By On Nov 21, 2019 Templates
Every project manager and team member knows there are a slew of forms used throughout the life cycle of a project-that is, if the project is managed right. From the beginning scope statement to the final closing documents, forms are a big part of effective project management. They act as a method to keep everyone involved, literally, on the same page. At BrightHub, our project management writers have been working diligently to provide you, our readers, with standard form templates that you can download and customize to your own individual projects. One of our most popular articles is Eric Stallsworths How to Write a Scope Statement. Beyond giving the reader a link to a downloadable free scope statement project management form, Eric talks in detail about the importance of an effective scope statement, the sections of a scope statement and gives you some great hints for minimizing scope creep. Writer Natasha Baker continues the theme of getting a project charter with her Project Charter Example for Every Project Manager article. Like Eric, Natasha offers up a link to a related, free project management template that you can download for your own personal use. Once you have a defined scope statement and or project charter, agreed upon by project stakeholders and team members, alike, you are ready to begin building your WBS. And, while that often seems like a simple task on the surface, building a successful work breakdown structure is an art form. Ann Gordon has penned a great three-part series aptly titled, What is a Work Breakdown Structure?. Throughout this article, Ann offers of a plethora of examples and how-to tips for building your own WBS. After you have built your WBS, what do you do with it? The answer for many project managers often points to tracking your WBS using a Gantt Chart. Toward that end, we have a couple of targeted articles. In Michele McDonoughs article, How to Make a Gantt Chart in Excel, the author details the steps involved in creating a Gantt Chart using Microsoft Excel.
You need a well drafted invoice that clearly presents your itemized charges. Our invoice design for our templates was done with freelancers and their individual needs in mind. You will find examples in the section below that include MS Word invoice templates and Excel invoice templates that are ready to use or can be quickly adapted for your business. Whether you need a freelance writer invoice template, a service invoice template for your software business, or a simple invoice template you can customize for your virtual assistant business, our templates use pleasing graphic design and include all the necessary sections required in a professional invoice. Use our templates to create a custom invoice just right for you using MS Word and Excel. You can then print your invoice to put it in the mail. Or if you send PDF invoices to clients, you can also save your custom invoice in PDF format so you can send it to your client by email as a PDF file.
What is interesting about Customer Effort Score is that, in addition to gauging the aggregate, digital experience of your customers with your product (great for product teams), you can also collect it at a number of other different touchpoints across the customer journey, after interacting with a product or service. You can collect CES after the customer has surpassed an important online touchpoint such as signing up for a trial or filling in a form. This works well because they have achieved some sort of goal. It is also a great source for real-time feedback. After an online customer service touchpoint, alternatively, you can gauge how much effort it takes your customers to get an issue resolved using online customer service touchpoints. This includes FAQ pages, after email support, upon reading a knowledge base article, etc. At the end of an online funnel, Lastly, you can collect CES at the end of an online funnel. At this point it is clear that your customer was successful in making a purchase. But what you still do not know is how easy or difficult the process actually was, which is why this is a good time to gauge how much effort they put into getting to where they are.
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