Project Management: From Initiation to Closure — book cover

The Book By Radim Kaufmann

Project Management

From Initiation to Closure

The complete practitioner handbook — covering initiation, scope, scheduling, budgeting, stakeholders, risk, communication, execution, and closure. Drawn from real-world industrial automation and AI project environments. Every chapter is paired with a ready-to-use template you can download below.

18
Chapters
52k+
Words
27
Templates
100%
Free Downloads
Buy on Amazon · $9.99 Download templates Read free preview

Free Templates Library

All 27 Templates · Download & Use

Every template from the book — ready to use in Microsoft Word, Excel, and PDF formats. Free to download, free to adapt, free to ship in your own projects.

I.

Foundations

3 templates
T-01 Chapter 4 — Initiation
Available

Project Charter

Formal project authorization with SMART objectives, scope, milestones, budget, stakeholders, risks, and signatures.

WWord · 2 pages

T-02 Chapter 4 — Initiation
Available

Project Scope Statement

Detailed scope with deliverables table, IN/OUT boundaries, acceptance criteria, assumptions, and approval signatures.

WWord · 2 pages

T-03 Chapter 4 — Initiation
Available

Project Objectives Form

SMART objectives with metrics, targets, baselines, deadlines, owners, priorities, and integrated progress tracking.

XLExcel

II.

Stakeholder Management

3 templates
T-04 Chapter 5 — Stakeholders
Available

Stakeholder Register

Complete stakeholder register with Power/Interest scoring, engagement levels, strategy column, and category summary.

XLExcel · Landscape

T-05 Chapter 5 — Stakeholders
Available

Stakeholder Analysis Matrix

5×5 Power-Interest heat map with color-coded quadrants, engagement strategy table, and stakeholder placement register.

XLExcel · Landscape

T-06 Chapter 5 — Stakeholders
Available

Power-Interest Grid

Printable 5×5 workshop grid — plot stakeholders by power and interest, with quadrant legend (MC/KS/KI/M) and 12-row placement table.

WWord · Portrait · DOCX/PDF

III.

Project Planning

6 templates
T-07 Chapter 6 — WBS
Available

WBS Worksheet

5-level hierarchical WBS (L0–L4) with color-coded indentation, deliverables, owners, effort hours, cost, and auto-sum totals.

XLExcel · Landscape · 27 rows

T-08 Chapter 7 — Schedule
Available

Gantt Chart / Time Plan

16-week Gantt with navy=planned, gold=completed, red=milestone bars, today marker, 3-level task hierarchy, and legend.

XLExcel · Landscape · 16 weeks

T-09 Chapter 7 — Schedule
Available

Time Sheet

Weekly time sheet with WBS code tracking, Mon–Sun columns, auto-total formulas, billable hours, summary, and approval signatures.

XLExcel · Portrait · Weekly

T-10 Chapter 7 — Resources
Available

Resource Sheet

16-week resource allocation plan — green/orange/red utilization coding, over-allocation flag, team totals, total hours formula.

XLExcel · Landscape · 16 weeks

T-11 Chapter 8 — Budget
Available

Project Budget

Full budget with 6 cost categories, CAPEX/OPEX, estimated vs. approved vs. actual, variance, contingency, and health summary.

XLExcel · Landscape

T-12 Chapter 8 — Budget
Available

Cash Flow Table

12-month cash flow with OPEX/CAPEX breakdown, planned vs. actual vs. variance rows, and cumulative S-curve for EVM baseline.

XLExcel · Landscape · 12 months

IV.

Team, Risk & Execution

6 templates
T-13 Chapter 9 — Team
Available

RACI Matrix

23 activities across 5 phases, 10 roles, color-coded R/A/C/I cells, phase separators, count-per-role summary.

XLExcel · Landscape

T-14 Chapter 9 — Team
Available

Team Composition Sheet

10-member register with role, type (Internal/External), allocation %, assignment period, reporting line, skills, and team summary.

