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It project management template excel3/16/2023 You can break this down by resource requirements if you want to go into more detail.īesides the above, you can also include a list of project stakeholders, roles, milestones, risks, and the completion/success criteria for the project. Project budget: Give a high-level description of the project's budget.You don't have to be accurate down to the day, but a broad explanation of key milestones will help. Project schedule: Give a high-level overview of the project's estimated schedule.Key deliverables: Briefly list the key deliverables at different milestones.Project scope: Use this section to answer the question: "What is the project meant to accomplish?" Focus on both long and short-term goals & objectives, but briefly.Project requirements: Explain the project's requirements in terms of resources - both tangible and intangible - at a high level.For instance, if you're running a campaign to increase traffic to a website, describe how the higher traffic would help the business in achieving its goals. Business objectives: Use this section to describe how the project fits into the business' broader strategic goals.Don't say "increase traffic" say "increase website traffic by 200% in 6 months". It's a good idea to include specific numbers or at least a range. Be very specific about the outcomes you seek. Project objectives: Explain the "why" of the purpose in greater detail.Executive summary: Include a high-level summary of the project, its purpose, and its stakeholders.For example, "Inbound Marketing Campaign to Increase Marketing Qualified Leads for Apple Corporation". A good template to follow is this - " to for ". Make sure it is specific enough to make identification easier. Whether you are using one of the project charter templates below or creating one from scratch, there are a few elements you should always include: In case you need to convince stakeholders of the importance of a project or outline the goals to your team, you will turn to the project charter. The project charter also doubles up as a business case document. It documents everything the project needs and its expected outcomes. This is an important document that outlines the scope, objectives, and stakeholders involved in the project. If you don’t have Excel or Word, you can use LibreOffice as an open-source alternative.Īlternatively, upload the file to your Google MyDrive account. Once downloaded, edit them with your own details and export in your chosen format. In some cases, you will have to give up your email address in exchange for the file (marked as “ Email/Registration required”). Direct file links are marked specifically. To use these templates, simply download them from the links below. Unsurprisingly, most PM templates are made in MS Excel. To help you out, we collected templates from dozens of websites, curated the best ones, and shared them below. There are a number of project management templates online, but few centrally organized resources. If a template has proven to be successful in one organization, there is a good chance it will be useful in yours as well. Instead of creating documents on an ad-hoc basis, you can have a single template for every function that can be used across the organization.īorrowing pre-made templates can also ensure that you use best practices in your planning and reporting. Using templates not only improves your efficiency, it also brings much-needed standardization to your project management process. This is why every project manager usually has a trusted arsenal of project management templates. You would also have a risk register and a plan to tackle all upcoming issues.Ĭreating all these documents from scratch would waste a monumental amount of time. You’d have a broad project plan, a work breakdown structure, and a Gantt chart. There would be a project charter and a communication plan, of course. What documents did you have to create at launch? Think of the last project you had to manage. Why Do You Need Project Management Templates? To get all these templates in a single source, download our exclusive spreadsheet below. Use this section to quickly jump to the project management template you need: Download them, add your own customizations, and use them when necessary. To save you time, we've compiled this massive list of project management documents. These PM templates will help you create all the project documents you need quickly.īeing a project manager means creating a ton of project documents.įrom project charters and project plans to work breakdown structures, you'll be knee deep in Word and Excel creating countless documents. Every project manager needs a good set of project management templates.
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