Project Management Templates » Project Management Templates

Issue Form

The PM Team — Fri, 29 Jan 2010 18:06:10 +0000

A quick and easy form for your team to use when recording and submitting project issues. Simple, but critical to the over-all success of a project.

Using this Issue Form, your team will:

Formally submit a project issue
Record a description of the issue
Analysis the issue and its impact
Provide a recommendation
Track actions taken to-date

Some features of our Project Issue Form Template:

Well laid-out form for printing and presentation
Auto complete some fields, like author
Built in fields for e-mail, phone, date, issue id, etc.
Sections for detailed issue analysis and recommendation
Compatible with Microsoft Office 2007, 2007, and 2000

Download our PM Toolkit to receive the Project Issue Form template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

RACI Chart

The PM Team — Fri, 29 Jan 2010 18:03:16 +0000

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Another valuable document that you won’t typically find in other Project Management document sets. We often create one or more RACI Chart during a project to clearly define roles and responsibilities. For example, we have a RACI for our PMO which defines the various players and their roles during a typical project. We may also create one specifically for a project team, and then a third for managing the final solution.

If you are unfamiliar with a RACI Chart, it is a simple tool for quickly listing individuals associated with a project and their responsibilities. You’ll use this template to list stakeholders, tasks, and responsibilities using the following descriptors.

Responsible: Those who do the work to achieve the task
Accountable: Those who are accountable for the completion of the deliverable
Consulted: Those whose opinions are sought
Informed: Those who are kept up-to-date on progress

All-in-all, this template has proven a terrific planning and communication resource for our Project Managers.

Some features of our RACI Chart Template:

In-line definitions to assist the reader
Easy to complete Excel template
Drop-down fields to select responsibility
Attractive layout, suitable for sponsor presentations
Compatible with Microsoft Office 2007, 2007, and 2000

Download the PM Toolkit to receive the RACI Chart Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Project Contact List

The PM Team — Fri, 29 Jan 2010 17:59:49 +0000

One of our simpler templates, but important to your project. With this Project Contacts Template you will track all of the individuals who will impact the outcome of your project. Maintaining a single, central listing of all team members, sponsors, stakeholders, and other individuals associated with a project can really save time and improve communications.

Some features of our Project Contact Template:

Simple Excel spreadsheet
Formatted for easy maintenance
Sortable columns to quickly locate individuals
Compatible with Microsoft Office 2007, 2007, and 2000

Download the PM Toolkit to receive the Project Contact Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

SWOT Analysis

The PM Team — Fri, 29 Jan 2010 17:57:59 +0000

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How do you weigh the prospects of a new idea or project? We use a SWOT Analysis document to evaluate potential initiatives. Although not usually considered a Project Management tool, we believe you too will benefit from a quick SWOT analysis before taking on your next big idea.

SWOT Analysis is a strategic planning tool used to evaluate the Strengths, Weaknesses, Opportunities, and Threats involved in a new project or initiative. The first step, which this template will help you with, is to describe your idea or objective. You then analyze the idea within the following areas.

Strengths: attributes of you, your team, or your company that are helpful
Weaknesses: attributes that are harmful to achieving the objective
Opportunities: external conditions that are helpful to achieving the objective
Threats: external conditions which could do damage to the objective

When complete, you will have a clear picture of the benefits, reward, and risks involved with your new project.

Some features of our SWOT Analysis Template:

Instructional text to get you started
Easy to complete, field-based form
Design and layout ideal for executive presentation
Two layouts – one large, and one small
Compatible with Microsoft Office 2007, 2007, and 2000

Download our PM Toolkit to receive the SWOT Analysis Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Risk Form

The PM Team — Fri, 29 Jan 2010 17:54:00 +0000

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The first step to tracking a threat to your project is identifying the risk. We provide an easy form for documenting a project risk and formally submitting the risk to a Project Manager or stakeholder. The risk assessment form should be completed by the risk identifier and formally distributed to the PM for review.

Using this Risk Form template you will:

Document and describe a new project risk
Assign a probability and impact
Create a risk mitigation plan
Track the risk

Some features of our Project Risk Form Template:

Easy to complete, field-based form
Well formatted with clearly defined sections
Signature section for approval
Compatible with Microsoft Office 2007, 2007, and 2000

Download the PM Toolkit to receive the Project Risk Form, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Project Schedule

The PM Team — Fri, 29 Jan 2010 17:48:55 +0000

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Easier than MS Project! Create a quick Project Schedule using this Excel template.

For small and medium projects, it might be easier and more effective to create your project schedule using Excel. If you’re managing a project with less than 100 tasks and don’t want the overhead of using MS Project, take a good look at this template.

This Excel project schedule workbook looks and works a lot like Project. You can quickly create a WBS, schedule, assignments, and track status. The spreadsheet uses sophisticated conditional formatting to display a gantt chart using your tasks and dates.

Using this Project Schedule you will:

Create a WBS for your project
Assign tasks to team members
Track status and % complete of each task
Build a project schedule

Some features of our Project Schedule Template:

Instructions to help you complete the schedule
Formulas to calculate working days based on dates
Columns for tracking task assignments
Formatted to create a project WBS
Automatically creates a gantt chart
Compatible with Microsoft Office 2007, 2007, and 2000

Purchase the PM Toolkit to receive the Project Schedule Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Still not sure? Download the free PM Toolkit Trial Edition which includes the Excel Project Schedule Teamplate.

