Project Management Template
Here I’m providing you with a few templates used in project management. You will find them useful in managing your project. These templates were developed by method123, and they claim to have been downloaded more than one million times. You can buy these templates, customize them according to your requirements, and use them in your project.
Template for Initiation Process Group
In this phase, management will perform the feasibility study and the cost benefit analysis. If the project is feasible and profitable, they will select the project, and the project charter is created. Once the project charter is signed, the project manager can start working on his project.
In the initiation phase, you define the project, its objective, high level assumptions, constraints, important stakeholders, etc. Here is where the project is formally started, the project manager is appointed, and he is given authority to run the project.
Below are the seven templates used in the initiation process group.
Project Proposal ($9.95)
With this template, you can create your project proposal. It will walk you through identifying all steps needed to create the project proposal.
Business Case ($9.95)
This template helps you describe your business case, including opportunities and threats. It will also help you in benefit cost analysis and selecting the best solution to be delivered by a project.
Feasibility Study ($9.95)
This template helps you conduct a feasibility study. With this template you can easily determine if the solution identified by you will be able to satisfy the requirements of the customer.
Project Charter ($9.95)
This template helps you develop the project charter. Creating the project charter is the first step in starting a project. It will help you describe the project objective, vision, scope, deliverables, name of important stakeholders, etc.
Job Description ($9.95)
Using this pre-completed template you can create a job description for any role very quickly and efficiently.
Project Office Checklist ($9.95)
This checklist helps you establish and operate the project office. With the help of this template you can make sure that the environment of your project office is supportive to your project.
Initiation Phase Review Form ($7.95)
You can use this template at the end of your initiation phase to review the performance of the project to date.
Templates for Planning Process Group
As the name suggests, in this phase you will develop the project plan. Here you will define the scope of work and how to achieve it. All project plans such as scope management, cost management, quality management plan, and risk management plan are created in this phase.
These below given templates will provide you with all planning related documents that you may need to develop your project plan.
Project Plan ($9.95)
This template helps you create your project plan quickly and efficiently. You can identify the work breakdown structure, resources and effort to complete the project.
Resource Plan ($9.95)
This template will help you identify the resources required by your project. The resource schedule table available in the template will let you know when labor, material or equipment will be needed and the activity to which the resource is assigned.
Financial Plan ($9.95)
With this template you will be able to list planned expenditures including labor, equipment, material, administration, and so on.
Quality Plan ($9.95)
With this template you can set your quality targets, quality standards and criteria. It also helps you develop the quality assurance and quality control plan to elevate the quality level of your project.
Risk Plan ($9.95)
This template will help you develop a risk plan. This template will describe to you in detail how to identify and analyze risks.
Acceptance Plan ($9.95)
To complete the project successfully, you must get your product accepted by the client. This template will help you develop a successful acceptance plan to gain client acceptance for all project deliverables.
Communications Plan ($9.95)
Many projects fail due to improper communication. By using this template you can create a sound communication plan, which will build a solid foundation toward the successful completion of your project.
Procurement Plan ($9.95)
There are many tasks in your project that you cannot do on your own and you have to procure them from external sources. This template will help you develop a procurement management plan for your project.
Tender Management Process ($9.95)
After creating the procurement plan, you need to float the tender to get the contractor. This template will help you in the tender management process. It will describe to you how suppliers are evaluated and selected.
Statement of Work ($9.95)
Creating a statement of work is the first step in the tender process. The statement of work includes the procurement requirements of the project. This template helps you develop an effective statement of work.
Request for Information ($9.95)
This document is issued to a wide group of suppliers to enable them to register an interest in becoming a preferred supplier for the project. To become a preferred supplier, a supplier has to provide a lot of information to the project manager like their objective, strength, capability, etc. This template helps you create a good request for information document.
Request for Proposal ($9.95)
A request for proposal is a document that is sent to a group of suppliers to submit a formal proposal to the company. Creating a request for a proposal is a tedious and complex task. This template will help you create your request for proposal quickly.
Supplier Contract ($9.95)
With the help of this template, you can create a comprehensive supplier contract without needing a lawyer.
Tender Register ($9.95)
This register helps you monitor various tendering processes such as releasing a statement of work, request for information, request for proposal and creating a supplier contract. This template will help you create this register in no time.
Planning Phase Review Form ($7.95)
You must review your performance at the end of the planning phase. This template will help you in evaluating your project performance to date.
Templates for Executing Process Group
In the execution phase, you will do the actual work. This is the main part of the project where actual work is performed, and most of the money and time are spent.
In the monitoring & controlling phase, you track the progress and match it with the planned progress, and if any changes are required you will raise the change request.
The below given templates will provide you with all executing process related documents and activities that you may need during the project execution, and monitoring & controlling phase of your project.
Time Management Process ($9.95)
To complete your project on time, you must monitor and control the time spent by team members and activities. This template will help you keep a record of time taken by each member and activity.
