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March 02, 2015

Project Management Templates : Download 200 Templates

Project Dashboard Excel Template

Project Dashboards aid by visualizing critical success factors. They can also be used to report status to senior-level management who do not have the time to read a detailed status report.
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Project Management Templates

Agile Project Management Dashboard Excel

One of the key challenges for any project manager responsible for an agile project reports the right picture of the project progress.
agile project management dashboard excel
Agile Project Management Dashboard Excel

Capacity Planning Template Excel

Capacity Planning Template will help in identifying resource requirements for multiple or single projects. The key foundation of the planning template which is part of our inventory of project management templates is based on Resource Type as during the initial phases of planning the exact resource names will not be available. There are two key sections - Capacity Planner and Resource Requirements.
capacity planning excel template
Capacity Planning Template Excel

Skills Matrix Template

A skills matrix is a table or grid that helps to visually depict the competency of an individual against specified skills and knowledge areas. Skills matrix template is essential for a manager to know who of his team members has the capability and skills to do a particular job. It is also a managerial tool which presents the skills, interests, and knowledge of the team members within an organization/project.

skills matrix template, employee skills matrix
Skills Matrix Template

Weekly Status Report Format Excel

Reporting project status on a weekly basis is a known practice for project managers. The weekly status report excel template has a project health card, project schedule, project financials and shows Top 5 items pending. Weekly Status Report Format allows a project manager to report all the project updates in detail.
weekly status report format excel
Weekly Status Report Format

Master Excel Project Tracker

One of the key motivations for me to put this master excel project tracking template together was the fact that we tend to document a lot of things about the project in various spreadsheets. For example, we have separate spreadsheets for the schedule, budget, resources, risks, issues, and so forth.

master excel project tracker, excel project management template
Master Excel Project Manager

Multiple Project Status Report Template Excel (Portfolio Status Report)

It is very common for project managers to manage multiple projects. It is important to have a mechanism to be able to report on the status of multiple projects at the same time. This excel template enables a project manager to report on up to 5 projects in one go.

portfolio status report template excel
Portfolio Status Report Template

Project Timeline PPT

Multiple project timeline is a visual representation of schedules of various projects which are part of the portfolio. Showing multiple project timelines is a routine task for anyone managing multiple projects. The multiple project timeline not only allows displaying multiple projects it also allows to provide a quick status about the project parameters.
multiple project timeline, multiple project timeline template
Multiple Project Timeline Template

Multiple Project Tracking Excel Template

Keeping track of multiple projects is very challenging and having a mechanism to be able to track tasks effectively is key in the whole process. For any project manager working on multiple projects, this should be part of Excel Project Management Templates.

multiple project tracking excel template
Multiple Project Tracking Excel Template

One Page Project Manager Excel Template

The One Page Project Manager Excel Template helps a project manager to manage projects with a single page. The one-page project manager covers the task tracking, maintain key dates, task meter, resource load, to do for the PMs, risk, and issues tracking. The template has been designed to fit into one excel sheet and easy to print. anther important KPI has also been designed to be visible easily.

one page project manager excel, one page manager
One Page Project Manager Excel

Project Status Report Template

Using PowerPoint for status reports gives additional flexibility to make the status report more informative. The PPT template has 4 key sections - Summary, Timeline, 4 basic parameters and risks/issues section. As it is made in PowerPoint you can combine several projects status report into one presentation to report on multiple projects.

project status report template, project status report template ppt
Project Status Report Template PPT

Project Management Dashboard PowerPoint

A project management dashboard is a handy tool for any project manager to give the project status in a snapshot. A dashboard should be able to convey the status of key project parameters visually. This dashboard can be used for status updates with senior management or directors don't have time to go through the details.

project management dashboard, project management dashboard ppt
Project Management Dashboard

Product Backlog Excel Template

Product backlog templates are standardized repositories for tracking PBIs through prioritization and inclusion in sprints, usually retained in standard Excel format. In Agile methodology, the product owner gathers required tasks or requirements as Product Backlog Items (PBIs), also referred to as “stories.” By retaining an ever-changing but all-inclusive list in a central repository, the prioritization, and visibility of PBIs facilitates planning and allows for pulling product backlog items into Sprints for development and implementation.