Risk Plan

The PM Team — Fri, 29 Jan 2010 17:46:18 +0000

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Need to write a Project Risk Plan?

Good Project Managers deal with project risks as they arise; great Project Managers plan for risk in advance. This Risk Plan template will help you quickly document how your team will identify, track, and manage project risks. By actively managing risks, you’ll significantly increase the odds of your project being successful.

Using this Risk Plan template you will:

Communicate to the team how risks will be identified
Define categories for project risks
Provide measures for risk impact and priority
Create a response strategy
Set tracking and monitoring expectations
Define risk procedure, tools, and responsibilities

Some features of our Risk Plan Template:

Easy to use, with sample content and instructions
Preformatted tables to track milestones and activities
Embedded Visio diagram for team org. chart
Professional cover page and document layout
Compatible with Microsoft Office 2007, 2007, and 2000
Download the PM Toolkit to receive the Risk Plan Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Quality Plan

The PM Team — Fri, 29 Jan 2010 17:39:41 +0000

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Need to write a project Quality Plan?

How do you ensure your team meets customer expectations? Do you have a plan? Is it documented?

This Quality Plan document template can help you develop a solid plan for ensuring your project reaches its goals and meets expectations. Using this plan, you will focus on three key areas: Quality Assurance, Quality Control, and Acceptance Criteria.

Using this Quality Plan you will:

Summarize the overall objectives of the project
Document quality standards and tools
Identify quality assurance procedures and monitoring
List project deliverables and acceptance criteria
Create a escalation plan
Build the quality team, roles, and responsibilities
Track project audits and quality reviews

Some features of our Quality Plan Template:

Easy to use, with sample content and instructions
Preformatted tables to track milestones and activities
Embedded Visio diagram for team org. chart
Professional cover page and document layout
Compatible with Microsoft Office 2007, 2007, and 2000

Download the PM Toolkit to receive the Quality Plan Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Work Breakdown Structure

The PM Team — Fri, 29 Jan 2010 17:34:18 +0000

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Start planning your next project with a Work Breakdown Structure.

Get better control of your project scope, costs, and deadlines by starting with a work breakdown structure (WBS). A WBS is a project management tool designed to capture and breakdown the scope of a project. It takes a little time to create, but ultimately it provides you better control over project scope, cost, and schedule, thus saving you time.

This WBS document template is a MS Word document formatted specially to record the WBS of your project. You’ll be able to spend more time focusing on the project scope, and less time formatting documentation. The template is well formatted such that your project stakeholders and sponsors will ‘get it’.

Some features of our Work Breakdown Template:

Professional cover page and document layout
Easy to use, with instructions
Embedded Visio diagram for visual WBS representation
Sectioned table for describing each unit of work
Compatible with Microsoft Office 2007, 2007, and 2000

Download the PM Toolkit to receive the Work Breakdown Structure Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Request for Proposal

The PM Team — Fri, 29 Jan 2010 17:31:47 +0000

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Save time and deliver better results with our Request for Proposal document template.

Need to write an RFP? Starting a new Request for Proposal (RFP) from scratch can be difficult and time consuming, especially if you don’t do it every day. To help you get more done in less time, we’ve created this RFP document template.

Using our RFP Template, you will:

Describe the RFP purpose, background, and scope
List minimum vendor qualifications
Cover request details like scope, contacts, schedule, and cost
Present your requirements for submission
Specify vendor evaluation criteria

With our RFP Template, we’ve taken the complexity and guesswork out of creating a detailed, vendor-ready RFP. Instead of spending hours creating a new RFP from scratch, you’ll simply plug your information into our fully formatted, functional document. We’ll step you through every aspect of a typical RFP, from describing the background and objectives, to detailed submission requirements.

Features of our RFP Template:

Professional, ready for print layout
Suitable for submission to multiple vendors
Instructions and sample text to help you complete each section
Microsoft Office 2007, 2007, and 2000 compatible

Download the PM Toolkit to receive the RFP Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Case Study

The PM Team — Fri, 29 Jan 2010 17:14:38 +0000

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Save time and deliver better results with our Case Study document template.

Use your past success to sell future projects. Publish a case study and you’ll have the attention of most readers. Saying “we’ve done it before, and here’s how we did it” is more compelling than “we could do it”.

If you’re a consultant needing to generate leads or a business manager promoting your team, brag a little – tell customers about your terrific accomplishments and success. With this short form you can quickly and easily create a great looking case study.

Features of our Case Study Template:

Professional, ready for print layout
Easy to use, with instructional prompts to help you complete each section
Brief, logical flow to the document; keeping your audience’s attention
Cover the need, solution, and benffits
Microsoft Office 2007, 2007, and 2000 compatible

Download our PM Toolkit to receive the Case Study Template, along with 40+ other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Project Worksheet

The PM Team — Sat, 17 Oct 2009 17:30:11 +0000

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Why use our Project Worksheet template?

The Project Worksheet template is one of our most used and valuable project templates. This Excel workbook provides a single place to track most aspects of a project. For small and medium projects, you can use this spreadsheet to record budget, changes, requirements, communications, tasks, risks, and more. This single spreadsheet can be used to manage an entire project.

Features of our Project Worksheet template:

Microsoft Excel workbook, with tabs for project components
Track budget, change, requirements, deliverables
Communication plan, decision log, risk & issue management
Summary of project displayed using graphs and charts
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Project Worksheet template and over 40 other Project Management Templates.

