Templates help you kick-start the thinking process and guide you to filling out the proper content for documents and reports. Whenever I'm stuck in a project and not sure how to document issues, deliverables or other concepts, I start hunting for a template. Professional project managers usually accumulate tens or hundreds of templates based on their experience in multiple projects. There are many templates out there which you can use - you should pick few key ones that work for you and stick with them.
If you're in a project with a LOT of meetings or workshops scheduled, it is very difficult to visualize who goes to which meeting and when.
You should use the Project Calendar template whenever there are a lot of meetings with multiple participants. Tip: A nice thing to do is to attach a little "What Is Expected Of You" write-up within the Project Calendar, perhaps in a separate Excel tab. As a project manager, you are saddled with possibly tens or hundreds of issues or action items (in various categories) at any one time. You need to track the issues in a log and mark out who is the owner and what the due date is. I use the Project Status Report for management meetings where I have to give updates on how the project is progressing.
The Project Status Report template is useful whenever you want to give an update on how things are moving in the project. The Scope Change template should be used whenever you detect a change in scope in the project. If, however, you're looking for some industrial strength project management templates, I suggest you don't go for free ones.
Ia€™ve written a practical, easy-to-read guidebook that will help you find your best path to Project Management a€“ one that leverages your unique skills, experiences and career background to your advantage. The idea of planning sample projects allows you to manage typical projects easier because you can create a series of sample documents and organize key project activities in advance before your project gets started. Preparation for the air vacation is actually the beginning of the trip, because when you start planning, it gives you a thrill of anticipation. Friends and readers, my new download, Project & Program Management Templates is now available for your consideration. You get 26 beautifully designed templates (spread in 20 Excel files) to manage all aspects of a single project - right from planning to tracking to reporting. You get 5 professionally designed, very powerful Excel workbooks to keep track a bunch of projects with ease. I have made these templates based on more than 7 years experience of working in various projects and using excel. Have you ever made a chart in excel and wondered how long it takes to make the chart look better in your presentations or reports? GREAT product - am using it for weekly management meetings to present a snapshot of individual projects' progress. I strongly believe that these templates can automate various project management tasks with little or no modification. Each purchase gives you 2 licenses by default - one per office usage and one for personal usage.
A project is comprised of a series of different activities with a starting point, middle point and an ending point. For designing a project management task list, project managers use Microsoft excel however due to the advancement of technology, today project management task list software are also available that made it easy and convenient because such software are particularly designed for the purpose. Following are the key elements that a project manager should consider while creating a project management task list.
The project manager should prepare a list of all the activities and tasks that needs to perform to get the end results. Look at your project team and review their skills, as you have to assign tasks on the basis of the skills of the work team.
Schedule all the tasks and set some measurements in order to check whether you are going on the track or not. Communicate your plans and project management task list with your team and also ask for suggestions that can help you in a positive way. Keep your project management task list a bit flexible for your own and your employee’s comfort.
This Project Acceptance Template is designed to assist project managers in their efforts to make sure that the project’s outcomes meet the acceptance criteria. Project Accounting Template is designed to assist the project managers in establishing accounting process on their projects to track execution of project budgets and cash-flow. In order for you to reach the most effective use of project resources (such time, HR and funds), you’ll need to organize your project into a series of consistent activities that define the content and nature of project work.
Project agreement is a document that specifies basic items for consideration by parties involved in a given project. Project Analysis Template is composed to guide the project managers who want to give a proper analysis to their projects before they are started and while they are in progress. The following Project Appraisal Template is designed to help you assess and evaluate your project by a range of criteria, such as Relevance and importance, Validity of assumptions, Methodology acceptability, Stakeholder competence, and others. This Project Approval Template is designed for assisting project managers on approving different project matters, including customer benefits, return on investments and much more.
This Project Artifacts Template is a list of project matters that a success is normally based upon. Project assessment activity allows you to measure overall efficiency of your project as well as efficiency of individual project stages and processes to ensure that the project is running as desired. The purpose of project assurance is to provide stakeholders with an objective assessment of the way the project is managed, review performance against baseline measures, and respond to risks that may fail delivery of business benefits associated with the project.
