85 files · 62 Word · 23 Excel

Complete Project Management Template Pack

85 editable Word and Excel files for managing a project from the first idea to operational handover and closeout.

A complete working set for the project team. Compare options, define the project, build its plans, coordinate delivery, control change and cost, and prepare a clear handover. The files are organized by stage, so your team can find the right form without building a library from scratch.

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Template files are in English. The website language does not change the language of these downloads.

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Project Execution Plan — first page — Project Execution Plan · DOCX

One pack. The full project cycle.

85 original English templates: 62 Word documents and 23 Excel workbooks.
A Start here guide and a file index organized into eight lifecycle sections, showing what to use and when.
Everyday forms for meetings, actions, decisions, issues, document control and progress reports.
Plans and registers for scope, schedule, cost, risk, quality, procurement, people and communications.
Gantt and cost-control workbooks, plus commissioning, readiness, handover, lessons learned and closeout forms.

How to use the pack

Open the stage index and choose the form for your current task.
Add your project details and enter the information in the prepared sections or tables.
Check the completed file, remove the completion notes where instructed and issue it through your project's approval process.

Use these ready-made files in Word or Excel. AI generation is a separate option for drafting documents from your project information.

Find your stage

Idea and project direction2

Define the need and the outcome before committing to a solution.

Product Vision BriefDOCX
Project Development PlanDOCX

Options, feasibility and investment decision4

Compare options, assess feasibility and agree the basis for investment.

Initiation and team alignment6

Authorize the project and agree stakeholders, responsibilities and working arrangements.

Project CharterDOCX
Project Assumption and Constraint LogXLSX
Stakeholder RegisterXLSX
Stakeholder AnalysisDOCX
Team CharterDOCX
Responsibility Assignment Matrix (RACI)XLSX

Integrated planning and baselines32

Plan scope, design inputs, schedule, cost, quality, resources, procurement and risk.

Project Management PlanDOCX
Change Management PlanDOCX
Scope Management PlanDOCX
Requirements Management PlanDOCX
Project Requirements RegisterXLSX
Requirements Traceability MatrixXLSX
Project Scope StatementDOCX
Work Breakdown Structure and DictionaryDOCX
Schedule Management PlanDOCX
Schedule Activity List and AttributesXLSX
Project Milestone RegisterXLSX
Activity Duration Estimate WorksheetXLSX
Cost Management PlanDOCX
Activity Cost Estimate RegisterXLSX
Cost Estimating WorksheetDOCX
Project Quality PlanDOCX
Resource Management PlanDOCX
Resource Requirements RegisterXLSX
Communications Management PlanDOCX
Risk Management PlanDOCX
Risk Probability and Impact CriteriaDOCX
Risk Probability and Impact MatrixXLSX
Project Procurement PlanDOCX
Procurement StrategyDOCX
Source Selection CriteriaDOCX
Stakeholder Engagement PlanDOCX
Product Release PlanDOCX
Project Execution PlanDOCX
Design BriefDOCX
Permits and Approvals RegisterXLSX
Project HSE Management PlanDOCX
Schedule and Recovery ToolkitXLSX

Delivery and everyday coordination8

Run meetings, record work, coordinate documents and follow up actions.

Product BacklogXLSX
Meeting AgendaDOCX
Meeting MinutesDOCX
Action RegisterXLSX
Daily Progress ReportDOCX
Master Document Register (MDR)XLSX
Site Handover and Possession RecordDOCX
Contractor Prestart Readiness and Competence ReviewDOCX

Monitoring, changes and recovery21

Compare results with plans, review issues and risks, and control corrective action.

Commissioning, acceptance and operational handover7

Confirm readiness, manage outstanding items, train operators and transfer the asset and records.

Formal Acceptance RecordDOCX
Commissioning PlanDOCX
Handover PlanDOCX
Punch ListXLSX
Start-up Readiness ReviewDOCX
Training and Handover RecordDOCX
Facility Operations and Maintenance PlanDOCX

Closeout, lessons and follow-through5

Close contracts and the project, record lessons and retain responsibility for continuing obligations.

One pack. The full project cycle.

The pack supports the project-management function across the whole team. Tailor the forms to the project, contract and local requirements; not every file is needed on every project.