Project Acceptance Form

The PM Team — Sat, 17 Oct 2009 17:25:51 +0000

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Why use our Acceptance Form template?

When youre project is complete, get sign-off from your project sponsor. Confirm you have met his or her expectations and that there are no outstanding issues. By asking for acceptance and closure, you are ensuring your team has met the project goals and objectives.

Our Acceptance Form is a easy to complete Word template with which you can record the project goals, results, and feedback from the project manager and sponsor.

Features of our Requirement Spreadsheet template:

Well formatted Microsoft Word form
Use of embedded fields for easy completion
Sections to recap the project description and results
Area for the project manager to provide comments and approval
Approval section for the project sponsor, with signature
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Project Acceptance Form template and over 40 other Project Management Templates.

Requirement Spreadsheet

The PM Team — Sat, 17 Oct 2009 17:21:08 +0000

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Why use our Requirement Spreadsheet template?

For small and medium projects, it may be easier to track project requirements using Microsoft Excel. For these projects, weve created a requirement tracking spreadsheet. Our spreadsheet tracks solution features, descriptions, and work effort. For each requirement you will record the requirements difficulty and priority. The spreads will weigh each based on difficulty and priority in an effort to identify which requirements are more important.

Features of our Requirement Spreadsheet template:

Well formatted Excel spreadsheet
Maintain a listing of project requirements
Record the work effort, difficulty, and priority of each
Formula which provides a weight based on difficulty and priority
Identify phases for each requirement
Color coded to identify more critical requirements
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Requirement Spreadsheet template and over 40 other Project Management Templates.

Decision Log

The PM Team — Sat, 17 Oct 2009 17:15:51 +0000

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Why use our Decision Log template?

Throughout your project, stakeholders, sponsors, and team members will make decisions which will impact your project. It is easy to lose track of these, often resulting in confusion and conflicting stories. Use our Decision Log template to track decisions throughout your project.

Features of our Decision Log template:

Well formatted Excel spreadsheet
Track both the issue/question and the response/decision
Color coded to track open and closed questions
Record who made each decision and when
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Decision Log template and over 40 other Project Management Templates.

Project Timesheet

The PM Team — Sat, 17 Oct 2009 17:11:10 +0000

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Why use our Project Timesheet template?

Often as a Project Manager you are responsible for tracking the hours worked and activities of your team members – especially when your team includes outside vendors, consultants, and contractors. Weve added to our bundle of templates a Excel spreadsheet for submitting weekly timesheets. Out timesheet Excel worksheet will track hours worked against a project by task, providing task level and summary hour totals. The spreadsheet prints nicely with notes and signature sections.

Features of our Project Timesheet template:

Excel spreadsheet for submitting weekly time reports
Track and total time by task and/or category
Printable with section for notes and signatures
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Project Timesheet template and over 40 other Project Management Templates.

Project Closure Report

The PM Team — Sat, 17 Oct 2009 17:06:58 +0000

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Why use our Project Closure Report template?

Dont forget to tell everyone youre done. Too many projects simply fade into the sunset, without properly communicating to all those impacted the final outcome. Our Project Closure Report will help you to document the final results of your project and bring closure to the initiative. The template will walk you through summarizing the initial goals and objectives, any changes along the way, and the final project results.

Features of our Project Closure Report template:

Attractive, formal, multi-page Word document
Recap of initial project goals and objectives
Sections for tracking changes to the original project scope
Evaluation of the project results and lessons learned
Listing of any known remaining issues
Use of embedded Office fields for easy completion
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Project Closure Report template and over 40 other Project Management Templates.

Project Task Log

The PM Team — Sat, 17 Oct 2009 17:01:10 +0000

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Why use our Task Log template?

Sometimes its just easier to track project assignments and tasks using an Excel spreadsheet. For smaller projects and teams, weve created a simple Excel workbook for tracking project tasks. Using our task log template you can quickly create a list of tasks, assign tasks to individuals, and track completion dates. Weve even added a quick chart to show you how many tasks remain open vs. closed.

Features of our Task Log template:

Easy to use Excel spreadsheet
Color coded to indicate open and closed tasks
Track the assignment of tasks, along with completion dates
Bar graph showing open vs. closed tasks
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Task Log template and over 40 other Project Management Templates.

Project Team Evaluation

The PM Team — Sat, 17 Oct 2009 16:48:33 +0000

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Why use our Project Team Evaluation template?

Would you like to have the right people assigned to your next project? How do you know who has the skills, or who works well with others? At the end of each project, use our Project Team Evaluation form to assess each team member and their contributions to the project. Recording the success and improvement opportunities of your project teams is essential to growth and effective resource allocation.

Features of our Project Team Evaluation template:

Single form for evaluating a entire team
Identify each team member and their role
Record individual contributions of each team member
Evaluate the contribution of each member using a scale
Well laid-out and formatted, professional looking form
Use of Word 2007 fields for easy completion
Word 2007 themes and styles to quickly change branding
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Project Team Evaluation template and over 40 other Project Management Templates.

Procurement Plan

The PM Team — Fri, 04 Sep 2009 20:56:28 +0000

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Why use our Procurement Plan template?

Projects often require the purchase of resources and/or services. Procurement can be a complicated process, involving multiple departments and companies, product comparisons, buy vs. build decisions, vendor selection, contract negotiations, and many other factors. To ensure your project procurement goes smoothly, we recommend creating a written Procurement Plan.

