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| This Excel workbook is a form for capturing the metrics defined in your organization's Balanced Scorecard (BSC). It is broken into 4 tabs for the standard BSC [read more] |
| This is a simplified Project Management tool built in Excel. Based on planned and actual start and end values, it will generate a Gantt Chart for your project. |
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| This Performance Management Plan, built in Excel, contains the following sections: - Project workplan - Performance measurement template - Performance measurement grading [read more] |
| This is a Project Planning Workbook built in Excel. |
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| The Project Scorecard establishes a balanced metrics approach to determine project success across four key perspectives: financial, customer, internal process, and learning or [read more] |
| The Project Charter template is meant to serve as an aid tool to help you organize and document the project activity, typically as part of the Project Management Office (PMO). It [read more] |
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| The Project Plan Template is meant to serve as an aid tool to help you organize and document the project activity, typically as part of the Project Management Office (PMO). It is [read more] |
| This is a bundle of 250+ templates of sections that can be included in a Project Proposal (e.g. submitted in response to a RFP). Most of these documents are built MS Word. All [read more] |
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| This Scope Change Log is built in Excel. |
| This Scope Change Request Form is built in Excel. It includes the submission form, impact assessment, and cost assessment. |
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| This simple Progress Report template is built in MS Word. |
| This Progress Monthly Status Report template is built in MS Word. It contains the sections: 1. Executive summary 2. Controls 3. Budget report 4. Scheduled milestones / [read more] |
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| This Project Change Request Form template is built in MS Word. It contains the sections: 1. Requestor information 2. Initial review results 3. Initial impact analysis 4. [read more] |
| This basic Project Change Request Log template is built in MS Excel. |
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| This Project Post-implementation Survey is created in MS Word. It contains questions broken into the following categories: - Product effectiveness - Cost management - Risk [read more] |
| This basic Work Breakdown Structure (WBS) template is created in MS Excel. It also contains a complete template as an example. |
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| This Project Cost/Benefit Analysis template is created in MS Word. It contains the following sections: 1. Project overview & background 2. Discussion of alternatives 3. [read more] |
| This Project Quality Plan template is created in MS Word. It contains the following sections: 1. Quality policy 2. Project quality definition 3. Deliverables and acceptance [read more] |
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| This Project Resource Plan template is created in MS Word. It contains the following sections: 1. Resource profiles 2. Project resource information 3. Resource staffing plan 4. Sign-off |
| This is a basic Stakeholder Acceptance Form built in MS Word. |
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| This is a Project Planning Risk Evaluation Checklist built in MS Word. It contains the following evaluation categories: 1. Planning 2. Organization 3. Tracking & [read more] |
| This Project Risk Assessment Questionnaire is built in MS Word. It contains the following sections: 1. Organization -- Scope -- Schedule -- Budget -- Project Linkages -- [read more] |
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| This is a Change and Configuration Management Plan form built in MS Word. The form contains the following sections: A. General Information â Basic information that [read more] |
| This is a Change Control Request form built in MS Word. The form contains the following sections: A. General Information â Basic information that identifies the project. * [read more] |
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| This is a Communications Plan built in MS Excel. It contains the following sections: A. Information Requirements B. Information Description, Collection, and Reporting C. [read more] |
| This is a Communications Plan built in MS Word. It contains the following sections: A. Information Requirements B. Information Description, Collection, and Reporting C. [read more] |
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| This is a real Crisis Management Plan developed in MS Word. INTRODUCTION: This Crisis Management Plan (CMP) has been developed specifically for the SH16 Causeway Alliance [read more] |
| This Customer Creation or Maintenance Request form is created in MS Word. |
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| This Issue Management form is built in MS Word. It contains the following sections: A. General Information â Basic information that identifies the project. Project Title [read more] |
| This Issue Management Log is built in MS Word. It records and tracks issues identified during project execution. The Issue Log and Issue Management document do not replace [read more] |
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| This KPI Sensitivity Model evaluates 3 scenarios. It is built in MS Excel and can be modified to your project needs. |
| This is a very basic Work Breakdown Structure (WBS) template/form built in MS Word. |
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| This is a basic Performance Plan template/form built in MS Word. |
| This is a 1-slide PowerPoint that illustrates a phased approach to Risk Management. |
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| This is an example of a Procurement Schedule, built in MS Excel. |
| This is a Procurement Plan Template built in MS Excel. It contains 2 main sections: Procurement Summary and Procurement Schedule. |
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| This is a Procurement Plan Template built in MS Word. It contains 2 main sections: Procurement Summary and Procurement Schedule. |
| This a Project Charter template built in MS Word. The project charter defines the scope, objectives, and overall approach for the work to be completed. It is a critical element [read more] |
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| This a Project Closure Report template built in MS Word. The Project Closure Report is the final document produced for the project and is used by senior management to assess [read more] |
| This a Project Initiation Checklist template built in MS Word. It contains check list questions around the categories: Objectives, Organization, Project Definition, Risk, [read more] |
