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Templates

Templates by Project Management Life Cycle Stage

Template Title Required? Microsoft Format Google Format
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Other Formats
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Project Initiation
Discovery Project Charter Mandatory for AS Projects, Good Practice for most others Google Doc Not available
Funding Project Charter Mandatory for UIT Projects, Good Practice for most others Google Doc Not available
Project Definition and Planning
Business Requirements Document Mandatory for AS Projects, Good Practice for most others Google Doc Not available
Project Resource Plan Mandatory for AS Projects, Good Practice for most others Google Sheet Smartsheet
Software Capitalization Form Mandatory for UIT Projects, Good Practice for most others Not available Not available PDF Doc
Project Plan/WBS Mandatory for AS Projects, Good Practice for most others Google Sheet Smartsheet
Project Implementation
Functional Specification Document Mandatory for AS Projects, Good Practice for most others Google Doc Not available
Communication Plan Mandatory for AS Projects, Good Practice for most others Google Doc Not available
Rollout Checklist Mandatory for AS Projects, Good Practice for most others Google Sheet Smartsheet
Support Plan Mandatory for AS Projects, Good Practice for most others Google Doc Not available
Training Plan Mandatory for AS Projects, Good Practice for most others Google Doc Not available
Change Management Plan Strongly Recommended for large projects Google Doc Not available
Technical Design Document Strongly Recommended Google Doc Not available
SIT Exit Criteria Mandatory for AS Projects, Good Practice for most others Google Doc Confluence
UAT Exit Criteria Mandatory for AS Projects, Good Practice for most others Google Doc Confluence
Project Monitoring and Controlling
Executive Summary Report Mandatory for AS Projects, Good Practice for most others Google Doc Confluence
Project Kickoff Meeting Mandatory for AS Projects, Good Practice for most others Google Slide Not available
Project Tracker Strongly Recommended Google Sheet Smartsheet