A Project Toolkit is designed to provide a consistent and structured approach to managing projects. It allows you to organise all the information in one place and provide current and up-to-date project information for team and stakeholder meetings.
A Toolkit enables you to monitor any issues and maximise effectiveness by logging issues, actions and mitigations as they arise.
This project management toolkit explains the process for managing a project successfully, it can be scaled up or down according to the size and complexity of the project. It also provides useful document templates for each phase.
The project initiation phase is the first step to starting a new project or a new phase of an existing project. During this phase the project’s objectives, scope, deliverables, stakeholders and resources are defined and formally approved.
Some of the documents that can be used in the initiation phase are:
Below is a preview of a suggested template for the Project Initiation document.
You can download the full Word version of the Project Initiation document [DOCX]
The planning phase focuses around the steps required to meet the objectives of the project. This includes refining the goals and objectives, assigning tasks, agreeing a budget, setting milestones, assessing risks and creating a communication plan.
The planning phase focuses around the steps required to meet the objectives of the project. This includes refining the goals and objectives, assigning tasks, agreeing a budget, setting milestones, assessing risks and creating a communication plan.
Some of the documents that can be used at the Project planning stage are:
Below is a preview of a suggested template for the Project Plan document.
You can download the full Word version of the Project Plan document [DOCX]
The project execution phase is when the planned activities are carried out to deliver the project according to the established timeline. In this phase the bulk of the project work takes place.
Some of the documents that can be used at the Project execution phase are:
Below is a preview of a suggested template for the Action Plan.
You can download the full Word version of the Action Plan [DOCX] and the Issue Log [DOCX]
Monitoring and Control includes the processes required to track, review and regulate the progress and performance of the project to ensure it is on track to meet the objectives; identifying any areas in which changes to the plan are required; and initiating the corresponding changes.
Some of the documents that can be used during the Monitoring and Controlling phase are:
Below is a preview of a suggested template for the Check list.
You can download the full Word version of the Check list [DOCX]
Project closure is the final stage in the project where the project is formally closed. During this phase the project’s success is evaluated and lessons learned are recorded.
Some of the documents that can be used during the Project closure and review phase are:
Below is a preview of a suggested template for the Project Closure Report.
You can download the full Word version of the Project Closure Report [DOCX]
By using the Project Management Toolkit, you are equipped with a clear framework and practical resources to manage projects more efficiently and effectively. It’s important to carefully consider the nature, scope, and complexity of your project and apply the tools and templates accordingly.
The toolkit is designed to be flexible, allowing you to scale your approach and select the most relevant resources for each phase. Explore each section to make the most of the tools, templates, and guidance available, and deliver successful project outcomes with confidence.