TEMPLATES & FORMS

To support the HCIS Department with delivering and servicing Information Systems projects, the HCIS Project Management Office has created an inventory of document templates.

The template inventory on this site is not exhaustive.  Others will be developed and made available over time.   Please contact us at HCIS-PMO@uiowa.edu for assistance if you are unsure what template should be used in a specific project circumstance.  We can also provide training and guidance in the actual creation of your project documents. Document templates are modified periodically to ensure they meet our business needs.  As such, you should ensure that you download the version of the template posted on this site each time you need to use it, in case there have been any modifications.

The amount of rigor that needs to be applied to a project depends on its size and complexity. The PMO has developed a methodology and requirements matrix that lists the required deliverables that should help with determining what elements of the methodology should be applied.

Legend    M = Mandatory   O = Optional   N = Not Required
Initiating
Small
Medium
Large
Project Request Template
M
M
M
Project Steering Committee 
N
N
O
Project Classification and Sizing Tool
M
M
M
Assign Project Manager/Lead
M
M
M

Planning
Small
Medium
Large
Planning Kick-off Meeting
M
M
M
Project Charter Template
O
M
M
Project Resource Plan Template
O
M
M
Project Communications Plan Template
O
M
M
Project Cost Plan Template
O
M
M
Project Scope Plan Template
M
M
M
Project Risk Plan Template
O
M
M
PMO Project Team Structure
O
M
M
 Phase Signoff Document
N
O
M
Executing
Small
Medium
Large
Project Kick-Off Meeting
N
O
M
Deliverables
M
M
M
Manage Communications
M
M
M
Manage Risks
N
O
M
Manage Schedule
M
M
M
Manage Scope
M
M
M
Manage Costs
O
O
M
Manage Issues
M
M
M
Go-Live Support Information Template
N
O
M
Application Downtime Worksheet Template
O
M
M
Go-Live Debriefing Template
O
M
M
Executing
Small
Medium
Large
PMO Go-Live Checklist Document
M
M
M
GLRA Template
O
M
M
Closing
Small
Medium
Large
Formal Acceptance
M
M
M
Transition to Production/Operations
M
M
M
Contract Closure (if applicable)
M
M
M
Project Closure Report Template
O
O
O
Project Lessons Learned Document
O
M
M
Monitoring & Controlling
Small
Medium
Large
Project Phase Signoff Template 
O
O
M
Vendor On Site Visit Schedule
O
O
O
PM Project Checklist Sheet
M
M
M
Project Status Report Template 
M
M
M
Meeting Agenda Template
O
M
M
Meeting Minutes Template
O
M
M
Project Change Request
N
M
M
Approved Changes
M
M
M
Performance Measures
O
O
M
Contract Changes
M
M
M
Document Issues
O
M
M
Conduct Status Review meetings
O
O
M
Corrective actions
M
M
M