Can the selections be signed electronically?

Yes. Electronic signatures are legally valid in interstate commerce under the ESIGN Act (15 U.S.C. §7001) and in most states under UETA. Be sure to follow consumer-disclosure rules where required.

When is notarization required?

Notarization is only required when a state law or the underlying contract specifies it. Real property instruments often require notarization; check state rules for deeds and powers of attorney.

How do I correct an error after signing?

Minor errors often require an amendment signed by the same parties. For material changes, prepare a revision or addendum and route it for signatures to maintain a clear audit trail.

Who must sign the selections?

Authorized signers are those with the legal authority to bind their organization. List signatory names and titles in the document and confirm signing authority before execution.

How long should I retain executed selections?

Retention depends on industry: IRS financial records at least 3 years (IRC §6501(a)), HIPAA-related records 6 years (45 CFR §164.530(j)), and longer retention for real estate or regulated contracts.

Are there common sending issues to watch for?

Yes. Ensure signer emails are accurate, required authentication levels are set, and conditional fields are tested. Missing or incorrect fields are the most frequent cause of failed or delayed signings.

Electronic Signature
Templates
Project Management
Project Management Selections

Project Management Selections

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

PROJECT MANAGEMENT SELECTIONS

Project Identification

Project ID Project Title

Client Name: Service Provider:

Project Manager (Service Provider)

Project Start Date: Project End Date:

Primary Project Location

Scope of Work

Detailed Scope: Complete description of the services, tasks, and responsibilities to be performed by the Service Provider. This scope defines the committed effort and the expected outputs.

Out of Scope Items

Deliverables and Acceptance

Deliverable 1 — Description

Deliverable 1 — Acceptance Criteria

Deliverable 2 — Description

Deliverable 2 — Acceptance Criteria

Acceptance Procedure: The Service Provider shall submit deliverables for formal review. Unless the Client provides a detailed rejection notice citing specific acceptance criteria within calendar days, the deliverable shall be deemed accepted. Rejections must reference the agreed acceptance criteria.

Timeline and Milestones

Milestone 1 Name

Milestone 1 Date

Milestone 1 Description

Milestone 2 Name

Milestone 2 Date

Milestone 2 Description

Budget and Payment

Total Fixed Price or Not-to-Exceed Amount Payment Schedule Late Payment Terms Change Order Process

Project Management Selections

Preferred Delivery Methodology (select all that apply):

Agile (Scrum/Kanban) Waterfall Hybrid

Reporting & Meetings (select one or more):

Weekly status report Bi-weekly status report Monthly steering committee

Primary Communication Channels:

Email Phone Video conferencing Project management tool

Allocated Project Manager Hours Per Week

Acceptance Testing & Quality Assurance

Defect Correction Period (days):

Confidentiality and Intellectual Property

Confidentiality: Each party shall maintain in confidence and not disclose to third parties any Confidential Information disclosed by the other party. Confidential Information does not include information that is publicly known or independently developed without use of the other party’s Confidential Information. The obligations of confidentiality survive termination of this agreement for a period of five years.

Intellectual Property: Unless explicitly agreed in a separate written instrument, ownership of deliverables produced under this selection form shall be assigned as follows: the Client shall receive an assignment of all rights, title, and interest in and to final deliverables upon full payment; Service Provider reserves ownership of pre-existing tools, templates, and methodologies used to create the deliverables, which are licensed to the Client on a non-exclusive, worldwide, royalty-free basis for internal use.

Limitation of Liability: Except for willful misconduct or gross negligence, neither party’s aggregate liability for claims arising out of or relating to this document shall exceed the total fees paid to the Service Provider under the applicable statement of work. In no event shall either party be liable for consequential, incidental, or punitive damages.

Indemnification: Each party shall indemnify and hold harmless the other from third-party claims arising from its breach of material representations, negligence, or willful misconduct in the performance of this agreement.

Termination: Either party may terminate for convenience upon days’ prior written notice. Termination for cause may be immediate where a material breach remains uncured after a reasonable cure period specified in written notice.

Governing Law and Dispute Resolution

This document shall be governed by and construed in accordance with the laws of the state specified below, without regard to conflict-of-law principles. The parties agree to attempt to resolve disputes in good faith through escalation and negotiation prior to initiating litigation.

Governing Law State

Notices and Contacts

Client Contact — Name Service Provider Contact — Name

Acknowledgements

By checking this box, the signing representative certifies that the party has read, understands, and agrees to the Confidentiality and Intellectual Property provisions contained herein.

By checking this box, the signing representative acknowledges the Change Order Process and agrees that any scope or cost changes must follow the documented change order procedure.

Client — Printed Name:

By:

Date:

Service Provider — Printed Name:

By:

Date:

What Project Management Selections Are and when they matter

Project Management Selections is a formal record used to document choices about project governance, vendor assignments, delivery methods, milestones, acceptance criteria, and responsible parties. It consolidates decisions made during procurement or kickoff so all stakeholders have a single authoritative reference for scope, roles, change processes, and sign-off conditions. The document is routinely used in professional services, construction, IT implementations, and procurement to reduce ambiguity, align contracting terms with execution plans, and create a clear routing path for approvals and signatures.

Why a clear Project Management Selections document adds value

A well-prepared selections record reduces scope disputes, clarifies responsibilities, and speeds approvals by centralizing critical project decisions in one document.

Who typically completes and relies on these selections

Project managers, procurement officers, contract administrators, and project sponsors usually prepare the selections and distribute them to approvers.

Project Managers — Drafts the selections, maps tasks to milestones, and tracks acceptance criteria for delivery.
Procurement / Contracts — Confirms vendor assignments, commercial terms, and any required vendor documents.
Legal / Compliance — Reviews governing law, insurance, data protection, and audit trail requirements.