This Project Audit template will be useful to everyone who wants to compose his own project audit plan or just learn how the body of this process is organized. Project Balance Sheet Template is composed to assist the project managers and their assistants in collecting and managing information for the balance sheets of their projects (a balance sheet is a document that gives a snapshot of a project’s financial health at a point in time).
Project Billing Template will be useful to any organization that wants to be contracted as a project performer.
Project breakdown structure (PBS) explains what work effort should be made to complete project goals and produce deliverables.
Project Brief is a formal document that provides a full and firm foundation for authorizing startup of a project. Project Budget Template is composed to help the business managers in creating the budgets for their projects. When a project enters the initiation phase the first step the project manager needs to take is to make sure that there’s a well structured business case document that explains the reasons for project start and the problem to be solved. Project Business Plan Template is composed for business owners and project initiators who need to document feasibility and manageability of their future projects.
Project Cancellation Template is composed to support project managers in shutting their projects down (in terminating their projects premature) due to certain reasons.
The term "project capacity" refers to the maximum amount of work that a given project is capable of accomplishing within a given period of time. Project Cash Flow Template is created for project managers and organization which need to retain and operate considerable cash reserves on their projects.
Change management is a section of project management that includes formal processes and procedures for integrating and managing changes in the project throughout its lifecycle. The content of this Project Charter Template is developed in accordance with commonly used methods, techniques, rules and the best practices of project management.
This Project Closure template will be highly helpful for every project manager who wants to learn and accomplish successfully all the project closure activities to go through this process effectively. If you want your project to be successful, you must be sure that there are good communications established between project participants. This Project Completion template will be helpful to project managers who wish to get baseline guidance for getting their projects correctly accomplished, without unfinished tasks and unclosed issues remaining behind. In this Project Contract Template you will read about key steps you can take to develop a contract document for your project. Project Control Template is designed for project managers who essentially need keeping attentive control over their projects. This Project Coordination Template is composed to support companies which drive two or more interrelated projects and need someone who can coordinate efforts at these projects. Project Criteria Template is created for the project managers, who want to examine their projects in terms of reasonability, profitability, feasibility and eligibility.
Setting and managing deadlines are the key topics highlighted in this Project Deadline Template. This Project Debrief Template is created for all project and business managers who need to gather some information on how the employees appraise the project infrastructure and management.
Project Decision Making Template is composed for project stakeholders and participants to help them in decision-making and problem resolution. Defining a proposed project means exploring all aspects of this project to examine relationships between project activities, events, durations, and costs. This interview checklist for interviewers ( interview checklist template for employers ) can be helpful for all managers who are interested in hiring a new employee and want to organize interviewing the candidates. When your project enters the delivery stage there are multiple aspects to be considered to ensure success of the project.
Project design is a general phase in most kinds and types of project to create a framework for further project development and implementation. The process of developing a new project can be divided into a number of key stages, such as Concept Generation and Scoping, Planning and Design, and others. The first section of this Project Documentation template gives you a brief overview over the project documentation samples which are necessary to inspect the documentation portfolio of your project to reach its completeness, and the second section of this Project Documentation template is all-round guidance through the process of organizing a proper project documentation management.


This Project Due Diligence Template is created to help executives who need to establish audit of their projects to make sure everything is in place.
This Project Engagement Template will be helpful to all project managers who need to check how well available project elements and resources are involved into the workflow and processes. Project Escalation Template can be utilized when a project manager faces a problem that needs a higher level of authority for resolution.
