Outlook Email Template for Project Managers

by Nick T

Work Email Templates

Sending emails is one of the most routine tasks any project manager has to do daily. During the life cycle, a project manager may have to send various types of emails. This article will focus on different types of emails I usually send/get and some tips around making them effective.
Sharing project plan or schedule with project kick-off email
Typically the first email a project manager will send to the team when starting the project. Includes a copy of the detailed project plan. A few tips and a template to make your email effective -

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Email Template for Sharing Project Plan
  • Includes information on the key milestones coming up.
  • Snapshots of the key tasks or a high-level timeline of the project.
  • Send a PDF copy of the project plan so that everyone can see it on all the devices. Many people do not have Microsoft Project installed.
  • Ensure you have had at least one review with the managers or technical leaders before sending the plan.
  • End with a comment asking everyone to confirm they are comfortable with the delivery dates.

Meetings Management Pack

Seek a project decision or approval

A project manager often has to seek approval or a decision from the management regarding a project matter. A few tips and a template to make your email effective -

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Email Template for Seeking a Decision
  • Clearly, a state in the subject is looking for approval by using words like "Approval Required" or "Urgent."
  • Give a brief description of why you are seeking the approval or decision.
  • If possible, always try to give a heads up to the key decision-makers.
  • Always time-bound your emails for a response to follow up, and people know that you need a response by a certain time.
  • Always provide options so that the decision-makers are aware of the pros and cons of each option.
  • Always make a recommendation from one of the options.
  • Use tables to document the options so that it is for decision-makers to understand the options.
  • In this example of an email, I have used 4 columns - Options, Pros, Cons, and Comments. You can add your own columns.
  • Document any assumptions or additional information in the comments section.

Please also see Templates for Email Project Status Updates.

Meetings Management Pack