Project Management Templates
Projects depend on tasks, decisions and activities. And to see "on time", "on budget" results, these tasks, decisions and activities must be quickly documented, distributed and approved. That's where our "quick tool" project templates come in - providing a head start to fast, easy document preparation with simple layouts designed to share important information and high-priority conclusions.
|Statement of Work
(Excel Format - yes, it's multiple spreadsheets)
|Project Scope Template
|Meeting Agenda and Notification Template
|Risk Evaluation Template
|Mission Statement Template
If you are interested in new ways and tools for managing projects and meetings, you should definitely consider our Fast Track Project and Meeting Agenda Toolkits. They are not free, but they are both exceptional values, combining management practices, steps and guidelines with forms, spreadsheets and templates to quickly produce high quality deliverables. While you are here, it's certainly worth your while to take a look and go through the Toolkit "tours" (fast track here, meeting agenda here) to learn more. You won't be disappointed.
(And let us not forget our IT Service Review Toolkit for those of you interested in surveying - and improving, end-user satisfaction with IT services).
Here's more details regarding your free template download:
1. The Statement of Work Workbook
The SOW Workbook (as shown in image above) contains (11) pre-formatted spreadsheets designed to quickly document project goals, objectives, deliverables, organization and more. It's a unique spreadsheet format for Statement of Work production.
2. The Project Scope Statement Template
The Project Scope Template is formatted to quickly document scope from a big picture point of view - to list and explain scope inclusions and exclusions according to business needs, requirements, deliverables, and process.
3. The Status Report Template
The Project Status Template is formatted to collect and report "current status" information for any individual project deliverable, issue, task or activity according to percent complete and characteristic (on or off plan). You can also select from pre-defined options to characterize global status (on plan, off plan, etc.), as well as related impact to existing plans. You can also enter information regarding planned accomplishments for the next reporting period.
4. The Meeting Agenda and Notification Template
The Meeting Agenda and Notification Template is formatted to describe and communicate meeting purpose (goals, objectives, intended results). You can quickly communicate meeting preparation requirements and participation expectations. Using the "table" layout, you can also list all agenda items and provide logistical instructions including how to RSVP, location directions and related information.
5. The Change Request Evaluation Form
The Change Request Evaluation Form is formatted to document change requests according to type, benefits, costs, complexity and value. Describe related consequences for key project parameters, including deliverables, scope, budget, etc. Related conclusions and recommendations can also be documented on the same form, as well as related approvals.
6. The Issues Evaluation Form
The Issues Evaluation Form is formatted to list issues by type and background, including how the issue was raised and when. The form contains pre-defined options (which can be customized) to evaluate issues by impact and priority, and to also document planned responses and related approvals.
7. The Project Mission Statement Template
The Project Mission Statement Template is formatted to document the planned "mission" for your project team(s), listing all identified goals and objectives. Each goal and objective is quickly stated in list format, and the template also includes an approvals section for stakeholder buy-in.
8. The Risk Evaluation Form
The Risk Evaluation Form is formatted to document project risks by type, characteristic and background. Pre-defined options (which can be customized) are provided to quickly rate risks according to impact and probability. Related recommendations for avoidance, acceptance and mitigation can also be fully described, and accepted in the approvals section.