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Project Management, Project Planning, Templates and Advice

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Project Management Templates - FREE Downloads for project managers

by | reviewed 2023-08-19
Save time using these free project templates! Project management templates for downloading. Free Business Case Template, Risk Register Template, Highlight Report and many more. This is an ongoing collection of project management templates. They have been handpicked and most have been used on real world projects and programs. All are FREE to download and use.

Project Actions Template [Excel]

Keeping track of project actions is an essential part of managing a project. The project action list should include a description, action owner, priority, due date and progress notes.

Use this FREE template to capture all of the key information you need to track the progress of your project actions. Get a Project Meeting Minutes Template.

Activity Attributes Template

The Activity Attributes builds on the information in the Activity List adding details about an activity's resource requirements, and scheduling requirements. This is a FREE Activity Attributes template in Excel.

Activity Cost Estimate Template

This PMBOK template includes labor, physical and reserve costs. It also provides a basis and method for estimates, range and confidence level.

Activity List Template

The activity list is a full list of all the activities in the project schedule. It breaks down each work package into activities which form the basis for estimating, scheduling, completing, and controlling the work. Use this template to capture all of the key information you need.

Agile Project Templates

FREE agile templates! These templates are made for real world projects and you are free to use them as much as you like.

Project Assumptions Template

Download a FREE Project Assumptions Template. An assumption is something that is assumed to be true, but not proven or known to be true. Use this template to capture all of the key information you need in order to document and track project assumptions.

Project Brief Template

The Project Brief is a key document in the Project Lifecycle. It provides a description of what the project will do and forms the basis of the Project Initiation Document (PID). To get a head start on your project download this FREE Project Brief Template.

Simple Project Budgeting Worksheet

This is a Simple Project Budgeting Template in Excel and PDF. Track materials, labor, tools, and actual and estimated costs

FREE Project Budgeting Worksheet in Excel.

Business Case Template

Download a project Business Case Template. This is the most comprehensive template for a business case available. It covers all of the sections required for assessing, reviewing and approving a project. Each section includes hints and tips for completion. Download the template in PDF or Word.

Burndown Chart Template

Download a FREE Burndown Chart Template. A Burndown Chart is a graph which shows the work left to do against time. It is used in agile project management as a simple indicator of when the work will be completed.

Change Management Checklist

Over 20 checks to ensure effective management of changes throughout your project! Download our FREE Change Management checklist!

Change Log Template

Change Log Template in Excel. This is a FREE Change Log Template for tracking all of your changes during the project lifecycle. The Change Log aligns with the Change Management Plan and the Change Request form.

Change Management Plan Template

Download a FREE Change Management Plan Template. The Change Management Plan defines the change control process and describes how it will be managed.

Change Request Template

This Change Request Template is the perfect tool to ensure changes are successfully managed. It includes the change description, the reason for the request, the options that have been considered and an analysis of the impact.

Project Charter Template

This is a FREE Project Charter Template in Word and PDF. The Project Charter formally authorises the project and gives the project manager the authority they need to start project activities and gather the resources needed.

Sample Project Charter | real-world example FREE Download

Get a head start on your own Project Charter! Use this example from a real ONE million USD project, delivered ON TIME, TO SCOPE and ON BUDGET. FREE download in Word and PDF.

Communications Management Plan Template

This is a FREE Communications Management Plan template in Excel. Successful projects are all about people. The Communications Plan sets out how you will inform your project team and stakeholders. It describes what information you will provide, when, how and to whom.

Agile Communications Plan template

Download a FREE Communication Plan template. Successful projects are all about people. The Communications Plan sets out how you will inform your project team and Stakeholders. It describes what information you will provide, when, how and to whom.

Conference Project Plan

Running a conference or customer event? Use this free conference planning template. This template is in mindmap format which allows you to expand and contract key conference planning tasks, work collaboratively with your team and share your plan online or save for email distribution.

Cost Management Plan Template

The Cost Management Plan sets out how the project costs will be estimated, tracked, monitored, reported and controlled. Download a FREE Cost Management Plan Template.

Daily Scrum Meeting Template

Download a FREE Daily Scrum Template. The Scrum or stand-up is a daily meeting for the team to briefly review progress, talk about any blockers, and share their plans for the day.

Decision Log Template

This is a FREE Decision Log Template in Excel. During a project there will be choices, approvals and alternatives to be considered. It can be a life saver to have a record of when and who made a decision. Particularly during project reviews when it can resolve conflicts and inform lessons learned.

