See a sample portion of this product - two templates and one EPO eBookand one training module.

The EPO is available in 4 editions – select the one that best suits your needs:

• Project Management Edition - Single use copy designed for project managers.  The Project Management Edition is fully compliant with PMBOK Edition 4 and includes templates, e-Books, EPO PM Tools, Desktop application and project management repository. All the templates, e-Books and EPO Tools you need to manage your projects! Click here to purchase.

• Software Applications Edition - Intended for the management of software development projects.  Included are all the components of the Project Management Edition plus additional business analysis and software development templates and e-Books, a software configuration management framework and the software applications repository. Click here to purchase.

• Program & Portfolio Edition - The EPO Program & Portfolio Management Edition contains all the components of the Project Management and Software Applications Editions plus additional e-Books, templates and tools to support program and portfolio management. The Program and Portfolio Management Edition is based on the knowledge areas and processes contained in the newest PMI Practice Standards for Program and Portfolio Management. Click here to purchase.

• PMO Edition - The PMO Edition includes the complete suite of EPO components to support the development of a Project Management Office and the corporate roll-out of the EPO methodology.  The PMO Edition includes all the Project Management, Software Applications and Program & Portfolio Management Edition components plus EPO training modules and EPO project management flowcharts. Click here to purchase.

EPO Templates

Planning the Project

• Defining Requirements - Requirements Specification, Requirements Traceability Matrix

• Charter & Scope Definition - Project Charter, Project Scope Statement, Constraints & Assumptions Checklist, Scope Management Plan

• Work Breakdown Structure - WBS Planning View, WBS Assignment View, Work Package

• Project Planning - Project Management Checklist, Integrated Project Plan, Project Quick-Plan, Project Plan Summary

Developing the Schedule

• Activity Planning & Estimating - Activity Plan, Activity Planning View, Activity Estimating View

• Activity Sequencing & Scheduling - Activity Sequencing View, Activity Scheduling View, Resource Leveling View

• Schedule Management - Schedule Management Plan, Schedule Update View

Managing Project Costs

• Estimating & Budgeting - Chart of Accounts, Project Cost Estimate, Project Budget

• Cost Management - Cost Management Plan, Project Cost Tracking

• Earned Value Reporting - Earned Value Performance Calculator, Project Performance Report, Performance Report View

Tracking & Reporting

• Project Tracking - Tracking View, Time Report, Team Tracking Meeting

• Status Reporting - Project Progress Report, Project Status Report, Status View, Status Presentation

Project Execution & Control

• Change Management - Change Management Plan, Change Request, Change Request Log

• Issue Management - Issue Notice, Project Issue Log, Decision Request, Decision Request Log, Action Item, Action Item Log

• Project Closure - Project Closure Report, Project Closure Presentation

Developing the Project Team

• Human Resource Planning - Project Human Resource Plan, Responsibility Assignment Matrix

• Team Development - Team Charter, Team Kick-Off Meeting, Team Kick-Off Presentation

• Team Management - Team Communications Plan, Team Directory

Communicating with Stakeholders

• Communications Planning - Stakeholder Analysis, Project Communications Plan

• Stakeholder Management - Project Steering Committee, Meeting Agenda, Meeting Minutes

Managing Project Risks

• Identifying Risks - Risk Identification Checklist, SWOT Analysis

• Risk Analysis - Risk Assessment, Risk Event Scenario, Decision Tree

• Risk Management - Risk Response Plan, Risk Management Plan, Risk Register, Risk Occurrence

Managing Contracts & Procurement

• Procurement Planning - Procurement Management Plan, Statement of Work

• Bid & Proposal Evaluation - Alternative Selection, Readiness Footprint, Pairwise Ranking

• Contract Management - Contract Management Plan, Contract Closure Report

Managing Product Quality

• Quality Planning - Quality Management Plan

• Quality Control - Pareto Diagram, Control Chart

• Software Inspections - Inspection Report, Deliverable Acceptance, Deliverable Acceptance Log

• Software Testing - Software Testing Plan, Acceptance Criteria, Test Case, Acceptance Test Tracking, Defect Report, Defect Tracking Log

Business Analysis (Software Applications, Program & Portfolio, and PMO Editions only)

• Business Objects - Object Specification, Attribute Specification

• Business Events - Business Event List, Business Event Specification

• Use Case Modeling - Use Case Description, Use Case Matrix

• Workflow Modelling - Workflow Specification

Software Development (Software Applications, Program & Portfolio, and PMO Editions only)

• Iterative Development - Deliverable Evolution, Iteration Framework

• Configuration Management - Configuration Management Plan

• Implementation Planning - Implementation Plan, Implementation Schedule, User Training Plan

Managing the Project Portfolio (Program & Portfolio and PMO Editions only)

• Business Case Preparation - Project Business Case, Cost Benefit Analysis

• Project Approval Submission - Potential Project Identification, Project Approval Submission

• Portfolio Investments - Portfolio Investment Tracking, Portfolio Investment Report

Managing Programs of Related Projects (Program & Portfolio and PMO Editions only)

• Program Coordination - Program Governance Checklist, Assumptions Matrix, Project Dependency Tracking, Program Summary Report, Human Resource Forecast

