Download Project Management Templates and IT WhitePapers


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

It takes multiple deliverables to produce high quality results for managing IT projects, services and operations. Project management templates make things easier, providing ready-to-use layouts that give you a head start to produce key project documents. We have assembled this template collection for just that purpose, along with additional templates and forms for IT management policies and disaster recovery planning.

What is available? Find easy to use, and fully customizable templates to document project scope, project change requests, project team mission statement, IT policies, and more. You will also find pre-formatted surveys for collecting satisfaction feedback. Our free project management templates are provided in Word format. Survey forms are provided in PDF format. IT and project management whitepapers are provided in PDF format. Just click on the links below to open and save selected files. Then edit as needed to produce required project and policy documents.

Available Templates and Whitepapers.....

Change Request Template
This template is formatted to document project change requests according to type, benefits, costs, complexity and value, and to make related recommendations. Word Format.
Disaster Recovery Plan Template
This template is formatted to quickly document and produce "standard-format" plans for IT related "Disaster Recovery", ready for implementation and approval. Word Format.
Fast Track Plan Template
This template is formatted to document and prepare high level "management plans" for fast tracking specific projects, covering fast tracking goals, objectives, scope, phases and key tasks. Word Format
Fast Track Management Reference Glossary
This informative whitepaper gives you key terminology to explain the scope, variables and components of the fast track project management process. PDF Format.
Issues Evaluation Template
This template is formatted to 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
This template is used to quickly 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
This survey form is used to solicit and collect stakeholder feedback relating to end-user satisfaction with one or more IT management policies. PDF Format.
IT Service Satisfaction Survey
This survey form is used to solicit and collect end-user feedback relating to the quality and acceptability of the existing IT service portfolio. PDF Format.
Meeting Agenda Template
This template is formatted to describe 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
This template is formatted to 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
This template is formatted to quickly 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
This survey format is used to solicit and collect stakeholder feedback relating to project performance, utilized as part of a project review. PDF Format.
Quick Guide to IT Asset Management Planning
This informative whitepaper provides time-saving guidelines to develop relevant and actionable policies for managing technology assets. PDF Format.
Quick Guide to Disaster Recovery Planning
This informative whitepaper provides starting concepts and planning steps for developing and implementing actionable plans for IT disaster recovery management. PDF Format.
Risk Evaluation Template
This template is formatted to 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
This template is formatted to quickly organize, analyze, and report "current status" information for the project as a whole, or any specific phase or deliverable. Word Format.
WBS Planning Template
This template is formatted to create 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....

Make Projects Possible!

Project success isn't easy... but it's always possible. All you need is a quick way to minimize obstacles and maximize capabilities. And that's what you'll find in our Fast Track Project Toolkit.

Download the Fast Track Project Toolkit

Featuring the comprehensive Practices Manual, 70+ page Fast Track Charter template, Negotiation Meeting reports, Lessons Learned reports and Project Committee Guidebook.

Manage IT With A Vision....

Service Strategy Toolkit

It's easy to set goals. It's not that easy to reach them. A "vision" will lead the way and that's what you will find in the pages of the Service Strategy Toolkit.

Vision building is hard work, but when it succeeds you will see a big payoff for on-time, on-budget projects, value added IT services, and satisfied end-users.

Inside the Service Strategy Toolkit
20+ Vision Strategies and Techniques
27+ Planning Checklists
36+ Reference Charts and Diagrams
15+ Management Workflows
6+ Templates and Spreadsheets
and much more!

See for Yourself! Read a free chapter from the Toolkit "Practices Manual".