Project Management Templates

These templates are arranged by stage of a project. If you cannot find a template in one stage, scan other stages to see if a suitable project management template is available. There are a number that are aimed at software selection and implementation.

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Project Initiation

Phase Zero Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Zero Plan A template to plan out the Phase Zero phase
Short Concept Paper Short document which outlines the idea and details key information.
Long Concept Paper A more comprehensive version of the concept paper
Request For Change Specifically geared to organisations using ITIL
Concept Log Excel spreadsheet to record concepts
Preliminary Stakeholder Mapping A document to identify who are stakeholders, why they are stakeholders, how important they are to the project, and their level of support.
Interview Agenda A template to use for the interview
High Level Scope Documentation of the scope of the project
Phase Zero Report Report on the information gathered to date, and the suggested path forward
Inconsistencies and Conflicts Listing of all problems identified and the status.
Interview Confirmation Letter or email text to confirm the interview.

Project Planning

Project Planning Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Plan – Project Planning Template for the next phase
Resource Requirements Template outlining the skills required and time the person will be involved in the project.
Risk Assessment Worksheet Document to record full details of each risk
Risk Log Summary information of each risk
Resource Management Plan Plan for how resources will be managed in the project
RACI Chart A Word document to create a RACI chart and translate into individual roles and responsibilities
RACI Typical Structure Typical structure for a project in a RACI chart
RACI Converter Enter the RACI details in a worksheet and convert into another worksheet that lists responsibilities by role
Variation Request Template Template to request a variation to the project.
Change Control Log Listing of all the changes requested to date
Risk Assessment Worksheet This is a document to record each risk. Some of the information in the worksheet does not need to be included with every risk. Just add the key information to record risks 2, 3 etc.
Budget Calculation Worksheet Sheet to calculate the budget and produce a project cash flow
Benefit Identification Document to record benefits and the details of how they are calculated
Profitability Analysis Sheet to combine costs and benefits to show figures to be used in the business case
Quality Plan A plan including quality schedule and outline of each quality event
Quality Event Document to record a quality event and any defects identified during the quality event
Quality Schedule Separate Quality Schedule document
Inspection Report Records results of an inspection
Walk thru Form Records results of a walk thru
Facilities Plan Template to list what is required to house the staff and provide the equipment and connectivity they require
Communications Plan Plan for communications.
Communications Schedule Schedule of communications events.
Progress Report A periodic report circulated to show progress over a period
Project Charter Document to assimilate all the information you need to justify the project into one document.
Project Management Plan Document to assimilate all the information you need into one document.
WBS Spreadsheet A spreadsheet with some useful macros to create a work breakdown structure. The macros allow you to number the lines, and add colours for easier understanding.
Risk Log An Excel log to record Risks
Issue Log An Excel log to record Issues
Action Log An Issue log to record Actions
Combined Log A single spreadsheet to allow you to capture risks, issues and actions.

Requirements

Preliminary Requirements Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Plan – Preliminary Requirements Plan for the Preliminary Requirements phase
Data Modeling Worksheet An Excel worksheet to capture information about data
Data Quality Assessment Record any data issues and track progress towards rectification
Data Preparation Plan Plan for the correction of data
Functional Decomposition Worksheet An Excel Worksheet with a number of macros to assist in the capture of functional requirements. Worksheet can be used with a data projector in a workshop situation.
Impact Assessment Document to capture impacts and actions that might arise from those impacts
Preliminary Requirements Report Report for the phase including the path forward

