Project planning bundle

PMOEasy Planning Bundle

Use the Planning Bundle to turn an approved project into a structured delivery baseline with scope, schedule, work breakdown, risk and communications controls.

Included templates

8 review-ready artefacts for practical delivery control.

TemplateFormatUse it to
Scope StatementDOCXDefine inclusions, exclusions, deliverables, acceptance criteria and scope control.
Project Management PlanDOCXSet the integrated delivery approach for governance, scope, schedule, quality, risk and communications.
Risk Management PlanDOCXDefine risk roles, scoring, response strategies, review cadence and escalation.
Risk RegisterXLSX + DOCX guideCapture, assess, treat, monitor and report project risks.
Communications PlanDOCX + XLSX supportPlan audiences, messages, channels, cadence and communication ownership.
Work Breakdown StructureDOCX + XLSXBreak scope into deliverable-oriented work packages.
WBS DictionaryDOCX + XLSXDefine work packages, acceptance criteria, dependencies and control notes.
ScheduleXLSXPlan activities, milestones, dependencies, baselines, forecasts and status rules.

Scope Statement

DOCX

Define inclusions, exclusions, deliverables, acceptance criteria and scope control.

Project Management Plan

DOCX

Set the integrated delivery approach for governance, scope, schedule, quality, risk and communications.

Risk Management Plan

DOCX

Define risk roles, scoring, response strategies, review cadence and escalation.

Risk Register

XLSX + DOCX guide

Capture, assess, treat, monitor and report project risks.

Communications Plan

DOCX + XLSX support

Plan audiences, messages, channels, cadence and communication ownership.

Work Breakdown Structure

DOCX + XLSX

Break scope into deliverable-oriented work packages.

WBS Dictionary

DOCX + XLSX

Define work packages, acceptance criteria, dependencies and control notes.

Schedule

XLSX

Plan activities, milestones, dependencies, baselines, forecasts and status rules.

Value and fit

Invest in the process when the project is worth protecting.

Use PMOEasy materials when the cost of unclear approval, duplicated reporting or missed escalation is higher than adapting a practical template.

Business reason

Teams lose time and consistency when related delivery artefacts are assembled from disconnected old files.

Proportional use

Use the full bundle when the project needs a coordinated pack, or start with the artefacts that match the current governance moment.

What supports the value

Includes 8 coordinated template artefacts that can be adapted to local project controls.

How it works

A clear sequence to success.

Confirm scope and delivery approach through the Scope Statement and Project Management Plan.

Build the WBS, WBS Dictionary and Schedule to organise delivery work.

Set risk and communications controls before execution starts.

Use the workbook assets as living registers during planning and baseline review.

Best for

Built for practical governance.

Projects moving from initiation into detailed delivery planning.

PMOs standardising planning artefacts across multiple teams.

Delivery leads who need practical scope, schedule, risk and communication controls.

Consultants establishing a client project planning baseline.

Before you buy

Built to industry standards to get your projects moving faster.

The templates follow familiar project, programme, PMO governance and change-management best practice. This provides teams a recognisable structure informed by standards such as PMI, PMBOK, ISO, Axelos, Prosci or typical government standards.

Choose the right pack

Review the bundle contents and choose the pack that best matches your current project stage, governance need or delivery workflow.

Personalised Downloads

Purchases are governed by the PMOEasy template licence and personalised for company or personal-use.

Support for practical use

Contact PMOEasy for bundle fit, download access and sensible use of the templates in project or client delivery work.

Pitch The Boss

Create an internal approval request.

Generate a manager-ready email and value points for PMOEasy Planning Bundle. Adapt the copy to your internal process before sending.

Currency
PMOEasy Planning Bundle approval snapshot

A$249 incl. GST. Use this request to explain the editable files, clearer review evidence and proportionate governance value expected from the purchase.

Email draft

Email draft

Hi [Manager name],
I'd like approval to purchase PMOEasy Planning Bundle from PMOEasy for our project delivery work.
Why this is useful:
- It creates the planning spine for project scope, controls, delivery governance and stakeholder communication.
- It includes 8 templates.
- The templates are in our usual formats like: DOCX and XLSX.
- It should reduce blank-page effort and support more consistent governance, approval evidence and delivery communication.
- It is aimed at roles such as Project Manager, PMO Lead and Delivery Lead.
How I would use it:
- I would adapt the editable files to our internal standards.
- I would use the structure to prepare the relevant project artefact or bundle pack.
- I would keep the completed material in our normal project records and approval process.
Cost: $249 AUD incl. GST.
Please let me know if you're comfortable for me to proceed.
Thanks,
[Your name]
Value snippets

Value snippets

Business justification
  • Gives the team a structured starting point for project template bundle work instead of beginning from a blank page.
  • Supports more consistent governance, approval evidence and delivery communication.
  • Can be adapted for our internal standards while keeping the core artefact structure clear.
  • Also fits with related PMOEasy bundles: Project Starter Bundle, Execution Bundle and Full PMO Toolkit.
Why now

Using this before the next planning or governance cycle should help us prepare the artefact faster and make the approval path clearer.

Cost-benefit

A$249 incl. GST. The benefit is practical time saving, cleaner review evidence and a more consistent delivery artefact, without relying on a custom build or unsupported ROI assumptions.

Open email draft

This is a starting point for internal approval. Review and adapt it before sharing.