Project Management Framework templates

A library of tools and templates have been developed to assist project managers to propose new projects, make regular reports and close projects. The tabs below outline the key project templates for completion by the project manager, at each stage of the project. The stages are aligned with the Project approval process (.pdf, Essex users only). Contact the Strategic Projects Office if you need any assistance or clarification.

The Project one stop shop (.pdf, Essex users only) document should be referred to when completing templates as it contains further support materials, examples and toolkits to help you with your project.

All of the documents in the library below are restricted to Essex users only.

Initiation and scoping

March 2023

Client Brief

Word Document

(138kb)

This is the Client Brief template for use on Capital projects subject to approval and oversight by CPG.
March 2023

Project Mandate

Word Document

(166kb)

This is the Mandate template for all Framework projects subject to approval and oversight by PCG.
January 2017

Project Assessment Matrix

Adobe PDF File

(116kb)

The Project Assessment Matrix should be used to determine whether a project should fall under the remit of PCG or not.

Planning and defining the design and approach

March 2023

Business Case

Word Document

(105Kb)

This is the Business Case template for all Framework projects subject to approval and oversight by PCG.
January 2017

Privacy Impact Assessment Checklist

Word Document

(45Kb)

The Privacy Impact Assessment document should be used in conjunction with the Business Case template.

Implementation readiness and delivery

April 2018

Progress Report (Systems and processes)

Word Document

(73Kb)

The Progress Report should be completed for regular project reporting to PCG or the appropriate sub-group.
April 2018

Progress Report (Buildings)

Word Document

(90Kb)

The Progress Report should be completed for regular project reporting to PCG or the appropriate sub-group.
March 2023

Change Control Report

Word File

(79Kb)

This document should be completed if any change to the previously approved Business Case is required.

Business as usual and benefits realisation

March 2023

Project Closure Report

Word File

(76Kb)

This document should be completed and submitted to the appropriate PCG sub-group to formally close the project.

Contact us

The Project Management Framework is managed and coordinated through the Strategic Projects Office - email change@essex.ac.uk.

Project first steps

The project first steps guide (.pdf, Essex users only) explains how to turn an idea for a project into a completed Project Mandate that’s ready to seek approval, including who to talk to and what to ask.

PMF Framework guide

The Project Management Framework (PMF) guide (.pdf, Essex users only) walks you through the entire project approval process, from how to fill in a mandate, right through to closing your project.

Assessment Matrix

The Project Assessment Matrix (.pdf, Essex users only) will help you work out whether your project needs to managed through the formal Project Management Framework or whether it can be managed locally.

Project one stop shop

The one stop shop (.pdf, Essex users only) is a guide for Project Managers. It outlines the work required at the different stages of a project, together with toolkits, templates and guides for each piece of work.

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