Toolkit
Free delivery toolkit
55 delivery templates and documents I use, free for you to download and use, grouped by the stage of a project. The registers and trackers come as Excel workbooks, and the documents come as Word files. None hold any confidential client information.
Starting up
7 templatesBusiness case
Set out why the project is worth doing: the need, the options, the costs, the benefits, and the return.
Download (Word)Feasibility study
Check whether the idea is workable before committing, across technical, operational, financial, and legal grounds.
Download (Word)Scope statement
State clearly what the project will deliver, what is included, what is not, and how it will be accepted.
Download (Word)Statement of work
Agree with a supplier exactly what will be delivered, when, for how much, and how it is accepted.
Download (Word)Request for proposal
Ask suppliers to propose, setting out the need, the requirements, the criteria, and how to respond.
Download (Word)Governance and terms of reference
Set out how the project is governed: the boards, the roles, the decisions each can make, and how they meet.
Download (Word)Team charter
Agree how the team works together: the roles, the goals, the ways of working, and the behaviours.
Download (Word)Requirements and analysis
9 templatesBusiness requirements
Turn the client's basic requests into a structured requirements document, with scope, stakeholders, priorities, and acceptance criteria.
Download (Word)Functional requirements
Set out the functional detail for each business requirement, with user roles, input, process, output, data, and rules.
Download (Word)Use case document
Describe how each user interacts with the system to reach a goal, with the steps, the preconditions, and the results.
Download (Word)Gap analysis
Compare how things work now with how they should work, and set out the gaps and the actions to close them.
Download (Word)Data dictionary
Define every data field, its type, its rules, its source, and how long it is kept.
Download (Excel)Process steps
Set out a process step by step, with the actor, the action, the input, the output, and the decisions. The written form of a process diagram.
Download (Excel)Screen specification
List each screen with its purpose, its fields, and its actions. The written form of a wireframe, for the fields and the rules.
Download (Excel)Requirements traceability matrix
Link each business requirement to its functional requirement and its test, so nothing is missed.
Download (Excel)Priority list and backlog
Sort the work by priority as user stories, so the most important is agreed and delivered first.
Download (Excel)Planning
13 templatesProject plan
Frame the whole project in one place: business need, objectives, scope, deliverables, milestones, budget, team, risks, and sign off.
Download (Word)Benefits management plan
Set out the benefits the project should deliver, how they are measured, and who is responsible for realising them.
Download (Word)Work breakdown structure
Break the work into core modules and work items, each with a description and an hours estimate, with a subtotal per module and a grand total.
Download (Excel)Delivery plan
Set out the phases of the work, what each phase covers, and where each one stands.
Download (Excel)Development plan
Plan the development work on a product in one place. List each piece of work, what it delivers, how important it is, the stage it is at, and a month by month view of when it moves from design to build to test and then live.
Download (Excel)Project schedule
Plan the tasks, who owns each one, when it starts, and how long it takes.
Download (Excel)Delivery schedule
List the milestones, their target dates, and their status at a glance.
Download (Excel)Resource and capacity plan
Plan who is needed, with what skills, for how long, and how much of their time.
Download (Excel)Quality management plan
Set out the quality standards, the checks, and who is responsible for meeting them.
Download (Word)Risk management plan
Set out how risk is managed: the approach, the scales, the response choices, and the reviews.
Download (Word)Budget management plan
Track the budget against spending, with the remaining amount and the share used worked out for you.
Download (Excel)Communication plan
Agree who to keep informed, why, how often, and in what form.
Download (Excel)Responsibilities matrix
Show who owns, who leads, who advises, and who is kept informed for each activity.
Download (Excel)Suppliers and contracts
3 templatesProcurement and vendor plan
Set out what will be bought, how suppliers are chosen and managed, and the terms that protect the work.
Download (Word)Vendor comparison
Score suppliers against weighted criteria, so the choice is fair and easy to explain.
Download (Excel)Contract and service level register
Track each contract, its dates, its value, its service levels, and its owner.
Download (Excel)Delivery
4 templatesDefinition of done and ready
Agree when work is ready to start and when it is truly finished, so the team holds one shared standard.
Download (Word)Delivery board
See every task and the stage it has reached, from to do through to completed.
Download (Excel)Sprint backlog
Hold the work chosen for the current sprint, broken into tasks, with the owner, the estimate, and the status.
Download (Excel)Burndown and velocity
Track work remaining across a sprint and how much the team delivers each sprint, ready to chart.
Download (Excel)Risks, changes and decisions
3 templatesRisk and issue log
Track risks, assumptions, issues, and dependencies in one place, each with an owner and a response.
Download (Excel)Change request log
Capture and control changes to scope, with their impact on time and cost, and the decision on each.
Download (Excel)Decision log
Record the main decisions, the options considered, and the reason for each choice.
Download (Excel)Testing and release
6 templatesTest plan
Set out what will be tested and how: the scope, the levels, the types, the environments, and the entry and exit criteria.
Download (Word)User acceptance test plan
Plan the client's own testing before launch, with scenarios, defect handling, exit criteria, and sign off.
Download (Word)Test cases
Write the exact steps to check each feature, with the expected result, the type, and the status.
Download (Excel)Defect and bug log
Track every fault found, with its severity, its status, who found it, and who is fixing it.
Download (Excel)Release note
Tell users what changed in a release: features, fixes, known issues, compatibility, and the rollback plan.
Download (Word)Release readiness checklist
Confirm that every step is complete before, during, and after a release.
Download (Excel)Reporting and stakeholders
6 templatesStakeholder register
List everyone with an interest, their influence, their attitude, and how to keep each one engaged.
Download (Excel)Stakeholder map
Place each stakeholder by their power and their interest, so you know who to manage closely and who to keep informed.
Download (Excel)Weekly status report
Give a clear weekly update on progress, timing, budget, and risk, with an overall status.
Download (Word)Project dashboard
See the key numbers on one page: status, schedule, budget, risks, and progress.
Download (Excel)Earned value report
Compare planned, earned, and actual value, and work out the schedule and cost performance for you.
Download (Excel)Meeting minutes and actions
Record the agenda, decisions, and an action log with owners and due dates, so commitments do not slip.
Download (Word)Closing and benefits
4 templatesLessons learned review
Capture what went well and what to improve, with an action and an owner for each.
Download (Excel)Project closure report
Summarise what was delivered against scope, time, budget, and quality, with the outstanding items and the handover.
Download (Word)Handover document
Pass the work to the team who will run it, with what it is, how it works, and who to contact.
Download (Word)Benefits realisation review
Check, after launch, whether the promised benefits arrived, measured against the targets.
Download (Word)The Excel workbooks have a working sheet, a guide that explains every column, and a summary, with dropdowns, colours, and calculations built in. The Word documents have a title page, document control, and full sections. Everything opens in Excel or Word, or the Google equivalents.