Materials for Project Managers

Project Scope Documents

Project Definition Worksheet - Use this for smaller projects that involve only a few people and don’t need extensive explanation or justification 

• Project Definition Worksheet Template
• Sample Project Definition
• Good and Bad Project Definitions

Project Charter - Projects with high visibility that will have an impact on multiple departments should have a project charter approved by an executive sponsor

• Blank template
• Sample

Communication Document Samples

Project Progress Report for Stakeholders

• Blank template

Project Communication Plan

• Sample

Project Kickoff Announcement

• Sample

Project Launch Announcement

• Sample

Project Plan Templates

Waterfall Project Plan - Recommended for large projects that have a clear start and finish with defined deliverables

• Blank template (Smartsheet)
• Sample project plan (Smartsheet)

Card Board Project Plan - Recommended for Agile projects with tasks that need to be re-prioritized frequently

• Blank template (Microsoft Planner)
• Sample project plan (Microsoft Planner)

Discovery Checklist

• Blank template
• Sample checklist

Requirements Gathering

• Sample Requirements Collection Checklist (Smartsheet)
• Sample Functional Requirements
• Sample Business Process Workflow
• Sample Technical Process Workflow

Risk Control

• Security Questions
• Risk Register TEMPLATE

Testing

• Sample product test plan (Smartsheet)

Change Control

• Change Request Form

Go/No Go Checklist

• Blank template
• Sample checklist

Transition Checklist

• Sample

Closing Checklist

• Template

Best Practices and Resources

Working with external vendors

Setting up live and online training

"Ideas" to "Active" - What's needed

Brown Bag Series - Workshop Slide Decks

Project Communications (PDF)

Controlling Scope (PDF)

Project Scheduling (PDF)

Risk Management (PDF)