The document provides templates and slides for project management elements such as a project brief, risk identification, communication plan, task matrix, cost estimate, and dashboard. It includes over 20 slides with editable text fields addressing key areas of project planning and execution such as the project description, management team, timeline, and budget. The templates are intended to help capture essential information to define, track, and manage a project from start to finish.
2. Content
Project Brief
Project Description
Risk Identification
Risk Management
Report
Project Management
Team
Project Timeline
Risk Assessment
Task Matrix
Risk Tracker
Activities Sequence
Communication
Plan
Roles &
Responsibilities
Project Work Plan
Project Progress
Summary
Project Management
Gantt Chart
Project Task List
Project Management
Dashboard
2
3. Project Brief
Title
Type Your Text
Here
Date MM/DD/YY
Clients/ Organization Details
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your needs and capture your
audience's attention.
Text Here Text Here
Introduction/ Overview
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your needs and capture your
audience's attention.
Text Here Text Here
Project Objectives
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your needs and capture your
audience's attention.
Text Here Text Here
Project Scope
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your needs and capture your
audience's attention.
Text Here Text Here
Target Audience
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your needs and capture your
audience's attention.
Text Here Text Here
Success Factors
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your needs and capture your
audience's attention.
Text Here Text Here
Budget Details
The project budget is estimated to
cost $20000 Text Here Text Here
3
4. Project Description
Description 5
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Description 4
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Description 3
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Description 2
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Description 1
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Project
Title:
Describe in
detail, what the
project is all
about
4
5. Risk Identification
Type Of Risk Jeopardy
Description of
the Risk
Expectation of
the Risk
Impact of the Risk
(1 to 10)
Severity of the
Risk (Expectation
x Impact)
Contigencies/ Plan
of Acton
Delay of critical
resource
Budget Schedule
No Funds available
until XYZ individual
is located
Contact
organization to
locate XYZ
individual
Delay getting
additional data
Schedule
Contractor is
currently searching
for it
Focus on task not
additional
contingency
required
Extra Project Asset
Schedule
Resources
Can’t obtain any
extra Assest
Not necessary at
this time
1 10
1 10
1 10
63
21
10
20
30
70
For effectively managing a project,
it is important to identify all the
possible risk elements which
might get associated with it. Below
is a template which you can use to
list down all the possible types of
risk and mention there possible
impact on the project
5
6. Types of
Risk
Insignificant Minor Moderate Major Severe
Delay of critical
resource
Delay in getting
additional data
Schedule overruns
Poor
Communication
Skills gap
High Low Medium Critical
Risk
Management
Report
Once the identification of
risk is completed, you can
list down the level of impact
these risk factors would
have on the project using
this template below
6
7. Project Management Team
Team A Team B Team C Team D
Put Text
Here
Text Here
Text Here
Text Here
Text Here
This slide covers all
those people who
would be
associated with this
project
7
8. Roles & Responsibilities
Project Leadership Project Team Members Project Sub- Teams External Resources
Initial Phase Activities
Request Review by PMO A/C R/A R/A A/C C
