Portfolio and Project Management Templates

Project Management Templates

The following templates are used throughout the Project Lifecycle as determined by the project's complexity, calculated in the Project Classification process. Not all project outputs have specific templates available for use. In cases where the templates are not available, the information may be captured using other methods such as EPMO forms, MS Project schedules, or other specific documents.

The Project Management Framework, initially deployed in 2010, is undergoing process and template revisions with a planned release date of June 2019. For further questions, please contact pmo@gmu.edu. Updated templates will be provided as they become available for general use.

Core Project Management Templates

Core templates are those that are completed for ALL IT projects and form the basis of Mason’s Project Management Lifecycle.

PhaseTemplateTypeDescription
1-IdentificationPrioritization Criteria WorksheetExcelThe starting point for ALL requests or projects. A 3-section questionnaire asking for General Information, Impact (benefits), and Effort (costs) for the proposed project.
1-IdentificationMason Risk and Complexity ModelExcelA 30-question questionnaire that combines both risk and complexity topics and determines what level of planning and documentation is required, as well as potential project risk areas.
2-InitiationProject CharterWordIdentification of project scope, high level timeline, and project manager prior to beginning formal project planning.
2-InitiationProject Charter LightWordFor smaller projects or activities. Identification of project scope, high level timeline, and project manager prior to beginning formal project planning (Requires approval of PPMO).
3-PlanningCommunication PlanWordDefine the audience, approach, and timing of project communications.
5-CloseoutLessons Learned WordSummary of what went well and what improvements that can be made and used for future products.

Additional Project Management Templates

These templates provide optional tools for capturing information beyond the core project documentation – especially during a project’s planning phase.

PhaseTemplateTypeDescription
1-IdentificationCost Benefit AnalysisExcelCompare the options, including status quo and capture the high level costs and benefits for the solution.
3-PlanningResource PlanWordCapture the number and type of resources required throughout the project.
3-PlanningBudget PlanExcelSummarize the project spending and funding sources during the project implementation.
3-PlanningProject Performance PlanWordIdentify the performance goal for each business objective identified in the Charter and how it will be measured.
3-PlanningRisk Management PlanExcelDefine how risks will be identified, who will own them, and how they will be managed through the project lifecycle.
3-PlanningChange and Configuration Management PlanWordIdentify what parts of the project are governed by change control and the process for managing that change.
3-PlanningProcurement PlanWord Identify what types of goods or services will need to be procured and the strategies used for procuring them.
3-PlanningQuality Management and IV&V PlanWordValidation process for major project deliverables ensuring processes are followed and quality is acceptable.
5-CloseoutProject Closeout ReportWordProject summary listing major deliverables, lessons learned, final schedule and cost numbers and transition to operations information.