Project Management Templates

The LUC ITS PMO Methodology is based on a "best fit" approach, meaning there are required documents for a project, suggested documents (if needed for a larger project), and there are informational documents to help run each phase.

As of April 2017, the Project Document Checklist assists Loyola's ITS project lead's to use specific types of documentation to use on projects. If some documents are not used, there is a section to document why they are not being used so future teams can learn from those decisions.

Below are column header definitions for clarity on the graph below:

Phase = Which stage you are in the overall project management process of the project.
Required = These templates should be used for most projects.
Suggested = These templates are in addition to the “required” templates to help with managing many unknowns, communications for larger groups, etc.
Informational = These templates or documents are available for use at the discretion of the Project Manager or Project lead.

PHASE	REQUIRED	SUGGESTED	INFORMATIONAL
Initiation	Project Document Checklist Project Scope PM Menu of Services Status Report Meeting Agenda Meeting Minutes	Executive Status	Staffing Commitment Initial Project Plan Initiation Phase Agenda Initiation Phase Review Sponsor Feedback Form Project Kickoff Presentation Project Roles and Responsibilities Project Checklist
Planning	High-Level Project plan (MS Excel) High-Level Project plan (MS Project)	Functional Specs Doc Communication Plan Risk Management Work Breakdown Structure Comprehensive Project Plan RACI Template Action Item List	Stakeholder Registry Planning Phase Review Advanced Risk Management Planning Phase Kickoff Agenda MS Project Tutorial
Execution		‌ ‌	Deliverable Acceptance Form Execution Phase Kickoff Agenda Defect Log Template Execution Phase Review
Close Out	Close-Out Questionnaire Closeout Metrics Template		Project Feedback Closeout Meeting Agenda Project Closeout Report Process Modification Recommendation Closeout Phase Review Project Closeout Presentation

Below are column header definitions for clarity on the graph below:

Phase = Which stage you are in the overall project management process of the project.
Required = These templates should be used for most projects.
Suggested = These templates are in addition to the “required” templates to help with managing many unknowns, communications for larger groups, etc.
Informational = These templates or documents are available for use at the discretion of the Project Manager or Project lead.

PHASE	REQUIRED	SUGGESTED	INFORMATIONAL
Initiation	Project Document Checklist Project Scope PM Menu of Services Status Report Meeting Agenda Meeting Minutes	Executive Status	Staffing Commitment Initial Project Plan Initiation Phase Agenda Initiation Phase Review Sponsor Feedback Form Project Kickoff Presentation Project Roles and Responsibilities Project Checklist
Planning	High-Level Project plan (MS Excel) High-Level Project plan (MS Project)	Functional Specs Doc Communication Plan Risk Management Work Breakdown Structure Comprehensive Project Plan RACI Template Action Item List	Stakeholder Registry Planning Phase Review Advanced Risk Management Planning Phase Kickoff Agenda MS Project Tutorial
Execution		‌ ‌	Deliverable Acceptance Form Execution Phase Kickoff Agenda Defect Log Template Execution Phase Review
Close Out	Close-Out Questionnaire Closeout Metrics Template		Project Feedback Closeout Meeting Agenda Project Closeout Report Process Modification Recommendation Closeout Phase Review Project Closeout Presentation

Last Modified: Tue, May 9, 2023 7:16 PM CDT