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Basic project management templates. Each template provides information on how to use it.


  • Project PlanIf you are not ready for project management software, but are managing projects - and we bet you are - we have a spreadsheet template to get you started. 

  • Project Scope: A project scope document helps to define the objectives, deliverables, tasks, timelines, and constraints of a project, providing a roadmap for project execution and ensuring alignment among stakeholders.

  • Task List: Also a spreadsheet template - this task list can work alongside your project plan for documenting the smaller tasks or can be used as a stand-alone tool to help you track all the many tasks happening in your department or your business.

  • Lessons Learned: Once a project is completed - or even after a major phase of a project is completed, we highly recommend meeting with your team and having an open and honest conversation about what worked and what didn't. The purpose is to not only allow your team to be heard and contribute, but to document these comments to learn and inform future projects. 

  • RAID Log: What does RAID mean?

    • R=Risks: Risks are things that could happen during the course of a project, but haven't happened yet.

    • A=Assumptions: What are you assuming about this project? These are very helpful to uncover and determine if your assumptions are correct. Team may also realize some action steps are needed to validate the assumption.

    • I=Issues: Issues are what is happening now and can be a problem, an inconsistency, or a conflict. 

    • D=Decisions: What decisions did you make along the way that affected the project?

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