Oct 28, 2020
3 min read
A list of Project Management Templates
Here’s a list of documents with their download links. I will make sure the list is regularly updated.
- Project charter: The Project charter is issued by the sponsor to formally authorize the existence of a project and provides the project manager with authority to apply organizational resources to the project. #Integration Download: CDC.gov (Direct link, Word)
- Project initiation: The Project initiation contains the direction and scope of the project. #Scope Download: powerofproductleadership.com (Direct link, Word)
- Organization breakdown: The Organization breakdown structure outlines each organizational unit’s responsibilities toward completing the project. #HR Download: templatelab.com (Direct link, Word)
- Project governance management plan: This template provides a record of how decisions are made on the project. #HR Download: CA-PMO (Direct link, Word)
- Project plan: The timeline for the project. Defines organizational unit milestones, start and finish dates, interdependencies between organizational units, and which unit is responsible for which work products. Presented in a phased task and activities format. Encompasses entire scope of the project. #Time Download: templatelab.com (Direct link, Excel)
- Work breakdown: Describes work to be completed, by hierarchy, from the level of an individual worker’s daily task to the team level work products to the project level milestones. #Scope Download: templatelab.com (Direct link, Excel)
- Financial plan: Contains tables showing the estimated and budgeted amounts for project expenditures and revenues separated into expenditure type and accounting timeline. #Cost
- Risk management plan: A compilation of the project risk mitigations, contingency and related reserve plans for handling threats identified in the Risk log template. #Risk Download: GTA.Georgia.gov (Direct file, Word)
- Quality management plan: Describes how the project team will ensure that all deliverables or work products will meet the required quality standards. #Quality Download: CA-PMO (Direct link, Excel)
- Communications plan: Describes how communications will occur throughout the project, including who is involved (stakeholders), what content is to be presented, what medium will be used (meeting or e-mail, for example), how often it will be communicated, and when it will be communicated. #Communications Download: Office (Direct link, Word)
- Procurement Management Plan Template: Describes how the procurement processes will be managed, from the development of procurement documents through contract closure. #Procurement Download: CA-PMO (Direct link, Word)
- Team charter: Defines operational guidelines team will follow. Presented to the project team at commencement of project, usually at the “kickoff” meeting. Also presented to new members as they join the team. #Integration No template here, you need to read this.
- Project status: Statuses the project as detailed in the communication plan. #Communications Download: CDC.gov (Direct file, Word)
- Change request: Provides information necessary for the control board to handle unforeseen changes to the projects. It includes a description of the reasons for the change, how it will affect the project, and how it will be implemented and monitored. #Integration Download: CA-PMO (Direct link, Word)
- Process Improvement Plan Template: Collects data used to prepare, perform, and audit a quality review. May also apply to a business or management review, and contains information required to follow-up on results. #Quality Download: CA-PMO (Direct link, Word)
- Meeting agenda & minutes: Collects information to organize a meeting and record the results of a meeting. #Communications Download: CA-PMO (Direct link, Word)
- Conclusions templates: Useful when presenting findings. See this list at Slide Geeks. #Communications
- Project closure: Summarizes project and lessons learned. Identifies materials that may be reused. #Quality Download: umsystem.edu (Direct file, Word)
Many thanks to SoftPMO™, TemplateLab, Vertex42, CA-PMO and every person who has put their effort and knowledge out there. You have my warm appreciation.
