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Tools, templates and training

The Transformation and Innovation Collaborative has developed a helpful package of tools and templates that will assist with the planning, delivering and reporting of your project.

Delivering a project generally proceeds through five phases:

  1. Concept
  2. Planning
  3. Implementation
  4. Monitoring
  5. Close

The following table provides a description of each phase as well as links to useful templates. These templates are full of information to assist first time users and can be adapted to meet your specific project needs.

1 - Concept

What you need to doTemplates

Briefly describe your innovative idea including:

  • the problem you want to fix
  • why your idea is an effective solution
  • the history leading to this point
  • how your idea fits with the big picture
  • evidence to support your idea.

Seek approval to submit from your line manager and/or sponsor.

2 - Planning

What you need to doTemplates

Detail how you will carry out the project including:

  • Aim and strategies
  • Resources required
  • Engagement with stakeholders
  • Communication plan
  • Risk assessment
  • Schedule of activities

This document will be your indispensable guide throughout the project. Time spent in planning is a key to successful projects.

3 - Implementation

What you need to doTemplates

Develop a detailed plan of how the solutions will be implemented.

Carry out all the activities as detailed in your project plan and according to the schedule of activities.

Some projects are complex and will require more detailed scheduling of activities using a separate Project Action Plan.

4 - Monitoring

What you need to doTemplates

Measure progress against the key milestones and target outcomes.

Ensure your sponsor and other key stakeholders are kept updated about the progress of your project.

Implement corrective responses.

Regularly report achievements, risks, issues and any changes.

5 - Close

What you need to doTemplates

Finish your project in style by:

  • Writing a project close report
  • Capturing lessons and providing recommendations for future projects
  • Acknowledging stakeholders
  • Sharing your achievements through publication and/or promotion
  • Disposing of remaining funds/assets.

Can’t find the template you need?

The Transformation and Innovation Collaborative has an extensive suite of templates. Please email

Last updated 9 June 2017
Last reviewed 6 July 2015

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