To make procurement planning easier, we have included a Procurement Plan template within the PM Toolkit. This Word document is laid-out and organized as an easy to complete form which walks you through the critical components of project procurement planning. Each section of the form includes a brief description of what information should be provided.

Features of our Procurement Plan:

Organized using a easy to complete form-like format
Well laid-out and formatted, professional looking form
Sections for decision criteria, contract type, vendor management, and more
Signature/approval section for formal executive sign-off
Use of Word 2007 fields for easy completion
Word 2007 themes and styles to quickly change branding
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Procurement Plan template and over 40 other Project Management Templates.

Acceptance Form

The PM Team — Fri, 04 Sep 2009 19:39:08 +0000

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Formalize the closure of your projects with our Acceptance Form template.

You worked hard to successfully complete your project and deliver a solution. Rather than assume your customer also thinks the project is over and youve done a great job, ask for formal sign-off. Without this step, projects can drag on for a long time before all those involved agree the deliverables have been completed and the project is done.

Within our PM Toolkit, we include a project Acceptance Form which you can use to formalize the completion of a project. This simple form will help you record the project objectives and conclusion and gain approval from the project sponsor to close the project.

Features of our project Acceptance Form:

One page, simple project acceptance form
Well laid-out and formatted, professional looking form
Signature section for formal executive sign-off
Use of Word 2007 fields for easy completion
Word 2007 themes and styles to quickly change branding
Microsoft Office 2007, 2003, and 2000 compatible versions

Purchase our PM Toolkit and receive the Acceptance Form template and over 40 other Project Management Templates.

Deployment Plan

The PM Team — Fri, 04 Sep 2009 19:12:47 +0000

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Dont leave deployment to chance. Create a written plan with our Deployment Plan template.

To ensure success when deploying a technical solution, you should develop a written plan. As part of our PM Toolkit, we include a project Deployment Plan template to assist you in planning the implementation of your solution.

Our Deployment Plan is divided into logical sections to help walk you through planning your deployment. Using our plan, you will begin by defining the objectives and scope, along with any assumptions, constraints, or dependencies which you may be held to. Youll then document an over-all implementation strategy which will include a schedule, team, contingency plan, and communications. You will plan user training, documentation, ongoing support, and resource needs.

Reduce your project risk by creating a well documented Deployment Plan.

Features of our Deployment Plan:

Predefined sections to walk you through deployment planning
Formatted tables for easy data entry
Embedded Visio object for creating a deployment schedule
Use of Word 2007 themes and styles
Clean professional look with attractive cover page
Microsoft Office 2007, 2007, and 2000 compatible

Purchase our PM Toolkit and receive the Deployment Plan template and over 40 other Project Management Templates.

Project Checklist

The PM Team — Fri, 04 Sep 2009 18:14:55 +0000

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Start your projects with a checklist of tasks and deliverables using our Project Checklist template.

As part of our PM Toolkit, weve created a Excel spreadsheet for tracking and managing a set of Project Management deliverables for your projects. Establishing a predefined list of project deliverables will help to ensure you have set proper expectations with your customer and project team. Reusing the list for multiple projects will allow you to maintain a consistant level of quality across projects.

Our Project Checklist template is an Excel spreadsheet designed to list and track key Project Management deliverables through the life of a project. Using our template, you will assign each deliverable to a project phase, identify which are required, and track the completion of each.

Features of our Project Checklist:

Color formatted for at-a-glance reviews
Predefined list of recommended project deliverables
Assign each deliverable to a color coded project phase
Flag specific deliverables as required or recommended
Track the completion of project deliverables
Excel based for easy maintenance
Microsoft Office 2007, 2007, and 2000 compatible

Purchase our PM Toolkit and receive the Project Checklist template and over 40 other Project Management Templates.

Statement of Work

The PM Team — Fri, 04 Sep 2009 16:18:41 +0000

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Save time and deliver better results with our Statement of Work template.

If youre in the professional services or consulting business, then you probably begin most projects by creating and presenting a Statement of Work to your clients. Why start from scratch each time, spending the first hour dealing with formatting and layout? Our Statement of Work template will significantly reduce the time required to create a professional looking, comprehensive proposal.

Our Statement of Work (SOW) template will help you create a short (2-3 page) SOW with all of the details required to begin a new engagement.

Features of our Statement of Work template:

Well laid-out and intuitive format
Short format with all of the details required to start a new project
Project overview including dates, duration, and description
Clear definition of project scope and deliverables
Business terms and conditions (to be reviewed your legal counsel)
Use of embedded styles and themes
Microsoft Office 2007, 2007, and 2000 compatible

Purchase our PM Toolkit and receive the Statement of Work template and over 40 other Project Management Templates.

If youd prefer to present your clients with a longer, more detailed proposal, we also offer a Project Proposal Template as part of our PM Toolkit.

Requirements Document

The PM Team — Tue, 04 Aug 2009 16:49:56 +0000

Save time. Start with our Requirements Document template.

Quality solutions start with detailed requirements. Even agile project methodologies require up-front requirements. Starting with our Requirements Document template will give you a standard format for gathering and documenting project requirements, with a focus on software and other technology projects.

