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Templates & Tools

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

Instructions Word Template Excel Template Video
Cost Benefit Analysis (CBA)      
Cost Benefit Analysis (CBA) Worksheet: (example)   Excel  
Cost Benefit Analysis (CBA) Worksheet: (template)   Excel  
Business Case & Alternatives Analysis (BCAA) MS Word    
Project Charter* 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The below four documents have been replaced by the "Business Case & Alternatives Analysis" (BCAA):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 Execution and Control

Instructions Word Template Excel Template Video
Change Control Request    
Issue Log MS Word    
Project Execution & Control Transition Checklist  MS Word    
Project Status Report Template* MS Word    
User Acceptance Report MS Word    

Project Closeout

Instructions Word Template Excel Template Video
Project Closeout Report* MS Word    
Project Closeout Transition Checklist MS Word    

* Indicates documents that are required project deliverables