It’s hard enough to put better ways of working into practice without having to invent everything yourself. Here are some templates I use in managing projects to help you get started. They’re useful tools to keep projects organized and to help with communications. They’ve also kept me out of trouble. Each document has notes explaining what to do.
NOTE: These MS Word files are all documents, not Word templates, so be sure they all have a .doc file extension when you download them, not .dot. None of these files contain macros. The files are clean and virus-free when they leave here, but I don’t know what may happen between here and there, so practice safe-computing.
- Project_Plan.doc — A complete plan template for small to large projects.
- Progress_Report.doc — A template for a 1 – 2 page report summarizing progress on a project. The format is “what we did last period”, “what we’re doing next period” and “issues we’re working on now”.
- Change_Request.doc — A template for a request summarizing change on a project. The format is “what the change is”, “why it’s needed” and “impact on the project”.
- Lessons_Learned.doc — Hold a team review to discuss how the project went. This template gives suggestions for the process, and a sample output report.
These are my four most-used forms since they work for any size project. I’ll see what other work aids I can find.

