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Tools & Templates

Roffensian Consulting has a library of templates and tools developed for office productivity software, however we do not market or sell these tools as stand alone products.

The reason for this is that they are necessarily generic in nature, and therefore are not optimised for your company.  Instead we use these tools and templates as the basis for building a customised solution for your particular environment.  All of our mandates include licensing of these customised templates for use throughout your company.  We are also happy to develop customised tools for you outside of any consulting mandate—please contact us for details.

Customised tools and templates can also be provided free of charge to qualifying companies and organisations as part of our special small and rural business service.  More details on this service are available here.

For companies that require only generic templates we are happy to provide our base templates free of charge.  A small number of examples are available on this page in PDF format - please contact us for details of our no cost licensing agreement and access to the templates in Microsoft Office formats.

Project Status Summary - this template provides a simple one page summary of project status for a project manager to report status to management.  Download the PDF here and contact us for the free PowerPoint / Excel version.

Program Status Summary - this template is a PMO level report that consolidates the above into a program or portfolio level report and adds some basic metrics.  The PDF version is here as an example, the free original is available in Excel.

Change Request Template and Log - a very simple change request template is here and an even simpler log for tracking those change requests is here.  These are the PDF versions, contact us for the no charge original versions in Word (change request) and Excel (log).

Project Charter Skeleton - a comprehensive template for a project charter.  You may want to use it as is, or take some elements to complement your current template.  The PDF is here, and the original is available in Word at no cost.