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PDF Editor FAQ

Where can I find really good templates for project management documents?

In one of our latest blog articles, we published 50+ free project management templates. Here are some suggestions:1. Project CharterThe foundation of all project management documentation lies in the project charter, a document that clearly defines the purpose and objectives of the project, the project’s scope, roles and responsibilities of all stakeholders, and other vital elements. A well established and comprehensive project charter will ensure that no high-level questions are left unanswered.The project charter serves as the reference document during the duration of the project management process so that all those involved can access critical pieces of information necessary for keeping the project on track, such as project constraints, authorities, high-level budget figures, risks, and justifications for undertaking the project in the first place.PROJECT CHARTER TEMPLATESProject Charter Template by FilestageThis free project charter template from Filestage keeps all the essential information in one simply stated spreadsheet. Sections include General Project Information, Roles And Responsibilities, Project Outcomes/Constraints/Risks/Contingency Plans, Schedule of Deliverables, Project Methodologies and Resources, and contact Information For All Parties Involved. Each section includes expandability for additional entries and notes.Project Charter Template by Excellence In Financial ManagementOn his website, Excellence in Financial Management, Matt Evans provides a free excel project charter template. This particular template is filled in with examples, a feature that is especially useful for people new to project management. The basic headers include all of what one may expect in a project charter template and a little extra.Project Charter Template by Memorial UniversityThis two-page project charter document template provided by Memorial University has a much softer look while still containing sections for entering the essential information relevant to your project. Relevant points of contacts are listed first, followed by the stated need (project justification), and the project description and budget. All other relevant information follows.2. Project PlanA project plan is related to a project charter but in a much more detailed way. Where project charters stop, project plans begin. A well thought out project plan will take all conceptual details of the project into consideration before any actual execution begins.A project plan is your tool for thinking the project through from start to finish, taking into consideration all factors and stakeholders such as stages, and steps within stages, needed to achieve the project goal, task scheduling, responsibilities assignment, protocols formulation within each stage of the project, quality control measures, comprehensive cost estimation, and phase by phase risk assessment.PROJECT PLAN TEMPLATESProject Plan Template by FilestageFilestage’s document-based project plan used varying colors to denote different key sections necessary for an effective project plan. Fields are populated by responses to key questions intended to drive towards the essential components of each category. For example, the primary question for the Task Scheduling section is “What are the phases, tasks, and subtasks?”Project Plan Template by ProjectManagerThis nine-page project plan template is an appropriate choice for complex project planning. The table of contents appears on the second page, after the document control portion of the project plan. Document control provides a chain of custody from document owner to approvers so that all the appropriate boxes can be checked before the plan proceeds.Project Plan Template by AtlassianA simple and straightforward project plan template provided by Confluence provides all of the primary, most necessary components. This is an appropriate template for small or individual projects not requiring an enormous amount of detail.The document first identifies the team members, then defines the problem space, the hypothesis, and relevant background information.3. Project ScopeThe bounds of the project are delineated within the project scope, a statement that defines scope inclusions and exclusions, or in other words, what will happen and what can’t happen. In the process of using a template to determine scope, the shape of the project boundaries will begin to form as the scope becomes more specific.A good template will help you make your scope specific and measurable. Project stakeholders must have a tangible measure to determine what is within or outside of scope. Once you’ve identified and defined the project scope with specificity, it is ready to be approved or revised.PROJECT SCOPE TEMPLATESProject Scope Template by MyPMThe scope statement template provided by MyPM identifies the boundaries of the project and allows space for some other detail as well. This template is an excellent choice for managers who may not see the need for a whole suite of project management documents and would prefer some to be consolidated into dual-purpose items.Project Scope Template by NHS EducationThis NHS Education template illustrates a good example of an organization-specific project scope template. Each category is accompanied by an explanation and directions for what kind of information to provide. This type of template is most suitable for a project that’s low risk and more conceptual in nature.Project Scope Template by The State Of ColoradoThis comprehensive seven-page project scope packet provided by the state of Colorado complete with table of contents shows how detailed project scopes can become. While not all the information in this particular example is necessary in project scope, the additional information makes communication and expectation maintenance easier to achieve.4. Project Status ReportThe key to communication during the iteration of a project is a well defined, but not cluttered, project status report. A project status report is a dynamic document produced or updated on a regular basis that provides critical information to stakeholders and keeps communication fluid between all team members.A project status report serves as an indicator of progress made throughout the project, identifies hiccups along the way, and avoids missed steps via clear and updated documentation. It is one of the best ways to keep all parties involved accountable. A well-written project status reveals helpful information while avoiding extraneous, irrelevant detail. The following project report templates will help you get started.PROJECT STATUS REPORT TEMPLATESProject Status Report Template by The California Department Of TechnologyThe comprehensive status report template created by California Department Of Technology investigates every component relevant to whether or not a particular project is on track. It asks critical questions such as “Is the project on track to achieve the objectives in the approved timeframe,” while also providing data tables to be populated with relevant supporting information.Project Status Report Template by Ontario Local Health Integration NetworkA concise, yet detailed project status report template provided by Ontario Local Health Integration Network highlights the most essential information needed to get a concrete idea of the project’s status. This easy to use template begins with a color-coded project progress estimation that ranges from “on track” to “not started”.Project Status Report Template by MicrosoftThis Microsoft Office project status report template uses color and shade to quickly highlight the essential elements of the project concerning progress status in areas such as project overview, budget overview, and risk and issue history. A good option for small business with smaller scale projects, this template is clean and straightforward.5. Project ProposalOften, your project requires approval or sponsorship, financial or otherwise, from stakeholders. To adequately inform key participants about your prospective project, and supply them with all the information necessary to make an intelligent decision regarding approval, a project proposal is needed.A project proposal usually comes in a document or pdf format with a table of contents listing all sections included. A typical project proposal will consist of components discussing requirements, scope, budget, and any other pertinent information needed for stakeholders to decide on the project. Proposals can be as short as one to two pages or as long as hundreds of pages.If you are interested in more templates, feel free to read the whole article: https://blog.filestage.io/project-management-templates/.