This project estimation template will help you identify whether objectives and goals of your project are met. Systematic project evaluation surveys and project monitoring activities are the keys to successful project management. Project execution is the longest phase in project life-cycle and it consumes the majority of financial and human resources allocated to project, so project team should clearly understand this phase and take right actions to execute project tasks considering any project execution risks and problems. Project Executive Summary Template is created to support project initiators in their efforts for composing introductive sections of their project business plans (executive summaries). This Project Finance template is about learning the workflow for planning costs and incomes, creating Project Financial Plan, and supporting your project to enable it surviving financially, and as a result getting your project’s overall goals achieved, and revenues secured. This Project Follow-up Template presents general guidelines and suggestions on project implementation. Through implementing the forecasting process an organization in enabled to predict possible troubles with its projects and reach higher efficiency in project management. Project gating is a process of auditing and controlling every stage of a project to ensure that this project remains effective and beneficial when stepping through next stages. Project governance can be described as a range of certain roles and duties to be assigned to people and organizations having an impact to or interest in your project. During your project, it may become required to replace your project manager with a new person. Lions and tigers and bears, in today’s world of managing projects equates to meetings, and e-mails and no time to work on my stuff – oh my!  The #1 challenge of managing multiple projects is keeping track of all the details.
How do you gain the courage, the intelligence and the heart to decrease the stress and take control?  Better organization, by taking advantage of technology, is the answer.
The product I’m recommending, based on leading marketing, marketing research and new product development projects for 25+ years, is an Excel based tool from W5Templates. With a structured way of managing projects you’ll be able to more confidentially ask, like the Guardian of the Emerald City Gates, “now state your business”. W5Templates Founder and President of Project Marketing Associates, a company in the business of assisting leaders deliver results without increasing overhead. Property Management is chaotic on the best of days.  With the W5 Template I have the luxury of a simple-to-use program that replaces my need to remember every detail for every unit. The template allows me to easily organize and keep track of email communications by inserting conversations I’ve had with clients.  I can see the communication history with a click of the button!
A simple and easy to use tool that has helped me organize and capture company names, contacts, and relevant information for exporting and sharing information with other people at PPG. With 30+ projects in my queue, the customizable fields allow me to see the information I need quickly so I can build my daily task list in under 5 minutes. As publishers of desktop Project KickStart and online Webplanner, we are pleased to provide free, high quality project management templates and tools based on project management best practices. Bring your marketing strategy into the 21st century using social media, blogs, news releases, and viral marketing. Inspired by the cold winter weather at the end of 2010, this template will help plan your next ski trip, so you don't forget anything. It sets out the scope or work, key assumptions and dependencies, stakeholders and their roles and responsbilities. Before your project gets deep into details, you should use the Project Charter as a way to showcase project scope and benefits. This instructs meeting participants on the input they're expected to provide during the meeting and helps them prepare beforehand for a more fruitful session. It contains information like why the change is required, what is the business justification for it and how much it will cost to implement the change. Furnish it to the user and refuse to consider accepting the change request unless all data has been provided in the template. I hope the above has helped you understand what free project management templates are available out there. Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules.
It is a complex of the three processes targeted at forming a team capable to perform project tasks on time and within budget and to deliver the project product as per specification. This sample activity of your project refers to planning working time, creating schedules, designing project timelines, and identifying optimized durations for project tasks through using metrics of time management. This key project activity includes identification, analysis and control of threats and uncertainties that surround your project. During the life-cycle of your project you will need to organize status meetings to discuss issues with your team, get status reports and communicate with stakeholders. This activity involves you in setting requirements for the reporting process and in establishing the format and periodicity of updates that will tell you about the latest changes made to your project. This is the key document that states who will participate in your project and what roles and duties will be assigned to the participants. While Project Charter shows the organizational structure of your project, Project Plan lets review what goals are set and what needs to be done to accomplish your project.
It is a document that depicts names of people involved in your project, their roles, concerns and interests in the project. This document establishes ways for communicating with project stakeholders and exchanging information.
It is a document that lists all the risks that may occur during the course of your project. This document lets you record all the changes occurred in your project and then use change management methods to respond to new conditions of your project environment.
We have designed these templates keeping the needs of project & program managers, project sponsors & senior executives. It took me that long because I wanted to give you the best and most practical set of templates that you can readily use & succeed. In this free bonus e-book, I explain simple techniques to convert a normal excel chart to a professional chart. Such activities are then divided into a number of tasks assigned to single individuals on the basis of their skills. The biggest benefit of making a project management task list is, it saves time and allocate all the required resources in a sequence and organized manner. Once make a detailed list of tasks then divide it into categories on the basis of its importance.
