Wednesday, 9 June 2010

Project Management Templates and Their Benefits

Project Management templates are an excellent tool for any project, large or small. They reduce the time necessary for documentation, and can ensure no steps of the project are neglected.
Project Initiating Process Group Templates

Project Charter Template: The Project Charter is developed during the initiation phase to formally authorize a project. The Project Charter is required before any work on the project can begin.

  • Paragraph 1: Formally authorizes the project.
  • Paragraph 2: Project Scope – Its deliverable, and what business needs, problems or opportunities the project addresses.
  • Paragraph 3: Identify the Project Manager and give him authority to apply organization resources to the project
  • Paragraph 4: Provide the summary milestone schedule
  • Paragraph 5: Project Budget – state the budget for the project and identify funding sources


Preliminary Project Scope Statement: The Preliminary Project Scope Statement is created after the Project Charter has been signed. This Statement is completed during the Initiation Phase to ensure the successful planning of the project.


Project Planning Process Group Templates

Communications Management Plan Template: defines the communication requirements for the project and how the information is to be distributed.

Cost Management Plan Template: details how the project costs will be measured and reported upon. It indicates the control thresholds and the corrective actions to be taken if the thresholds are exceeded.

Procurement Management Plan Template: identifies the processes for evaluation, selection and management of procurements required for a project.

Scope Management Plan Template: ensures that the project includes the work and only the work necessary to successfully complete the project.

Project Management Plan Template: states how the project is executed, monitored and controlled and closed. These documents feed into the development of the project management plan.

Risk Register Template: a list of all project risks including their risk rankings, responses and risk owners.



Project Executing Process Group Templates


Expense Report Template: is designed for both domestic travel and International travel (a tab for each at the bottom of the spreadsheet).

Employee Annual Review Template: for conducting performance reviews. Useful as an annual review or as a tool for the Project Manager to perform an employee review.


Project Monitoring and Controlling Process Group Templates

Project Status Report

Project Change Request

Project Performance Report


Project Closing Process Group Templates

This document establishes formal acceptance of all the deliverables for the project.



Project Document Templates

Project Meeting Agenda Template: key to presenting a well planned and well executed meeting.

Project Meeting Minutes Template: clearly documents the discussion topics of the meeting, any decisions which were made and assigns new action items to individuals. Promptly distributing clearly written project meeting minutes is important to success in project management.


With so many project management templates available, it is easy for the project manager to find those that are the most applicable and useful for the project. The initial time investment that a project manager makes in finding the right templates will save time during the project itself.


Other articles on Project Management Templates:

The Project Management Template – Guiding the Way to a Successful Project
Using a project management template not only saves time, money, and effort; it also ensures that all aspects and phases of a project are included in the project plan.

10 Tips for Boosting Team Performance
10 Tips for Boosting Team Performance.There are lots of different ways that you can boost your team performance. We’ve listed here our Top 10 Tips. We hope they help you…

Managing Project Management Template Risks
If all of our projects just smoothly followed our project schedule we’d have it made.  No issues, no budget overruns, no cranky customers, no scope changes.  But that’s not the case. 

Why Project Management Templates are an Essential Tool for Project Managers
The reason why project management templates are an essential tool for project managers is simple.

Why Project Management Templates Are Useful
Knowing why project management templates are useful when carrying out large projects is the first step to a smoothly-running project.

1 comment:

  1. Project charter is an essential tool in project management. A project charter is the statement of scope, objectives and people who are participating in a project. Creating a project charter from the scratch isn’t easy as it sounds. By using a Project Charter Template you can create a project charter easily.

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