Management Templates

Management Templates

Most of the day-to-day management tasks you need to do have already been done by others many times in the past. Our management templates will save you from wasting your valuable time re-inventing the wheel.

Download these free templates for your PC, Mac, laptop, tablet, Kindle, eBook reader or Smartphone.

Productivity Skills Templates

As a busy manager you need to squeeze more out of your working day. Our productivity skills templates can help you to make the most of your time as well as making sure that you get the best out of your team.

Prioritizing Personal Goals

Prioritizing Personal Goals Template

This template allows you to define your own aspirations and helps you identify inter-dependencies between them.
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SMART Goals

SMART Goals Template

This template will enable you to test the goals you have been set or have given yourself against the five criteria of the SMART method.
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Free Time Management Magazines

Time Management Resources

Browse through our extensive list of free time management resources.
eBooks, Magazines, White Papers & Podcasts

Prioritizing Tasks

Prioritizing Tasks Template

This template provides you with a quick and easy way to prioritize each of your outstanding tasks.
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Workload Negotiation

Workload Negotiation Template

This template will help you to present an evidenced argument to your manager as to why your workload should be adjusted.
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Urgency/Importance Grid Template

Urgency/Importance Template

This Urgency/Importance Grid template provides you with a quick and easy way to prioritize each of your outstanding tasks.
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Leadership Skills Templates

Successful leadership at work means making a success of the team you have been given. Our leadership skills templates will help you to understand team dynamics, choose the best leadership style and fix team performance problems.

Team Productivity

Team Productivity Template

This template provides you with three steps that will help you to identify the issues affecting your team's productivity.
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Team Satisfaction

Team Satisfaction Template

This template uses a simple scale to rate the level of satisfaction of each of your team members.

Team Improvement

Team Improvement Template

This template enables you to identify areas in which your team can improve.
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360° Performance Evaluation

360° Performance Evaluation

This template provides you with a set of questions you can use to assess individual performance within your team.
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Appraisal Skills Templates

These free templates provide practical advice on collecting and evaluating performance data, conducting the appraisal meetings, completing the final appraisal reports and developing competencies.

Goal Attainment

Goal Attainment Template

This template enables you to track and evaluate an individual's progress in attaining their annual goals.
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Competency Observation

Competency Observation Template

This template enables you to keep high-level notes on each team member's progress in developing their competencies.
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Competency Evaluation

Competency Evaluation Template

This template allows you to record how and when an individual displayed the required competencies identified in their last appraisal.
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Appraisal Form

Appraisal Form Template

This template includes areas for goals and competencies as well as a development plan.
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Appraisal Form

Significant Incident Template

This template enables you to monitor and record these specific events so that you have evidence based data to discuss at reviews and appraisals.
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Meeting Skills Templates

From developing the agenda to recording the minutes, our meeting skills templates can help you and your team to maximize your effectiveness in the highly visible forum of a business meeting.

Meeting Attendee List

Meeting Attendee List Template

This template provides you with a sheet to record everyone who needs to receive copies of meetings minutes.
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Meeting Action List

Meeting Action List Template

This template enables you to record actions, responsibilities and timescales that result from the meeting.
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Meeting Minutes

Meeting Minutes Template

This template provides a structured means to record all essential discussion details and findings.
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Project Management Skills Templates

Successful project management means delivering your projects on time and within budget. Our templates will help you to know exactly what to do at each stage to make your project a success.

Activity Attribute

Activity Attribute Template

This template enables you to document all the attributes associated with each project activity as an aid to your planning and scheduling.
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Assessment of Stakeholder Interest

Assessment of Stakeholder Interest Template

This template enables you evaluate who needs to involved in your project and identify your key stakeholders.
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Assumption Log

Assumption Log Template

This template enables you to identify and document the assumptions that have been made as part of your project plan and which phase it affects.
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Project Business Case Template

Business Case Template

This template is designed so that it can be used as a guide when writing a business case to ensure that your project is presented in a persuasive and coherent manner.
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Change Management Plan Template

Change Management Plan Template

This template allows a project manager to control, manage and monitor change requests that occur throughout the life of a project.
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Change Request Form

Change Request Form Template

This template provides you with a quick and easy form that enables you to track and record all proposed changes that occur during your project.
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Change Request Register

Change Request Register Template

This template keeps a record of all changes requested during the lifecycle of a project and the acceptance (or not) into the project with comments as appropriate.
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Communications Management Plan Template

Communications Management Plan Template

This template helps you to produce a project communications management plan.
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Configuration Management Plan Template

Configuration Management Plan Template

This template helps you to produce a project configuration management plan.
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Cost Management Plan Template

Cost Management Plan Template

This template helps you to produce a project cost management plan.
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Cost Report

Cost Report Template

This template enables you to monitor and control the costings of your project. It has been designed so that the necessary data is quickly visible to any stakeholder.
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HR Management Plan Template

Human Resources Management Plan Template

This template enables you to develop a human resources (HR) management plan for a project.
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Impact Analysis Template

Impact Analysis Template

This template is designed to enable you to keep a log of the issues that a project faces and to record the likely impact that each issue could have on the overall success of the project.
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Issues Log Template

Issues Log Template

This template is designed to help you to identify and record issues that are impacting on the project.
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Milestone Report

Milestone Report Template

This template provides you with an outlined design that you can use to show all interested parties how your project is progressing.
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Procurement Management Plan Template

Organizational Breakdown Structure Template

This template guides you through creating an organizational breakdown structure for your project.
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Procurement Management Plan Template

