Managing Projects - Templates & Policies

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

Project Debrief Report Template

Projects can benefit from formal closure activities to ensure that no remaining work is left unfinished. Project closure is an essential, yet often overlooked step in the...

Project Milestones Report Template

The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...

Project Kick-off Meeting Agenda Template

The project kick-off meeting is an essential step of successful project management. It should be conducted at the start of the project execution or phase initiation....

Project Team Meeting Agenda Template

Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...

Change Approval Form

This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Project Management SOP Template

The Project Management SOP Template is used to document your project management processes as you customize them to fit your organization's needs.

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.
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