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Here, you find useful project management templates and tools, checklists, some demos, and white papers. You can download and adapt them for use in your projects. They will save you a lot of time in your daily work as a project manager.

project-management-knowhow.com holds the copyright for all the material in this section. However, the "Terms of Use", as listed below, apply.


(1) Packages of templates, tools and checklists

To save you time in your daily work as a project manager, I packaged the twenty-two project management templates, tools, and checklists into one zip-file. You un-zip it, and you get all items in doc-format or xls-format. They strictly contain only standard Microsoft Word®, or Excel® functionality, no macros, no other VBA code. You are allowed to use your own logo.

All 22 templates, tools and checklists in one set

Terms of Use

project-management-knowhow.com grants permission to use the PM products and tools based upon the following terms.

  1. You may change the PM products and tools to your needs. You are also allowed to remove our logo.
  2. You shall not sell, distribute, sub-license, lease, hire out, share use of, rent or transmit any of the PM products and tools or parts of them in any way.
  3. Before using the PM products and tools for teaching, consulting or training you must acquire the express written consent of project-management-knowhow.com.
  4. project-management-knowhow.com gives no warranty regarding the results of your use of the PM products and tools as those results depend on how you use the PM products and tools.
  5. project-management-knowhow.com is not liable to you or any third party for any special, incidental, indirect or consequential damages of any kind resulting from or in connection with the use of the PM products and tools.


(2) Templates, tools and checklists for free download


From here, you can download the templates, tools, or checklists one by one and for free.

However, you are not allowed to remove the logo of project-management-knowhow.com and, the "Terms of Use", points 2. to 5., apply accordingly.

For each one, download the zip-file, and un-zip it to get the doc-format or the xls-format. All of them strictly use only standard Microsoft Office®,  Word®,  or Excel®  functionality.


(a) Templates and tools

Project Charter Template (in project definition and planning)

Project Manager Agreement Template (in project definition and planning)

Project Management Handbook Template (in project definition and planning)

Work Package Template (in project definition and planning)

Critical Path Analysis Template (in project definition and planning)

Project Communication Plan Template (in project definition and planning)

Risk Analysis Template (for risk management)

Risk Table Template (for risk management)

Risk Table Probability-Impact Diagram Example (for risk management)

Milestone Trend Analysis Template (MTA)

Earned Value Analysis Template (EVA)

Project Status Report Template (in project implementation)

Project Site Diary Template (in project implementation)

Event Notification Template (in project implementation)

Time Sheet Template (in project implementation)

Project Evaluation Template (for project selection)

Project Prioritization Template (for project prioritization)


(b) Checklists

Project Planning Checklist (in project definition and planning)

Contract Analysis Checklist (for project definition, planning, and implementation)

Meetings Checklist (for the whole project life cycle)

Negotiation Preparation Checklist (for the whole project life cycle)

Project Closure Checklist (for project termination or closure)


(3) Demos for your practicing


(a) Milestone Trend Analysis (MTA)

The first one is an inter-active combination of MTA table and MTA diagram that illustrates how we apply this tool. You can practice to work with it by entering your own project milestones and the relevant dates.

Click on the following image to open the MTA demo page in a new  tab or window of your browser.


(b) Forward / Backward Pass

Here, you can follow a few steps into the forward / backward pass and then do your own calculation, based on a small network diagram.

Comment:


(4) White Papers


(a) How to Find the Right Projects

Organizations trying to drive innovation with their projects face the basic questions:

  • How can they assure that the right innovation projects are undertaken in order to meet or exceed their overall goals?
  • How can they link the chosen projects successfully to the overall strategy of the organization?

The aim of this paper is to show a concrete and practical process for strategy development and to present a proposal how to facilitate this process so that project selection and linkage to the strategy can be achieved. It thus complements the section on Project Portfolio Management of this web site.

Originally, this paper was created for the 20th IPMA World Congress held from October 15 to 17, 2006, in Shanghai, then adapted this web site.

Download: How to Find the Right Projects


(b) Project planning (white paper)

Too many projects lack sufficient planning; and if they have it, the plans lack flexibility for those things in implementation that are likely to change. On this web site, in section Planning Phase and its sub-sections, we give an overview over the steps and elements of the project planning process that help to create sufficient, yet flexible enough project plans. The following paper combines those project planning steps and elements into one pdf-file, ready for download.

Download: Project Planning


Your wishes for more


We are expanding this sub-section. So, should you have comments, recommendations, suggestions for improvements, or additional tools or templates, please let us know: mailto:contact@project-management-knowhow.com





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