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PM Toolkit

The Project Success Center (PSC) provides many tools and templates to assist with managing projects that effectively scale to the size and complexity of the project, according to the PM Framework. Templates help jumpstart project work by providing the details and instructions on what types of information needs to be captured to assist with decision making. These templates encompass the entire Project Lifecycle.

Click on the tabs below to download templates and guidelines associated with these phases of the project workflow. All templates and guidelines require connection to the state's network..

Below are the most commonly used templates. All templates and guidelines require connection to the state's network.

Project TemplateDownload TemplateDownload GuidelineR for Project Classification
LowMediumHigh
Project CharterProject Charter - Low Complexity RRR
Project Status ReportProject Status Report ORR
Meeting NotesMeeting Notes Template ORR
General Document Template  OOO
General PowerPoint TemplatePower Point Icon OOO

The Initiating Phase begins when a Project Sponsor identifies a need that meets the definition of a project and submits a Project Request Form. During this phase, the Project Success Center completes a Project Classification Assessment to determine whether the project moves into the PM Framework. One of the major deliverables from this phase is the Project Charter. All templates and guidelines require connection to the state's network.

Project TemplateDownload TemplateDownload GuidelineRequired for Project Classification
LowMediumHigh
Initiating Phase ChecklistProject Charter Template - Low Complexity ORR
Project Request FormProject Request Form RRR
Project Classification AssessmentProject Claissification AssessmentProject Charter Guideline - Low ComplexityRRR
Project CharterProject Charter Template - Low Complexity RRR

The Planning Phase begins once the Project Charter is approved and is typically the most important phase. It is imperative that project teams do not minimize or overlook planning activities and, as a result, begin deployment activities prematurely. A well-developed and holistic plan helps ensure that the project is successfully completed with limited surprises and deviations from the originating charter. All templates and guidelines require connection to the state's network.

Project TemplateDownload TemplateDownload GuidelineRequired for Project Classification
LowMediumHigh
Planning Phase ChecklistProject Charter Template - Low Complexity ORR
Kickoff MeetingKickoff Meeting Presentation Template ORR
Project Schedule Project Schedule Management GuidelineORR
Standard Project Management Plan  OOO

This is the phase where the project work gets done according to the Project Plan. During the Executing & Controlling Phase, the team gathers and reports status, monitors and reports on issues and risks, and, if necessary, creates change requests. This phase concludes when all project deliverables are accepted by the users/sponsor and all milestones have been met. All templates and guidelines require connection to the state's network.

Project TemplateDownload TemplateDownload GuidelineRequired for Project Classification
LowMediumHigh
Executing & Controlling Phase ChecklistChange Request Template ORR
Change RequestChange Request Template ORR
Change Request – Short FormChange Request - Short Form Template OOO
Status ReportStatus Report Template ORR
Meeting NotesMeeting Notes Template OOR
Deliverable Acceptance FormDeliverable Acceptance Form OOR

Conducting the Closing Phase activities is vital to continuous improvement efforts and successful transition of the project deliverables. After achieving acceptance of the deliverables, the project team documents lessons learned and archives project documentation for future use. The project manager transfers the project deliverable to operations and support staff. All templates and guidelines require connection to the state's network.

Project TemplateDownload TemplateDownload GuidelineRequired for Project Classification
LowMediumHigh
Closing Phase Checklist (coming soon)  ORR
Project Closure ReportStatus Report Guidelines OOR
Lessons Learned Document (coming soon)  ORR
Deliverable Acceptance FormProject Performance Review Template OOO

Organize. Execute. Deliver.