The Project Management Framework includes a series of numbered templates that provide a method to capture the required project management information throughout the project’s lifecycle. Templates are numbered to provide traceability and progress. The following templates are used throughout the Project Lifecycle; for assistance with using any project template, contact the ITS PPMO at firstname.lastname@example.org.
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.
|Intake||Prioritization Criteria Worksheet (PCW)||Excel||The starting point for ALL requests or projects. A 3-section questionnaire asking for general information, impact (benefits), and effort (costs) for the proposed project|
|Intake||Project Request Summary |
|N/A||Auto-generated, consolidated overview of the PCW information;
Contact ITS PPMO for additional information
|Initiation||Project Charter||Word||Captures deliverables, team requirements, assumptions, risks needed to effectively plan the project; Provides the “definition of done”|
|Initiation||Project Cost Estimation||Excel||Builds an estimate of the project implementation and operations costs including hardware, software, services, and internal resources|
|Planning||Planning Document||Word||Identifies specific resources, schedule, work/effort, and refines assumptions, risks, and deliverables identified in the Charter and works alongside project schedule|
|Delivery||Acceptance of Deliverables||Word||Approval form that deliverable requirements met; May be used as many times as needed to account for acceptance of all deliverables|
|Delivery||Operational Support Processes||Word||Provides information on how the project will be supported when the project is in production|
|Closeout||Project Close Out Report||Word||Overview of project accomplishments, participants, and key successes as well as lessons learned from the project|
Optional Project Management Templates
These templates provide optional tools for capturing information beyond the core project documentation – especially during a project’s planning phase.
|All Phases||Quick Reference Guide||Checklist of the items and requirements
needed to navigate the Project Lifecycle
|Any Phase||Decision Document||Word||Capture the potential options, recommendation, and future decision within a current project, initiative, or investment|
|Initiation||Project Charter Light||Word||Used for small efforts that are not formal ITS Projects; captures quick list of deliverables, team requirements, assumptions, and risks|
|Delivery/ Any Phase||Approval to Proceed||Word||Approval form to continue project (go/no go approval) when a key decision point is identified and must be documented|
|Delivery||Approval to Operate||Word||Approval to move one or more project deliverables to production; Primarily used for iterative and software development projects|