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The Project Template Library

Project Planning 1:
Schedule, Scope, Budget and Procurement
2014 Update

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Major Expansion 2014! The Project Planning 1 template set gains 10 templates and now contains a total of 17.  All templates related to vendor evaluation and contracts have been added to this template group. In addition, 2 templates have received updates. All templates are delivered via email in a single zip file; templates on CD is an option.  Your purchase includes free upgrade support for three years.

Price: $50 USD  

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.

If you cannot receive a zip file just contact us and we will arrange a different form of delivery.


Project Scope

2014 Update!
Scope Statement Lite
View Demo Here  This is a simple Scope Plan document for smaller projects. Describes all of the work, and only the work, required to complete the project. This update provides a more complete understanding of scope in a simple format. Rev 1.3; MS Word Docx ~30Kb  
2012 Update!
Scope Statement
View Demo Here  a.k.a. Scope Plan. Describes all of the work, and only the work, required to complete the project. Update provides a more comprehensive understanding of project scope, including high level Business Requirements and Project Management approach. Rev 3.0; MS Word Doc ~~96Kb  
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 Schedule

Milestone Schedule A Microsoft Project file that provides the Project Team with a head start in construction of a milestone schedule. Used to show project status in executive presentations. Rev 2.1; MS Project ~248Kb
Project Schedule A Microsoft Project file that provides the Project Manager with Project Phases and standard deliverables for each phase. To be customized as necessary for each project. MS Project ~300Kb

Project Budget

Project Budget Lite View Demo Here  Details sources of project cost, expenditures over time. Includes a chart that can be used to display cumulative project cost. Rev 2.0; MS Excel ~57Kb
2014 Update!
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. Updated to display costs on an annual or monthly basis. Now available in dollar and euro versions. Rev 1.3; MS Excel xlsx ~130Kb 

Project Procurement

New in 2014:
All Contracting templates are included in Project Planning 1!
Procurement Plan View Demo Here  Details how the Project Team will go about acquiring significant goods and services required for the project but only available from outside organizations (e.g., RFI and RFP processes). Rev 2.2; MS Word Doc ~39Kb
Candidate Rating Form View Demo Here  Used to track the ratings given to job candidates. List critical rating factors, apply weights, record evaluation of up to three reviewers per candidate. Automatically summarizes all reviews on a single page. Rev 1.1; - MS Excel ~258Kb
Client Reference Rating Form Used when contacting references supplied to you by a vendor or consultant whom you are evaluating. Provides a means of quantifying and tracking what you learn from the references. Use with the Client Reference Rating Summary. Rev 1.1; MS Word Doc ~34Kb
Client Reference Rating Summary Used when contacting references supplied to you by a vendor or consultant whom you are evaluating. Provides a means of summarizing your findings. Use with the Client Reference Rating Form. Rev 1.1; MS Excel ~235Kb
Consultant Evaluation Form View Demo Here  Allows a group to quantify and record their evaluation of consultants or vendors. Use with the Consultant Evaluation Summary. Rev 1.1; MS Word Doc ~46Kb
Consultant Evaluation Summary Allows a group to summarize their findings when evaluating consultants or vendors. Use with the Consultant Evaluation Form. Rev 1.0; MS Excel ~221Kb
Vendor Product-Presentation Ratings Form Allows a group to quantify and summarize their ratings of presentations done by multiple vendors. Rev 1.1; MS Excel ~126Kb
Vendor Proposal Ratings Form View Demo Here  Allows a group to quantify and summarize their ratings of proposals provided by multiple vendors. Rev 1.1; MS Excel ~61Kb
Contract for Services Template for a Contract for Services. Modeled after a contract for copier/print services. Rev 1.1; MS Word Doc ~37Kb
Service Level Agreement Example agreement to establish a pre-determined level of service. Rev 1.0; MS Word Doc ~68Kb
Statement of Work Example Statement of Work (SOW) for a Services Agreement. Rev 1.0; MS Word Doc ~67Kb

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