Project Manager Templates

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

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Project Manager Templates

There is a huge number of templates that someone in the Project Manager 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 Manager. 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 Charter
2. Project Plan
3. Risk Register
4. Stakeholder Analysis
5. Project Status Report
6. Change Request Form
7. Meeting Agenda
8. Meeting Minutes
9. Budget Tracker
10. Resource Allocation Matrix

Reports

Reports are often prepared by a Project Manager 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 Manager does and how they do it.

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

Presentations

Project Manager 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 Template
2. Project Timeline Template
3. Project Budget Template
4. Project Risk Assessment Template
5. Project Stakeholder Communication Template

Legal Docs

There are several key times when a Project Manager 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 Manager 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 Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Timeline Calendar
2. Team Availability Calendar
3. Meeting Schedule Calendar
4. Task Assignment Calendar
5. Project Milestone Calendar

Invoice Templates

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

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

Survey Templates

For a Project Manager to get insights related to the work they do, they need to send out Project Manager 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. Stakeholder Engagement Survey
5. Team Performance Survey

Meeting Agendas

Having premade Project Manager 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 Kickoff Meeting
2. Weekly Project Status Meeting
3. Stakeholder Update Meeting
4. Project Review Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Project Manager 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. Resource Allocation Budget Template
4. Cash Flow Budget Template
5. Cost Control Budget Template

Dashboards

Dashboards are a useful way for a Project Manager 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 Manager 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 Manager 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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