Defect and issue tracking template

FREE Project Defect Tracker. This template is for recording defects, bugs and issues identified during project testing. It is pretty self-explanatory, but we have filled out 5 issues as examples. Excel conditional formatting rules are used to set a different cell color for each impact column.

Deployment Plan Template

Download a FREE Deployment Plan Template. In agile projects the Deployment Plan is a detailed list of the tasks that need to be done for the project to be deployed/go live.

Duration Estimates

The Duration Estimates template is a record of the estimates of effort and duration required to complete the project's activities. This is a FREE template in Excel.

Duration Estimation Template

Develop Parametric, Analogous and Three-point estimates using this worksheet. Includes formulas for PERT Beta distribution and Triangular distribution.

End Project Report

The End Project Report provides a great opportunity to take stock of what went well on a project and what you would do differently next time. This is a FREE End Project Report template in Word and PDF.

Excel Project Plan Template

Planning a project? Download this free Excel project plan template to kick start your schedule.

Program Highlight report (FREE)

A report template designed for 'at a glance' reporting to senior management and program boards. Ideally suited for a program or for larger projects with several deliverables.

Highlight report for a prince2 project.

Issue log Template

Read an overview of the contents of the Issue Log. Includes a template in Excel and PDF. Prince2 Issue Register

Project Initiation Document Template

Download our FREE PID template with hits, tips and example text that you can use for your project.

Prince2 PID template

Product Backlog Template

The Product Backlog Template is a list of all the potential features that will be completed during the project. This is a FREE Product Backlog Template in Excel and OpenDocument Spreadsheet format.

Project Manager Job Descriptions

Example Job Descriptions for Project Managers. Includes: Senior Project Manager, Head of Project Management, IT Project Manager, Web Project Manager, and Project Assistant.

Lessons Learned Template

FREE Lessons Learned Template in Excel. During a project the team should document the lessons they have learned whether positive or negative. For example a note that a task took longer than estimated or that new process reduced costs. Download this free template and use it on your project today.

Marketing Budget Template

This is a super simple template for creating a marketing budget. It prompts you to think about all the key costs you need to consider when creating a marketing budget.

Marketing Campaign Excel Project Plan

This comprehensive plan for a marketing campaign includes crucial steps such as defining objectives, developing strategy, allocating budget, creating compelling content, and evaluating results.

Marketing Plan Template

Growing your business can seem complex and daunting. Putting together a Marketing Plan will help you work out how to find new customers and sell more. Get a head start by downloading this FREE Marketing Plan Template.

Mindmap Project Plan

This is a mindmap template for a Project Plan. This MindMap template can be imported to Mindmeister and used Online to plan your project collaboratively with you team.

Mindmap Project Plan Template

Office Move Project Plan

Office Move Excel Project Plan. Relocating your office? Download this free Excel project plan to kick start your schedule.

Organizational Breakdown Structure Template

Download our free Organizational Breakdown Structure template (OBS)! The OBS is an important project document that will help you show the relationships between your project activities and the organizational units that will perform them.

Performance Review Plan Template

This is a Performance Improvement Plan template for recording the objectives you have agreed with your staff member following a performance or staff review. There is space to record the objective, when it is due and what success will look like.

PMBOK Project Management Plan Templates

These templates follow the guidelines in the Project Management Body of Knowledge (PMBOK) and are made for PMP projects. FREE Project Management Plan Templates!

Post Project Review Template

FREE Post Project Review Template. It is designed for project review meetings with customers or your internal management team. The deck is a real example used successfully in multiple post project review meetings.

Prince2 Templates

Get templates for all of the Prince2 project documentation includes: Business Cases, PID, Issue Register, Highlight Report and risk register. All templates are in Mind map, Word or Excel format.

Procurement Management Plan template

Download a FREE procurement management plan template. It sets out how all areas of procurement will be managed during the project.

Project Management Plan Template

Download a FREE Project Management Plan Template. The Project management plan brings together all of the management plans into a comprehensive whole that shows how the project team will carry out the work, monitor progress, control the outputs and close the project.

Project Meeting Minutes Template

FREE template for writing minutes for Project meetings. This is our favourite template for managing our projects and has been used for everything from multi-million pound IT projects to small volunteer community projects.

Project Performance Plan Template

Download our free Excel Project Performance Plan Template to streamline your project management process. Define objectives, set measurable goals, assign responsibilities, and track progress effectively. Ideal for project leaders looking to boost efficiency and success.

