Who should sign the template?

The designated project approver(s) from the customer and the internal delivery owner must sign. Signatures should match the names and roles listed in the template to ensure authority and clear accountability.

Can this template be signed electronically?

Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. ch. 96) and UETA where applicable, provided intent, consent, attribution, and retention requirements are met.

Is notarization required?

Notarization is rarely needed for standard CSM templates. Obtain local counsel if the contract specifically requires notarized signatures or if the document will be used as an evidentiary instrument.

How should versions be managed?

Keep a clear version history with timestamps, a summary of changes, and approvals for each version. Digital platforms typically provide built-in versioning and an immutable audit trail.

What if a signer’s name is entered incorrectly?

Correct the name and have the signer re-sign. Mismatched names can invalidate signatures for legal or billing purposes and may trigger the need for an attestation or re-execution.

How long should completed templates be retained?

Retain completed templates for the active project term plus at least three years; extend retention for tax, regulatory, or HIPAA-related records as required by relevant statutes.

Electronic Signature
Templates
Project Management
Project Management CSM Template

Project Management CSM Template

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Project Management CSM Template

Project Identification

Project Title Project ID

Client Name

Client Organization

Client Contact (Email)

Client Contact (Phone)

Service Provider

Project Manager (Provider)

Scope of Work

The Service Provider shall perform the services described below in accordance with the terms of this agreement. Work performed by the Service Provider shall conform to the requirements and acceptance criteria specified in this document.

Detailed Scope of Work Out of Scope

Deliverables and Acceptance

Each deliverable will include acceptance criteria. The Client shall review each deliverable within the acceptance period specified below and shall either accept the deliverable or provide a written list of deficiencies. Acceptance shall not be unreasonably withheld.

Deliverable 1 — Title Deliverable 1 — Description Deliverable 1 — Acceptance Criteria

Due Date:

Deliverable 2 — Title Deliverable 2 — Description Deliverable 2 — Acceptance Criteria

Due Date:

Deliverable 3 — Title Deliverable 3 — Description Deliverable 3 — Acceptance Criteria

Due Date:

Timeline and Milestones

Planned Start Date:

Planned End Date:

Milestones:

Milestone 1 — Description

Target Date:

Milestone 2 — Description

Target Date:

Milestone 3 — Description

Target Date:

Budget, Fees & Payment

Total Project Cost (USD) Payment Schedule Invoicing and Payment Terms

Change Order Process

All changes to scope, schedule, or price shall be documented via a written change order. No change order shall be effective unless signed by authorized representatives of both parties. The change order shall include a description of the change, impact on schedule, additional compensation (if any), and a mutual acceptance signature block.

Change Order Contact (Client) Change Order Contact (Provider)

Confidentiality

Each party acknowledges that it may receive Confidential Information from the other. Confidential Information shall include non-public business, technical, and financial information. Each party shall: (a) hold Confidential Information in confidence using at least the same degree of care it uses to protect its own confidential information, (b) use Confidential Information only to perform obligations under this agreement, and (c) not disclose Confidential Information except to those employees, contractors, or advisors who need to know and who are bound by confidentiality obligations no less protective than those set forth herein.

Intellectual Property

Unless otherwise agreed in writing, the Service Provider grants the Client a non-exclusive, perpetual, worldwide license to use deliverables solely for the Client's internal business purposes upon full payment. The Service Provider retains ownership of any pre-existing materials and methodologies, and retains the right to use general knowledge, skills, and experience gained in the performance of the services, provided that no Confidential Information of the Client is disclosed.

Termination; Limitation of Liability

Either party may terminate for material breach if the breach remains uncured 30 days after written notice. On termination, the Client will pay for all work performed to the termination date. EXCEPT FOR LIABILITY ARISING FROM GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, NEITHER PARTY SHALL BE LIABLE FOR INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF EACH PARTY FOR ANY CLAIM ARISING OUT OF THIS AGREEMENT SHALL BE LIMITED TO THE FEES PAID TO THE SERVICE PROVIDER FOR THE APPLICABLE SERVICES.

Force Majeure

Neither party shall be liable for delays or failures in performance resulting from causes beyond its reasonable control, including acts of God, governmental actions, natural disasters, epidemics, labor disputes, or failures of suppliers or carriers. The affected party shall give prompt notice and use commercially reasonable efforts to resume performance.

Governing Law

This agreement shall be governed by and construed in accordance with the laws of the state specified below without regard to choice of law rules. The parties agree that disputes shall be resolved in courts located in that state unless otherwise mutually agreed in writing.

Governing State

Acknowledgment and Acceptance

By signing below, the undersigned representatives certify that they are authorized to bind their respective parties, accept the scope, deliverables, schedule, and fees set forth in this document, and agree to the terms and conditions herein.

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management CSM Template Is and When to Use It

The Project Management CSM Template is a standardized project-setup and tracking document used by customer success managers and project leads to capture scope, milestones, responsibilities, risks, and acceptance criteria. It combines project metadata, stakeholder contacts, communication plans, delivery milestones, and success metrics into a single reusable form so teams can onboard projects consistently, measure progress, and provide a documented handoff between sales, delivery, and support. The template supports versioning and digital signatures to confirm approvals and to create an audit trail for project governance and post-mortem reviews.

