The Project Management Template Library

Project Essentials - 2012 Update

Project Essentials consists of 20 templates that support the core functions of project management, available as a zipped set for commercial use (USD: $75.) 12 of these templates have been updated in 2012. 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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Communication Plan	View Demo Here Details who requires what information, when, in what format, how it will be delivered, and by whom. Rev 2.2; Excel Spreadsheet ~295Kb
2012 Update! Quality Plan	View Demo Here Explains how the Project Team will identify and meet the appropriate quality standards. Complete rewrite creates a more robust plan. Rev2.3; MS Word Doc ~126Kb (Update available for Commercial License Only)
Resource Plan	View Demo Here Details all of the goods, services, and personnel required by the project (including when they are needed and the projected cost). Rev 2.1; MS Word Doc ~39Kb
2012 Update! Change Control Plan	View Demo Here Describes the process through which changes may be introduced into the project. This update is both more comprehensive and easier to use. Best Practice: Get this document signed by the Project Sponsor early in Planning and use it to control the high level scope definition found in the Project Charter. Later, use the same process to protect the integrity of your project scope baseline. Rev 3.0; MS Word Doc ~90Kb (Update available for Commercial License Only)
2012 Update! Change Request Form	View Demo Here Used by any stakeholder to request a change in the project. When it applies to scope, budget, schedule, quality, risk or Business Value, a formal Change Control Process is invoked. Change Requests are reviewed during regular project meetings. Update provides a much easier document for stakeholders, and supports more complete analysis by the project team. Rev3.0; MS Word Doc ~90Kb (Update available for Commercial License Only)
2012 Update! Change Request Log	View Demo Here Summarizes all project Change Requests and their status, and supports tracking of changes to project baselines. Update provides more complete Change Request information and improved integration with other templates. Rev3.0; MS Excel ~200Kb (Update available for Commercial License Only)
Issue Log	View Demo Here Summarizes all project Issues and their status. Open issues are reviewed at every regular project meeting. Rev 2.1; Excel Spreadsheet ~99Kb
Lessons Learned Document	Record commentary regarding Lessons Learned throughout the project in this form. Provides categories of project work to encourage group discussion. Rev 1.1; MS Word Doc ~39Kb
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 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)
Project Charter Instructions	Instructions on how to fill out a Project Charter. Rev 2.2; MS Word Doc ~58Kb
Risk Management Plan	View Demo Here Explains how the Project Team will identify, quantify, prioritize, and manage project risks. Updated to most recent Risk Management terminology and a tighter fit with the Risk Register. Rev 2.3; MS Word rtf ~152Kb
2012 Update! Standard Risk Register	View Demo Here Use this template to document how the Project Team intends to respond to significant identified risks (threats and opportunities). Includes adjustable risk thresholds, Detectability, separate Threat and Opportunity Registers and a Risk x Detectability chart. Features extensive built-in help, customizable dropdown lists and more. . Rev 1.8; MS Excel 2007 ~664Kb (Update available for Commercial License Only)
2012 Update! Scope Statement	View Demo Here a.k.a. Scope Plan. Describes all of the work – and only the work – required to complete the project. Update provides a more comprehensive understanding of project scope, including high level Business Requirements and Project Management approach. Rev 3.0; MS Word doc ~96Kbb (Update available for Commercial License Only)
Scope Statement Instructions	Explains how to fill out the Scope Statement (i.e. create a Scope Plan). Rev 2.1; MS Word doc ~49Kb
2012 Update! Project Budget Planner	View Demo Here A highly automated, start to finish project budgeting tool. Includes labor hours, labor and non-labor costs, hours and cost annualized and by project phase, post-project operation and maintenance, cost responsibility and cumulative cost curves. Updated to display costs on a monthly basis. Rev 1.1; Excel Spreadsheet ~319Kb 664Kb (Update available for Commercial License Only)
Meeting Minutes	View Demo Here A convenient format for recording minutes from Project team and other meetings. Rev 1.1; MS Word Doc ~27Kb
Status Report	View Demo Here Used to report project status. Provides a consistent format, including an Executive Summary section, for enhanced communication with upper management. Now includes Earned Value. Rev 2.2; MS Word Doc ~137Kb (Update available for Commercial License Only)
Project Close Report	Create this report at the very end of the project when all other work has been completed. The information provided on this template will allow management to evaluate project outcome. When this report is signed off, the project is officially closed. Rev 1.0; MS Word Doc ~130Kbb (This template 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. This template extends any project charter and directly supports the Project Evaluation Tool (see PMO templates). This update includes improved questions and updated scoring. Rev 1.1; MS Excel ~101Kb (This template available for Commercial License Only)
2012 Update! Transition Checklist	View Demo Here A quick check to ensure that deliverables of the project will be brought to full operational status, integrated into ongoing operations and maintained in a sustainable manner. Update provides additional checklist questions and improved formatting. Rev1.2; MS Word Doc ~120Kb (Update available for Commercial License Only)
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