Templates for Initiation Process
Project Charter Templates
The Project Charter is developed during the initiation phase to formally authorize a project. The Project Charter is required before work on the project can be started. Here we present two Project Charter templates; a one page version and a more verbose long version. You can select the Project Charter which meets your needs.
Feasibility Study Template
A feasibility study should be performed before authorizing any project. This feasiblility study template provides a good basis for developing your organization specific feasibility study.
Business Case Template
A Business Case helps to determine whether or not a project justifies an organizations investment into a project. The Business Case defines the problem and its impact and performs a Cost Benefit Analysis for the proposed solution. The Business Case also looks at possible alternative solutions. Often overlooked, the Business Case checks to see that the project aligns with the organizations strategic plans.
Project Statement of Work Template
The Project Statement of Work is an input to the Project Charter. The business need, product scope and the project's alignment with the organization's strategic plan are included in the Project Statement of Work.
Template for Planning Process Group
Change will happen during your project, there's no way to avoid it. Be prepared for changes by planning for changes in advance. This change management plan template provides you with a good place to start planning for change management.
Communications Management Plan Template
The Communications Management Plan defines the communication requirements for the project and how the information is to be distributed. Effective communications is critical to the success of a project, for this reason the Communications Management Plan should be one of your key project subsidiary management plans.
Configuration Management Plan Template
The Configuration Management Plan defines those items that are configurable, those that require formal change control and the process for controlling changes to such items.
Cost Management Plan Template
The Cost Management Plan details how the project costs will be measured and repored upon. It defines the control thresholds and corrective actions to be taken if the thresholds are exceeded.
Human Resource Plan Template
Don't forget to plan for the managing of human resources on your project, as they are the most valued resources on any project. Plan ahead for these resources with this free human resource plan template.
Procurement Management Plan Template
The Procurement Management Plan identifies the processes for evaluation, selection and management of procurements required for a project.
Project Management Plan Template
The Project Management Plan states how the project is executed, monitored and contolled and closed. The documents created during the initiation process feed into the development of the project management plan.
Quality Management Plan Template
With a little bit of planning and oversight your projects can always guarantee quality deliverables. Start your quality management planning with this template.
Requirements Management Plan Template
The Requirements Management Plan documents how requirements will be analyzed, documented and managed throughout the project.
Risk Management Plan Template
The Risk Management Plan addresses not only how risks in the project will be managed, it also details how the risks were identified and ranked.
Risk Register Template
The Risk Register is a list of all project risks including their risk rankings, responses and risk owners.
Schedule Management Plan Template
The Schedule Management Plan provides the framework for managing the project schedule and the process required to change the project schedule should the need arise.
Scope Management Plan Template
The Scope Management Plan ensures that the project includes the work and only the work necessary to successfully complete the project.
Work Breakdown Structure (WBS) Template
This WBS template presents the most popular formats for work breakdown structures. Select the format you prefer, then delete the rest. Work Breakdown Structure examples are the best place to start when planning your WBS.
Executing Process Group
Expense Report Template
This Expense Report Template is designed for both domestic travel and International travel (a tab for each at the bottom of the spreadsheet). Accounting for costs is very important in project management - be sure to track all project related expenses promptly and accurately using this expense report template.
This Expense Report Template is designed for both domestic travel and International travel (a tab for each at the bottom of the spreadsheet). Accounting for costs is very important in project management - be sure to track all project related expenses promptly and accurately using this expense report template.
Employee Annual Review Template
This Employee Annual Review Template is for conducting performance reviews. It can be used as an annual review or as a tool for the Project Manager to perform an employee review.
This Employee Annual Review Template is for conducting performance reviews. It can be used as an annual review or as a tool for the Project Manager to perform an employee review.
Monitoring & Controlling Process Group
Project Status Report Template
Project Status Report Template
The Project Status Report should be written tp communicate the overall status of your project in a brief yet concise manner. Our Project Status Report Template provide a good foundation on which to develop your own status report tailored to your organizations specific needs.
Root Cause Analysis Template
By starting with a good Root Cause Analysis template you can quicken your approach to root cause analysis. Our template provides you with a solid foundation on which to build your own custom root cause analysis report - saving you time and headaches.
Closing Process Group
The Project Acceptance document formalizes the acceptance of the project by the Project Sponsor or Customer.
Lessons Learned Template
This template provides a solid foundation from which to develop your organization's Lessons Learned process.
Post Project Review Template
Don't forget to perform a post project review during project closeout. This template provides a good guidline for performing your post project review.
Project Acceptance Template
The Project Acceptance document formalizes the acceptance of the project by the Project Sponsor or Customer.
Other Templetes
Project Meeting Agenda Template
The Project Meeting Agenda is key to presenting a well planned and well executed meeting. Use our Project Meeting Agenda Template as a starting point to plan your project meetings.
Project Meeting Minutes Template
The Project Meeting Minutes clearly documents the discussion topics of the meeting, any decisions which were made and assignes new action items to individuals. Promptly distributing clearly written project meeting minutes is important to success in project management.
Statement of Work (SOW) Template
Although the overall project will have a Statement of Work (SOW), larger projects will often need SOW's for various parts of the project. This Statement of Work template provides a good foundation for creating an SOW specific to your needs.
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