PM Template Suite: Complete 63 Template Catalogue

🔍

No templates found matching your search.

ID TEMPLATE DESCRIPTION FORMAT AUTOMATED/
INTERACTIVE
1 Business Case This Business Case template details the justification for undertaking a project, outlining the business needs, problem or opportunity, analysis of viable options, and the recommended solution. It provides essential information for stakeholders and decision-makers to determine if the proposed project is strategically aligned and warrants investment. Microsoft Word
2 Concept Solution Options This Concept Solutions Options document details the systematic exploration and comparative analysis of various high-level solutions or approaches for the initiative. Its purpose is to provide decision-makers with a clear understanding of the viable alternatives, their potential implications, and a recommended path forward, ensuring alignment with organizational objectives and optimal value delivery as per the guidelines in the Project Management Body of Knowledge (PMBOK® Guide) and organizational best practices. Microsoft Word
3 Feasibility Study This Feasibility Study document details the comprehensive evaluation of a proposed project or solution. Its primary purpose is to objectively assess the viability and potential for success across critical dimensions, including technical, economic, legal, operational, and schedule feasibility. It serves as a foundational tool for informed decision-making, ensuring that only viable and strategically aligned initiatives proceed to the next stages of development, thereby optimizing resource allocation and mitigating risks. (Interactive Template) Microsoft Word ✓
4 Project Proposal This Project Proposal outlines the rationale, objectives, and high-level plan for a new project. It is designed to secure approval, funding, and resources from key stakeholders by presenting a compelling case for project initiation. This document details the problem or opportunity, the proposed solution, expected benefits, and the implications of not proceeding, serving as a foundational reference for the project's formal initiation. Microsoft Word
5 Project Hand-Off Checklist This Project Hand-off Checklist details the processes and information required for a formal and successful transition of a project from a Delivery or Engagement Manager to the newly assigned Project Manager. Its purpose is to facilitate comprehensive knowledge transfer, promote discussion to confirm project readiness for formal initiation, and ensure the Project Manager has all necessary information to effectively lead the project. (Interactive Template) Microsoft Word ✓
6 Project Approach Selector This document is designed to assist Project Managers in objectively determining the most suitable project delivery approach (Predictive, Hybrid, or Adaptive) for a given project. By assessing high-level project characteristics, this tool aims to provide a data-driven recommendation, ensuring alignment between project needs and the chosen execution methodology. It serves as a foundational input for subsequent project planning activities, including the Project Initiation Checklist. (Automated Template) Microsoft Excel ✓
7 Project Initiation Checklist This Project Initiation Checklist guides the Project Manager through a comprehensive list of key activities essential for successful project initiation, ensuring all foundational actions are in place for the project's launch. Microsoft Word ✓
8 Project Kick-off Presentation The purpose of this Project Kick-off Presentation is to officially launch the project, align all stakeholders on its objectives, scope, and approach, and foster a shared understanding of roles and responsibilities. Microsoft PowerPoint
9 Project Charter This Project Charter formally authorizes the existence of the project, providing the Project Manager with the authority to apply organizational resources to project activities. It defines the project's purpose, objectives, key stakeholders, scope, high-level drivers, assumptions, constraints, and risks. Essentially, it answers the 'who, what, why, and when' of the project. (Interactive Template) Microsoft Word ✓
10 Program Charter This Program Charter formally authorizes the existence of the program, providing the Program Manager with the authority to apply organizational resources to program activities and its constituent projects. It defines the program's strategic purpose, objectives, aggregated benefits, high-level scope, key stakeholders, and overall approach. This document serves as a critical link between the program and the strategic objectives of the organization, focusing on the collective outcomes and benefits that will be realized through the coordinated management of its related projects and activities. (Interactive Template) Microsoft Word ✓
11 Stakeholder Analysis & Register This Stakeholder Analysis & Register template serves as a comprehensive 2-in-1 tool for both identifying and registering project stakeholders, and for conducting a thorough analysis of their attributes, interests, influence, and engagement levels. Its purpose is to facilitate effective stakeholder planning, management, and communication throughout the project lifecycle, ensuring proactive engagement and alignment. (Automated Template) Microsoft Excel ✓
