Project Management Templates

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Blank Project Management Templates Saving Time! Saving Money! Saving Stress!
Please feel free to copy any of the attached documents. You can alter any of them to suit the needs of your specific project or organisation. If you want information about the services provided by Project Agency please call 0208 446 7766 or email events@projectagency.com our web site iswww.projectagency.com

Note: in supplying these templates, Project Agency cannot be held responsible for how they are completed!

Project management templates from Project Agency – please alter to suit your needs

Listed below are some forms you will find on the next pages. Please complete the forms as appropriate. Please note, completing the forms is an aid to help you deliver your projects, notan end in itself. Page No. ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ ♦ Defining Project Responsibilities Stakeholder Analysis Milestone Chart Milestone Report Variation Form Risk Log Business Case Form Project Definition Form or PID Project Reporting Form Highlight Report Change Control Form Change Control Log Actual V Planned Project management check sheet 3 4 5 6 7 8 9 10 12 13 14 15 16 17

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These projectmanagement templates have been produced for open distribution to anyone. Please feel free to pass them onto friends or colleagues. The forms have been used by professional staff at all levels – staff who have to deliver projects. Some of these projects are small quick delivery (less than a month), others large long term projects which cost significant sums of money. We would be delighted to hearhow you used these forms and how useful they were in supporting the delivery of your project. Please email events’projectagency.com. Do look at www.projectagency.com where you can find a range of information, products and services. Finally, good luck with all of your projects and we would be delighted to talk with you about any project management issues you may have. Call on +44 (0)20 846 7766 oremail events@projectagency.com

Project Agency Tel: 020 8446 7766 www.projectagency.com

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Project management templates from Project Agency – please alter to suit your needs

Defining Project Responsibilities
PERSONNEL

TASKS/ACTIVITIES

Project Agency Tel: +44 (0) 20 8446 7766 www.projectagency.com

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Project management templates from Project Agency – please alter to suit yourneeds

Stakeholder Analysis
The purpose of stakeholder analysis is to inform the project manager and sponsor who should contribute to the project, where barriers might be, and the actions that need to be taken prior to detailed project planning. Stakeholder Their interest or requirement from the project What the project needs from them Perceived attitudes and/or risks Actions to takeProject Agency Tel: +44 (0) 20 8446 7766 www.projectagency.com

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Project management templates from Project Agency – please alter to suit your needs

Milestone Chart
Main milestones/phases shown on higher chart, and sub-milestones for each phase on charts below TIME [in suitable units -days, weeks, months, etc.] MILESTONES Responsibility

Project Agency Tele: 020 8446 7766www.projectagency.co.uk

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Project management templates from Project Agency – please alter to suit your needs

Milestone Report
Project: Date of Milestone meeting/discussion: Deliverables due Due date
R/A/G*

Action to take to bring deliverable or task back on schedule

* R = Red flags [off plan - describe in detail: quality, cost, time] A = Amber [is almost off schedule or will definitely be offschedule NOTE: you may need to agree the precise definition before use] G = Green flags [to plan or better - show savings]

Project Agency Tel: +44 (0) 20 8446 7766 www.projectagency.com

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Project management templates from Project Agency – please alter to suit your needs

Variation Form
Activity name /No. Description Date to be delivered Revised est. Q/C/T Reason for delay. Q/C/T? Explain...