{"id":10,"date":"2017-05-19T12:58:40","date_gmt":"2017-05-19T12:58:40","guid":{"rendered":"https:\/\/www.montclair.edu\/program-management-office\/?page_id=10"},"modified":"2024-05-17T15:48:51","modified_gmt":"2024-05-17T19:48:51","slug":"tools-templates-and-forms","status":"publish","type":"page","link":"https:\/\/www.montclair.edu\/program-management-office\/tools-templates-and-forms\/","title":{"rendered":"Tools, Templates and Forms"},"content":{"rendered":"<p>The documents provided below are for use on any Montclair State University project or initiative. The documents are organized according to each phase of the project life-cycle. Click on each link to download the document which will include appropriate sections along with the instructions of what information to include.<\/p>\n<p>For help with using any of our templates please email <strong>Sharif Akkara<\/strong> at <a href=\"mailto:akkaras@montclair.edu\">akkaras@montclair.edu<\/a>.<\/p>\n<h2><a href=\"#Initiation\">Initiation<\/a><\/h2>\n<ul>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2019\/09\/Project-Discovery-Initiation-Revised-rev-MCA-8-22-19.doc\">Project Discovery Initiation Document<\/a>: This document will help to define and evaluate the project.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/PMO-Template_Business_Case-Charter_v1.0-2.docx\">Business Case<\/a>: This is a formal document that will provide an argument justifying undertaking a project or a program. It will present an evaluation of the benefits, cost and risks of the proposed project. It will highlight alternate solutions with a rationale for the preferred solution.<\/li>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/1aooIxtxQimOMgJsnKguhczWNDV1UbLzH?usp=sharing\">Project Charter:<\/a> This document will outline the purpose of the project, the way the project will be structured and how it will be successfully implemented.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/Combined-CAR-and-Proposal-Project-Tracking.xls\">Cost Estimating Sheet for Project Definition Document<\/a>: This excel workbook will guide you through estimating the cost of your project.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2018\/09\/Requests-for-Technical-Support-Enhancements-Project-Initiation-and-Scope-Changes-4-26-2018.pdf\">Requests for Technical Support, Enhancements, Project Initiation and Scope Changes<\/a> flow: This flow diagram details the steps requestors should follow to initiate any changes.<\/li>\n<\/ul>\n<h2>Planning<\/h2>\n<ul>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/1aooIxtxQimOMgJsnKguhczWNDV1UbLzH?usp=sharing\">Project Charter:<\/a>This document will outline the purpose of the project, the way the project will be structured and how it will be successfully implemented.<a href=\"#\"> <\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/Project_Mgmt_Plan.docx\">Project Plan Templates<\/a>: This document will clearly define project scope, cost, schedule and work organization.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/10\/IDMS-RFP-DRAFT-JUN-20-2017.docx\">Request for Proposal (RFP) Template<\/a>: This document will be used to elicit bids from potential vendors for a desired IT solution. It will include needs of the University as well as an evaluation criteria for assessing the proposal.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/PMO-Template_Business_Requirements_Document_v1.1.docx\">Business Requirement Document<\/a>: This document will provide details on the business solution for a project including the documentation of customer needs and expectations.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/OM-PRC-001_Vendor_Selection_Procedure_v1.0.docx\">Vendor Selection Document<\/a>: This document will help with the process of selecting a vendor.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/OneMontclair-Conceptual-Architecture-Review-Checklist.doc\">Architecture Checklist<\/a>: This document lists all the elements that should be present in the system architecture and application design.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2019\/01\/MSU_IT_-_Test_Plan_Template_v1.2.docx\">Test Plan<\/a>: This document will outline the test strategy, objectives, resources required for testing, test schedule, test estimation and test deliverables.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2018\/02\/MSU-IT-Test-Strategy-Template-v1.0.docx\">Test Strategy<\/a>: Use this template to document the necessary information required to effectively define the approach to be used in the testing of the project&#8217;s product.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/SDLC7_TrainingPlan1.doc\">Training Plan<\/a>: This document will provide details about the training which includes describing the purpose and objective of the training, objectives and curriculum overview.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2019\/01\/MSU-IT-Test-Case-and-Result-template-v1.1.xlsx\">Test Case and Expected Result Template<\/a>:\u00a0This document is a template of a Test Case and Expected Results\u00a0document for a project.