Project Management & Planning Template Examples:
Contents of ZIP file (purchase templates here):
Project Management Templates for both Agile and Waterfall project planning and tracking can be purchased here.
Once purchased, unZIP the sent file package to access all the project management templates arranged by category and folder. All follow on PM template updates/additions are FREE after purchase.
Gallery of ALL Project Management templates…
(also download the Template Inventory PDF file – 15MB)
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Some of the project management templates included are detailed below with associated screenshots:
| # | File Name | Description | Format | Picture |
| Project Management & Planning Template Examples Folder Structure (buy templates here) | Templates are fully editable and once purchased, upgrades to the latest package are FREE. Further information available at this link. | |||
| 1 | MW Benefits Realisation Plan Template | Spreadsheet template for recording project benefits including benefit name and description, current baseline measurement, target realisation start date, target realisation completion date, realisation certainty RAG (red amber green status), realisation profile and benefit owners and sign-off. | MS Excel | Y (1, 2) |
| 2 | MW FAV Financials Tracking Template BASIC | Spreadsheet for tracking project monthly financials including contracted work, forecasts, actuals, variance, expenses, suppliers, annual leave plus appropriate charts. | MS Excel | Y (1, 2) |
| 3 | MW FAV Financials Tracking Template | Comprehensive table spreadsheet for tracking project monthly financials including summary view tab, contracted work, forecasts, actuals, variance, expenses, annual leave, purchase order to statement of work (SOW), suppliers, change requests, pivot tab. | MS Excel | Y (1, 2, 3) |
| 4 | MW FAV Financials Tracking Template Weekly BASIC | Spreadsheet for tracking project weekly financials including contracted work, forecasts, actuals, variance, expenses, suppliers, annual leave plus appropriate charts. | MS Excel | Y (1, 2) |
| 5 | MW Work Order SoW Request – Resource Costs | Spreadsheet for building resource costs for a multi wave, programme statement of work (SoW) including assumptions, scope of work per wave, deliverables and estimated OpEx savings. | MS Excel | Y (1, 2) |
| 6 | MW Home Budget Template | A spreadsheet for tracking home finances and outgoings with charts and pivot tables. | MS Excel | Y (1, 2) |
| 7 | MW Project Meeting Minutes Template | A good word template for minuting project meetings including agenda items, questions and next steps, previous action items, new action items, key discussion points and decisions and the date of the next meeting. | MS WORD | Y (1, 2) |
| 8 | MW Project Organisation Hierarchy Template | Various PowerPoint slide examples of resource organisation hierarchies / charts. The slides also include a ‘build your own’ slide which makes use of the org chart PowerPoint wizard (see screenshot right). | MS PowerPoint | Y (1, 2) |
| 9 | MW Excel Project Plan BASIC Tracker Template | A project task tracker and dashboard spreadsheet for checking task status and progress with the client and project team. Includes task, baseline start date, baseline finish date, forecast start date, forecast finish date, status, percent complete, allocated resource and comments. | MS Excel | Y (1, 2) |
| 10 | MW Excel Project Plan on a Page Template | A useful plan on a page (Gantt POaP) Excel spreadsheet which incorporates both resource allocation and costings aligned across the project timeline. This is useful when constructing Statements of Work (SoW) or working on bids and trying to establish broad stroke costs and time to completion for the project. | MS Excel | Y (1, 2) |
| 11 | MW Excel Project Plan Template | A useful project planner spreadsheet in Excel which essentially presents an alternative to MS Project where either the project manager, client or both don’t have or don’t want to use MS Project (MSP, MPP) for tracking the project tasks and status. This spreadsheet is essentially MS Project represented in an Excel spreadsheet with much of the detail that is required in a comprehensive project plan including charts and resource costings calculated across and aligned to the project timeline. | MS Excel | Y (1, 2) |
| 12 | MW Excel Project Tasks To Think About When Planning | A list of project tasks/stories from the MS Project MPP files (for those who do not have MS Project) to consider and discuss with the team when setting up a Software Development Lifecycle Project (SDLC). Two Excel project planners are included in this folder, which can be tailored/customised as appropriate if you do not have MS Project or you/your client prefer Excel. |
MS Excel | Y (1, 2) |
| 13 | MW MS Project Plan Template PRINCE2 TASKS | A list of PRINCE2 project tasks/stories from the MS Project MPP PRINCE2 file (for those who do not have MS Project) to consider and discuss with the team when setting up a PRINCE2 Software Development Life-cycle Project (SDLC). Two Excel project planners are included in this folder, which can be tailored/customised as appropriate if you do not have MS Project or you/your client prefer Excel. | MS Excel | Y (1, 2) |
| 14 | MW Project Plan on a Page Template | PowerPoint SDLC Plan on a Page (Gantt POaP) templates which includes a number of slides illustrating different ways to show a project plan on a page (over 15 included). | MS PowerPoint | Y (1, 2) |
| 15 | MW MS Project Plan Template BASIC | An MS Project Plan (MSP, MPP) of all major stages in a typical software delivery to be adapted for your project requirements. The plan also includes all Agile Scrum ceremonies if required (Sprints, Sprint Planning, Sprint Retrospective and Daily Stand Ups) or can be altered to a typical Waterfall project. | MS Project MSP MPP | Y (1, 2) |
| 16 | MW MS Project Plan Template MEDIUM | A useful MS Project Plan (MSP, MPP) for project bids showing all major stages in a typical software delivery to be adapted for your project requirements. The bid plan also includes all Agile Scrum ceremonies if required (Sprints, Sprint Planning, Sprint Retrospective and Daily Stand Ups) or can be altered to a typical Waterfall project. | MS Project MSP MPP | Y (1, 2) |
| 17 | MW MS Project Plan Template PRINCE2 | PRINCE2 2017 – MS Project Plan Template
The ZIP file pack contains a Microsoft Project MPP file template for PRINCE2 2017 (it also contains an MS Excel PRINCE2 project plan as a XLS spreadsheet). This can be tailored as required based on the seventh principle of PRINCE2. The Microsoft Project MPP file template for PRINCE2 2017 contains all the stages and activities required by PRINCE2 including all the artefacts required for creation and updating across the project life cycle. Each row is annotated with a description of the activity / task in the notes section for the task. The font colour represents the task requirement as follows:
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MS Project MSP MPP | Y (1, 2, 3, 4) |
| 18 | MW MS Project Plan Template with NOTES | The project plan follows a typical Software Development Lifecycle (SDLC) progression through to traditional software test phase cycles, deployment and Early Live Support (ELS).