Project Proposal Template

A comprehensive project proposal template designed to streamline the planning process, featuring sections on objectives, scope, background, team roles, methodology, milestones, budget, and expected outcomes. Ideal for project managers and teams looking to create a clear, organized, and effective proposal for any type of project.

Quality Assurance checklist

Over 50 checks to make sure your project is healthy and on track for a successful delivery! Download our FREE Project Quality Assurance checklist.

Quality Audit Template | FREE Download

This is a FREE template which you can use to document your project's quality audits. It prompts you to identify good practices to share, areas for improvement, and to create an action plan for any deficiencies.

Quality Management Plan Template

The Quality Management Plan sets out how quality will be managed on the project. It includes the objectives, standards, roles, responsibilities and control procedures.

Quality Metrics Template

Quality Metrics Template in Excel. As you develop the Project Requirements you need to decide what measures you will use to check if the deliverables are of good enough quality. Use this template to record your project's quality metrics.

RACI Template

FREE RACI Template in Excel. Download a template for completing a RACI chart - responsible, accountable, consulted, informed. Read a How to guide to using the RACI.

RAID log template

Download a RAID log Template in Excel. RAID is a highly effective project tool for logging Risks, Actions, Issues and Decisions.

Retrospective Template (Sprint)

The Sprint Retrospective happens at the end of each sprint and is an opportunity to review progress and make improvement.

Requirements Gathering Template

Project Requirements Gathering Template in Excel. This PMBOK template includes a description, category, priority, acceptance criteria, complexity and verification. It is ideal for capturing requirements for any project in any industry.

Requirements Management Checklist

Requirements are the documented and agreed needs of the project stakeholders. You can check the quality of your project requirements, by using this checklist.

Requirements Management Plan Template

Download a FREE Requirements Management Plan Template. The Requirements Management Plan sets out how project requirements will be managed. Use this template to capture all of the key information you need.

Requirements Traceability Matrix

Download a FREE Requirements Traceability Matrix. The Requirements Traceability Matrix is used to track the project requirements through the Project Life-Cycle. It documents each requirement, the source of the requirement and traces how the requirement will be addressed through the project deliverables.

Resource Management Plan Template

Download a FREE PMBOK Resource Management plan template. It sets out how the project resources will identified, selected, managed, rewarded and released at the end of the project.

Resource Planning Template

Use this proven template to plan your project resourcing. By Downloading this free TEMPLATE you can quickly produce a high-quality Resource Plan!

Resource Requirements Template

This template is for recording the resources that you need to deliver your project. Resources can include people, machines, hardware or software, equipment, material, supplies, locations etc.

Responsibility Assignment Matrix Template

Download a FREE Responsibility Assignment Matrix (RAM) Template. The RAM shows 'who does what' on a work package or task. It is a popular tool because it shows what is expected of each member of the project team 'at a glance'

Risk Data Sheet

Use this free template to manage your complicated risks. Risk data sheets are used to store additional detail about specific risks.

Risk Management Plan Template

The Risk Management Plan sets out how risks will be managed on a project. This is not just a template! It includes a wealth of hints and tips along with examples of a:
  • risk management method
  • a model risk management process
  • risk report form
  • risk assessment method

Risk Mitigation Report

Risk Mitigation Report Template in Excel. Some risks need information than what is captured on the risk register. Mitigating actions, can cause secondary risks and contingent actions may need funding to be set aside and additional time to be built into the schedule.

Risk Register of Common Project Risks

This is a Complete risk register that contains 20 common project risks with mitigating and contingency actions that you can take against each one.

Risk log/risk register (FREE)

Risk Logs are used to document project and program risks. They should contain a description of the risk, an analysis of the risk by likelihood, impact and severity, and any mitigating actions. Free Risk Register download in a choice of MS Office programs.

Roles and Responsibilities Template

Document Project Roles and Responsibilities using our FREE Excel template. Record role title, description, reporting lines, contact details for each person in your project team.

Simple Risk Register Template

This register is designed for smaller businesses or projects. It is quick and easy to get started with just a few fields to complete. Simple Risk Register! FREE to download.

Staff Review Form

This is a simple staff review form for documenting a performance review. It can be used for: informal or formal HR led reviews, time on secondment e.g. for project work, quarterly, sixth monthly or yearly reviews.

Project Startup Report Template

This simple, but effective report is an 'at a glance' summary of a project which can be delivered on Project Startup to any group overseeing corporate strategy for example the Company Board, Large Projects Steering Groups or Strategy Groups.

Project Status Report Templates

Templates for project reporting. Ideal for providing progress updates to clients and the Project Board.

FREE Project Status Report template in Word and PDF.

