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Business Project Planning & Management Bundle (2026

8 items

Life In the Eworld

Running a business often means managing multiple projects at once -launching a new product, working with clients, developing a marketing campaign, organizing a team, or improving an internal process. Without a clear system, important tasks can easily...

Sections

Bundle 1. Project Initiation

Bundle 2. Project Planning

Bundle 3. Budget & Resources Bundle

Bundle 4. Team & Communication Bundle

Bundle 5. Monitoring & Control Bundle

Bundle 6. Meetings & Updates

Bundle 1. Project Initiation

Before work begins, a project needs a clear foundation. The Project Initiation section helps businesses define what the project is, why it is being done, what needs to be delivered, and what requirements need to be considered. Included: Project Brief...

This gives the business and project team a shared understanding of the project's purpose, expectations, requirements, and boundaries.

Project Initiation Bundle -Business Project Planning Templates

Bundle 2. Project Planning

Once the project has been defined, the next step is turning the idea into an organized plan. The Project Planning section helps businesses break projects into manageable activities and establish timelines and milestones. Included: Project Plan - Orga...

Project Planning helps businesses turn ideas into actionable plans by organizing tasks, timelines, milestones, and responsibilities so projects can move forward with greater clarity and structure.

Project Planning Bundle Template

Bundle 3. Budget & Resources Bundle

Every project requires resources - and many projects require careful control of costs. The Budget & Resources section helps businesses monitor project spending and plan the resources needed to complete the work. Included: Budget Tracker - Monitor planned and actual project costs. Expense Tracker - Record and organize project-related expenses. Reso...

Stay in control of every dollar and resource your project depends on with the Budget & Resources Bundle - three professionally designed templates that help you track spending, plan resources, and manage it all with clarity from start to finish.

Budget & Resources Bundle - Project Management

Bundle 4. Team & Communication Bundle

Projects often involve multiple people, departments, clients, vendors, and other stakeholders. The Team & Communication section helps clarify responsibilities and organize communication. Included: Stakeholder List - Record clients, team members, vendors, and other stakeholders. RACI Matrix - Clarify who is Responsible, Accountable, Consulted, and Inform...

Team & Communication helps businesses keep everyone aligned by clearly defining roles, responsibilities, stakeholders, and communication processes throughout the project.

Team & Communication Business Bundle

Bundle 5. Monitoring & Control Bundle

Planning a project is only the beginning. Projects can change as work progresses. The Monitoring & Control section helps businesses identify problems, manage changes, record decisions, and monitor potential risks. Included: Risk Assessment - Identify potential risks and consider how they may affect the project. Issue Tracker - Record and monitor ...

Monitoring & Control helps businesses stay on track by identifying risks, addressing issues, managing changes, and documenting important project decisions as the work progresses.

Monitoring & Control Bundle – 4 Project Management Templates

Bundle 6. Meetings & Updates

Meetings and project updates can generate a lot of information. Without documentation, important decisions and action items can easily get lost. The Meetings & Updates section helps businesses organize meetings and communicate project progress. Included: Meeting Agenda - Plan what needs to be discussed before a meeting. Meeting Minutes - Document important discussions, decisions, and information from meeti...

Meetings & Updates helps businesses keep project discussions, decisions, action items, and progress organized so everyone stays informed and follow-up tasks are not overlooked.

Project Meetings & Updates Bundle Template

Bundle 7. Project Closeout Bundle

Completing the work is not necessarily the end of a project. Businesses also need to confirm that deliverables have been completed, accepted, and properly documented. The Project Closeout section helps bring the project to an organized conclusion. In...

Project Closeout helps businesses formally wrap up projects by confirming deliverables are completed and accepted, documenting final activities, and capturing lessons that can improve future projects.

Project Closeout Bundle

Bundle 8. Excel Dashboards

Once project information is being tracked across multiple worksheets, dashboards provide a convenient way to bring key information together in one place. The bundle includes three Excel dashboards, each designed to focus on a different area of projec...& Milestone Dashboard - Provides a focused view of tasks and milestones, including completion status, upcoming deadlines, overdue tasks, milestone progress, and overall task completion. Why businesses need dashboards? Dashboards make it easier to revi...

Excel Dashboards bring key project information together in one place, making it easier for businesses to monitor project performance, finances, tasks, and milestones at a glance.

Excel Dashboards Bundle