Templates by Project Phase

• Propose
• Define
• Evaluate
• Select
• Assign
• Announce

Purpose: Evaluate a New Project Idea. Provide an orderly and efficient approach to suggesting, reviewing, and judging the merit of a new project idea before significant resources are committed to an official project, to ensure resources get allocated to only worthwhile projects.

See all Concept Phase templates

• Team Kickoff
• Communicate
• Scope
• Requirements
• Planning
• Risks
• Budgeting
• Trade-offs
• Commitment

Purpose: Define and Plan the project. Identify and kick off a cross-functional project team to define the detailed scope and requirements for the project; plan and estimate the work and costs involved; make trade-offs as necessary; and commit to an agreed-upon balance among scope, time (schedule), and costs that will meet customer and company goals.

See all Initiation and Planning templates

• Design
• Review, Test, Assess
• Track Progress
• Manage and Control
• Communicate
• Approve

Purpose: Create and assess the project's key deliverables. Perform cross-functional work and thoroughly review all deliverables as they are developed. Monitor project progress; deal with issues; and communicate to team, management, and stakeholders. Review and test deliverables and get customer feedback and approval.

See all Execution and Approval templates

• Release
• Deploy
• Capture Lessons
• Close out
• Celebrate

Purpose: Transfer the deliverables to customers and complete the project. Ensure the deliverables are ready to be deployed and the company is ready to support the customers. Then close out the project well by capturing lessons learned, celebrating success, handing off and archiving project materials, and releasing team members for other projects.

See all Delivery and Closeout templates