For example, the project is to prepare a lawn; your base tasks will be the removal of debris, installation of fences and preparation of the soil. Also consider the timeline of the project, as you have to complete the project in the given period of time. It is best to divide tasks on a daily basis as this will save your time and will help you in understanding the sequence of the tasks. Assign extra time to the tasks that are of great importance because of the success of a project you can bear any kind of errors in the basic and important tasks.
With a help of this template you can move from one project item to another to check if everything is all right. With a help of this template you can learn what actions you need to continually do when accounting project costs and transactions. In this Project Activities Template you can learn what groups of activities can be included in your project. This document serves as a statement of the project’s legal and operational reasonability. With a help of this template you can approve your project as successful, matching its objectives and requirements. If you, as a project manager, take care of all these artifacts, then they will surely take care of your project’s success. Read the Project Assessment Template to learn which processes within your project should be assessed.
This Project Audit template is a guide through different questions, such as what this process stands for, what tasks it includes and what outcomes it delivers. With a help of this template you can cope with the process of bid documents submission (drafting your project bid letter and receiving bid bond) and participation in project bidding until the bid opening event. Any project should be billed for and paid by the customer, so with a help of this template you can organize proper invoicing for the work you do, along with tracking bills collection. This Project Breakdown Structure Template explains what phases and activities are included in a typical PBS.
With a help of this simple template you can learn an algorithm of steps to prepare, estimate and source a budget for your project. With a help of this template you can qualify your reason, try to avoid cancellation, and finally cancel your project appropriately if nothing else can be done. Managing project capacity means planning and controlling allocation, consumption and performance of project resources, including time, people and funds. All the characteristics are organized into these groups: Requirements, Schedule, Resources, Quality, and Risk.
This Project Closure template comprises a to-do list for closing a project, conducting necessary project closure tasks, finalizing documents, and other essentials. Because communications greatly define success of your project, you need to know what to consider when planning for the project. This all-round Project Completion template explains many aspects to consider for ensuring that the project is fully accomplished, including administration, budgeting, quality, resources, etc.


To determine and manage risks, project managers need to analyze risks before and during their projects, as well as develop effective contingency strategies that help ensure project success and delivery.
Each of the steps of the template is specified with a number of action items so it will be easier for you to understand how to perform the steps. By applying this template you can determine whether your project suits the plans on working progress, deliverables, objectives and quality measures. With a help of this template you can analyze background of future decision, plan decision making process, and after all make the right decision. This Project Definition Template will help you understand how to define your project and what aspects to consider.
This interview template for managers is a full interview guide explaining interview tips, recommendations and samples on the activities, preparations, behaviors etc.
In this Project Delivery Template we describe the key aspects to help you understand what to do within the stage. In this Project Development Template you will read about all the stages and learn what tasks you can do to accomplish each of the stage. In this all-round template you will find a lot of essential items to be monitored on a project, including manpower, customers and technology. With a help of this template you can establish a process for project problems escalation to address them to senior management levels which possess appropriate grade of competence.
You will learn to design project estimation formulas to calculate labor and non-labor costs, as well as define effort and duration of your project . Project evaluation allows accumulating information and building knowledge required for project analysis and reviewing.
The project execution template can be used by project managers as guidelines to carry out the phase.
With a help of this template you can learn how your executive summary should be composed and how it should be formatted for better readability and credibility. If you’re going to run a new project you need to conduct a study to make sure the project is executable and cost-effective. This Project Finance template is not a detailed project finance tutorial, but rather a guide through the project finance basics and process. It explains how to manage changes, scope, costs, risks, time and quality during the course of a project.
This Project Forecast Template explains how companies can use forecasting to make their project performance better. The following Project Gating Template explains what tasks can be done to complete the process and ensure effective project development. If you find yourself juggling different priority lists, sticky notes, reminders on your phone, notes in your bound notebook, and multiple to-do lists – you’re not alone.
