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프로젝트 매니저 키트

PMBOK 8과 ISO 21502 기반 프로젝트: 헌장, 계획, 일정, RAID, 보고, 획득 가치, 변경, 종료, 교훈.

사용 순서에 따라 4단계로 정리한 템플릿 25개입니다. 편집기에서 템플릿을 열어 작성한 뒤 PDF, DOCX 또는 HTML로 내보낼 수 있습니다.

1단계

착수

  1. Business Case Template (Five-Case Model)

    전체

    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)
  2. Project Charter Template (PMBOK, ISO 21502)

    전체

    Project charter: purpose, measurable objectives, scope, high-level requirements, milestones, budget, governance, PM authority levels, exit criteria

    PMBOK Guide 8th ed. (PMI, 2025); ISO 21502:2020
  3. Stakeholder Register and Engagement Plan Template

    표준

    Stakeholder register with interest, influence, attitude, power/interest grid, engagement gaps, actions and communication preferences

  4. Project Kickoff Meeting Template

    표준

    Project kickoff: agenda, why, success measures with baseline, scope in and out, roles and decision rights, milestones, risks, working agreements, decisions, actions

  5. Team Charter Template

    표준

    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)
2단계

계획

  1. Project Management Plan Template

    전체

    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. crosswalk
  2. Work Breakdown Structure (WBS) and Dictionary Template

    표준

    Deliverable-oriented WBS with numbered hierarchy, diagram, 100% rule check, WBS dictionary and work package sizing rules

  3. Project Schedule Baseline Template (Gantt)

    표준

    Schedule baseline: milestones, activity list with FS/SS dependencies, Mermaid gantt, critical path, resource loading, buffers

  4. Resource Management Plan Template

    표준

    Resource demand by role and period, team structure, RACI, acquisition and onboarding, capacity vs demand, training and release

  5. RACI Matrix Template

    표준

    RACI matrix with role backups, activity list, validation rules, RASCI and DACI variants, escalation path, change log

    RACI convention (responsibility assignment matrix)
  6. Project Communication Management Plan Template

    표준

    Communication matrix (audience, purpose, channel, frequency, owner), meeting cadence, escalation path, repository and feedback

  7. Project Quality Management Plan Template

    전체

    Quality policy, objectives, acceptance criteria, roles, QA audits, QC metrics, nonconformance and corrective action, improvement, records

    ISO 10005:2018
  8. Procurement Management Plan Template

    표준

    Make-or-buy analysis, procurement items, contract types, weighted supplier evaluation, timeline, supplier management, approvals

  9. Benefits Realization Plan Template

    표준

    Benefits map, benefit profiles with measure, baseline, target, timing and owner, tracking schedule, dependencies and dis-benefits

  10. RAID Log Template (Risks, Assumptions, Issues, Dependencies)

    전체

    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

  11. Schedule and Cost Risk Analysis Template (Monte Carlo)

    전체

    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
3단계

모니터링과 통제

  1. Weekly Status Report Template

    표준

    Project status report: RAG overall and by dimension, milestones, achievements, risks, decisions needed, EVM snapshot and budget

  2. Highlight Report Template

    표준

    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. Earned Value Report Template (EVM)

    전체

    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-20-195G
  4. Steering Committee Report Template

    표준

    Steering pack: executive summary, decisions requested, status dashboard, financials, escalated risks, change requests, roadmap

  5. Change Request and Change Log Template

    표준

    Project change request with impact on scope, schedule, cost, quality and risk, options, CCB decision record, change log and flow

  6. Exception Report Template

    표준

    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)
4단계

종료와 검토

  1. Project Closure Report Template

    전체

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

  2. Lessons Learned Register Template

    표준

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

  3. Post-Implementation Review Template

    전체

    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