Agile Product Backlog
Agile Product Backlog

Project Charter Template PPT

A Project Charter is a must-have in any project, as prescribed by the PMBOK® Guide and other methods. It is a document that summarizes the key information about a project and that announces to the world, aka, your organization, that there is a new project on the block. The Charter appoints a project manager for the project and assigns it the authority to proceed.

project charter template, project charter
Project Charter Template 

Project Charter Template Word

The Project Charter is an important document that gives the project manager the authority to commence the project and acquire the required resources to support the project activities.

Project Charter template Word
Project Charter Word

Project Dashboard for Multiple Projects PPT

When managing multiple projects it always challenging to give all your stakeholders or senior management a view of the current status of the project. This dashboard template provides a way showing your portfolio status in a graphical fashion.

project dashboard for multiple projects
Project Dashboard for Multiple Projects

Resource Matrix Template Excel

A resource matrix is a mapping between resources and projects with the timeline in question. The matrix provides a convenient way of identifying gaps as it provides a matrix view of resource vs projects. With this view, a resource manager can easily pinpoint which resources are not fully allocated. It can also be used to manage tasks.

resource matrix excel template, resource matrix excel
Resource Matrix Excel Template

Multiple Project Timeline with Status Indicator

The Multiple Project Timeline Template allows displaying multiple project timelines with different phases for each project. The timeline also allows to report a % complete and has a today line indicator which gives everyone a clear idea about where the projects stand.

multiple project timeline status report
PowerPoint Timeline Template

Sprint Capacity Planning Excel Template

Capacity Planning for Sprint based Agile projects is the process in which the amount of work that can be done in the sprints with available resources is planned. This excel template helps a Scrum Master or Project Manager in capacity planning for sprints and get a head start in agile projects. 
The planner has 3 sections - Capacity Planner, Resource Plan and Data Config.

sprint capacity planning excel
Sprint Capacity Planning Excel Template

Team Resource Plan Excel Template

Every team manager wants to be informed about what his or her team is working on. The team resource plan excel template will help a team manager to assign team members to multiple projects. It provides a clear view of team allocations.

team resource plan excel
Team Resource Plan Excel Template

PMO Templates

The first stages of the PMO setup are so important. we have developed a PMO Starter Kit to help you setting up your PMO in the right direction and equipping you with a fighting chance.

Project Initiation Template

During initiation, you create an overview of the project as well as a strategy for securing its success. 
  • Importance – If this phase is not handled correctly, the rest of the project management lifecycle will suffer or even fail.
  • Roles – At the very least, you will need a project manager. You may also require other subordinate roles depending on the scope of the project.  
  • Activities - Appoint a project manager, Appoint subordinate roles as necessary, Create the over and strategy, Decide what technology/resources will be required.

Download Project Initiation Templates Below

  1. Project Proposal Template
  2. Project Kick-off meeting
  3. Minutes of Meeting template
  4. Meeting Minutes Template Excel and Word
  5. Stakeholder Management Plan Template
  6. Project Vendor Selection Process and Template
  7. Statement Of Work Word Template (SOW)
  8. Project Charter PPT Template
  9. Work Breakdown Structure (WBS) Templates
  10. Project Brief Word Template
  11. RACI Matrix Template: Excel and PPT
  12. Project Communication Plan Template
  13. Request For Proposal Template RFP
  14. Project Scope Statement Template
  15. Project Options Paper Excel Template
  16. Project Success Criteria Excel Template
  17. RASCI Template
  18. Team Meeting Agenda
  19. Business Case Template
  20. PMO Charter Template
  21. 5 Project Estimation Techniques & Templates
  22. Project Outline Template
  23. Project Initiation Workshop Agenda Template
  24. Access all our templates in one download
  25. Communications Management Plan - Guide to Project Communications
  26. Stakeholder Analysis Templates
  27. RFI Template 
  28. Outlook Email Templates for Project Managers

Project Planning Templates

Now you must take your plan and break it down into individual steps. It is essential that you not try to attack a project all at once. 
  • The importance – Groups often fail or fall short of their projects’ aims because they didn’t have a detailed plan of attack. Your strategy from the last step will be of no use if you don’t plot out each step of it.
  • Roles - Project Manager, Sponsor, and key stakeholders.
  • Activities - Create a detailed plan that covers the aforementioned strategy from step one. Do a risk assessment of your plan. Define what criteria must be present for the result to be considered a success.