Procurement

Market Review Phase Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Plan – Market Review Plan for the Market Review Phase
RFI Evaluation A template to record the pros and cons of each Vendor’s evaluation.
Vendor Success Letter Draft of the text to use in a letter to successful vendors
Vendor Rejection Letter Draft of the text to use in a letter to unsuccessful vendors
RFP/RFQ/RFT Evaluation A template to record the pros and cons of each Vendor’s evaluation.
Vendor Evaluation Criteria A spreadsheet to rate each vendor against the agreed criteria
Market Review Report A template to record the results of the phase
RFP/RFQ/RFT Template for producing a request document
Vendor Evaluation Criteria A spreadsheet to rate each vendor against the agreed criteria
RFI Template Template for an RFI
Solution Evaluation Phase Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Plan – Solution Evaluation Plan for the Solution Evaluation Phase
Vendor Demonstration Agenda A listing of the topics to cover in a demonstration.
Demonstration Evaluation Form A document to record your evaluation of each demonstration
Solution Evaluation Report A template to record the results of the phase
Solution Evaluation Vendor Summary A working document to summarise all the good and bad points, the decision to proceed or not proceed with each Vendor, and the justification for the decision.
Solution Impact Assessment Identifies the impacts of each solution.
Solution Decision Phase Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Plan – Solution Decision Plan for the Solution Decision Phase
Implementation Activities List List of activities and costings for the implementation
Solution Options Evaluation Evaluation of each solution and a summary. Results in a recommendation of the preferred solution
Infrastructure
Requirements List 		A template to list the infrastructure required. May be multiple copies if a number of packages are being considered. If differences are minor, identify the differences in the single document.
Gap Analysis A document to record the gap analysis
Functional Evaluation Document Document to list all functional requirements and evaluate how well they are met by the solution
Data Evaluation Worksheet A worksheet to record data investigation. Use your existing data modelling worksheet and add columns. This is for information only.
Report Evaluation Document Document for listing all available reports and whether they exist in the program
Technical Evaluation Document A template to use when preparing for a technical evaluation and recording results.
Business Case Template for the business case to seek approval to proceed
with the purchase
Solution Decision Report A template to record the results of the phase

Modification and Testing

Config and Customisation Phase Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed  Timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Plan – Configuration and Customisation Phase Plan for the Configuration and Customisation phase
Defect Logging Form Form to record each defect
Defect Log Log of all defects identified and their status
Test Strategy Template to create a test strategy
Test Plan Plan identifying test scenarios and test scripts
Configuration and Customisation Report A template to record information regarding how the document was set up. It is used to improve maintainability of the product after release.
User Acceptance of the Solution A document used to seek agreement that the application is fit for the Business purpose.
Implementation Activity List List of activities to be undertaken for implementation.
Implementation WBS Spreadsheet with macros to record activities directly into a WBS

Implementation

Business Process Phase Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Business Process Modeling Worksheet A worksheet to identify business processes and their status.  It is an evolution of the Functional Decomposition Worksheet created in Preliminary Requirements.
Phase Plan – Business Process Phase Plan for the Business Processes Phase
Business Process Modeling Worksheet A worksheet to identify business processes and their status. It is an evolution of the Functional Decomposition Worksheet created in Preliminary Requirements.
Gap Analysis Document to record all the gaps identified in Business Processes
Business Process Report A report template for the phase.
Business Process Rollout Plan Plan to implement Business Process changes
Implementation Phase Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Plan – Implementation Phase Plan for the Implementation Phase
Data Conversion Plan Plan for the preparation of data for conversion and mapping to the new system
Environment Plan Plan for setting up the different environments
Resource Career Path Spreadsheet to track the resolution of resource relocation or termination post project.
Roll Back Plan A plan for rolling back the system in the case of a failure during Go Live
Go Live Acceptance Criteria Document to record the acceptance criteria for Go Live
Go Live Readiness Assessment Covers all areas of the Go Live preparation
Implementation Plan Plan to implement the software.
Implementation Report Document to capture details of the implementation
Handover Plan Draft plan for handover
Handover List A document to record what will be handed over to Production Support when the project is successfully implemented.
Training Plan A spreadsheet to manage the TNA and scheduling of courses. Also provides a feedback mechanism for the capability of attendees.
Training Database A simple Access database to allow you to track who has done what training. Useful if everyone has to do the same training.
Handover Phase Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate
and may be significantly shorter or longer.
Phase Plan – Handover High Level Plan for the Handover Phase
Outstanding Work A spreadsheet to record the work outstanding
Handover Phase Report Report for the Handover Phase

Project Review

Project Closure Phase Gantt Chart A draft Microsoft Project plan for the phase. It lists activities and elapsed timeframes. Times are very approximate and may be significantly shorter or longer.
Phase Plan – Project Closure High Level Plan for the Project Closure Phase
PIR Report Template for a PIR Report
Project Team Survey Spreadsheet Template for a spreadsheet that can be used to survey project participants
Business Satisfaction Survey Template that can be used to survey Business Users
PIR Action List Spreadsheet to manage action items