A thorough information structure with uniform and appropriate documents ensures that everyone has access to the right information. This also saves time that can instead be used in the creative work.
To concretely support you, we have selected a couple of generic templates for project documents that are ready to be used. These can easily be adapted to suit your needs. If you want to download the templates, click the blue button below to get to the download page.
Project strategic plan – PSP
Content:
The business case is a support for the project sponsor and the senior management. It describes the business idea and the benefits of the project.
The project charter describes the project’s playfield with objectives, exclusions, limits and conditions, as well as how the follow-up is to take place. The document gives the project manager a mandate and ensures that the project sponsor and project manager are in agreement. It can be used to order a phase or the entire project.
Gate decisions support the project sponsor to reconsider the project at the gates. It describes assessments, documents decisions and makes them available.
Change log is used for major changes that affect the project’s playfield. The consequences of the change proposals are described, and decisions documented.
The business objectives evaluation is used to, some time after the project’s delivery, document the degree to which the business objectives have been achieved and to clarify which other measures are possibly needed.
Project operational plan – POP
Content:
The project charter can also be included here for an overall picture for the project manager and the project team.
The operational plan includes elements such as stakeholder analysis, various breakdown structures, organization, communication plan, timeplan, risk analysis, essential lessons learned and more.
Iteration plan means that you select part of the work content from e.g. a work breakdown structure or a product backlog that is then further detailed and planned for the near zone.
Status report or visual board is used to compile and communicate status regularly.
Decision log is a compilation of operational matters and decisions during the course of the project.
The final report reports on the project’s objectives fulfillment and conveys the experiences gained that have been gathered successively during the project.
Download document templates
As a project manager, you are free to use our material free of charge in your own project. The only thing you can’t do, directly or indirectly, is to copy our material and sell it to someone else or use our material in a commercial situation (in training, consulting etc.) as this constitutes an infringement of our copyright. We would obviously appreciate it if you refer to the source when you use the material in your project.
If you want to use the model and templates in any other context than in your project, you are welcome to contact us for a discussion. The templates are provided in currect conditions and we have no resources to handle support of the templates. If you want to modify the templates or change the look of the template, contact us either via info@wenell.se or use the form on the right.
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