Core components to include in professional selections

A complete Project Management Selections should be concise yet comprehensive so decisions are actionable across teams and auditable for compliance.

Scope Summary

One-paragraph description of included deliverables, exclusions, and measurable acceptance criteria so everyone shares the same baseline.

Milestones

Named milestones with target dates, dependencies, and deliverables tied to each milestone to support scheduling and change control.

Roles & Contacts

Assigned responsible parties with titles, emails, and escalation leads so approvals and queries route correctly.

Vendor Selection

Selected vendor name, contract reference, payment terms, and any vendor-specific conditions or onboarding requirements.

Change Process

A short description of how scope changes are proposed, reviewed, priced, and approved to avoid informal scope creep.

Signatures

Designated signers, signing order, and fields for signatures, initials, and date stamps to create a verifiable execution record.

Step-by-step: completing Project Management Selections

Follow these sequential steps to prepare a clear, enforceable selections record that supports approvals and audit trails.

01

Draft: Compile scope, vendor details, and milestone dates from source documents.
02

Review: Circulate to procurement, PMO, and legal for comment and risk checks.
03

Approve: Route to designated signers in the agreed signing order.
04

Distribute: Send executed copies to stakeholders and archive with contract files.

Configuring an online workflow for selections

Set up routing, authentication, and field rules to match your internal approval process before sending for signatures.

Field	Configuration
Signing Order	Define sequential or parallel signer order per contract requirements
Authentication	Choose email, SMS code, or stronger verification for high-risk approvals
Conditional Fields	Show vendor-specific fields only when that vendor is selected
Audit Trail	Enable comprehensive logging (IP, timestamp) for compliance and dispute resolution

Typical routing and submission flow

A clear path reduces delays. Map each step to a role and expected elapsed time so stakeholders know responsibilities.

Prepare Document: Assemble selections and attach supporting exhibits.
Assign Signers: Add signer emails and set signing order.
Authenticate: Signers verify identity using chosen method.
Complete & Archive: Signed document and audit trail are stored in the contract repository.

Digital signing and platform considerations

Choose platform features that match your authentication, audit, and retention needs before sending documents for signature.

File types: PDF, DOCX, and HTML supported
Integrations: Connectors for CRM, ERP, and cloud storage
Security: TLS 1.2/1.3 and AES-256 encryption

Common timing expectations and processing windows

Set target windows for each submission and decision to prevent schedule slippage and contract penalties.

Draft Completion:

Complete initial selections at least 10 business days before kickoff to allow review.

Internal Review:

Allow 3–7 business days for procurement and legal review depending on complexity.

External Approval:

Vendors typically require 5–10 business days for contract review and signature.

Execution:

Final signed document should be returned within the agreed execution window, often 15–30 days.

Archiving:

Store executed copies in the contract repository within 48 hours of final signature.

Key milestones from selection to execution

Sequence the most time-sensitive stages so teams can coordinate deliverables and approvals on schedule.

01

Selection Approval

Stakeholders confirm vendor and scope before contract signing.

02

Contract Execution

Authorized representatives sign the contract and selections.

03

Kickoff

Project team and vendor begin work per selected milestones.

04

Acceptance

Deliverables are verified against selection acceptance criteria.

Common mistakes to avoid when preparing selections

Incomplete contact details that delay approvals and vendor onboarding.
Vague acceptance criteria that cause disputes over deliverable completion.
Missing signature order leading to failed workflows or unsigned agreements.
Not matching the selections to the underlying contract terms, creating inconsistency.

Risks and potential consequences of errors

Schedule Delay: Missed milestones

Payment Hold: Delayed invoices

Contract Dispute: Scope disagreements

Regulatory Risk: Noncompliance exposure

Legal Costs: Increased litigation risk

Record Rejection: Invalid signature or missing consent

eSignature vendor pricing snapshot (signNow first)

Compare basic pricing and compliance posture for common eSignature vendors; check vendor sites for plan details that match your volume and compliance needs.

	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 trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Real-world examples of selections in practice

These brief examples show how selections simplify execution across different organizations and project types.

Optica Ventures — COO

Optica consolidated vendor onboarding into a single selections form to reduce back-and-forth approvals.

Faster vendor acceptance and fewer missing fields.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.

Martin Properties — Founder

A property developer used selections to align contractors and payment milestones before site mobilization.

Clear milestones prevented mobilization delays.
I can process and execute all of these documents online with 100% compliance and built-in security.

Frequently asked questions about Project Management Selections

Answers to common questions about signing, validity, revisions, and retention when using selections in U.S. projects.

Need help? Contact support

Can the selections be signed electronically?
Yes. Electronic signatures are legally valid in interstate commerce under the ESIGN Act (15 U.S.C. §7001) and in most states under UETA. Be sure to follow consumer-disclosure rules where required.
When is notarization required?
Notarization is only required when a state law or the underlying contract specifies it. Real property instruments often require notarization; check state rules for deeds and powers of attorney.
How do I correct an error after signing?
Minor errors often require an amendment signed by the same parties. For material changes, prepare a revision or addendum and route it for signatures to maintain a clear audit trail.
Who must sign the selections?
Authorized signers are those with the legal authority to bind their organization. List signatory names and titles in the document and confirm signing authority before execution.
How long should I retain executed selections?
Retention depends on industry: IRS financial records at least 3 years (IRC §6501(a)), HIPAA-related records 6 years (45 CFR §164.530(j)), and longer retention for real estate or regulated contracts.
Are there common sending issues to watch for?
Yes. Ensure signer emails are accurate, required authentication levels are set, and conditional fields are tested. Missing or incorrect fields are the most frequent cause of failed or delayed signings.

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