Templates & Tools
Ready-to-use templates for common project management documents and artefacts. All templates are XLSX format — click through for details and download.
ADKAR Assessment Worksheet
A structured worksheet for assessing readiness and guiding individuals through the ADKAR change model — Awareness, Desire, Knowledge, Ability, Reinforcement.
Business Case
Build a compelling business case with this XLSX template: problem statement, options analysis, costs, benefits, risks, and recommendation in one structured.
Business Requirements
Capture complete business requirements with this XLSX template: stakeholder needs, functional and non-functional requirements, priorities, and acceptance.
Change Agent Network
Plan and manage a change agent network with this XLSX template: role definitions, recruitment criteria, communication channels, and engagement tracking for.
Change Charter and Management Plan
Establish change governance with this XLSX template: charter, objectives, scope, sponsorship, milestones, and a structured management plan in one workbook.
Change Impact Assessment
Assess the impact of organisational change with this XLSX template: affected groups, process and system impacts, severity ratings, and mitigation actions.
Change Readiness Checklist
Evaluate change readiness with this XLSX template: leadership alignment, employee awareness, capability gaps, and action items to prepare teams for transition.
Change Training Plan
Plan effective change training with this XLSX template: audience analysis, learning objectives, delivery methods, schedules, and post-training evaluation.
Communications Key Partner Engagement
A template for planning and tracking partner engagement communications across the project lifecycle.
Communications Plan
Plan stakeholder communications with this template: audience, key messages, channels, owners, and schedules to keep everyone informed and engaged throughout.
Competency Compass Self Assessment
A self-assessment template for evaluating competencies across leadership, technical, and behavioural dimensions.
Comprehensive WBS Dictionary
Document every work breakdown structure element with this XLSX template: deliverable descriptions, owners, acceptance criteria, and references in a WBS.
Cost Benefit Analysis Worksheet
Run a thorough cost benefit analysis with this XLSX template: quantified costs, benefits, payback period, ROI, and sensitivity assumptions for informed.
Data Mapping Specification
Define data mapping rules with this XLSX template: source and target fields, transformation logic, data types, validation, and migration test cases.
Decision Making Framework Selector
Select the right decision-making framework with this XLSX template: compare options, criteria, weights, and outcomes to guide structured project decisions.
Delegation Decision Worksheet
A worksheet template for making effective delegation decisions based on task, person, and context.
Earned Value Management EVM
Track project performance with this EVM template: planned value, earned value, actual cost, variance analysis, and performance indices in one XLSX workbook.
Elicitation Session Planner
A session planner template for preparing and conducting elicitation sessions with stakeholders.
Executive Sponsorship Checklist
Secure effective executive sponsorship with this XLSX template: sponsor roles, engagement activities, escalation paths, and sponsorship health checks.
Feasibility Study
A feasibility study template for evaluating technical, operational, schedule, and financial viability of proposed initiatives.
Feedback SBI Prep Worksheet
A preparation worksheet template for delivering constructive feedback using the SBI (Situation-Behaviour-Impact) model.
GRPI Checklist
A team effectiveness checklist based on the GRPI model — Goals, Roles, Processes, Interpersonal Relationships.
Gap Analysis Worksheet
Identify gaps between current and target states with this XLSX template: baseline, desired state, gap descriptions, impact ratings, and remediation actions.
Interface Catalog
A catalog template for documenting system and process interfaces, including inputs, outputs, and protocols.
Lessons Learned
Run an effective post-mortem with this lessons learned template: what went well, what went wrong, root causes, and actionable improvements for future projects.
One on One Meeting
A meeting template for structuring regular one-on-one conversations between managers and team members.
Performance Difficult Conversation Planning
Prepare for difficult performance conversations with this XLSX template: situation facts, impact statements, desired outcomes, and structured discussion guides.
Precedence Diagram Critical Path
A precedence diagram and critical path analysis template for scheduling and dependency mapping.
Procurement and Vendor Evaluation Scorecard
A vendor evaluation scorecard template for assessing and comparing vendor proposals against weighted criteria.
Project Charter
Formalise project initiation with this project charter template: purpose, scope, objectives, stakeholders, milestones, risks, and sign-off in one workbook.
Project Closure and Benefits Realization
Close projects properly with this XLSX template: deliverables handover, lessons learned, benefits realisation tracking, and final stakeholder sign-off.
Project Governance and Status Report
Report project health with this status template: schedule, budget, risks, issues, milestones, and decisions for clear project governance and stakeholder.
Project Workbook
Manage the full project lifecycle with this XLSX project workbook: charter, scope, schedule, risks, issues, decisions, and status in one integrated tool.
Quality Tools Pack
A quality tools pack template including check sheets, control charts, cause-and-effect diagrams, and process flow mapping.
RAID Log
Track risks, assumptions, issues, and dependencies in one RAID log template: owners, impacts, status, and mitigation actions for proactive project control.
RASCI Matrix
A RASCI (Responsible, Accountable, Supportive, Consulted, Informed) matrix template for role and responsibility mapping.
RTM
A Requirements Traceability Matrix (RTM) template for linking requirements through design, test, and delivery.
Reinforcement Plan for Change
A reinforcement plan template for sustaining change outcomes through recognition, measurement, and continuous improvement.
Resource and Capacity Planning
Plan team resources and capacity with this template: demand, availability, allocation, and workload forecasts to avoid overloading teams and creating.
Risk Register
Track project risks with this risk register template: probability, impact, severity, owner, mitigation actions, and response status for effective control.
Scaling Factor Analysis
Analyse project scaling factors with this XLSX template: team size, complexity, and process factors that influence estimating accuracy and project approach.
Stakeholder Management
Manage stakeholders with this template: identification, power and interest mapping, engagement strategies, and communication owners for project success.
Sustaining Change Checklist
Embed change into daily practice with this XLSX checklist: reinforcement activities, habit-building actions, and long-term sustainability tracking for change.
Use Case
Document functional requirements with this use case template: actors, preconditions, main and alternative flows, and exceptions for clear system behaviour.
User Story
Write effective user stories with this XLSX template: role, goal, benefit, acceptance criteria, and story prioritisation for agile product backlogs.
