Creating Project Templates
Within a project, templates for common communications, like reminder emails, meeting agendas, and progress reports, can save you a lot of time. Across projects, templates for common project management activities can support efficiency and help your team or organization develop a consistent project workflow.
How can you determine which templates to create?
Identify existing templates: Don’t recreate the wheel! Ask your project managers and team members if there are templates they are already using that you can share across projects and teams.
Consider your common project activities and workflow: If there are activities that you do for almost every project, those activities are a part of your organization or team’s project workflow. Which templates might be useful to you in supporting these common activities?
Consider compliance needs: Are there quality measures, policies, regulations, standards, or funding requirements with which many of your projects or project deliverables must comply? These compliance needs might become part of a project monitoring or reporting template, such as a safety checklist or quality assessment rubric.
Conduct or review project retrospectives: Project retrospectives allow project managers to capture information about lessons learned throughout their projects. Reviewing these lessons may reveal common pain points in projects where a template might help.
For ideas about templates to create for your organization, download our Project Templates List and review our guides and resources.
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