Our Requirements Document template starts by capturing a high-level solution purpose and scope. All subsequent requirements should help support these primary objectives. The requirement document then goes to the next level of detail, prompting you to define the solution context, features, users, environment, constraints, and more.

Most of your requirements document will likely consist of a listing of solution requirements as defined by your stakeholders. Weve included in our template a few ways in which you can document each requirement, including a table layout for each requirement use the format which best suites your project.

Features of our Requirements Document:

Well laid-out and intuitive format
Professional looking cover page
High-level overview of the purpose and scope
Pre-defined sections for documenting technical solution requirements
Multiple formats for documenting system features
Use of embedded styles and themes
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Requirements Document and over 40 other Project Management Templates.

Training Plan Template

The PM Team — Mon, 06 Jul 2009 17:07:53 +0000

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Don’t start from scratch… Use our Training Plan Template.

Training is often neglected as project schedules and budgets are further crunched. Dont fall into this trap. Carefully planned training will significantly increase the success of your project.

Our Training Plan Template can help. We provide a Word document template containing the sections we believe to be most critical to a good training plan. With each section, we have provided brief instructions to help you quickly create a training plan. Using this template, you will document the training team, audience, methods, materials, resources, schedule and more.

Features of our Training Plan Template:

Well formatted and attractive document for quick and easy reading
Use of Office 2007 fields for entering standard fields, like project name
Thought provoking instructions to help complete each section
In-line, formatted tables for entering repetitive information
Sections including team, audience, methods, tools, resources, schedule, etc.
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and receive the Training Plan Template and over 40 other Project Management Templates.

Change Request Form

The PM Team — Thu, 18 Jun 2009 00:52:27 +0000

Don’t start from scratch… Use our Change Request Form.

Almost all Project Managers and projects encounter requests for change. If not identified early, communicated, and managed properly, change can sink a project. If handled properly, change can greatly benefit the outcome of your project.

Managing change successfully begins by identifying, qualifying, and analyzing a proposed change. Our Change Request Form will assist you in capturing the details of a given change, including justification, impact, and alternatives. It prompts you to analyze impact with regard to scope, risk, schedule, and budget. Once complete, the Change Request Form should be routed to your project stakeholders and sponsors for review and approval.

Features of our Change Request Form:

Clean, graphically appealing interface
Section for capturing project and change details
Detailed description of each change
Change justification, impact, and alternatives
Analysis of scope, risk, schedule and budget
Final change approval with signature line
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Change Request Form and more than 40 other Project Management Templates.

If you’re not positive purchasing our set of Project Management Templates will save you time, please download and try a free sample template.

Download: Change Request Form (Word 2007)

Download: Change Request Form (Word 2000-2003)

Communication Plan Template

The PM Team — Wed, 17 Jun 2009 12:54:17 +0000

Why use our Communication Plan Template?

As a Project Manager, you know the importance of communication with your team, stakeholders, sponsors, users, and all who are impacted by a project. The best methodology, process, tools, project plan, etc. have little value if not effectively and regularly communicated to all involved. Creating a Communication Plan will ensure 1) youve identified all those impacted by the project, 2) you understand what each constituent needs to know, and 3) you have established a consistent means of communicating with them.

Our Communication Plan Template is an easy to use, Excel based form. Weve taken the time to add several pre-populated, selection list-boxes which will allow a novice Project Manager to quickly create a comprehensive Communication Plan for all audiences.

Features of our Communication Plan Template include:

Excel based format; easily add and track your project stakeholders
Pre-populated selection list-boxes of common fields
Assign communication types most effective for each stakeholder
Column for indicating the frequency and delivery method of communications
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Communication Plan Template and more than 40 other Project Management Templates.

Project Scope Statement

The PM Team — Fri, 05 Jun 2009 12:58:07 +0000

Why use our Project Scope Statement?

A clear, concise, project scope is critical to success. Without defining your project scope early, you will be challenge by changing expectations and requirements. Start your projects by telling everyone involved exactly what is to be delivered by your project.

Our Project Scope Statement will help you to document the scope of your project. You will capture the business opportunity and future vision, along with the benefits provided by your project to the organization. Describing the solution, will tell your audience exactly what the project will accomplish, how, and the benfits.

The Project Scope Statement will also define what work is to be considered within and out of the project scope. You’ll list all of the project deliverables, and any constraints and assumptions. By adding dependencies, risks, and acceptance criteria, everyone associated with your project will know exactly what to expect team members, stakeholders, and project sponsors.

Features of our Project Scope Statement:

Professional cover page and well formatted document
Instructional text to help you complete each section
Logical flow to the document and sections; keeping your audiences attention
Opportunity, vision, and benefits to gain project buy-in
Clearly defined in and out of scope statement to set clear expectations
Listings ofdeliverables, assumptions, and constraints
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and receive the Project Scope Statement and over 40 other Project Management Templates.

Expense Report Template

The PM Team — Fri, 05 Jun 2009 12:57:57 +0000

Don’t start from scratch… Use our Expense Report Template.

A formal Expense Report Template or form will help your company, department, or team members to easily submit accurate expense reports. One of the challenges to expense reporting is driving adoption and compliance. People are much more likely to submit accurate, timely expense reports if the reporting tool is easy to use, intuitive, and quick.

Our Expense Report Template based on Microsoft Excel is both easy to use and robust. It allows you to track general information like project name, team member, expense purpose, date, and more. The expense report lets you quickly add line items, recording date, description, travel, training, meals, and more. Mileage reimbursement is automatically calculated using a reimbursement rate set by management. All line items are sub-totaled and totaled.

