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The Project Management Template Library

Project Initiation Templates - 2012 Update!

Two New Templates in 2012! Project Initiation now consists of 13 templates, available as a zipped set for commercial use (USD: $40). The Commercial license includes free upgrade support for three years.

Some of the demos available below are in .pdf format - you will need Adobe Acrobat Reader to view them. Download it here if you don't have it already.

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Download for Non-Profit Use
Cost Benefit Analysis View Demo Here  A vehicle in which to document the pros and cons of various project approaches and why the current approach was selected. Rev 2.3; MS Word Doc ~235Kb
2012 Update!
Business Project Charter
View Demo Here  Project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, risks and objectives. This project charter may be used in any general business project. Can serve as a companion document to the Project Evaluation Tool (see PMO templates). Rev 2.4; MS Word Doc ~179Kb  (Update available for Commercial License Only)
2012 Update!
IT Project Charter
View Demo Here  IT project charter that may be used for internal IT projects or projects implemented by IT for one or more business customers. Describes what the project is, its benefits, costs, risks and objectives. This charter template is optimized for IT projects. Can serve as a companion document to the Project Evaluation Tool (see PMO templates). Rev 2.4; MS Word Doc ~189Kb  (Update available for Commercial License Only)
2012 Update!
Project Charter Lite
View Demo Here  View Demo Here Quick charter document with much less overhead. Intended for small to medium projects but asks exactly the right questions for any project. Can serve as a companion document to the Project Evaluation Tool (see PMO templates). Update packs more information into a simple format. Rev 1.5; MS Word Doc ~174Kb. (Update available for Commercial License Only)
2012 Update!
PM Charter Supplemental Documents
View Demo Here - The Template Library includes several documents that can supplement the Project Charter in areas of schedule, scope and risk. These include:
  • New in 2012!  Project Charter - Business Requirements –This document provides an easy way to document Business Requirements in your project. Business Requirements are the high level capabilities, conditions, features and functions that drive the project, and are considered essential to effective requirements development (see the BABOK® for further information). Rev 1.0; MS Word ~43Kb (This tempate available for Commercial License Only)
  • 2012 Update!  Project Charter - Deliverables – Scope Document Addendum for the Project Charter. Use this if the Deliverables list is more than one page in length or to store a high level WBS in outline form. Rev 2.2; MS Word Doc ~41Kb (Update available for Commercial License Only)
  • 2012 Update!  Project Charter - Milestones – Schedule Addendum for the Project Charter. Use this to record information about project phases, milestones, phase reviews and project completion criteria. Rev 2.2; MS Word Doc ~54Kb (Update available for Commercial License Only)
  • 2012 Update!  Project Selection Criteria - This document prompts for that information which will be used to compare projects during the project selection process. Can serve as a companion document to the Project Evaluation Tool (see PMO templates). Rev 1.1; MS Excel ~62Kb (Update available for Commercial License Only)
  • 2012 Update!  Quick IT Project Risk Evaluator - View Demo Here - Easy to use tool asks 25 multiple choice questions that provide a surprisingly effective risk evaluation for any Information Technology project. Fully customizable; questions can be changed for any knowledge domain. Risk summary can be printed separately from the questionnaire. Rev 1.2; MS Word doc ~101Kb (Update available for Commercial License Only)
  • Project Charter Instructions Instructions on how to fill out a Project Charter. Rev 2.2; MS Word Doc ~58Kb
    New in 2012!
    Preliminary Project Cost Estimator
    View Demo Here  Simple tool for developing an early estimate of project cost. Sample data are IT focused, but the template is Ideal as an addendum to any Project Charter whether for IT or Business. May also be used as a standalone document. Rev 1.0; MS Excel ~39Kb  (This template is available for Commercial License Only)
    Project Charter Budget Worksheet A Budget worksheet for IT projects designed to help the Charter team develop a reasonably accurate Project Cost Estimate. Includes Operational and Capital costs. Rev 1.3; MS Excel ~54 Kb
    2012 Update!
    SWAGMeister - using PERT for Budgeting
    View Demo Here  This amazing new tool allows you to create a credible project cost estimate even when very little information is available. Makes the well known PERT approach easy to use. Finance will love it! Rev 1.1; MS Excel ~113Kb (Update available for Commercial License Only)
    Flexibility Matrix Analysis This template provides a quick analysis of Triple Constraint factors in your project. Use this AHP tool (forced choice comparison) to learn how you can best manage Cost, Time, Scope and Quality. Rev 1.0; MS Excel ~27Kb (Update available for Commercial License Only)

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    Note: Updates and New Templates are available to commercial customers only.

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