Explore our collection of frequently used project management templates, conveniently organized by project phase.
Discover our phase definitions and the essential components recommended for each phase of your project here.
Project Phase: Initiate
| Template | Purpose | Tip |
| Sponsor Questionnaire |
Leverage this template when meeting with your project sponsor. This will help establish a robust foundation for your project, fostering strong sponsorship and alignment from the outset. |
Check out our guide 'Conduct Project Sponsor Meeting(link is external)' which is designed to ensure you set clear expectations, align objectives, and capture your Project Sponsor's vision effectively. |
Phase: Plan and Prepare
| Templates | Purpose | Tip |
| One-Page Charter |
A project charter serves as a foundational document that outlines the project's problem statement, objectives, scope, stakeholders, and key deliverables. It provides a clear framework for the project's direction and establishes the authority and responsibilities of the project manager and team. By defining the project's purpose and parameters, the charter helps ensure alignment and accountability among all involved parties. |
Check out our guide 'Completing a Project Charter' and our microlearnings 'Crafting the Perfect Project Problem Statement' and 'Creating an Effective Project Business Case Statement' for help with this template. |
| Project Presentation (Single Source for Charter, Kick-Off Meeting, etc.) | ||
| Stakeholder Map | ||
| Stakeholder Analysis | ||
| Project Information Sheet (All Tabs) |
Phase: Build and Manage
Project Phase: Initiate
| Template | Purpose | Tip |
| Project Status |
This template provides a standardized and concise format for presenting the current progress, key milestones, risks, and overall health of a project, ensuring clear communication and alignment among stakeholders. This template facilitates efficient tracking and reporting of project developments and issues. |