Managing Projects - Templates & Policies

Detailed Project Request Form

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

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...

Level 1 Project Status Report Template

Use this template to create a concise project status report for small, low-risk projects.

Final Sign-Off and Acceptance Form Template

Use this template to outline project final sign-off by closing all project activities, such as releasing the project team and closing-off vendors.

Light Project Management Process Guide

This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.

Detailed Project Change Request Form Template

The Detailed Project Change Request Form Template is used to document a scope change request, and its assessment and escalation guidelines.

Light Project Change Request Form Template

The Light Project Change Request Form Template is used to document a scope change request and its assessment and escalation guidelines.

Level 3 Project Status Report Template

This template informs stakeholders of the project's progress, outlining the key accomplishments, upcoming tasks, and issues. Use this template for level 3 projects.

Scope Statement Template

Use this template to outline project deliverables in detail and provide a common understanding of project scope to all stakeholders.
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