Templates for Excel

Looking for Excel business, software or testing templates? You can change the text, images and formatting of all templates.

Download, customize, and print MS Excel spreadsheets, checklists, forms, and templates. Royalty free MS Excel templates to use in your business, sales, marketing, software development, or testing projects.

Acquisition Plan Template

You can use this Acquisition Plan template (16 pages MS Word and 3 MS Excel spreadsheets) when managing software projects that involve acquiring software and bringing products and services in-house.

Example of 5 year acquisition plan with color coding and conditional formatting

Arrows indication changes in cash outlays, inflow, and cash flows

Action Plan

This Action Plan template pack includes a 14 page Word template and 7 Excel spreadsheets to organize your planning activities.

5 Year Action Plan

Action item Log

Action Item Log

Audience Analysis

The Audience Analysis Template includes a 30-page MS Word template and an MS Excel spreadsheet with 130 entries.

 

Audience Analysis Worksheet

Bill of Materials

You can use this Bill of Materials (BOM) template pack (MS Word & Excel) to list the parts for building a product, including software application, infrastructure equipment and physical buildings.

Bill of Materials – Component List

Bill of Materials- Quick Product List

Business Continuity

You can use this Business Continuity Plan Template (48-page Word + 12 Excel spreadsheets), free Business Impact Analysis, and Damage Assessment Report templates to recover quickly and effectively from an unforeseen disaster or emergency.

Recovery Point Objective excel spreadsheet

Disaster Recovery Matrix spreadsheet

Hardware inventory excel spreadsheet with Count of Results chart

Hardware Inventory spreadsheet

Inspection Report spreadsheets

Responsibility Matrix

Recovery Tests

Desktop Inventory

System Profiles spreadsheet with Critical column for sorting low, medium and high runs

Recovery Tasks spreadsheet

Risk Assessment spreadsheet with Low, Medium, High categories

Communication Schedule

Business Plan

Business Plan Excel spreadsheets include Balance Sheet, Break-even Analysis, Cash Flow, Competitive Analysis, General Demographic Profile, Personal Financial Statement, Profit and Loss Projections, and Sales Forecast.

Business Plan Costs spreadsheet

Business Plan Costs spreadsheet

Business Plan Costs spreadsheet

Costs spreadsheet

Costs chart

Costs

Balance Sheet

Competitive Analysis spreadsheet

Cash Flow spreadsheet

Breakeven Analysis spreadsheet

Market Research spreadsheet

Market Research spreadsheet

Profit and Loss Projections spreadsheet

Profit and Loss Projections spreadsheet

Sales Forecast spreadsheet

Business Process

Download these Business Process Design templates (MS Word, Excel + Visio) to capture the procedures that govern how your business works from technical and operational levels.

Schedule

Roles and Responsibilities template

Process List

Clarifications

Gap Analysis template

Document Control

Process flow template

Business Requirements

Use this Business Requirements Specification template to capture the current and future needs of your business.

Business Requirements specification

Business Rules

Download these Business Rules Templates (MS Word/Excel) to clarify the appropriate action (i.e. rule) that needs to be taken and remove any ambiguity regarding the correct course of action that must be followed.

Business Rules Template – Blank

Business Rules Template – Sample

Change Request form Excel spreadsheet with conditional formatting rules applied

Change Request form Excel spreadsheet with conditional formatting rules applied

Change Management Plan

Use this Change Management Plan template to address changes which may be encountered during the project lifecycle. Typical areas of change occur in the scope, schedule, budget, and resources.

Change Request form Excel spreadsheet with dynamic columns

Change Management Tracking Log

Change Management tracking log spreadsheet with charts 

Change Request Excel spreadsheet with charts

Communication Plan

Download these MS Word and Excel Communication Plan templates to increase, enhance, and improve communications among project stakeholders.

Communication Plan: Responsibility Matrix

Meetings Schedule

Feedback Form

Communication Schedule

Communication Matrix

Communication Plan Checklist

 

Capital Funding spreadsheet

Acquisition Plan Excel Template: Capital Funding

Concept Proposal

Use these Concept Proposal templates to create the first documents in the Software Development Life Cycle.

Performance Indicators excel spreadsheet

Responsibility Matrix Excel spreadsheet

Cost Benefit Analysis template 

Analyze, evaluate, and cost potential solutions to meet your organization’s needs.

5 Year Cost Benefit Analysis

Cost Benefit Analysis spreadsheet

Cost Benefit Analysis Template

Data Model template This Database Design Document template includes a free Data Model spreadsheet which you can modify for your next project. It comes with sample data to help you get started.

Data Model template in MS Excel

Disaster Recovery

Disaster Recovery Matrix spreadsheet

Hardware Inventory

Hardware inventory excel spreadsheet with Count of Results chart

Hardware Inventory spreadsheet

Inspection Report spreadsheets

Inspection Report spreadsheets

Recovery Tests

Recovery Tests

Desktop Inventory

Desktop Inventory   

Disaster Recovery Plan

System Profiles spreadsheet with Critical column for sorting low, medium and high runs

Recovery Tasks spreadsheet

Risk Assessment spreadsheet with Low, Medium, High categories

Disaster Recovery Plan: Communication Schedule

Documentation Plan

Work Breakdown Structure template

Expression of Interest
Expression of Interest Evaluation spreadsheet
Functional Requirements

 

Functional Requirements Excel spreadsheet

Non-Functional Requirements Excel spreadsheet

Reporting Requirements Excel spreadsheet

Functional Requirements Evaluation Form

Grant Proposal

Grant application – Project Costs

Implementation Plan
Installation Plan
Interface Control Document
Maintenance Plan
Market Research
Marketing Plan
Needs Statement
Performance Indicators

Performance Indicators

Operations Guide  

Performance Indicators

Policy Manual
Project Plan
Proposal Manager Templates
Proposal Template
Quality Assurance Plan
Release Notes
Request for Proposal
Risk Management Plan
Scope of Work
Security Plan
Service Level Agreement (SLA)
Setup Guide
Social Media Policy
Responsibility Matrix

Responsibility Matrix

Software Development Templates
Software Requirements Specification
Software Testing  
Standard Operating Procedures (SOP)
Statement of Work
System Administration Guide
System Boundary
System Design Document
System Specifications
Technical Writing Templates
Test Plan
Training Plan
Transition Plan
Troubleshooting Guide
Use Case
User Guide
Verification and Validation Plan
White Papers
Work Instructions