Project Management 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 Project Management practice, grouped within the project phase in which they are used.

Contact the OSPM to request any of the following templates:

Identify Phase 

  1. Project Charter Template (doc)
  2. Program Charter Template
  3. Analysis Template with Guideline

Plan Phase

  1. Project Kick-off Meeting Template (ppt)
  2. Project Requirements Gathering
  3. Project Budget Template (xls)
  4. Budget Job Aid
  5. Work Breakdown Structure Job Aid (pdf)
  6. RACI Matrix Template (xls)
  7. Project Scheduling Job Aid (pdf)
  8. Project Management Plan and Approval of Plan
  9. 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 Template (doc)
  2. Program Closure Report
  3. Lessons Learned Template (doc)

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