Meeting Agenda. Short Status Report. Detailed Status Report. Assumptions Log. Decision Tree Diagram. Issue Log. Risk Breakdown Structure. Risk Identification Questionnaire.
Risk Management Plan. Risk Probability and Impact Matrix. Risk Register. Risk Response Plan. Root Cause Analysis. SWOT Analysis. Procurement Management Plan. Procurement Requirements. Stakeholder Analysis. Stakeholder Management Plan. Stakeholder Register. The executing processes are performed to complete the work defined in the project management plan to satisfy the project specifications. Mileage Log. The monitoring and controlling processes are required to track, review, and regulate the progress and performance of the project.
In this phase, project managers identify any areas in which changes to the plan are required and initiate those corresponding changes.
Change Request Form. Control Chart. Project Status Report. Variance Report. The closing processes are performed to finalize all activities across all process groups and formally close the project or phase.
Lessons Learned. Phase Acceptance. Project Acceptance. Release Human Resources. Get Your Ebook. MyPM is a proposal management company. Our professionals average more than 20 years of experience providing proposal services in response to government and business solicitations. In addition, we provide post-award project management support.
Need a Complete Set of Templates? Initiating Process Group. Business Case Statement of Work. Project Charter Kickoff Meeting Agenda. Kickoff Meeting Checklist Stakeholder Register. Planning Process Group. The planning processes are those that are required to establish the scope of the project, refine the objectives, and define the course of action required to attain the objectives.
Scope Management. Time Management. Activity Attributes Activity Duration Estimates. Activity List Milestone List. Project Schedule Schedule Management Plan. Cost Management. Activity Cost Estimates Basis of Estimates. Expense Report Resource Breakdown Structure. Quality Management.
The following documents help project leaders track and manage project-related expenses. They also enable managers to create resource allocation and cost strategies that drive both efficiency and productivity without breaking the bank. Essentially, a project represents the desired outcome when a set of related tasks is completely delivered.
Simply put, a project is the sum of its component tasks. This is why project managers diligently monitor the progress of each deliverable, especially those with significant dependencies. Such documents enable managers to set priorities, clarify role ownership, assist struggling stakeholders, and ensure that no major roadblocks will emerge down the line.
The following templates will help you hold each member of the team accountable and ensure that deliverables are met on time, within budget, and on par with expected quality standards. Good time management leads to excellent project results. It helps form a well-organized team that runs on schedule and achieves success predictably like clockwork. So use these templates to optimize the two most valuable resources a project has: talent and time.
Track the project and log all the relevant stuff that did not meet your expectations. Make everyone aware of the challenge and deploy the right resource to fix the issue. If doing so is not enough, you can initiate change and recommend a better alternative. These issue tracking template and change request form are just the right tools to set everything right. Never let project performance become a guessing game. Stay on top of the situation by having visibility and control over all the facts on the ground.
After all, projects have specific benchmarks against which team and individual performance can be measured. This KPI monitoring template can help you track relevant metrics and keep the project running according to plan. These templates clarify the structure, accountabilities, and interdependence of all teams in the project. They can also serve as ad-hoc directories to quickly identify and connect with stakeholders.
The success of a project depends on an effective communication system. Not only should messages be clear, but they should also reach all stakeholders in a timely, efficient, and powerful way. Remember, collaboration and conversation enable project management professionals to take the right action, fix issues, and build better solutions. These templates will help you keep everyone updated and always on the same page.
Create informative and actionable meeting notes to establish clarity and move teams forward. To succeed in the field, you need to handle a lot of moving parts — from timelines and budget to quality control and issue handling. The processes, practices, and documentation in project management have become standardized over the years. As such, you can find plenty of document templates to meet every-day requirements.
These templates include some of the most commonly used documents in project management. You can download the documents to your device or make copies in your cloud storage. These can always be repurposed by every team in your organization. Remember, you can customize or fine-tune any of the documents listed here to fit your specific project or operational environment. To get started on project management, you can check our Project Management Basics course.
If you need advanced training, we have a library of bite-sized lessons to keep your skills sharp. Joseph Mapue wears his writer's hat wherever he goes, crafting top-notch content on business, technology, creativity, and innovation.
He is also a dreamer, builder, father, and gamer. What are the top business skills that can help you thrive in any workplace environment? Check out this business skills list to find out. Learn about project quality management to help enable the highest quality in the delivery of your projects. Toggle navigation GoSkills. Search for courses or lessons Search. See resources. Date 24 February View details. Mind Mapping in Education See how mind mapping is being used in education around the world!
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