Timesheet Form ($7.95)
This template will help you record your team members’ working hours, activities and tasks undertaken and the percentage of each task completed. It will also help you measure the progress of your project.
Timesheet Register ($4.95)
This template helps you record time spent by all team members on the project, and then you can analyze your project progress against the planned progress.
Cost Management Process ($9.95)
This template will help you monitor and control the expenses with the help of the cost management process. This will help you better manage your expenditures.
Expense Form ($7.95)
This template has a list of all expenses that can be used in project management. You can ask your team members to use this form and present it to you for approval. This template helps you control the cost of a project.
Expense Register ($4.95)
This register records all expenses during the project. With this register you can calculate the total expenditures to date.
Quality Management Process ($9.95)
This template helps you make sure that your deliverables are meeting the customer requirements. This template outlines quality assurance and quality control techniques to achieve the quality objective.
Quality Review Form ($7.95)
With the help of this form you can measure the quality of your project deliverables and match it with your quality target.
Deliverables Register ($4.95)
This register is the main register in which the progress of each deliverable is recorded. This register helps you identify the current status of each deliverable and its quality standard.
Change Management Process ($9.95)
A project has many changes, and it is a very challenging job for a project manager to manage these changes. This template helps smooth the change management process.
Change Request Form ($7.95)
This form helps project managers raise change requests formally. This form includes the nature of the change and its impact on the project objective, etc.
Change Register ($4.95)
This change register records all changes happening to the project and measures the impact of each change on the project objectives.
Risk Management Process ($9.95)
Risk management is a very important part of project management which helps you complete your project with minimal obstruction. With the use of this template you can accomplish risk management very easily. This template helps you identify, analyze and manage risks within your project.
Risk Form ($7.95)
This form allows stakeholders to describe risks in detail, the chances of them occurring, and the possible impact on the project’s objective.
Risk Register ($4.95)
This is the most important document in risk management. This register includes all information about risks including their response plans, assigned owners, etc.
Issue Management Process ($9.95)
This template helps project team members raise an issue to be solved by the project manager. This template helps you raise, monitor and control an issue.
Issue Form ($7.95)
This form helps you raise issues in a formal manner. It includes the issue, its impact on the project objective, and a recommendation for resolving the issue.
Issue Register ($4.95)
This issue register contains all details about the issue, such as the person who raised the issue, its impact on the project, and the status of action taken to resolve it.
Procurement Management Process ($9.95)
The procurement management process defines the steps needed in ordering, delivering, and approving services or goods from suppliers. Moreover, it also helps you measure the performance of the seller. This template assists you in developing your procurement management process efficiently.
Purchase Order Form ($7.95)
Purchase orders are needed to request goods and services from external suppliers. This form will help you build a good purchase order.
Procurement Register ($4.95)
This register helps you keep records of each order, its delivery, and payment status. This register also has full details of the supplier and the product.
Acceptance Management Process ($9.95)
The acceptance management process is a very important process for a project. This process helps you determine whether a deliverable is ready for acceptance or not, and guides you to get it accepted by the client.
Acceptance Form ($7.95)
This form helps you prove that the deliverables meet the acceptance criteria set by the client.
Acceptance Register ($4.95)
You may have many deliverables to be delivered to a customer. This register helps you record the acceptance of each deliverable, as well as its date, time, etc.
Communications Management Process ($9.95)
It is a popular saying that project managers spend 90% of their time in communication. Communication management is a very important process for you if you want to complete your project successfully. This template helps you build a sound communication management plan.
Project Status Report ($7.95)
This is one of the most important communication tools for a project manager. Stakeholders are always asking for status reports, and this template helps you create the project status report.
Communications Register ($4.95)
This register will help you keep a record for each message delivered to stakeholders, and allows you to record feedback from them to improve future communication.
Execution Phase Review Form ($7.95)
This form lets you review the performance of the execution phase of the project to date. With the help of this form you can assess the status of schedule, cost, risks, issues, etc.
Templates for Closing Process Group
In this phase, you will perform activities to formally close the phase or project. This is the end of the project or phase where you hand over the deliverables to the client and get his approval. Once the client approves and accepts the deliverables and the money is released, you will close the project.
The below given templates will provide you with closing process related document that you may need during the project closure.
Project Closure Report ($9.95)
This project closure report will ensure that the project closure criteria have been met, and no outstanding issues are remaining.
Post Implementation Review ($9.95)
After the project closure, this template will help you review the overall success of the project by undertaking the post implementation review.
Project Management Template Kit ($295.00)
This kit includes all templates, forms and registers mentioned above. This kit has more than 50 templates, forms, and registers. This kit saves you $136 USD off the individual prices of each template.
Project Lifecycle Templates
The project life cycle is the sequence of phases through which a project passes from initiation to closure. In any project, you will have these four generic cycles: starting the project, organizing and preparing, carrying out the work, and closing the project.
You can use the following templates throughout your project lifecycle.
Twenty two templates are available to be used in the project life cycle.
(Please note that none of above given courses, forms, or templates are personally reviewed by me. Read the disclaimer.)