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Project Management Toolkit (47 Templates)
Project Management Toolkit (47 Templates)
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Enhance your project management skills with our toolkit. It includes 47 document templates and 6 guides for each project phase to streamline your process. Increase efficiency and success rates with this comprehensive toolkit for project success.
Adapt to your organisation's needs.
Includes;
- Demand Management - Choose the right projects to focus limited resources on
- Project Initiation - Start your project in the best way possible. Iron out the kinks before they become major problems.
- Project Planning - Make sure you know who is doing what and when. Introduce a framework for managing different scales of project; Small, Medium or Large.
- Project Execution - Control your delivery stages and tame the chaos.
- Monitoring & Controlling - Oversee and report on progress to ensure your projects are under control.
- Project Closure - Produce lessons learned reports and get better with each project cycle.
- Word, Excel & Powerpoint formatted
Contents;
| Project Phase | Document | Purpose |
| The Process | Project Process Overview.pptx | High-level overview of the project management process. |
| Demand Management Process.pptx | Guidance on managing project demand. | |
| Project Initiation Phase Guide.pptx | Guide for initiating projects. | |
| Project Planning Phase Guide.pptx | Guide for planning projects. | |
| Project Execution Phase.pptx | Guide for executing projects. | |
| Monitoring Controlling Phase Guide.pptx | Guide for monitoring and controlling projects. | |
| Project Closure Phase Guide.pptx | Guide for closing projects. | |
| Demand Management | Feasibility Study.docx | Assess project feasibility. |
| Lean Canvas.docx | Business model representation. | |
| Project Assessment Risk vs Reward.xlsx | Evaluate project risk and reward. | |
| Project Business Case.docx | Justify project investment. | |
| Project Request Form.docx | Request approval for a new project. | |
| Project Assessment Effort vs Reward.docx | Assess project effort versus reward. | |
| Initiation | Benefits Realisation Plan.docx | Plan expected project benefits. |
| Project Charter.docx | Define project purpose, scope, and objectives. | |
| Project Roles and Responsibilities Template.docx | Define team roles and responsibilities. | |
| Project Scope Template.docx | Define project scope and deliverables. | |
| Stakeholder Analysis & Communications Plan.docx | Identify stakeholders and communication strategy. | |
| Execution | Deliverable Acceptance Form.docx | Formal acceptance of project deliverables. |
| Issue Log.xlsx | Track and manage project issues. | |
| Meeting Minutes Template.docx | Document meeting discussions and decisions. | |
| Performance Reporting Template.docx | Report on project performance. | |
| Procurement Audit Checklist.docx | Ensure procurement compliance. | |
| Project Status Report.docx | Summarise project status. | |
| Quality Audit Checklist.docx | Verify quality control measures. | |
| Team Development Plan.docx | Plan team development and training. | |
| Work Package.docx | Define specific work components. | |
| Planning | Budget Tracker.xlsx | Track project budget. |
| Change Management Plan.docx | Plan for managing project changes. | |
| Gantt Chart Template.xlsx | Schedule project activities. | |
| Human Resource Management Plan.docx | Plan resource allocation. | |
| Procurement Management Plan.docx | Plan procurement activities. | |
| Project Plan.docx | Define project approach and schedule. | |
| Quality Assurance Plan Template.docx | Ensure project quality control. | |
| Requirements - Service Level Requirements.docx | Define service level expectations. | |
| Requirements Document.docx | Document project requirements. | |
| Resource Plan.docx | Plan project resources. | |
| Risk Management Plan.docx | Identify and manage project risks. | |
| Schedule Management Plan.docx | Manage project schedule. | |
| Scope Management Plan.docx | Define project scope management. | |
| Support and Maintenance Plan Template.docx | Plan post-project support. | |
| Test Plan Template.docx | Plan testing activities. | |
| Vendor Management Plan Template.docx | Manage vendor relationships. | |
| Work Breakdown Structure - Website Build Example.docx | Example of project task breakdown. | |
| Monitoring & Controlling | Change Management Process Diagram.jpg | Visualise change management process. |
| Change Management Process.docx | Describe change management steps. | |
| Procurement Performance Report.docx | Evaluate procurement performance. | |
| RAID (Risk - Actions - Issues - Decisions) log.xlsx | Track risks, actions, issues, and decisions. | |
| Request for Change Template.docx | Document change requests. | |
| Risk Log.xlsx | Track project risks. | |
| Risk Treatment Template - Empty.docx | Plan risk treatment actions. | |
| Closing | Benefits Realisation Review.docx | Review project benefits achieved. |
| Lessons Learned Document.docx | Document project lessons learned. | |
| Post Implementation Report.docx | Evaluate project implementation outcomes. | |
| Project Closure Report Template.docx | Formally close the project. |
"Alan's expertise was central to guiding our company to achieve ISO 27001 and ISO 9001 certifications, a testament to his profound knowledge and dedication."
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"I very much liked the training I got access to. It was nicely laid out and explained, much cleaner and to the point than others I've looked at... Match it with your document pack, and it's a way better offer than most of what I've seen!"
- Johan Rydmark
"Cannot thank Alan enough for his support in applying for our ISO accreditation at Helpthemove. Alan made what initially seemed complex, a much simpler process by breaking it down into a project plan, keeping us on task and making sure we sailed through our assessment. Highly recommend!"
