# Free IT and Project Document Templates Source: https://nerix.ai/templates/it-projects 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. Search templates / - Popular - A to Z - Newest Filter templates Price Trade ## 30 templates - [Project charter: Project name Organisation: Organisation Sponsor: Sponsor (who pays and decides) Project manager: Project manager Date: Date of the charter 1. Why this project Why this project (the problem or chance) 2. Objectives and measures of success Objectives and how success is measured 3. Scope In scope: In scope Project charter Agree why a project exists, what it will deliver, what it will cost and who decides, before work starts. IT and projects](https://nerix.ai/templates/project-charter) - [API integration specification Integration: Integration name Version: Document version Written by: Written by Date: Date 1. Purpose Purpose 2. Systems Sends data: System that sends data Receives data: System that receives data 3. Data flow API integration specification Specify how two systems connect: what data moves, how it is secured, how errors are handled and who owns it. IT and projects](https://nerix.ai/templates/api-integration-specification) - [Record number : Decision title Status: Status Date: Date Decision makers: Decision makers Context Context What matters most What matters most Options considered Options considered Decision Architecture decision record Record a technical decision with its context, options, reasons and consequences, for the team to find later. IT and projects](https://nerix.ai/templates/architecture-decision-record) - [Bring your own device policy Company: Company name Owner: Policy owner Effective from: Effective from Next review: Next review Purpose This policy lets staff use personal devices for work in a way that protects company and custome… Devices allowed Devices allowed Who may use their own device Who may use their own device Bring your own device policy Set the rules for using personal phones and laptops for work: security, privacy, support and leaving. IT and projects](https://nerix.ai/templates/byod-policy) - [Bug report Title: Short title Product and area: Product and area Reported by: Reported by Date: Date Severity: How serious is it? Steps to repeat Steps to repeat it What was expected What you expected What happened Bug report Report a software problem so a developer can repeat it, judge its impact and fix it. IT and projects](https://nerix.ai/templates/bug-report) - [Change management plan Change: Name of the change Organisation: Organisation or team Sponsor: Sponsor Change lead: Change lead Go-live date: Go-live date 1. Why we are changing Why we are changing 2. What will be different What will be different 3. Who is affected Change management plan Plan how people will be told, trained and supported through a big change, and how you will know it worked. IT and projects](https://nerix.ai/templates/change-management-plan) - [Change request Request number Project or system: Project or system Requested by: Requested by Date: Date of request Type of change: Type of change Priority: Priority 1. The change What should change 2. Why it is needed Why it is needed 3. Impact Change request Ask for a change to a project or system, show its impact and record whether it is approved. IT and projects](https://nerix.ai/templates/change-request) - [Cybersecurity awareness training record Company: Company name Training: Training title Date: Date Format: Format Trainer or provider: Trainer or provider Length: Length Topics covered Topics covered Attendance and results Attendees Cybersecurity awareness training record Keep proof that staff were trained on phishing, passwords and safe working: topics, attendance and results. IT and projects](https://nerix.ai/templates/cybersecurity-awareness-training-record) - [Data backup policy Say what is backed up, how often and where, and prove that a restore works. IT and projects Premium, €4.99](https://nerix.ai/templates/data-backup-policy) - [Data migration plan Plan a move of data between systems: scope, mapping, tests, cutover, rollback and checks. IT and projects](https://nerix.ai/templates/data-migration-plan) - [Disaster recovery plan Get your key systems and data back after a fire, outage or attack, with targets, steps and contacts. IT and projects Premium, €4.99](https://nerix.ai/templates/disaster-recovery-plan) - [Go-live checklist Check everything is ready before you launch, and record who decided to go live. IT and projects](https://nerix.ai/templates/go-live-checklist) - [Incident response plan Decide before it happens who does what when a security or system incident strikes. IT and projects Premium, €4.99](https://nerix.ai/templates/incident-response-plan) - [IT security policy Set the rules for protecting company systems and data: access, devices, backups, incidents and suppliers. IT and projects Premium, €4.99](https://nerix.ai/templates/it-security-policy) - [On-call handover Hand the pager over cleanly: open incidents, recent changes, noisy alerts and what to watch. IT and projects](https://nerix.ai/templates/on-call-handover) - [Password policy Set simple, current rules for passwords and sign-in that staff can follow. IT and projects Premium, €4.99](https://nerix.ai/templates/password-policy) - [Post-implementation review Check a finished project a few months on: did it deliver the benefits, at what cost, and what to do next. IT and projects](https://nerix.ai/templates/post-implementation-review) - [Post-incident review Review a serious incident without blame: what happened, why, and what will stop it happening again. IT and projects](https://nerix.ai/templates/post-incident-review) - [Product requirements document Set out what to build and why: the problem, users, goals, requirements, scope, success measures and launch plan. IT and projects](https://nerix.ai/templates/product-requirements-document) - [Project closure report Close a project properly: what was delivered, time and cost, open items, lessons and handover. IT and projects](https://nerix.ai/templates/project-closure-report) - [Project status report Report where a project stands: health, progress, budget, risks and the decisions you need. IT and projects](https://nerix.ai/templates/project-status-report) - [RACI matrix Show who does, owns, advises and is told for every task, with one accountable person each. IT and projects](https://nerix.ai/templates/raci-matrix) - [Release notes Tell users what changed in a release: new things, fixes, known issues and what they must do. IT and projects](https://nerix.ai/templates/release-notes) - [Release plan Plan a software release: scope, dates, testing, rollout, rollback and who tells whom. IT and projects](https://nerix.ai/templates/release-plan) - [Runbook Write down how to run and fix a service: checks, steps, rollback, who to call and how to know it worked. IT and projects](https://nerix.ai/templates/runbook) - [Security incident log Keep a running record of security incidents: what was hit, how it was handled and who was told. IT and projects](https://nerix.ai/templates/security-incident-log) - [Sprint review Record a sprint review: the goal, what was finished, feedback from stakeholders and what changes next. IT and projects](https://nerix.ai/templates/sprint-review) - [Test plan Plan how a release will be tested: scope, kinds of test, environments, schedule and exit rules. IT and projects](https://nerix.ai/templates/test-plan) - [User acceptance test sign-off Record that the users tested the work, what is still open, and who accepts it as ready. IT and projects](https://nerix.ai/templates/user-acceptance-test-sign-off) - [User story and acceptance criteria sheet Write a user story with clear acceptance criteria so the team knows when it is done. IT and projects](https://nerix.ai/templates/user-story-sheet) No template matches Try fewer or other words, or start from one of these. [Ask nerix to draft it](https://nerix.ai/try?write=1) 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. [Draft it with nerix](https://nerix.ai/try?write=1)[All templates](https://nerix.ai/templates)