Features of our Expense Report Template:

Excel based spreadsheet for quick and easy data entry
Expense details including project, expense purpose, submitter, date, and more
Line items include date, description, airfare, lodging, transportation, meals, training, misc, and mileage
Mileage reimbursement is auto calculated based on a per mile rate
All line items and expense types are sub-totaled
A final expense amount is calculated
An area for additional notes or comments
For physical signatures and approvals, a signature and date line are included
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Expense Report Template and over 40 other Project Management Templates.

Project Proposal Template

The PM Team — Fri, 05 Jun 2009 12:57:35 +0000

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Quickly Create Project Proposals, Perfect for Client or Internal Projects

Easily create Project Proposals with this pre-formatted template and skip the hassle of starting with a blank document. Simply follow the instructions and complete the sections already laid out by our Project Proposal document template. Spend less time on formatting and appearance, leaving more time to focus on your content and message.

If writing proposals is new for you, this template will walk you through creating a detailed, persuasive, and great looking document – perfect for client or internal proposals. Using this template, you will identify a business opportunity, propose a solution, describe your approach, and justify the project.

With this template even the novice Microsoft Word user can produce a high-quality, great looking, and professional Project Proposals. Each of our business templates is professionally formatted with attractive page headers, footers, titles, sections, lists, tables, charts, and more.

Project Proposal Template

Formal proposal for client projects or use as a internal document
Professional cover page and well formatted document
Definition of business opportunity and benefits
Project details, including deliverables and scope definition
Business terms and signature page suitable for client proposals
Project approach including methodology, team, roles schedule, and budget
Embedded Visio objects for project timeline
Embedded Excel object for calculating project budget
In-line help for completing each section
Microsoft Office 2007, 2003, and 2000 compatible

Like all of our documents, this template was created on the job and refined by a team of consulting project managers. We have experience managing a wide variety of project types, large and small, across several industries. The list of companies we have done work for includes household names like IBM, General Motors, Lay-Z-Boy Chair Co., Blue Cross Blue Shield, and Praxair, Inc.

For your convenience, we packaged our most effective and relevant project management templates, including the Project Proposal, into a single PM Toolkit. Similar bundles of project management templates cost over $300. Thanks to our day-jobs and limited marketing budget, we are able to offer the entire PM Toolkit (40+ project management templates) for $44.95.

Feel confident purchasing the PM Toolkit knowing your online transaction is secure and the PM Toolkit comes with the best guarantee in our market. If within 90 days of your purchase you are not 100% satisfied we will provide a full refund.

Business Case Template

The PM Team — Fri, 05 Jun 2009 12:57:23 +0000

Need to write a Business Case? Not sure where to start? Short on time?

Quickly Create an Effective Business Case

Create your Business Case with a pre-formatted template and skip the hassle of starting with a blank document. Simply follow the instructions and complete the sections already laid out by our Business Case document template. Spend less time on formatting and appearance, leaving more time to focus on your content and message.

If writing a Business Case is new for you, this template will walk you through the process of documenting your business opportunity, vision, and the benefits of your proposal. You will create a detailed description of your proposed solution and plan to accomplish your objectives. Tables, charts, and graphs will help to document ROI and justify your business case.

With this template even the novice Microsoft Word user can produce a high-quality, great looking, and professional Business Case documents. Each of our business templates is professionally formatted with attractive page headers, footers, titles, sections, lists, tables, charts, and more.

Features of our Business Case Template:

Pre-formatted sections with clear instructions
Great looking, professional cover page
Well formatted headers, footers, titles, and sections
Embedded Excel object for creating a project budget
Auto numbering document sections and table of contents
Formatted tables for easy data entry
Embedded document fields to save time

Like all of our document templates, this template was created on the job and refined by a team of consulting project managers. We have experience managing a wide variety of project types, large and small, across several industries. The list of companies we have done work for includes household names like IBM, General Motors, Lay-Z-Boy Chair Co., Blue Cross Blue Shield, and Praxair, Inc.

For your convenience, we packaged our most effective and relevant project management templates, including the Business Case, into a single PM Toolkit. Similar bundles of project management templates cost over $300. Thanks to our day-jobs and limited marketing budget, we are able to offer the entire PM Toolkit (40+ project management templates) for $44.95.

Still not sure? Download the PM Toolkit Trial Edition.

Change Register

The PM Team — Fri, 05 Jun 2009 12:57:13 +0000

Why use our Change Register?

Project changes can be frequent and impactful, and should therefore be tracked diligently. Our Change Register will allow you to maintain a log of all project changes. For each change, we track the requestor, date requested, and a change description. We also provide an area for logging the impact of each change to budget and schedule. Each change can be approved or denied. If a change has impact to the budget and is approved, our Change Register will maintain a revised project budget.

Features of our Change Request Form:

Excel worksheet for easily adding and maintaining a change log
Clean, graphically appealing interface
Record date, requestor, and description of each change
Track budget impact of changes
Drop-down selection for quickly flagging changes as either approve or denied
Revised budget column
Microsoft Office 2007, 2003, and 2000 compatible
Purchase our PM Toolkit and recieve the Change Register and more than 40 other Project Management Templates.

Resource Plan Template

The PM Team — Fri, 05 Jun 2009 12:57:02 +0000

Why use our Resource Plan Template?