Each Sprint (in the Construction section) can be updated as Sprint backlog stories become known for software deliverables (if necessary or kept generic as just numbered sprints). If Agile entries are deleted from the plan in favour of a Waterfall approach, software/document deliverables can be added in their place in their respective sequence of delivery. The plan contains a Comments column for further information to be added as required to explain the purpose of a task entry. Some comments have already been added. |
MS Project MSP MPP | Y (1, 2, 3) |
| 19 | MW RACI VS Template | A good RACI project template. RACI is an acronym for responsible, accountable, consulted and informed. A RACI chart is a way to assign responsibility and roles to team members who are tasked with creating deliverables in a project. It defines their roles and responsibilities in the team and the overall project.
It’s a simple tool that takes each task in a project and assigns the roles and responsibilities attached to it. This makes it clear who is doing what in the project and avoids any confusion, which can slow down production and eat into costs. Responsible |
MS Excel | Y (1, 2) |
| 20 | MW Agile Story Dependency Tracking Template | A useful Agile tracker for client facing projects. A number of Agile stories will have hard internal or Client/Customer dependencies and cannot progress without some Client/Customer work for say, unblocking firewalls or some Client supplier management for ensuring API connectivity across middleware/platforms. Not all stories need to be tracked of course but those that have a dependency on another project stakeholder(s) may need much closer tracking. This especially if there is a need for a project change request which incurs cost due to unfulfilled Customer dependencies (delays). This tracker (along with the RAIDs log) becomes a useful audit trail of activity for the Agile project to detail reasons for the need for a project change request. |
MS Excel | Y (1, 2) |
| 21 | MW RAIDs Tracking Template BASIC | Example simple RAIDs log template which can be used to track Risks, Assumptions, Issues and Dependencies (and other lists) for the project. | MS Excel | Y (1, 2) |
| 22 | MW RAIDs Tracking Template FULL | Example RAIDs log template which can be used to track Risks, Assumptions, Issues and Dependencies (and other lists) for the project. There is also a more basic RAIDs log included in the pack so you can choose which is the most appropriate. | MS Excel | Y (1, 2) |
| 23 | MW RAIDs Tracking Template with Project Streams MERGED | Example Wave, Programme RAIDs log template which can be used to track Risks, Assumptions, Issues and Dependencies (and other lists) for the Programme. This RAID log includes a tab for each Wave of a Programme of work and offers a concise way of tracking RAIDs per stream of work. There is also a more basic RAIDs log included in the pack so you can choose which is the most appropriate. | MS Excel | Y (1, 2) |
| 24 | MW Project Plan and FAV Walkthrough | This document provides a step-by-step walk-through guide to the accompanying;
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MS WORD | Y (1, 2) |
| 25 | MW Annual Leave Tracking Template | A comprehensive annual leave spreadsheet for tracking resource allocation and time on a project. Also includes a table pivot and charts for easy read out of annual leave to date along with sick leave and other time off project. | MS Excel | Y (1, 2) |
| 26 | MW Project Resource Tracking Template | A resource on-boarding and look-up spreadsheet for recording resource location, department, full or part time, role, line manager, cost, grade, start date etc. | MS Excel | Y (1, 2) |
| 27 | MW Stakeholder Analysis Plan Template | A spreadsheet for tracking client project stakeholders including a bitmap to plot influence and impact (inform, engage, consult, involve) of the stakeholder on the project direction and decision making. Includes all typical stakeholder information and can also be used as a contacts list as the project progresses. | MS Excel | Y (1, 2) |
| 28 | MW Weekly Monthly Project Status Report | A good weekly / monthly project status report for client and internal reporting of project health. Includes title page, contents, management summary, decisions required, project status, progress and priorities, milestone status, plan on a page (Gantt POaP), key risks and issues, risks matrix, issues matrix, change control and next update slide. | MS PowerPoint | Y (1, 2) |
| 29 | MW Weekly Project Status Report BASIC | A good weekly project status report to summarise progress this week, plans for next week, risks and issues, milestone dashboard and the plan on a page (Gantt POaP). | MS PowerPoint & Excel | Y (1, 2) |
| 30 | MW Weekly Project Status Report | A comprehensive Microsoft Word format weekly status report which includes project summary, progress this week, plans for next week, risks, issues, dependencies, client obligations, decisions made, deliverables, change requests etc. | MS WORD | Y (1, 2) |
| 31 | MW Agile Burn Down Chart | An example Agile Burn Down Chart and Burn Up Chart in Excel were there is no access to Agile tools like Jira. Tailor this Excel spreadsheet as appropriate for your Agile Scrum project. | MS Excel | Y (1, 2, 3. 4) |
| 32 | MW MS Teams Planner & To Do Walkthrough | Walkthrough guide to using MS Teams Free Planner and To Do App for tracking Agile projects. | MS WORD | Doc. |
Mark Whitfield 