Procurement Management Plan Template

This template guides you through defining the framework that will be used throughout a project to procure the necessary resources.
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Project Audit Report Template

Project Audit Report Template

This template is useful in industry sectors where legislative compliance is required.
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Project Charter

Project Charter Template

This template enables you to accurately record all the necessary details in one document to formally announce the existence and commencement of a project.
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Project Management Plan Template

Project Management Plan Template

This template combines all the other knowledge area management plans into one.
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Project Review Report

Project PIR Report Template

This template provides you with a guided structure for reviewing and capturing the resulting recommendations so that you can update the necessary processes for future use.
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Project Risk Register

Project Risk Register Template

This template enables you to record the potential risks faced by your project and to assign a likelihood of them occurring and a level of severity in terms of impact.
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Project Status Report

Project Status Report Template

This template enables you to record all key data needed to communicate with all those connected with the project.
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Project Quality Plan Template

Quality Management Plan Template

This template guides you through the production of a Quality Management Plan.
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Responsibility Assignment Matrix Template

Responsibility Assignment Matrix Template

This template enables you to define and record the different roles and their associated responsibilities as they relate to your project.
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Risk Breakdown Structure Template

Risk Breakdown Structure Template

This template enables you to create a hierarchical list of all the risks that affect your project.
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Risk Management Plan Template

Risk Management Plan Template

This template guides you through the contents of each section of the plan and ensures that you create a risk log and risk register as appendices.
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Risk Log Template

Risk Log Template

This template enables you to record the risks that have been identified as they relate to a specific project.
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Requirements Management Plan Template

Requirements Management Plan Template

This template enables you to record and define requirements whether they are product or project based.
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Root Cause Analysis

Root Cause Analysis Template

This template provides the key stages of a root cause analysis (RCA).
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Schedule Management Plan Template

Schedule Management Plan Template

This template allows you to create an appropriate schedule management plan in sufficient detail for your project.
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Scope Management Plan Template

Scope Management Plan Template

This template is designed to enable you to produce an effective Scope Management plan.
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Stakeholder Management Plan Template

Stakeholder Management Plan Template

This template will enable you to identify and categorize your stakeholders in terms of their 'interest'.
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Stakeholder Register Template

Stakeholder Register Template

This template collates all the information required to understand the needs and expectations of each stakeholder.
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Test Reports Template

Testing Report Template

This template guides you through creating test reports for the various stages of your project.
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WBS Dictionary

WBS Dictionary Template

This template enables you to identify the complete project requirements of each work package level.
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WBS Report

WBS Report Template

This template enables you to produce a detailed and thorough WBS reports as part of the monitoring and management process for your project.
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Finance Skills Templates

The ability to understand finance is crucial to any manger who wants to advance their career. Our finance skills templates will help you to understand financial reports so that you can make informed, intelligent decisions.

Profitability Comparison

Profitability Comparison Template

This template enables you to take a high-level view of the profitability of a range of your products or services over a specified period.
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Cash Flow Forecast

Cash Flow Forecast Template

This template provides a quick and easy way to compare your six-monthly forecast against actual sales revenue for your products or services.
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Creditor Assessment

Creditor Assessment Template

This template will help you to assess your creditors and to see which ones offer you the best terms and who is the most beneficial for you to develop your relationship with.
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Debtor Assessment

Debtor Assessment Template

This template will help you to assess your debtors and to see which ones pose the biggest financial risk.
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Strategy Skills Templates

These templates will give you a good understanding of the business analysis techniques and terminology to help you to contribute to the strategic decision-making process.

PESTLE Analysis

PESTLE Analysis Template

This template is designed to help you complete a PESTLE analysis.
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SWOT Analysis

SWOT Analysis Template

This template is designed to help you complete a SWOT analysis.
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Ansoff Matrix

Ansoff Matrix Template

This template is designed to help you complete an Ansoff Matrix.
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Boston Matrix

Boston Matrix Template

This template is designed to help you complete a Boston Matrix.
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Porter's Five Forces Analysis

Porter's Five Forces Analysis Template

This template is designed to help you complete a Porter's Five Forces analysis.
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Feasibility Report Template

Feasibility Report Template

This template is designed to help you complete a feasibility report.
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Coaching Skills Templates

These templates will help you to develop your coaching skills by giving you an understanding of the principles of coaching as well as the popular models that you can use.

Coaching Agreement Template

Coaching Agreement Template

This template will help you to formalize the relationship between the coach and the coachee so that both individuals understand their responsibilities.

Coaching Session Template

Coaching Session Template

This template will help you to maintain the focus of each coaching session and provides a record of progress made and actions committed to.
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GROW Coaching Model Template

GROW Coaching Model Template

This template helps you to monitor the progress of coaching based on the GROW model by keeping a record of goals, obstacles, commitments and timescales.
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TGROW Coaching Model Template

TGROW Coaching Model Template

This template helps you to monitor the progress of coaching based on the TGROW model by keeping a record of the goals obstacles, commitments and timescales.
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OSKAR Coaching Model Template

OSKAR Coaching Model Template

This template helps you to monitor the progress of coaching based on the OSKAR model by recording desired goals, exceptions and solutions.
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People Skills Templates

These templates will help you to develop the skills needed to build the professional relationships that are at the heart of both individual success and team productivity.

Assessing Emotional Intelligence Template

Assessing Emotional Intelligence Template

This template enables you to record and define an action plan to develop your own emotional intelligence (EQ).
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Top Trending Free eBooks

Top Trending Free eBooks