The popular Project Management Template

Set with high demand

The kickstart for all project managers:

● Project Management Plan templates and other forms, tools, registers,
● Easy to use and customize, in MS Word, MS Excel or LibreOffice,
● Indispensable for every project.

Buy This tool Click here

30+ most useful templates in project
management
To help you find the template you need easily and quickly, we’ve organized the list into
common categories.

● Project Charters & Project Plans

● Project Tracking and Reports
● Budget Management
● Gantt Charts/Timeline
● Tasks Checklist/To-Do List
● Timesheet Tracking and Work Schedules
● Issue Tracking/Change Request
● KPI Monitoring
● Team Management
● Communication Plans
Project charters & project plans

Project success depends on a clear and complete understanding of goals, priorities,

roles, and timelines. To achieve this, all stakeholders must be on the same page at all
times. Having a full grasp of their specific functions, stakeholders should also possess a
top-level view of the project as a whole. Core documents such as project charters,
plans, and overviews will help you get this done. These documents formalize the
project’s foundation by defining its objectives, scope, component tasks,
stakeholders/teams, schedules, sign-offs, and other relevant information.
 1. Project Overview (Evernote)
2. Strategic Planning (Evernote)
3. MDM Project Charter Template (Matt McCarty, Google Sheets)
4. Project Charter (Danilo Cho, Word)
5. Project Charter (NYU, Word)
6. Project Charter (MyPMLLC.com, Word)

Project tracking, timeline, and Gantt charts

Projects need to be constantly monitored once they are underway. Tracking forms and
report templates give project owners, leaders, and customers the visibility they need to
assess the progress of the project as well as the challenges and opportunities it
currently faces. Among other things, project tracking templates help determine whether
everything is going according to plan, schedule, and budget. Project tracking and
reports also enable managers to make remedial actions well before major roadblocks
occur.

Project timelines and schedules may be created using simple tables but complex
documents with multiple variables should be built as Gantt charts instead. Such
sophisticated documents provide greater detail by showing specific milestones and their
summaries, component tasks, and deliverables, task owners, start and due dates,
dependencies, and other relevant information.

7. Management Dashboard (SmartSheet, Excel)

8. Project Timeline (Smartsheet, Google Sheets)
9. Project Tracking (Smartsheet, Google Sheets)
10. Project Tracking (Vertex42, Excel)
11. Project Schedule (Vertex42, Excel)
12. Project Timeline (Vertex42, Excel)
13. Project Timeline Template (Google Sheets)
14. Gantt Chart (Smartsheet, Google Sheets)

Budget management
Besides being good practice, staying within budget serves as a yardstick for
assessing a project’s health and success. Of course, it also says a lot about the
skill and resourcefulness of the project manager.

The following documents help project leaders track and manage project-related
expenses. They also enable managers to create resource allocation and cost
strategies that drive both efficiency and productivity without breaking the bank.

15. Monthly Budget (Google Sheets)

16. Expense Report (Google Sheets)
17. Project Budget (Evernote)
18. Detailed Project Budget (Vertex42, Excel)

Task monitoring & to-do lists

Essentially, a project represents the desired outcome when a set of related tasks is
completely delivered. Simply put, a project is the sum of its component tasks. This is
why project managers diligently monitor the progress of each deliverable, especially
those with significant dependencies. And this is why task tracking templates and to-do
lists are crucial to a project’s success.

Such documents enable managers to set priorities, clarify role ownership, assist
struggling stakeholders, and ensure that no major roadblocks will emerge down the line.
The following templates will help you hold each member of the team accountable and
ensure that deliverables are met on time, within budget, and on par with expected
quality standards.

19. To-Do List (Google Docs)

20. To-Do List (Vertex42, Excel)
21. Areas of Responsibility (Evernote)
Timesheet tracking & work schedules

Good time management leads to excellent project results. It helps form a well-organized
team that runs on schedule and achieves success predictably like clockwork. So use
these templates to optimize the two most valuable resources a project has: talent and
time.

These documents will help you plan schedules, track time, and ensure that your team’s
pool of talent never goes to waste.

21. Daily Planner (Evernote)

22. Weekly Time Sheet (Google Sheets)
23. Weekly Planner (Evernote)
24. Weekly Timecard (Vertex42, Excel)
Issue tracking & change requests

Things don’t always turn out as planned. But don’t panic when this happens. Track the
project and log all the relevant stuff that did not meet your expectations. Make everyone
aware of the challenge and deploy the right resource to fix the issue. If doing so is not
enough, you can initiate change and recommend a better alternative. These issue
tracking template and change request form are just the right tools to set everything right.
 25. Issue Tracking (ProjectManager.com, Excel)
26. Change Request Form (Google Docs)

KPI monitoring

Never let project performance become a guessing game. Stay on top of the situation by
having visibility and control over all the facts on the ground. After all, projects have
specific benchmarks against which team and individual performance can be measured.
These metrics allow for the accurate assessment of the project’s overall health and
whether it remains on schedule, within budget, and aligned with expectations. This KPI
monitoring template can help you track relevant metrics and keep the project running
according to plan.

KPI Tracker (Smartsheet, Excel)

Team management

Getting everyone on the same page can take some effort, especially if you’re managing
a project that involves several departments. These templates clarify the structure,
accountabilities, and interdependence of all teams in the project. They can also serve
as ad-hoc directories to quickly identify and connect with stakeholders.

28. Team Roster (Google Sheets)

29. Work Breakdown Structure (WBS) (Vertex42, Excel)
Communication plans

The success of a project depends on an effective communication system. Not only

should messages be clear, but they should also reach all stakeholders in a timely,
efficient, and powerful way. Remember, collaboration and conversation enable project
management professionals to take the right action, fix issues, and build better solutions.

These templates will help you keep everyone updated and always on the same page.
Use dashboards to provide a bird’s eye view of a project’s status and performance.
Create informative and actionable meeting notes to establish clarity and move teams
forward. And always cap a completed project with a post-mortem “lessons learned”
session.

30. Management Dashboard (SmartSheet, Excel)

31. Meeting Agenda (Evernote)
32. Meeting Notes (Google Docs)
33. Meeting Notes (Evernote)
34. Post Mortem Presentation (Microsoft, PowerPoint)
35. Post Mortem Analysis Template (Canadian government, Word)

Conclusion
If you hate challenges, you’ll never love project management. To succeed in the
field, you need to handle a lot of moving parts — from timelines and budget to
quality control and issue handling. Managing a project takes skill and discipline,
but fortunately, you don’t always have to reinvent the wheel.

The processes, practices, and documentation in project management have

become standardized over the years. As such, you can find plenty of document
templates to meet every-day requirements.

These templates include some of the most commonly used documents in project
management. You can download the documents to your device or make copies in
your cloud storage. These can always be repurposed by every team in your
organization. Remember, you can customize or fine-tune any of the documents
listed here to fit your specific project or operational environment.

To get started on project management, you can check our Project Management
Basics course. If you need advanced training, we have a library of bite-sized
lessons to keep your skills sharp.