Category 1 of 4

Initiation and Planning

Make the project real: the case, the charter, the people, the scope and the dates.

Initiation and Planning templates

Word document

Project Charter

A blank charter with twelve sections and fillable tables, plus a finished Northwind example.

$15 View Product: Project Charter
Excel workbook

Business Case

Investment, benefits and run costs in one place, turned into NPV, IRR, payback, ROI and an options comparison.

$19 View Product: Business Case
Excel workbook

Stakeholder Register

Every stakeholder scored for power and interest, with an engagement gap, a strategy and a contact schedule.

$12 View Product: Stakeholder Register
Excel workbook

Stakeholder Map

A power and interest grid that places every stakeholder in the right quadrant for you.

$9 View Product: Stakeholder Map
Excel workbook

RACI Chart

One row per deliverable, one column per person, with checks for missing or doubled Accountables and load limits.

$12 View Product: RACI Chart
Excel workbook

WBS

Set a level and the WBS code writes itself, with hours, cost and percent complete rolling up to every parent.

$15 View Product: WBS
Excel workbook

WBS Dictionary

What each WBS element means: the work, the deliverable, the acceptance criteria and who owns it.

$12 View Product: WBS Dictionary
Excel workbook

Milestone Schedule

Baseline, forecast and actual for every milestone, with slip, RAG status, a timeline and an end-date health check.

$15 View Product: Milestone Schedule
Excel workbook

Dependency Map

Inbound and outbound dependencies side by side, a who-waits-on-whom map and a critical list of what is slipping.

$12 View Product: Dependency Map

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