Our Resource Plan Template is a little different than others. Weve created an Excel workbook for planning your resource needs. By using our Excel based resource plan, you can easily maintain a list of all the people on you project, including name, role, organization, contact information, start date, end date, and percent dedicated to the project.

Our Resource Plan Template allows you to forecast your resource needs across the project duration. Record the hours required of each resource by week or month. You can also assign a hourly rate and track resource costs.

We have included a graphical, stacked bar-chart that shows the resources and hours need across your project duration. To present your team structure, we have embedded a Visio org chart diagram into the Excel workbook.

Features of our Resource Plan Template:

Excel based resource plan for easy maintenance
Listing of all resources associated with a project; name, role, contact info. etc.
Record start date, end date, and percent dedicated for each resource
Forecast of resource needs (hours and budget) across your project duration
Embedded Visio org chart diagram
Stacked bar-chart presenting your team resource allocations across time
Microsoft Office 2007, 2003, and 2000 compatible
Purchase our PM Toolkit and recieve the Resource Plan Template and more than 40 other Project Management Templates.

Project Charter Template

The PM Team — Fri, 05 Jun 2009 12:56:26 +0000

Don’t start from scratch… Use our Project Charter Template.

Like building a house, the foundation of a successful project is critical to your success. A well thought out and documented Project Charter should be the foundation of every project. It should capture at a high-level all aspects of a project. The Project Charter should be distributed to your project team, stakeholders, and sponsors, ensuring everyone is working towards the same goals.

After reading your Project Charter, the audience will have a good understanding of your project objectives, scope, deliverables, schedule, risks, and approach. The Project Charter Template weve provided will help you quickly and systematically document the right level of detail for a wide audience of team members and stakeholders.

After describing the project (opportunity, vision, scope, deliverables, etc.), our Project Charter Template contains several sections in which you can describe how your project will be organized. These sections include Team Structure, Roles & Responsibilities, Facilities, Resources, and more.

Features of our Project Charter Template:

Clean, graphically appealing interface
Embedded Visio object for creating a project org. chart
Define the opportunity from a business perspective
Concise method for documenting the project scope, deliverables, and schedule
Analysis of project risks and mitigation strategies
Project team structure, including roles and responsibilities
Definition of required resources, including facilities
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Project Charter Template and more than 40 other Project Management Templates and forms.

Still not sure? Download the PM Toolkit Trial Edition which includes the Project Charter Teamplate.

Project Budget Template

The PM Team — Fri, 05 Jun 2009 12:56:10 +0000

Why use our Project Budget Template?

Tracking the budget, expenditures, and burn rate of a moderately complex project can be tedious work. Dont waste your time formatting and fighting Excel. Our Project Budget Template should be all you need to track your projects budget and spend.

The Project Budget Template contains an itemized budget for your project, tracking each line item by cost type (a list you can customize) and providing cost breakdown charts. It also allows you to track actual expenditures and compares budget to actual. If you choose, you can forecast the spend for your project across time and the template will graph your budgeted and actual spend for the life of the project.

All of the budget date in the Project Budget Template is summarized into a single report which includes pie-charts and graphs to communicate the true story behind your project budget.

Features of our Project Budget Template:

Advanced features of Office Excel 2007 while remaining backward compatible
Quick drop-down selection boxes for ease of use and data consistency
Budget vs. actual comparisons
Project costs summarized by cost type
Forecast budget and track actual spend across time
Chart project budget and spend across time
Summary page, including charts and graphs

Purchase our PM Toolkit and recieve the Project Budget Template and more than 40 other Project Management Templates.

Test Plan Template

The PM Team — Fri, 05 Jun 2009 12:55:47 +0000

Delivering excellence for each and every project

View larger image

View larger image

Quality testing is critical to the success and credibility of any solution. Whether you’ve built a simple application or a highly complex software program, it’s essential that you identify and eliminate any flaws before delivering it to your customers.

A comprehensive test plan should be a major component of your project’s lifecycle. This document outlines the functionalities that will be tested, the specific test cases, who will be assigned to each test, the testing schedule, and the environment and methodologies that will be used. The test plan is an important tool in helping you to:

Minimize project risk
Improve the quality of deliverables
Set clear expectations of team members
Define the testing timeline and budget
Anticipate and plan for multiple scenarios
Describe the eventual workflow

With our Test Plan Template, we’ve taken the complexity and guesswork out of creating a foolproof testing strategy. Instead of spending hours creating a new test plan from scratch, you’ll simply plug your information into our fully formatted, functional document. We’ll step you through every aspect of a typical project test plan, from general scope to task responsibilities to specific hardware, software, and tool requirements. Our Test Plan Template is:

Professionally formatted for quick and easy reading
Equipped with Office 2007 features, including standard fields and tables
Easy to use, with instructional prompts to help you complete each section
Compatible with Microsoft Office 2007, 2003, and 2000
Affordably priced to accommodate all project budgets

Download our PM Toolkit to receive the Test Plan Template, along with 40 other project management templates and forms, all designed to help you achieve greater levels of productivity and success.

Issue Log Template

The PM Team — Fri, 05 Jun 2009 12:55:33 +0000

Why use our Issue Log Template?

All projects have unforeseen issues that impact the project at some point. If idenfitied early and built into your plan, most issues can be dealt with and overcome. Even if you encounter a issue which may end your project, you are better off telling everyone early and often. Ignoring issues can be fatal to both your project and your career.

