Free Project management templates

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Business Case determines the economic viability of the project and gives subsidies to classify it in the project portfolio.

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Business Plan describes the business strategy divided into the following sections:

• Executive Summary
• Analysis of the Current Situation
• SWOT Analysis
• Objectives - Financial and Marketing
• Marketing Strategy
• Action Plan
• Projection of Financial Results

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Log of change requests.

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Change Request documents the requested changes.

The requests should be approved as workflow defined in the Project Management Plan.

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Communications Matrix using quality tool 5W2H with the following columns:

What?: Which information
Why?: Purpose
Who?: Who is the responsible
Who?: Who needs the information
When?: When & How often
Where?: Where the information will be stored
How?: Template
How?: Procedures & Best Practices

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Issues Log is a fundamental document for continuous improvement in the projects.

Through it, you will see all of the issues / problems occurred in your project and the way in which they were resolved.

We also use the Issues Log with the risk management, since the problems occurred are threats not previously identified during the project planning.

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Lessons Learned document is used to learn from the mistakes and successes of the project.

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Meeting Agenda

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Minutes of Meeting.

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Project Charter

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Project closure used to formalizes the acceptance of the Project considering it completed.

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Project Management Plan that integrates all subsidiary plans.
This version is already filled with a proposal based on our methodology.

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Template of a project schedule based on our methodology.

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Project Scope Statement:

Describes the project deliverables and the work required to create them. 
Provides also a common understanding of project scope among stakeholders.

May contain explicit exclusions from the scope that can help manage the expectations of 
stakeholders.

Enables staff to perform more detailed planning, directs the work of the same during execution and provides a baseline for evaluating whether requests for changes or additional work are contained in scope or are external to the project boundaries.

[Output of the process 5.3 Define Scope of the PMBOK® Guide Fifth Edition]

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Proposal Template to respond to RFPs-Request for Proposal.docx.

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RFP - Request for Proposal.

Scope should be clear, well-defined and with measurable criteria.
You must adapt it to your needs

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RFQ - Request for Quotation: 
Used to quote items when discussions between suppliers are not necessary and the price is the main factor in purchase decision.

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The risk register is started in the process 11.2 Identify risks of the PMBOK® Guide 5^th Edition and is updated by other processes.

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SOW - Statement of Work.

Description of a product or service to be purchased under a contract; Statement of requirements.

The SOW should give sufficient information for the vendor to create and price a proposal cohesive with your project needs.

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Register of stakeholders that provides identification information and additional information as main expectations and responsibilities.

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Status Report of the project.

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Status Report of the project with powerpoint.

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Template of our templates

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Dictionary of the WBS.

The WBS dictionary serves to detail each component of the work breakdown structure (WBS). 
The WBS dictionary essentially defines the limits of what is included in the work package.

Output of the process 5.4 Create WBS of the PMBOK® Guide - Fifth Edition.