Project Co-Ordinator Templates

Looking for Project Co-Ordinator Templates to download? See the main templates that a Project Co-Ordinator would use in their day-to-day work.

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Project Co-Ordinator Templates

There is a huge number of templates that someone in the Project Co-Ordinator role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Project Co-Ordinator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Plan Template
2. Project Schedule Template
3. Project Budget Template
4. Risk Management Template
5. Stakeholder Communication Template
6. Project Status Report Template
7. Meeting Agenda Template
8. Meeting Minutes Template
9. Project Change Request Template
10. Project Closure Report Template

Reports

Reports are often prepared by a Project Co-Ordinator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Project Status Report
2. Resource Allocation Report
3. Budget Variance Report
4. Risk Assessment Report
5. Stakeholder Communication Report
6. Project Schedule Report
7. Quality Assurance Report
8. Change Request Report
9. Lessons Learned Report
10. Project Closure Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Project Co-Ordinator does and how they do it.

1. Project Initiation Template
2. Project Planning Template
3. Risk Management Template
4. Stakeholder Management Template
5. Project Communication Template
6. Project Budgeting Template
7. Project Schedule Template
8. Quality Management Template
9. Change Management Template
10. Project Closure Template

Presentations

Project Co-Ordinator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Project Status Update
2. Project Timeline
3. Project Budget Analysis
4. Stakeholder Meeting
5. Project Risk Assessment

Legal Docs

There are several key times when a Project Co-Ordinator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Project Charter Template
2. Project Plan Template
3. Risk Management Plan Template
4. Change Request Template
5. Project Closure Report Template

Health & Safety Templates

Health & Safety templates for a Project Co-Ordinator ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Risk Assessment Template
2. Incident Report Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Project Co-Ordinator calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Team Meeting Calendar
3. Task and Deadline Calendar
4. Resource Allocation Calendar
5. Project Milestone Calendar

Invoice Templates

Several types of Project Co-Ordinator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Project Initiation Invoice: This invoice is used to bill clients for the initial planning and preparation work that goes into starting a new project.
2. Milestone Invoice: This invoice is used to bill clients for specific milestones that have been achieved during the project, such as completing a certain phase of work.
3. Time and Materials Invoice: This invoice is used to bill clients for the time and materials used on a project, such as hourly rates for labor and costs for materials.
4. Final Invoice: This invoice is used to bill clients for the final payment due at the completion of the project, after all work has been completed and approved.
5. Change Order Invoice: This invoice is used to bill clients for any changes or additions to the original project scope that were agreed upon during the course of the project

Survey Templates

For a Project Co-Ordinator to get insights related to the work they do, they need to send out Project Co-Ordinator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Project Satisfaction Survey
2. Stakeholder Feedback Survey
3. Team Performance Evaluation Survey
4. Risk Assessment Survey
5. Project Progress Tracking Survey

Meeting Agendas

Having premade Project Co-Ordinator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Project Kick-off Meeting
2. Weekly Project Status Meeting
3. Stakeholder Update Meeting
4. Project Review Meeting
5. Project Planning Meeting

Budget Templates

To manage finances well, a Project Co-Ordinator would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Project Budget Template
2. Expense Budget Template
3. Revenue Budget Template
4. Resource Allocation Budget Template
5. Cash Flow Budget Template

Dashboards

Dashboards are a useful way for a Project Co-Ordinator to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Progress Dashboard
2. Resource Allocation Dashboard
3. Budget Tracking Dashboard
4. Risk Management Dashboard
5. Stakeholder Communication Dashboard

Proposal Templates

For bidding or requesting work, a Project Co-Ordinator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Project Scope Proposal
2. Budget Proposal
3. Resource Allocation Proposal
4. Risk Management Proposal
5. Project Timeline Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Project Co-Ordinator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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