Submit Project Request R A
Research Solution I R/A A/C A/C C C
Develop Business Case I A/C I I R/A C C C C C C
Plan Phase Activities
Create Project Charter C C R/A C C C C C
Create Schedule I I I I R/A C C C C C C I
Create Additional Plans as
Required
I I I R/A I I C I
Execute Phase Activities
Build Deliverables C/I C/I C/I C/I R/A R/A
R/
A
R/A A/C
Create Status Report I I I I R/A R/A R/A
R/
A
C I
Control Phase Activities
Perform Change Management C C C R A A A C I
Close Phase Activities
Create Lessions Learned C C C C R/A C C C C C C C C C
Create Project Closure Report I I I I R/A I I I I I I I I
Executive
Sponsor
Project
Sponsor
Steering
Committe
Advisory
Committe
Role #5
Project
Manager
Tech
Lead
Functional
Lead
SME
Project Team
Member
Developer
Administrative
Support
Business
Analyst
Role #4 Role #5 Consultant PMO Role #3 Role #4
A - Accountable C - Contributing I - Informed
R - Responsible
R o l e
Project
Deliverable
(Or Activity)
responsibilities of the
project team with
respect to all the
project deliverables
using this table
8
10. Project Management Gantt Chart
Tasks Start Duration
(Days)
%
Complete
02
Jan
09
Jan
16
Jan
23
Jan
30
Jan
06
Feb
20
Feb
27
Feb
05
Mar
Task 1 1/2/12 35 26%
Sub Task 1.1 1/2/12 10 40%
Sub Task 1.2 1/12/12 25 20%
Task 2 1/2/12 66 88%
Sub Task 2.1 1/2/12 30 100%
Sub Task 2.2 2/1/12 25 80%
Sub Task 2.3 2/27/12 10 70%
Task 3 1/2/12 10 40%
Sub Task 3.1 1/2/12 10 40%
2018
This a Gantt chart
representing the various
tasks to be performed along
with there duration and
degree of completion, you
can use it as per the need
10
11. Project Management Gantt Chart(2/2)
Plan Actual Jan Feb Mar Apr
Start Duration Budget Start Duration Budget Activity % 03 10 17 24 31 07 14 22 28 07 14 21 14 04 11 18
3-Jan 8 $963 3-Jan 4 $972 Activity 1 95%
11-Jan 11 $1,120 7-Jan 4 $1,516 Activity 2 34%
18-Jan 11 $1,582 19-Jan 2 $1,792 Activity 3 52%
21-Jan 2 $360 21-Jan 11 $339 Activity 4 29%
1-Feb 2 $100 1-Feb 13 $372 Activity 5 64%
3-Feb 9 $1,230 9-Feb 5 $1,340 Activity 6 19%
8-Feb 1 $280 20-Feb 6 $272 Activity 7 24%
11-Feb 7 $1,000 28-Feb 11 $864 Activity 8 30%
19-Feb 3 $480 11-Mar 4 $552 Activity 9 39%
28-Feb 2 $393 20-Mar 1 $366
Activity
10
12%
This a Gantt chart
representing the various
activities to be performed
along with there duration
and degree of completion,
you can use it as per the
need
11
12. Project Task List
Project Task Priority Start Plan End
Actual
End
%
Complete
Project
Start
Days To
Start
Complete Incomplete Stoppage
Plan
Days
Project 1
Task 1
Description
High 1/5/2017 1/15/2017 1/15/2017 50% 1/1/2017 4 5 5 0 10
Task 2
Description
Medium 1/10/2017 1/17/2017 1/23/2017 100% 1/1/2017 9 7 0 6 7
Project 2
Task 1 Title Low 2/15/2017 2/28/2017 3/10/2017 30% 1/1/2017 45 3.9 9.1 10 13
Task 2 Title High 1/7/2017 2/1/2017 2/5/2017 50% 1/1/2017 6 12.5 12.5 4 25
Project 3
Task A Low 2/15/2017 2/18/2017 30% 1/1/2017 45 0.9 2.1 0 3
Task B Low 2/25/2017 3/7/2017 1/1/2017 55 0 10 0 10
Task C Low 3/10/2017 3/22/2017 1/1/2017 68 0 12 0 12
1/1/2017 0 0 0 0 0
1/1/2017 0 0 0 0 0
Project Start 1/1/2017
12
13. Project Task List
Project 1
Task 1 Description
Task 2 Description
Project 2
Task 1 Title
Task 2 Title
Project 3
Task A
Task B
Task C
Complete Incomplete Slippage
Jan 1, 2018 Jan 29, 2018 Feb 26, 2018 Mar 26, 2018
13
14. Project Timeline
Task
Name
Jan Feb Mar Apr May Jun July Aug Sept Oct Nov Dec
Task 1
Task 2
Task 3
Task 4
Task 5
Task 6
Milestones
Jan 10
1
Mar 7
2
Mar 10
3
Jun 29
4
Oct 20
5
Nov 30
6
Jan 5 - Mar 1
Oct 21 - Nov 15
Nov 16 - Dec 20
Mar 25 - Oct 20
Feb 2 - Mar14
Mar14 - May 2
This slide covers the
timeline of the entire
project, you can use it
as per your
requirements
14
15. Activities Sequence
ID Activity Description of Work
Follow WBS of schedule Activity Name
Description of activity in enough detail so that the
person(s) performing the work understands what is
required to complete it.
