Free IT and project templates
An IT security policy and a project charter. Fill in your systems, rules, goals and people, then download a clear document the whole team can follow.
30 templates
- Project charterAgree why a project exists, what it will deliver, what it will cost and who decides, before work starts.
- API integration specificationSpecify how two systems connect: what data moves, how it is secured, how errors are handled and who owns it.
- Architecture decision recordRecord a technical decision with its context, options, reasons and consequences, for the team to find later.
- Bring your own device policySet the rules for using personal phones and laptops for work: security, privacy, support and leaving.
- Bug reportReport a software problem so a developer can repeat it, judge its impact and fix it.
- Change management planPlan how people will be told, trained and supported through a big change, and how you will know it worked.
- Change requestAsk for a change to a project or system, show its impact and record whether it is approved.
- Cybersecurity awareness training recordKeep proof that staff were trained on phishing, passwords and safe working: topics, attendance and results.
- Data backup policySay what is backed up, how often and where, and prove that a restore works.
- Data migration planPlan a move of data between systems: scope, mapping, tests, cutover, rollback and checks.
- Disaster recovery planGet your key systems and data back after a fire, outage or attack, with targets, steps and contacts.
- Go-live checklistCheck everything is ready before you launch, and record who decided to go live.
- Incident response planDecide before it happens who does what when a security or system incident strikes.
- IT security policySet the rules for protecting company systems and data: access, devices, backups, incidents and suppliers.
- On-call handoverHand the pager over cleanly: open incidents, recent changes, noisy alerts and what to watch.
- Password policySet simple, current rules for passwords and sign-in that staff can follow.
- Post-implementation reviewCheck a finished project a few months on: did it deliver the benefits, at what cost, and what to do next.
- Post-incident reviewReview a serious incident without blame: what happened, why, and what will stop it happening again.
- Product requirements documentSet out what to build and why: the problem, users, goals, requirements, scope, success measures and launch plan.
- Project closure reportClose a project properly: what was delivered, time and cost, open items, lessons and handover.
- Project status reportReport where a project stands: health, progress, budget, risks and the decisions you need.
- RACI matrixShow who does, owns, advises and is told for every task, with one accountable person each.
- Release notesTell users what changed in a release: new things, fixes, known issues and what they must do.
- Release planPlan a software release: scope, dates, testing, rollout, rollback and who tells whom.
- RunbookWrite down how to run and fix a service: checks, steps, rollback, who to call and how to know it worked.
- Security incident logKeep a running record of security incidents: what was hit, how it was handled and who was told.
- Sprint reviewRecord a sprint review: the goal, what was finished, feedback from stakeholders and what changes next.
- Test planPlan how a release will be tested: scope, kinds of test, environments, schedule and exit rules.
- User acceptance test sign-offRecord that the users tested the work, what is still open, and who accepts it as ready.
- User story and acceptance criteria sheetWrite a user story with clear acceptance criteria so the team knows when it is done.
Templates
IT and projects templates
Systems and projects go wrong when nobody wrote down who decides and what the rules are. These templates put the rules, the owners and the limits on pages people will read.
Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.
IT and projects
Questions people ask
Are these IT and project templates free?
- Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.
Does a security policy make us secure?
- No document does that alone. A policy helps when it matches what people really do, so keep it short, explain it to your team and review it every year.
Is a project charter only for large projects?
- No. A small project benefits too, because one page that names the goal, the limits and the decision maker prevents most arguments later.
Templates
More kinds of documents
Every category has its own page, so you can see all of its templates at once.