12 Stakeholder Management Plan This Stakeholder Management Plan details the processes and strategies for identifying, analyzing, planning engagement for, communicating with, and monitoring project stakeholders for the project. It establishes guidelines for consistent stakeholder management practices throughout the project lifecycle to ensure project success by effectively managing stakeholder expectations and involvement. Microsoft Word
13 Project Governance Structure The purpose of Project Governance is to establish a comprehensive framework for guiding, monitoring, and controlling project activities to ensure alignment with organizational objectives and successful delivery of benefits. It aims to provide clear structures and processes that enable effective decision-making throughout the project lifecycle. Microsoft Word Microsoft PowerPoint
14 Project Organization Chart The purpose of the Project Organization Chart is to clearly define the internal structure of the project delivery team, establish key roles within this team, and outline immediate reporting relationships. It aims to provide clarity on who is actively involved in performing project work and how they are organized to achieve project objectives. Microsoft PowerPoint
15 Requirements Management Plan This Requirements Management Plan outlines the processes and standards for defining, documenting, validating, tracing, prioritizing, and controlling project requirements throughout the project lifecycle. It ensures that requirements are consistently managed from inception to delivery, facilitating clear communication and minimizing scope creep. Microsoft Word
16 High Level Requirements (HLR) This High-Level Requirements (HLR) document defines the primary business needs and capabilities that the project/solution aims to address. It serves as a foundational agreement between stakeholders on "what" the solution should achieve, without detailing "how." This document specifically provides the necessary information for the Level 1 Estimating Process and serves as a crucial input for subsequent detailed requirements gathering and project planning. Microsoft Word
17 Requirements Traceability Matrix The Requirements Traceability Matrix (RTM) is a fundamental tool for ensuring that all defined requirements for the project are accounted for and linked throughout the project lifecycle. It provides a visual and systematic way to track requirements from their origin to their implementation and verification, facilitating comprehensive scope management and quality assurance. Microsoft Excel
18 Project Scope Statement This Project Scope Statement serves as the foundational reference for the project. It clearly defines the project's boundaries, objectives, major deliverables, and explicit exclusions. This document ensures a shared understanding among all stakeholders of what is and is not included within the project's scope, guiding execution and providing a baseline for managing changes throughout the project lifecycle. Microsoft Word
19 Scope Management Plan This Scope Management Plan details the processes and strategies for defining, developing, monitoring, controlling, and validating the project scope for the project. It establishes guidelines for consistent scope management practices throughout the project lifecycle to ensure project success by effectively managing project boundaries and deliverables. Microsoft Word
20 Project Statement of Work (SOW) The Statement of Work (SOW) is a formal document that describes the scope of work required to complete a specific project. It must be agreed upon by all parties involved and contain an appropriate level of detail to ensure clear understanding of the work, duration, deliverables, and acceptance criteria. A well-written SOW provides a meaningful measure of performance, enabling both the Client and the Service Provider to know when the work is satisfactorily completed. Microsoft Word
21 Work Breakdown Structure (WBS) Dictionary & Diagram This 2-in-1 Work Breakdown Structure (WBS) and WBS Diagram template serves as a foundational project management artifact, designed for clarity, comprehensive scope definition, and efficient subsequent planning. The WBS is a deliverable-oriented hierarchical decomposition of the total scope of work to be carried out by the project team to accomplish project objectives and create the required deliverables. It systematically breaks down the project scope into smaller, more manageable components. Its primary function is to define and organize what needs to be done within the project. It provides a structured view of the project's scope, ensuring that all work is captured and that no unnecessary work is included. (Automated Template) Microsoft Excel ✓
22 Resource Management Plan This Resource Management Plan outlines how project resources, both human (team members) and physical (equipment, materials), will be identified, acquired, managed, and controlled throughout the project lifecycle. Its purpose is to ensure the right resources are available at the right time, are utilized effectively, and their performance is optimized to achieve project objectives. Microsoft Word
