Project Management Guide (PMG) .v2

Project Management Guide

PMG
Chapter Name *
State Name *
Project name *
Project Completed

No Yes
Allow PMG to be Shared

Yes No
Single Project Entry Category *
Project Manager *

First Name Last Name
Phone Number *

Area Code Phone Number
Email *
example@example.com
Supervising Officer

First Name Last Name
Phone Number

Area Code Phone Number
Email
example@example.com
PURPOSE OF THIS GUIDE:

Good advanced planning and record-keeping will assure success. Use this guide in planning and conducting this project by answering each of the follwoing questions and updating information as the project progresses. Evaluate the impact of your prject and provide recommendations for future Project Managers.

Planning
1. Primary Purpose *
How does this project align with the JCI Mission Statement, which is to provice development opportunities for young people to create positive change?
2. Project Overview
A: Give a brief description of the proposed project and background information (Who, what, where, when and why?)
B: How will this project benefit the individual member, the chapter, and the community?
C: List specific and measurable goals to be accomplished by this project.
Goal 1:

0/20
Goal 2:

0/20
Goal 3:

0/20

4. Critical Contacts
Project Manager

First Name Last Name
Email
example@example.com
Phone Number 1

Area Code Phone Number
Phone Number 2

Area Code Phone Number
PM Duties
Committee Member 1

First Name Last Name
Email
example@example.com
Phone Number 1

Area Code Phone Number
Phone Number 2

Area Code Phone Number
Committee Member Duties
Committee Member 2

First Name Last Name
Email
example@example.com
Phone Number 1

Area Code Phone Number
Phone Number 2

Area Code Phone Number
Committee Member Duties
Committee Member 3

First Name Last Name
Email
example@example.com
Phone Number 1

Area Code Phone Number
Phone Number 2

Area Code Phone Number
Committee Member Duties
Committee Member 4

First Name Last Name
Email
example@example.com
Phone Number 1

Area Code Phone Number
Phone Number 2

Area Code Phone Number
Committee Member Duties
Committee Member 4

First Name Last Name
Email
example@example.com
Phone Number 1

Area Code Phone Number
Phone Number 2

Area Code Phone Number
Committee Member Duties

5. What specific materials, supplies, and resources will be required?

6. Complete a poposed budget indicating all anticipated income and expenses.

Reminder: These are from the perspective of the Project. Income is money coming into the project, expenses are monies going out from the project. For budgeting purposes, total income and total expenses should match. To ensure calculations are correct include cents even if they are zeros.

Example:

Income: $200.00 appropriation from chapter

$100.00 Donation

Total income: $300.00

Expenses: $250.00 Materials

$50.00 Return to Chapter

Total Expenses: $300.00

This project might be a net loss to the chapter, but the project budget balances.

Income

Item Name

Proposed ($)

Appropriation from chapter

Donated Item 1

Donated Item 2

Donated Item 3

Donated Item 4

Potential Income (raffles, fundraisers, etc.) 1

Potential Income (raffles, fundraisers, etc.) 2

Potential Income (raffles, fundraisers, etc.) 3

Potential Income (raffles, fundraisers, etc.) 4

Total Income $

Expenses:

Item Name

Proposed ($)

Donated Item 1

Donated Item 2

Donated Item 3

Donated Item 4

Potential Expenses (materials, etc) 1

Potential Expenses (materials, etc) 2

Potential Expenses (materials, etc) 3

Potential Expenses (materials, etc) 4

Return of appropriation from chapter

Return to chapter (Profit)

Donation to [insert organization name]

Total Expenses$

7. Describe the potential problems and solutions to successfully complete this project.
Potential Problem 1:
Potential Solution 1:
Potential Problem 2:
Potential Solution 2:
Potential Problem 3:
Potential Solution 3:

Evaluation
8. List solutions and/or recommendations for future Project Managers.
(List here anything that you would ldo differently the next time this project is run. Would you make contacts earlier? Was manpower sufficient? could this project be broadened or should it be more focused?)
9. Results
Primary Purpose:
Results:
Goal 1:
Goal 1 Result:
Goal 2:
Goal 2 Result:
Goal 3:
Goal 3 Result:
Project Summary:

Project Benefit:
Individual Impact:
Chapter Impact:
Community Impact:

10. Appendices

a. Final Financial Statement

Income (Actual)

Item Name

Actual ($)

Appropriation from chapter

Donated Item 1

Donated Item 2

Donated Item 3

Donated Item 4

Income (raffles, fundraisers, etc.) 1

Income (raffles, fundraisers, etc.) 2

Income (raffles, fundraisers, etc.) 3

Income (raffles, fundraisers, etc.) 4

Total Income $

Expenses (Actual):

Item Name

Actual ($)

Donated Item 1

Donated Item 2

Donated Item 3

Donated Item 4

Expenses (materials, etc) 1

Expenses (materials, etc) 2

Expenses (materials, etc) 3

Expenses (materials, etc) 4

Return of appropriation from chapter

Return to chapter (Profit)

Donation to [organization name]

Total Expenses$

b. Contacts and sponsors
one per line
c. Contracts and agreements
one per line
d. Pictures

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e. Press Releases, articles, and media coverage

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f. Any additional substantiation

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Project Management Guide

Planning