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| This a Project Lessons Learned template built in MS Word. Throughout each project life cycle, lessons are learned and opportunities for improvement are discovered. As part of [read more] |
| This a Project Overview Statement template built in MS Word. |
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| This a Project Quality Plan template built in MS Word. Managing project quality requires an approved quality plan encompassing three major quality processes: 1. Quality [read more] |
| This a Project Resource Plan template built in MS Word. The Project Resource Plan provides a record of all resource planning for a project, including the identification of a team [read more] |
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| This document lists and defines Project Schedule Risk Factors, broken down into the categories: - Project Management Risk Factors - Project Resourcing Risk Factors - Project [read more] |
| This is basic Project Team Communication Plan built in MS Excel. |
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| This is basic Project Performance Report built in MS Excel. It reports against the following metrics: BAC - Baseline project cost AC - Total costs incurred in completing [read more] |
| The Project Status Report is a customizable MS Word document that Project Managers may use as a means of formal regular reporting on the status of a project to key project [read more] |
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| You can use this Excel-based "to-do" list to help you keep track of tasks that you need to complete. Enter your own project names, tasks, and notes to personalize the checklist [read more] |
| The Project Analysis Template is a customizable MS Word document. It contains the following sections: A. General Information â Basic information that identifies the [read more] |
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| The Project Budget Plan (Template) is a customizable MS Word document. It contains the following sections: A. General Information â Basic information that identifies the [read more] |
| The Project Charter Template is a customizable MS Word document. It contains the following sections: A. General Information â Basic information that identifies the [read more] |
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| The Project Closeout Report (Template) is a customizable MS Word document. It contains the following sections: A. General Information â Basic information that identifies the [read more] |
| The Project Closeout Transition Checklist is a customizable MS Word document. By default, it contains the following checklist items: 1. Have all the product or service [read more] |
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| The Project Execution and Control Transition Checklist is a customizable MS Word document. By default, it contains the following checklist items: 1. Have all activities, [read more] |
| The Project Initiation Transition Checklist is a customizable MS Word document. By default, it contains the following checklist items: 1. Has the technical and economic [read more] |
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| The Project Management Quick Reference Guide provides a high level overview of creating a project plan and managing that plan through the stages of Initiate -> Plan -> Execute -> [read more] |
| The Project Planning Transition Checklist is a customizable Word document that delineates a series of questions related to the process of the Project Planning Transition. [read more] |
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| The Project Proposal Template is a customizable Word document. It includes the following sections: A. General Information (e.g. status questions, points of contact) B. [read more] |
| The Project Scope and Business Objective form is a customizable Word document. It includes the following sections: A. General Information B. Project Scope (e.g. [read more] |
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| The Project Status Report template is a customizable Word document. It includes the following sections: A. General Information B. Previous Period Activity Status C. Current [read more] |
| This a Quality and Independent Verification & Validation (IV&V) Plan built in MS Excel. It contains 3 spreadsheets: 1) Testing 2) Audit Report 3) Independent Verification and Validation (IV&V) |
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| This a Quality and Independent Verification & Validation (IV&V) Plan built in MS Word. It contains the following sections: A. General Information B. Product Testing (e.g. [read more] |
| Developing the process by which you approach a Request for Proposal (RFP) is an important step toward winning business in a competitive market. Use these steps to build your [read more] |
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| This is a Resource Plan Template built in MS Word. It contains the following sections: A. General Information B. Resources Allocated C. Detailed Resource [read more] |
| This Risk Identification Questionnaire is a customizable Word document. It contains 18 Risk Identification questions. |
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| This Word document provides a high level structure to a Risk Statement Report. |
| This Risk Management Plan is a customizable Word document. It contains the following sections: A. General Information B. Risk Management Strategy C. Risk Analysis [read more] |
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| This Risk Management Plan is a customizable Excel workbook. It contains the following tabs: - Risk Management Plan (Overview) - Risk Analysis Summary - Risk Response [read more] |
| The Roles and Responsibilities Matrix is a customizable Word document. The purpose is to assign departments or individuals to activity categories, define role responsibilities, [read more] |
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| The Scope Statement is a customizable Word document that captures the high level project scope. It contains the following fields: - Project Justification - Project Product - [read more] |
| The Scope Change Log is an Excel document used to capture any changes to project scope. |
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| The Scope Change Request Form is an Excel document used to capture any change requests to project scope. It captures details of the change request, in addition to an Impact [read more] |
| This is a basic template built in MS Word to capture a Team Meeting Agenda. |
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| This is a basic template built in MS Word for a Team Operating Agreement (TOA). |
| The PMO Cost Trend Analysis Template is used to consolidate the cost data from all of the projects within the portfolio so as to be able to produce a consolidate summary that can [read more] |
