Primary tools

Primary tools

Module 1 0. Pre-Initiation
Unit 1
Phase overview 
Unit 2
Pre-initiation downloads 
Module 2 1. Initiate
Unit 1
Initiate phase overview 
Unit 2
Primary tools 
Unit 3
Supplementary tools 
Unit 4
Initiate phase exit criteria 
Module 3 2. Plan
Unit 1
Plan phase overview 
Unit 2
Primary tools 
Unit 3
Supplementary tools 
Unit 4
Plan phase exit criteria 
Module 4 3. Execute
Unit 1
Execute phase overview 
Unit 2
Primary tools 
Unit 3
Supplementary tools 
Unit 4
Execute phase exit criteria 
Module 5 4. Monitor and control
Unit 1
Monitor and control phase overview 
Unit 2
Primary tools 
Unit 3
Supplementary tools 
Unit 4
Monitor and control phase exit criteria 
Module 6 5. Close
Unit 1
Close phase overview 
Unit 2
Primary tools 
Unit 3
Supplementary tools 
Unit 4
Close phase exit criteria 
Module 7 All toolkit downloads
Unit 1
Downloads 

Tool downloads

Download these interactive, editable tools to help you begin drafting your project artifacts. Each tool includes a description, detailed instructions and helpful hints to help you get started. These editable resources are provided as a starting point to be leveraged and modified as needed to suit your needs.

Review project deliverables as part of close-out

An essential step of closing out a project is the review and final approval of deliverables completed by various project partners. It may be useful to begin the development of this table once deliverables are identified in the charter and complete the table during the “close” phase.

Project Deliverables Matrix

Capture project feedback and lessons learned

A project post-mortem, or project closeout, is conducted at the end of the project in order for the project team to review their work and collect lessons learned.

Project Post-Mortem Template