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Stage-Gated Project Manager Kit

Project board reporting from brief to closure: brief, initiation document, work packages, highlight, exception and end stage reports.

8 templates in 3 steps, in the order you use them. Open any template in the editor, fill it in and export it to PDF, DOCX or HTML.

Step 1

Initiate

  1. Project Brief Template

    Standard

    Pre-initiation outline: background, objectives, scope, constraints, outline business case with cost range, product description, approach options, management team, initiation request

    Structure aligned with PRINCE2 7 (PeopleCert, 2023)

  2. Project Initiation Document Template

    Full

    Integrated project baseline: definition, approach, business case summary, organisation, quality, change, risk and communication approaches, plan, tolerances, tailoring, benefits

    Structure aligned with PRINCE2 7 (PeopleCert); ISO 21502:2020 clause 6.5
Step 2

Monitor and control

  1. Work Package Template

    Standard

    Work authorisation to a team manager: scope, products with quality criteria, standards, effort and cost, tolerances, checkpoint reporting, escalation, handover

    Structure aligned with PRINCE2 7 (PeopleCert, 2023)

  2. Highlight Report Template

    Standard

    Periodic report to the project board: summary, products done and due, tolerance table (time, cost, scope, quality, risk, benefits, sustainability), risks, changes, lessons, requests

    Structure aligned with PRINCE2 7 (PeopleCert, 2023)

  3. Exception Report Template

    Standard

    Forecast tolerance breach: cause, stage and project consequences, costed options checked against both tolerance levels, recommendation, board decision record

    Structure aligned with PRINCE2 7 (PeopleCert, 2023)

  4. End Stage Report Template

    Standard

    Stage close: performance vs original and exception plan, products and concessions, business case review, benefits, lessons, carried-forward risks, next stage request

    Structure aligned with PRINCE2 7 (PeopleCert, 2023)
Step 3

Close and review

  1. Project Closure Report Template

    Full

    Closure: objectives vs outcomes, scope, schedule and cost variances, quality, benefits handover, open items, contracts, archive, sign-off

  2. Lessons Learned Register Template

    Standard

    Lessons workshop method, register with category, impact, root cause, recommendation, owner and where applied, plus actions