Get the essential documents for running a project, all in one comprehensive bundle.
This bundle contains:
Business case template
Project charter template
Project plan template, comprising sections for the following sub-plans:
Requirements management plan
Scope management plan
Schedule management plan
Cost management plan
Quality management plan
Human resource management plan
Communications management plan
Risk management plan
Change management plan
Project workbook including risk, issue, action, changes and dependencies trackers, milestone summary, communications calendar summary, contacts list and a high-level project schedule template in Excel
Project report template
Project budget template including invoice tracker
Lessons learned minutes template, with enough guidance to help you plan a successful lessons learned workshop
Project closure document template
This template kit has all the essential documents you need to manage your project from start to finish.
Straightforward advice in the templates along with sample text so you know how to fill them out
Tried-and-tested by real managers
Microsoft Word/Excel files for full compatibility
Please note this bundle contains the Project Workbook & Budget Tracker. If you only want those files, you can grab them here.
This is a digital download (.zip file). Nothing will be shipped.
All the ebooks, templates, checklists and bundles are digital files.
I'm unable to provide technical help, due to the variation between different IT systems.
Training courses are provided via the Teachery platform. You will get an email with your login details. If you do not receive them, please get in touch and let me know - I will make sure you have access to the course materials.
Here are some instructions that may help you access the ebook and template files if you are having trouble.
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How to unzip a .zip file:
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On a laptop or desktop computer:
Save the file to your computer.
Right click
Choose 'Extract all'
Select a destination for your files (Browse to where you want them to be saved)
Click Extract
Navigate to where you saved the files to open them.
If you want to access the files on your mobile device, you can add them to iCloud or Dropbox so they are shared across your devices.
How to read a PDF file:
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If you don't have software on your device that can read a PDF file, pleaase install one. Adobe Reader is the most common software (it's free).
This has happened to me multiple times: I download something and then can't find it on my computer! Check the Downloads folder (under My Computer). Or use Explorer to search for the name of the file you just downloaded. Sometimes you can also see the file in your browser download history.
Really helpful, thanks. I love your website, your products and your enthusiasm!
a
anthony hayward
Great Project Resource
I save so much time by using the templates. The templates are the absolute best resource I have found to manage projects. Thank you, Sandy
Thanks, Sandy! Glad you found them useful.
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Wesley Farriss
Essential Project Documents Bundle
S
Sajid Ali
Great collection!
Thanks, Liz, for putting this together.
They formed a great starting point for me to customise (heavily) and use it for my projects. They have certainly had a positive impact. 👍
Thank you. 🙏
Thanks! Glad you found them useful.
A
Antonina
Extremely useful files
Files are amazing, so far maybe the best templates I've used. Everything is simple but very effective.
Compliant with PRINCE2 , and sooo easy to follow. Thanks a lot ;)
Thanks, Antonina, I'm glad you found them helpful!