Templates and instructions described in the Project Management Guideline are provided below. For a complete understanding of how the templates are used and relate to each other refer to the appropriate methodology section of the guideline.

Microsoft Project can be used to create many of the tables provided in the Excel specific files. Documents that are easily transferred or developed in Microsoft Project are indicated by "(MS Project)"

Project Initiation
TemplateInstructionsWord TemplateExcel Template
Cost Benefit Analysis (CBA): Overview PDF    
Cost Benefit Analysis (CBA) Worksheet: blank     Excel
Cost Benefit Analysis (CBA) classroom presentation - July 2017 PDF    
Business Case & Alternatives Analysis (BCAA)   MS Word  
Project Charter * MS Word MS Word  

The below four documents have been replaced by the "Business Case & Alternatives Analysis" (BCAA):

  • Project Analysis Worksheet

  • Project Initiation Transition Checklist

  • Project Proposal Document

  • Project Proposal Preliminary Risk Assessment



Project Detailed Planning
TemplateInstructionsWord TemplateExcel Template
Budget Plan MS Word MS Word Excel
Change and Configuration Management Plan MS Word MS Word  
Communications Plan MS Word MS Word Excel
Organization Breakdown Structure Worksheet (MS Project) MS Word MS Word Excel
Organizational Change Management Plan/Template MS Word MS Word  
Performance Plan MS Word MS Word Excel
Procurement Plan MS Word MS Word Excel
Project Plan * MS Word MS Word  
Project Planning Transition Checklist   MS Word  
Project Schedule (MS Project) MS Word MS Word Excel
Project Scope and Business Objective Worksheet MS Word MS Word  
Quality Management and Independent Verification and Validation Plan MS Word MS Word Excel
Resource Plan MS Word MS Word Excel
Risk Management Plan MS Word MS Word Excel
Work Breakdown Structure (MS Project) MS Word MS Word Excel
Project Execution and Control
TemplateInstructionsWord TemplateExcel Template
Change Control Request MS Word    
Issue Log MS Word MS Word  
Project Execution & Control Transition Checklist   MS Word  
Project Status Report Template * MS Word MS Word  
User Acceptance Report MS Word MS Word  
Project Closeout
TemplateInstructionsWord TemplateExcel Template
Project Closeout Report* MS Word MS Word  
Project Closeout Transition Checklist   MS Word  

* Indicates documents that are required project deliverables