Managing a project effectively requires not only strong leadership but also the right tools to guide your team through each phase of the process. Over the past 20 years, we’ve collected a set of project management templates that cover every aspect of the project lifecycle—from initiation to closure. These templates are now available in our Project Management Templates Library, and they are designed to save you time and energy so that you never have to “reinvent the wheel.”
Whether you’re just getting started as a project manager or you’re an experienced professional, these templates provide a solid foundation for managing any project. They are based on real-world experience, covering every project phase and ensuring that you have the right documentation at the right time.
What's Included in Our Template Library?
Our collection of templates is organized by the various phases of a project, from initiation to closure. Here’s a breakdown of some of the key resources available:
Project Initiation
- Project Charter: This document serves as the foundation of your project, defining objectives, stakeholders, and the project’s overall scope. It’s your roadmap, providing a clear authorization to start the project.
- Stakeholder List Template: A detailed template for mapping out all project stakeholders and their roles ensures that communication and expectations are well-managed throughout the project lifecycle.
- RASCI Template: Define and track the roles and responsibilities of all stakeholders, ensuring accountability and clarity in who is responsible for each aspect of the project.
Project Planning
- Project Scope Template: This template helps to define the detailed scope of your project, outlining all the deliverables, inclusions, exclusions, and key milestones.
- Schedule/Gantt Chart Template: Ideally, your business will have proper project management software for you to create a project schedule. If not, use this template to visualize your project’s schedule and key milestones.
- Resource Planning Templates: We have two templates to assist with planning your project resources.
- Resource Plan Template: Includes an Org Chart template and a Roles & Responsibilities sheet.
- Staffing Management Plan: Details staffing requirements, Roles & Responsibilities (word format), training, staff acquisition, and much more.
- Project Budgeting Guidance: This extract from our founder, Mike’s book, will help you estimate the project budget, manage your project’s financials effectively, and ensure that your costs stay within the agreed-upon budget.
- Change Communication Plan Template: Use this detailed plan to manage how you communicate the project and any changes to keep all stakeholders informed.
- Risk Planning Guidance: This extract from our founder, Mike’s book, will help you identify potential risks, assess their likelihood and impact, and develop a mitigation strategy.
- Quality Plan Template: Track quality standards, conduct reviews, and manage feedback to ensure that all project deliverables meet specified requirements.
Execution Phase
- Project Status Report Template: Keep your team and stakeholders updated with regular status reports tracking progress, budget, and key issues.
Monitoring and Controlling
- RAID Log Template: This tool tracks risks, actions, issues, and decisions throughout the project, ensuring nothing is overlooked.
- Quality Checklist Template: This document helps you ensure that every aspect of the project meets the required quality standards.
Project Closure
- Acceptance Certificate Template: Use this template to gain formal acceptance from the client for project deliverables.
- Project Closure Checklist: Use this SOP/checklist to ensure that all project activities are properly completed, from final reporting to obtaining client acceptance.
- Project Closure Survey: Gather client feedback after project completion to ensure continuous improvement in your processes.
- Lessons Learned Template: Reflect on the project’s successes and areas for improvement with this detailed lessons learned template, helping you continuously improve your project management skills.
Each template follows the structure outlined in Mike Haile’s book Project Management for Professional Services, which you can find on Amazon. This book walks you through every phase of the project lifecycle, and our templates are designed to implement those lessons.
Frequently Asked Questions (FAQ)
These templates are ideal for project managers of all experience levels. Whether you’re managing small projects or large, complex endeavors, these resources offer the structure you need to ensure success.
Yes! These templates are designed to be flexible and adaptable. You can easily modify them to meet the unique needs of your project or organization.
These templates are based on over 20 years of real-world experience. They’ve been refined through use on numerous projects across different industries and are designed to be practical, not just theoretical.
You can download the templates here.
Project Management for Professional Services, is available on Amazon.
Why Use Templates?
Templates allow you to focus on managing your project rather than creating documents from scratch. Using pre-built templates ensures that nothing is missed and that your project runs smoothly from start to finish. Here’s why these templates are invaluable:
- Save Time: You’ll no longer need to create project documentation from scratch.
- Improve Accuracy: Reduce errors with structured, pre-designed templates.
- Ensure Consistency: Maintain a consistent format and process across all projects.
We are also constantly improving and updating the templates, so be sure to bookmark the page for future reference.
Get Started Today
Don’t waste time reinventing the wheel—download our Project Management Templates today and take control of your projects.
