Elemental Toolkit

These templates are our way of giving back to the project management community and supporting good work done well.

Here you will find a suite of free project management templates in Word and Excel, plus a Methodology Map to guide you on when to complete each document in line with industry-standard project management practice.

Business Case

Outlines the justification for a proposed project, including the benefits, costs, and risks.

Project Management Plan (PMP)

Developed in the Planning Phase, this comprehensive document outlines how core PM functions will be managed, such as scope, time, costs, etc.

Project Planner

An Excel tool that integrates the WBS with schedule and budget.

RADICAL Register

An excel tool to capture Risks, Actions, Decisions, Issues, Changes, Assumptions, and Lessons Learned.

Work Break Down Structure (WBS)

A SmartArt Hierarchy Chart pre-populated with common project management tasks - just add technical work!

Meeting Agenda/Minutes

Handy template for structuring important meetings.

Project Charter (standard)

Summarises and authorises a project in the Initiation Phase.

Budget and EVM Analysis

Simple excel tool to model the project cost estimate, time-phased budget, and EVM Analysis.

Status Reports

An Excel spreadsheet that captures all status reports to enable trend analysis across reporting cycles.

Project Closure Report
(including PIR)

Produced in the Closure Phase, this template includes an administrative closure checklist and captures lessons learned.