Free eBooks and Tools-1

Work Breakdown Structure Dictionary Template

Work Breakdown Structure Dictionary Template This WBS Dictionary template enables you to identify the complete project requirements and their details for each work package. It is an important document because it enables those who are responsible for producing a work package to understand the exact scope of this work. This WBS Dictionary template enables you…

Project Testing Report Template

Project Testing Report Template The testing report template is an essential document for any project manager and plays a key role in how stakeholder and user expectations are managed. Its creation is one of the key activities that monitors’ the final stages of any project. The regular ‘testing report’ that is produced throughout its life…

Stakeholder Register Template

Stakeholder Register Template This template records the output of identifying your project stakeholders and collates all the information required to understand the needs and expectations of each stakeholder enabling you to define the most appropriate way to manage this relationship. This process involves assigning a category to each stakeholder that helps you classify the level…

Stakeholder Management Plan Template

Stakeholder Management Plan Template This stakeholder management plan template will enable you to identify and categorize your stakeholders in terms of their ‘interest’. The level of interest for each stakeholder is defined by assessing three key facets as they relate to that individual and the project. A stakeholder of a project can come in many…

Scope Management Plan Template

Scope Management Plan Template A critical part of project management is the ability to manage the project scope from its inception through to sign-off. This template is designed to enable you to produce an effective scope management plan. This plan ensures that everyone has a common and thorough understanding of the projects overall objective and…

Schedule Management Plan Template

Schedule Management Plan Template This schedule management plan template allows you to create an appropriate schedule management plan in sufficient detail for your project. It defines for each project resource how it will be measured, the guidelines of performance measurement, level of accuracy and control thresholds that are acceptable for this project. The work breakdown…

Requirements Management Plan Template

Requirements Management Plan Template This template enables you to record and define all the project requirements whether they are product or project based. It provides a structured and documented framework that is fundamental to the management of project scope. This plan defines how project requirements are collected, analyzed, monitored and managed. This document ensures that…

Responsibility Assignment Matrix (RAM) Template

Responsibility Assignment Matrix (RAM) Template This template enables you to define and record the different roles and their associated responsibilities as they relate to your project. It allows the impact of cross-functional projects to be identified and managed effectively within the organization. An essential element of any successful project is the ability to identify potential…

Quality Management Plan Template

Quality Management Plan Template This template guides you through the production of a quality management plan that communicates to your stakeholders, project team and third parties the importance you place on producing quality products and services. It enables you to clearly indicate the quality requirements and boundaries of acceptance for all products and shows how…

Post Implementation Review Template

Post Implementation Review Template This post implementation review report template provides you with a guided structure for reviewing and capturing the resulting recommendations so that you can update the necessary processes for future use. An important aspect of any project and its associated management is the way in which it is monitored and managed. There…

Project Management Plan Template

Project Management Plan Template This project management plan template ensures that you have included every section necessary for the success of your project. In the case of smaller projects, this plan can serve as a self-contained planning document. However, in larger projects it makes more sense to create a series of subordinate plans for each…

Procurement Management Plan Template

Procurement Management Plan Template This procurement management plan template guides you through defining the framework that will be used throughout a project to procure the necessary resources. This identifies the products, services and resources that need to be acquired or purchased from outside of the project team. It will include the timeframe for each resource…

Organizational Breakdown Structure (OBS) Template

Organizational Breakdown Structure (OBS) Template Project management relies on a formal structure that reflects the approach being adopted for managing the different facets of the project.  There are three simple steps to take when creating your project’s OBS, which will be repeated until the ‘best’ levels are identified. Firstly, depict the complete organization in a…

Configuration Management Plan Template

Configuration Management Plan Template This template helps you to create a configuration management (CM) plan. This resulting document enables you to describe to the stakeholders how configuration management will be managed for their project, list the CM tools that will be used to endorse success. In the creation of a project plan, lower level plans…

Communications Management Plan Template

Communications Management Plan Template This template helps you to produce a project communications management plan. The purpose of this plan is simply to ensure all formal communications with the project stakeholders are managed properly. The need for good and appropriate communications between the project manager and project stakeholders is critical for the success of any…

Assessment of Stakeholder Interest Template

Assessment of Stakeholder Interest Template This stakeholder interest template enables you evaluate who needs to involved in your project and identify your key stakeholders. This stakeholder interest template enables you evaluate who needs to involved in your project and identify your key stakeholders. Once this information has been collected, the project manager can decide the…

Meeting Minutes Template

Meeting Minutes Template This meeting minutes template provides a structured means to record all essential discussion details and findings. Meeting minutes refer to the summarized recording of key information during a meeting. Minutes are used in business and legal meetings to provide a concise summary of events. While not intended to contain the complete details…

Significant Incident Template

Significant Incident Template This Appraisal Form template provides you with all the sections you need to review and record an individual’s performance. You can enter the details of an individuals goals and competencies in terms of their attainment and performance assessment. As part of the annual appraisal process you will agree with each individual which…

Appraisal Form Template

Appraisal Form Template This Appraisal Form template provides you with all the sections you need to review and record an individual’s performance. You can enter the details of an individuals goals and competencies in terms of their attainment and performance assessment. Using goals as a measuring stick for the progress and accomplishment of your employees…

Competency Evaluation Template

Competency Evaluation Template This Competency Evaluation template enables you to keep high-level notes on each team member’s progress in developing their competencies. One of the core driving factors of any business is the competency level of the various team members throughout the company. An individual manager likely has a team of employees that combine their…

Competency Observation Template

Competency Observation Template This Competency Observation template allows you to record in greater detail how and when an individual displayed the required competencies as identified in their last appraisal. The job of a manager includes many different facets. One of the most important areas that a manager must excel in is placing employees in the…

Goal Attainment & Evaluation Template

Goal Attainment & Evaluation Template This Goal Attainment and Evaluation template enables you to track and evaluate an individual’s progress in attaining their annual goals. Every manager that has a team under their watch knows that goal setting is paramount to success. Without goals, the team will wander aimlessly and nothing will be accomplished. Goals…

360° Performance Evaluation Template

360° Performance Evaluation Template This 360° Performance Evaluation template provides you with a set of questions you can ask each of your team members to complete about themselves and the rest of the team to assess performance. 360-degree feedback should be solicited from a team members immediate work circle including subordinates, peers, and supervisors. It…