Loyola University Chicago

Project Management @ Loyola

Information Technology Services

Project Management Templates


‌‌Our PM Methodology at LUC is based on a “best fit” approach. There is no one-way approach for how much documentation is required or when the templates should be used. Outlined below is an approach that would work for most projects.

  • Phase = Where you are in the overall project management process.
  • Recommended = These templates should be used for most projects.
  • Suggested = These templates are in addition to the “recommended” templates and should be considered for projects classified as “Large” or ”X Large”.
  • Supplemental = Additional templates that are available for use at the discretion of the Project Manager.


Project Checklist

Project Scope

Functional Specs Doc

MS Project Tutorial

Initiation Phase Agenda

Sponsor Feedback Form

Staffing Commitment

Initial Project Plan

Initiation Phase Review

Project Kickoff Presentation

Project Roles and Responsibilities


Risk Management

Communication Plan

Advanced Risk Management

Planning Phase Kickoff Agenda

Project Contact List

Work Breakdown Structure

Comprehensive Project Plan 

RACI Template

Stakeholder Registry

Planning Phase Review


Status Report

Defect Log Template

Execution Phase Kickoff Agenda

Deliverable Acceptance Form

Project Acceptance Form

Execution Phase Review  


Closeout Meeting Agenda

Project Closure Report

Project Feedback

Process Modification Recommendation

Closeout Phase Review

Project Closeout Presentation