The IT Project Management Framework includes a series of numbered templates that provide a method to capture the required project management information throughout the project’s lifecycle. The following templates are used throughout the Project Management Framework Lifecycle; for assistance with using any project template, contact the ITS PPMO at [email protected].
Core Project Management Templates
Core templates are those that are completed for ALL IT projects and form the basis of Mason’s Project Management Framework Lifecycle.
| Phase | Template | Primary Responsible | Description |
|---|---|---|---|
| Intake | Proposal Collaboration Worksheet (PCW) | ITBA, Business Analyst | The starting point for all requests or projects; the document concentrates on defining the project’s scope and purpose |
| Initiation | Project Charter | PPMO Project Manager | Captures deliverables, team requirements, assumptions, risks needed to effectively plan the project; Provides the “definition of done” |
| Planning | Planning Document | PPMO Project Manager | Identifies specific resources, schedule, work/effort, and refines assumptions, risks, and deliverables identified in the Charter and works alongside project schedule |
| Planning | Project Cost Estimation | Builds an estimate of the project implementation and operations costs including hardware, software, services, and internal resources | |
| Delivery | Acceptance of Deliverables | PPMO Project Manager | Approval form that deliverable requirements met; May be used as many times as needed to account for acceptance of all deliverables |
| Closeout | Project Close Out Report | PPMO Project Manager | Overview of project accomplishments, participants, and key successes as well as lessons learned from the project |
Optional Project Management Templates
These templates provide optional tools for capturing information beyond the core project documentation – especially during a project’s planning phase.
| Phase | Template | Description |
|---|---|---|
| All Phases | Quick Reference Guide | Checklist of the items and requirements needed to navigate the Project Management Framework Lifecycle |
| Delivery/ Any Phase | Approval to Proceed | Approval form to continue project (go/no go approval) when a key decision point is identified and must be documented |
| Delivery | Approval to Operate | Approval to move one or more project deliverables to production; Primarily used for iterative and software development projects |