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Templates & Guidelines

An IT Project Management toolkit has been developed to facilitate the delivery of IT solutions within budget, on schedule, within scope, and in such a way as to best contribute to accomplishing the University's strategic mission. From the numerous PM methodologies currently available, this toolkit is based on best practices from the Project Management Institute and has been customized for use in our environment. These toolkit offerings were chosen based on two beliefs:

  • The toolkit is an ever-evolving set of guidelines, templates, and examples.
  • The tools are designed to help you manage your project and can be adapted for any particular project.

Determining Project Priority (VP-CIO Area)

Projects within the VP-CIO Area are prioritized by the CIO leadership to ensure available resources are applied to the highest priority projects.  This factor is considered during CIO Leadership Team discussions regarding project resourcing and initiation.

Guidelines and Templates

In the table below are guidelines, templates, and examples for the VP-CIO Area.



Request to Initiate Template (Note: CIO Portfolio Only)  
Change Request Template  
Project Charter Template Project Charter Guide
Project Plan Template Project Plan Guide
Combination Project Charter & Plan Template See Project Charter & Plan Guides
Risk Issue & Decision Register Template See Risk Register Template for Guide
Communications Plan Template  
Test Plan Template  
Lessons Learned Template Lessons Learned Guide