FREE Project Management Tools & Templates
Here is a set of simple and practical project management tools and templates that are based on the Association for Project Management Body of Knowledge. This set of documents supports the project lifecycle. Projects naturally move from an idea, through to selection, detailed planning, implementation and then finally handover & closure. We have included some guidance in this page to help you get started and you are free to use these documents & templates to help select, plan, run and close your projects.
Project Proposal Template
This Project Proposal Template has been provided in Microsoft PowerPoint form as typically there are presentations and discussions at this early stage to help form, define and direct the upcoming project. If the Project Proposal is approved then you would move on to the more detailed scope document, the Project Management Plan.
Project Management Plan Template
The PMP is the output from detailed planning and demonstrates to the Sponsor and other stakeholders that the project has been well planned and is now ready to transition into implementation. Smaller projects may not require this depth of information so feel free to add & remove sections as you see fit. Fundamentally you should have an agreed understanding of what you are going to do, why, who, how, when and at what cost. If you don’t know the answers to these basic questions then you shouldn’t be jumping into the implementation!
Project Managers Toolkit
This Toolkit includes an example Risk & Issue Log along with other logs and lists you might find useful when running your project. Of course, the less complex a project is, the less “project management” is needed so use those elements that add benefit and help you. Additional guidance notes are included in each Worksheet – just click the links from the main menu to jump to the appropriate Worksheet. This Excel spreadsheet has been kept as simple as possible so there are no clever macros or annoying passwords.
Project Status Report Template
The frequency of the progress cycle varies depending on the scale of the project but fortnightly is typical. This means the PM meets with the team and they review progress for the last fortnight and agree on work for the next period. On completion of this meeting, the Project Manager should issue the latest Project Status Report, often called a Project Highlight Report. This should provide a snapshot as to the current state of the project.
This simple two slide template provides that quick summary on current project status and should be shared with the Sponsor and other appropriate stakeholders. The template includes a simple RAG colour coding for a number of typical project KPIs; schedule, benefit, budget, risk. Ideally you would agree on the rules around the RAG coding otherwise, there is a tendency for Project Managers to be tempted to mark everything as Green to stay under the radar! This is not good project management, remember; there should be nothing wrong with giving bad news, but there is something wrong with giving bad news late…so keep those RAG KPIs realistic!
Project Change Request Template
Use this simple template to help communicate the potential impact of a proposed change. It is typical for the Sponsor and other key stakeholders to be asked to formally approve a change and to do this with their eyes fully open as to the impacts.
Project Closure Report Template
And finally, please note that we do not grant permission for you to use these tools & templates for commercial gain (i.e. sell them to someone else) or pass them off as your own work. You may use them to help run any type of project (commercial included) and we do not accept any liability, so don’t blame us if your project is still late! By downloading these tools & templates, you agree to our terms & conditions.