Template Corner Library

This page contains templates that provide additional aid to managers, project managers and project team members. The different libraries (Member, Basic, Extended) are available depending on the level of your paid license. Each template is mapped to the applicable TenStep process and the PMBOK Guide.

Click here to validate the libraries that you can access based on your license level.

Member Template Library (register now as a Member)

TenStep
PV

PMBOK
Guide

1.0 Abbreviated Project Charter

2.0

5.2

1.0 Project Charter

2.0

5.2

1.0 Service Request Form

2.0

5.2

2.0 Project Management Schedule Shell

2.0

6.4

4.0 Issues Log

3.0

8.3

4.0 Issues Submission Form

3.0

8.3

5.0 Scope Change Log

4.0

5.5

5.0 Scope Change Request Form

4.0

5.5

6.0 Individual Status Report

3.0

6.6

6.0 Project Status Report

3.0

10.4

9.0 Customer Satisfaction Survey

5.0

10.3

9.0 Quality Plan

2.0

8.1

misc - Recommend TenStep with this Download

   

Basic Template Library (for licensed companies and individuals)

TenStep
PV

PMBOK
Guide

1.0 Planning Compliance Checklist  

2.0

4.1

1.0 Project Management Plan 

2.0

4.1

1.0 Project Management Procedures

2.0

4.1

1.0 Responsibility Matrix   

2.0

9.1

1.0 SWOT Analysis   

2.0

11.2

1.0 Team Directory

2.0

9.2

2.0 Cost Baseline 

2.0

7.3

2.0 Cost Estimate by WBS Element

2.0

6.3

2.0 Cost Estimate Summary

2.0

7.2

2.0 Cost Management Plan

2.0

7.1

2.0 Effort and Cost Estimate (Excel)

2.0

7.2

2.0 Milestone Summary Chart   

2.0

6.4

2.0 Resource Requirements

2.0

7.1

2.0 Schedule Management Plan

2.0

6.5

2.0 Staffing Management Plan

2.0

9.1

3.0 Action Item Log

4.0

6.5

3.0 Corrective Action Log

4.0

multiple

3.0 Detailed Cost Estimate Variance Log

4.0

7.4

3.0 Lessons Learned

5.0

multiple

3.0 Project Completion Checklist

4.0

4.6

3.0 Project Kickoff Meeting Agenda

3.0

4.1

3.0 Revised Cost Request

4.0

7.4

3.0 Integrated Change Control Log

4.0 

4.5

3.0 Integrated Change Control Plan

4.0 

4.2

4.0 Issue Management Plan

2.0

4.0

5.0 Scope Management Plan

2.0

4.2

5.0 Requirements Management Plan

2.0

5.1

5.0 Requirements Report

2.0

5.1

5.0 Requirements Traceability Matrix

2.0

5.1

5.0 Requirements Review Checklist

2.0

5.1

5.0 Change Control Request Form

4.0 

5.5

6.0 Communication Management Plan

2.0

10.2

6.0 Communications Plan

2.0

10.2

6.0 Documentation Summary  

3.0

10.3

6.0 Meeting Discussion Log

3.0

10.4

6.0 Meeting Roster

3.0

10.4

6.0 Meeting Minutes  

4.0

10.3

6.0 Milestone Summary Report   

2.0

6.4

6.0 Project Documentation Checklist

2.0

10.2

6.0 Project Memo

3.0

10.3

6.0 Project Performance Report

3.0

10.5

6.0 Project Status Report II

3.0

10.4

6.0 Project Status Report III

3.0

10.4

6.0 Stakeholder Management Plan

3.0

13.2

6.0 Version Tracking Page

3.0

10.3

7.0 Inherent Risk Checklist

2.0

11.2

7.0 Risk Contingency Worksheet

2.0

11.5

7.0 Risk Control Form

4.0 

11.6

7.0 Risk Identification Worksheet   

2.0

11.2

7.0 Risk Management Checklist

4.0 

11.1

7.0 Risk Management Plan

2.0

11.1

7.0 Risk Review   

4.0 

11.6

7.0 Risk Submission Form

4.0 

11.2

7.0 Risk Tracking Log

4.0 

11.6

9.0 Completeness and Correctness Criteria

2.0

8.3

9.0 Deliverable Review

4.0

8.3

9.0 End of Project Metrics Worksheet

3.0

10.3

9.0 Metrics Management Plan

2.0

8.0

9.0 Project Assessment 1

3.0

