Starting a project

Templates for defining the project, securing approval and setting up governance.

Project Brief Template

Summarise what the project will do before detailed initiation.

Business Case Template

Assess the rationale, costs, benefits, options and case for investment.

Project Charter Template

Formally authorise the project and establish authority to proceed.

Sample Project Charter

A completed real-world charter example to use as a reference.

Project Initiation Document (PID)

Build a comprehensive project initiation document with guidance and example text.

PRINCE2 PID Template

A PRINCE2-style project initiation document template.

Project Proposal Template

Set out objectives, scope, milestones, budget and expected outcomes.

Project Startup Report

Provide an at-a-glance summary at project startup.

Vision Statement Template

Capture and communicate the strategic vision for a programme or project.

Statement of Work – full example

Use a complete SOW example to help structure deliverables and commercial expectations.

Planning & scheduling

Plan the work, activities, estimates, scope and delivery schedule.

Excel Project Plan Template

Create and maintain a practical project schedule in Excel.

Activity List Template

Break work packages into the activities needed to deliver them.

Activity Attributes Template

Add resources, constraints and scheduling details to activities.

Activity Cost Estimate Template

Capture labour, physical and reserve cost estimates.

Duration Estimates Template

Record estimated effort and duration for project activities.

Duration Estimation Worksheet

Develop parametric, analogous and three-point estimates.

Mindmap Project Plan

Plan collaboratively using a mindmap-style project plan.

Project Task List

Track project tasks and actions that sit outside the main schedule.

Work Breakdown Structure (WBS) Excel Template

Break deliverables into structured work packages in Excel.

Scope Management Plan

Define how scope will be identified, maintained, controlled and validated.

Project Scope Statement

Document scope, deliverables, acceptance criteria, exclusions and constraints.

Project Assumptions Template

Document and track assumptions that may affect delivery.

Risk, issues, actions & decisions

Keep uncertainty, problems and follow-up actions visible and controlled.

Risk Register / Risk Log

Record, assess and manage project and programme risks.

Simple Risk Register

A lightweight register for smaller projects and businesses.

Risk Register of Common Project Risks

Start with 20 common project risks plus mitigation and contingency actions.

Risk Management Plan

Define the project risk process, assessment approach and reporting method.

Risk Data Sheet

Capture additional detail for complex or high-priority risks.

Risk Mitigation Report

Document mitigation, secondary risks, contingencies, funding and schedule effects.

RAID Log Template

Track risks, actions, issues and decisions together.

Issue Log Template

Record and manage issues requiring resolution.

Defect & Issue Tracker

Track defects, bugs and test issues.

Project Actions Template

Track actions, owners, priorities, due dates and progress.

Decision Log Template

Keep an audit trail of important project decisions.

Reporting, meetings & review

Communicate progress, run meetings and capture learning throughout the lifecycle.

Project Status Report – Word/PDF

Provide concise progress updates to clients and project boards.

Project Status Report – Excel

Use an Excel version of the project status report.

Program Highlight Report

Give senior management an at-a-glance programme or large-project update.

Project Meeting Minutes Template

Capture discussion, decisions, actions, owners and deadlines.

Team Member Weekly Status Report

Collect concise weekly progress and forward plans from team members.

Project Performance Plan

Define objectives, measurable goals, responsibilities and progress measures.

End Project Report

Summarise performance, outcomes and lessons at project close.

Post Project Review Template

Run a structured project review with customers or management.

Lessons Learned Template

Capture positive and negative lessons throughout the project.

People, roles & stakeholders

Clarify responsibilities, organise the team and plan stakeholder communication.

RACI Template

Assign responsible, accountable, consulted and informed roles.

Responsibility Assignment Matrix (RAM)

Show who does what for work packages and tasks.

Roles & Responsibilities Template

Document roles, reporting lines and contact details.

Organizational Breakdown Structure (OBS)

Map organisational units to project work.

Resource Management Plan

Plan how resources will be identified, managed and released.

Resource Planning Template

Build a practical project resource plan.

Resource Requirements Template

Record the people, equipment, materials and locations required.

Communications Management Plan

Plan what information will be communicated, when, how and to whom.

