项目经理套件

Strategic, economic, commercial, financial and management cases, options appraisal, NPV, IRR, WACC, payback, sensitivity, benefits and risks

Project charter: purpose, measurable objectives, scope, high-level requirements, milestones, budget, governance, PM authority levels, exit criteria

Stakeholder register with interest, influence, attitude, power/interest grid, engagement gaps, actions and communication preferences

Project kickoff: agenda, why, success measures with baseline, scope in and out, roles and decision rights, milestones, risks, working agreements, decisions, actions

Team working agreement: purpose, goals, boundaries, roles and back-ups, decision rules, working agreements, conflict and feedback, team health check

Integrated plan: objectives, governance, scope, schedule, cost and EVM, quality, risk, procurement, change control, baselines, ISO 21502 and PMBOK 8 crosswalk

Deliverable-oriented WBS with numbered hierarchy, diagram, 100% rule check, WBS dictionary and work package sizing rules

Schedule baseline: milestones, activity list with FS/SS dependencies, Mermaid gantt, critical path, resource loading, buffers

Resource demand by role and period, team structure, RACI, acquisition and onboarding, capacity vs demand, training and release

RACI matrix with role backups, activity list, validation rules, RASCI and DACI variants, escalation path, change log

Communication matrix (audience, purpose, channel, frequency, owner), meeting cadence, escalation path, repository and feedback

Quality policy, objectives, acceptance criteria, roles, QA audits, QC metrics, nonconformance and corrective action, improvement, records

Make-or-buy analysis, procurement items, contract types, weighted supplier evaluation, timeline, supplier management, approvals

Benefits map, benefit profiles with measure, baseline, target, timing and owner, tracking schedule, dependencies and dis-benefits

Risks, assumptions, issues, dependencies and constraints log with P x I scoring, validate-by and validated-on dates, heat map, ADC alignment, RACI and review cadence

Monte Carlo schedule and cost risk: health check, risk drivers, three-point ranges, model, P50/P80 results, criticality, sensitivity, risk removal, contingency

Project status report: RAG overall and by dimension, milestones, achievements, risks, decisions needed, EVM snapshot and budget

Periodic report to the project board: summary, products done and due, tolerance table (time, cost, scope, quality, risk, benefits, sustainability), risks, changes, lessons, requests

Periodic EVM report: PV, EV, AC, SV, CV, SPI, CPI, S-curve, control accounts, variance analysis, earned schedule, EAC methods, TCPI check, decisions

Steering pack: executive summary, decisions requested, status dashboard, financials, escalated risks, change requests, roadmap

Project change request with impact on scope, schedule, cost, quality and risk, options, CCB decision record, change log and flow

Forecast tolerance breach: cause, stage and project consequences, costed options checked against both tolerance levels, recommendation, board decision record

Closure: objectives vs outcomes, scope, schedule and cost variances, quality, benefits handover, open items, contracts, archive, sign-off

Lessons workshop method, register with category, impact, root cause, recommendation, owner and where applied, plus actions

Review questions, objectives versus outcomes, benefits and attribution, cost and schedule, service and NFRs in production, adoption, architecture drift, lessons