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 1 Project Templates Template Name Use Created by When (Project Phase) Approved by Reviewed by Project Charter A project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, timeframe and objectives. PS, Charter Team Initiation PM, PS, IT Any SH Change Management Plan 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. PT Planning PS, PM, and PT Change Request Form 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. Any SH Any time At least PM (depends on degree of change) PT Change Request Log Summarizes all project Change Requests and their status PM Updated throughout project N/A PT Project Budget Details sources of project cost, expenditures over time. Includes a chart that can be used to display cumulative project cost. PM and Finance Planning PM, PS PT 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 2 Template Name Use Created by When (Project Phase) Approved by Reviewed by Project Plan A linkage document that points to all other planning documents used in this project. PM Planning PM, PT, IRMC Any SH Project Schedule 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. PM and PT Planning PM, PS Any SH Quality Plan Explains how the Project Team will identify and meet the appropriate quality standards. 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). PM Planning PM, PS PT Risk Management Plan Explains how the Project Team will identify, quantify, prioritize, and manage project risks. PM Planning PM, PS PT Risk Response Plan Details on how the Project Team intends to respond to significant identified risks. 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 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