Welcome to the Templates Page

Welcome to our collection of templates to help you manage your project risks. These are fully editable digital files (.docx and .xlsx). You'll find project management templates to help you initiate your projects, identify and manage risks, and take your project meetings to the next level! And you can download and start using these templates today! 

Additionally, you will find eBooks to help you prepare for the PMI-RMP exam and an eBook to help you start writing project charters today!

Action Plan Template

Some people need a simple way to plan their projects. This document allows individuals to specify and capture the project name, goals, measures of success, scope, staffing, risks, estimated completion date, and action items. This is a digital download (.docx file). Nothing will be shipped.

Project Charter Template

Unfortunately, many people think of the project charter as an administrative hoop they must jump through to get their project approved. Therefore, many charters are written hastily with little thought. The charter provides a picture of where you are going, why you are going there, who will be impacted, top risks, and who is going to help you. This is a digital download (.docx file). Nothing will be shipped.

Stakeholder Register Template

Projects often get into trouble not because of technical issues but because of people issues. Individuals, groups, and organizations may help or harm your efforts. Smart project managers identify, analyze, and plan for stakeholders early in their projects and regularly review and update their analysis and plans. This simple stakeholder register template allows you to capture stakeholders, level of power, level of influence, interest, and concerns. This is a digital download (.xlsx file). Nothing will be shipped.

Risk Management Plan Template

How will you and your team identify and evaluate risks? Who will be involved? How will you develop response plans? Which risks will you respond to? How often will you review your risks and seek to identify new risks? This is a digital download (.docx file). Nothing will be shipped.

Risk Register Template

Project managers constantly think about project risks – both threats and opportunities. It's challenging to keep everything in your head. That's why you need a risk register, a central repository to capture and maintain your risk information. This is a digital download (.xlsx file). Nothing will be shipped.

Communication Plan Template

Ninety percent of a project manager's job is communication. Are you thinking ahead about your audience, how you will communicate, how often, and the methods you will use? This is a digital download (.docx file). Nothing will be shipped.

Meeting Agenda Template

Studies often reveal that 50% of meetings are a waste of time. Why? One of the key reasons is due to poor planning. Meeting facilitators should define and distribute an agenda prior to the meetings. The agenda should include items such as meeting roles (e.g., facilitator and scribe), the purpose of the meeting, agenda items in the order you wish to cover, the time allotted to each item, and who will present each item. This is a digital download (.docx file). Nothing will be shipped.

Meeting Minutes Template

People often make a major mistake in the creation of meeting minutes -- they try to capture every word that is spoken. Minutes don't have to be complicated or time-consuming. Simply include four things: Risk, Action Items, Issues, and Decisions. This is a digital download (.docx file). Nothing will be shipped.

Decision Register Template

How many times have you heard someone make a significant project decision but no one summarized and captured it? Later in the project, someone challenges the decision. Questions start to surface: Who made the decision? Did the decision maker have the authority to make the decision? What data or information was used to make the decision? Wise project managers have their antenna up, listening for important decisions. Once the decisions are made, validate and capture the decisions. This is a digital download (.xlsx file). Nothing will be shipped.

eBook: Start Writing Your Project Charter Today!

In this eBook, you will discover how to create a project charter, step-by-step. Whether you are new to project management or just want a refresher, this book will bring you up to speed quickly. You will learn to create, refine, and share your project charters in the shortest time possible.

What are the results? Less rework and surprises. Fewer missed deadlines and blown budgets. Happier team members. Grab your copy today!

Contact

If you have feedback on the templates or eBooks, please email me at hhall@projectriskcoach.com. Thanks!

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