XLExcel · Landscape

T-15 Chapter 9 — Team
Available

Competency Matrix

22 competencies across 5 areas, 10 members, 4-level rating scale, red gap highlighting, gap count formula, development actions.

XLExcel · Landscape

T-16 Chapter 10 — Risk
Available

Risk Management List

12 pre-filled risks across 8 categories, P×I scoring, Critical/High/Medium/Low rating, response strategy, residual risk, summary.

XLExcel · Landscape · 15 cols

T-17 Chapter 10 — Risk
Available

Risk Matrix

5×5 Probability/Impact heat map with color-coded quadrants, 12 risks plotted, risk placement table, and rating legend.

XLExcel · Landscape

T-18 Chapter 10 — Risk
Available

Pre-Mortem Analysis

6-section workshop: session info, facilitator premise script, 15 failure mode rows across 7 categories, team vote, prevention actions, outcome.

WWord · Portrait

V.

Communication & Control

6 templates
T-19 Chapter 11 — Communication
Available

Communication Matrix

15 pre-filled events across 4 sections (Routine, Stakeholder, Milestone, Closure) — frequency, format, channel, owner, feedback indicator.

XLExcel · Landscape

T-20 Chapter 11 — Communication
Available

Meeting Minutes

7-section template: meeting info, 10-person attendance, agenda, discussion/decisions log, action items (A01–A08), previous actions review, approval.

WWord · Portrait

T-21 Chapter 11 — Communication
Available

Project Status Report

7-section weekly report: RAG dashboard (6 areas), executive summary, 8 KPIs, milestone tracker, issues & risks, budget snapshot, next steps.

XLExcel · Portrait

T-22 Chapter 12 — Issues
Available

Issue Log

10 pre-filled issues across 7 categories — color-coded priority (Critical/High/Medium/Low) and status (Open/In Progress/Escalated/Resolved/Closed), resolution actions, summary.

XLExcel · Landscape · 13 cols

T-23 Chapter 12 — Delivery
Available

Delivery Report

8-section formal delivery record: deliverables, scope compliance matrix, deviations & waivers, open items, test results (FAT/UAT), handover checklist ✓/✗, signatures.

WWord · Portrait

T-24 Chapter 13 — Changes
Available

Change Request Form

7-section change control form: 8-area impact analysis, 3-option comparison, review checklist, decision buttons (Approved/Rejected/Deferred/More Info), signatures, implementation tracking.

WWord · Portrait

VI.

Project Closure

3 templates
T-25 Chapter 16 — Closure
Available

Acceptance Protocol (PAC/FAC)

7-section PAC/FAC: deliverable acceptance table, 10-criteria checklist (PASS/FAIL/N/A), open items, warranty terms, acceptance statement, 4 signatures. Legally binding.

WWord · Portrait · PAC + FAC

T-26 Chapter 16 — Closure
Available

Lessons Learned Log

12 real lessons across all 5 phases and 8 categories. What/Why/Impact/Recommendation format. Color-coded: Positive (green) / Negative (red) / Suggestion (orange).

XLExcel · Landscape · 12 lessons

T-27 Chapter 16 — Closure
Available

Final Project Report

11-section closure document: executive summary with success rating, scope matrix, schedule & budget performance tables, quality summary, risk/issue stats, top 5 lessons, final approval.

WWord · Portrait · 11 sections

Business Analysis: Blueprint for Organizational Success — companion volume

Companion Volume · Business Analysis

If Project Management covers how to run the project, Business Analysis: Blueprint for Organizational Success covers how to frame it — the work that happens before the project charter is signed and during every requirements conversation that follows. A complete practitioner's handbook covering BRD, stakeholder management, BPMN, requirements engineering, risk analysis, and Agile vs Waterfall trade-offs.

ISBN 979-8-253-55976-5 · Amazon KDP · Worldwide

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