Templates

A library of PMO templates for project charters, project plans, project status reports, issues, risks & decisions logs, and other essential project documents.

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How-to Guides

This sections provides a collection of practical, step-by-step guides for common Project Management Office (PMO) operations. 

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Training and Certification

Information on required and recommended training for project managers and team members, including any internal certification programs.

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Templates

Project Charter

This project charter template standardizes project initiation by aligning stakeholders on purpose, scope, and objectives before work begins.

Communications Plan

This UCSB Communications Plan template helps project teams manage communications by defining stakeholders, key messages, channels, and distribution schedules.

Project RACI

This template uses a RACI matrix to clarify project roles and responsibilities, streamline communication, prevent duplicated efforts, and ensure all stakeholders understand their roles for smoother project execution.

Project Status Meeting Minutes

This template streamlines project status meetings by capturing decisions, action items, and risks, ensuring outcomes are documented, communicated, and tracked for effective follow-up.

Project Deliverables by Stage

This template tracks project deliverables across all phases - Initiate, Plan, Execute, Hypercare, and Close - ensuring artifacts are identified, assigned, and managed for accountability and smooth transitions.

Project Resource Plan

This project resource plan template outlines, allocates, and tracks all human resources needed for successful project completion.

Request a New Project using Smartsheets

Start-up a new project using the PMO standard templates, including the project charter, plan, RAID log, action item log, and RACI.

 

How-to Guides

Updating the IT Project Portfolio

This guide will teach you how to update project details for projects in the IT Project Portfolio.

Writing Risk and Issue Statements

This guide will teach you how to write clear, concise and actionable issue and risk statements for any project. 

 

Training & Certification

Coming Soon!