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Terms of Reference Template
Revised 2015
Terms of Reference
Name:
Heritage Victoria
Date Established by Council: January 29, 2008,
Regular Review Timeframe: annually
Date Committee Ends: n/mission:
Heritage
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How to fill out terms of reference template

How to fill out terms of reference template
01
To fill out a terms of reference template, follow these steps:
02
Start by opening the terms of reference template document.
03
Begin with the title section. Fill out the name of the project or task for which you are creating the terms of reference.
04
Move on to the introduction section. Provide a brief overview of the project or task and its goals.
05
Next, list the stakeholders involved in the project or task. Include their roles and responsibilities.
06
Define the objectives of the project or task. Clearly state what needs to be achieved.
07
Specify the scope of work. Outline the boundaries and limitations of the project or task.
08
Describe the deliverables expected from the project or task. This could be in the form of reports, products, or outcomes.
09
Identify the timeline and milestones. Set deadlines for major milestones and highlight key dates.
10
Include any budgetary or resource requirements. Specify the financial resources, equipment, or personnel needed.
11
Outline the risks and assumptions associated with the project or task. Identify potential challenges and dependencies.
12
Add any additional sections or information that are specific to your project or task.
13
Review and revise the terms of reference document to ensure clarity and completeness.
14
Share the terms of reference with relevant stakeholders for their input and approval.
15
Make any necessary updates or revisions based on stakeholder feedback.
16
Consider the terms of reference as a living document that may require periodic updates and adjustments as the project or task progresses.
17
Save and store the completed terms of reference template for future reference.
Who needs terms of reference template?
01
The terms of reference template is useful for various individuals and groups involved in project management or task delegation such as:
02
- Project managers: They can use it to clearly define project objectives, scope, and deliverables for team members.
03
- Team members: It helps them understand their roles and responsibilities within the project and what is expected of them.
04
- Clients or stakeholders: They can refer to the terms of reference to ensure that their requirements are being met and to have a clear understanding of the project's scope.
05
- Consultants: They can utilize the terms of reference to outline their responsibilities and deliverables for the project.
06
- Contractors: It provides them with a clear understanding of the project requirements, timelines, and deliverables.
07
- Any individual or group involved in project management or task delegation can benefit from using a terms of reference template.
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What is terms of reference template?
Terms of reference template is a document that outlines the purpose, scope, and key deliverables of a project or initiative.
Who is required to file terms of reference template?
The project manager or team leader is typically responsible for drafting and filing the terms of reference template.
How to fill out terms of reference template?
To fill out the terms of reference template, you need to provide detailed information about the project objectives, scope, timeline, stakeholders, and resources.
What is the purpose of terms of reference template?
The purpose of terms of reference template is to ensure that all stakeholders are aligned on the project goals, scope, and key deliverables.
What information must be reported on terms of reference template?
The terms of reference template should include project background, objectives, scope, stakeholders, timeline, resources, and key deliverables.
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