FREE Project Management Templates

Terms of Use:

The following project management templates can be used freely by commercial organisations for their internal use only.  By downloading any template from this webpage you are agreeing to these terms and conditions.

Applicability and Tailoring

The following project management templates are aimed more at commercial environments, where processes tend to focus on fundamentals.  It is very unlikely that any generic template could be used within a single business without being tailored to that organisations processes.  Feel free to adapt these templates as you require.  We would appreciate if you could retain a reference to their source.

Our templates separate out the key elements of:

• business case

• business requirements

• delivery plan / strategy

Business Case Template:

A Business case formalises an investment proposal or proposition to undertake a project which will derive specific benefits to the business, or deliver core capability / facilities. Each Business case should be owned by a sponsor / Business Owner, and signed-off by the relevant authority, depending on its content.  Guidance on the use of Business Cases.

N.B. This template deliberately separates the 'delivery' aspect of a project from the core elements of a business case.  This aspect needs to be considered very carefully - different environments may choose to modify this.

Business Requirements Template

The Business Owner / Senior User own this document. It is used to capture the ‘Business Requirements’ behind a Business project. The Business Owner / Senior User will own this document, which should capture, in clear simple English, the functional requirements as determined by the Business.

Risk Register Template

This template will enable you to capture key information on risks and allows you to analyse risk, taking into account impact on product performance, project cost and schedule.

Delivery Plan Template

The project manager owns this document. The delivery plan template captures the delivery strategy for a project, the project scope of work, details all key targets for the project and defines the project organisation.

Status / Issue / Risk Log Template

The project manager owns this document. It is an Excel workbook containing three elements: traffic light based status report to capture and communicate overall status of a project; issue log to capture and manage the actions relating to issues on a project, and finally the risk log to capture and manage the actions relating to risks on a project.

Acceptance Planning: Test Issue; Test Sequence; Test Control templates

These templates are to be used to help plan Acceptance and to capture and manage the results of the Acceptance process. There is a Acceptance Test sequence description for planning Acceptance ; Acceptance test issue for capturing Acceptance issues; and finally Acceptance Issue Control log for managing and signing off Acceptance Test issues.

Related Pages:

Tips for Project Managers:  comprehensive tips for new and old project managers

Common Project Challenges:  what goes wrong (most often) on projects - results of research conducted by professional institutions and of hundreds who have attended our training programmes.

About PMIS:

PMIS is a leading specialist provider of project management training, Prince2 training, APMP training course, project risk management training, benefits realisation training. Whether you are looking for public or tailored project management training, PMIS provides first-class earned value training, project management courses, IT project management training, and project manager certification.