Tools & Templates
Project Status Report
The Project Status Report (PSR) tool is probably the most valuable and most utilized of all project management tools. This version tracks weekly progress on deliverables by project; it identifies risks and mitigation plans and contains critical information for large and diverse project stakeholders. This is the vehicle employed to indicate the status of overall project health.
You may download the excel file by clicking here or on the graphic below.
RAID Tool
The RAID Tool (Risks, Assumptions, Issues and Decisions) tool captures all risks to be mitigated, assumptions to be validated, issues to be resolved, and decisions to be documented. It tracks what action is needed, who is doing it, when it is being done, and the status. Not only does it impose prompt action, it also catalogues all issues identified throughout the life of a project. It can be easily sorted by "open/closed" items and "due dates", supporting action orientation and endorsing results.
You may download the excel file by clicking here or on the graphic below.
Meeting Agenda Template
A quick way to plan meetings!
You may download the excel file by clicking here or on the graphic below.
Meeting Minutes Template
Here is a very simple tool to capture important meeting activities.
You may download the excel file by clicking here or on the graphic below.
Please let me know if you have questions or need any assistance with these tools.
Lisa