Project Plan Templates

Starting a project plan with a template allows a project manager to deliver faster and also ensure that the project plan covers all the key tasks. Here we offer simple and complex project plans in excel and MS Project.
  1. Excel Project Plans with Gantt Chart
  2. Excel Project Plan
  3. Simple Excel Project Plan Template
  4. Sample Project Plan using MS Project
  5. Software Project Sample Plan
  6. SAP Project Plan Template
  7. Payroll Implementation Plan
  8. Decision Document Template Word
  9. Options Analysis
  10. SWOT Analysis Template
  11. Employee Training Plan Excel Template
  12. Project Planning Checklist
  13. SMART Goals Template
  14. Pain Point Analysis Template

Project Timeline Templates

Project management timelines provide a very convenient way of explaining the different phases in the project. A variety of tools can be used to generate project timelines. Excel, PowerPoint and MS Project provide fantastic tools to create project timelines.
  1. Project Timeline with Excel
  2. Multiple Project Timeline Template
  3. Roadmap Template in PowerPoint
  4. Multiple Project PowerPoint with MS Project
  5. Project Environment Planning Template
  6. PPT PowerPoint Timeline Template
  7. List of 8 Project Timeline Template & Samples

Resource and Capacity Management Templates

Resource Management is a fundamental task in any organization. Making optimal utilization of resources is a top priority for any organization and its management. Types of resource management plans include basic excel plans, resource matrix, advanced resource plans, capacity planner, project, team resource, and capacity planner.

Resource Capacity Planning Template Excel, Word, and PPT

Project Execution Templates

In this step of your project management cycle process, you are applying the detailed plan. 
  • The importance – This is the culmination of the last two steps. Your success will come down to how well you execute your plan and remain aware of certain constraints like cost, time and performance. 
  • Roles - Project Manager and Project Team.
  • Activities - Build the team, Perform the required work, Produce necessary deliverable (e.g. the credentials for success), Documents that should be delivered and This step should result in the deliverable for which your project was designed.
The project Execution phase includes the following templates - 
  1. Project Management Plan
  2. Business Plan for Dummies
  3. Time and Task Management Templates
  4. Change, Risk and Issue Management Templates
  5. Communications and Quality Management Process Templates
  6. Procurement Management Process
  7. Budget and Cost Management Templates

Task Management

Task Management is an activity that can be done in projects or day to day team tasks. Here we provide templates that will help project managers and team leaders equally when it comes to task management.

Project Trackers and Gantt Chart Templates

Tracking project progress is a routine activity for any PM. Below are some of the best templates for project tracking and Gantt charts.

MS Project Templates

MS Project or MPP sample templates for project plans and tracking.

Project Dashboard Templates

Project Dashboards are a common and easy way to display project status or issues. Types include simple, portfolio, heat map, team status, multiple and single projects, executive dashboards.
  1. Simple Excel Project Management Dashboard
  2. Project Management PPT Dashboard
  3. Portfolio Dashboard Excel Template
  4. Portfolio Dashboard PPT Template
  5. Team Status Dashboard using Excel and PPT
  6. Multiple Project Dashboard
  7. Executive Dashboard using PPT
  8. Project Heat Map
  9. Executive Project Dashboard Template
  10. Financial Dashboard
  11. PMO Dashboard
  12. Agile Dashboard Excel Templates
  13. One page Project Manager Dashboard
  14. Excel Task Tracker Dashboard Template
  15. List of all Project Dashboards