23 Resource Breakdown Structure (RBS) The Resource Breakdown Structure (RBS) is a hierarchical decomposition of all project resources, organized by category and type. It serves as a vital tool for the Plan Resource Management process, providing a structured framework for defining and tracking human resources, equipment, materials, and other assets required to successfully complete the project. The RBS is directly linked to the WBS, detailing the resources needed to execute each work package. This integration ensures that resource planning is comprehensive and that all project work is adequately supported. (Automated Template) Microsoft Excel ✓
24 Activity List This Project Activity List template provides a detailed, comprehensive listing of all activities required to complete the project deliverables, as defined by the Work Breakdown Structure (WBS). Its purpose is to facilitate precise planning, resource allocation, and progress tracking throughout the project lifecycle, adhering to the principles outlined in the Project Management Body of Knowledge (PMBOK® Guide). (Automated Template) Microsoft Excel ✓
25 Activity Attributes This Project Activity Attributes template provides detailed, comprehensive information about the characteristics of all activities required to complete the project deliverables, as defined by the Work Breakdown Structure (WBS) and outlined in the Project Activity List. Its purpose is to facilitate precise planning, resource allocation, risk assessment, and progress tracking throughout the project lifecycle, adhering to the principles outlined in the Project Management Body of Knowledge (PMBOK® Guide). Microsoft Excel
26 Gantt Chart This Project Gantt Chart serves as a vital tool for comprehensive project schedule management. It provides a visual framework for planning, organizing, and tracking all project activities, milestones, and their interdependencies. This chart enables project teams to monitor progress, identify potential schedule variances, and ensure clear communication of the project timeline, serving as the primary record for disciplined schedule execution and control. (Automated Template) Microsoft Excel ✓
27 Milestone Chart - Timeline Effective management and communication of project milestones are fundamental to project success. This 2-in-1 Project Milestone Chart (Timeline) provides a structured framework for defining, tracking, and visualizing key project achievements. It enhances transparency, improves decision-making, and ensures comprehensive understanding of project progress among all stakeholders. (Automated Template) Microsoft Excel ✓
28 Schedule Network Diagram & Critical Path This 2-in-1 template includes Schedule Network Diagram which is a visual representation of project activities and their dependencies, showing the logical sequence of work. It is the foundation for developing a project schedule. The diagram is used to highlight the Project's Critical Path by identifying the longest sequence of dependent activities from start to finish. This is done by analyzing the network to determine the earliest and latest possible start and finish times for each activity. The critical path consists of activities with zero or negative float (slack), meaning any delay to these tasks will extend the project's overall completion date. This analysis helps focus management on the most time-sensitive work. (Automated Template) Microsoft Excel ✓
29 Project Schedule Management Plan This Schedule Management Plan outlines the processes, policies, and procedures for planning, developing, controlling, and managing the project schedule for the [Initiative Name] project. It defines the methodologies and tools that will be used to ensure timely completion of project deliverables and milestones, providing a framework for creating and maintaining a realistic and achievable project timeline. This plan guides how the project team will establish, monitor, and update the project schedule throughout its lifecycle to achieve project objectives. Microsoft Word
30 Cost Management Plan This Cost Management Plan details the processes and strategies for planning, estimating, budgeting, financing, funding, managing, monitoring, and controlling project costs so that the project can be completed within the approved budget for the [Initiative Name] project. It defines how project costs will be managed throughout the project lifecycle, setting the format and standards by which project costs are measured, reported, and controlled. This plan aims to ensure financial viability, transparency, and accountability for all project expenditures. Microsoft Word
31 Cost Management Workbook & CBS This 2-in-1 Cost Management Workbook & CBS template provides a structured approach for project managers to quantitatively assess and control project cost performance. By integrating cost estimating, budgeting, and performance reporting, and including a dynamic Cost Breakdown Structure CBS Diagram, it allows for objective measurement of progress and early identification of cost deviations from the project baseline. (Automated Template). Microsoft Excel ✓
32 Earned Value Analysis (EVA) and Status Report The Earned Value Analysis (EVA) template provides a structured approach for project managers to quantitatively assess project performance. By integrating scope, schedule, and cost data, it allows for objective measurement of progress and early identification of potential deviations from the project baseline. This living document helps in forecasting project completion, managing expectations, and making informed decisions to ensure project success. It is designed to be user-friendly, allowing for adaptable input methods while providing clear, concise performance indicators and a comprehensive report. (Automated Template) Microsoft Excel ✓
