Project Charter
Word + Google DocsAuthorize the project, define objectives, identify the project manager, and capture high-level scope, risks, and stakeholders in one document.
Best for: Initiating any new project, securing sponsor sign-off
Get a fresh Wiser Generations™ branded project management template every month — Project Charter, Risk Register, Sprint Planner, Retrospective Board, and more. Included free with every $47/month Study Access subscription.
13+
Templates in the library and growing
2 formats
Microsoft Office + Google Docs / Sheets
Monthly
A new template drops on the 1st of every month
Waterfall / Predictive
Authorize the project, define objectives, identify the project manager, and capture high-level scope, risks, and stakeholders in one document.
Best for: Initiating any new project, securing sponsor sign-off
Track every stakeholder, their role, contact info, influence level, and engagement strategy. Includes a printable Power/Interest grid.
Best for: Stakeholder analysis, communication planning
Decompose project scope into deliverables and work packages. Includes WBS dictionary tab and visual hierarchy view.
Best for: Scope definition, estimating, schedule baseline
Catalog risks with probability, impact, EMV, response strategy, owner, and trigger conditions. Pre-built risk scoring formulas included.
Best for: Risk identification, qualitative analysis, response planning
Define who needs what information, when, and how. Plus a one-page weekly status report template aligned to RAG (red/amber/green) reporting.
Best for: Communication planning, executive reporting
Standardized change request form and change log to feed integrated change control. Tracks impact assessment, CCB decision, and approval.
Best for: Integrated change control, scope management
Capture what worked, what didn’t, and what to do differently next time. Categorized by knowledge area for easy retrieval.
Best for: Project closeout, organizational process assets
Agile / Scrum
Prioritized product backlog with story points, acceptance criteria, and value scoring. Includes a story map view for release planning.
Best for: Backlog refinement, release planning
User story template with INVEST checklist, acceptance criteria scaffold, and a configurable Definition of Done your team can adopt as-is.
Best for: Story writing, sprint planning
Plan sprints with team capacity, story commitments, and a burndown chart. Auto-calculates remaining work day-by-day.
Best for: Sprint planning, daily stand-ups
Printable Start/Stop/Continue and Mad/Sad/Glad retrospective formats, plus action item tracker to close the loop sprint over sprint.
Best for: Retrospectives, continuous improvement
Multi-sprint velocity tracker with rolling average, sprint-level burndown, and release-level burnup charts.
Best for: Forecasting, sprint reviews
Adapted RACI for Scrum and Kanban teams: Product Owner, Scrum Master, Dev Team, Stakeholders. Pre-filled with common ceremonies.
Best for: Team launch, role clarity
Get all 13 templates — and a fresh one every month
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PM Templates FAQ
Subscribe to Wiser Generations™ Study Access ($47/month). The first template arrives in your inbox within 24 hours, and a fresh template is delivered on the 1st of each month for as long as your subscription is active.
Most templates are delivered as Microsoft Office files (Word, Excel) with editable Google Docs / Sheets versions of every file. A few visual templates (retrospective boards, story maps) include PDF and Miro-ready formats.
Yes. Subscribers receive a personal-use commercial license — use the templates on any project at your job, with your clients, or in your own consulting practice. You may not resell or redistribute the templates as standalone products.
You keep every template that was delivered to your inbox while you were a subscriber — they’re yours forever. You’ll just stop receiving the new monthly drops once your subscription lapses.
No — Study Access also includes the self-paced PMP®/CAPM® study library, practice question bank, monthly live Q&A office hours, and the private study community. The templates are a member bonus on top of all of that.
Yes! Subscribers can vote on which template Crystal builds next via the monthly office hours. Your input directly shapes the template roadmap.
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