Templates

We have several useful templates that you can download to carry out project management activities in an effective and efficient manner. These templates have been developed by RefineM consultants based on their two decades of project management experience. An effort has been made to keep them very simple so they can be implemented in any project environment. You can either use them as is or modify them as per your situation.

Agile/SCRUM Adoption Scorecard (XLS) - A scorecard that can be used to track the progress of agile/scrum adoption for a team.

Agile PMI-ACP Experience Recording Template (XLS) - A template to record agile experience with examples for your Agile-Certified Practitioner (PMI-ACP)® application.

Earned Value Analysis Template with Graphs (XLS) - A template to gather data and plot graphs for EVA.

New Business Start-Up Project Plan (XLS) - A template to help you plan your startup or new business launch.

Production Readiness Scorecard Template (XLS) - A scorecard that can be used to test if a software application is ready to go live or not.

Project Audit Checklist Template (XLS) - A spreadsheet template for performing audits on large and complex projects where vendors may be involved also.

Project Management Professional (PMP)® Experience Verification Worksheet Template (XLS) - A template you can use to record and verify your project management experience for your PMP® exam application. This worksheet is free from https://www.project-management-prepcast.com/.

Project Management Professional (PMP)® Performance Domain Task Changes (PDF) - A side-by-side comparison of changes to Performance Domains and Tasks for the PMP® exam content outline for changes taking effect after January 11, 2016.

Project Manager Scorecard (XLS) - A scorecard that can be used to measure project managers’ hard skills, soft skills, and Net Promoter Score.

Release Burnup Chart (XLS) - An example of a burnup chart to track a team's progress on a release.

Requirements Traceability Matrix (RTM) Template (XLS) - RTM can be used to trace the requirements as they are developed throughout the project life cycle.

Risk-Adjusted Backlog (XLS) - An example of a sprint backlog adjusted for risks.

Risk Breakdown Structure (RBS) Example (XLS) - An example of RBS that can be used as a checklist to identify risks.

Risk Register Template with Example (XLS) - A template for creating and updating risk register throughout the project duration.

Skill Acquisition Scorecard (SAS) for Microsoft Project 2010 (XLS) - A scorecard to plan and track skill development for MS Project 2010.

Skill Acquisition Scorecard (SAS) for Microsoft Project 2007 (XLS) - A scorecard to plan and track skill development for MS Project 2007.

Sprint Burndown Chart (XLS) - An example of a burndown chart to track a team's progress on a sprint.

Sprint Capacity Planning Sheet (XLSX) - A spreadsheet to plan an Agile team's sprint capacity.

PMP and PMI-ACP are registered marks of the Project Management Institute, Inc.