• Project Reviews - Project Review Report, Project Review Presentation

EPO EBooks

Planning the Project

• Project Initiation & Scope Planning - Preparing the project charter, scope statement and scope management plan

• Requirements Definition - Define and specify business requirements

• Scope Management Planning - Prepare project scope and change management plans

• Work Breakdown Structure Planning - Preparing a Work Breakdown Structure (WBS)

• Work Package Planning – Preparing and assigning WBS Work Packages

• Project Plan Integration - Preparing core management plans (scope. time & cost) and planning subsidiary management processes (quality, human resources, communications, risk and procurement)

 Developing the Schedule

• Schedule Management Planning – Preparing a plan to manage the project schedule

• Activity Planning - Preparing a project activity list

• Activity Estimating - Estimating activity durations & resource effort

• Activity Sequencing – Defining activity sequence and dependencies

• Activity Scheduling – Preparing and optimizing the project schedule based on activity sequence and durations

• Project Schedule Management - Tracking and reporting schedule progress and updating the schedule baseline with approved changes

Managing Project Costs

• Cost Management Planning – Establishing project cost accounts and preparing a plan to track project costs

• Project Estimating & Budgeting - Estimating project costs and establishing a project budget

• Earned Value Performance Reporting - Preparing and reporting earned value performance forecasts

• Project Cost Management - Tracking and reporting project costs and updating the cost baseline with approved changes

Tracking & Reporting

• Project Tracking - Gathering and reporting progress on activities and conducting team tracking meetings

• Progress & Status Reporting - Reporting project accomplishments and milestone status for Executive, Business Management, and Project Sponsors

Project Execution & Control

• Issue & Change Management - Resolving project issues and managing changes to project baselines

• Project Closure Reporting - Documenting project closure and lessons learned

Developing the Project Team

• Human Resource Planning - Planning human resource requirements on projects

• Human Resource Assignment - Assigning responsibilities for Work Packages

• Team Development – Developing the team and enhancing team performance through delegation and empowerment

• Team Management - Planning project team communications and resolving conflicts in project teams

Communicating with Stakeholders

• Stakeholder Identification & Analysis - Identification and analysis of project stakeholders and preparation of a communication strategy

• Communications Planning - Preparation of a project stakeholder communications plan

• Stakeholder Management - Using Project Steering Committees to approve issue resolutions & change requests; exerting influence on stakeholders to manage their expectations

• Facilitation & Meeting Management – Effective facilitation and management of project meetings

Managing Project Risks

• Risk Management Planning - Preparing a risk management plan based on stakeholder tolerances and thresholds

• Risk Identification - Descriptions of project risk factors and risk identification techniques

• Risk Assessment & Prioritization - Assessing the risk probability & impact and determining risk priority

• Decision Analysis - Quantitative risk analysis using decision trees and influence diagrams

• Risk Response Planning - Preparing risk response plans

• Risk Monitoring & Control - Monitoring status of potential risk events

Managing Contracts and Procurement

• Procurement Planning - Planning procurement processes and preparing a Statement of Work for prospective sellers

• Bid & Proposal Evaluation - Establishing mandatory and optional criteria to evaluate proposals

• Readiness Assessment - Identifying categories of organizational readiness and comparing attributes of alternatives

• Contract Administration - Administrating contract performance, amendments & violations and documenting contract closure conditions

Managing Product Quality 

• Quality Management Planning - Preparation of Quality Management Plan

• Quality Assurance & Control - Establishing quality assurance & control processes

• Software Inspections and Deliverable Reviews - Conducting and documenting deliverable reviews and software inspections

• Software Test Planning & Execution - Preparing test plans, recording test execution and tracking acceptance of test cases and the resolution of test defects

Business Analysis (Software Applications, Program & Portfolio, and PMO Editions only)

• Business Event Modeling - Identifying business events and using Data Flow Diagrams to model responses

• Business Object Modeling - Modeling business object relationships; specification and normalization of attributes

• Use Case Modeling - Preparing Use Case Diagrams and specifying use cases

• Workflow Modeling - Preparing workflow and activity models and specifications

Software Development (Software Applications, Program & Portfolio, and PMO Editions only)

• Iterative Lifecycle Framework - Iterative lifecycle model; Evolution and categories of software applications deliverables

• Software Configuration Management - SCM concepts including configuration items, SCM baseline, promotion model and version management

• Implementation Planning - Planning and scheduling the deployment of software applications

Managing the Project Portfolio (Program & Portfolio and PMO Editions only)

• Project Prioritization & Approval - Potential projects are identified, prioritized, justified and approved

• Business Case Preparation - Preparing a project business case and cost/benefit analysis

• Portfolio Management - Tracking project investments and benefits realization.

Managing Programs of Related Projects (Program & Portfolio and PMO Editions only)

• Program Governance – Determining the governance structure and processes for programs

• Program Management - Reporting status of projects within a program and tracking interdependencies

• Human Resource Coordination – Coordinating resource forecasts and acquisition for projects in a program

• Independent Project Reviews - Conducting project management reviews to assess project management processes used on projects

• Project Management Office - Provide project management support to projects

The EPO also comes with set-up instructions for easy installation