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10 Free Project Report Templates for Excel & Word

Names Rexx by Names Rexx
September 18, 2024
in Project Management
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10 Free Project Report Templates for Excel & Word
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All through the lifetime of a venture, you will need to report on all kinds of data. This info shall be compiled into completely different reviews and handed alongside to managers, buyers, purchasers and different stakeholders. From there, reviews can be utilized to make venture selections and changes.

Utilizing venture report templates, like a weekly standing report template, guarantee these reviews are created shortly and successfully.

Why Use a Undertaking Report Template?

Irrespective of how completely a venture is deliberate, the sudden is certain to occur. Undertaking reviews doc these adjustments, whether or not good or dangerous, and inform future methods. With out repeatedly finishing venture reviews, helpful info and insights is missed out on.

Status reports are an instance of how reporting immediately impacts a venture, in each the short-term and long-term. These weekly reviews define many particulars a few venture, and utilizing a weekly standing report template can prevent from leaving gaps within the info. Undertaking report templates additionally preserve these reviews constant and arranged all through the lifetime of the venture. Disorganized, or “messy” venture reporting is a significant pitfall.

Utilizing a venture report template ensures you’re getting probably the most from the information and presenting it to stakeholders in the correct manner.

Project status report software feature in ProjectManager
Generate reviews to your stakeholders in seconds with ProjectManager’s reporting options. Learn more

Free Undertaking Report Templates

Whatever the venture report, the doc should convey info concisely—however that doesn’t imply the information ought to endure. The problem is offering info in probably the most environment friendly manner. A venture reporting template strikes the stability between an excessive amount of element and oversimplified reviews which can be ineffective to stakeholders.

Undertaking reporting templates make reporting simpler and information extra easy. Every of the next free venture report templates is designed for a selected goal and focuses on completely different info.

A weekly project status report does precisely what one would assume — paperwork particular info throughout a venture. These reviews must be created all through the lifetime of a venture with a view to illustrate adjustments, whether or not than be successes or failures. A weekly standing report is step one towards understanding if a venture goes easily.

Weekly Status Report Template for Excel
ProjectManager’s Weekly Standing Report Template.

Our weekly standing report template covers all of the bases and presents info effectively. This template contains main particulars corresponding to an executive summary, venture milestones, points, dangers and previous and future projections.

This standing report template additionally ensures the data is offered in a manner that makes probably the most logical sense. The chief abstract defines the venture and discusses targets and projections. It doesn’t make sense to current potential dangers and adjustments to stakeholders earlier than they’re hooked on the manager abstract.

A project dashboard is likely one of the most generally used venture administration instruments. Our dashboard template is a visible software to view the venture’s present standing, well being, calendar and extra. It’s an awesome complement to our weekly standing report template.

Project Management Dashboard Template featuring tasks, workload, task lengths and costs
ProjectManager’s Undertaking Dashboard Template

Undertaking dashboards will also be detrimental to productiveness in the event that they’re overcomplicated and tough to navigate. We naturally assume it’s finest to incorporate each piece of data on a dashboard. Actually, it is a one-way ticket to an unusable dashboard.

A dashboard ought to embrace duties, activity lengths, prices and workload, but it surely shouldn’t essentially illustrate the trivia of them. Use this free venture dashboard template to maintain it easy with no need an oversaturated dashboard. Or should you’re in search of a dashboard for managing a number of initiatives, or monitor the efficiency of your online business operations, you should use our free KPI dashboard template for initiatives and companies.

A venture progress template helps venture managers evaluate precise progress in opposition to the projections and estimates included within the venture plan. A progress report is a crucial venture administration software that works for each monitoring and reporting.

ProjectManager's project progress template
ProjectManager’s Undertaking Progress Template

Because the venture continues, new dangers are certain to crop up. There’s no option to foresee each potential danger throughout the project planning section, so reporting on new points as they seem is required. This manner issues are recognized earlier than they occur and also you acquire a greater understanding of what to look out for in future initiatives.

ProjectManager's free risk tracking template
ProjectManager’s Threat Monitoring Template.

A danger register ought to embrace every potential danger and the affect it may have. It must also categorize the danger and describe what steps had been taken with a view to keep away from it.

Whereas many of those dangers won’t ever develop into actuality, it’s essential to doc and plan for them. Tasks with out danger registers stroll the tightrope with no security internet. In addition they don’t inform future initiatives. Preserving a working listing with this danger register template turns dangers into references for the longer term.

A change log is just like a danger register. Nonetheless, in a danger register, these are potential dangers. In a change log, these are precise adjustments that occurred. A change log template is the place main adjustments within the venture, what actions had been taken to resolve them when the matter was resolved and different particulars shall be listed.

ProjectManager's free change log template
ProjectManager’s Change Log Template.

Why not add this info to a weekly standing report? As a result of these are particular, uncommon circumstances all through the lifetime of the venture that have to be in a single location.

