PM Templates

Project Management is not about the tools you have, but it certainly helps to have some tools. I've posted a series of templates and examples i and others have created for starting, running and closing your projects.

If you have a suggestion for improvement please leave a comment below. I'd also like to hear of my work being used, just send an email to markn at enspace dot com or use the contact page here.

PM Checklist This is a lists of outputs of PM processes. This is useful to track what PM outputs are required on your project.

Project Managment Plan This template forms the basis of the Project Management Plan. PM's must use this and tailor it as required by their sponsor. I've also included a completed example PM Plan.

Business Requirement Statement A BRS would typically be used after project initiation to capture the details in the business requirements that drive our project. Each Requirement should be listed in the Requirement Register. I've included a completed example BRS.

Project Status Report This tool is designed for regular use (weekly) to report the status of your project to the Program Manager. This excellent one page status report was designed by Richard Harris of SMS Consulting and is used with permission.

Team Member Status Report On large projects this tool can be used for team members to communicate their status updates to the PM. The PM then would use this to help complete their Status Report to the PMO and sponsor. This was developed by Peta Greensill and is used with permission.

Project Communique : An example document to be used as a template to communicate to large groups of stakeholders about important events in a project that affect them. This should highlight what the effects of any changes will be, who the will affect and what they can do if something goes wrong. It is a good idea to keep these down to one page and send the document out as a pdf to inhibit changes.

Post Implementation Review A PIR is an important part of closing a project. The information gathered will help generate your Lessons Learned files and become part of your enterprise assets for future projects.

Some tools to come...

Example Risk Assessment Process : An example Risk Management Process. (to be uploaded)

Risk Register (to be uploaded)

Issue Register (to be uploaded)

Requirement Register (to be uploaded)

Quality Register (to be uploaded)

Project Budgets (to be uploaded)

This work is licensed under a Creative Commons Attribution 3.0 License. This means you may use it for any purpose, and make any changes you like. I only ask that you include a link back to this page in your credits (contact me to discuss specifics if you are unsure)