Template catalogue

Planning templates

Browse PMOEasy templates that match this delivery focus, then open the template detail or related bundle for practical usage guidance.

Pathway step

Planning templates

Review the matching templates below, or return to the pathway index to compare other options in this view.

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InitiationStakeholder managementProject manager

Stakeholder Register

Track stakeholder groups, influence, interest, engagement needs, communication preferences and ownership.

PlanningScopeProject manager

Scope Statement

Define inclusions, exclusions, deliverables, requirements, acceptance criteria, assumptions, constraints and change control.

PlanningGovernanceProject manager

Project Management Plan

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

PlanningRiskProject manager

Risk Management Plan

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

PlanningRiskProject manager

Risk Register

Capture, assess, treat, monitor and report risks using consistent probability, impact, response and ownership fields.

PlanningStakeholder managementProject manager

Communications Plan

Plan audiences, messages, channels, owners, cadence, governance reporting, change communications and escalation.

PlanningScopeProject manager

Work Breakdown Structure

Break scope into deliverable-oriented work packages using a practical WBS structure and completeness checks.

PlanningScopeProject manager

WBS Dictionary

Define work packages with descriptions, owners, acceptance criteria, assumptions, constraints, dependencies and control notes.

PlanningScheduleProject manager

Project Schedule

Plan activities, milestones, dependencies, owners, baselines, forecasts, actuals and status rules in an XLSX-first schedule.

PlanningResource managementProject manager

Resource Management Plan

Plan project roles, capacity, RACI, skills, onboarding, availability, constraints and release approach.

PlanningProcurementProject manager

Procurement Management Plan

Plan sourcing, evaluation, approvals, supplier governance, financial controls, procurement risks and closure.

PlanningQualityProject manager

Quality Management Plan

Define quality objectives, assurance, control, metrics, defects, non-conformance handling, roles, risks and approval.

PlanningChangeChange manager

Change Management Plan

Plan impact, stakeholder readiness, communications, training, resistance management, adoption metrics and benefits support.

InitiationBenefits realisationSponsor

Benefits Realisation Plan

Define benefits, owners, measures, baselines, targets, dependencies, reporting cadence, disbenefits and risks.

InitiationGovernanceSponsor

Governance Terms of Reference

Define forum purpose, scope, authority, membership, roles, decision rights, cadence, quorum, escalation and records.