Project Templates
The repository includes the following templates:
| Template | Description | How to Use |
|---|---|---|
| Project Charter Template | Defines the project's purpose, objectives, scope, and key stakeholders | Creating Slack Canvas, Update the Collaboration Project |
| Status Report Template | Standardized format for weekly/monthly status updates | Upload to Claude for Status creation, Add to the Collaboration Project |
| Risk Template | For tracking and managing project risks | Add template to the Collaboration Project |
| Change Order Template | For documenting and processing change requests | Add template to the Collaboration Project |
| Project Closure Template | Project closure artifact and timeline for the project | Upload to Claude |
| Collaboration Project Template | Provides example format to create .toml file necessary for Collaboration Project creation | Upload to Claude |
| Create New Issues From Template | Using our PMO_Standard_Issue_Template.csv file to create multiple issues in your GitLab project at once | Within Issue view in the Collaboration Project |
| PMO Standard Issue Template | Downloadable .csv file with standard issues | Within Issue view in the Collaboration Project |
| Canvas Template | Provide Claude with this template along with project information | Create within Slack |
| Pre-Planning Agenda | Add to the pre-planning meeting invite | gCal |
| Project Closure Retro Template | Uploaded to Claude along with project information | Claude, GitLab Statuses |
| Project Kickoff Agenda | Add to Kickoff meeting invite | gCal |
| Retrospective Template | Customer CP | Copied into the automatically created retro issue |
| Welcome Email | Copy of an intro email after the Engagement Manager intro | gMail |