Project Management Template Toolkit
Every project management template from business case to closure in one linked workbook: critical path with PERT, WBS roll-ups, RACI, risk heat map, budget S-curve, change log, agile backlog, burndown and a live health dashboard. Plus 14 Word templates and a 14-page guide.
$15.99 one-time payment, instant download
Delivered as an instant XLSX/PDF/DOCX download (one ZIP file, available right after checkout).
Why this toolkit
Most template bundles give you 50 empty tables. This one gives you 22 tools that calculate and talk to each other, so your dashboard updates the moment you type. Built by a rotating equipment and turnaround engineer with 20 years of plant project experience.
What's included
- Initiate: project selection scoring (GO / CONSIDER / PARK), 5-year cost-benefit with NPV, IRR, payback and ROI, and a stakeholder register with interest/influence quadrant.
- Plan: requirements & traceability (MoSCoW), WBS with automatic cost/hour roll-ups, critical path & PERT with float, P85 duration, on-time probability and a self-drawing Gantt (no macros), RACI with checks, communication plan, 16-week resource heatmap, and a budget with S-curve, EAC and RAG status.
- Monitor & control: risk register with EMV and a live 5x5 heat map, issues, decisions, change requests and actions with automatic ageing, plus quality / acceptance tests.
- Agile: WSJF-ranked backlog, sprint burndown with ON TRACK / BEHIND flag, and a velocity-based release forecast.
- Any phase & closure: weighted decision matrix, lessons learned, a 28-point closure checklist and benefits register.
- Dashboard: 16 KPI tiles, a 9-area RAG health table and charts.
- 14 editable Word templates: business case, scope statement, stakeholder interview guide, PM plan outline, kick-off agenda, risk workshop agenda, sprint planning, sprint retrospective, executive one-page summary, phase gate review, handover & acceptance certificate, lessons learned workshop, closure report and post-implementation review.
- 14-page guide (PDF): which tool to use when, a worked critical path and PERT example, cost-benefit in plain English, WSJF and agile forecasting, and a hybrid method for engineering projects.
Who it's for
Project managers, engineers, PMO staff, team leads and anyone running a project who wants one connected workbook instead of a folder of blank templates.
Good to know
- Works in Excel 2016 or later, Excel on the web and Google Sheets. No macros, no add-ins, no subscription.
- Comes with a fictional example project plus a blank copy. Licensed for your own use (personal or within your organisation), not for resale.