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The Project Management Template Library

Project Essentials

This group of Templates consists of 18 documents. They are available as a zipped set for commercial use (USD: $75), or individually for non-profit use. 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.

Download for Non-Profit Use
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
Quality Plan View Demo Here  Explains how the Project Team will identify and meet the appropriate quality standards. Rev 2.2; MS Word Doc ~37Kb
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
Change Management Plan View Demo Here  Describes the process through which changes may be introduced into the project. This document should be reviewed and customized by the Project Team early in the project. Rev 2.1; MS Word Doc ~48Kb
Change Request Form View Demo Here  Used by any stakeholder to request a change in the project. When it applies to scope, budget, schedule, or quality, a formal Change Control Process is invoked. Change Requests are reviewed during regular project meetings. Rev 2.1; MS Word Doc ~35Kb
Change Request Log View Demo Here  Summarizes all project Change Requests and their status. Rev 2.1; Excel Spreadsheet ~138Kb
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
General Project Charter View Demo Here  Project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, timeframe and objectives. This version may be used by any project. Rev 2.3; MS Word Doc ~140Kb
IT Project Charter View Demo Here  Project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, timeframe and objectives. This version is optimized for IT projects. Rev 2.3; MS Word Doc ~158Kb
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. Rev 2.2; MS Word Doc ~49Kb
Risk Response Plan View Demo Here  a.k.a Risk Register. Risk Assessment Questionnaire Details on 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. Rev 1.4; Excel Spreadsheet ~1584Kb
Scope Statement View Demo Here  a.k.a. Scope Plan. Describes all of the work – and only the work – required to complete the project. If it is not explicitly included in the Scope Statement, it is implicitly excluded from the project. Rev 2.1; MS Word doc ~47Kb
Scope Statement Instructions Explains how to fill out the Scope Statement (i.e. create a Scope Plan). Rev 2.1; MS Word doc ~49Kb
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. Rev 1.0; Excel Spreadsheet ~266Kb
Meeting Minutes View Demo Here  A convenient format for recording minutes from Project team and other meetings. Rev 1.1; MS Word Doc ~27Kb
Monthly 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. Rev 2.1; MS Word Doc ~42Kb


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