Project Management Templates
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Top Project Management Tools & Templates
Action Item List
An Action Item List is a simple tool for tracking tasks, owners of tasks, and the time frame that tasks need to be completed during a project.Learn More »
Agile Project Management
Agile Project Management is a project management process in which each step of the project is broken into smaller sections or iterations. These iterations begin in the idea generation stage and continue through project completion.Learn More »
Balanced Scorecard
A Balanced Scorecard is a model that summarizes an organization’s high-level strategic goals, initiatives designed to reach those goals, and metrics, or key performance indicators, that monitor success over time, and shows how they are connected to the mission, vision, and core values of the organization. It is a strategic planning tool used ubiquitously in organizational management that clearly and concisely communicates what the organization has set out to achieve and how it proposes to do it.Learn More »
Benchmarking
Benchmarking is the process of comparing an organizations performance to those of the top standards in the industry, which can be another organization within the industry or an organization in another industry that operates at the level that the industry is hoping to achieve.Learn More »
Benefits Realization Methodology
The Benefits Realization Methodology is a solution to the problem of actually measuring how successful projects are by measuring their value to the company that uses them. It was developed to assist organizations in effectively measuring the success of their projects, defined as profits resulting from implementing a project.Learn More »
Burning Platform
A Burning Platform is a metaphor used to explain the necessity of change despite the fear of the unknown consequences. This metaphor was derived from the fatal explosion of an oil drilling platform in which one survivor had to chose to jump into a sea of burning oil rather than burn on the platform. This metaphor serves to describe a situation in which action (i.e., costly change) is required and maintenance of the status quo is no longer an option as doing so would be even more harmful.Learn More »
Critical Path Chart
A Critical Path Chart is a project management tool that can be used with any project containing interdependent tasks, actions, or activities.Learn More »
Critical Path Method
Critical Path Method (CPM) Project Management is a step-by-step project management process in which the project is split into the most critical, smaller tasks that progress from idea generation to project completion.Learn More »
Critical Success Factors
Critical Success Factors are the core actions that underlie an organization’s strategic objectives that must be accomplished at the highest level possible in order to achieve the overall goals and mission of the organization.Learn More »
Focus Groups
Focus Groups are groups of individuals who are gathered to observe a new product or discuss a particular topic in order to give organizations a chance to preview customer reactions. They are also used to gauge employee reactions to an organization’s change program. Learn More »
Five Whys Process
The Five Whys Process provides business leaders and managers with a simple and easy to understand methods used in the Analyze phase of DMAIC (Define, Measure, Analyze, Improve, Control) within the Lean Six Sigma process.Learn More »
Gantt Chart
A Gantt Chart is a project management tool that uses a bar chart format to lay out each activity required to complete a project.Learn More »
Gap Analysis
Gap Analysis is a method of determining how an organization’s current state differs from its desired future state and the steps it needs to take to achieve desired performance results.Learn More »
Go-Live Plan
A Go-Live Plan is the steps that should be taken before actually implementing a change program. Successful Go-Live Plans require preparation, specific action to be taken, a contingency plan in case one is needed, proper resources, and thorough consideration given to the risks associated with the change. The purpose of having a Go-Live Plan is to help ensure that the actual transition runs smoothly.Learn More »
Integrated Project Management (IPM)
Integrated Project Management (IPM) involves coordinating all of the various resources and stakeholders that are involved in a project to make sure that each department is working consistently. Specifically, IPM requires that each business unit share all relevant information about the project goals.Learn More »
Issue Tracker
An Issue Tracker is a management tool for tracking incoming issues, often related to a customer support center or software development program.Learn More »
IT Roadmap
An IT Roadmap is a strategic tool used to plot out at what stages and which technologies will be used to support and implement a new project. An IT Roadmap can be used to explain why a project is important and why the related technological support is required.Learn More »
Key Outcome Indicators
Key Outcome Indicators help measure the overall performance and success of an organization. Many companies use Key Outcome Indicators across departments to measure the success of specific groups and the organization as a whole.Learn More »
Key Performance Indicators (KPIs)
Key Performance Indicators (also known as KPIs) help measure the overall performance and success of an organization. Many companies use KPIs across departments to measure the success of specific groups and the organization as a whole. In addition, Key Performance Indicators are a helpful tool in decision-making since they create visibility into the measurable success factors of an organization. KPIs can also be used to understand where a team, department or organization stands with respect to the implementation of its strategies, goals and projects.Learn More »
Leading & Lagging Indicators
Leading and Lagging Indicators are two types of measurements used when assessing performance in a business or organization. The difference between the two is that a leading indicator can influence change and a lagging indicator records only what has happened in the past.Learn More »
Meeting and Project Roles Template
