Project Management Workbook, Step by Step for 2027

Fifteen printable one-page templates for the formal documents of a project, in the order a project needs them, from the brief and charter to the closure report.

Who it's for

Project managers, sponsors and anyone running a project, small or large. A small project, with a few people over a few months, can run on six of the templates; a larger project, with suppliers, several teams or a project board, uses all 15.

What you'll learn

• Propose a project on one page, then authorise it with a signed one-page charter covering objectives, scope, tolerances and governance
• Prioritise requirements with MoSCoW, devised by Dai Clegg and widely used through DSDM, with one acceptance criterion for each
• Plan up to 16 weeks of work in a Gantt chart with owners, durations, dependencies and milestones
• Compare each person’s planned load with the days they really have, and track the budget with commitments, forecasts and contingency
• Keep a risk register with each risk written as cause, event and effect, scored for probability and impact and given an owner
• Run the project with an issue log, dependency tracker, decision log, meeting notes and a one-page status report
• Agree acceptance criteria before the work is finished and close the project formally with results, lessons and sign-off

What's inside

• 52 pages, 15 templates
• Each template has three pages: what it is for and how to fill it in, in numbered steps; a worked example, most with notes on what to notice; and a one-page blank template to print or fill in on screen with any PDF editor that lets you add text
• Worked examples from two fictional UK organisations: an independent museum preparing an exhibition and a software company launching a customer portal
• Template index at the back: every template with its purpose and the page of the blank to print
• A licence to photocopy the templates for your own use and within your own organisation
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

1. Project Brief on a Page
2. Project Charter (One Page)
3. Requirements Prioritisation Sheet
4. Gantt Chart Planner
5. Resource and Capacity Plan
6. Project Budget Tracker
7. Procurement Tracker
8. Project Risk Register
9. Issue Log
10. Dependency Tracker
11. Decision Log
12. Meeting Notes and Action Log
13. Project Status Report
14. Quality and Acceptance Criteria Sheet
15. Project Closure Report

Part of The Ultimate Business Bundle

This workbook is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).