The templates below are designed to help you work faster and better with each reuse. They help increase communication during a project and provide documentation that can be useful on future projects. The templates are organized into stages of project management. Templates that are used in multiple stages are only listed under the first stage in which they are used. Projects of different sizes require different levels of management. Use the templates that are best suited to your projects.
The PMO periodically updates these templates. This is the 2013A edition. If you need previous versions, email firstname.lastname@example.org.
Project Getting Started Guide
This is a quick start to both project management and the PMO's templates.
Templates By Stage
- Project Initial Risk and Complexity Spreadsheet
Helps the project manager and the sponsor decide on the appropriate level of planning and documentation.
- Project Charter
Formally authorizes the project and provides the authority to apply organizational resources to project activities
In this stage: identify the means, resources and actions necessary to accomplish the objective.
* Remember in this stage: Determine whether this is a Major Application.
- Project Plans
- Project Quality Management Plan
When a project requires the highest level of quality (i.e. major applications), this template will help you plan and execute at a higher level.
- Project Risk Management Plan
This template is intended to be used in concert with the Risk Management Guide and Risk Register (Risks - Active tab and Risks - Retired tab in the Project Log Book). It is considered an extension to the Project Plan.
- Project Log Book
The PMO has collected all of the logs into one multi-tabbed spreadsheet. Use what you need, delete the tabs you don't.
- Project Risk Management Guide
This guide is provided as a lightweight overview of risk management best practices.
Execute, Monitor and Controling Stage
In this stage: carry out the actual work, analyze it as compared to the project plan, and correct as needed to yield required outcomes.
- Project Change Request
Provides information on requests to expand or reduce the project scope; modify policies, plans, or procedures; or revise budgets or schedules.
- Phase Closing Report
Larger projects benefit from formally closing each phase or iteration by capturing key data and presenting it to the sponsor and/or stakeholders.
- Project Team Status Report
Larger projects have bigger teams. This template allows a project manager to provide the sponsor with a team-focused status report.
- Project Status Report
Summarizes status related to project goals, objectives and overall health.
In this stage: seek project acceptance by the project sponsor, document the project to reflect the "as-built" condition and formally close it with a lessons learned meeting.
- Project Closing Report
Summarizes the completed project in terms of accepted deliverables, project artifacts, project benefits, lessons learned and open issues.
Download all the templates in the 2013A Templates zip file.
Customer Review: The PMO has provided our team with effective project management tools. The latest edition of their Risk Management tools and templates worked out well and we have adopted it for multiple projects. Using the Initial Risk and Complexity Assessment, we recognized how our project management practices have reduced our risks. It also guided us to the correct project plan template.
Joan Westfall, Information Technology Manager, Texas Engineering Extension Service