Digital Project Management Templates

Let’s make this easy.

Project Initiation

Project Planning

Manage & Control

Project Closing

Career Development

Other

Project Initiation

Internal Kick-off Meeting Agenda

This helps you cover off the internal kickoff essentials (such as intros, a project overview, and roles) so you set your teams up with everything they need to start off right.


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Client Kick-off Meeting Agenda

Find alignment with your clients from the start with this structured client kickoff meeting agenda with important items like briefing and definitions of success.


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Project Brief

Cover off the Why, What, When, How, Who, and other essentials of your projects in this brief so you can build a solid foundation for the rest of your project.


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Project Charter

Quickly summarize all of your key project info in this charter template: lock in your scope, deliverables, assumptions, budget, key dependencies, team members, communication plan, timeline, and more.


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Project Initiation Doc

Map out your key project info like scope and deliverables, along with useful tables to quickly breakdown your project phases and determine roles with a project RACI chart.


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RACI

Help team members, stakeholders, and clients understand who is Responsible, Accountable, Consulted, and Informed so everyone knows how work moves through the pipeline and how to communicate about progress.


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Project Planning

Project Estimate (Simple)

This spreadsheet is all set up to help you quickly calculate your budget for each phase of your project—and it makes sure you remember to include essentials like a scope overview and assumptions.


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Project Estimate (Complex)

Move from a simple high-level estimate to a more detailed cost breakdown with this spreadsheet—list your tasks along with deliverables, costs, assumptions, and hours by team member or department for each task.


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Website Redesign Project Timeline

Wonder what a real, filled-in project timeline looks like? Understand what to include in your website redesign project with the details in this website redesign project timeline.


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Landing Page Project Timeline (Agile)

This timeline helps you understand what an agile landing page project looks like in concrete terms—use this detailed example timeline as a foundation for your next agile project.


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Landing Page Project Timeline (Waterfall)

Get a detailed look at the phases, milestones, and deliverables of a real project when planned according to Waterfall methodology, and use this to inform your next Waterfall-style project.


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Statement of Work (SoW)

This detailed template will save you hours of time, offering a fully detailed statement of work (SoW) ready to fill in—and the finished sample helps you understand how to use each section.


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Sprint Planning Agenda

Use this agenda to guide your next agile spring planning meeting—clearly present your plan for reviewing, backlog grooming, and planning next steps with your team.


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Requirements Gathering

This detailed template helps ensure you cover off every detail in your project requirements—save time by simply filling in the sections on Device Specifications, File Formats, Assets, User Roles, and more.


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Communications Plan

Here’s an easy way to gather all of the contact info and instructions you’ll need for your projects, and use the sample to understand best practices for filling it out.


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RAID (Risks Assumptions Issues Dependencies) Log

Record your project Risks, Assumptions, Issues and Dependencies in this pre-made spreadsheet, and see how a real RAID log looks when filled out for a website redesign project.


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Manage & Control

Meeting Agenda

Simply fill in your key meeting info like attendees, required reading, agenda items and timing to quickly plan your meetings and get everyone on the same page.


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Contact Report

Find a simple, structured document to make a professional contact report that helps you quickly record and present important discussion points and next steps.


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Action Brief

Writing a detailed, useful action brief is easy with this pre-made doc that helps team members understand the purpose, schedule, process, and requirements for their work.


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Craft Brief

This detailed craft brief ensures you present the important points your teams need to create great solutions, such as the problems you’re trying to solve, your audience, key messaging, and success criteria.


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Creative Brief

Provide your creative team members with important project info (purpose, overview, messaging, audience, criteria, outputs) in this simple, structured brief.


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Change Request

Easily and quickly manage changes with a change request template that helps you record the background, approach, scope, deliverables, assumptions, budget, dependencies, billing, and approvals for changes.


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Status Report

Present your project status with a clear, professional breakdown using this template. Simply fill in the sections for your executive summary, financial summary, progress, RAID log, action items, and milestones.


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Project Checklist

Don’t leave out a single important detail: make sure you’re covering all of the meetings, creating all of the right documents, and getting approvals at all of the right times.


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Investment Authorization

Quickly record an investment authorization (reason for investment, amount requested, signatures) with this one-page, ready-made document.


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Project Closing

Lessons Learned

Finish your projects well with a review meeting where you record your lessons learned—see the filled-in sample for ideas and use the template to record your team’s learnings in your meeting.


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QA Checklist

Use this as a quick reference to make sure the people responsible for QA on your website projects have checked all of the content and functional elements required before getting sign off.


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Career Development

Digital Project Coordinator Job Description

Download and modify this Project Coordinator job description to save time creating a job listing and better understand the role.


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Digital Project Manager Job Description

Download and modify this Digital Project Manager job description to save time creating a job listing and better understand the role.


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Senior Digital Project Manager Job Description

Download and modify this Senior Digital Project Manager job description to save time creating a job listing and better understand the role.


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Project Director Job Description

Download and modify this Project Director job description to save time creating a job listing and better understand the role.


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Resource Manager Job Description

Download and modify this Resource Manager job description to save time creating a job listing and better understand the role.


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Goal Setting Worksheet

Define your vision and goals for your career, health, and personal life with the exercises in this pack of goal setting exercises.


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Fuel Your Career Workbook

Use this approachable guide to understand what success means for you, your teams, and clients, where your strengths and weaknesses are, and how to find the resources you’ll need to fill your skill gaps.


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Other

Here’s a collection of other project-related documents and resources that can be really useful for setting up, handing off, and monitoring your projects as well as clarifying your role.

Project Folders

These pre-organized folders provide instant structure for your project folders and subfolders, accounting for every aspect of your projects from client documents to 3rd party records to your UX files.


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Project Handover

Save time wondering how to hand off your projects when you go on vacation or transition to another project: simply follow the checklist on this template and fill in the sections.


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Terms Glossary

Quickly find and understand the important terms that get tossed around in your digital projects, such as different estimation techniques, design lingo, methodology terms, and more.


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Agency Performance Review

Conduct an agency performance review by filling in the details about KPIs, financials, strategy, and more. Record your metrics and achievements, and use the final section to identify what’s going well, what can improve, and next steps.


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AM/PM Roles & Responsibilities

Get clarity on the details of the account and project management roles: quickly go down the list of tasks to identify whether it falls to an AM, PM, Account Director, Project Director, etc.


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Non Disclosure Agreement One-Way Supplier UK

This sample NDA helps you understand how to structure an NDA and what to include by giving you a glimpse at an NDA from a real project.


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Client Confidentiality Agreement

Save yourself the administrative headache and use this sample client confidentiality agreement to understand what to include and how to structure the document.


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Master Services Agreement

This sample Master Services Agreement offers pages and pages of detailed sections that cover everything from intellectual property to use of data and project equipment. Download and modify to make sure you’re checking the legal boxes.


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Process Overview

This process overview sample helps you understand what the various phases of a project look like, from initiation to scoping to post project follow-up, outlining the main activities and roles in a simple table.


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