33 Quality Management Plan This Quality Management Plan outlines how quality will be planned, managed, controlled, and assured throughout the [Insert Project Name] project lifecycle. Its purpose is to ensure that all project deliverables and processes adhere to the required standards, meet defined acceptance criteria, and satisfy stakeholder expectations, in alignment with the guidelines in the Project Management Body of Knowledge (PMBOK® Guide). Microsoft Word
34 Process Improvement Plan This Process Improvement Plan outlines how the [Applicable Process Name] process will be identified, analyzed, designed for improvement, implemented, and monitored throughout its lifecycle. Its purpose is to ensure all improvement efforts are aligned with organizational objectives and that any changes are managed effectively, as per the guidelines in the Project Management Body of Knowledge (PMBOK® Guide) and organizational best practices. Microsoft Word
35 Roles and Responsibilities This Project Roles and Responsibilities document defines the key roles involved in the project, outlining their primary responsibilities, authority levels, and key competencies. It aims to establish clear expectations for each role, foster effective collaboration, and ensure accountability throughout the project lifecycle. This document provides common project roles, which should be adapted to the specific needs and organizational structure of each project. Microsoft Word
36 Project RACI Matrix This document defines the roles and responsibilities for key project activities and deliverables using a RACI Matrix. Its purpose is to clarify expectations, avoid confusion, improve decision-making efficiency, and ensure accountability within the project team. This matrix will serve as a definitive guide for who is Responsible, Accountable, Consulted, and Informed for each major project component. Microsoft Excel
37 Communications Management Plan This Project Communications Plan details the strategies, methods, and schedules for distributing essential project information to all relevant stakeholders for the project. It aims to facilitate timely and accurate communication, manage stakeholder expectations, and minimize miscommunication by establishing clear guidelines for information flow. Microsoft Word
38 Risk Management Plan This Risk Management Plan details the processes for identifying, analyzing, planning responses to, and monitoring project risks for the project. It establishes guidelines for consistent risk management practices throughout the project lifecycle. Microsoft Word
39 Estimating Risk Assessment Tool This Estimating Risk Assessment Tool details a systematic process for assessing factors impacting the accuracy and confidence of early IT project placeholder estimates. It helps identify underlying assumptions, constraints, and risks to guide more informed discussions around potential estimate variability and contingency needs. (Automated Template) Microsoft Excel ✓
40 Risk Register This Project Risk Register is a critical project management tool designed to provide a centralized, auditable record of key project risks. Its primary purpose is to facilitate proactive identification, assessment, planning, and monitoring of potential risks, ensuring efficient resolution of challenges and comprehensive control over project variables. By maintaining this log, project teams can enhance transparency, improve decision-making, and ensure comprehensive control over project variables. (Automated Template) Microsoft Excel ✓
41 Project Impact Analysis This Project Impact Analysis document provides a systematic process for evaluating the potential consequences, both positive and negative, of a proposed change to a project or business, or an unexpected disruptive event. It identifies and assesses the effects on various aspects such as project objectives, timelines, resources, stakeholders, and overall outcomes, thereby supporting informed decision-making and proactive planning. (Interactive Template) Microsoft Word ✓
42 Risk Assessment & Probability & Impact Matrix This 2-in-1 Project Risk Assessment and Probability & Impact Matrix template details the process and provides the tools for assessing project risks, visually representing their impact and probability, and supporting the prioritization of risk responses throughout the project lifecycle. It aligns with the organization's Risk Management Plan by using consistent probability and impact definitions and scoring. (Automated Template) Microsoft Excel ✓
43 Procurement Management Plan This Procurement Management Plan outlines how external products, services, or results will be acquired for the project. It defines the approach for procuring necessary items, from planning to contract close-out, ensuring efficiency, ethics, and alignment with project and organizational objectives, per PMBOK® Guide guidelines. (Interactive Template) Microsoft Word ✓
