Project Templates

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Project Templates are useful for expressing information in a systematic manner, streamlining processes and saving time and energy. Templates can provide clearer communication and consistency across project. Included are templates provided by different institutions. Please contribute your project template examples to the DLF Project Managers Toolkit. If you have examples to share, please provide some context, such as the purpose or goal, institution, teams and team size, any issues or solutions relating to the specific project template.

Communication Plan

Communication is critical to the success of any project. Consider the frequency (weekly, monthly, quarterly) and methods (in-person, email, im, blog, etc.) to spell out the who, what, when, where, why and how in a communication plan. It is important to discuss working culture and styles, and consider the resources and skills. When choosing project management tools and communication methods, think about what is already in place and make use of it (e.g. Word, Excel, Outlook, Google Suite, Slack, and other project management software).

The following is an example of a communication plan of a library-wide implementation team used at the UC San Diego Library for a large one year project. This simple table view shows the stakeholder name or group, the method by which a project manager should communicate with them, and the frequency at which the communication should occur.

UC San Diego Library Implementation Team Communication Plan

Progress Chart

Kirk Wang at the UC San Diego Library developed this progress chart for students to use when QCing digitized objects in Google Sheets. There is conditional formatting so that once there are initials for Scanned and QC'd and there are no Issues then it is considered done. The other tab shows the progress by displaying the percentage complete. To use this spreadsheet for your own work, simply go to Progress Chart Example, select File > Make a copy or Download.

UC San Diego Library Progress Chart

Progress Chart

A priority chart is a decision-making tool to compare priority, level of effort, and track the status. Commonly used at UC San Diego Library when doing development on the digital collections website, this priority chart was created in Confluence and it is used to assist with determining the best way to allocate resources when incorporating website features and enhancements.

UC San Diego Library Priority Chart

Gantt Chart

one page project manager template


Project Management Institute. 2018. A guide to the project management body of knowledge: (PMBOK® guide). Newtown Square, Pennsylvania, USA: Project Management Institute. Tate, Karen, and Cynthia Snyder. 2006. The advanced project management memory jogger: a pocket guide for experienced project professionals. Salem, NH: GOAL/QPC.

There are lots of great articles, presentations and grey lit out there on project management and digital libraries. We've created a Zotero Group library at and encourage you to add more when you read something good.