Project Management Documentation Templates (part 3)

Project Execution -

• Execution Excel Template
• Requirement Traceability
• SAP Implementation
• Test Case Template
• Test Coverage Document

Execution Excel Template -

Project Information:

• Project Name:
• Project Manager:
• Start Date:
• End Date:
• Project Description:

Task List:

• Task ID
• Task Name
• Task Description
• Start Date
• End Date
• Assigned To
• Status (Not Started, In Progress, Completed, On Hold, Cancelled)
• Priority (Low, Medium, High)
• Notes

Timeline or Gantt Chart:

• Visual representation of the project timeline using a Gantt chart or timeline view.

Resource Allocation:

• Budget Allocation
• Manpower Allocation
• Equipment Allocation
• Other Resources

Risk Management:

• Risk ID
• Description
• Likelihood
• Impact
• Risk Level (Low, Medium, High)
• Mitigation Strategy
• Responsible Person
• Status

Milestones:

• Milestone ID
• Milestone Description
• Planned Date
• Actual Date
• Status (Pending, Achieved, Delayed)

Budget and Expenses:

• Budget Allocation
• Actual Expenses
• Variance
• Comments

Progress Tracking:

• Overall Project Completion Percentage
• Task Completion Percentage
• Milestone Completion Percentage

Communication Log:

• Date
• Communication Type (Meeting, Email, Call, etc.)
• Subject
• Description
• Participants
• Action Items

Conclusion/Summary:

• Summary of project execution status
• Key Achievements
• Challenges
• Next Steps

Requirement Traceability

In this template:

1. Requirement ID: A unique identifier for each requirement.
2. Requirement Description: Description of the requirement.
3. Source: The origin of the requirement (e.g., stakeholder needs, business processes, regulations).
4. Priority: The priority level of the requirement (e.g., High, Medium, Low).
5. Acceptance Criteria: Criteria that must be met for the requirement to be considered satisfied.
6. Design Component(s): Design elements or components associated with implementing the requirement.
7. Test Case(s): Test cases that verify the requirement has been implemented correctly.
8. Status: Current status of the requirement (e.g., Not Started, In Progress, Completed).
9. Comments: Additional comments or notes related to the requirement.

SAP Implementation -

Project Overview:

• Project Name
• Project Sponsor
• Project Manager
• Project Objectives
• Project Scope
• Project Timeline

Project Governance:

• Project Steering Committee
• Roles and Responsibilities
• Decision-Making Process

Project Planning:

• Work Breakdown Structure (WBS)
• Project Schedule
• Resource Plan
• Risk Management Plan
• Communication Plan

Business Process Analysis:

• Current State Assessment
• Business Process Mapping
• Gap Analysis
• Future State Design

System Configuration:

• SAP Modules to be Implemented.
• Configuration Requirements
• Customization Needs
• Integration Points with Existing Systems

Data Migration:

• Data Migration Strategy
• Data Cleansing and Transformation
• Data Mapping
• Data Migration Plan

Training and Change Management:

• Training Needs Assessment
• Training Strategy
• Training Plan
• Change Management Strategy

Testing:

• Test Strategy
• Test Plan
• Test Scenarios
• Test Scripts
• User Acceptance Testing (UAT)

Deployment and Go-Live:

• Deployment Plan
• Cut-Over Plan
• Dress Rehearsal
• Go-Live Support Plan

Post-Implementation Support:

• Hypercare Support Plan
• Issue Tracking and Resolution
• Lessons Learned

Documentation:

• System Documentation
• User Manuals
• Training Materials

Project Closure:

• Project Review and Evaluation
• Project Closure Report
• Handover to Support Team

This template provides a comprehensive framework for managing the entire SAP implementation lifecycle, from initial planning to post-implementation support and closure.

Test Case Template -

• Test Case ID: Unique identifier for the test case.
• Test Case Name/Title: Descriptive name or title for the test case.
• Test Case Description: Detailed description of what the test case is intended to cover.
• Test Objective: The objective or purpose of the test case.
• Preconditions: Any prerequisites or conditions that must be met before executing the test case.
• Test Steps:

1. Step Number: Sequential number for each step.
2. Description: Detailed description of the action to be performed.
3. Expected Result: The expected outcome after performing the step.

• Test Data: Any specific data or inputs required for executing the test case.
• Test Environment: The environment in which the test case will be executed (e.g., test server, production server).
• Test Execution Details:

1. Tester Name: Name of the tester executing the test case.
2. Date: Date when the test case was executed.
3. Time: Time when the test case was executed.
4. Actual Result: The actual outcome observed during testing.
5. Pass/Fail: Indicates whether the test case passed or failed.

• Attachments: Any additional documents or resources relevant to the test case (e.g., screenshots, logs).
• Comments/Notes: Any additional comments, observations, or notes related to the test case.

Test Coverage Document -

Project Information:

• Project Name:
• Project Manager:
• Test Manager:
• Date:

Objective: [Explain the purpose and goals of the test coverage analysis.]

Scope: [Describe the scope of the testing effort, including specific modules, functionalities, components, etc.]

Testing Criteria: [Define the criteria used to determine adequate test coverage, such as requirements coverage, code coverage, etc.]

Coverage Metrics: [Provide a summary of the coverage metrics used, including percentages of requirements covered, code coverage percentages, etc.]

Coverage Analysis: [Provide a detailed analysis of test coverage for each testing criterion. Break down coverage by module, functionality, or component. Identify areas with high and low coverage.]

Coverage Gaps: [List areas where coverage is lacking or insufficient. Provide reasons for gaps in coverage (e.g., resource constraints, time limitations, complexity of functionality).]

Action Plan: [Outline strategies for addressing coverage gaps. Propose actions to improve test coverage in deficient areas. Assign responsibilities for implementing the action plan.]

Recommendations: [Offer recommendations for future testing efforts based on lessons learned from the coverage analysis. Suggest ways to refine testing processes to achieve better coverage in future projects.]

Conclusion: [Summarize key findings from the coverage analysis. Provide an overall assessment of test coverage effectiveness. Include any closing remarks.]

Appendices: [Include additional supporting documentation, such as detailed coverage reports, test case lists, coverage matrices, etc.]