Successful project managers work smart. They build skills, train hard, and use the right tools. No wonder they often get things done using project management templates. These ready-made forms not only make it easier to monitor tasks and track progress, but they also help accelerate, standardize, and improve the entire project management process.
Because each project has many aspects, project documentation covers a wide range of areas. In fact, there are templates for just about any stage in the project lifecycle, from inception to completion.
Project management templates serve many purposes. They can help teams set goals, assign tasks, manage expenses, monitor progress, stay on schedule, and move a project from one milestone to the next.
Project-related documents are created using different authoring tools such as Excel, Microsoft Project, Google Sheets, and PowerPoint. Fortunately, you don’t have to recreate these documents from scratch. If you want to be more efficient, ready-made forms and project management templates can definitely help.
Here are 30+ of the most useful free project management templates that can help you organize tasks, save time, and tick off all the items in your checklist.
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These handy templates will save you precious time when running your projects.
30+ most useful templates in project management
To help you find the template you need easily and quickly, we’ve organized the list into common categories.
- Project Charters & Project Plans
- Project Tracking and Reports
- Budget Management
- Gantt Charts/Timeline
- Tasks Checklist/To-Do List
- Timesheet Tracking and Work Schedules
- Issue Tracking/Change Request
- KPI Monitoring
- Team Management
- Communication Plans
Project charters & project plans
- Project Overview (Evernote)
- Strategic Planning (Evernote)
- MDM Project Charter Template (Matt McCarty, Google Sheets)
- Project Charter (Danilo Cho, Word)
- Project Charter (NYU, Word)
- Project Charter (MyPMLLC.com, Word)
Project tracking, timeline, and gantt charts
Project timelines and schedules may be created using simple tables, but complex documents with multiple variables should be built as Gantt charts instead. Such sophisticated documents provide greater detail by showing specific milestones and their summaries, component tasks and deliverables, task owners, start and due dates, dependencies, and other relevant information.
- Management Dashboard (SmartSheet, Excel)
- Project Timeline (Smartsheet, Google Sheets)
- Project Tracking (Smartsheet, Google Sheets)
- Project Tracking (Vertex42, Excel)
- Project Schedule (Vertex42, Excel)
- Project Timeline (Vertex42, Excel)
- Project Timeline Template (Google Sheets)
- Gantt Chart (Smartsheet, Google Sheets)
Budget management
The following documents help project leaders track and manage project-related expenses. They also enable managers to create resource allocation and cost strategies that drive both efficiency and productivity without breaking the bank.
- Monthly Budget (Google Sheets)
- Expense Report (Google Sheets)
- Project Budget (Evernote)
- Detailed Project Budget (Vertex42, Excel)
Task monitoring & to-do lists
Such documents enable managers to set priorities, clarify role ownership, assist struggling stakeholders, and ensure that no major roadblocks will emerge down the line. The following templates will help you hold each member of the team accountable and ensure that deliverables are met on time, within budget, and on par with expected quality standards.
- To-Do List (Google Sheets)
- To-Do List (Vertex42, Excel)
- Areas of Responsibility (Evernote)
Timesheet tracking & work schedules
These documents will help you plan schedules, track time, and ensure that your team’s pool of talent never goes to waste.
- Daily Planner (Evernote)
- Weekly Time Sheet (Google Sheets)
- Weekly Planner (Evernote)
- Weekly Timecard (Vertex42, Excel)
Issue tracking & change requests
- Issue Tracking (ProjectManager.com, Excel)
- Change Request Form (Google Docs)
KPI monitoring
KPI Tracker (Smartsheet, Excel)
Team management
- Team Roster (Google Sheets)
- Work Breakdown Structure (WBS) (Vertex42, Excel)
Communication plans
These templates will help you keep everyone updated and always on the same page. Use dashboards to provide a bird’s eye view of a project’s status and performance. Create informative and actionable meeting notes to establish clarity and move teams forward. And always cap a completed project with a post-mortem “lessons learned” session.
- Management Dashboard (SmartSheet, Excel)
- Meeting Agenda (Evernote)
- Meeting Notes (Google Docs)
- Meeting Notes (Evernote)
- Post Mortem Presentation (Microsoft, PowerPoint)
- Post Mortem Analysis Template (Canadian government, Word)
Brush up your project management skills
If you hate challenges, you’ll never love project management. To succeed in the field, you need to handle a lot of moving parts — from timelines and budget to quality control and issue handling. Managing a project takes skill and discipline, but fortunately, you don’t always have to reinvent the wheel.
The processes, practices, and documentation in project management have become standardized over the years. As such, you can find plenty of document templates to meet everyday requirements.
These templates include some of the most commonly used documents in project management. You can download the documents to your device or make copies in your cloud storage. These can always be repurposed by every team in your organization. Remember, you can customize or fine-tune any of the documents listed here to fit your specific project or operational environment.
To get started on project management, you can check our Project Management Basics course. If you need advanced training, we have a library of bite-sized lessons to keep your skills sharp.
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