プロジェクトマネージャーキット
PMBOK 8とISO 21502に沿ったプロジェクト遂行:憲章、計画、スケジュール、RAID、報告、アーンドバリュー、変更、終結、教訓。
25 件のテンプレートを、使う順に 4 ステップで並べています。エディターで開いて記入し、PDF、DOCX、HTML に書き出せます。
立ち上げ
Business Case Template (Five-Case Model)
フルStrategic, economic, commercial, financial and management cases, options appraisal, NPV, IRR, WACC, payback, sensitivity, benefits and risks
HM Treasury business case guidance (five case model); Green Book 2026 (discounting updated 2026-10-28)Project Charter Template (PMBOK, ISO 21502)
フルProject charter: purpose, measurable objectives, scope, high-level requirements, milestones, budget, governance, PM authority levels, exit criteria
PMBOK Guide 8th ed. (PMI, 2025); ISO 21502:2020Stakeholder Register and Engagement Plan Template
標準Stakeholder register with interest, influence, attitude, power/interest grid, engagement gaps, actions and communication preferences
Project Kickoff Meeting Template
標準Project kickoff: agenda, why, success measures with baseline, scope in and out, roles and decision rights, milestones, risks, working agreements, decisions, actions
Team Charter Template
標準Team working agreement: purpose, goals, boundaries, roles and back-ups, decision rules, working agreements, conflict and feedback, team health check
Common practice; Tuckman (1965), Edmondson (1999)
計画
Project Management Plan Template
フルIntegrated plan: objectives, governance, scope, schedule, cost and EVM, quality, risk, procurement, change control, baselines, ISO 21502 and PMBOK 8 crosswalk
ISO 21502:2020 (structure); PMBOK Guide 8th ed. crosswalkWork Breakdown Structure (WBS) and Dictionary Template
標準Deliverable-oriented WBS with numbered hierarchy, diagram, 100% rule check, WBS dictionary and work package sizing rules
Project Schedule Baseline Template (Gantt)
標準Schedule baseline: milestones, activity list with FS/SS dependencies, Mermaid gantt, critical path, resource loading, buffers
Resource Management Plan Template
標準Resource demand by role and period, team structure, RACI, acquisition and onboarding, capacity vs demand, training and release
RACI Matrix Template
標準RACI matrix with role backups, activity list, validation rules, RASCI and DACI variants, escalation path, change log
RACI convention (responsibility assignment matrix)Project Communication Management Plan Template
標準Communication matrix (audience, purpose, channel, frequency, owner), meeting cadence, escalation path, repository and feedback
Project Quality Management Plan Template
フルQuality policy, objectives, acceptance criteria, roles, QA audits, QC metrics, nonconformance and corrective action, improvement, records
ISO 10005:2018Procurement Management Plan Template
標準Make-or-buy analysis, procurement items, contract types, weighted supplier evaluation, timeline, supplier management, approvals
Benefits Realization Plan Template
標準Benefits map, benefit profiles with measure, baseline, target, timing and owner, tracking schedule, dependencies and dis-benefits
RAID Log Template (Risks, Assumptions, Issues, Dependencies)
フルRisks, assumptions, issues, dependencies and constraints log with P x I scoring, validate-by and validated-on dates, heat map, ADC alignment, RACI and review cadence
Schedule and Cost Risk Analysis Template (Monte Carlo)
フルMonte Carlo schedule and cost risk: health check, risk drivers, three-point ranges, model, P50/P80 results, criticality, sensitivity, risk removal, contingency
AACE RP 57R-09 (concept); GAO-16-89G best practice 8
監視とコントロール
Weekly Status Report Template
標準Project status report: RAG overall and by dimension, milestones, achievements, risks, decisions needed, EVM snapshot and budget
Highlight Report Template
標準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)Earned Value Report Template (EVM)
フルPeriodic EVM report: PV, EV, AC, SV, CV, SPI, CPI, S-curve, control accounts, variance analysis, earned schedule, EAC methods, TCPI check, decisions
ISO 21508:2026; SAE EIA-748 Rev E (2026); GAO-20-195GSteering Committee Report Template
標準Steering pack: executive summary, decisions requested, status dashboard, financials, escalated risks, change requests, roadmap
Change Request and Change Log Template
標準Project change request with impact on scope, schedule, cost, quality and risk, options, CCB decision record, change log and flow
Exception Report Template
標準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)
終結とレビュー
Project Closure Report Template
フルClosure: objectives vs outcomes, scope, schedule and cost variances, quality, benefits handover, open items, contracts, archive, sign-off
Lessons Learned Register Template
標準Lessons workshop method, register with category, impact, root cause, recommendation, owner and where applied, plus actions
Post-Implementation Review Template
フルReview questions, objectives versus outcomes, benefits and attribution, cost and schedule, service and NFRs in production, adoption, architecture drift, lessons
Queensland Treasury Gateway Gate 5 workbook (2020); HM Treasury Magenta Book