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Project Set-up Templates

Template Desciption
Budget Tool Basic budgeting spreadsheet for small consulting assignments
Business Case Template (Extensive) Business case template for large projects requiring sign-off from sponsor or client
Business Case Template (Simple) Brief business case template for small initiatives, a useful checklist of key areas to probe
Contacts List Basic Excel template to document project contacts
Milestone Report Template to document milestones and responsibilities
Project Approach Template to document project approach for sign-off from sponsor or client
Project Responsibilities Template to allocate project responsibilities
Risk Analysis Template Template to document and measure impact of project risks
Stakeholder Analysis Template to understand requirements and inputs from key project stakeholders
Timetable Spreadsheet Excel spreadsheet useful for timetabling of large projects – easy to use format
Timetable Summary Chart Summary Gantt chart of timetable useful for presentations


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