Category Archives: Planning and Project Management Templates

Here, you will see all the templates that have been published so far on this topic.

SWOT Analysis Template

The aim of SWOT analysis is to understand the internal and external factors influencing the performance of a business, now and in the future. SWOT simply stands for Strengths, Weaknesses, Opportunities, and Threats. The outcome of any SWOT analysis workshop should provide the basis for further analysis and action. It should allow the business to capitalize on the strengths, take advantage of the opportunities, while minimizing the impact of the weaknesses and threats.

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PESTLE Analysis Template

The aim of PESTLE analysis is to understand how macro-environmental factors affect the performance of an organization, then take appropriate actions to adapt to the changing environment. It brings together six external perspectives that serve as useful input into the strategic planning process of an organization. These six perspectives are: Political, Economic, Social, Technological, Legal, and environmental external factors.

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Stakeholder Analysis Template

Stakeholder analysis involves identifying and analyzing the stakeholders that are likely to affect or be affected by a particular company activity, then planning to communicate and engaging with them. It is widely used in project management to develop engagement and cooperation between project team and project stakeholders. Other applications include conflict resolution, organizational transformation and change management.

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Four Field Matrix Template

A Four Field Matrix is an effective model for planning, organizing and making decisions. It is a two-dimensional chart that helps organize your ideas or information in a logical manner that makes sense. This template is a Microsoft PowerPoint presentation file that you can use and modify to suit your specific needs. It comes with twelve different themes to choose from to suit the varying tastes.

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Responsibility Log

A Responsibility Log template allows team leaders to track the duties and responsibilities of their subordinates. It can be used when managing projects to track the responsibilities of project team members. It is also used as a delegation log where responsibilities are delegated to specific team members. It comes with a dashboard that displays responsibility information at a glance.

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Data Collection Plan Template

The main reason behind the Data Collection Plan is to provide a focused approach to data collection for any given study or project. It helps specifying the objective of the data collection, what data do we need, how are we going to collect it, and who is going to collect it. The goal is to answer questions such as whether the process is stable and capable, and whether the measurement system is accurate and capable.

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RAID Log Template

RAID Log is a project management tool that is used to store several project information in one place. It allows project managers to track risks, assumptions, issues and dependencies, making it a useful document in regular project meetings and when conducting audits. This template allows to keep track of everything happening in your project. You may use it to record relevant project information, and to regularly review and update these information at any time. It also comes with a dashboard that displays these information at a glance.

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A3 Problem Solving Template

A3 Thinking is a logical and structured approach to problem solving adopted by Lean organizations around the world. It allows to focus on the real issues while helping the team collaborate to gain deeper insight into problems. It is aligned with and supports the PDCA management philosophy.

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Cost Benefit Analysis Template

The Cost-Benefit Analysis provides a way to decide which proposed option or project is the most valuable. This template will allow decision makers to compare among several solutions or projects and select the one that offers the greatest return against the cost of implementation. For simplicity, the analysis results here are expressed as a payback period and as a benefit-cost ratio, assuming that all projects are short-term in nature.

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Project Selection Template

This Project Selection Template is designed to provide management with information to support the project selection process. It allows to identify the most appropriate improvement projects and prioritize them based on their potential impact to the business. This ensures business priorities are taken into account, and drives management commitment by giving them the opportunity to contribute to the continuous improvement effort.

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