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/08\/COMMUNICATION-PLAN_120612_PM.doc\">Communication Plan<\/a>: This document will help you clarify how the project team will communicate with each other and others regarding the project.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2019\/01\/MSU_IT_-_Tracability_Matrix.xlsx\">Requirements Traceability Matrix:<\/a> The Requirements Traceability Matrix (RTM) is a tool to help ensure that the project\u2019s scope, requirements, and deliverables remain \u201cas is\u201d when compared to the baseline.<\/li>\n<\/ul>\n<h2>Execution<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/OM-PRC-001_Vendor_Selection_Procedure_v1.0.docx\">Vendor Selection Process Framework<\/a>: This document will help with the process of selecting a vendor.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2018\/02\/MSU-IT-Test-Case-and-Result-template-v1.0.xlsx\">Test Case and Result<\/a><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/MSU-OIT-Test-Case-template-v0.1.xlsx\"><\/a>: This excel spreadsheet will help you to track test cases along with the results.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2018\/01\/MSU-IT-Defect-tracker-template-v1.0.xlsx\">Defect Tracker<\/a><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/11\/MSU-OIT-Defect-tracker-template-v1.0.xlsx\"><\/a>: Use this template to document all issues\/defects uncovered during the process of system validation. This template includes a &#8216;ReadMe&#8217; sheet and a couple of other reference worksheets to explain the standards\/process to be followed along with the template itself.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/Weekly-OM_PM_Program-Meeting-AGENDA-2014-05-15-v0.1.docx\">Meeting Agenda<\/a>: This document will provide an outline of the items to be covered during a meeting.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/Meeting_Minutes.docx\">Minutes Template<\/a>: This document should be used to document the details of a meeting.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2019\/01\/MSU_IT_-_LifeCycle_Gate_Review_checklist_Template_-_1114.docx\">Stage Gate Review<\/a>:\u00a0Gates and Gate Reviews also provide a formal means of controlling project risk, monitoring scope changes, and maintaining stakeholder interest.<\/li>\n<\/ul>\n<h2>Monitoring and Controlling<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/Project_Mgmt_Plan.docx\">Project Plan Updates<\/a>: This document is the same as the project plan template. Use it to update any changes to the scope, cost etc.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/Sample-Project-Scorecard_-10_5_08.doc\">Project Scorecards<\/a>: This document is used to assess a project&#8217;s risk and complexity.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/OM-PRC-005_Project_Change_Control_v1.0.docx\">Project Scope Change Document<\/a>: This document will help you manage, review and get approval for project changes that affect budget, schedule, resources and vendor statement of work.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/12\/PMO-Action-Log-1.xls\">Action Log<\/a>: This document will help keep a log of all the action items including responsible person(s) and due dates.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2017\/10\/PMO-Risk-Mgt-Worksheet-1.xls\">Risk Log<\/a>: This document will help you capture the risks and mitigations along with impact and severity.<\/li>\n<\/ul>\n<h2>Closing<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2019\/03\/OneMontclair-Operational_Handover_Plan.doc\">Operational Handover<\/a>: This document is a checklist\/worksheet that will help to ensure the proper transfer of project into operations.<\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/program-management-office\/wp-content\/uploads\/sites\/42\/2019\/01\/MSU_IT_-_Lessons_Learned_Template_v0.1.docx\">Lessons Learned Template<\/a>:\u00a0\u00a0The Lessons Learned template can be used to document and analyze the lessons learned\u00a0from a project to apply them to future projects throughout the organization.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The documents provided below are for use on any Montclair State University project or initiative. The documents are organized according to each phase of the project life-cycle. Click on each link to download the document which will include appropriate sections along with the instructions of what information to include. For help with using any of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":43,"parent":0,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-10","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/pages\/10","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/comments?post=10"}],"version-history":[{"count":34,"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/pages\/10\/revisions"}],"predecessor-version":[{"id":1117,"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/pages\/10\/revisions\/1117"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/media\/43"}],"wp:attachment":[{"href":"https:\/\/www.montclair.edu\/program-management-office\/wp-json\/wp\/v2\/media?parent=10"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}