In order to avoid wasting valuable time on team meetings which lead to no clear outcome, use the Meeting and Project Roles template. This template provides you with a simple structure and outline to identify members of a project team and their duties during regular team meetings.Learn More »
Plan of Record (PoR)
A Plan of Record (PoR) is an approved plan by senior leadership that illustrates an organization’s prioritized initiatives and projects. These initiatives should be in direct alignment with the operational plan that supports the organization’s annual goals and objectives.Learn More »
PMBOK Project Management
The PMBOK Project Management model is a set of accepted industry standards used by companies to manage projects which is documented in the Guide to Project Management Body of Knowledge (PMBOK), and uses 5 steps to successfully manage a project, specifically: initiating, planning, executing, controlling, and closing.Learn More »
Portfolio Management
Portfolio Management centralizes the management of all projects across an organization and their associated components, such as goals, resources, staffing, timeline, and budgets. Portfolio Management provides a high-level overview of the business’ projects and requirements, which allows managers to more effectively prioritize and implement upcoming projects based on ROI, risk factors, and strategic fit. In its broadest sense, Portfolio Management can be applied to any set of projects, but it is most often applied to business strategy and new product innovation management.Learn More »
PRINCE2 Project Management
PRINCE2 stands for Projects in Controlled Environments. As the name would imply, PRINCE2 Project Management is a highly structured project method that involves breaking projects into small, easy to manage stages. The stages are determined based on how they fare in six different categories: scope, length of time, risk, quality, benefits, and cost.Learn More »
PRiSM Project Management
PRiSM stands for Projects Integrating Sustainable Methods. Therefore, PRiSM Project Management is a sustainable method for project management, enabling organizations to complete their projects while integrating environmental sustainability, which would benefit both the organization and society at large.Learn More »
Program Management
Program Management consists of running an interrelated group of projects, called a program. Generally, programs are created with the intent of improving the organization’s current processes and policies or implementing change management.Learn More »
Project Budgeting
Project Budgeting is a project management tool that controls the cost of a project by researching all possible costs associated with a project and combining them to come up with a project budget.Learn More »
Project Charter
A Project Charter lists the main goals of a project as well as a detailed plan for how to attain those goals. This detailed plan involves identifying the relevant stakeholders and determining the roles and responsibilities of each individual involved with the project.Learn More »
Project Dashboard
A Project Dashboard provides an overall measurement of the current status of a project. It is usually presented in spreadsheet format and contains all the key performance indicators relevant to a specific project in one place so that project managers can instantly evaluate progress.Learn More »
Project Portfolio Management (PPM)
Project Portfolio Management (PPM) is a method utilized by project managers to determine what the value would be of investing time and other organizational resources in a particular project. Ultimately, PPM aims to establish the ideal combination of resources and tasks for a project that will promote the financial and procedural goals of an organization.Learn More »
Project Portfolio Timeline
A Project Portfolio Timeline is a tool that can be used to visually plan a series of projects at the same time and provide a broad overview of all the projects happening in an organization at any given time.Learn More »
Project Priority Matrix
Project Priority Matrix is a tool to help business leaders work out what the key priorities for a specific project should be. The tool can also be used to prioritize and select from multiple projects in order to prioritize and select which project among many should be pursued first.Learn More »
Project Purpose Worksheet
A Project Purpose Worksheet provides a simple table for a business leader to outline their own responses to four simple questions related to the purpose of the project and the mission of the business overall.Learn More »
Project Risk Management
Project Risk Management is an approach to project management that helps reduce the overall risk of a project by researching all possible costs and major risk factors associated with the successful execution of the project, including ensuring it remains within the defined budget.Learn More »
Project Schedule
A Project Schedule is a project management tool that outlines the work that needs to be performed for a project, the resources needed, and the timeframe during which completion is expected.Learn More »
Project Scorecard
A Project Scorecard can be used to assess the risk and complexity of a project. A scorecard also indicates how efficient and successful the project is based on various criteria like return on investment or cost containment.Learn More »
Project Screener
A Project Screener Worksheet provides a simple framework for business leaders or managers to validate the premise of a project by asking four key questions designed to enable the creation of a draft goal statement.Learn More »
Project Selection Guide
The Project Selection Guide is a tool used by business leaders and managers to assess whether or not a project should be pursued based on the value of potential improvements, overall meaningfulness to the business, and ability for the project to be managed effectively by the existing team.Learn More »
Project Timeline
A Project Timeline is a display of a list of events in chronological order. It is usually shown as a graphic with a horizontal bar depicting events and related dates.
Project Tracker
A Project Tracker is a tool to help project managers track a project from beginning to end. It itemizes specific jobs within a project by effectively managing work and resources required to complete a project. When each of the tasks is completed, it is checked off and the team can move on.
