Practical tools, templates, and frameworks
This section includes practical tools, templates, and frameworks to help project managers, PMO leaders, and transformation leaders improve delivery, governance, and organizational effectiveness. These resources are grounded in real world experience leading enterprise PMOs, managing complex programs, and supporting organizational transformation.
They are intended to serve as practical starting points rather than fixed final deliverables. Each resource can be adapted to fit your organization, project, or leadership needs, either manually or through thoughtful AI prompting and customization.
Good to Know
If you would like help applying, tailoring, or expanding any of these resources for your environment, please get in touch.
New resources will be added regularly.
Project Support Templates
Discovery / Initiation
DOCProject Management Quick Reference GuideWord document · Source: Microsoft.com↓
DOCProject ProposalWord document · Source: ProjectManager.com↓
DOCProject Charter DocumentWord document · Source: ProjectManager.com↓
DOCProject Statement of WorkWord document · Source: Microsoft.com↓
DOCProject Scope ReportWord document · Source: Microsoft.com↓
Analysis / Design / Planning
DOCProject Management PlanWord document · Source: ProjectManager.com↓
PPTProject Plan Overview Presentation 1PowerPoint · Source: Microsoft.com↓
PPTProject Plan Overview Presentation 2PowerPoint · Source: Microsoft.com↓
PPTProject Plan Overview Presentation 3PowerPoint · Source: Microsoft.com↓
DOCProject Communication Plan 0Word document · Source: ProjectManager.com↓
DOCProject Communication Plan 1Word document · Source: Microsoft.com↓
XLSProject RACI ChartExcel workbook · Source: Microsoft.com↓
XLSProject Weekly Time PlannerExcel workbook · Source: Microsoft.com↓
XLSProject Timeline with Milestones 1Excel workbook · Source: Microsoft.com↓
XLSProject Timeline with Milestones 2Excel workbook · Source: Microsoft.com↓
XLSProject Timeline with Milestones 3Excel workbook · Source: Microsoft.com↓
DOCProject Task ListWord document · Source: Microsoft.com↓
Execution
XLSProject Task TrackerExcel workbook · Source: ProjectManager.com↓
XLSProject Tracking DashboardExcel workbook · Source: ProjectManager.com↓
XLSIssue TrackerExcel workbook · Source: ProjectManager.com↓
XLSProject Risk TrackerExcel workbook · Source: ProjectManager.com↓
XLSProject Status Report 0Excel workbook · Source: ProjectManager.com↓
DOCProject Status Report 1Word document · Source: Microsoft.com↓
DOCProject Status Report 2Word document · Source: Microsoft.com↓
DOCProject Status Report 3Word document · Source: Microsoft.com↓
PPTProject Status Report Presentation 1PowerPoint · Source: Microsoft.com↓
PPTProject Status Report Presentation 2PowerPoint · Source: Microsoft.com↓
PPTProject Status Report Presentation 3PowerPoint · Source: Microsoft.com↓
DOCWeekly Resource Status Report 1Word document · Source: Microsoft.com↓
DOCWeekly Resource Status Report 2Word document · Source: Microsoft.com↓
XLSProject Performance ReportExcel workbook · Source: Microsoft.com↓
DOCProject Meeting MinutesWord document · Source: Microsoft.com↓
XLSProject To Do List 1Excel workbook · Source: Microsoft.com↓
XLSProject To Do List 2Excel workbook · Source: Microsoft.com↓
Control
XLSProject Budget TrackingExcel workbook · Source: ProjectManager.com↓
XLSProject TimesheetExcel workbook · Source: ProjectManager.com↓
XLSProject Issue TrackerExcel workbook · Source: Microsoft.com↓
WEBProject Risk Management Kit- Zip File (with MS Word & MS Excel Documents + Guide)External site (with MS Word & MS Excel Documents + Guide) · Source: Method123.com↓
XLSProject Budget TrackerExcel workbook · Source: Microsoft.com↓
XLSProject Costs TrackerExcel workbook · Source: Microsoft.com↓
DOCProject Change Authorization RequestWord document · Source: Microsoft.com↓
ZIPProject Change Control LogZip file · Source: PMLinks.com↓
XLSProject TrackerExcel workbook↓
Project Management Plans / Schedules
MPPProject Management Institute ProcessMicrosoft Project · Source: Microsoft.com↓
XLSProject PlannerExcel workbook · Source: Microsoft.com↓
MPPCommercial Construction PlanMicrosoft Project · Source: Microsoft.com↓
PPTBusiness Project PlanPowerPoint · Source: Microsoft.com↓
MPPAgile Project PlannerMicrosoft Project · Source: Microsoft.com↓
MPPTraining Rollout, Initiative and PlanMicrosoft Project · Source: Microsoft.com↓
MPPStartup Business PlanMicrosoft Project · Source: Microsoft.com↓
MPPStandard Project Management PlanMicrosoft Project · Source: Microsoft.com↓
MPPSOX Compliance and TechnologyMicrosoft Project · Source: Microsoft.com↓
MPPSoftware Development PlanMicrosoft Project · Source: Microsoft.com↓
MPPSix Sigma DMAIC CycleMicrosoft Project · Source: Microsoft.com↓
MPPSimple Project PlanMicrosoft Project · Source: Microsoft.com↓
MPPResidential Construction PlanMicrosoft Project · Source: Microsoft.com↓
Need help applying a template?
If you would like help applying, tailoring, or expanding any of these resources for your environment, let’s talk.