4.6

9.0 Project Assessment 2

3.0

4.6

9.0 Project Assessment Summary

3.0

8.2

9.0 Project Scorecard

2.0

8.1

9.0 QA Checklist for Outsourced Projects

2.0

8.2

9.0 Quality Assurance Checklist

3.0

8.2

9.0 Quality Control Checklist

4.0

8.3

10.0 Procurement Management Plan

2.0

12.1

10.0 Request for Information

2.0

12.0

10.0 Request for Proposal

2.0

12.0

10.0 Simple Statement of Work

2.0

12.1

10.0 Statement of Work II 

2.0

12.1

10.0 Vendor Evaluation Form

2.0

12.0

10.0 Vendor Evaluation Summary

2.0

12.0

Extended Template Library (for licensed companies)

TenStep
PV

PMBOK
Guide

misc - 360 Feedback Summary

3.0

9.4

misc - Acknowledgement of Drug / Alcohol Policy

3.0

9.2

misc - Applicant Interview Summary

3.0

9.2

misc - Authorized Signature Form

3.0

9.2

misc - Business Case 

outside*

outside*

misc - Business Plan  

outside*

outside*

misc - Candidate Background Check

3.0

9.2

misc - Client 360 Review Feedback

3.0

9.4

misc - Coaching Action Form

3.0

9.3

misc - Confidentiality Agreement

3.0

9.2

misc - Defining a Logical Organization Checklist 

outside*

outside*

misc - Documenting a Policy 

outside*

outside*

misc - Employee Complaint

3.0

9.4

misc - Employee Exit Interview

3.0

9.2

misc - Employee Non-Compete Agreement

3.0

9.2

misc - Employee Personal Contact Information

3.0

9.2

misc - Employee Referral

3.0

9.2

misc - Employee Salary Change Summary

3.0

9.4

misc - Employee Self-Evaluation

3.0

9.4

misc - Employee Suggestion

3.0

9.4

misc - Employee Training Log

3.0

9.3

misc - Formal Acceptance

3.0

5.4

misc - Formal Performance Warning

3.0

9.4

misc - Hiring Authorization

3.0

9.2

misc - Information Retention Questionnaire  

outside*

outside*

misc - Job Change Form

3.0

9.4

misc - Job Description

3.0

9.1

misc - Job Posting

3.0

9.2

misc - Leave of Absence Form

3.0

9.1

misc - Life Status Change Form

3.0

9.1

misc - New Employee 90-Day Evaluation

3.0

9.4

misc - New Employee Information

3.0

9.2

misc - New Hire Log

3.0

9.2

misc - New Hire Request Form

3.0

9.2

misc - New Report Request

outside*

outside*

misc - Nondisclosure Agreement

3.0

9.2

misc - Peer 360 Review Feedback

3.0

9.4

misc - Performance and Development Plan

3.0

9.4

misc - Performance Review

3.0

9.4

misc - Personal Change Form

3.0

9.4

misc - Phase Acceptance

3.0

5.4

misc - Product Description  

outside*

outside*

misc - Project Data Retention Sheet

outside*

outside*

misc - Project Manager Interview Questions

3.0

9.2

misc - Project Recovery

outside*

outside*

misc - Project Workshop Agenda

3.0

10.4

misc - Quarterly Review Work Characteristics

3.0

9.4

misc - Recruitment Referral Payment

3.0

9.2

misc - Request for Flex Time

3.0

9.4

misc - Return from Leave of Absence Form

3.0

9.4

misc - Salary Change Form

3.0

9.4

misc - Simple Software License Agreement  

outside*

outside*

misc - Systems Analyst Interview Questions

3.0

9.2

misc - Teleworking Policy

3.0

9.4

misc - Travel Expense Report

3.0

9.1

misc - Upward 360 Review Feedback

3.0

9.4

misc - Vacation Request Form

3.0

9.4

misc - Weekly Timesheet (Landscape)

3.0

9.4

misc - Weekly Timesheet (Portrait)

3.0

9.4

misc - Yearly Performance Objectives

3.0

9.4

 

* - signifies that the template is outside the realm of the PMBOK Guide

PMBOK is a registered mark of the Project Management Institute, Inc.