Project Management Templates

A3 Report

The A3 Report tells the whole story of a process improvement event in an easy-to-follow format on a single sheet of paper.

But the real power of A3 is not in the report - it is in the A3 Problem Solving method - which will transform the way your people think and the way your managers lead.

Download free trial A3 Report template

A3 Standard Operating Procedure

Editable Word template to define your company's standard procedures for A3 Problem Solving

Download free trial of this template

A3 Approvals

"Pull-based authority may be the most important JIT element of the entire Toyota system." (John Shook, Managing to Learn)

This template makes pull-based authority systematic and transparent.

Gantt Summary Milestone Chart

Simple projects can be planned using this simple tool.

More commonly, you will copy this mini-gantt to an A3 Report to provide an at-a-glance summary of a more-detailed Gantt Chart or To Do List .

Excel Gantt Chart Project Plan

A graphic way for a Project Manager to manage tasks assigned to team members

A gantt chart is the most popular project management tool, and an Excel Gantt Chart provides many advantages over more expensive and complex proprietary software

Download free trial Gantt Chart template

Bowling Chart

Originally introduced for Hoshin Policy Deployment,
this is an excellent tool for managing any type of time-phased project.

To Do List template

A simple way for a Team Leader to manage tasks assigned to team members.
Dropdown data validation lists make it a cinch to filter your data in useful ways.

Can be used as a Project Manager tool or in any team setting

Project Team Facilities Worksheet

Fill-in-the-blanks project template to identify facilities, tools, and software needed - and track the status of providing them

Project Charter template

One of several choices of Project Charter templates.

This one is generic enough to use for any type of project, and has special features to make it easy to quickly copy data from Excel to PowerPoint.

Meeting Agenda template
Meeting Minutes template

To prepare for and get the most from any kind of meeting. This one-page template makes it easy to whip up a time-effective agenda by "filling-in-the-blanks" - and then provides ingenious ways to quickly record color-coded discussions, decisions, assignments, and future topics.

Priorities Consensus Worksheet

To evaluate & prioritize initiatives of any kind.

This tool helps your team come to consensus agreement to answer the question "What should we do next?"

Think training programs, strategic initiatives, continuous improvement projects...

Decision Matrix

The Impact Effort PICK Matrix provides a visually graphic depiction of the trade-offs between the impact that an alternative will probably have toward resolving the problem, and the effort required. This project management template is a powerful tool for any type of group decision making.

Decision Matrix - more info

Decision Matrix

Ground Rules for Working Together

Covenants for mutual respect and productive work habits. "Best of" ideas from other highly effective work teams, and yet fully editable.

Just think of how many "behavioral problems" might have been stopped before they ever started if your team had take 5 minutes to "go over some ground rules" when your team was first forming.

Force Field Analysis

The most common use of this popular change management tool is to identify the forces for and against desired changes - and adjust plans accordingly.

It is also a bit of a "Swiss army tool" that can be put to many creative uses.

Change Management template

This change management tool helps you prepare a change management plan to address the human emotions and concerns that are often so important to help people support your proposed changes.

Organization Chart template

To define both formal and informal work group structures

Team Members, Roles & Responsibilities

A concise project management tool to summarize who is responsible for what

Team Support Roles

Clear responsibilities for the roles that support the various project teams

Customization Log

To make software upgrades easier.

Download free trial Excel template