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Dollars & Sense

These project management tools are practically free when you empower your team with multiple bundles of Systems2win templates.

Features & Benefits

All Word & Excel -
Your people already own and know
Affordable - so every team member can share
Fill-in-the-blanks easy with extensive help - increasing what your people can do in-house
Professional tools for professional results

When you're managing a Lean Six Sigma, TQM, or Business Process Improvement project, who has time to "create a template for that"?

Here is a quiver full of field-proven project manager tools ready to just fill in the blanks and get on with the next phase of your project.

No time delays...
No cost overruns...
Just thorough, timely deliverables that will impress even your most demanding managers and executives

Project Management templates

Even if a few people in your company already own a few copies of proprietary project management software, wouldn't it be nice to have Excel templates that everyone can use?

Or call us for a quick live web demo to finish answering your questions

Project Management Templates

Project management tools with all the power
and familiarity of Microsoft Word and Excel

Get ALL templates on this page
as part of the Kaizen & Project Tools bundle

for one low price with steep quantity discounts
to empower every one of your team members

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Excel 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.	A3 Report
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.	Approvals for A3 Problem Solving
Gantt Summary 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	Excel Gantt Chart
To Do List template A simple way for a Team Leader to manage tasks assigned to team members. Drop-down 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 tool to identify facilities, tools, and software needed - and track the status of providing them
Project Cost Estimate Worksheet Project manager template to estimate project costs Sample is for estimating costs of an ERP Project, but can be used for estimating costs for any kind of project
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.	Meeting Agenda template
Priorities Consensus Worksheet To evaluate & prioritize initiatives of any kind.
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
Issues Worksheet a) To organize and resolve issues faced by a project or team b) To identify potential software customizations, and formally approve them (or not) Software customizations are often a wildcard cause of project budget over-runs - both time and money. This tools helps you get a handle on them.
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.
Change Management Worksheet Any experienced Project Manager will agree that the hardest part of any process improvement project are "the people issues". This tool helps you identify possible concerns and objections to your proposals, and to prepare approaches to help people embrace change.
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.
Many Project Managers will also find our training program templates to be of interest - because there aren't very many projects that don't involve some training. And if you happen to be doing an enterprise software project, you will also want the Software Project Management templates that also come with the Kaizen & Project tools bundle.