Managing Projects - Templates & Policies

Level 1 Project Status Report Template

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

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.

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.

Deliverable Acceptance Form Template

Use this template to outline project deliverable sign-off criteria, and ensure business and technical acceptance criteria are met.

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.

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...

Post-Mortem Review Template

The Post-Mortem Review Template is used to assess the project's success by reviewing major aspects of the project execution process and the final deliverables. Lessons...

Requirements Gathering Technique Guide

Leverage this guide to examine each of the different elicitation and analysis techniques available to facilitate the requirements gathering process.

Project Intake for Small Enterprise SOP Template

Create a repeatable process for project intake by leveraging the complete project intake SOP template.

IT Steering Committee Charter

Use this template to create an IT steering committee charter.
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