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10 Places to Get Free Project Management Templates

3 0 18 Jul 2019
free project management templates

You’ve got responsibility for a project.
And yet… somehow the organisation doesn’t have the documentation you need to
get it started, keep it on track and close it down successfully.

So you turn to the internet to find the
paperwork you need.

Let me make it easier for you. I have
researched the best places to get free project management templates for
download online. And listed them all out for you below.

These are all good, reliable sources of
quality documentation for projects.

But before we get to the template websites,
let’s have a quick recap about how to use the stuff you download.

How to Use Free Project Management Templates

You can find free project management
templates to download all over the internet. You’ll find Excel and Word
versions in the main, with some compatible with Google Docs/Drive, and some
bespoke to the platform providing the template.

However, the quality of free templates
varies greatly. Some are massively detailed and some are at a very high level.
My first tip is that you’ll have to look around to find one for what you need
and that fits your project management environment.

Here are some more tips for using free
templates.

  • Remember to change headers and
    footers in the document to reflect your own project name and organisation’s
    details
  • Change any logo to your own (or
    don’t have a logo at all)
  • Change fonts to your corporate
    font – that’s a big giveaway when sharing documents internally!
  • Only download templates from
    websites where you are confident in the source – don’t take any risks
    downloading files from sites that look and feel dodgy, to minimise the risk of
    accidentally downloading a virus
  • Save a blank version of the
    template, then save another version with a file name related to your project.
    Keep the blank version blank, and fill in the copy. That makes it easier when
    you want to use the template again (especially if you deleted huge chunks of it
    as the contents wasn’t particularly relevant to your first project… but doh!
    You need all those deleted sections for your next project)
  • Edit, edit, edit! Change the
    template to suit your needs. What you download might not be perfectly
    appropriate for your organisation. Feel free to change the documents so that
    they are actually useful. Add sections, take sections away. A free template is
    a starting point, not a tablet written in stone.

Remember: Make sure you have permission to
download and use templates before you take them. Many sites will let you download files for personal use but will have restrictions e.g. you can’t sell them on (as if you would!). Follow the rules, and use your integrity when taking and sharing things others have given you for free.

I’ve done the searching for you and found
legitimate and helpful sources of project management templates online that are
free to download. Let’s go!

1. GirlsGuideToPM.com Free Templates

It would be wrong of me not to include my
own resources on this list! Plus the templates I have for you are awesome.

There are plenty of free templates
available on this site. I’ve collated them all into one resource library. It’s
a password-protected page of the blog with direct links to everything for you
to download.

The most downloaded resource is the Career
Planner.

Inside the resource library you can also
find:

  • A multi-project report template
    on a page
  • A project initiation checklist
  • A project organisation chart

And a bunch of other useful things to save
you starting from scratch.

Free project management templates to help you manage your projects with more confidence and less stress! Why start from scratch when you can use these for your work?
 

Let me into the Resource Library!

Get access to over 20 project management templates, ebooks, checklists and more. The secret password is in your confirmation email!

You can read my privacy policy here.

Success! Now check your email to confirm your subscription.

2. ProjectManagement.com

When I don’t have a template or guide I can direct people to, the next place I send them is ProjectMangement.com.

This site has a library of free templates.
You’ll need to sign up to access the resources, but that’s free and there are
also active discussion forums. If you are a PMI member, you’ll get access to
the resources marked Premium as well, so that’s an added bonus.

The listings can be a little hard to
navigate to find exactly what you want, so use the search box on the site to
help narrow down what you are looking for. I also think that the templates are
sometimes over-engineered for smaller projects, so you may have to simplify
them .

If you are looking for information on project budgeting, check out my blog over at ProjectManagement.com, The Money Files.

3. ProjectManager.com

ProjectManager.com is a software tool, but they have a massive set of resources that work without their software.

Whether you are looking for a To Do list
template or a project proposal document, these Excel and Word templates will
save you from starting from scratch.

