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Toolkit Resources

ULF projects vary tremendously in their complexity and scope. However all projects have some things in common: setting up a team, and setting up a Steering Group and running regular meetings to name but two.

Here are a range of templates and sample documents to help you to set up and manage your project. They are arranged into section headings to help you find what you need.

Budgeting

Need help completing the budget sheet on your application form, or when revising your budget?  These documents should help:

Budget headings

Budget sheet template

Sample budget sheet


Setting up and managing your team

Looking for job descriptions or organisation charts? Do you need ideas as to what to cover in an induction?

Job descriptions
includes job descriptions for a Project Manager, Project Worker and Project Co-ordinator

Organisation charts
covers a lay structure as well as a chart for paid staff

Induction checklist


Steering groups

Setting up your Steering Group and looking for ideas and sample templates/reports?

Steering group guidance

Sample terms of reference

Sample steering group agenda

Sample steering group progress report


Action planning

All ULF projects need an action plan showing how you will deliver the outcomes.  Here are a few samples, plus a project description template to set out what you will, and will not cover:

Action plan

Operational plan

Quarterly task list

Timeline chart

Project description statement


Project management

Looking for templates to help you check that your project is on track? capture issues as they arise and what you’ve learnt during the course of your project.

Sample comms plan

Sample memorandum understanding

Provider checklist

Milestone report

Milestone chart

Issues template

Risk register

Lessons learned

Gantt chart

Critical path diagram


Key Policy Documents

Below are the key policy templates from AHL.

Example Project Risk Register

Example Conflict of Interests Policy

Example Fraud Policy

Example Risk Management Policy

Fraud Response Plan Guidance

Example Whistleblowing Policy 

Model Asset Register


Templates

Employer Details Template

Provider Details Template

Provider Questionnaire Template