Purpose Statement
The Purpose Statement defines the basic customer needs the organization exists to fulfill. Not associated with a definitive end point, time frame, or deadline, Purpose Statements essentially answer the question “what business are we in?” in a broad yet focused way.Learn More »
RACI
RACI is an acronym for Responsible, Accountable, Consulted and Informed. RACI Charts or the RACI Matrix are tools for outlining roles and responsibilities within a team or organization to ensure that nothing falls through the cracks.Learn More »
Requirements Breakdown Structure (RBS)
A Requirements Breakdown Structure (RBS) is a hierarchical, usually tree-shaped description of all project requirements which must be present in the end product in order to deliver the expected business value. Whereas a Work Breakdown Structure (WBS) focuses the how of a project, an RBS focuses on the what of a project.
Scenario Planning
Scenario Planning is a process for businesses to think about and plan for the future. Also known as scenario development or scenario analysis, the process typically involves identify external trends and disruptors, exploring how the future could unfold, what the consequences would be for the business, and how to respond.Learn More »
Scrum Project Management
Scrum Project Management is a type of agile project management that involves leading a team from one sprint to the next using time-bound deliverables and action plans.
SMART(ER) Goals
SMART(ER) Goals stands for Specific, Measurable, Achievable, Relevant, Time-Bound, Evaluate and Re-Do. Setting SMART(ER) Goals helps to clarify ideas, focus individual or team efforts and efficiently use time and resources.Learn More »
SMART Performance Metrics
SMART Performance Metrics is a tool used to create criteria to help improve the chances of an organization’s business success. It is an acronym that many businesses use for different purposes, from goal-setting to performance reviews to evaluating innovation.Learn More »
Stakeholder Analysis
A Stakeholder Analysis is a strategy used to identify the individuals in your organization who will and will not support your change efforts. In addition, a stakeholder analysis allows your team to determine how to treat these individuals, and what actions to take with them during the change process. This analysis is useful to ensure that your change management program can be implemented successfully sine these actions help minimize resistance to change.Learn More »
Standard Operating Procedure (SOP)
A Standard Operating Procedure, or SOP, is a document or process outline that has been created to show operators how to carry out a specific task, process or activity. It can be delivered as a document, presentation, workflow document, or even a video.Learn More »
Strategic Goals
Strategic Goals are the high-level, overarching objectives that an organization sets out to achieve over a set timeframe. They articulate what the organization plans to do to fulfill its mission and vision, and they form the foundation for designing and implementing strategic initiatives, which are the actual projects and programs that get implemented in service of accomplishing the Strategic Goals.Learn More »
Strategy Map
A Strategy Map is a clear visual representation of the major strategic objectives of an organization, usually based on a framework or model like the balanced scorecard. This representation is useful for communicating the organization’s strategy in a digestible way to employees at all levels of the organization.Learn More »
Strategy Roadmap
A Strategy Roadmap, also known as a Strategic Roadmap, is a visual depiction of where the organization currently is and where it would like to go in the future, including a plan to get from the current to the desired state.Learn More »
SWOT Analysis
SWOT Analysis is a strategic planning tool that explores an organization’s internal and external environment, including strengths, weaknesses, opportunities, and threats.Learn More »
Task List
A Task List is a prioritized list of all the tasks and responsibilities that need to be performed for a job or role on a team. The list typically shows everything that needs to be done in the order in which it needs to be completed.
Time Card
A Time Card is a tool for employees to track their hours worked. It is either filled in by hand or stamped electronically by a time clock.
To Do List
A To Do List is a prioritized list of all the tasks and responsibilities that need to be performed for a job. The list shows everything that needs to be done in the order in which it needs to be completed.
User Acceptance Testing
User Acceptance Testing, otherwise known as beta testing, is the final step in the change management process where a proposed strategy, technology implementation or product is tested with a group of individuals that are representative of the audience that will be affected by or utilize a new system. These “users” are typically individuals who are employees who volunteer or are requested to try out the new technology or service.Learn More »
Values Statement
Values Statements articulate an organization’s core beliefs and principles that drive performance and behavior. They contain the essential and enduring tenets of an organization.Learn More »
Vision Statement
Vision Statements define and describe the vibrant future an organization wishes to create and achieve. The intention of a vision is to guide, inspire, and motivate people to reach the desired end state for the organization.Learn More »
Voice of the Customer Table
The Voice of the Customer Table is a template which helps business leaders and managers frame the inputs received through the process of carrying out a Voice of the Customer (VOC) exercise.Learn More »
Waterfall Project Management
Waterfall Project Management is modeled after its name, in that the steps in a project flow logically from top to bottom, in a sequential, linear order like a waterfall.
Work Breakdown Structure
A Work Breakdown Structure is a tool used in project management showing a breakdown of a project into smaller, more manageable components.
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Project Management Templates
Manage & track projects quickly & easily
Use expert tools for greater project success