Toolkit

PM Templates Pack

The five templates that show up in nearly every PM role — what they're for, what to put in them, and how to use them in week one of a new project.

1. Project Charter

Your one-page source of truth. Use it to lock alignment with your sponsor before anything else moves.

  • Problem statement — one paragraph, in business language
  • Objectives & success metrics — 2–4, all measurable
  • In scope / Out of scope — explicit, so you can defend the line later
  • Sponsor, PM, core team — names, not titles
  • Milestones & target dates — high-level only
  • Top 3 risks — known on day one

2. Weekly Status Update

Send the same shape every week. Stakeholders learn where to look and confidence compounds.

  • RAG status (Red / Amber / Green) with a one-line reason
  • Wins this week — 3 bullets max
  • Focus next week — 3 bullets max
  • Decisions needed — owner + due date
  • Risks & blockers — only ones that need escalation

3. RACI

One row per deliverable, one column per person. Each row gets exactly one A (Accountable). The day you draw it is the day ambiguity dies.

4. Risk Log

Living document. Each risk has: description, likelihood (L/M/H), impact (L/M/H), mitigation, owner, status. Review it in every steering meeting — not just when something is already on fire.

5. Stakeholder Map

A 2x2: Influence (low → high) on one axis, Interest (low → high) on the other. Plot every named person. High influence / high interest gets a weekly 1:1. High influence / low interest gets monthly updates. This map determines where your political energy goes.

Want the editable versions?

PM Blueprint members get the live Notion + Google Doc versions of all five, pre-filled with examples. You can apply on the Programs page.