Text Here Text Here Text Here
Text Here Text Here Text Here
Text Here Text Here Text Here
Text Here Text Here Text Here
Text Here Text Here Text Here
Project Acronym
Customer Name
Project Acronym
Customer Name
Your Logo
Prepare an activity
sequence listing down
the work which needs
to be performed and its
description
15
16. Risk Assessment
Red area indicates ‘yes’, we need to
develop a Risk Management Plan
Yellow area indicates ‘iffy’, answer
on a case by case basis
Green area indicates ‘no’, don’t
develop a Risk Management Plan
Degree
of
Impact
Probability of Occurrence
Medium High
High
Low
Medium
Assess the level of
impact the risk factors
would have and there
probability of occurrence
while implementing the
project
16
17. Risk Tracker
ID
Description of
Risk Impact Risk Response Risk Level Risk Owner Notes
1 Supplier Delay Pushes launch
Confirm Delivery dates
by phase 2
High Clarissa
2 Factory Availability Cost overruns
Stakeholder trip to
china
High Dave, Rajesh & Nina
3
Steerine Committee
Unavailable
Delay launch
Marketing
Define Marketing
Plans in March
Low Tyrell
Date of Last Review
Below is the template
which could be used to
track the risk factors and
how we are planning to
overcome the same
17
18. Communication Plan
Communicate what Purpose
Frequency/
Distribution
Communicate to
Team Stakeholders
Communication
method
Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here
This is another way
of maintain a
communication plan
for the project
18
19. Task Matrix
Function / Role Main Tasks Competencies Responsibilities
Client
Contribution to company development ,
point of project view
Project Assignment
Company’s interest (overall responsibility),
Compatibility of the project with company
strategy
Project Manager
Project planning & organization of the
project resources, coordination of tasks
Signature authority up to xxx dollar
(predefined max. amount
Schedule goals, cost targets & quality
objectives, Evaluation of results
Project Employee
Deadlines work package content, Support of
planning
Task related competence Professionalism
Project Committee
Expertise, Support of planning, Interface
Management
Recommendations, decisions, guidelines
Conflict & Problem Solving
Professionalism
List down all the tasks
and the responsibilities in
the below table which
would help in the
execution of the project
19
20. Project Cost Estimate
WBS Items #Units/Hrs. Cost/Unit/Hr. Sub Totals
WBS Level 1
Totals
% of Total
Project Management $306,300 20%
Project Manager 960 $100 $96,000
Project Team members 1920 $75 $144,000
Contractors (10% of software development and testing) $66,300
Hardware $76,000 5%
Handheld devices 100 $600 $60,000
Servers 4 $4,000 $16,000
Software $614,000 40%
Licensed software 100 $200 $20,0000
Software development* $594,000
Testing (10% of total hardware & software costs) $69,000 $69,000 5%
Training and Support $202,400 13%
Trainee cost 100 $500 $50,000
Travel Cost 12 $700 $8,400
Project team members 1920 $75 $144,000
Reserves (20% of total estimate) $253,540 $253,540 17%
Total Project Cost estimate $1,521,240
This slide covers the cost
estimates split across different
sections which would be
involved while bringing the
project in to action. You can
modify these sections and
estimates as per the
requirements
20
21. Project Progress Summary
Status Project Deliverable(s) Cost/ Hours
Priority Deadline Task Assignee Description Deliverable % Done Fixed Cost Est. Hrs Actual Hrs
Project Name
x High 8/27/18 Task
Details of task
here
100% $
x High 8/27/18 Task 50% $
Low 10/11/18 Task 0% $
Project Name
Project Name
Project Name
This template covers the broad
summary of the entire project
to highlight the completion
level, its priority and the cost
associated with these tasks.
You can se this as per your
requirements
21
22. Project Management Dashboard
Tasks Assigned To Priority Status
Set kick-off meeting Alex B. Complete
Agree on objectives Frank C. Complete
Detailed Reqs. Jacob S. Complete
Hardware Reqs. Jacob S. Overdue
Final Resource Plan Jacob S. In progress
Staffing Alex B. In progress
Technical Reqs. Frank C. Not started
Testing Kennedy K. Not started
Dev. Complete Jacob S. Not started
Hardware Config. Alex B. Not started
System Testing Kennedy K. Not started
Launch
9/2 9/7 9/12 9/17 9/22 9/27 10/2 10/7 10/12
Set Kick-off-Meeting
Agree on Objectives
Detailed Reqs.
Hard ward Reqs.
Final Resource Plan
Staffing
Technical Reqs.
Testing
Dev. Complete
Hard ward Config.
System Testing
Launch
8
4
6
Decisions Actions Change
Requests
Pending Items
20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000
Planned
Actual
Budget
Overall Task Status
Complete
Overdue
In -Progress
Not
Started
This is a graphical
presentation to understand
the overall management of
the project and to analyse
the budget as well as the
timelines of the project
22
23. Project Issues Management
Issue Management Log
Project Name
<Optional>
National Center
<Required>
Project Manager Name
<Required>
Project Description
<Required>
ID
Current
Status
Priority Issue Description Assigned To Owner
Expected
Resolution Date
Escalation
Required (Y/N)
Open Critical
Example: Issues raised by board members
about the financial viability of the project
are preventing the project from moving
forward as planned
Yes
Work In
Progress
High
Example: The project is short on a specific
skill set
No
Closed Medium
Example: Negotiations with functional
managers in a n organization competing
for scarce human resources are forecasted
to delay project completion
Yes
Low
List down the issues which are
acting as barriers in the successful
execution of the project and
mention the priority level
associated with each of these
issues. This would enable you to
manage these obstacles
effectively & efficiently
23
24. Project Status Report
Project
Title Here
Project Manager Billy Bob Brother Project Sponsor Big Boss Man
Project Start Date January 1, 2013 Project End Date December 31, 2013
Project Description/ Scope Statement
This is the Description of the Project.
