{"product_id":"project-management-toolkit-charters-plans-raid-reporting-word-excel","title":"Project Management Toolkit — Charters, Plans, RAID \u0026 Reporting (Word + Excel)","description":"\u003cp\u003eMost projects do not fail because the work was hard — they fail because nobody wrote down what was agreed, who owned what, what could go wrong, or how decisions would be made, and then the project paid for those gaps in rework, delays, and budget overruns. This toolkit is the management system that closes those gaps: charters, plans, stakeholder registers, status reports, risk and issue logs, change control, business cases, and closure documents for running any project — a system implementation, an office move, a product launch, a process redesign — from approval to closure, with a record a reviewer can follow.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDelivery method, aligned and practical:\u003c\/strong\u003e stage, tolerance, and exception concepts follow \u003cstrong\u003ePRINCE2\u003c\/strong\u003e, process vocabulary follows the \u003cstrong\u003ePMBOK® Guide\u003c\/strong\u003e, and the planning cadence works with \u003cstrong\u003eagile delivery\u003c\/strong\u003e (sprints, backlogs, increments) as readily as phased, plan-driven delivery. No certification required — the templates slot into the governance you already run.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's included (12 items):\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eStart Here Guide — the pack map, the five-stage project workflow (authorise → plan → control → report \u0026amp; decide → close \u0026amp; learn), and the customisation order\u003c\/li\u003e\n\u003cli\u003eProject Charter Template — business case summary, objectives, measurable success criteria, scope in\/out, governance, budget, headline risks, sponsor sign-off — plus a fully worked fictional example (an inventory management system replacement)\u003c\/li\u003e\n\u003cli\u003eProject Plan and Schedule Guide — work breakdown structure, dependencies, critical path, milestones, float, baselining, rolling-wave planning, and schedule compression done properly\u003c\/li\u003e\n\u003cli\u003eStakeholder Register and Communications Plan — power\/interest analysis, a RACI-lite responsibility table, and a communications plan with cadence, audience, and channel\u003c\/li\u003e\n\u003cli\u003eStatus Reporting Pack — weekly status report and monthly executive summary templates, plain-English RAG rules that can't be gamed, milestone and budget tracker tables, reporting rhythm\u003c\/li\u003e\n\u003cli\u003eRisk and Issue Management Guide — risk identification, a 5×5 scoring matrix, response strategies, the issue escalation ladder, and the review cadence that keeps both honest\u003c\/li\u003e\n\u003cli\u003eChange Control and Governance Guide — the five-step change process, impact-assessment checklist, approval thresholds, governance bodies, and stage gates\u003c\/li\u003e\n\u003cli\u003eBusiness Case Template — problem, options analysis with scoring, costs and benefits, risks, and recommendation — with a worked fictional options table\u003c\/li\u003e\n\u003cli\u003eProject Closure and Lessons Learned — nine-point closure checklist, benefits check template, handover, a 60-minute lessons-learned workshop format, and the lessons register\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProject Plan Tracker (Excel)\u003c\/strong\u003e — every task and milestone with owner, dates, percent complete, status dropdown, automatic RAG and overdue flags, budget vs actual with variance, and a live summary block\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRAID Log (Excel)\u003c\/strong\u003e — four registers: Risks (automatic exposure scoring), Assumptions, Issues, Dependencies — dropdowns throughout and worked example rows from the fictional project\u003c\/li\u003e\n\u003cli\u003eCopyright \u0026amp; Licence Terms\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e project managers, PMO leads, programme managers, sponsors and business owners running system implementations, office moves, product launches, and process redesigns — and consultants delivering projects for clients.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e Templates and general information, not professional project-management advice or a guarantee of project outcomes. PMBOK is a registered mark of the Project Management Institute and PRINCE2 is a registered trade mark of PeopleCert; this toolkit is not an official publication of either and confers no credential.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCopyright \u0026amp; licence:\u003c\/strong\u003e © 2026 Zee Consulting. All rights reserved. This product and everything in it is the intellectual property of Zee Consulting. Your purchase gives one named organization a licence to use and customize the documents for its own internal business — nothing more. The files must not be resold, shared, redistributed, sublicensed, or given to clients or any other organization, in original or modified form. Anyone who uses these materials without a licence is infringing copyright, and Zee Consulting reserves the right to pursue litigation and claim damages and legal costs to the fullest extent permitted by law. The full Copyright \u0026amp; Licence Terms are included in the download (Copyright_and_Licence_Terms.docx) and inside the Start Here guide.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRequirements:\u003c\/strong\u003e Microsoft Word and Excel (or compatible: Google Docs\/Sheets, LibreOffice). Instant download after purchase — no shipping, no waiting.\u003c\/p\u003e","brand":"Zee Consulting Templates","offers":[{"title":"Default Title","offer_id":67883118493883,"sku":"ZEE-PM-013","price":249.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0777\/6570\/5915\/files\/project-management-toolkit-cover.png?v=1792861767","url":"https:\/\/zeeconsulting.myshopify.com\/products\/project-management-toolkit-charters-plans-raid-reporting-word-excel","provider":"Zee Consulting Templates","version":"1.0","type":"link"}