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PM Toolkit

The Project Success Center (PSC) provides many tools and templates to assist with managing projects that effectively scale to the size and complexity of the project, according to the PM Framework. Templates help jumpstart project work by providing the details and instructions on what types of information needs to be captured to assist with decision making. These templates encompass the entire Project Lifecycle.

Click on the tabs below to download templates and guidelines associated with these phases of the project workflow. All templates and guidelines require connection to the state's network.

The Initiating Phase begins when a Project Sponsor identifies a need that meets the definition of a project and submits a Project Request Form. During this phase, the Project Success Center completes a Project Classification Assessment to determine whether the project moves into the PM Framework. One of the major deliverables from this phase is the Project Charter. All templates and guidelines require connection to the state's network.

Project Template Download Template Download Guideline Required for Project Classification
Low Medium High
Initiating Phase Checklist Project Charter Template - Low Complexity   O R R
Project Request Form Project Request Form   R R R
Project Classification Assessment Project Claissification Assessment Project Charter Guideline - Low Complexity R R R
Project Charter Project Charter Template - Low Complexity   R R R
Organize. Execute. Deliver.

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