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Project Management Forms and Templates


EPPMO Tools and Templates

As part of the Project Management Standardization Initiative, OIT's EPPMO has created the following set of tools and templates. This tool set is intended for use on Small, Medium or Major projects containing an IT component. They are part of the standard project/portfolio management suite located in the Clarity Knowledge Store.  Tools were developed to provide project management staff the tools necessary to facilitate Effective, Efficient and Elegant delivery of government services and projects to our partners and customers.  They are aligned to EPPMO policies and standards for Governance, project stages & gating processes, and industry "best practices" for project management.  Please contact the EPPMO at OIT_EPPMO@state.co.us with questions.

 

Intake

Projects begin within individual agencies when Project Requests (or ideas) are created.  This section includes a "checklist" of documents and checkpoints that will be used throughout the Request and Project lifecycle.  It also includes the Intake and Initiation Procedure as well as the five documents required to transition a Request to a Project.

 

Project Request Form

CARE Assessment*

Architectural Review**

Risk Assessment

Financial Planning Workbook (FPW)

Gate Control and Project Certification - Target Implementation June 2013 

 

* These resources are managed by the CARE Assessment team.  The most current version can be obtained in the Clarity Knowledge Store.  For guidance, please consult your Agency IT Director or email the security team at oit_ciso@state.co.us referencing "Project Review" in the subject line.

 

** These resouces are managed by the Architecture team.  The most current version can be obtained in the Clarity Knowledge Store.  For guidance, please contact your agency's architecture support team or OIT's Enterprise Architecture group at  oit_enterprisearchitecturegroup@state.co.us.

 

List of Project Templates and Forms

Project Plan Form

Major Project Business Case Form

Major Project Feasibility Study Template

Small, Medium and High Level Project Business Case Form

Small and Medium Project Feasibility Study Template

Project Request Form

Project Scaling and Risk Assessment Form

Project Charter Form 

Project Agenda Form 

Project Minutes Form

Project Risk Log Form

Project Issues Log Form

Project Change Request Log Form

Project Acceptance Form

Project Deliverables Acceptance Form

Project Lessons Learned Form

Project Trending Questionnaire 

 

If you have suggestions for improving the tool set, or have an idea for an additional template, please contact the EPPMO at OIT_EPPMO@state.co.us with your ideas. Thanks!