A project without a plan isn't a project. It's a series of things happening until someone panics.
The Planning Pack gives you four templates that build the structural backbone of a well-run project — before things get complicated.
WBS + RACI Bundle (Excel)
Structure your work and assign ownership without doing it twice. Work breakdown structure and RACI matrix in one connected workbook. Fill in the WBS once — the RACI references it automatically.
Risk Register (Excel)
Log, score, and monitor project risks before they become issues. Probability and impact scoring, mitigation notes, status tracking, and phase tagging. See problems coming instead of dealing with them after the fact.
Requirements Matrix (Excel)
Document what the project must deliver and how you'll know it's done. Requirement type, priority, owner, status, and acceptance criteria in one structured view. Prevents the 'that's not what I meant' conversation at the finish line.
Project Budget Tracker (Excel)
Track estimated vs. actual across income and expenses. Built-in variance calculation, status tracking, and a budget health summary. Know where you stand financially before your client asks.
You know projects need more structure but aren't sure where to start
You've had scope, ownership, or budget confusion on a past project
You want client-shareable documentation that looks like it came from a real PM
A project without a plan isn't a project. It's a series of things happening until someone panics.
The Planning Pack gives you four templates that build the structural backbone of a well-run project — before things get complicated.
WBS + RACI Bundle (Excel)
Structure your work and assign ownership without doing it twice. Work breakdown structure and RACI matrix in one connected workbook. Fill in the WBS once — the RACI references it automatically.
Risk Register (Excel)
Log, score, and monitor project risks before they become issues. Probability and impact scoring, mitigation notes, status tracking, and phase tagging. See problems coming instead of dealing with them after the fact.
Requirements Matrix (Excel)
Document what the project must deliver and how you'll know it's done. Requirement type, priority, owner, status, and acceptance criteria in one structured view. Prevents the 'that's not what I meant' conversation at the finish line.
Project Budget Tracker (Excel)
Track estimated vs. actual across income and expenses. Built-in variance calculation, status tracking, and a budget health summary. Know where you stand financially before your client asks.
You know projects need more structure but aren't sure where to start
You've had scope, ownership, or budget confusion on a past project
You want client-shareable documentation that looks like it came from a real PM