Templates for All Projects

We refer to these as the bakers dozen, 13 tools recommended by TPG for all of your project needs.

Tool	Why is this important?
Project Charter Template	Provides a high level overview of the agreed upon project deliverables between the project sponsor and project manager/team. Helps manage expectations & serves as a project roadmap. Note: The TPG recommends the problem statement worksheet to help you develop the charter.
RACI Matrix Template	Determine who is responsible, accountable, consulted and informed for each task within your project. Note: The TPG recommends the roles and responsibilities worksheet to aid in RACI development.
Requirements Template	Keep track of what requirements have been developed, tested, and completed.
Project Plan Template	Properly schedule key tasks, subtasks and milestones to keep your project on track. Note: Many project plan/schedule templates exist on the internet. For example, you may find generic schedules for construction, software implementation, or web redesign projects. Use these to get started.
Risk Register Template	After using the Managing Project Risks worksheet, use this tool to keep track of and monitor project risks.
Risks, Actions, Issues and Decision Log Template	Track all project risks, actions, issues and decisions within this tool and assign an owner.
Test Plan Template	Document each test case with the expected result and actual results to ensure the desired outcome.
Project Status Summary Template	This template provides a one-page status of your project for busy executives and team members.
Communication Plan Template	Document and keep track of the channels, audiences, timing, messages & purpose for the communication of your project. Before using this template, you may find the Project Communication Worksheet helpful as it contains tips, a list of audiences and communication channels that can be used for your project.
Lessons Learned Template	Track what went well and what can be improved after major phases or end of your project. You can use these lessons to better manage the existing or future projects.
Kick-off Presentation Template	Helps you plan what to tell the stakeholders at the beginning of the project. Helps manage expectations about what work will be done, and what benefits will be achieved.
Meeting Agenda Template	Enhances organization and efficiency by provididng you a structured outline for meetings.
Budget Template	Helps you estimate and monitor project costs, ensuring financial resources are managed effectively throughout the project lifecycle.