Project Status Report Templates

Status reports are a key part of project management. Below are the different types of status reports.  Types of the status report are simple and basic template, one-page word, excel, PPT, monthly, team status report, MS Project Status Report, multiple project status reports.
  1. One Page Weekly Word Status Report Template.
  2. Excel Project Status Report Template
  3. PowerPoint(PPT) Status Report Template
  4. Monthly Project Status Report Template PPT
  5. Detailed Version of Weekly Excel Project Status Report
  6. Multiple Project Status Report Template Excel Template
  7. Email Status Update Template
  8. Agile Project Status Report Template
  9. RAG Status Reporting Template Excel
  10. QA Status Report Template Excel
  11. Gap Analysis Template
  12. Project Milestone Template
  13. Program Status Report Template
  14. Create an Impactful Project Status Report
  15. Create a Heat Map in Excel - 10 Simple Steps
  16. Tracking Progress Status With A Monthly Report Template
  17. Project Status Update Email Sample: Templates and Examples
  18. Earned Value Management Template
  19. Daily Status Report Template
Agile has become the norm at this time. Having a set agile template will help any project manager to get a head start on the projects. In our Agile Tool Kit, we have Sprint planning, product backlog, dashboard, sprint capacity planning, and agile project plans to start with. It is important that these templates be used after reading our basis of agile project management.
  1. Sprint Planning and Tracking Excel Template
  2. Excel Product Backlog
  3. Agile Project Management Dashboard
  4. Sprint Capacity Planning Excel Template
  5. Agile Project Plan Template
  6. Sprint Retrospective PPT Template
  7. Scrum Meetings Best Practices
  8. Scrum Board in Agile Project Management
  9. Agile Project Status Report Template
  10. Kanban Board Template
  11. Agile Product Backlog Template
  12. Burndown Chart Templates
  13. Issue Log Template for Prince2 and Agile
Agile Project Status Report Template
Agile Project Status Report Template

Registers and Logs Templates

Every project needs registers and logs for maintenance. Types of templates include risk, change and decision registers.
  1. Risk Register Excel Template 
  2. Risk Management Process Step
  3. Change Management Templates 
  4. Excel Decision Log 
  5. Excel Issue Log Template 
  6. Project Benefits Excel Register
  7. Stakeholder Register Excel Template
  8. QA Defect Tracker with Dashboard
  9. Root Cause Analysis Template
  10. Action Plan Template Excel
  11. Daily Work Log Template
  12. Action Item Tracker Excel Template
  13. RAID Log Template Excel
  14. Employee Skills Matrix
  15. Benefits Realization and Benefits Management
  16. Team Leave Plan Calendar Template
  17. Incident Report Template
  18. Help Desk Ticket Template
  19. Change Request Template
  20. Matrix Management Example
  21. Change Management Plan Template - Sample and Example
  22. Application Impact Excel Heatmap Chart

Project Management Knowledge Areas

The 10 knowledge areas include Integration Management, Scope Management, Time Management, Cost Management, Quality Management, Human Resources Management, Communication Management, Risk Management, Procurement Management, and Stakeholders Management. Listing a few templates covered under these process groups - 
  1. Project Integration Management
  2. Procurement Management Plan
  3. Implementation Plan Template
  4. Scope Management
  5. Stakeholders Management
  6. Quality Management
  7. Communication Management
  8. Human Resources Management
  9. Risk Management
  10. Cost Management
  11. Configuration Management

Change Management Templates

Change is a continuous process that needs active management and monitoring. While it is difficult to say where organizational change starts and stops, it is essential that you know how to use the proper management tools at the right time. Check out all change management templates:

Business Templates

Templates and plans which will provide your business with the transparency and accountability to successfully implement your goals and strategies. Templates included are:

Project Closure Templates

This final step can be seen as a way of preparing for the next project. You are looking back on the effectiveness of these last three steps and drawing out relevant lessons for the future. 
  • The importance – Although it’s easy to overlook this step of the project management lifecycle, it will have a huge impact on how effective your attempts are in the future. The Closure is also about returning resources so that other groups are able to access them. 
  • Roles - An administrator tasked with recording the project and any relevant lessons 
  • Activities - Transferring deliverable to the next group or customer, Relinquishing resources to other projects/groups, Recording lessons learned for future use and Closing out any administrative elements.
See our Website Index for all the free resources on Project Management.

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