Templates
Templates that open in anything
Each one is a CSV file that opens in Excel, Google Sheets or Numbers, with a blank version and a filled-in example.
Project Charter
Goes with Project Charter
Business Case
Goes with Business Case
Stakeholder Register
Goes with Stakeholder Engagement Matrix
RACI Matrix
Goes with RACI Matrix
Communication Plan
Goes with Communication Plan
Risk Register
Goes with Risk Register & Heat Map
RAID Log
Goes with RAID Log
Change Log
Goes with Change Control
Decision Log
Goes with Decision Log
One-Page Status Report
Goes with RAG Status Report
Requirements Traceability Matrix
Goes with Requirements Traceability Matrix
WBS Dictionary
Goes with Work Breakdown Structure (WBS)
Project Budget
Goes with Budget and Reserves
Vendor Scorecard
Goes with Vendor Selection
Kick-off Agenda
Goes with Kick-off Meeting
Team Charter
Goes with Team Charter
Lessons Learned
Goes with Lessons Learned
Closure Checklist
Goes with Project Closure
AI Use Case Scorecard
Goes with Choosing an AI Use Case
AI Go-Live Checklist
Goes with From Pilot to Production
AI Evaluation Set
Goes with Evaluating AI Quality
Examples are invented for illustration.