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| The User Acceptance Report is built in MS Word and includes the following sections: A. General Information B. Project Deliverables and Acceptance Criteria [read more] |
| This is basic WBS template built in MS Excel. It provides a structured table with the following column headers: Element Number WBS Elements (Activity, Task, or Sub-Task [read more] |
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| This is basic WBS template built in MS Word. It provides a structured table with the following column headers: Element Number WBS Elements (Activity, Task, or Sub-Task [read more] |
| This is an example Project Schedule template (built in Excel) for a construction project. This can be easily modified for most projects. |
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| This is a Project Management Office (PMO) tool for conducting an Initial Risk and Complexity Assessment. |
| This is a Project Approval Form built in MS Excel. It also contains a Project Execution Strategy & Schedule (PESS) form. |
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| This Performance Management Plan is built in MS Excel. It contains 3 core sections: - Project Workplan - Performance Measurement Template - Performance Measurement Grading [read more] |
| This is a template for a Project Open Risk Log (built in MS Excel). |
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| This is a Project Management Office (PMO) template for a Closing Checklist. It is created in MS Word and can be easily customized. |
| This is a Project Management Office (PMO) template for a Concept Checklist. Most listed responsibilities relate to the development of the Business Case. It is created in MS Word [read more] |
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| This is a Project Management Office (PMO) template for capturing Lessons Learned. It is created in MS Word and can be easily customized. |
| This is a Project Management Office (PMO) template for a Planning Checklist. It is created in MS Word and can be easily customized. |
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| This document outlines a series of activities related to IT Procurement. It is built in MS Word can be modified to meet your organization's needs. |
| You can use this Risk Assessment and Mitigation Plan to prompt thinking about project related risks. Some risks may be relevant to your project, others may not. At the bottom of [read more] |
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| This editable MS Word document lists the responsibilities for the following roles: Executive Sponsor, Project Sponsor, Program Manager, and Project Manager. |
| This workbook records the work experience in a Project Management Professional's (PMP) application across the following project phases: 1. Initiating Process 2. Planning [read more] |
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| This Project Planning and Monitoring Tool assists in organizing and monitoring project work. By using the task planning section, project milestones and tasks can accurately be [read more] |
| The Project Management Workbook allows project managers, team members, sponsors, and stakeholders to easily track and monitor project activities. This Excel document contains the [read more] |
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| The Project Process Agreement (PPA) documents the agreement between the key stakeholders regarding which reviews will be conducted for the project, which artifacts are [read more] |
| The RACI Matrix is a powerful tool to assist in the identification of roles and assigning of cross-functional responsibilities to a project deliverable or activity. RACI [read more] |
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| The Project Risk Assessment Report is an Excel workbook that evaluates specific project risks across the following areas: 1. Size and Scope 2. IT Tools & Methods 3. Project [read more] |
| The Simple Portfolio Status Report built in MS Excel is a multi-project, high-level status format for visually conveying a quick look at the status of various on-going, [read more] |
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| The Team Responsibility Matrix (RACI) is initially developed during project initiation and is updated/maintained throughout the project life cycle. Matrix may be developed in its [read more] |
| This document is a Detailed Requirements & Traceability Matrix used in Business Analysis (BA). Detailed Requirements record the Quality, Data, Security, Content, Architecture, [read more] |
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| The purpose of the Requirements Traceability Template is to ensure that all design, build and test documents conform to the components of the business requirements. The template [read more] |
| This Resource Planning Template is built in MS Excel. This template can be used throughout the project life from Origination to Execution. In the Origination phase, the PM can [read more] |
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| This is a detailed weekly PMO Status Report. It contains several sections: Progress Report - Team Member to Project Manager Status Report â Project Manager to [read more] |
| This Excel workbook contains a set of Project Management templates related to Strategy Deployment, including: *Balanced Scorecard Project Evaluation Matrix *Project Ranking [read more] |
PowerPoint Toolkit 
Our free PowerPoint Toolkit contains over 50+ slides worth of diagrams, shapes, charts, tables, and icons for you to use in your business presentations. A real time saver for cranking business decks.
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Strategy Development Discussion Deck
This is a discussion deck template for a corporate strategy development session. In this discussion, we go through a 2-prong approach to growth and evaluate the merits of various growth drivers.
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PowerPoint Plugin (Flevy Tools)
Flevy Tools provides a set of automated tools for creating 10 common business diagrams, including Waterfall Charts, Gantt Charts, Chevron Diagrams, Pyramids, Harvey Balls, and more.
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Strategy Development & Execution Primer
Strategy without execution is merely theory. This 54-slide presentation introduces 12 powerful business frameworks spanning both Strategy Development and Strategy Execution.
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Do You Want to Get Lean?
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Waste Too Much Time on PowerPoint?
Get our FREE PowerPoint Plugin (Flevy Tools) for creating common business diagrams, from Gantt Charts to Harvey Balls.
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Do You Run a Consulting Firm?
Learn how to level the playing field with global consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture.
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