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Project Management Templates, Tools, and Reference Materials

The program and project management templates, tools, and reference materials provide you with a set of customized project management resources and templates built to assist you during the lifecycle of a project.

The toolkit is a common format for evaluating progress toward your project's goals, objectives and deliverables. The reference and template documents comprising the framework are provided as guidelines for the management of projects of all sizes.

These files are MS Word .doc files. You can use them as they are, or save them as MS Word templates. For information on working with templates, download the instructions below.

• MS Word Template Instructions (PDF, 214K)
• Program and Project Management Web Site
  
  

Size	Project Document Templates	Description
52K	Project Proposal Last updated 3/5/07	Initial document for a project request.
1MB	Project Charter Last updated 8/25/08	Formal project request document defining scope, objectives and deliverables.
64K	Project Steering Committee Charter Last updated 5/20/08	Formal document template for charging a project steering committee.
19K	Project Charter Budget Last updated 3/9/07	Supplemental Project Charter document in MS Excel format
120K	Project Status Report Last updated 3/5/07	Supplemental project artifacts for use once a project has been approved.
68K	Project Issues/Risk Log Last updated 3/5/07	Supplemental project artifacts for use once a project has been approved.
98K	Project Resource Requirements by Work Package Last updated 3/25/07	Supplemental project artifacts for use once a project has been approved.
90K	Project Resource Requirements by ITS Unit Last updated 3/25/07	Supplemental project artifacts for use once a project has been approved.
72K	Work Package Document Last updated 3/5/07	Supplemental project artifacts for use once a project has been approved.
52K	Project Change Control Request Last updated 3/5/07	Supplemental project artifacts for use once a project has been approved.
56K	Project Closure Review Last updated 3/5/07	Supplemental project artifacts for use once a project has been approved.
	Project Software Tools	Description
	Merlin (Mac)	The model tool for project management for Mac OS X.
	MS Project	Microsoft software information.
	MS Office Excel	Microsoft software information.
Size	Reference Materials	Description
445K	Program and Project Methodology	More precise definition of a project, a common lexicon used in project management and a framework of activities and artifacts mapped to each project stage and class size.
	Project Lifecycle	Flow chart view of the five phases of a project from project idea to close.
	Glossary	A reference list of key terms used in project management.
71K	Project Initiation Process Flow	Project request from proposal to launch through approval processes.
40K	Project Classification and Risk Matrix	Size and risk matrices to determine a project size.
60K	Project Classification Framework Requirements	Detail of recommended project activities and artifacts based on project class.
47K	Project Roles and Responsibilities	Description of typical roles and responsibilities for programs and projects.
35K	Proposal Sample 1 Proposal Sample 2	Sample proposals from ITS Project Management-Managing Small Projects