Sheet 1: Managing Multiple Projects

	
	
	
	
	
	
	

		

 
		
		


		


	
	

		


		
OVERVIEW TEMPLATE TO MANAGE MULTIPLE PROJECTS
		


		


		


		


	
	

		


		
PHASES + TASKS
		
USEFUL TEMPLATE
		
STATUS
		


		
STATUS KEY
	
	

		


		
Conception / Initiation for Each Project
		


		
Complete
		


		
Not Started
	
	

		


		
External or internal stakeholders use template to propose/request new project.
		
Proposed Project Template
		
In Progress
		


		
In Progress
	
	

		


		
Company and project leaders assess proposed project, approve or reject,  and assign priority level of project compared to ongoing projects.
		


		
Not Started
		


		
Complete
	
	

		


		
Definition and Planning for Each Project
		


		
Overdue
		


		
On Hold
	
	

		


		
Project leaders complete project brief/charter, providing details on objectives, tasks, responsibilities, deadlines. Ensure all team members have access to brief.
		
Project Charter Template
		
Needs Review
		


		
Overdue
	
	

		


		
Company and project leaders update ongoing multi-project status report, with new project timeline in context of other projects and deadlines. Includes Gantt chart with all projects, including dependencies among projects.
		
Multiple Project Tracking Template
		
On Hold
		


		
Needs Review
	
	

		


		
Launch and Execution for Each Project
		


		


		


		


	
	

		


		
In project management software or other format, set up detailed description of project, including all deadlines and responsibilities. Ensure everyone who has responsibilities for project tasks knows their responsibilities and deadlines. Incorporate those tasks and deadlines based on team member responsibilities on other projects.
		
Project Timeline Template
		


		


		


	
	

		


		
Monitoring and Control of Each Project and All Projects Together
		


		


		


		


	
	

		


		
Send reminder to team members on all individual project responsibilities and deadlines.
		


		


		


		


	
	

		


		
Inform team members and leaders when a project phase has been completed and work needs to be checked.
		


		


		


		


	
	

		


		
Inform team members when a phase has been completed and work can begin on next phase.
		


		


		


		


	
	

		


		
Send updated status reports to team on progress on all projects, especially noting when a project phase is completed if it affects work on related projects.
		


		


		


		


	
	

		


		
Manage all content files for each project, including tracking all versions.
		


		


		


		


	
	

		


		
Project Close
		


		


		


		


	
	

		


		
Notify project leaders as work finishes on project, for final approval.
		


		


		


		


	
	

		


		
Inform team members as project is completed, especially noting when project completion affects work or the start of work on related projects.
		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		
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