Run Every Project with Ready-to-Use Documents, Dashboards & Checklists
A complete Excel-based template library covering the full life-cycle: from business case and initiation through planning, execution, tracking, change, risk and closure.
What You Get Inside the $49 Project Management Pack
The pack is organized by how project managers actually work: core life-cycle documents, monitoring tools and supporting governance templates – each supported with a clear Excel or presentation asset.
Project Life-Cycle Documents
Business case, project brief, charter, scope and organization documents that define why the project exists and what success looks like.
Planning Templates & Gantt Tools
Excel Gantt charts, work trackers, resource plans and SWOT analysis templates that help you build a realistic project plan in hours.
Execution, Logs & Control
RAID logs, risk registers, issue logs and execution templates that keep your delivery transparent and under control throughout the project.
1. Initiation & Early Planning
Validate the idea, secure approval and outline the high-level approach using structured documents instead of blank pages.
- Business Case & Feasibility Assessment
- Project Brief, Charter & Stakeholder Summary
- Scope Statement & High-Level WBS
- Initial Risk Assessment & Resource Estimate
- Kick-off Meeting Agenda & Acceptance Criteria
2. Detailed Planning & Scheduling
Translate objectives into a realistic plan covering tasks, milestones, resources and dependencies – fully tracked in Excel.
- Gantt Chart with milestones & dependencies
- Work/Task Tracker with owners & dates
- One-Page Project Summary & Roadmap
- Resource Plan & Capacity Overview
- SWOT, Risk & Action Planning templates
3. Execution, Delivery & Monitoring
Keep delivery on track with execution trackers, RAID logs and status views that make progress visible to the team and stakeholders.
- Execution Excel Template & Work Packages log
- Requirements & Test Case tracking sheets
- RAID Log (Risks, Assumptions, Issues, Dependencies)
- Issue Register & Escalation records
- Weekly Status Update templates
4. Tracking Dashboards & Portfolio Views
Use ready-made dashboards to show status, KPIs and portfolio health at a glance.
- Portfolio Dashboard (multi-project view)
- Progress & KPI visuals for sponsors
- Timesheet & utilization overview
- Timeline & milestone charts
- RACI matrices for clarity on roles
5. Communication & Stakeholder Management
Keep everyone aligned with simple, repeatable communication templates and stakeholder tools.
- Stakeholder Register & Power/Interest mapping
- Communication Plan & Status Report templates
- Meeting Agendas & Minutes
- Programme Benefits Profile
6. Change Control & Risk Management
Protect your scope, schedule and budget with structured change and risk procedures.
- Change Request forms & approval log
- Impact Assessment & Change Plan
- Risk Register, assessment & treatment plans
- Issue logs with actions & owners
- Lessons learned and closure inputs
7. Closure & PMO Support Templates
Close projects properly and reuse the same toolkit across your PMO or consulting practice.
- Project Closure Report & sign-off form
- Benefits realization & post-implementation review
- Lessons Learned report templates
- PMO tracking sheets & summary dashboards
How These Templates Help You as a Project Manager
Beyond the files themselves, the value is in the time you save and the confidence you gain by using a proven documentation system on every project.
- Start new projects in hours instead of rebuilding documents from scratch.
- Standardize how your team plans, tracks and reports projects.
- Improve communication with clean, consistent status templates.
- Identify risks and issues earlier through structured logs and dashboards.
- Give executives and sponsors a professional view of progress and decisions.
- Reuse the same toolkit across multiple industries and project types.
- Onboard junior PMs faster with a “ready-made” project documentation playbook.
- Reduce stress by knowing every phase has a template ready to go.
Visual Preview of Included Dashboards & Templates
A quick look at some of the key dashboards and templates you’ll receive inside the $49 pack.
Bonus: Slides & Planning Dashboards (Included Free)
Alongside the core Excel templates, you also get professional presentation slides and a planning dashboard to share your story visually with leaders and clients.
Who This Pack Is For
Ideal for project managers, consultants and PMO teams who want a practical, Excel-based toolkit instead of scattered documents and one-off files.
Running one or many projects and needing a consistent, professional documentation system.
Delivering projects for clients and wanting reusable artefacts that justify your day rate.
Standardizing project delivery across a department and onboarding new PMs faster.
How It Works
Purchase the pack once for $49 and download all templates instantly.
Open the folder for your current phase (initiation, planning, execution, etc.).
Customize fields, add your data and reuse the same templates across future projects.
Frequently Asked Questions
What software do I need?
The templates are designed for Microsoft Excel (2016 or later recommended) and open on both Windows and Mac. Some supporting docs are in Word/PDF for easy sharing.
Can I customize the templates?
Yes. All templates are fully editable. You can adjust formulas, add columns, change colors and add your logo to match your organization’s branding.
Will this work for agile or hybrid projects?
Absolutely. Even in agile environments, you still need governance, reporting and stakeholder documentation. These templates cover that layer while your team uses boards/tools for day-to-day tasks.
Can I reuse the pack for multiple clients?
Yes, you can reuse the templates on multiple projects and clients. The only restriction is that you cannot resell the raw files as a competing product.
Is there a refund policy?
Yes. You get a 30-day money-back guarantee. If the templates do not help you, simply contact us and we’ll refund your purchase.
Do you offer support?
If you run into issues with a template or are unsure which document to use, you can reach out and we’ll help point you to the right file.
What Other Project Managers Say
“Really great product – templates are well structured and easy to adapt. It saves me hours every time I start a new project.”
“Exactly what I needed: practical PM tools in Excel that support portfolio-level visibility without building everything from scratch.”
“The documentation pack has become my standard kit for client work. It makes my delivery look consistent and professional across engagements.”
Risk-Free 30-Day Money-Back Guarantee
Try the Project Management Documentation Pack in your real projects for 30 days. If it doesn’t help you work faster or communicate more clearly, simply contact us and we’ll refund your $49 – no questions asked.
Get Instant Access to All Project Management Templates for $49
One-time payment. Lifetime use. Download the full Excel template library, dashboards and bonus assets and plug them into your current project today.