Project Management Templates

Discover the best free, editable project management templates in Smartsheet to bring transparency, efficiency, collaboration, and speed to your projects. We’ve also included a comprehensive list of articles that have templates in other platforms for the various aspects of your project planning and execution.

By Kate Eby | November 7, 2023

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Project Management Templates in Other Platforms

Project Management

  • Top Project Management Excel Templates: Update your project management strategy with these customizable, easy-to-use project management templates for Excel.
  • Program Management Templates: Gain high-level visibility into the important aspects of program management, such as key performance indicators (KPIs) and project status, with these detailed templates.

Project Planning

Project Execution

  • Gap Analysis Templates: These gap analysis templates determine where a company is not performing optimally, detail the reasons, and establish a plan for improvement.
  • Operations Dashboard Templates and Checklists: Discover a variety of Excel dashboard templates that will help report and control operations in the most transparent manner. 
  • Technical Specification Template and Guide: Create an essential guide that defines a product or system and ensures continued understanding among stakeholders with a technical specification template.
  • Risk Management Plan Templates: Identify, analyze, and assess all risks involved in your projects with a risk management template, ensuring the most seamless project execution.
  • Project Status Report Templates and Guide: Capture all critical business activity and key developments in the process with a comprehensive project status report, giving a snapshot of all the key elements for maximum transparency.
  • Root-Cause Analysis Templates: Uncover the cause of an issue in a project with a root cause analysis, allowing insight into why the problem occurred, how it will be addressed, and steps to take to prevent it in the future.

Project Budgeting

  • Cost Management Templates and Guide: Make the best use of your company’s resources by establishing a cost management plan driven by hard data and measured performances.
  • Cost-Benefit Analysis Templates: Before determining a plan for your project, weigh the pros and cons of the process using this cost-benefit analysis that gives you a comprehensive look at the financial risks and rewards of the project at hand.

Lean Methodology

  • Lean Six Sigma Templates: Lean Six Sigma is a methodology that works to streamline business processes in an effort to increase efficiency, boost business value, and reduce wasted time and resources. Use these free templates to create Lean Six Sigma project management guides applicable to your own business needs.

Gantt Chart

Kanban

  • Kanban Card Templates: The Kanban method uses cards to indicate tasks and phases in a project, allowing teams to visualize their project from end to end. Create custom Kanban cards to ensure clear communication and increased efficiency throughout your project.

Agile Methodology

  • Agile Project Management Templates for Excel: Agile project management is a flexible, interactive approach to ordering processes and coordinating responsibilities across teams. Leverage these free Agile Project Management templates for Excel to create powerful collaboration features linked to the Agile methodology.

Construction

  • Construction Management Templates for Excel: Construction projects must be organized, structured, and detailed in their tracking due to the many stakeholders, details, and documentation involved. Automate these important processes to stay organized and ensure success throughout your construction projects. 
  • Construction Timeline Templates: Closely tracked and managed deadlines and task lists are key to delivering construction projects on time and on budget. Leverage these construction timeline templates to schedule and assess all tasks associated with commercial and residential projects.
  • Request for Information Templates: Collect key information from vendors and suppliers to create a short-list of potential suppliers for a project with a request for information template.
  • Punch List Templates: Streamline your inspection process and reduce errors with a punch list that details outstanding work items or repair needs at the end of a project.
  • Change Order Forms and Templates: Adjust original project plans, yet maintain transparency and project timelines and scope with streamlined change order forms and templates.
  • Construction Daily Report Templates and Guide: Discover the most efficient way to document on-site work completed daily at a construction site, like working hours, tasks completed, and milestones achieved, with a construction daily report template.

Marketing

  • Marketing Timeline Templates: Create a comprehensive marketing timeline to help achieve marketing goals and track your progress in easy-to-read marketing timeline templates.
  • Marketing Plan and Marketing Strategy Templates: Develop a powerful plan of action to help manage and achieve all your marketing goals with these customizable marketing plan and marketing strategy templates.
  • Marketing Budget Templates: Prepare a thorough cost overview of marketing activities, from advertising to public relations, to reduce risk and maintain a budget with these transparent, easy-to-use marketing budget templates.
  • Marketing Calendar Templates: Plan marketing timelines, set milestones, track resources, and maintain deadlines with these marketing calendar templates that offer an adequate overview of all marketing projects, from start to finish.

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