Project Path Yellow
Key Risks Green
Title Owner Due Status
Title Owner Due Status Risk Description #1 J. Bob 25-May-13 In Progress
Project
Approval
J. Bob 1-Jan-13 Complete Risk Description #2 R. Mack 26-Jul-13 In Progress
Risk Description #3 D. Hoff 3-Nov-13 In Progress
Planning R. Mack 1-Mar-13 Complete
Risk Description #4 I. Manning 15-Nov-13 In Progress
Design D. Hoff 1-May-13 In Progress Risk Description #5 L. Dizzy 1-Dec-13 In Progress
Key Issues Green
Development S. Queue 1-Jul-13 Not Started
Title Owner Due Status
Training I. Manning 1-Sep-13 Not Started
Issue Description #1 S. Queue 1-Jul-13 In Progress
Launch L. Dizzy 1-Oct-13 Not Started Issue Description #2 I. Manning 13-Aug-13 In Progress
Issue Description #3
L. Dizzy 17-Sep-13 In Progress
Support J. Bob 1-Nov-13 Not Started
Issue Description #4 R. Mack 3-Oct-13 In Progress
Project Close
Out
R. Mack 1-Dec-13 Not Started
Issue Description #5 D. Hoff 18-Oct-13 In Progress
This is a report capturing the
current status of the project. It
will help you in achieving
clarity about the completion of
the project & would enable you
to focus on the risk & issues
associated with the project
24
25. Project Health Card
Overall project
status is Green.
Schedule
The project schedule is on track.
Resourcing
Resourcing is adequate.
Budget
Project is within budget
Risks
All project risks are in control.
Benefits
Project benefits are off track and need to be fixed.
Issues
Project issues need attention.
This covers the overall
project status of different
factors associated with the
project, you can alter them
as per your requirements
25
27. Coffee Break
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Presentation continues in
15 minutes
27
29. Line Chart
0
10
20
30
40
50
60
70
80
90
100
JAN FEB MAR APR MAY JUN JULY AUG SEP OCT NOV DEC
Profit
(In
Thousands)
80%
92%
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
o Product 01 o Product 02
29
30. Volume High Low Close Chart
Volume
0
10
20
30
40
50
60
70
0
20
40
60
80
100
120
140
160
01/05/2017 01/06/2017 01/07/2017 01/08/2017 01/09/2017
Volume
High
Low
Close
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
o Product 01 o Product 02
30
31. Combo Chart
0
10
20
30
40
50
60
70
80
90
100
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08
Market
Size
(RMB
100
Million)
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
o Product 01 o Product 02
31
32. Column Chart
0.5 0.8 1
1.6 1.9 2 2.4 2.8
3.4
1
1.5
2
2.5
3
3.5
4
5
6
0
2
4
6
8
10
2009 2010 2011 2012 2013 2014 2015 2016 2017
Expenditure
In
($
Billions)
Years
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
o Product 01 o Product 02
32
33. Area Chart
100%
0
10
20
30
40
50
60
70
80
90
100
FY '12 FY '13 FY '14 FY '15 FY '16 FY '17 FY '18
Sales
In
Percentage(%)
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
o Product 01 o Product 02
33
36. Vision
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Mission
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Goal
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Our Mission
36
37. John Smith
CEO
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Sofia Banks
General Manager
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Anita Doe
Editor
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Tomas Cross
Graphic Designer
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Our Team
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37
38. About Us
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39. Our Goal
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L A
39
40. Comparison
50%
60%
Male
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Female
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40
41. Dashboard
Low
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75%
High
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70
%
Medium
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65%
41
42. Location
USA
Montana
Texas
60%
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75%
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42
43. Obviously everyone wants to be successful,
but I want to be looked back on as being on
as being very innovative ,very trusted and
ethical and ultimately making a big different
…Sergey Brin
Quotes
43
44. Financial
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40%
Minimum
0
50
100
Q1 Q2
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80%
Maximum
0
50
100
Q1 Q2
44
45. Timeline
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2015 2016
2014 2017 2018
45
46. Our Target
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47. Puzzle
47
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Mind Map
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Venn
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50
51. Silhouettes
70%
Men 30% Women
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52. Post It
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53. Magnifying Glass
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54. Idea Or Bulb
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