Take a look around in the PM Perspective toolbox. Nothing here is vague, high-level or theoretical. All the tools, templates and training on this page are practical and can be put to immediate good use.

Join The Free Project Scheduling 101 Course

Learn how to pull the team together and create an awesome plan, in just a little over 60 minutes.

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  • Technical
  • Leadership
  • Strategic & Business
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  • Initiation
  • Planning
  • Execution
  • Closure

Project Scheduling 101

Get FREE access to 1.5 hours of instruction on how to hit the ground running and get control of your project team.

Advanced Project Schedule Creation

No one likes to plan, but, as they say, failing to plan means you're planning to fail. Learn how to put together comprehensive project plans and, in the process, build a high performing team.

Emotional Intelligence for Project Managers

Ever wonder why some people seem to get all the opportunities? ...why some seem to be given preferential treatment, get the best projects, get promoted? If you want to know the secret to being the next "rising star," this course if for you.

Project Charter

The Project Charter is the foundation upon which you deliver a successful project. Download this template and get everyone on the team aligned on objectives and how to achieve them.

Kickoff Meeting Agenda & Presentation

With this template you can accomplish a number of things: You will establish yourself as a leader, increase your influence, and transition your team from the "storming" to "performing" phase in about an hour.

Project Status Report

Be the kind of PM that instills confidence within the executive team by providing concise, accurate information that they can trust and do it all spending no more than 15 minutes to prepare your report.


Coming Soon

Project Management Plan

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Implementation Strategy

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Change Strategy

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Work Breakdown Structure

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Project Estimation Spreadsheet

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Status Meeting Agenda

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Meeting Minutes

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Budget & Forecast Tracking Spreadsheet

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Project Change Request

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Deployment Plan

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Lessons Learned

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Project Closeout Meeting Agenda

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Business Case

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