PM Lite 2.0

Delivering organizational strategy through the use of standardized project management practices.

PM Lite (Project Management Lite) is a project management process made up of tools, templates, and best practices that empowers its users to be more efficient and effective in project delivery regardless of project size or complexity. 

In PM Lite’s most recent release (PM Lite 2.0) DIR’s PMO simplified Project Management Institutes (PMI) project management processes facilitating a “liter”, and easy to use, toolset that aligns to a global standard.

The Project Management Office (PMO) at DIR has created the PM Lite process to help enable state and local entities to achieve their core missions through successful project delivery. PM Lite is an optional process. Using these tools and templates can help your organization achieve project consistency, standardization, and project success.

IMPORTANT: PM Lite does NOT supersede the Texas Project Delivery Framework.

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Processes and Tools

The below documents help to further explain the PM Lite process, giving an in depth look at each of the project phases and templates.



​Process or Tool

​Process DocumentationThe Process Documentation defines each of the templates and the PM Lite 2.0 project management process.PM Lite 2.0 Process Documentation v2.0 - DOCX (83 KB)
​PM Lite 2.0 Process Training
​The PM Lite 2.0 Process Training gives a more in depth look at each of the templates and where they fit into the PM Lite 2.0 process. ​PM Lite 2.0 Process Training v2.0 - PPT (599 KB)
​Best PracticesThe Best Practices document is a collection of project management best practices.PM Lite 2.0 Best Practices v2.0 - DOCX (110 KB)
​Glossary​Defines the terms and acronyms used throughout the PM Lite 2.0 process, tools, and templates.PM Lite 2.0 Glossary v1.0 - XLSX (44 KB)



Portfolio Review (Pre-Initiation): The Portfolio Review is a DIR internal process for prioritizing, aligning, and evaluating project requests.  When the business idea is submitted by the project sponsor, the Portfolio Review Board reviews and assigns the project idea to a Project Manager based on prioritization and strategic alignment.




​Business Case*​The Business Case defines the business need along with the necessary information, from a business standpoint, to determine whether or not the project is worth the required investment. It demonstrates alignment to business and strategic objectives and is used to prioritize the project among other project demands. PM Lite 2.0 Business Case v2.1 - DOCX (148 KB)

Process Steps:

Step 1: Initiation

The Initiation Phase reviews the business idea and turns it into a formal project.

Templates used in Initiation:




​Project Charter*The Project Charter officially authorizes the project and allocates resources. The chartering process forms the project core team and officially kicks off the project.PM Lite 2.0 Project Charter v2.0 - DOCX (142 KB)

Step 2: Planning

The Planning Phase develops the approach and schedule for delivering the project. The triple constraint (Scope, Schedule, and Costs) is finalized in the Planning Phase. The project team is formalized and the communications plan and project deliverables are identified. 

Templates used in Planning:




Project Schedule*The Project Schedule Template is created to help plan and track important dates within the project.​
Requirements Document
The Requirements document details specific project and product requirements that must be met to satisfy the business objectives.

PM Lite 2.0 Requirements Document v2.0 - XLSX (128 KB)

​Milestone Timeline The Milestone Timeline is used as a “visual” representation of the schedule for key project deliverables and milestones. The Milestone Timeline is beneficial for presenting a visual schedule for the project.PM Lite 2.0 Milestone Timeline v2.0 - VSD (593 KB)
​Project Management PlanThe project management plan defines how the project is executed, monitored and controlled, and closed.​ ​PM Lite 2.0 Project Management Plan v1.0 - DOCX (151 KB)

Step 3: Execution

In the Execution Phase, the project plan is worked, the project deliverables are completed, and the project is implemented or “goes live.” The Execution Phase is where the work defined in the Project Charter is performed to satisfy the project objectives. 

Templates used in the Execution Phase: Templates defined in Step 1, 2 and Step 4 are recommended to be utilized throughout this step.​

Step 4: Monitor & Control

The Monitoring & Controlling Phase of the project is an overarching phase that commences in the Initiation Phase and extends through Project Closure. Templates included in the Monitoring & Controlling phase include reporting, tracking, and communication tools to ensure successful project delivery.

Templates used in Monitor & Control:




​Project Register*​The Project Register is a tool that can be used to capture and track key project information, making it easier to monitor, control, and track project details throughout the life of the project. ​PM Lite 2.0 Project Register v2.0 - XLSX (184 KB)
​Meeting Notes​The Project Meeting Notes Template is used to document and communicate notes for all project meetings.​​PM Lite 2.0 Meeting Notes v2.0 - DOCX (130 KB)
​Status ReportThe Status Report is utilized for communicating the overall health of the project to the project core team and key project stakeholders to keep everyone abreast of project progress.​​PM Lite 2.0 Status Report v2.0 - DOCX (147 KB)
​Project Change RequestThe Project Change Request (PCR) is used by the Project Manager to request a change to the project scope, schedule, costs, project milestones and/or deliverables.​​PM Lite 2.0 Project Change Request v2.0 - DOCX (124 KB)

Step 5: Closing

In the Project Closure Phase, the project artifacts are archived in the project repository, the project activities are completed, and the project transitions to operational status.

Templates used in Closing:




​Lessons Learned*The Lessons Learned document is used to identify and preserve the lessons learned on each project. The purpose of this document is to help the project team share knowledge gained from the experience. A successful Lessons Learned program will help project teams repeat desirable outcomes and avoid undesirable outcomes.PM Lite 2.0 Lessons Learned v2.0 - DOCX (125 KB)
​Project Closure*​The Project Closure document formalizes the completion of the project. ​PM Lite 2.0 Project Closure v2.0 - DOCX (126 KB)


*These templates are highly recommended when using PM Lite.

Have Questions?

If you have any questions about PM Lite, please contact the Project Management Office at Project Management Office.

Why use PM Lite 2.0?  Standard Project Management processes such as PM Lite 2.0 drives up business value by consistently and predictably delivering organizational strategy.

NOTE: PM Lite does not replace the Project Delivery Framework for major projects. To confirm that your project is eligible for PM Lite, consult the Determination Chart​