Project Management Templates



What Is Project Management?


Projects operate outside the usual range of functions of a business and are generally one time events.  Projects have three constraints: Results, Budget and Time.  For a project to be successful it must achieve the desired results, be completed within budget and be completed on time.


The size, scope and complexity of a project dictates how a project will be managed.  Not all projects should be managed using the same templates, forms and processes.  It is easy to overwhelm a project manager with meetings and paperwork to the point where their project is doomed to failure before it even starts.  Use the components of the project management process that will drive a project to a successful conclusion.


Project Management Phases


Projects are organized around 4 phases:


  • Concept: Organizations often have too many projects and too little time to implement them.  A process is needed to evaluate each project and determine if that project warrants the commitment of resources (both people and money).  This evaluation takes place in the concept phase of a project.  During the concept phase the project manager presents a high level overview of the project.  This information will be evaluated and a determination is made on whether to pursue the project.   Many projects never make it out of the concept phase.
  • Planning:  During the planning phase the cross-functional planning team is identified and the project is officially started.  The project scope is defined and a project plan is created identifying tasks, resources and a timeline.  Third party vendors, if needed, are identified in this phase.
  • Implementation:  The project plan is executed during this phase.  Issues are identified and resolved, system test plans are developed and implemented, training needs are outlined, etc.  Communication between the project team and project stakeholders is critical during this phase.
  • Closeout: Project deliverables are transferred to the customer (either internal or external).  At this time lessons learned are captured, successes and failures recognized, project documentation is archived and the project team is released.


Project Management Templates and Forms


Projects are managed using standard project management forms:


  • Meeting Agenda
  • Meeting Minutes
  • Issues Document
  • Scope Document
  • Roles and Responsibility Chart
  • Project Task Plan
  • Communication Plan
  • Risk Assessment (optional depending on size and complexity of project) 




Developing Project Management Templates and Forms

I was a Senior Vice President over Strategic Planning at Prudential Bank when I was asked to build a Project Management Office.  My first task was to develop a project management process.  I spent a week reviewing the Prudential Financial Project Management process as well as the project management process of a number of different organizations.  I quickly realized that an organization of several hundred employees would not be able to support a complex and paper intensive process.  I developed an effective simplified project management process and the associated project management forms.  The process resulted in a reduction in the number of projects pursued, a more effective use of limited resources and a high success rate of completed projects. 
Jackie Willey


What Are Your Next Steps?


Are you ready to get started on developing your Project Management Templates and Forms? An initial consultation is only $100.  Here is what you get. 


  • A 60 minute one-on-one phone consultation with Jackie Willey. Each consultation is personalized to fit the client’s needs.
  • After the phone consultation you will receive a document detailing the conversation including any decisions you have made, ideas that have been raised and any other pertinent information.
  • The $100 fee is applied to the cost of developing your Project Management Templates and Forms if you decide to use Jackie Willey.
  • Clients often find it most effective to send Jackie Willey an e-mail with their questions in advance of their discussion. Other clients don’t know where to start and need help developing a plan. Jackie is flexible and will work with you to get the most out of the conversation.


Still Not Sure? Free Consulting Is Available


Jackie Willey is available for a free 30 minute consultation to discuss developing your Project Management Templates Forms and help you develop the best strategy to meet your needs.


Get started today by e-mailing Jackie at
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