P
Project & Business Management
Templates for project planning and management, including proposals, plans, reports, and meeting agendas.
62 Templates
DocumentDOCX
A professional template to outline project objectives, scope, timeline, and budget for stakeholder approval.
DocumentDOCX
Defines the project's purpose, goals, stakeholders, and key deliverables to formally initiate a project.
DocumentDOCX
Detailed project planning document covering milestones, resources, timelines, and risk management strategies.
DocumentDOCX
A visual schedule of project tasks, deadlines, and phases for efficient tracking and coordination.
Work Breakdown Structure (WBS)
DocumentDOCX
Breaks down a project into smaller components and tasks to simplify planning and resource allocation.
DocumentDOCX
Tracks estimated vs. actual project costs to manage financial performance and prevent overruns.
DocumentDOCX
Identifies potential project risks, their impact, and mitigation strategies to minimize disruptions.
DocumentDOCX
Regular summary of project progress, including updates on scope, budget, schedule, and issues.
DocumentDOCX
Structured outline of meeting topics, time allocations, and objectives for efficient discussions.
DocumentDOCX
Captures key points, decisions, and action items from meetings for documentation and follow-up.
DocumentDOCX
Introduces the project to stakeholders, outlining objectives, timeline, and team responsibilities.
DocumentDOCX
Identifies key stakeholders and analyzes their interest and influence on project outcomes.
DocumentDOCX
Clarifies roles and responsibilities by defining who is Responsible, Accountable, Consulted, and Informed.
DocumentDOCX
Standardized form to propose, evaluate, and approve changes to project scope or deliverables.
DocumentDOCX
Outlines specific steps, deadlines, and responsible persons for executing project-related tasks.
DocumentDOCX
Summarizes completed work, lessons learned, and overall project performance at closeout.
DocumentDOCX
Documents insights, challenges, and improvements identified during the project lifecycle.
DocumentDOCX
Used to assess project success based on predefined objectives and stakeholder satisfaction.
DocumentDOCX
Provides a real-time visual overview of project KPIs, progress, and risks in one snapshot.
DocumentDOCX
Tracks daily progress, blockers, and priorities in agile or scrum-based project environments.
DocumentDOCX
Graphically represents project tasks, dependencies, and deadlines using a Gantt chart format.
DocumentDOCX
Monitors key project milestones and their completion status to ensure progress alignment.
DocumentDOCX
Allocates and tracks human, material, and financial resources throughout the project lifecycle.
Team Roles and Responsibilities
DocumentDOCX
Defines each team member’s role and expectations to ensure accountability and clarity.
DocumentDOCX
Records project issues, assigned owners, and resolution status to ensure timely follow-up.
DocumentDOCX
Outlines how information will be shared among stakeholders, including frequency and channels.
DocumentDOCX
A concise weekly report on progress, challenges, and next steps shared with the team.
DocumentDOCX
Summarizes work completed for the client, including deliverables, status, and next actions.
DocumentDOCX
Clearly defines project boundaries, deliverables, and constraints to manage expectations.
DocumentDOCX
Covers all the steps required to formally start a project and prepare for planning.
DocumentDOCX
Ensures smooth transition by documenting key project details for incoming teams or stakeholders.
DocumentDOCX
Outlines start and end dates for all project tasks and milestones in a calendar-based format.
DocumentDOCX
Helps forecast and manage team workloads across multiple projects or departments.
DocumentDOCX
High-level overview of multiple projects, their timelines, and strategic alignment.
DocumentDOCX
Tracks progress on team or company-wide Objectives and Key Results to ensure alignment.
DocumentDOCX
A high-level overview of project status, key achievements, and business impact for executives.
DocumentDOCX
Monitors interdependencies between tasks or teams to prevent delays and conflicts.
DocumentDOCX
Ensures new team members or stakeholders are properly introduced to the project.
DocumentDOCX
Organizes backlog items, sprint goals, and estimates for agile team planning sessions.
DocumentDOCX
Documents what went well, what didn’t, and improvement ideas from project retrospectives.
DocumentDOCX
Visual board to track tasks across workflow stages in agile or lean environments.
Project Timeline with Dependencies
DocumentDOCX
Detailed project schedule showing task relationships and critical path.
DocumentDOCX
Defines features, user stories, and constraints for product development projects.
DocumentDOCX
Analyzes Strengths, Weaknesses, Opportunities, and Threats related to a project or plan.
DocumentDOCX
Summarizes discussion points, takeaways, and follow-up items from internal team meetings.
DocumentDOCX
Presents justification, benefits, and cost analysis for project or business initiatives.
DocumentDOCX
Tracks assumptions made during planning to validate or update during project execution.
DocumentDOCX
Captures known constraints such as budget, timeline, or resources affecting the project.
DocumentDOCX
Maintains records of key communications with stakeholders, including dates and summaries.
SpreadsheetXLSX
Maps out project milestones and deadlines on a timeline view (Gantt chart style).
SpreadsheetXLSX
Logs project risks, their likelihood, impact, and mitigation plans.
SpreadsheetXLSX
Identifies project stakeholders with contact details, roles, and influence levels.
SpreadsheetXLSX
Tracks project issues, responsible parties, and resolution status to manage progress.
SpreadsheetXLSX
Assigns team members and equipment to tasks, tracking availability and workload.
SpreadsheetXLSX
Monitors project spending vs budget, including cost categories and variances.
SpreadsheetXLSX
Lists tasks with owners and deadlines to ensure completion of project action items.
SpreadsheetXLSX
Outlines topics, time slots, and presenters for efficient project meeting planning.
SpreadsheetXLSX
Records discussion points, decisions, and action items from meetings.
SpreadsheetXLSX
Summarizes project progress, milestones achieved, and next steps for stakeholders.
SpreadsheetXLSX
Provides a structured outline for a business plan, including goals, market analysis, and financials.
SpreadsheetXLSX
Monitors key project milestones and indicates completion status.
SpreadsheetXLSX
Decomposes projects into smaller tasks with responsible owners and timelines.