Download Project Management Templates and IT WhitePapers


ITtoolkit project management templates and whitepapers are available for free download.

Start with our Featured Downloads

New Handbook for 2015 - Fundamentals of Project Fast Tracking.  Get an introduction to strategic project fast tracking - how it works, when it's used and how to benefit.

Also get updated versions of the "ITtoolkit Project Management Glossary", "Priorities and Policies for IT Asset Management", and "Needs Based Planning for IT Disaster Recovery".

It takes multiple deliverables to produce high quality results for managing IT projects, services and operations. Pre-formatted project management templates make things easier, providing ready-to-use layouts that give you a head start to produce key project documents. We have created this template collection for just that purpose, with additional form layouts for IT related plans policies.  We also offer several how-to "whitepapers" providing practical management concepts and planning techniques for projects, disaster recovery and more. No registration required.

Or, select a download from the list below:

Change Request Template
Document project change requests according to type, benefits, costs, complexity and value, and to make related recommendations. Word Format.
Disaster Recovery Plan Template
Document and produce standardized plans for IT disaster recovery, ready for implementation and approval. Word Format.
Fast Track Plan Template
Document and prepare high level management plans detailing how a given project will be "fast tracked" covering fast tracking goals, objectives, scope, phases and key tasks. Word Format
Fundamentals of Project Fast Tracking
This (30) page handbook provides a comprehensive introduction to the key concepts and uses of strategic fast tracking as a standardized process for managing successful projects. PDF Format.
ITtoolkit Project Management Glossary
Learn the lingo and language of projects and project management in this unique reference glossary, organized to present "big picture" concepts, defining key terms and deliverables. PDF Format.
Issues Evaluation Template
Document and list project issues by type and background, including how the issue was raised and when. The template contains pre-defined list options to evaluate issues according to impact and priority. Word Format.
IT Policy Template
Document and produce multiple types of IT management policies, describing policy type, purpose, goals, objectives, provisions and implementation steps. Word Format.
IT Policy Satisfaction Survey
Solicit and collect stakeholder feedback relating to end-user satisfaction with one or more IT management policies. PDF Format.
IT Service Satisfaction Survey
Solicit and collect end-user feedback relating to the quality and acceptability of the existing IT service portfolio. PDF Format.
Meeting Agenda Template
Document and communicate meeting purpose (goals, objectives and intended results). Using the table layout provided, you can also list all the planned agenda items and provide pre-meeting instructions. Word Format.
Mission Statement Template
Document the planned mission for project teams, listing all identified goals and objectives. Each goal and objective is quickly stated in list format, and the template also includes an "approvals" section. Word Format.
Project Scope Template
Document project scope from a big picture point of view, to list and explain scope inclusions and exclusions according to business needs, requirements, deliverables and process. Word Format.
Project Review Survey
Solicit and collect stakeholder feedback relating to project performance, utilized as part of a project review. PDF Format.
Priorities and Policies for IT Asset Management
Learn how to develop asset management policies based on the evaluation of prioritized needs and capabilities. PDF Format.
Needs Based Planning for IT Disaster Recovery
This informative whitepaper provides a "needs based" approach to define, align and approve actionable "plans and solutions" for IT focused disaster recovery. PDF Format.
Risk Evaluation Template
Document identified project risks by type, characteristic and background. Pre-defined list options are provided to quickly rate risks according to impact and probability. Word Format.
Status Report Template
Organize, analyze, and report "current status" information for the project as a whole, or any specific phase or deliverable. Word Format.
WBS Planning Template
Document and produce project-specific "Work Breakdown Structures", covering key tasks, dependencies and related work elements. Word Format.

You May Also Be Interested in Our "Fast Tracking" Article Series....

About Us - ITtoolkit.com has been around since 2001. We started with a few articles about IT projects, and since then have developed our own series of time-saving practices and Toolkits for managing projects and IT services. The article above is part of of our full catalog of "how-to" articles, filled with these techniques (which you won't find elsewhere) to help you get better results in less time.  We cover all the basics and then some - including projects, IT services, team building, disaster recovery and more. You can continue with our recommendations above, browse the articles catalog, or download free templates and whitepapers.  And, visit our home page to learn all that our Service Strategy and Fast Track Project Toolkits can do for you!

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See the latest in our collection of IT Management Infographics. Visualize I.T.!

What's it like to have an IT vision?

It's certainly possible to manage IT without having a strategic vision, but why would you want to?  A strategic vision makes it easier to achieve IT management success, realize added value and fulfill service expectations.  A strategic vision is the quick path to make IT more relevant, realistic, responsive and accepted.  And that's what IT's all about!

The IT Service Strategy Toolkit

If you'd like to realize all of the benefits of an IT vision, all it takes is a download of the IT Service Strategy Toolkit, from ITtoolkit.com.  To get started, you can preview key Chapters and templates and find more details in the Toolkit FAQ.

Projects are unpredictable

There's no doubt about it - projects are risky propositions.  Surrounding conditions are unpredictable - sometimes capabilities meet demands, and sometimes they don't  But one thing is for sure -- you are always expected to deliver.  That's what strategic fast tracking is for -- to make sure you can deliver even when project conditions are not what you need them to be. 

The Fast Track Project Toolkit

If you want to put the "fast tracking" methodology to work for you and your projects, all it takes is a download of our Fast Track Project Toolkit.  To get started, you can preview key chapters and templates and find more details in the Toolkit FAQ.