Project Management Bundle

Stop running projects from memory. This is the complete project management system — everything a professional PM or business owner needs to plan, track, and deliver any project, in one instant-download bundle.

Most project management templates on Etsy give you a single spreadsheet and leave you to figure out the rest. This bundle gives you an entire operating system: five professional tools that work together from your first kickoff meeting to your final sign-off.

⬇ WHAT'S INCLUDED IN THIS BUNDLE ⬇

📄 PROJECT CHARTER TEMPLATE (Fillable PDF)
The first document every project needs — professionally designed and ready to fill in from day one. Captures everything leadership needs to authorize your project:
→ Project identity: name, PM, sponsor, department, dates, budget, priority level
→ SMART Objective statement with guided prompts
→ Business Need / Problem Statement
→ In-Scope / Out-of-Scope table (color-coded green/red)
→ Success Criteria field
→ Constraints & Assumptions side-by-side
→ Key Deliverables table (6 rows)
→ Key Milestones table (5 milestones with dates + owners)
→ Stakeholder Register with Interest and Influence scoring
→ Top 3 Risks at initiation with Likelihood × Impact scoring
→ Budget Summary with spending authority field
→ Four-signature approval block (PM, Sponsor, Stakeholder, Department Head)

📊 INTEGRATED MASTER SCHEDULE — EXCEL VERSION
A fully dynamic Excel workbook with a Gantt chart, critical path tracker, RACI matrix, risk register, budget tracker, and milestone dashboard — all in one file. Formulas are pre-built. You enter your tasks and the schedule builds itself.

🖥 INTEGRATED MASTER SCHEDULE — INTERACTIVE HTML VERSION
The same powerful IMS in a browser-based interactive tool. No Excel required. Runs in any web browser, stores your data locally, and gives you a live dashboard view of your project health. This is the version your team will actually use in meetings.

📋 PROJECT PLANNING WORKBOOK (18 Sections)
A printable and digitally fillable Word document with every form you need to run a project professionally:
→ Project Overview Dashboard
→ Scope Statement with In/Out of Scope table
→ Stakeholder Register + Influence-Interest Matrix
→ Work Breakdown Structure (WBS)
→ Project Schedule & Sequencing with Gantt grid
→ Budget Tracker with variance tracking
→ Risk & Issue Log with scoring guide
→ Communication Plan & Meeting Cadence
→ Quality Standards & Phase Gate Checklist
→ 10 Team Meeting Note Templates
→ Change Log
→ Project Closure with Lessons Learned
→ RACI Matrix (20 tasks × 8 team members)
→ Decision Log
→ Team Directory, Vendor Contacts & Escalation Path

📖 PM FIELD GUIDE: From Kickoff to Closeout (28 Pages)
A professionally designed PDF reference guide that explains the "why" behind every tool in this bundle. Includes:
→ PM Fundamentals Cheat Sheet (10 core concepts)
→ Project Kickoff Blueprint (12-step checklist)
→ Critical Path & Float explained in plain English
→ Scope Management & 5-Step Change Control Process
→ RACI Done Right (including the 5 most common mistakes)
→ Risk Register Best Practices & Response Strategies
→ Earned Value Management basics
→ Scenario Playbook: 6 real situations with step-by-step guidance
→ 4 Quick Reference Cards (phase checklist, status report, change request, meeting agenda)
→ PM Resources & References section
→ 2 lined Notes pages

✅ WHO THIS IS FOR

→ Project managers who want a cleaner, more complete system than what they're currently using
→ Business owners running their first serious project who need guidance, not just a template
→ Consultants and freelancers who need to look professional from day one
→ Operations leads, marketing PMs, construction managers, IT project leads — anyone managing scope, budget, and a team

✅ WHY THIS BUNDLE IS DIFFERENT

Most PM templates are a single tab in a Google Sheet. This bundle includes a fillable Project Charter, two versions of a full 13-tab project management system, an 18-section fillable workbook, and a 28-page professionally designed reference guide. That's five tools that cover the full project lifecycle — from kickoff authorization to final closeout.

→ No subscription. No software to install (for the Charter, Workbook, and Guide).
→ The HTML tool runs in any browser — Chrome, Safari, Firefox, Edge.
→ The Excel file works in Microsoft Excel (2016+) and Google Sheets.
→ The Workbook is fillable digitally or printable for spiral binding.
→ The Charter is designed to print on a single sheet of paper for signatures.
→ The Field Guide is designed to be printed and kept at your desk.

📥 INSTANT DOWNLOAD — 5 FILES INCLUDED

After purchase, you will receive immediate access to download:
• ProjectCharter\_DoBizBetter.pdf — Fillable Project Charter Template
• ProjectManagement\_IMS.xlsx — Excel Integrated Master Schedule
• ProjectManagement\_IMS.html — Interactive browser-based IMS
• ProjectManagement\_Workbook\_v2.docx — 18-Section PM Workbook
• PM\_Field\_Guide\_DoBizBetter.pdf — 28-Page PM Field Guide

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