Project Management Tools

Listed below are links to a set of project management templates and supporting instructions, which project managers can download as MS Word or Excel documents. The templates are simple enough to use for small projects, yet flexible enough to use for complex projects.

These templates are evolving documents and will be revised based upon users' recommendations. The TPO staff encourages users to send in their suggestions about ways to improve the templates. Please send recommendations to

Overview

Introduction to Project Management Methodology [Word]
Defining and Assessing Project Metrics [Word]
Summary of Project Metrics [Word]

Templates and instructions

Sponsor Interview template [Word]
Sponsor Interview instructions [Word]
Project Charter template [Word]
Project Charter instructions [Word]
Project Work Schedule template [Word]
Project Work Schedule template [Excel]
Project Work Schedule instructions [Word]
Project Budget template — simple project [Excel]
Project Budget instructions — simple project [Word]
Project Budget template and instructions — comprehensive [Excel]
Project Risk Plan template [Excel]
Project Risk Plan instructions [Word]
Project Communications Plan template [Word]
Project Communications Plan instructions [Word]
Project Status Report template [Word]
Project Status instructions [Word]
Project Acceptance Report template [Word]
Project Acceptance instructions [Word]
Project Change Request template [Word]
Project Change instructions [Word]
Project Closeout template [Word]
Project Closeout instructions [Word]
Project Metrics template [Word]
Project Metrics instructions (coming soon)