Why a Structured Template Improves Project Outcomes

A consistent Project Management CSM Template reduces ambiguity, accelerates onboarding, and preserves institutional knowledge across customer engagements.

Who Typically Completes This Template

Smaller teams may combine roles; larger organizations assign one owner to ensure timely updates and approvals.

Customer Success Managers coordinating cross-functional delivery and client communication.
Project Managers responsible for schedule, resources, and milestone tracking.
Implementation Engineers or Professional Services leads who define technical tasks and acceptance criteria.

Core Sections to Include in a Professional CSM Project Template

A complete template groups project details into consistent sections so reviewers can find scope, timeline, risks, and approvals quickly.

Project Summary

One-paragraph objective and high-level deliverables that define the customer outcome, success metrics, and any non-standard assumptions or constraints.

Scope of Work

Detailed tasks, in-scope and out-of-scope items, and acceptance criteria that clarify responsibilities and prevent scope creep during delivery.

Timeline & Milestones

Key dates, milestone owners, dependencies, and delivery windows presented as a simple schedule to track progress and trigger approvals.

Stakeholders

Named contacts, roles, escalation points, and preferred communication channels for both the customer and internal delivery team.

Risks & Mitigations

Documented risks with likelihood, impact, assigned owner, and planned mitigation steps to reduce surprises during execution.

Approvals

Signature blocks, approval order, and version history that confirm acceptance of scope and record authorized changes to the plan.

Step-by-Step: Complete and Approve the Template

Follow these steps in sequence to populate, review, and finalize the Project Management CSM Template.

01

Populate Basic Info: Enter project name, customer entity, and effective date.
02

Define Scope: List deliverables, exclusions, and acceptance criteria.
03

Assign Milestones: Add dates and owners for each milestone.
04

Obtain Approvals: Route for signatures and record the audit trail.

Typical Digital Workflow Settings for Online Completion

Configure a digital workflow to automate routing, reminders, and signature capture for the CSM template.

Field	Configuration
Signing Order	Sequential or parallel routing as required
Authentication	Email link or SMS code; use stronger methods for high-risk approvals
Reminders	Auto-remind at configurable intervals until signed
Version Control	Enable versioning to preserve prior approvals

How Online Approval and Signing Typically Works

Digital workflows follow predictable stages from upload to final audit log capture.

Upload Document: Sender uploads the template and places fields.
Add Signers: Enter signer emails and set order.
Signer Authentication: Signer authenticates with email or SMS code.
Completion: Signed copy and audit trail are generated.

Technical Requirements for Secure eSubmission

Confirm the platform supports required compliance standards and integrates with your CRM or project tools to automate record keeping.

File Formats: PDF, DOCX, or HTML accepted
Integrations: Salesforce, NetSuite, Microsoft 365
Security: TLS in transit and AES-256 at rest

Practical Tips for Accurate and Efficient Completion

Adopt these practices to minimize rework and reduce approval latency when using the template.

Standardize Naming Conventions

Use consistent project names and codes across CRM, contracts, and this template to avoid reconciliation errors and to simplify reporting.

Pre-fill Reusable Data

Populate recurring fields (customer legal name, billing contact, standard SLA text) with templates or CRM merges to reduce manual entry mistakes.

Validate Dates and Owners

Verify milestone dates against resource availability and confirm owners have accepted responsibility before routing for signature to prevent missed deadlines.

Record Version History

Keep a visible version log for changes and approvals so reviewers can quickly confirm which version governs work and invoicing.

Common Mistakes to Avoid When Preparing the Template

Using informal or abbreviated legal names that differ from the contract can delay billing and cause legal ambiguity.
Failing to include acceptance criteria or objective success metrics leads to disputes over deliverable completion.
Assigning milestones without confirming resource availability creates missed deadlines and erodes customer trust.
Omitting approval order or not recording signatures invalidates the approval workflow and complicates audits.

eSignature Pricing Comparison for Executing the CSM Template

Compare common vendor pricing and core features when selecting an eSignature provider to collect approvals for the Project Management CSM Template.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions and Troubleshooting

Answers to common questions about completing, signing, and storing the Project Management CSM Template.

Need help? Contact support

Who should sign the template?
The designated project approver(s) from the customer and the internal delivery owner must sign. Signatures should match the names and roles listed in the template to ensure authority and clear accountability.
Can this template be signed electronically?
Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. ch. 96) and UETA where applicable, provided intent, consent, attribution, and retention requirements are met.
Is notarization required?
Notarization is rarely needed for standard CSM templates. Obtain local counsel if the contract specifically requires notarized signatures or if the document will be used as an evidentiary instrument.
How should versions be managed?
Keep a clear version history with timestamps, a summary of changes, and approvals for each version. Digital platforms typically provide built-in versioning and an immutable audit trail.
What if a signer’s name is entered incorrectly?
Correct the name and have the signer re-sign. Mismatched names can invalidate signatures for legal or billing purposes and may trigger the need for an attestation or re-execution.
How long should completed templates be retained?
Retain completed templates for the active project term plus at least three years; extend retention for tax, regulatory, or HIPAA-related records as required by relevant statutes.

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