In 2012 I took over my first big IT project.
A $1,5 million system implementation at one of the largest industrial firms. We’d replace the existing ERP system of the client with our new solution. It was a business critical system and hundreds of people were using it every day.
“I can’t afford to mess this up”, I told myself.
I was nervous about getting started.
But I was also excited.
This was my first real project manager role: I wasn’t going to be involved in the actual doing and could delegate everything to my team.
“The client is expecting to meet you next week. They want to get started with the project”, my manager told me
This meant I’d have to show something — an action plan that made sense, a cost estimate I could present with confidence, an overview of who was going to do what.
But I was just 2 weeks in my new position and I didn’t know where to start.
Also, I didn’t have any good templates I could use.
Nor did I know what documents I actually had to prepare.
So I googled for templates on the web.
But the stuff I found just sucked.
The worst experience I had was with a budgeting spreadsheet I had found somewhere.
After having spent hours plugging in my numbers into the sheet, I realized the sheet had a limit for 20 rows. That meant I couldn’t enter the planned effort for all of my team members, which were 35 people.
To make matters worse, the file had a password on and I couldn’t unlock it to make it fit my needs.
While I was fumbling with the sheet on that fateful Sunday, my family was enjoying tarts and coffee on the balcony.
“Adrian, would you like another piece?” my mother-in-law asked.
“Thank you, but I have to finish this work today” I replied with an absent mind.
I never managed to unlock the template.
And the Excel sheet ruined my entire weekend.
And I still had no solution for costing my project.
So I told myself:
As I couldn’t find the kind of templates I felt comfortable using, I decided to create them myself.
Even if it would take me a couple of days.
So I set down and built my own templates from scratch.
I started by asking myself basic questions:
Those kinds of questions.
I also made sure the templates looked nice.
Because at the end of the day, the templates would be shown to my managers.
And if they looked messy, that’s probably what they’d think of me too.
Once I had created the templates, there came the next step:
I began sharing the project templates with colleagues and friends. I also put them up for download on Tactical Project Manager.
I asked everybody who downloaded the templates if they liked them or not.
I got dozens of emails from folks thanking me for sharing the documents:
If people had good suggestions, I implemented them right away.
And today I am offering you the templates for download.
I’ve used them for almost a decade now, and they have been my “survival kit” in dozens of tough projects.
All my projects were a success. The templates played a huge role in that. Because without them, I would have struggled to keep a good overview.
Hi, I’m Adrian Neumeyer, founder and CEO of Tactical Project Manager. I’ve been working as an IT project manager for the past ten years. Today my focus is to help the people who manage projects — people like you! — with practical tips and useful tools. Connect with me on LinkedIn.
“I planned out the budget for a very large project in just one hour, normally this would have taken me all day.”
— Jessica R., Project Manager Finance (USA)
You need a current version of Microsoft Office that includes Excel, PowerPoint and Word. With the exception of the Gantt Scheduler, all templates work with both the desktop and the web version of the Office app (the Gantt Scheduler requires Excel on your desktop).
No, this Template Pack requires Microsoft Office. If you are using Google Sheets mainly, check out my Google Suite Templates Pack.
Yes! With average-leve Excel skills you can quickly change the templates to your needs.
No. You can add as many entries as you want.
Good news: You can share the templates within your organization and with your clients or contractors.
The only template that uses macros is the Requirement Specification template for Word. All other templates do not use macros.
Yes, I use Paddle.com, a trusted-based US payment provider
Yes. During checkout, you can choose a payment method, including credit card, PayPal, Amazon Pay and other options.
Valid question! The thing is, many payment providers require a phone number as part of their fraud prevention effort. Be assured that your phone number will not be used for any other purposes nor will it be shared with anybody. You also won’t receive any calls or messages from me or the payment provider.
Creating great products that save you a lot of time, that’s my goal. If you feel that the templates aren’t what you were looking for, I’m happy to return your investment within 30 days after your purchase. Just send me a message.
My goal is to provide you with the best tools to help you succeed in your job. If you feel the templates are not what you were looking for, I’m happy to return your investment within 30 days after the purchase. Just contact me.