PM Toolkit

The Project Success Center (PSC) provides many tools and templates to assist with managing projects that effectively scale to the size and complexity of the project, according to the PM Framework. Templates help jumpstart project work by providing the details and instructions on what types of information needs to be captured to assist with decision making. These templates encompass the entire Project Lifecycle.

Click on the tabs below to download templates and guidelines associated with these phases of the project workflow. All templates and guidelines require connection to the state's network..

The Project Success Center (PSC) provides many tools and templates to assist with managing projects that effectively scale to the size and complexity of the project, according to the PM Framework. Templates help jumpstart project work by providing the details and instructions on what types of information needs to be captured to assist with decision making. These templates encompass the entire Project Lifecycle.

Click on the tabs below to download templates and guidelines associated with these phases of the project workflow. All templates and guidelines require connection to the state's network.

The Project Success Center (PSC) provides many tools and templates to assist with managing projects that effectively scale to the size and complexity of the project, according to the PM Framework. Templates help jumpstart project work by providing the details and instructions on what types of information needs to be captured to assist with decision making. These templates encompass the entire Project Lifecycle.

Click on the tabs below to download templates and guidelines associated with these phases of the project workflow. All templates and guidelines require connection to the state's network.

The Project Success Center (PSC) provides many tools and templates to assist with managing projects that effectively scale to the size and complexity of the project, according to the PM Framework. Templates help jumpstart project work by providing the details and instructions on what types of information needs to be captured to assist with decision making. These templates encompass the entire Project Lifecycle.

Click on the tabs below to download templates and guidelines associated with these phases of the project workflow. All templates and guidelines require connection to the state's network.

The Project Success Center (PSC) provides many tools and templates to assist with managing projects that effectively scale to the size and complexity of the project, according to the PM Framework. Templates help jumpstart project work by providing the details and instructions on what types of information needs to be captured to assist with decision making. These templates encompass the entire Project Lifecycle.

Click on the tabs below to download templates and guidelines associated with these phases of the project workflow. All templates and guidelines require connection to the state's network.

Common Templates Initiating Planning Executing & Controlling Closing

Below are the most commonly used templates. All templates and guidelines require connection to the state's network.

Project Template Download Template Download Guideline R for Project Classification
Low Medium High
Project Charter Project Charter - Low Complexity   R R R
Project Status Report Project Status Report   O R R
Meeting Notes Meeting Notes Template   O R R
General Document Template     O O O
General PowerPoint Template Power Point Icon   O O O

The Initiating Phase begins when a Project Sponsor identifies a need that meets the definition of a project and submits a Project Request Form. During this phase, the Project Success Center completes a Project Classification Assessment to determine whether the project moves into the PM Framework. One of the major deliverables from this phase is the Project Charter. All templates and guidelines require connection to the state's network.

Project Template Download Template Download Guideline Required for Project Classification
Low Medium High
Initiating Phase Checklist Project Charter Template - Low Complexity   O R R
Project Request Form Project Request Form   R R R
Project Classification Assessment Project Claissification Assessment Project Charter Guideline - Low Complexity R R R
Project Charter Project Charter Template - Low Complexity   R R R

The Planning Phase begins once the Project Charter is approved and is typically the most important phase. It is imperative that project teams do not minimize or overlook planning activities and, as a result, begin deployment activities prematurely. A well-developed and holistic plan helps ensure that the project is successfully completed with limited surprises and deviations from the originating charter. All templates and guidelines require connection to the state's network.

Project Template Download Template Download Guideline Required for Project Classification
Low Medium High
Planning Phase Checklist Project Charter Template - Low Complexity   O R R
Kickoff Meeting Kickoff Meeting Presentation Template   O R R
Project Schedule   Project Schedule Management Guideline O R R
Standard Project Management Plan     O O O

This is the phase where the project work gets done according to the Project Plan. During the Executing & Controlling Phase, the team gathers and reports status, monitors and reports on issues and risks, and, if necessary, creates change requests. This phase concludes when all project deliverables are accepted by the users/sponsor and all milestones have been met. All templates and guidelines require connection to the state's network.

Project Template Download Template Download Guideline Required for Project Classification
Low Medium High
Executing & Controlling Phase Checklist Change Request Template   O R R
Change Request Change Request Template   O R R
Change Request – Short Form Change Request - Short Form Template   O O O
Status Report Status Report Template   O R R
Meeting Notes Meeting Notes Template   O O R
Deliverable Acceptance Form Deliverable Acceptance Form   O O R

Conducting the Closing Phase activities is vital to continuous improvement efforts and successful transition of the project deliverables. After achieving acceptance of the deliverables, the project team documents lessons learned and archives project documentation for future use. The project manager transfers the project deliverable to operations and support staff. All templates and guidelines require connection to the state's network.

Project Template Download Template Download Guideline Required for Project Classification
Low Medium High
Closing Phase Checklist (coming soon)     O R R
Project Closure Report Status Report Guidelines   O O R
Lessons Learned Document (coming soon)     O R R
Deliverable Acceptance Form Project Performance Review Template   O O O
Organize. Execute. Deliver.