While Customer Relationship Management (CRM) is all the rage, this tool is equally powerful for project and portfolio management.
I can change the categories, manipulate its appearance, I can link my client and my client’s projects, and the relationships to my own document database via hot links. These templates can be used with very little editing, or they can be customized for your organization, depending on your project management needs. Then download a project template below, and begin modifying it to suit your project's needs.
Use this template to keep your main characters on task and overcoming obstacles in the nick of time. Typically I carry the document with me and visit all my stakeholders (carrying out very intense conversations, especially during the initial weeks of the project). This way, every participant is absolutely clear on when he or she has to turn up for a meeting. You also have items like what has been achieved, milestones completed and remaining, as well as key issues which need management attention.
For users who are trigger happy and request changes to a system you're delivering, the mere sight of the scope change form and the stuff they have to fill in - might make them think twice.
Requesting changes will result in delays or extra resource cost so they should be avoided where possible. Increase productivity of your small business or office by better organizing your employees' tasks and time. To plan team management activities you can use team selection checklists, questionnaires, personal interviews.
The activity can be best organized by using scheduling tools of project management software, such as VIP Task Manager. Budgeting is the process of defining budget for a project and allocating financial resources to project activities. Risk management activity lets you define project risks and then list all the defined risks in one document called Risk Register. When you are able to manage changes you can mitigate the influence of uncertain events and quickly adapt your project environment to new work conditions. To plan project meetings and communication, you can create meeting agenda at the very beginning of your project. Use project management software to communicate with project stakeholders and present results of the project. Project Plan is a decomposition of tasks and processes to be performed in order to deliver the project.
Stakeholders List is a table in which stakeholders of your project are grouped by roles and each of the roles refers to a rage of interests. Project Schedule lets set time characteristics for project tasks and processes, review durations, create timelines, and design calendars. Communications Plan allows you to identify how flows of information on requirements will be organized, what permissions to project data each participant will have, and how to exchange feedback. Risk Register is the result of several processes of risk management, such as Risk Identification, Risk Analysis and Risk Responding. Change Log is a tool that lets you modify your strategy and amend your structure in order to make the project current. You will generate and share status reports showing current situation with delivering your project. Since then I have learned hundreds of things about using excel, becoming productive and shared them with our little community here. Projects therefore are unable to complete by a single person or a couple of two because a project needs to have lots of activities to be performed by different skill holders.
The following Project Agreement Template explains what tasks to do to develop the document. The template aims to help project managers and analysts to understand and develop their projects in terms of basic parameters and characteristics. The following Project Contingency Plan Template explores several key steps you can take to develop a contingency plan for your project. In other words, this interview checklist template will help you to organize the interview in the best possible manner.
The following Project Design Template explains major steps you can take to perform the design phase. Read this Project Feasibility Template to find out more on how to investigate your and report on its feasibility. It focuses on such getting steps as Idea Screening, Plan Audit, and Implementation Control. Read the next Project Handover Template to learn more about the project handover procedure. So the next time you have a project issue, make it a habit to immediately record it down onto the issue log. Cost Control refers to the process of monitoring how the allocated budget is used and identifying ways for reducing project costs. Project management software will let you use to-do lists and checklists to plan the activity for managing risks.
This document also depicts milestones and allocation of human resources per task and per process.
In your template of Stakeholders List you can add such roles as Team, Owner, Sponsor, Customer, Contributor. To create and follow your sample of Communications Plan you can use project management software. I have received prestigious MVP award from Microsoft for contributions made to Excel community in years 2009, 2010, 2011 & 2012. The process in which a project is organized in terms of time, resources and skills are called project management and the person is known as the project manager. Costs are a vital factor in all phases of the project, and well-grounded project management directly impacts upon cost management success. You can use Reports Builder of VIP Task Manager to create and share reports on your sample project. Through project management, a person classifies all the tasks in different categories, starting and ending time, required skills and qualification, deliverables, measurement plans and resources to be used. The project cost management Template enable s you to estimate potential costs and design balanced project budget.



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