Template Corner Library

This page contains templates that provide additional aid to managers, project managers and project team members. The different libraries (Member, Basic, Extended) are available depending on the level of your paid license. Each template is mapped to the applicable TenStep process and the PMBOK® Guide

Click here to validate the libraries that you can access based on your license level.

Member Template Library

Basic Template Library

Extended Template Library

 *New* - This document was added in the past 90 days

Member Template Library (register now as a Member)

PMBOK® Guide Section

1.0 Abbreviated Project Charter

5.1

1.0 Project Charter

5.1

1.0 Service Request Form

5.1

2.0 Project Management Workplan Shell (MS Project)

6.4

2.0 Project Management Workplan Shell (MS Project 98)

6.4

4.0 Issues Log

8.3

4.0 Issues Submission Form

8.3

5.0 Scope Change Log

4.2, 10.3

5.0 Scope Change Request Form

4.2, 11.6

6.0 Individual Status Report

10.2, 10.3

6.0 Project Status Report

10.2, 10.3

9.0 Quality Plan

8.1

10.0 Project Scorecard

8.1

10.0 Customer Satisfaction Survey

10.3

misc - Recommend TenStep with this Download

  

Basic Template Library (for licensed companies and licensed individuals)

PMBOK® Guide Section

1.0 Planning Compliance Checklist  

4.1

1.0 Procurement Management Plan

4.3, 12.1

1.0 Project Plan 

4.1

1.0 Project Management Procedures

4.1

1.0 Responsibility Matrix   

9.1

1.0 Simple Statement of Work  

12.1

1.0 SWOT Analysis   

11.2

1.0 Team Directory  

9.2

2.0 Cost Baseline   

7.3

2.0 Cost Estimate Summary  

7.2

2.0 Cost Management Plan

4.3, 7.1

2.0 Effort and Cost Estimate (Excel)

7.2

2.0 Milestone Summary Chart   

6.4, 10.2, 10.3

2.0 Resource Requirements  

7.1

2.0 Schedule Management Plan

4.3, 6.5

2.0 Staffing Management Plan  

9.1

3.0 Action Item Log

6.5

3.0 Corrective Action Log  

4.3, 5.5, 6.5, 7.4, 8.3, 11.6

3.0 Detailed Cost Estimate Variance Log  

7.4

3.0 Lessons Learned  

4.3, 5.5, 6.5, 7.4, 10.3

3.0 Meeting Minutes  

10.3

3.0 Project Completion Checklist

4.7

3.0 Project Kickoff Meeting Agenda

5.1

3.0 Revised Cost Request  

7.4

5.0 Change Control Request Form

4.2

5.0 Integrated Change Control Log

4.6

5.0 Integrated Change Control Plan

4.1

5.0 Scope Management Plan

4.3, 5.1

6.0 Communications Management Plan

4.3, 10.1

6.0 Milestone Summary Report

10.2, 10.3

6.0 Project Status Report II

10.2, 10.3

6.0 Communication Plan

10.1

6.0 Meeting Discussion Log

10.3

6.0 Meeting Roster

10.3

6.0 Project Status Report III

10.2, 10.3

6.0 Documentation Summary  

10.1, 10.2, 10.4

6.0 Project Memo

10.2, 10.3

6.0 Project Documentation Checklist

10.1

6.0 Version Tracking Page

5.5

6.0 Project Performance Report

10.1

7.0 Risk Contingency Worksheet

11.5

7.0 Inherent Risk Checklist

11.2

7.0 Risk Identification Worksheet   

11.5

7.0 Risk Management Plan  

11.1

7.0 Risk Review   

11.6

7.0 Risk Submission Form

11.2

7.0 Risk Tracking Log

11.6

7.0 Risk Control Form

11.6

7.0 Risk Management Checklist

11.1

7.0 Risk Response Worksheet

11.4

9.0 Deliverable Review

8.3

9.0 QA Checklist for Outsourced Projects

8.2

9.0 Completeness and Correctness Criteria

8.3

9.0 Project Assessment 1  

8.2

9.0 Project Assessment 2

8.2

9.0 Project Assessment Summary

8.2

9.0 Quality Assurance Checklist  

8.2

9.0 Quality Control Checklist  

8.3

10.0 End of Project Metrics Worksheet

10.3

Extended Template Library (for licensed companies)

PMBOK® Guide Section

misc - 360 Feedback Summary

9.4

misc - Acknowledgement of Drug / Alcohol Policy

9.2

misc - Applicant Interview Summary

8.0

misc - Authorized Signature Form

9.2

misc - Business Case 

outside*

misc - Business Plan  

outside*

misc - Candidate Background Check

9.2

misc - Client 360 Review Feedback

9.4

misc - Coaching Action Form

9.3

misc - Confidentiality Agreement

9.2

misc - Defining a Logical Organization Checklist 

outside*

misc - Documenting a Policy 

outside*

misc - Employee Complaint

9.4

misc - Employee Exit Interview

8.0

misc - Employee Non-Compete Agreement

9.2

misc - Employee Personal Contact Information

9.2

misc - Employee Referral

9.2

misc - Employee Salary Change Summary

9.4

misc - Employee Self-Evaluation

9.4

misc - Employee Suggestion

9.4

misc - Employee Training Log

9.3

misc - Formal Acceptance  

5.4

misc - Formal Performance Warning

9.4

misc - Hiring Authorization

9.2

misc - Information Retention Questionnaire  

outside*

misc - Job Change Form

9.4

misc - Job Description

9.1

misc - Job Posting

9.2

misc - Leave of Absence Form

9.1

misc - Life Status Change Form

9.1

misc - New Employee 90-Day Evaluation

8.0

misc - New Employee Information

8.0

misc - New Hire Log

9.2

misc - New Hire Request Form

9.2

misc - New Report Request

outside*

misc - Nondisclosure Agreement

9.2

misc - Peer 360 Review Feedback

9.4

misc - Performance and Development Plan

9.4

misc - Performance Review

9.4

misc - Personal Change Form

9.4

misc - Phase Acceptance

outside*

misc - Product Description  

outside*

misc - Project Data Retention Sheet

outside*

misc - Project Manager Interview Questions

8.2

misc - Project Recovery

outside*

misc - Project Workshop Agenda

5.1

misc - Quarterly Review Work Characteristics

8.3

misc - Recruitment Referral Payment

9.2

misc - Request for Flex Time

9.4

misc - Return from Leave of Absence Form

9.4

misc - Salary Change Form

9.4

misc - Simple Software License Agreement  

outside*

misc - Statement of Work  

12.5

misc - Systems Analyst Interview Questions

8.2

misc - Teleworking Policy

9.4

misc - Travel Expense Report

9.4

misc - Upward 360 Review Feedback

9.4

misc - Vacation Request Form

9.4

misc - Weekly Timesheet (Landscape)

9.4

misc - Weekly Timesheet (Portrait)

9.4

misc - Yearly Performance Objectives

9.4

* - signifies that the template is outside the realm of the PMBOK® Guide