A change log template organizes the details about adjustments and what steps had been taken to handle them in a single chronological listing. Bear in mind, a venture report template is meant to be some extent of reference for venture managers experiencing adjustments in future initiatives. An organized change log reveals what responses labored prior to now and what didn’t.

On the finish of the venture, it’s time to wrap up and get stakeholder sign-offs with a venture closure template. This report is the ultimate dash within the marathon of managing a profitable venture. With out this ultimate push, all of the arduous work up up to now loses worth.

ProjectManager's free project closure template
The Undertaking Closure Template.

A venture closure report contains documentation of all the things wanted to finish the venture, in addition to any excellent gadgets that haven’t been accomplished. This report ought to summarize goals, standards for completion, successes, failures and classes realized. It must also present details about time spent, price range, scope and schedule.

A venture closure report typically asks for summary info. Itemizing all the key takeaways from a venture sounds difficult, however this free venture closure template makes it so simple as following a guidelines.

A autopsy is a medical time period that refers back to the examination of a useless physique to find out the reason for loss of life. In project management, the autopsy is a report on a venture that has simply been accomplished, reviewing what labored and what didn’t.

Obtain this free port-mortem template for Phrase and get a venture report template that particulars the nice, dangerous and ugly of a not too long ago delivered venture. This enables the venture supervisor, staff and stakeholders to truthfully assess the venture, points and all, to use what’s realized to the following venture.

Post-Mortem Project Report Template

This free venture report template crucially outlines what preliminary expectations had been. There’s house to listing the venture milestones, achievements and obstacles. Stakeholders has a spot to present their perspective, too, making this a complete take a look at previous initiatives to enhance future ones.

Undertaking report templates don’t must look again at a closed venture, they are often very useful monitoring the progress of a present one. Having the ability to get a whole lot of information on the efficiency, value, workload and extra when managing a venture gives info to make extra insightful selections.

Obtain this KPI dashboard template for Excel to get helpful information that helps ship initiatives on time, inside price range and assembly high quality requirements. Undertaking managers can use this venture report template to shortly establish tendencies and reply to challenges or alternatives after they come up.

KPI Dashboard template

This venture report has charts and graphs that assist to ship initiatives and companies alike. There are key performance indicators for price range, a yearly pay/loss overview, activity standing, useful resource planning, workload evaluation and extra.

When a venture is over, it’s not fully completed. There are paperwork to signal, groups to launch to different initiatives and extra paperwork. However the final and presumably most necessary merchandise of enterprise is documenting the data obtained from the execution of the venture.

This free classes realized template for Excel is a option to seize that data, each optimistic and damaging. Just like the autopsy, this venture report template permits the staff to mirror on the venture and determine how the following one may be higher managed.

Lessons learned template

The teachings realized template divides every matter mentioned as a win or a problem. From there, the staff will describe what occurred and its affect on the venture. That results in the way it may change future initiatives after which a listing of motion gadgets to handle the win or problem.

Change is a given when managing a project. That doesn’t imply venture managers and enterprise leaders simply let it occur. They use this free change affect evaluation template for Excel to grasp how the change will have an effect on the folks, course of and initiatives they’re concerned with.

Utilizing this venture report template can inform useful resource allocation and scale back the danger related to the change. It helps analyze the kind and extent of the change, and its affect on completely different departments within the group, from staff to venture groups, processes, expertise and extra.

Change impact report template

The free venture report template has house to explain the present state of the operation or enterprise course of. Then there’s a spot to outline the specified state. Subsequent, the proposed change is defined and a listing of questions that shall be requested to estimate the affect of the change.

The Worth of a Good Report

All too typically, initiatives are managed with out reflecting on the successes and failures of past projects. One of the best initiatives are knowledgeable by previous reviews and create reviews with the longer term in thoughts. Utilizing venture reporting templates means every report created is a component of a bigger reference for the longer term.

Whether or not reporting on agile projects, programs, products, or managing any other type of project, there’s a template that can profit your reporting and finish outcomes. This may imply simplifying your workflow and enhancing deliverables.

Take Undertaking Reporting Additional with ProjectManager

Utilizing venture templates is a wonderful first step within the venture reporting course of, however templates can solely take you thus far.

Happily, you may take project reports even additional through the use of them together with venture administration software program. On-line venture administration software program corresponding to ProjectManager has the flexibility to create and share automated reports with probably the most present information. Take a free trial of ProjectManager and see simply how a lot we will enhance your venture reporting expertise.

Project report options in projectmanager

Associated Content material

ProjectManager is a cloud-based software program that means that you can handle initiatives and create reviews from anyplace. Import your venture in minutes and create reviews with ease. The ProjectManager dashboard reveals an easy-to-navigate overview of your venture, and our reporting instruments provide the energy to report on the data with the press of a button. See for your self by taking this 30-day free trial today.



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