Project Kick-Off Meeting Checklist Template
A kick-off meeting signals the start of a new project. It’s an opportunity to introduce all the team members (including the client if applicable) and helps to get everyone on the same page. The checklist includes everything that needs to be accomplished prior to, during, and after a project kick-off...
RACI Chart Template
The RACI chart is used in project management to assign roles and responsibilities in the project. It is a responsibility matrix which assigns roles according to the following four categories; Responsible (R), Accountable (A), Consulted (C), and Informed (I). A RACI chart is an effective tool for ensuring clear communication...
Use Case Document Template
Training Plan Template
System Design Document Template
The System Design Document is a required document for every project. It should include a high level description of why the System Design Document has been created, provide what the new system is intended for or is intended to replace and contain detailed descriptions of the architecture and system components....
Service Improvement Plan Template
The Service Improvement Plan is a plan and road map for improving service levels; e.g. if service levels are not attained or if service levels have to be changed. It is based on service level review, and customer and Service Level Management Process improvement suggestions. This IT Service Improvement Plan...
Security Policy Template
Scope Statement Template
Quality Metrics Template
It’s impossible to recognize quality if you don’t know what it is in the first place. Define your Quality Metrics before starting your project. Quality Metrics help you translate your clients’ needs into measurable goals. It’s critical that you define a set of quality metrics during your project’s planning phase,...
Quality Checklist Template
Quality doesn’t just happen, it’s a product of proper project management. Use a quality checklist to ensure quality is planned into your project. A lack of quality control makes it impossible to guarantee quality in your projects. By implementing a Quality Checklist for all your projects, you can “check” each...
Project Funding Requirements Template
Performance Report Template
Milestone List Template
Meeting Minutes Template
A well executed meeting ends with prompt and clearly documented Meeting Minutes. A skilled and successful Project Manager always has meeting minutes prepared and distributed within 24 hours of having a meeting. Project meeting minutes not only summarize what was discussed and agreed upon during the meeting but also includes...
Meeting Agenda Template
IT Charging Policy Template
Issues Identification & Tracking Document Template
Issue Log Template
Don’t just sound-off about your issues! Log and validate, then act on the valid issues. Issues will arise during your project. Maintain a written issue log to document and monitor all issues. Be sure issues are resolved by their target date, or escalated if necessary. Don’t let unresolved issues bring...
Implementation and Migration Plan Template
Duration Estimate Template
Change Request Template
Change Log Template
Business Process Document Template
Basis of Estimate Template
Assumption Log Template
Assessment Document Template
The Assessment Document is a document which captures all aspects of an assessment performed on a program, process, or other business function. An assessment is a great business tool for identifying the current state of what is being assessed and identifying opportunities to improve various business functions.
Activity List Template
Remember, the details always determine the outcome. Use an itemized activities list to keep the finer points of your project as sharp as possible. Plan each activity of your project, and get better results. Use the activity list to fill-in short descriptions of each process, and be sure to include...
Activity Cost Estimates Template
Activity Attributes Template
Bad surprises can be painful. Know exactly what you’re getting into, before you get into it. Be sure to protect your project from less than pleasant surprises by planning and documenting each of your activities before hand. Use our activity attribute template to develop your own easy-to-read, and understand, activity...
IT Strategy Template
Statement of Work Template
Request For Proposal Template
While many projects are completed using internal resources there are often times when an organization needs to reach out for additional resources. In this case, they often issue a Request for Proposal (RFP). Although each RFP is unique, they should all contain enough information so that bidders can fully understand...