Templates
Charter, business case, change request, status report and more.
- Official templates
- 8
- Times used
- 212
- Most used
- Status report
- Your drafts
- 0
Owned by the EPMO
Documents drawn from them
Used 58 times
Created in this session
The library
Preview a template, then use it; a draft is filed in the project’s folder and opens.
Project charter
Gives a project its formal existence — why, what, how much and who — approved at the initiation gate.
Initiation gate6 pages·31 usesBusiness case
Compares options on cost, value and risk, and computes NPV and payback.
Feasibility gate12 pages·22 usesRisk register
Logs every risk with probability, impact, owner and response, and computes the score and matrix zone.
Planning gate2 pages·34 usesChange request
Describes a proposed change and its scope, schedule and cost impact, for the change board.
Change board3 pages·27 usesClosure report
Records what was delivered, what was spent and what we learnt, and hands the benefits to their owner.
Closure gate8 pages·9 usesStatus report
One page a month: health, progress, the two indices, risks and the decisions needed.
Monthly1 page·58 usesCommunication plan
Who needs to know what, when, through which channel, and who sends it.
Planning gate2 pages·14 usesStakeholder plan
The power/interest map of every stakeholder, current and desired engagement, and how to close the gap.
Initiation gate4 pages·17 uses
What each methodology requires
Mandatory templates per methodology template; the others are asked for by their gate or board.
| Methodology template | ||||||||
|---|---|---|---|---|---|---|---|---|
| Digital projects — hybridUsed by 9 projects | · | · | · | · | · | |||
| Agile delivery — ScrumUsed by 6 projects | · | · | · | · | · | · | · | |
| Capital construction projectsUsed by 14 projects | · | · | · | · | · | · | ||
| IT systems — waterfallUsed by 8 projects | · | · | · | · | · | |||
| Stage-gate — high-value initiativesUsed by 4 projects | · | · | · | · | ||||
| Consulting & transformationUsed by 7 projects | · | · | · | · |
The change request is asked for by the change board, the closure report by the closure gate, in every methodology.