The scope, size, and complexity of a project will affect the number of deliverables, which should be produced in order to adequately manage the proposal and execution of the project.

Documents that are in boldĀ with an asterisk are also available as webforms in the ServiceNow project module.

Phase

Lead

Documentation

Template Type

Project Type

Delegation Business Analyst Delegated Project Checklist* Word Relevant Projects
Ideation Business Analyst Project Proposal Summary (PPS) Word ALL Projects
Business Analyst Business Case Word ALL Projects
Initiation Project Manager Project Charter* Word ALL Projects
Project Manager Kick-Off Meeting Agenda* Word ALL Projects
Planning Business Analyst Requirements (Technical, Functional) Word ALL Projects
Project Manager Schedule and Tasks ServiceNow ALL Projects
Project Manager Risk Management Log ServiceNow ALL Projects
Project Manager Security Plan (involve security at kick-off) TBD ALL Projects
Project Manager Stakeholder Analysis/RACI Excel Large or Politically Sensitive Projects
Project Manager System Architecture Plan Word Relevant Projects
Project Manager Communications Plan Excel Large or Politically Sensitive Projects
Execution Project Manager Meeting Agenda Word ALL Projects
Project Manager Meeting Minutes* Word ALL Projects
Project Manager Reports and Communications ServiceNow ALL Projects
Project Manager Project Change Request Log ServiceNow ALL Projects
Project Manager Issues Log ServiceNow ALL Projects
Project Manager UAT Documentation (Test Plans and Results) Entrance Criteria (Word)
Sample UAT Plan (Excel)
Exit Criteria (Word)
Relevant Projects
Closeout Project Manager Lessons Learned* Word ALL Projects
Project Manager Closeout Meeting Agenda* Word ALL Projects
Project Manager Transition/Deployment Plan* Word Relevant Projects