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The below four documents have been replaced by the "Business Case & Alternatives Analysis" (BCAA):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