PMO Resources and Templates

The PMO utilizes various templates throughout a project's lifecycle and are broken up into four phases. Below you will find a list of templates, guidance documents and activities that are used as part of the standard PMO process, grouped within the project phase in which they are used.

Contact the PMO at to request any of the following templates:

Identify Phase 

    1. Project Charter Template
    2. Program Charter Template
    3. Analysis Template with Guideline

Plan Phase

    1. Project Kick-off Meeting
    2. Project Requirements Gathering
    3. Budget Creation/Approval
    4. Budget Job Aid
    5. Work Breakdown Structure
    6. Project Schedule
    7. Project Management Plan and Approval of Plan
    8. Program Management Plan Template and Approval

Execute Phase


    1. WCM RFP Template
    2. WCM RFI Template
    3. Vendor Requirements and Evaluation
    4. New Project Test Plan
    5. WCM Service Handbook Template
    6. Solutions Design/Functional Specs
    7. Disaster Recovery Plan


    1. Change Request
    2. Status Meeting Agenda Minutes
    3. Status Report Template and Guideline
    4. Implementation Plan
    5. Program Status Report
    6. Configuration/Development
    7. Configuration/Build Approval


    1. User Acceptance Testing & Remediation
    2. Integration Testing & Remediation
    3. DR Planning, Testing & Remediation


    1. Go-No-Go Meeting/Decision
    2. Conduct Training
    3. Release into Production
    4. Post Go-Live Assessment and Resolution of Issues

Close Phase

    1. Project Closure Report 
    2. Program Closure Report
    3. Lessons Learned Template

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