Where can I find a project management template for event marketing?

We recently published an article about project management templates. Here are some suggestions, where you can find these templates:1. Project CharterThe foundation of all project management documentation lies in the project charter, a document that clearly defines the purpose and objectives of the project, the project’s scope, roles and responsibilities of all stakeholders, and other vital elements. A well established and comprehensive project charter will ensure that no high-level questions are left unanswered.The project charter serves as the reference document during the duration of the project management process so that all those involved can access critical pieces of information necessary for keeping the project on track, such as project constraints, authorities, high-level budget figures, risks, and justifications for undertaking the project in the first place.PROJECT CHARTER TEMPLATESProject Charter Template by FilestageThis free project charter template from Filestage keeps all the essential information in one simply stated spreadsheet. Sections include General Project Information, Roles And Responsibilities, Project Outcomes/Constraints/Risks/Contingency Plans, Schedule of Deliverables, Project Methodologies and Resources, and contact Information For All Parties Involved. Each section includes expandability for additional entries and notes.Project Charter Template by Excellence In Financial ManagementOn his website, Excellence in Financial Management, Matt Evans provides a free excel project charter template. This particular template is filled in with examples, a feature that is especially useful for people new to project management. The basic headers include all of what one may expect in a project charter template and a little extra.Project Charter Template by Memorial UniversityThis two-page project charter document template provided by Memorial University has a much softer look while still containing sections for entering the essential information relevant to your project. Relevant points of contacts are listed first, followed by the stated need (project justification), and the project description and budget. All other relevant information follows.2. Project Status ReportThe key to communication during the iteration of a project is a well defined, but not cluttered, project status report. A project status report is a dynamic document produced or updated on a regular basis that provides critical information to stakeholders and keeps communication fluid between all team members.A project status report serves as an indicator of progress made throughout the project, identifies hiccups along the way, and avoids missed steps via clear and updated documentation. It is one of the best ways to keep all parties involved accountable. A well-written project status reveals helpful information while avoiding extraneous, irrelevant detail. The following project report templates will help you get started.PROJECT STATUS REPORT TEMPLATESProject Status Report Template by The California Department Of TechnologyThe comprehensive status report template created by California Department Of Technology investigates every component relevant to whether or not a particular project is on track. It asks critical questions such as “Is the project on track to achieve the objectives in the approved timeframe,” while also providing data tables to be populated with relevant supporting information.Project Status Report Template by Ontario Local Health Integration NetworkA concise, yet detailed project status report template provided by Ontario Local Health Integration Network highlights the most essential information needed to get a concrete idea of the project’s status. This easy to use template begins with a color-coded project progress estimation that ranges from “on track” to “not started”.Project Status Report Template by MicrosoftThis Microsoft Office project status report template uses color and shade to quickly highlight the essential elements of the project concerning progress status in areas such as project overview, budget overview, and risk and issue history. A good option for small business with smaller scale projects, this template is clean and straightforward.3. Project ProposalOften, your project requires approval or sponsorship, financial or otherwise, from stakeholders. To adequately inform key participants about your prospective project, and supply them with all the information necessary to make an intelligent decision regarding approval, a project proposal is needed.A project proposal usually comes in a document or pdf format with a table of contents listing all sections included. A typical project proposal will consist of components discussing requirements, scope, budget, and any other pertinent information needed for stakeholders to decide on the project. Proposals can be as short as one to two pages or as long as hundreds of pages.PROJECT PROPOSAL TEMPLATESProject Proposal Template by SlidebeanA project proposal can be a polished high-level overview consisting of a few pages like this one from Slidebean, or it can be a detailed 50-page plan of exactly how you will proceed with a proposed project. Your operational environment and stakeholders will dictate the depth of the proposal. However, the more detailed it is, the better it can serve as a common reference point for all.Project Proposal Template by ProposifySome templates are both very polished and incredibly detailed. Thanks to user-friendly presentation software, a slew of slick looking templates are available for download. Just make sure the content you enter matches the sophistication of the styling. This proposal has clean lines and plenty of space for all the details of your proposal.Project Proposal Template by the World BankThis straightforward template is an example of what most government agency or other public institution project proposals look like. They aren’t as flashy as others that lean heavily on marketing, but they are easily expanded to fit the breadth of information you need to fit into the proposal.4. Work ScheduleA work schedule is one step deeper down in the weeds of project management. Using a work schedule template allows you to plan the details of how and when team members accomplish work on the project. It enables you to visualize the flow of production while taking accumulating labor cost into perspective as well.A focused work schedule is one that’s custom tailored for your operating environment, whether that consists of shift work, task-based labor, traditional 9 to 5 type stretches, or part-time work. It can also be dialed in precisely to allow team members assigned to multiple projects to define when they shall devote time to that specific project.WORK SCHEDULE TEMPLATESWork Schedule Template by WhenIWorkWork schedule templates are fast and easy to manipulate according to your exact needs. Employees can enter time according to the project they work on. Time can even be broken down by tasks within a project. This one by WhenIWork provides associated labor costs alongside hours worked and total hours for the week.Work Schedule Template by ProjectManagerWork Schedule templates do not need to be complicated, as long as they include the information you need. This one by ProjectManager supplies fields for the employee name and task, with space to fill in hours worked on a particular task each day of the week. Hours are totaled at the end.Work Schedule Template by HomebaseMany standard work schedules can be easily converted to a project based work schedule template by merely changing a few field titles. In this work schedule template by Homebase, replacing fields such as shift with project, or position with the task, gives you all the information you need to know on a weekly basis.Interested in more templates? Feel free to follow the link: 50+ FREE Project Management Templates for Your Creative Projects in 2019 | Filestage Blog.