Stakeholder Register

Record and organise project or organisational stakeholders.

Team Charter Template

Set expectations and ways of working for a project team.

5 Timesheet Templates

Choose from project, weekly, fortnightly, monthly and shift timesheets.

Change, requirements & configuration

Control changes and maintain traceability from stakeholder need through delivery.

Change Log Template

Track project changes throughout the lifecycle.

Change Management Plan

Define the change-control process and how it will be managed.

Change Request Template

Capture the request, reason, options and impact of a proposed change.

Change Management Checklist

Use 20+ checks to assess how effectively project changes are being managed.

Requirements Gathering Template

Capture requirement description, priority, criteria, complexity and verification.

Requirements Management Plan

Define how requirements will be captured, controlled and maintained.

Requirements Management Checklist

Check the completeness and quality of project requirements.

Requirements Traceability Matrix

Trace requirements from source through project deliverables.

Cost, budget & procurement

Estimate, budget and control project costs and procurement activity.

Simple Project Budgeting Worksheet

Track materials, labour, tools, estimated costs and actual costs.

Cost Management Plan

Define how project costs will be estimated, monitored and controlled.

Activity Cost Estimate Template

Build cost estimates at activity level.

Procurement Management Plan

Set out how procurement will be managed during the project.

Quality, testing & acceptance

Plan quality, verify deliverables and control defects through testing and acceptance.

Quality Management Plan

Define objectives, standards, responsibilities and quality-control procedures.

Quality Metrics Template

Record the measures used to assess deliverable quality.

Quality Audit Template

Document good practice, deficiencies and improvement actions.

Quality Assurance Checklist

Use 50+ checks to assess project health and delivery controls.

Test Case Excel Template

Create regression, load, system and integration test cases.

User Acceptance Report Template

Record deliverables, acceptance criteria and evaluation results.

Safety Method Statement

Document safe systems of work for hazardous operations.

Agile & Scrum

Templates for backlogs, sprints, stand-ups, retrospectives and Agile delivery.

All Agile Project Templates

Browse the complete Agile template collection.

Product Backlog Template

Maintain the prioritised list of potential product features.

Sprint Backlog Template

Track the tasks selected for the current sprint.

Burndown Chart Template

Visualise work remaining against time.

Daily Scrum Meeting Template

Structure a short daily review of progress, blockers and plans.

Sprint Retrospective Template

Review what worked, what did not and what to improve next sprint.

Agile Communications Plan

Plan stakeholder and team communication for Agile projects.

Deployment Plan Template

Plan the tasks required to deploy or go live.

User Story Template

Describe product features from the user’s point of view.

Example project plans

Jump-start a schedule using plans built around common project types.

Software Development Excel Project Plan

Plan requirements, design, development, QA and deployment.

Software Implementation Project Schedule

Use a real-world Microsoft Project implementation schedule.

Office Move Project Plan

Kick-start the schedule for an office relocation.

Marketing Campaign Excel Project Plan

Plan objectives, content, budget, campaign activity and evaluation.

Conference Project Plan

Plan a conference or customer event using a mindmap format.

Warehouse Build Project Plan

Plan a warehouse build from initiation through construction and handover.

PMBOK & PRINCE2 collections

Browse template sets aligned to established project-management frameworks.

PMBOK Project Management Plan Templates

Browse management-plan templates aligned to PMBOK guidance.

Project Management Plan Template

Bring individual management plans together into one integrated plan.

PRINCE2 Templates

Browse Business Case, PID, Issue Register, Highlight Report and risk templates.

PRINCE2 PID Template

Create a PRINCE2-style Project Initiation Document.

Training & supporting business templates

Useful supporting templates for training, marketing and people management.

Training Plan Template

Plan the activities needed to deliver project or organisational training.

Training Evaluation Form

Collect participant feedback on training effectiveness.

Marketing Budget Template

Create a simple budget for marketing activity.

Marketing Plan Template

Structure a practical plan for finding and serving customers.

Performance Improvement Plan

Document objectives, timescales and measures of success.

Staff Review Form

Record formal or informal staff performance reviews.