Backlog template using the following URL.
This is the primary output under the Risk Identification process. It details out the risks identified throughout the project life cycle. Information such as risk details, impact, probability, response strategy and the risk status can be included in the Risk Register. You can download a sample template using the below URL.
RACI chart can be used to illustrate which project personnel / stakeholder involved in which task and how each task is connected to them. This template may vary based on the complexity of the project. You can download the RACI Chart