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| Credit: Souther Salazar |
The 46 core templates are divided into two groups, Basic (18 templates) and Advanced (28 templates). Basic templates define the core set of processes all project managers need to understand.
Advanced templates focus on more complex project governance, work breakdown structure, scheduling, performance reporting, and program management issues. To learn more about the Advanced templates, go here.
- Project charter: The Project charter is issued by the sponsor to formally authorize the existence of a project and provides the project manager with authority to apply organizational resources to the project.#Integration
- Project definition: The Project definition contains the results of the Defining activities. Those results are used as a starting point to build the project plan. #Scope
- Organization breakdown: The Organization breakdown structure outlines each organizational unit’s responsibilities toward completing the project. #HR
- Work product list: A listing of all the work scheduled to be completed during a project, and a description of the proposed work. The Work Products are created for and used by the project. #Scope
- Deliverable definition: Describes deliverables, their components, delivery conditions, and acceptance criteria. #Scope
- Risk definition: Describes risks associated with the project. Usually presented with probability of occurrence, qualitative description, and quantitative prediction of outcomes if triggered. #Risk
- Milestone tracking: Contains a sequenced summary of main events (key milestones) planned throughout a project. Milestones provide an easy way to break the project down to sub-component parts, making it more manageable. #Time
- Financial plan: Contains tables showing the estimated and budgeted amounts for project expenditures and revenues separated into expenditure type and accounting timeline. #Cost
- Risk plan: A compilation of the project mitigation, contingency and related reserve plans for handling threats identified in the Risk definition template. #Risk
- Controls list: Describes plans and procedures that are used to manage the project. Also contains records of plan implementation and execution of procedures. It serves as a summary of the management methods and proof that they were followed. #Quality
- Action tracking: Tracks unplanned work and is tracked by the project manager. Includes actions, who is assigned to the action, due date, and current status. #Integration
- Project status: Statuses the project as detailed in the communication plan. #Communications
- Change request: Provides information necessary for the control board to handle unforeseen changes to the projects. It includes a description of the reasons for the change, how it will affect the project, and how it will be implemented and monitored. #Integration
- Quality review: Collects data used to prepare, perform, and audit a quality review. May also apply to a business or management review, and contains information required to follow-up on results. #Quality
- Issue tracking: Lists issues (concerns) as they occur throughout the project. #Integration
- Incident tracking: Documents events in which a Sponsor or supplier is not meeting an obligation under the Agreement, excluding defects. Identifies all the compliance incidents, their owners, the Sponsors or suppliers involved, and their individual status. #Quality
- Deliverable tracking: Tracks deliverables from release to acceptance. #Integration
- Conclusions log: Records identification and resolution of findings. #Communications
- Change order: Contains information needed to implement approved change requests.
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