PMO Project Tools & Templates

List of Resources, templates and job aides to effectively manage your project, broken down by project phase.  Given every project is unique in scope, these resources are to be used and customized as needed to best provide 'DIY' project management support for the project.  Please reach out to the PMO office for any assistance or questions that might occur.

Project Setup

  • Detailed Intake Form – Project Management – Template (Word)

Project Initiation

  • Project Charter – Template (Word)

Project Planning

  • Project Scope – Template (Word)
  • Work Breakdown Structure (WBS) – Job Aid  (Word)
    • Medical Device Implementation – Template (Visio, PDF)
    • Software Implementation – Template (Visio, PDF)
    • Facility Move – Template (Visio, PDF)
    • New Project – Template (In Development)
    • Procurement – Template (Visio, PDF)
  • External Communication Plan – Template (Excel)
  • Team Communication Plan – Template (Excel)
  • Team Matrix – Template (Excel)

Project Implementation

  • Status Reports – Template (Word)
  • Agenda – Template (Word)
  • Meeting Minutes – Template (Word)
  • Go Live Checklist – Template (Word)

Project Monitoring & Control

  • IRAD (Issues, Risks, Action Items, Deliverables) Tracker – Template (Excel)
  • Data Collection Plan - Template (Excel)

Project Close Out

  • Hand Off Plan – Template (In Development)
  • Lessons Learned - Template (Word)