Project Toolkit

Tools, Templates, and Reference Materialscompass

These materials provide you a set of customized project management resources and templates to assist you throughout the lifecycle of a project. See our General ITS Templates page for non-project-specific templates.

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Project Management Templates

Proposal

Initial document for proposing a new project. This document is available in:

Charter

Formal project document defining scope, objectives and deliverables. The charter is your project's "contract," defining what you will accomplish, how you'll do it, and when it will be complete. This document is available in:

Slim Charter

The Slim Charter is a more light-weight chartering option for class 2 and some class 3 projects.  Class 4 and 5 projects are not eligible to use the Slim Charter format. For Class 3 projects, please contact PMG before using this form. This document is available in:

Steering Commitee Charter

Formal document template for charging a project steering committee. This document is available in:

Project Budget

Supplemental Project Charter document for detailing proposed project expenses. This document is available in MS Excel format:

Status Report

Standard template for regular status reports to keep project sponsors, teams, and constituents informed. This document is available in:

Issues Log

Basic template for identifying and managing project issues. This document is available in:

Risk Log

Basic template for identifying and managing project risks. This document is available in:

Class 4-5 Risk Log

Recommended Template for managing project risks and issues for class 4 and 5 projects. This document is available in:

Standard Work Package Document

Standard template for defining the scope, resources, and time line for individual work packages within a project. This version is organized by the individual tasks within the work package. This document is available in:

Variation of the standard work package template: organized by project team resource (identifying each task assigned to a given individual). This document is available in:

Resource Requirements by ITS unit

Variation of the standard work package template: organized by ITS Unit (identifying each project task assigned to a given ITS Unit). This document is available in:

Communication Plan

Simple template used to identify and manage project communication needs.  This document is available in:

Project Change Control Form

Formal project document used to describe and request approval for changes to project scope, time line or resources. This document is available in:

Recomendation to Service Team

This template is used as a project closure document. It documents recommendations from the project team to the ongoing service team for future work that needs to be done, but is out of scope for the project. This document is available in:

Closure Review

Formal project document used at project close to evaluate and analyze lessons learned. This document is available in:

 

Sample Documents

Sample proposals from ITS Project Management-Managing Small Projects

Proposal Sample 1

This document is available in:

 Proposal Sample 2

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Reference Materials

Unless otherwise indicated, all reference materials are in Adobe Acrobat (PDF) format.

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. This document is available in:

Project Lifecycle<

Flow chart view of the five phases of a project from project idea to close. This document is available in:

ITS Glossary (ITS web page)

A reference list of key terms used in project management. This document is available on the ITS Glossary Web Page.

Project Initiation Process Flow

Flow chart of steps and resource to take a request from idea to an approved project. This document is available in:

Project Classification and Risk Matrix

Size and risk matrices to determine a project size. This document is available in:

Project Contingency Matrix

Provides a quick way to analyze your project’s risk factors, and determine how much padding to add to your schedule. This document is available in:

Project Classification Framework Requirements

Detail of recommended project activities and artifacts based on project class This document is available in:

Project Roles and Responsibilities

Description of typical roles and responsibilities for programs and projects. This document is available in:

PM Checklist for Large Projects

Project Manager checklist for managing large projects, class 3 and above. This document is available in:

PM Checklist for Small Projects

Project Manager checklist for managing class 1 and 2 projects. This document is available in:

Project Risk Identification Meeting Agenda

Meeting agenda for the project team to identify risks and issues.  This document is available in:



Software Tools

Merlin(Mac)

Project management software for Mac OS X. For information and download options click here.

Microsoft Project

Project management software for Windows operating systems. For information and download options click here.

 

If you have any questions or comments about the project templates, please contact the Project Management Group.

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