Fillable Printable Blank Project Management Templates
Fillable Printable Blank Project Management Templates
Blank Project Management Templates
Blank Project Management Templates
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Please feel free to copy any of the attached documents.
You can alter any of them to suit the needs of your
specific project or organization.
If you want information about the services provided by
Project Agency please call 0208 446 7766 or email
Note: in supplying these templates, Project Agency cannot be held responsible for
how they are completed!
event@projectagency.com
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tel: 020 8446 7766
2
Listed below are some forms you will find on the next pages.
Please complete the forms as appropriate. Please note, completing the forms is an aid to
help you deliver your projects, not an end in itself.
Page No.
♦ Defining Project Responsibilities 3
♦ Stakeholder Analysis 4
♦
Milestone Chart 5
♦ Milestone Report 6
♦
Variation Form 7
♦
Risk Log 8
♦
Business Case Form 9
♦
Project Definition Form or PID 10
♦
Project Reporting Form 12
♦
Highlight Report 13
♦
Change Control Form 14
♦
Change Control Log 15
♦
Actual V Planned 16
♦
Project management check sheet 17
These project management templates have been produced for open distribution to anyone.
Please feel free to pass them onto friends or colleagues. The forms have been used by
professional staff at all levels – staff who have to deliver projects. Some of these projects are
small quick delivery (less than a month), others large long term projects which cost significant
sums of money.
We would be delighted to hear how you used these forms and how useful they were in
supporting the delivery of your project. Please email . Do look at
where you can find a range of information, products and services.
Finally, good luck with all of your projects and we would be delighted to talk with you about
any project management issues you may have. Call on +44 (0)20 846 7766 or email
www.projectagency.com
event@projectagency.com
event@projectagency.com
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tel: +44 (0) 20 8446 7766
Defining Project Responsibilities
PERSONNEL
TASKS/ACTIVITIES
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tel: +44 (0) 20 8446 7766
Stakeholder Analysis
The purpose of stakeholder analysis is to inform the project manager and sponsor who should contribute to the project, where barriers might be,
and the actions that need to be taken prior to detailed project planning.
Stakeholder
Their interest or
requirement from the
project
What the project needs
from them
Perceived attitudes
and/or risks
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tele: 020 8446 7766
Milestone Chart
Main milestones/phases shown on higher chart, and sub-milestones for each phase on charts below
TIME [in suitable units -days, weeks, months, etc.]
MILESTONES Responsibility
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tel: +44 (0) 20 8446 7766
Milestone Report
Project:
Date of Milestone meeting/discussion:
Deliverables due Due
date
R/A/G*
Action to take to bring deliverable or task back on schedule
* R = Red flags [off plan - describe in detail: quality, cost, time]
A = Amber [is almost off schedule or will definitely be off schedule NOTE: you may need to agree the precise definition before use]
G = Green flags [to plan or better - show savings]
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tel: +44 (0) 20 8446 7766
Variation Form
Activity
name /No.
Description Date to
be
delivered
Revised
est.
Q/C/T
Reason for delay.
Q/C/T? Explain
Effect on project
Signed: Project Sponsor
Project Manager
Date
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tele: 020 8446 7766
8
Risk Analysis
Score as follows, for Likelihood and Impact:
High = 3, Medium = 2, Low = 1
Nature of
Risk or
Uncertainty
Likelihood
High/
Medium/
Low
Impact
High/
Medium/
Low
Likelihood
x Impact
[Score]
Actions required and who will
take responsibility to manage the
risk
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tel: +44 (0) 20 8446 7766
9
Business Case Form
Please complete the form below and submit it to your project sponsor.
Background to the project (PLEASE KEEP BRIEF)
General aims(s)
Initial Risks
Expected Outcomes
Benefits of running with this project
Initial estimates of cost and time
£:
Time:
Outcome of the business case
Decision from (x x)
Date
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tel: +44 (0) 20 8446 7766
10
Project Definition Form [or PID]
Project Title:
Put here a very brief
title
Sponsor:
Insert actual sponsor name
State below the link with the corporate agenda – the actual wording please.
Put here the actual words in the corporate agenda – showing the link with this project
Project Background: The background to the project. Enough information to inform the reader.
Project Benefits: An outline of what the benefits are to the organisation, individuals or
stakeholders in delivering the project
Project Objectives: The specific objectives for the project. NOTE: the objectives can be one
line or more detailed text.
Project Deliverables: What you will be delivering at the end of the project. NOTE: these are
the what you will have at the end of the project, e.g. a report, a building,
improved service levels etc.
This project will include: This project will not include:
This section defines the boundaries of the
project.
Planning details should not be included at this stage.
Success Criteria: How you will measure the success of the project. NOTE: the success
criteria must be measurable.
Constraints: Examples here can be specific (a skill which the project team must have)
resources, or a legal deadline – NOTE: only include time and money if you
can quantify them.
Key Assumptions: The assumptions you are making in putting this document together.
Project Manager: Who fulfils this role and what they do.
Project Sponsor: Who fulfils this role and what they do.
Project management templates from Project Agency – please alter to suit your needs
Project Agency Tel: +44 (0) 20 8446 7766
11
Project
Board/Steering
Group Members:
Who fulfils these roles
and what they do.
NOTE: may not be
appropriate for
all projects
Project Team
Members:
Budgetn
Resource Costs: Other Costs:
Total costs (attach a breakdown of the overall budget)
•
VAT*– Some projects may have important VAT issues. Have you spoken to accountancy to
discuss these?
Start Date:
Completion Date:
Signature of Project
Manager:
Date:
Approval from Sponsor: Date:
n For your organisation, you will need to liaise with your Finance people in order to develop financial
information that will inform project delivery. The data on this form in relation to finance needs to
be fine tuned to your organisational and project management needs
