PM Toolkit
Production-ready templates and tools I've used across dozens of projects. Download, customize, and use them in your own delivery workflow.
Weekly Status Report Template
PopularA one-page status report template that answers the 5 questions every stakeholder cares about. RAG status, key deliverables, blockers, next steps, and asks.
- •Project Overview & RAG Status
- •Key Accomplishments This Week
- •Blockers & Risks (with owners)
- •Next Week's Focus Areas
- •Decisions Needed / Asks
- •Milestone Tracker (visual)
Risk Register Template
PopularA comprehensive risk register with probability/impact scoring, mitigation strategies, escalation triggers, and status tracking. Pre-loaded with 20 common software project risks.
- •Risk ID & Category
- •Description & Root Cause
- •Probability (1-5) & Impact (1-5)
- •Risk Score (auto-calculated)
- •Mitigation Strategy & Actions
- •Owner & Status
- •Escalation Trigger
- •Pre-loaded: 20 common software risks
Sprint Planning Worksheet
A structured sprint planning sheet with capacity calculator, story sizing guide, sprint goal template, and commitment tracker.
- •Team Capacity Calculator (per person)
- •PTO & Meeting Load Deductions
- •Story List with Size & Priority
- •Sprint Goal Template
- •Commitment vs. Capacity Comparison
- •Historical Velocity Reference
Stakeholder Mapping Template
PopularA power/interest matrix template for mapping stakeholders, defining engagement strategies, and tracking communication cadence.
- •Power/Interest Matrix (visual)
- •Stakeholder Profile Cards
- •Engagement Strategy per Quadrant
- •Communication Plan (frequency, channel, content)
- •RACI Matrix Template
Project Health Dashboard Template
A ready-to-use dashboard template for tracking velocity, cycle time, sprint completion rate, and defect trends. Works with Jira export data.
- •Velocity Chart (last 8 sprints)
- •Cycle Time Distribution
- •Sprint Completion Rate Trend
- •Defect Escape Rate
- •WIP Aging Analysis
- •Cumulative Flow Diagram Data
Definition of Done Checklist
A customizable Definition of Done checklist covering code quality, testing, documentation, deployment, and stakeholder acceptance criteria.
- •Code Quality Checks (review, linting, standards)
- •Testing Requirements (unit, integration, E2E)
- •Documentation Updated
- •Deployment & Rollback Plan
- •Performance & Security Review
- •Stakeholder Acceptance Criteria
- •Team-specific Extension Section
Retrospective Facilitation Kit
Popular5 different retrospective formats with facilitation guides, timer suggestions, and action item tracking. Includes tips for remote teams.
- •Format 1: Start / Stop / Continue
- •Format 2: 4Ls (Liked, Learned, Lacked, Longed For)
- •Format 3: Sailboat Retrospective
- •Format 4: Mad / Sad / Glad
- •Action Item Tracker with Follow-up
- •Remote Facilitation Tips
Release Planning Template
A release planning template with feature prioritization matrix, dependency tracker, go/no-go checklist, and rollback plan template.
- •Release Scope & Feature List
- •Priority Matrix (MoSCoW)
- •Dependency Tracker
- •Go/No-Go Decision Criteria
- •Rollback Plan Template
- •Post-Release Monitoring Checklist
Agile Project Roadmap
PopularA comprehensive agile project roadmap template covering project vision, scope, sprint planning, epics breakdown, risk management, stakeholder communication, and KPIs. Pre-structured with tables for timeline, dependencies, and change management.
- •Project Overview & Vision Statement
- •Scope Definition (In/Out of Scope)
- •Agile Framework & Ceremonies
- •Roadmap Timeline with Milestones
- •Epics & Features Breakdown
- •Sprint Plan Structure
- •Risk Register with Mitigation
- •Stakeholder Communication Plan
- •Success Metrics & KPIs
- •Definition of Done & Change Management
Project Management Plan
PopularA detailed, PMI-aligned project management plan covering scope, schedule, cost, quality, resources, communications, risk, procurement, and stakeholder management. The single source of truth for how a project is executed, monitored, and controlled.
- •Executive Summary & Project Charter Reference
- •Scope Management Plan & WBS
- •Schedule & Milestone Plan
- •Cost / Budget Management Plan
- •Quality Management Plan
- •Resource & RACI Plan
- •Communications Management Plan
- •Risk Management Plan & Register
- •Procurement & Stakeholder Management
- •Change Control & Governance
Statement of Work (SOW)
PopularA professional Statement of Work template for client and vendor engagements. Clearly defines objectives, scope, deliverables, timeline, acceptance criteria, pricing, payment terms, assumptions, and sign-off — the contractual backbone of any project.
- •Parties & Engagement Overview
- •Background & Objectives
- •Scope of Work (In / Out of Scope)
- •Deliverables & Acceptance Criteria
- •Timeline, Milestones & Dependencies
- •Roles, Responsibilities & Governance
- •Pricing, Payment Schedule & Terms
- •Assumptions, Constraints & Change Control
- •Confidentiality & IP Ownership
- •Signatures & Approval
Need a custom template?
If you need a template customized for your team's specific workflow or tooling, reach out and I'll help you build it.
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