Chapter 14

Project Manager Toolkit

What’s in This Chapter

•  15 tools and templates to help project managers manage successful projects


Managing projects requires the ability to set clear objectives, report, plan, work collaboratively, navigate uncertainty, and monitor and control project outcomes. Project managers must know how to communicate, influence, lead, problem solve, listen, and deliver results working with many different people. In addition, they must be able to balance priorities, scope, budgets, schedules, human resources, risks, and a host of other factors. The training in the workshops in this book is designed to help participants begin to develop these skills.

And while it is true that project management is about more than filling in templates or using a particular software program, such tools can help save time and make project management easier and more effective. This chapter presents a Project Manager Toolkit that pulls together all the templates from the workshops plus additional templates and tools. Your participants will be able to put these tools to work immediately when they return to their projects and teams.

You may distribute a print copy of the Project Manager Toolkit to your participants at the close of your workshop or send it to them digitally a week or two after the workshop is completed as follow-up support for their learning. Consider creating a cover sheet for the toolkit with contact information for you and other resources they can reach out to if they have questions about using the tools.

The tools are created and made available to you and your workshop participants by True Solutions Inc. (TSI), which also publishes a set of more than 100 templates on a wide range of project management processes and tasks to help project managers navigate their myriad responsibilities. In addition, ATD has published a book of templates for training projects by W.H. Thomas called Templates for Managing Training Projects.

Tools Included in the Project Manager Toolkit

Tool 1: Communications Requirements Analysis Worksheet

Tool 2: Communications Management Plan Template

Tool 3: Requirements Management Plan Template

Tool 4: Project Charter Template

Tool 5: Project WBS Example

Tool 6: Scope Management Plan Template

Tool 7: Scope Statement Template

Tool 8: Human Resource and Staffing Management Plan Template

Tool 9: Stakeholder Register Template

Tool 10: Project Stakeholder Needs and Expectations Questionnaire

Tool 11: Contract Award Template

Tool 12: Quality Management Plan Template

Tool 13: Project Risk Categorization Worksheet

Tool 14: Schedule Management Plan Template

Tool 15: Project Issues Tool: What Went Wrong?

Tool 1: Communications Requirements Analysis Worksheet

Tool 2: Communications Management Plan Template

Tool 3: Requirements Management Plan Template

Tool 4: Project Charter Template

Tool 5: Project WBS Example

Tool 6: Scope Management Plan Template

Tool 7: Scope Statement Template

Tool 8: Human Resource and Staffing Management Plan Template

Tool 9: Stakeholder Register Template

Tool 10: Project Stakeholder Needs and Expectations Questionnaire

Tool 11: Procurement Contract Award Template

Tool 12: Quality Management Plan Template

Tool 13: Project Risk Categorization Worksheet

Tool 14: Schedule Management Plan Template

Tool 15: Project Issues Tool: What Went Wrong?

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