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Index of Project Templates
Revised, 3/1/2008 - Steve Shearer
Project Templates
Template Name
Use
Created by
When (Project Phase) Initiation
Approved by PM, PS, IT
Reviewed by Any SH
Project Charter
A project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, timeframe and objectives. Describes the process through which changes may be introduced into the project. This document should be reviewed and customized by the Project Team early in the project. Used by any stakeholder to request a change in the project. When it applies to scope, budget, schedule, or quality, a formal Change Control Process is invoked. Change Requests are reviewed during regular project meetings. Summarizes all project Change Requests and their status Details sources of project cost, expenditures over time. Includes a chart that can be used to display cumulative project cost.
PS, Charter Team
Change Management Plan
PT
Planning
PS, PM, and PT
Change Request Form
Any SH
Any time
At least PM (depends on degree of change)
PT
Change Request Log
PM
Updated throughout project Planning
N/A
PT
Project Budget
PM and Finance
PM, PS
PT
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Use Created by When (Project Phase) Planning Planning
Index of Project Templates
Revised, 3/1/2008 - Steve Shearer
Template Name
Approved by PM, PT, IRMC PM, PS
Reviewed by Any SH Any SH
Project Plan Project Schedule
A linkage document that points to all other planning documents used in this project. A Microsoft Project file that provides the Project Manager with Project Phases and standard deliverables for each phase. To be customized as necessary for each project. Explains how the Project Team will identify and meet the appropriate quality standards.
PM PM and PT
Quality Plan
Quality Organization (or PT)
Planning
PM, PS
PT
Resource Plan
Details all of the goods, services, and personnel required by the project (including when they are needed and the projected cost). Explains how the Project Team will identify, quantify, prioritize, and manage project risks. Details on how the Project Team intends to respond to significant identified risks.
PM
Planning
PM, PS
PT
Risk Management Plan
PM
Planning
PM, PS
PT
Risk Response Plan
PT
Planning (but updated throughout project)
PS
Scope Statement
Describes all of the work – and only the work – required to complete the project. If it is not explicitly included in the Scope Statement, it is implicitly excluded from the project.
PM, PT, PS
Planning
PM, PS
PT
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Put your Logo here
Put your organization name here
Index of Project Templates
Revised, 3/1/2008 - Steve Shearer
Put your organization name here
Page 3