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PM Templates

Task/ActivityResponsibleStartEndStatus
[Task Name][Person/Team][MM/DD/YY][MM/DD/YY][Not Started/In Progress/Complete]
[Task Name][Person/Team][MM/DD/YY][MM/DD/YY][Not Started/In Progress/Complete]

OptionCostsBenefitsNet Value
[Option A][Cost][Benefit][Value]
[Option B][Cost][Benefit][Value]

ItemQuantityUnit CostTotal Cost
[Resource][Qty][Cost][Total]

TaskStartEndDurationDependencies
[Task][MM/DD/YY][MM/DD/YY][X days][Dependency]

ProjectManagerStatusBudgetTimeline
[Project A][Name][RAG][Budget][Dates]

InitiativeOwnerTimelineStatus
[Initiative][Owner][Dates][Progress]

KPITargetCurrentTrend
[KPI][Target][Current][โ†—/โ†˜/โ†”]

ProductStartEndResourcesStatus
[Product][Date][Date][Resources][Status]

CategoryPlannedActualVariance
[Category][Planned][Actual][+/-]

StepOwnerStatus
Deliverables Accepted[Owner][Complete]
Financial Closure[Owner][Pending]

PhaseEstimated HoursEstimated Cost
[Phase][Hours][Cost]

SectionDetails
Scope[Description]
Schedule[Timeline]
Budget[Budget]

RiskLikelihoodImpactMitigation
[Risk][H/M/L][H/M/L][Plan]

ElementDescription
In Scope[Activities]
Out of Scope[Activities]


SectionContent
Summary[Overview]
Milestones[Progress]
Risks[Critical items]
EmployeeWeekTaskHoursNotes
[Name][MM/DDโ€“MM/DD][Task][Hours][Comments]

ActivityResponsible (R)Accountable (A)Consulted (C)Informed (I)
[Activity][Role][Role][Role][Role]

ResourceRoleAllocation %StartEnd
[Name][Role][%][MM/DD/YY][MM/DD/YY]

TaskStartEndDurationStatus
[Task][MM/DD/YY][MM/DD/YY][X days][Not Started/In Progress/Complete]

StakeholderRoleInfluenceInterestEngagement Strategy
[Name][Role][High/Medium/Low][High/Medium/Low][Approach]

DayTaskOwnerHoursStatus
Monday[Task][Person][Hours][Status]
Tuesday[Task][Person][Hours][Status]
Wednesday[Task][Person][Hours][Status]
Thursday[Task][Person][Hours][Status]
Friday[Task][Person][Hours][Status]