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Templates

Project Management is a discipline of repeatable processes. As a result, using standardized templates and tools provides consistency and efficiency. Click on the Which Templates Should I Use and When? title to expand the view and assist you in determining which templates may be helpful to use on your project. Additionally, click on the Sample Library title to expand the view and view artifiacts from actual State of California projects.

CA-PMF Templates
A collection of CA-PMF templates has been created to help guide the project team throughout the project lifecycle. Using these templates not only can save valuable time, but also can promote consistency among the documents developed by the project team and across projects in the organization’s portfolio. Click on the CA-PMF Template titles to expand the view and download the CA-PMF templates.

PAL and Oversight Templates
The Statewide Information Management Manual (SIMM) contains documents and instructions pertaining to the Project Approval Lifecycle (PAL) and the Information Technology Project Oversight Framework. See SIMM 19 for information regarding PAL and SIMM 45 for information regarding the IT Project Oversight Framework. Click on the Additional Templates title to expand the view and see links to the PAL and Oversight templates.

SDLC Tools
The Department of Technology has also developed a collection of Software Development Life Cycle (SDLC) tools. Click on the Additional Templates title to expand the view and access the SDLC tools.

Which Templates Should I Use and When?

Which Templates Should I Use and When? (PDF) has been developed to assist you in determining which templates may be helpful to use on your project based on project complexity (low, medium, high). The Complexity Assessment is located at SIMM 45, Appendix C.

Types of CA-PMF Templates
The CA-PMF templates have been developed to accommodate differences in the relative experience of project teams. As a result, the CA-PMF templates have been designed in two formats. The first format includes detailed instructions and example text, and the second format provides the template shell. The templates are provided in Microsoft Word format, with a few (where appropriate) generated in Microsoft Excel, allowing for simple customization and tailoring.

Download Complete CA-PMF Template Collection

The following table links contain downloads to the complete collection of the CA-PMF templates. Select the set with instructions or the template shells or download both for future convenience.

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Download CA-PMF Templates by Process Phase or Individually

Download CA-PMF Templates by Process Phase or Individually”]The following table contains the templates that accompany the CA-PMF separated by Process Phase. Next to each is a brief description and corresponding links to download.

You can download the entire collection of CA-PMF templates using the panel above called, “Download Complete CA-PMF Template Collection,” or by Process Phase or individually in the table below. The templates were developed using Microsoft Office or Excel and are available in two formats: with instructions or the shell only.

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Additional Templates (PAL, Oversight, and SDLC)

Additional Templates (PAL, Oversight, and SDLC)”]In addition to the CA-PMF templates, additional resources have been developed by CDT. These relate to the Project Approval Lifecycle (PAL) process, Oversight processes, and Software Development Lifecycle (SDLC) plans and tools. While they are not part of the CA-PMF, they are supplemental to the state’s project management processes.

Project Approval Lifecycle (PAL) Templates

The PAL includes four stages, separated by gates that are specifically tailored for IT projects. The stages include specific entrance criteria, activities within each stage, and exit criteria. Each has its own template, and instructions that can be found under the Statewide Information Management Manual (SIMM) 19.

Oversight Templates

The Department of Technology’s Project Approvals and Oversight (PAO) has approval, suspension, termination, and oversight authority for California State information technology projects (Government Code § 11546, et al). This includes maintaining policies and procedures for the approval, management, oversight, and continuation of IT projects. Templates and other information related to oversight reporting requirements can be found under the Statewide Information Management Manual (SIMM) 45 on the Project Delivery website.

Software Development Life Cycle (SDLC) Plans and Tools

The Department of Technology has also developed a collection of Software Development Lifecycle (SDLC) plans and tools.

Sample Library

A Sample Library of project artifacts has been developed from actual State of California projects. These samples provide real-world project approaches for key CA-PMF template content. The contents of the Sample Library will continue to evolve over time as additional samples are added. How to Use the Sample Library? Follow these four steps to identify appropriate project samples from the Sample Library.

 

  1. What CA-PMF template are you working on? Chose a CA-PMF template from the left column bold headers.
  2. Some template headers are broken down into sections with sub-headers. If this is the case,  identify the Sample Library chart row by choosing the template section you are most interested in. Follow that row entry to the right.
  3. What is the size of your project? The Sample Library’s top row header designates a project size for each column (Small, Medium, Large, or Mega). This size should correspond to the size of your project. The following table provides guidance on your project size based on the duration and the cost of the project.[table id=35 /]
  4. Read the Sample Library entry for the item at the intersection of template section and project size. The naming convention for each sample is: “[Department, Project, and Page or Page Range]. For example, if looking for a sample of a Project Charter introduction for a Mega sized project, you would find the entry outlined in the table below and see the following naming convention: [BOE (CROS) Charter – 5-8]. This represents the Board of Equalization’s (BOE’s) CROS project Charter document, pages 5 through 8. Click on the link to download the Sample Library artifact. Scroll to the page range noted to find the sample text.

 

 

Current Sample Library Projects

The Sample Library is currently comprised of artifacts from the following departments and projects:

  • California State Board of Equalization (BOE) – Centralized Revenue Opportunity System (CROS)
  • Department of Health Care Services (DHCS) – California Medicaid Management Information System (CA-MMIS)
  • Employee Development Department (EDD) – e-Services Work Opportunity Tax Credit (eWOTC)
  • Financial Information System for California (FI$Cal)
  • Franchise Tax Board (FTB) – Enterprise Data to Revenue (EDR)
  • State Treasurer’s Office (STO) – Debt Management System II (DMS II)

The samples are grouped by their content serving as an appropriate example for a project of a certain size– including small, medium, large, and mega-sized projects. Note that a Sample Library entry proposed for a medium sized project’s Charter Scope Statement, for example, may actually point to content from a large sized, real-world project.  We found that oftentimes larger projects included summary statements that would be useful as a smaller project’s core content.

 

Sample Library

The table below lists the CA-PMF templates and provides a library sample for each template section where available. Click on the link to download the sample.

 

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Consider making totally separate pages for a Sample Lib landing page, and separate pages for each Small, Med, Lg, and Mega. Put the link here to the landing page. Tables this large are very bad for accessibility.