44 Project Management Plan This Project Management Plan outlines how the project will be executed, monitored, controlled, and closed. It integrates all subsidiary management plans and baselines, providing a comprehensive roadmap for project success. This document serves as the central source of information for how the project will deliver its objectives and manage all aspects of its lifecycle. Microsoft Word
45 Change Management Plan This Change Management Plan details the strategy and actions required to prepare, equip, and support individuals in adopting the changes resulting from a specific project or initiative. It aims to maximize employee adoption and usage, and minimize resistance, thereby achieving project outcomes and organizational benefits. It also defines the systematic process for managing changes to project baselines (e.g., scope, schedule, budget, quality) to ensure they are formally identified, evaluated, approved, implemented, and controlled. (Interactive Template) Microsoft Word ✓
46 Project Status Report This Project Status Report provides a regular, standardized update on the project's overall health, performance, and progress against the approved baselines (scope, schedule, and cost). Its primary purpose is to inform key stakeholders, communicate achieved milestones and upcoming tasks, track critical risks and issues, and provide an up-to-date forecast of the project's estimated completion date and budget. Microsoft PowerPoint
47 Steering Committee Update This Steering Committee Update provides a concise, executive-level overview designed for formal project governance and decision-making. Its primary purpose is to report on the project's strategic alignment, high-level performance metrics (scope, schedule, and budget health), and major forecasted risks or issues that require executive intervention. The update is used to secure formal approval for proceeding into the next project phase, ratify significant change requests, and seek strategic guidance on issues that impact the project's business objectives or financial viability. Microsoft PowerPoint
48 Project Status Meeting Agenda This Project Status Meeting Agenda template serves a dual purpose: first, as the Agenda, it provides a structured framework for the regular Project Status Meeting, ensuring all critical areas (project health, progress, risks, and issues) are covered efficiently. Second, as the Minutes of Meeting, it formally documents the discussion outcomes, including key decisions made, action items assigned with owners and deadlines, and the final agreed-upon status summary for stakeholder communication. This ensures alignment, transparency, and accountability for forward progress. (Interactive Template) Microsoft Word ✓
49 Change Request This document serves as a formal Project Change Request form (PCR). It is designed to facilitate a structured and auditable process for initiating, detailing, and requesting formal approval for modifications to a project's baselines (scope, schedule, cost, quality). While presented in a comprehensive document format consistent with the project template suite, its primary function is as a fillable form to systematically capture all necessary information for evaluation and decision-making by the Change Control Board (CCB) or designated approvers. This ensures disciplined change control and project integrity throughout the project lifecycle. (Interactive Template) Microsoft Word ✓
50 Change Log The Project Change Log is a critical project management tool designed to provide a centralized, auditable record of all proposed changes, from initial request through to approval/rejection and implementation. Its primary purpose is to facilitate disciplined change control, ensuring that all modifications to the project baselines (scope, schedule, cost, and quality) and other project aspects are formally identified, analyzed for impact, reviewed, approved or rejected, and managed. By maintaining this log, project teams and stakeholders can ensure that changes are systematically addressed, their implications understood, and project integrity is maintained throughout the project lifecycle. This log is the primary artifact used to document, update, and maintain details on identified change requests. (Interactive Template) Microsoft Excel ✓
51 Action Items Log This Project Action Items Log is a critical project management tool designed to provide a centralized, auditable record of all specific tasks and activities that arise during a project that require completion. Its primary purpose is to facilitate clear assignment, tracking, and monitoring of these items, ensuring accountability and timely resolution throughout the project lifecycle. By maintaining this log, project teams can enhance communication, improve task management, and ensure all necessary follow-up activities are systematically addressed. (Interactive Template) Microsoft Excel ✓
52 RAID Log This document serves as a Project RAID (Risks, Assumptions, Issues, Decisions) Log, providing a centralized repository for tracking and managing critical project elements. Its purpose is to facilitate proactive identification, assessment, planning, and monitoring of risks and assumptions, and efficient resolution of issues and decisions, ensuring comprehensive control and transparency throughout the project lifecycle. (Automated Template) Microsoft Excel ✓