Can chartered accountants become investment bankers? How?

Popular for million dollar salary (50L+ for IIM graduates) and extremely long working hours (100+ hours in a week) and small team size (<10 members). Given the low hiring rate (less than 50 front end IB roles each year), high pay and strict hiring criteria’s (from top B-school campus only), it becomes next to impossible for CAs to move into Front-end IBs. The typical work of investment banks includes Buy-Side advisory, Sell-side advisory, IPO issue, Debt Issue, M&A activity etc. However good the work may sound, initial work of an Analyst is just limited to making PPT and client meetings templates.I have rarely seen them entering this profile early in their carrier. So, you will need either a prior relevant working experience or a very strong reference (CEO/MD level) or exceptional academic scores. One of my friends directly got into an Investment banking firm called Unitus Capital, only because he had an industrial training at a Chennai based IB firm. Getting into an offshore unit of back-end IB like Moody’s is relatively easier. If you don’t satisfy any of this condition then you still have two alternatives: get an internship experience of an IB/PE firm after qualifying CA or go for an MBA degree. I know of a CA fresher who worked at Tano Capital as an Intern and then, later on, got a Full-time job at Bain-Piramal PE.Getting into an IB/Consulting/PE profile is like a dream coming true for CAs. Many believe that here MBAs clearly have an edge over CAs, but this profile is difficult to get into even for MBAs (a majority of fresher recruitment of IB & PE firms are done from top 5-6 MBA colleges namely IIM A, IIMB, IIMC, ISB, FMS, IIML). In some of these firms getting an Analyst role is relatively easier and if you are smart enough to get an interview through your reference and then crack it you can convert it into a job (some companies also hire Bcom graduates from SRCC/St. Xavier’s as an analyst). For example, Kotak IB’s analyst team consists of CAs and B.com graduates. But, even after getting an Analyst role in this profile, future growth is relatively slow as they prefer MBAs for Associate role (one level above Analyst). Thus, it is always advisable to later-on go for MBA (CA+MBA will make a killer combination).Bonus Facts: Some of the companies that do hires CAs for Investment Banking are SBI Capital, Kotak Securities, O3 Capital, Equirus, Moody’s, Anand Rathi. Also, many MNC banks like Goldman, Barclays, HSBC may be seen hiring many CAs in their Investment Banking operation roles (product control & fund accounting) but they are nowhere related to IB profiles.

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