4. GanttPRO templates for schedules

If you are looking for a starting point for a Gantt chart, GanttPRO has a bunch of templates you can use covering product launches, event planning, maintenance schedule, marketing, retail, creating a course/education programme, and more.

You don’t have to register to see the
template, but they are Gantt chart templates designed to work within GanttPRO. Once
you’ve started customising it, you’ll need to create an account if you want to
keep it.

If you don’t want to use GanttPRO, or can’t
for some reason, the template Gantt charts will still give you a good idea of
the tasks, phases and milestones for you to include in your own planning.

The product launch template in GanttPRO.

5. Infrastructure & Projects Authority assurance
templates

The Infrastructure & Projects Authority
(IPA) arranges and manages project assurance reviews for the UK governments’
complex and high risk projects.

They have a suite of guidance available on assurance and internal review, including some templates. My favourite is the ‘critical friend’ template, which is most relevant for the kind of work most of us do – given that there aren’t that many project managers in the world running complex government transformation projects with budgets that run into the billions, and accountability to tax payers.

Download the ‘critical friend’ project assurance template on gov.uk

6. PRINCE2 Templates from Axelos

If you work in a PRINCE2 environment,
you’ll be aware that it’s quite document heavy! The latest version of PRINCE2
has a focus on tailoring, so you should be picking and choosing the
documentation that you need, instead of creating everything.

However, you’re always going to need the basics, and you can get free editable Word versions of several PRINCE2 core documents from Axelos. They have:

  • Business case
  • Project brief
  • Project initiation document.

You’ll have to create a free account to be
able to access the templates.

7. Project Bliss

Leigh Espy’s blog, ProjectBliss.net, has a range of downloadable, practical project management templates, with no software bias attached.

Her scope statement template is particularly useful – scope creep is one of the project management bug bears, so start out the way you intend to continue and squash it from the beginning!

8. Excel Templates from Vertex42

Vertex42 is a site dedicated to Excel, so
if you are like many of the project managers I know, and use Excel heavily for
task management and tracking, you could find some good templates here.

The Excel project-related templates include an earned value tracker, work breakdown structure template, sample timelines and Gantt charts and more. There are lots, so it’s definitely worth taking a look to save yourself a job.

They also work with Google Sheets.

9. Programme Management Templates from University of
Illinois

Do a search for “.edu project management
template” and you’ll find quite a lot of universities have a PMO that makes
templates available for general use. They are obviously aimed at projects run
within the university environment, but you could just as easily adapt them for
other industries. Project management is nothing if not transferable.

The University of Illinois has a particularly good selection. Check out the artefacts per lifecycle stage for a bunch of project management templates, and the programme management toolkit for documentation for the wider PMO.

10. Project Methodology Templates from University of
Bristol

The same approach works for .ac.uk sites,
which can also help you find a bunch of templates suitable for managing
projects in any industry. As with many of the sources mentioned in this article
(including my own templates) you’ll have to take off the original logo and
replace that with your own (or nothing).

The University of Bristol Strategic Projects and Programmes site has a range of available project management templates, particularly aimed at a PRINCE2 environment, as that is what the university uses itself – and the templates are predominantly for internal use.

They are mainly Microsoft Office documents
and are mainly related to project control documentation like the functional
spec and various reports.

University of Bristol templates

With the huge range of project templates
available for free online, you may be able to find everything you need. However
if you are looking for more detailed documentation, or curated template
bundles, check out my online
store
.

My paid-for templates come with
detailed notes to explain what to put in what section and some have examples.
All are great value for money and everything you need to save time and get
started managing projects in a reliable, repeatable and efficient way.

buy project management templates

Note: These sources were reliable and
correct as at 28 June 2019. It’s your responsibility to make sure you are
downloading templates that are suitable for use in your project environment,
and it’s your responsibility to make sure you are following any restrictions on
using free templates.

Pin for later reading:

10 Places to find free project management templates

Let me into the Resource Library!

Get access to over 20 project management templates, ebooks, checklists and more. The secret password is in your confirmation email!

You can read my privacy policy here.

Success! Now check your email to confirm your subscription.

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