Project Leader Templates

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

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Project Leader Templates

There is a huge number of templates that someone in the Project Leader 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 Leader. 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 Status Report Template
3. Project Budget Template
4. Project Risk Assessment Template
5. Project Schedule Template
6. Project Meeting Agenda Template
7. Project Stakeholder Communication Template
8. Project Change Request Template
9. Project Lessons Learned Template
10. Project Closure Report Template

Reports

Reports are often prepared by a Project Leader 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. Team Performance Report
9. Change Request Report
10. Lessons Learned 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 Leader does and how they do it.

1. Project Initiation Template
2. Project Planning Template
3. Risk Management Template
4. Stakeholder Communication Template
5. Project Execution Template
6. Quality Assurance Template
7. Change Management Template
8. Project Monitoring Template
9. Project Closure Template
10. Lessons Learned Template

Presentations

Project Leader 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. Executive Summary Template
2. Project Status Update Template
3. Budget Review Template
4. Risk Assessment Template
5. Team Performance Review Template

Legal Docs

There are several key times when a Project Leader 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. Non-Disclosure Agreement Template
2. Employment Agreement Template
3. Project Proposal Template
4. Service Agreement Template
5. Non-Compete Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

Setting up Project Leader 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 Leader invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Project Fee Invoice
2. Expense Reimbursement Invoice
3. Mileage Reimbursement Invoice
4. Vendor Payment Invoice
5. Client Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Project Evaluation Survey
4. Team Performance Survey
5. Stakeholder Engagement Survey

Meeting Agendas

Having premade Project Leader 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. Monthly Team Progress Review Meeting
2. Stakeholder Update Meeting
3. Project Planning Meeting
4. Risk Assessment and Mitigation Meeting
5. Project Closure and Lessons Learned Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Team Resource Budget Template
4. Travel and Accommodation Budget Template
5. Equipment and Supplies Budget Template

Dashboards

Dashboards are a useful way for a Project Leader 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 Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Project Leader 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. Monthly Budget Proposal
2. Project Timeline Proposal
3. Resource Allocation Proposal
4. Risk Management Proposal
5. Stakeholder Communication 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 Leader 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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