FREE Project Status Report template in Excel.

Safety Method Statement Template

Safety Method Statement TEMPLATE free Download. The Safety Method Statement sets out safe systems of work for hazardous operations. It should be included in the construction H & S plan together with any subcontractors' safety method statements.

Scope Management Template

Download a FREE Scope Management Plan Template. This template describes how the project scope will be identified and defined, how it will be developed, then maintained, controlled and validated. Use this template to capture all of the key information you need.

Project Scope Statement Template

Download a FREE project scope Statement Template. A project scope statement is a detailed document which describes the project scope, the project deliverables, acceptance criteria, exclusions, assumptions and constraints. Use this template to capture all of the key information you need.

Software Development Excel Project Plan

Start planning your software development project with our free example, which you can download it in Excel right now! It covers the end to end development life cycle including: requirements gathering, design, development, QA, deployment, and project management.

Software Project Implementation Schedule

Managing a Software project? Save time by using this Software Implementation Project Schedule tested on real world projects. The plan uses Microsoft Project (.mpp) and includes a user guide.

Sprint Backlog

Download a FREE Sprint Backlog Template. The Sprint Backlog is a list of tasks to be completed during the sprint.

Sprint Retrospective

Download a FREE Sprint Retrospective Template. The Sprint Retrospective happens at the end of each sprint and is an opportunity to review progress and make improvement.

Stakeholder Register

The Stakeholder Register is a key document in Stakeholder Management. The Stakeholder Register is record of all project or company stakeholders, it is usually derived from the results of stakeholder mapping and stakeholder analysis.

Statement of Work (full example)

Writing a SOW is challenging! That is why we are sharing this free example! Getting the SOW right can be the difference between success or failure.

Project Task List | Excel Template FREE Download

Download our FREE Project Task List Template. All projects have actions and tasks that need to be completed but aren't necessarily captured on the project schedule. A simple Excel spreadsheet is a great way to keep track.

Team Charter Template

High performing teams use a Team Charter! This FREE Team Charter Template is especially helpful for remote and virtual teams, particularly if they don't have a history of working together.

Team Member Weekly Status Report Template

Download our Team Member Status Report template today! Streamline your project management with our easy-to-use, unique format. Keep track of weekly progress and plan ahead effectively. Act now and enhance your team's productivity and communication. Stay organized, stay ahead!

Test Case Excel Template

Software Test Case Template in Excel. This template is simple to use and includes worksheets for regression, load and system and integration tests.

5 Timesheet Templates

Five (5) FREE Timesheet Templates for recording hours worked. Examples for project work, administration, shift work and sheets for weekly, fortnightly and monthly time. Simple formulas are used to add up daily and weekly totals.

Training Evaluation form

Download our free training evaluation form to help measure the effectiveness of your next training course! Participants can rate the overall training, objectives achieved, clarity of instructions/presentation slides, and more.

Training Plan Template

Delivering training and organisational change is hard enough so most Training Managers and Project Managers prefer not to worry about creating a Training Plan Template. By downloading this FREE Training Plan Template for your project you can get a head start and make sure you capture everything you need for successfully training your team!

Project Triangle

The Project Triangle or Iron Triangle expresses the Triple Constraint of Time, Cost, and Quality or Scope that must be managed in project delivery. This article explains the concept, some common variations of the triange and how to use it.

User Acceptance Report Template

Download a FREE User Acceptance Report Template. The User Acceptance Testing Report lists each deliverable, its acceptance criteria and the results of the evaluation.

User Story Template

Download this FREE User Story Template. Used in Agile project management a User Story is a concise, simple description of product feature written from the point of view of the person who will use it.

Warehouse Build Excel Project Plan

Managing a Warehouse build? Get a head start on your project schedule with this example plan for 'Building a Warehouse.' This is a comprehensive plan covering the whole project life cycle from planning, through construction to operations handover.

Work Breakdown Structure (WBS) Excel Template

This is an Excel Template for a Work Breakdown Structure (WBS). These are often drawn in a hierarchical format like an organization structure. However, there is no reason why they can't be created in more of a flat format using unique IDs to illustrate the level of each work package in the hierarchy. For example, 1. Shed completed, 1.2, Shed walls installed, 1.2.1 Shed walls positioned and so on... This template is ideal for creating a WBS in Excel and includes instructions on how to complete the fields.

Vision Statement Template

A Vision statement is used in Program Management to document and communicate the overarching strategy for a program of work. It is referred to and checked throughout the program to ensure continued strategic alignment. Get a Vision Statement - FREE download