Project Management Checklist and Templates

Full Project Management Resource Pack

• Download Zip file [5.69MB]includes all templates in the checklist plus MS Word versions of each of the P3M kits and guidance on managing information

The following provides a checklist for your project management phases and documentation along with links to the individual templates.

Project Start-Up

• Business Case template [MS Word; 73KB]
• Project Initiation Document [MS Word; 232KB]
• Project Infrastructure Checklist [MS Excel; 57KB]
• Risk Assessment template [MS Word; 62KB]
• Project Roles and Responsibilities template [MS Word; 122KB]
• Stakeholder Analysis template [MS Word; 63KB]
• See also the Risk Management infoKit.

Planning and Meetings

• Planning: Gantt Chart example [MS Excel; 30KB]
• Planning: Scheduling spreadsheet example [MS Excel; 91KB]
• Status/Highlight Report template [MS Word; 55KB]
• Minutes of Project-related meetings. A template is not provided here as it is assumed you will adopt your own organisation's house style.

Monitoring and Control

• The Risk Log, Issues Log and Change Control are all features of the Project Controls Database.
• Project Controls Database [Zip; 1.1MB]
• The Change Request Form can be used in conjunction with the Business Case, the Project Initiation Document and the Controls Database.
• Change Request Form [MS Word; 62KB]
• User Acceptance Guidance Notes [MS Word; 52KB]

Project Closure

• You will have amassed a great deal of documentation during the project, particularly process or system documentation - some or all of this will be needed for handover.
• Depending on the nature of the project, you may also have accumulated a library of training documentation.
• Post Project Review Form [MS Word; 69KB]