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Tools and templates

Introduction

The best way to understand is a few good examples.
Issac Newton

Example templates

This toolkit contains a selection of tools and templates intended as a starting point and to be used, adapted, copied or recreated to suit your purpose.

Example 1 - Financial plan (XLSX, 14.07 KB)
Format: Excel.

Example 2 - Letter of support (DOC, 36 KB)
Format: Word.

Example 3 - Monitoring and evaluation plan (DOCX, 18.59 KB)
Format: Word (Evaluation framework and ROI).

Example 4Organisational chart with suggested roles and responsibilities (DOCX, 32.71 KB)
Format: Word.

Example 5 - PESTLE analysis
Format: Excel (XLSX, 10.36 KB) and Word (DOCX, 18.95 KB).

Example 6 - Project plan (XLSX, 13.26 KB)
Format: Excel
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In addition, Excel has several templates for simple project plans. To access them open MS Excel, click on the ‘New’ tab and type ‘project in the search bar. Choose from:

  • Agile Gantt chart;
  • Gantt Project Planner;
  • Simple Gantt Chart;
  • Milestone and Task project timeline.

Example 7 - Risk register (DOC, 53.5 KB)
Format: Word

Example 8 - Social value statement (DOCX, 82.52 KB)
Format: Word. 

Example 9 - Stakeholder mapping, list (XLSX, 11.34 KB) and visual (PDF, 3.5 MB)
Format: PDFs and Excel.

Example 10 - Strategic fit, example strategy (PDF, 696.96 KB) and grid (PDF, 182.28 KB)
Format: PDFs.

Example 11 - Sustainability statement (PDF, 185.52 KB)
Format: PDFs.

Example 12 - SWOT analysis (PDF, 142.51 KB)
Format: PDF.