53 Deliverable Acceptance Plan This Deliverable Acceptance Plan outlines the structured approach and specific procedures for formally reviewing, testing, and obtaining acceptance for project deliverables. It defines the criteria, roles, responsibilities, and documentation required to ensure that all completed deliverables meet stakeholder requirements and are formally approved, contributing to overall project success. Microsoft Word
54 Deliverable Acceptance Checklist This Deliverable Acceptance Checklist is a tool used to formally assess a completed deliverable against its predefined acceptance criteria. Its purpose is to ensure that all necessary conditions and requirements are met before the deliverable is presented for formal acceptance and sign-off, as outlined in the Deliverable Acceptance Plan. This checklist facilitates a systematic review, identifies any outstanding issues, and provides clear documentation of the deliverable's readiness. (Interactive Template) Microsoft Word ✓
55 Deliverable Acceptance Form This Deliverable Acceptance Form is the official record used to obtain formal sign-off for a project deliverable from authorized stakeholders. It confirms that the deliverable has met the agreed-upon acceptance criteria and is deemed complete and ready for its intended use or transition. (Interactive Template) Microsoft Word ✓
56 Phase or Gate Review Checklist This Phase or Gate Review Checklist provides a structured framework for formally assessing the status, achievements, and readiness of a project at key transition points (phases or gates). It ensures that all necessary objectives, deliverables, and criteria are met before proceeding to the next project phase, making informed go/no-go decisions, and maintaining project alignment with strategic objectives. (Interactive Template) Microsoft Word ✓
57 Implementation Plan This Implementation Plan details the structured approach and specific steps required to deploy project deliverables into a designated environment. It outlines the preparation activities, the execution schedule, validation procedures, back-out contingencies, and communication protocols to ensure a successful and controlled implementation. (Interactive Template) Microsoft Word ✓
58 Project Transition Plan - to Operations This Project Transition Plan outlines the strategy and activities required to successfully transition project deliverables, processes, and knowledge from the project team to the operational support teams or business as usual (BAU) functions. It details the steps necessary to ensure a smooth handover, minimize disruption, and enable the sustained operation and maintenance of the project's outputs. (Interactive Template) Microsoft Word ✓
59 Go No-Go Checklist The Go/No-Go Checklist is a critical tool for project governance and risk management, used as a formal checkpoint before a key milestone like product launch or system deployment. It provides a structured framework for defining and documenting the various criteria that must be met to ensure the project is ready to proceed. By using this checklist, project teams can ensure accountability, confirm stakeholder alignment, and make a data-informed decision that minimizes the risk of a failed launch. (Automated Template) Microsoft Excel ✓
60 Go No-Go Presentation This Go No-Go Presentation template is designed to facilitate a structured and data-driven Go/No-Go (Project, Product, or Release) decision meeting. It consolidates key readiness indicators into a single view for stakeholders to make an informed decision. Microsoft PowerPoint
61 Project PM Transition This Project PM Transition template serves as a comprehensive tool to facilitate a smooth and effective handover of project responsibilities from one Project Manager to another. It provides a consolidated summary of the project's current status, key information, essential resources, and a checklist of critical transition activities, ensuring continuity and minimizing disruption. (Interactive Template) Microsoft Excel ✓
62 Lessons Learned This Lessons Learned template facilitates the structured collection, analysis, and dissemination of knowledge gained from a project or phase. Its purpose is to ensure feedback on project delivery is systematically captured from the project team, business users, and internal stakeholders, enabling it to be stored as an Organizational Process Asset for use by future projects. This document will help identify what went well (to replicate success) and what could have gone better (to avoid or mitigate issues), contributing to continuous improvement of project management practices and organizational processes. Microsoft Word ✓
63 Project Closure Report This Project Closure Report formally documents the completion and official closure of the project. Its primary purpose is to confirm that all scope has been delivered, to conduct a final analysis of project performance against the approved baselines (cost, schedule, and quality), and to capture comprehensive Lessons Learned. This document is essential for securing formal stakeholder acceptance, completing administrative and financial closure, facilitating the operational handover of the final product, and contributing vital historical data to the organizational knowledge base. (Interactive Template) Microsoft Word ✓