Project Management Templates

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 Microsoft Project Transferable Icon 


Project Initiation
Template Instructions Word Template Excel Template
Business Case & Alternatives Analysis (BCAA)   BCAA MS Word template    
Project Charter * Word Icon   Word Icon    

The below four documents have been replaced by the "Business Case & Alternatives Analysis" (BCAA):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
Template Instructions Word Template Excel Template
Budget Plan Word Icon   Word Icon   Excel Icon  
Change and Configuration Management Plan Word Icon   Word Icon    
Communications Plan Word Icon   Word Icon   Excel Icon  
Organization Breakdown Structure Worksheet Microsoft Project Transferable Icon  Word Icon   Word Icon   Excel Icon  
Organizational Change Management Plan/Template Word Icon   Word Icon    
Performance Plan Word Icon   Word Icon   Excel Icon  
Procurement Plan Word Icon   Word Icon   Excel Icon  
Project Plan * Word Icon   Word Icon    
Project Planning Transition Checklist   Word Icon    
Project Schedule Microsoft Project Transferable Icon  Word Icon   Word Icon   Excel Icon  
Project Scope and Business Objective Worksheet Word Icon   Word Icon    
Quality Management and Independent Verification and Validation Plan Word Icon   Word Icon   Excel Icon  
Resource Plan Word Icon   Word Icon   Excel Icon  
Risk Management Plan Word Icon   Word Icon   Excel Icon  
Work Breakdown Structure Microsoft Project Transferable Icon  Word Icon   Word Icon   Excel Icon  


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


Project Closeout
Template Instructions Word Template Excel Template
Project Closeout Report* Word Icon   Word Icon    
Project Closeout Transition Checklist   Word Icon    

* Indicates documents that are required project deliverables