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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 Planning Phase begins once the Project Charter is approved and is typically the most important phase. It is imperative that project teams do not minimize or overlook planning activities and, as a result, begin deployment activities prematurely. A well-developed and holistic plan helps ensure that the project is successfully completed with limited surprises and deviations from the originating 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
Planning Phase Checklist Project Charter Template - Low Complexity   O R R
Kickoff Meeting Kickoff Meeting Presentation Template   O R R
Project Schedule   Project Schedule Management Guideline O R R
Standard Project Management Plan     O O O
Organize. Execute. Deliver.

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