Project Documents

A kick-off meeting signals the start of a new project. It’s an opportunity to introduce all the team members (including the client if applicable) and helps to get everyone on the same page. The checklist includes everything that needs to be accomplished prior to, during, and after a project kick-off...

The RACI chart is used in project management to assign roles and responsibilities in the project.  It is a responsibility matrix which assigns roles according to the following four categories; Responsible (R), Accountable (A), Consulted (C), and Informed (I).  A RACI chart is an effective tool for ensuring clear communication...

Just about every project manager has the need to develop a Use Case Document, this template is provided as a starting point from which to develop your project specific Use Case Document. The Use Case Document ties the business needs of a system to the design and implementation of the...

A key document required for the success of a project is the training plan. This training plan template provides the framework for developing your project specific training plan.  

The System Design Document is a required document for every project. It should include a high level description of why the System Design Document has been created, provide what the new system is intended for or is intended to replace and contain detailed descriptions of the architecture and system components....

The Service Improvement Plan is a plan and road map for improving service levels; e.g. if service levels are not attained or if service levels have to be changed. It is based on service level review, and customer and Service Level Management Process improvement suggestions. This IT Service Improvement Plan...

The Security Policy is a statement of the types and levels of security over information technology resources and capabilities which must be established and operated in order for those items to be considered as secure.

The Project Scope Statement provides a baseline understanding of the scope of a project to include the project’s scope and deliverables, the work required to complete the deliverables, and ensure a common understanding of the project’s scope among all stakeholders.

It’s impossible to recognize quality if you don’t know what it is in the first place. Define your Quality Metrics before starting your project. Quality Metrics help you translate your clients’ needs into measurable goals. It’s critical that you define a set of quality metrics during your project’s planning phase,...

Quality doesn’t just happen, it’s a product of proper project management. Use a quality checklist to ensure quality is planned into your project. A lack of quality control makes it impossible to guarantee quality in your projects. By implementing a Quality Checklist for all your projects, you can “check” each...

Proposal Writing Posing More Questions than Answers? We’ve got the Simple Solution. This easy to use proposal template provides an excellent starting point to write the small proposals that are usually required before performing work on a specific part of a project.

Knowing exactly what your funding requirements will be, before you even get started, is extremely important to the overall success of a project. Use our project funding requirements template to plan ahead and avoid the often-dangerous last minute scramble for additional funding.  

Playing the violin is an art form. So is managing a project. Use our Project Performance Report template to show management why you deserve “First Chair”. As a project manager, it’s important to show your manager just how well and streamlined all of the processes under your watch are running....

As a significant point or event in your project, all project milestones should be listed and tracked. Milestones are a good means to determine if your project is on schedule and a useful tool for reporting to management.

A well executed meeting ends with prompt and clearly documented Meeting Minutes. A skilled and successful Project Manager always has meeting minutes prepared and distributed within 24 hours of having a meeting. Project meeting minutes not only summarize what was discussed and agreed upon during the meeting but also includes...

A well run meeting starts with a well planned meeting agenda. Have you ever been frustrated because a meeting agenda was sent out 30 minutes before the meeting was scheduled to start? Or not provided an agenda until you arrive at the meeting? It’s difficult to know what to expect...

The IT Charging Policy is a policy specifying the objective of the charging process and the way in which charges will be calculated. The IT Charging Policy is a policy specifying the objective of the charging process and the way in which charges will be calculated. This charging policy template...

The project Issues Identification and Tracking Document is an important tool for any project. This document is also commonly used during the post go-live phase of project/product implementation.

Don’t just sound-off about your issues! Log and validate, then act on the valid issues. Issues will arise during your project. Maintain a written issue log to document and monitor all issues. Be sure issues are resolved by their target date, or escalated if necessary. Don’t let unresolved issues bring...

The Implementation and Migration Plan is a key document you’ll want to add to your project management tool box. Our Implementation and Migration Plan template will help you to get started on the right foot in developing your project specific plan. Browse our template below and if you like it...

You don’t need to be a rocket scientist to calculate durations. Ensure the success of your project by having a planned methodology for estimating and cataloging durations. Accurate duration estimating is important for developing an accurate project schedule and finishing a project on time.

Unplanned project changes are necessary in every project. However, some changes are great, but others aren’t. By formally submitting a change request for each change that comes up in a project, you can make them much more manageable. Filter out the bad ideas, embrace the good ones, but keep all...

There’s a million ways to change a project. Be sure to log each change you make, so you can be sure that your project is always looking its best. In a world of endless choices, it’s important that you only make the best ones. Be sure to log all project...

The Business Process Document provides a sequence of the activities necessary to perform specific business services or products and is used to standardize procedures and establish best practices.

What were you thinking when you estimated costs? Plan your cost basis to keep a close eye on your costs. If you don’t, who knows where it’ll end up? It’s of prime importance that you do all of your financial planning before ever starting a project. It allows for a...

You know what they say about assumptions… and no one wants that. Stay ahead of the game, and don’t ever fall behind. No matter the project, you’re going to need to make some educated guesses. Be sure you log these assumptions as they’re made, and validate them all. If you’re...

The Assessment Document is a document which captures all aspects of an assessment performed on a program, process, or other business function. An assessment is a great business tool for identifying the current state of what is being assessed and identifying opportunities to improve various business functions.

Remember, the details always determine the outcome. Use an itemized activities list to keep the finer points of your project as sharp as possible. Plan each activity of your project, and get better results. Use the activity list to fill-in short descriptions of each process, and be sure to include...

Just because it looks like a million bucks doesn’t mean you have to spend that much. Know exactly what your costs will be before they leave you broke. A well-prepared manager is a good manager, and a good manager knows the true costs of their project. Use our activity cost...

Bad surprises can be painful. Know exactly what you’re getting into, before you get into it. Be sure to protect your project from less than pleasant surprises by planning and documenting each of your activities before hand. Use our activity attribute template to develop your own easy-to-read, and understand, activity...

At the most simple level, a strategy is a plan that outlines how an organization will meet a designed set of objectives. The IT strategy focuses on how an organization intends to use and organize technology to meet its business objectives.

A Statement of Work (SOW) is a very powerful project management tool. Putting a bit of time into creating a detailed SOW will help to ensure that work is being performed according to your specifications and expectations. By clearly defining the work to be done it is more likely that...

While many projects are completed using internal resources there are often times when an organization needs to reach out for additional resources. In this case, they often issue a Request for Proposal (RFP). Although each RFP is unique, they should all contain enough information so that bidders can fully understand...