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 created 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
ITtoolkit Project Management Glossary (New for April 2015)
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
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....

About Us - 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!

Subscribe to the ITtoolkit newsletter for the latest articles, templates and updates.

Infographics and Articles: Strategic Approaches to Managing Information Technology

Infographic: Strategic Visions for Managing IT

A picture is always worth a thousand words.  Get the "big picture" view of the value and purpose of a strategic vision for managing IT - what it is and why you need one.  Our informative infographic illustrates the key steps and issues.  see more

More Infographics:
The Challenge of the Project Constraint
How to Organize Successful Committees
Recipe for Productive Meeting Agendas

Negotiating End-User Roles in IT Projects

Successful IT projects depend on successful partnerships between the IT organization and its end-user community. Unfortunately, the IT/end-user relationship is not always what it should be (or could be).  read more

6 Steps for Sound IT Policies

Policies and procedures - oh no! Let's face the facts, policies and procedures are often seen through negative eyes, commonly viewed as an administrative burden, designed to limit creativity and impede the need to just get things done.  read more

Time for a Toolkit!

"THE RIGHT TOOL FOR THE JOB".  If you are looking for fast, easy, low cost ways to maximize I.T. service value and deliver on-time projects, you need the right tool for the job.  Management "tools" come in many forms - concepts, strategies, tactics, checklists and templates.  And that's exactly what you will find in our IT Service Strategy and Fast Track Project Toolkits.

What is the IT Service Strategy Toolkit?

It's the ultimate how-to guide for managing I.T. according to a strategic vision - designed to make your I.T. organization more productive, relevant, responsive and accepted.  It comes in (3) editions (so you can choose what you need), including how-to manuals and customizable templates.

The Service Strategy Toolkit

What is the Fast Track Project Toolkit?

It's a ready-to-follow roadmap for strategic fast tracking, giving you a practical approach to deliver prioritized projects when time is short, funding is limited, and resources are stretched thin.  It also comes in (3) editions, including the "Bundle" best value with the bonus "Project Committee Guidebook".

Fast Track Project Toolkit