The Project Management Template Library

Project Essentials

This group of Templates consists of 21 documents that support the core functions of project management, available as a zipped set for commercial use (USD: $75.) The Commercial license includes free upgrade support for three years.

Some of the demos available below are in .pdf format - you will need Adobe Acrobat Reader to view them. Download it here if you don't have it already.

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Communication Plan	View Demo Here Details who requires what information, when, in what format, how it will be delivered, and by whom. Rev 2.2; Excel Spreadsheet ~295Kb
Quality Plan	View Demo Here Explains how the Project Team will identify and meet the appropriate quality standards. Rev 2.2; MS Word Doc ~37Kb
Resource Plan	View Demo Here Details all of the goods, services, and personnel required by the project (including when they are needed and the projected cost). Rev 2.1; MS Word Doc ~39Kb
Change Management Plan	View Demo Here Describes the process through which changes may be introduced into the project. This document should be reviewed and customized by the Project Team early in the project. Rev 2.1; MS Word Doc ~48Kb
Change Request Form	View Demo Here Used by any stakeholder to request a change in the project. When it applies to scope, budget, schedule, or quality, a formal Change Control Process is invoked. Change Requests are reviewed during regular project meetings. Rev 2.1; MS Word Doc ~35Kb
Updated! Change Request Log	View Demo Here Summarizes all project Change Requests and their status. Update includes more complete Change Request information, improved printing and greater flexibility in use. Rev 2.3; MS Excel ~200Kb
Issue Log	View Demo Here Summarizes all project Issues and their status. Open issues are reviewed at every regular project meeting. Rev 2.1; Excel Spreadsheet ~99Kb
Lessons Learned Document	Record commentary regarding Lessons Learned throughout the project in this form. Provides categories of project work to encourage group discussion. Rev 1.1; MS Word Doc ~39Kb
General Project Charter	View Demo Here Project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, timeframe and objectives. This version may be used by any project. Rev 2.3; MS Word Doc ~140Kb
Updated! Project Charter Lite	View Demo Here Quick charter document with much less overhead. Intended for small to medium projects but asks exactly the right questions for any project. Can serve as a companion document to the Project Evaluation Tool (see PMO templates.) This template is new to the Project Essentials template set. Rev 1.4; MS Word Doc ~165Kb. (Update available for Commercial License Only)
Project Charter Instructions	Instructions on how to fill out a Project Charter. Rev 2.2; MS Word Doc ~58Kb
Updated! Risk Management Plan	View Demo Here Explains how the Project Team will identify, quantify, prioritize, and manage project risks. Updated to most recent Risk Management terminology and a tighter fit with the Risk Register. Rev 2.3; MS Word rtf ~152Kb
Updated! Risk Register	View Demo Here Use this template to document how the Project Team intends to respond to significant identified risks (threats and opportunities). Includes adjustable risk thresholds, Detectability, separate Threat and Opportunity Registers and a Risk x Detectability chart. Latest update provides Contingency Reserve calculations, improved printing and greater flexibility in use. Rev 1.7; MS Excel ~1600Kb
Scope Statement	View Demo Here a.k.a. Scope Plan. Describes all of the work – and only the work – required to complete the project. If it is not explicitly included in the Scope Statement, it is implicitly excluded from the project. Rev 2.1; MS Word doc ~47Kb
Scope Statement Instructions	Explains how to fill out the Scope Statement (i.e. create a Scope Plan). Rev 2.1; MS Word doc ~49Kb
Project Budget Planner	View Demo Here A highly automated, start to finish project budgeting tool. Includes labor hours, labor and non-labor costs, hours and cost annualized and by project phase, post-project operation and maintenance, cost responsibility and cumulative cost curves. Rev 1.0; Excel Spreadsheet ~266Kb
Meeting Minutes	View Demo Here A convenient format for recording minutes from Project team and other meetings. Rev 1.1; MS Word Doc ~27Kb
Updated! Status Report	View Demo Here Used to report project status. Provides a consistent format, including an Executive Summary section, for enhanced communication with upper management. Now includes Earned Value. Rev 2.2; MS Word Doc ~137Kb (Update available for Commercial License Only)
New! Project Close Report	Create this report at the very end of the project when all other work has been completed. The information provided on this template will allow management to evaluate project outcome. When this report is signed off, the project is officially closed. Rev 1.0; MS Word Doc ~130Kbb (Available for Commercial License Only)
New! Quick IT Project Risk Evaluator	Easy to use tool asks 25 multiple choice questions that provide a surprisingly effective risk evaluation for any Information Technology project. Fully customizable; questions can be changed for any knowledge domain. Risk summary can be printed separately from the questionnaire. This template extends any project charter and directly supports the Project Evaluation Tool (see PMO templates). Rev 1.0; MS Excel ~94Kb (Available for Commercial License Only)
Update! Transition Checklist	View Demo Here A quick check to ensure that deliverables of the project will be brought to full operational status, integrated into ongoing operations and maintained in a sustainable manner. This template is new to the Project Essentials template set. Rev 1.0; MS Word Doc ~126Kb
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