Project templates
Project Management Templates
Small teams rarely need heavy project software, but they do need a plan, a timeline, a list of who is doing what, and a record of decisions. These templates cover a project from kickoff to close, plus the meetings and improvement work around it. Each one has worked examples, and the Excel versions total hours, costs and progress.
Planning a project
Start with the project plan or charter: the goal, scope, budget, team and key dates. Pin down what is in and out on the scope statement, then run the first meeting with the kickoff checklist. Lay the work out on the timeline (Gantt chart) and mark the key dates on the milestone tracker.
Running it day to day
Track work on the task tracker or a kanban board, plan short cycles with the sprint planner, and report progress with the status report. Keep risks on the risk register, problems on the issue log and every change of scope on a change request.
Meetings and better processes
Record decisions with the meeting notes template and follow them up on the action item tracker. Teams across time zones can find a fair slot with the time zone meeting planner. When something keeps going wrong, use the process improvement worksheet, then write the new way down as an SOP. When everything is urgent, sort it with the priority matrix.
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