Our Issue Log Template is designed to help you quantify and track project issues. With each issue, you’ll record a description of the issue, along with the impact and status.

Tracking project issues is only half the battle. Our Issue Log Template also helps you track a mitigation plan for each issue, and who is assigned to resolve the issue. By tracking which issues are still open and who is assigned to each, you can ensure none are lost or forgotten about.

Features of our Issue Log Template:

Excel based spreadsheet for quick and easy data entry
Drop-down lists for setting Impact and Status
Built-in graphs for a quick visual status of your open issues
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Issue Log Template and more than 40 other Project Management Templates and forms.

Risk Register Template

The PM Team — Fri, 05 Jun 2009 12:55:22 +0000

Why use our Risk Register Template?

If you manage projects, then you manage risks. The success of any project is threatened by yet unknown risks. Our Risk Register Template will help you to track and manage project risks.

Similar to most Risk Register Templates, our template is Excel based and will allow you to track each risk that threatens your project. With each risk, youll track the date identified and a brief description of the risk. Based on the risk probability and impact, our template will assign each risk an exposure level and can sort risks by exposure. You can then prioritize and apply more attention to the greater risks.

Tracking project risks is only half the problem. Once a risk is identified, youll need to create a mitigation plan. Our Risk Register Template allows you to record and track a plan to mitigate each risk, and to assign someone to the risk mitigation plan.

In addition to standard features found in most risk plans, our Risk Register Template contains a analysis page which summarizes your projects risk exposure in a graphical presentation.

Features of our Risk Register Template:

Excel based workbook for tracking and measuring risk
Build in formulation for calculating exposure based on risk probability and impact
Color icon indicators of high priority risks
Includes mitigation planning for each risk
Graphs to present over-all project risk exposure to management
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Risk Register Template and more than 40 other Project Management Templates and forms.

Still not sure? Download the PM Toolkit Trial Edition which includes the Risk Register Teamplate.

Status Report Template

The PM Team — Fri, 05 Jun 2009 12:55:02 +0000

Why use our Status Report Template?

Believe it or not, weve found the Status Report Template to be one of our most effective Project Management tools. Sending regular, concise, status reports to everyone impacted by a project will increase your chances of success and make your job as a project manager easier.

Our Status Report Template is formatted to convey the most relevant information in a single, project summary page. For those who wish to provide more detail perhaps to a larger team weve added a second section to the status report for communicating project details.

Features of our Status Report Template:

Clean, graphically appealing interface
Embedded fields for quickly entering names, dates, etc.
Concise, executive summary of the project on a single page
Additional sections for optionally providing more detail as needed
Milestone schedule to keep everyone aware of your progress and schedule
Risk assessment for communicating critical risks
Previous period accomplishments and next period task assignments
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Status Report Template and more than 40 other Project Management Templates.

Still not sure? Download the PM Toolkit Trial Edition which includes the Status Report Teamplate.

Lessons Learned Template

The PM Team — Fri, 05 Jun 2009 12:54:03 +0000

When completing any project the team should hold a review to discuss lessons learned. This is your chance to capitalize on all of the knowledge developed during your project. Openly discussing and recording all of the things your team did well during the project, along with the few things you may have done differently, is essential to your organizations growth.

For these reasons, we are providing a thorough and easy to complete Lessons Learned Template for gathering and documenting project lessons learned. Our lessons learned template makes it easy to keep a log of lessons learned during the project, and to summarize those into future opportunities.

Features of our Lessons Learned Template:

Log of all areas of improvement and success factors learned during the project
Summary of project successes and positive lessons learned to be used again
Evaluation of opportunities for improvement
Microsoft Office fields for quickly completing date, author, and other fields
Crisp, clean appearance using latest Microsoft Office template features
Auto complete of repeated fields, like project and company name
Purchase our PM Toolkit and recieve the Lessons LearnedTemplate and more than 40 other Project Management Templates and forms.

Meeting Minutes Template

The PM Team — Fri, 05 Jun 2009 12:52:11 +0000

Don’t start from scratch… WUse our Meeting Minutes Template?

Meeting minutes may sound trivial and are often ignored. Dont fall into this trap. Sending detailed, professional looking meeting minutes the day after a client meeting speaks volumes about your level of organization and commitment to success. Meeting minutes will prevent your team from repeating conversations and will help hold team members accountable for assignments.

Our Meeting Minute Template is well planned and looks very professional. We provide the standard fields you would expect from a meeting minute template, and lay-out the form in an easy to use, easy to read, professional looking format.

Unlike other forms, our Meeting Minute Template is designed to capture the topics discussed and the conclusion of each discussion (most minutes record only topics discussed, with no conclusions). The form also provides a table for quickly recording and numbering action items, along with the assignee and due date. The goal of this template is to promote team communication and accountability.

Features of our Meeting Minute Template:

Built-in fields for quickly entering standard information
Standard fields including project, date, attendees, facilitator, and more
Capture each topic of discussion, along with the conclusion of each topic
Numbered table for recording and assigning action items
Microsoft Office 2007, 2003, and 2000 compatible

Purchase our PM Toolkit and recieve the Meeting Minutes Template and more than 40 other Project Management Templates and forms.

Still not sure? Download the PM Toolkit Trial Edition which includes the Meeting Minutes Teamplate.