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The Research Information Systems team within the Office of Research and Economic Development has created the following project management templates to enable your success within and beyond the entire research lifecycle.
If you need any assistance or guidance on how to use these templates, please email David Driesbach.
A project charter is an important document to establish in the initiation stages of your project as it will guide project activities throughout the entire project lifecycle. It concisely describes within a couple of pages all key characteristics and constraints of the project; including a summary, purpose/justification, objectives and success criteria, scope, schedule, stakeholders as well as other known considerations such as risks and assumptions. Please note that the generic template below should not be used in the place of a research proposal. For more information about preparing an Electronic Proposal Routing and Approval Form (EPRAF), please see the related Proposal Preparation resources.
A stakeholder register is a valuable tool that you and your project team can use throughout the entire project lifecycle to identify, analyze and ultimately engage all stakeholders impacted by your project.
Once you have established your project and related scope in the Project Charter, a work breakdown structure can help you to break down the scope into specific assignable tasks. It can also help to organize the relationships between tasks. A Gantt chart is a visual representation of the tasks in the form of a bar chart. It can be useful as a valuable communication tool for stakeholders throughout the entire lifecycle of your project. The following template includes both a work breakdown structure and related Gantt chart.
A communications plan is a valuable tool to identify and manage how you communicate throughout the entire lifecycle of your project to all impacted stakeholders.
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The Office of Research and Economic Development has a number of internal budget sheets that you can use in the proposal preparation stage of the research lifecycle.
Internal Budget Sheet – Extended
Internal Budget Sheet – Extended
Once awarded, there are a number of financial reports that are available in PantherSoft that you can use to manage your project. See the Award Management section of the FIU Research website for more information about how to run the financial reports.
If you are interested in learning more about project management, the Project Management Institute (PMI) website is a great place to start. With almost 700,000 global members spanning over 300 local chapters, including one in South Florida, the Project Management Institute is an excellent organization to connect with to learn more, connect with expertise in the project management field and access various tools and templates. See related websites for more information.