Templates for Excel
Use these Excel templates to save time, improve quality, and increase sales. Download the bestselling Excel charts, forms, checklists, and reporting templates for your school, home or small business. Make sure to get the newsletter so you get the free templates delivered to your inbox every week.
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.
Excel Templates |
Screenshots + Download Links |
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. |
![]() 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. |
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Action item Log
Use this template to create a plan of action with free templates for Excel and Word. Find excel templates for business, school, home office and more. |
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Audience Analysis
If your Marketing Plan needs an Audience Analysis template, then use this MS Excel spreadsheet with 130 entries to get started. |
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Bill of Materials
Download 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. |
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Business Continuity
Download this Business Continuity Plan Template (48-page Word + 12 Excel spreadsheets), and get the free Business Impact Analysis, and Damage Assessment Report templates to recover quickly and effectively from an unforeseen disaster or emergency. |
![]() Disaster Recovery Matrix spreadsheet Hardware inventory excel spreadsheet with Count of Results chart Hardware Inventory spreadsheet Inspection Report spreadsheets System Profiles spreadsheet with Critical column for sorting low, medium and high runs Risk Assessment spreadsheet with Low, Medium, High categories |
Business Plan
The Business Plan Excel template pack includes spreadsheets for 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 with pie chart Competitive Analysis spreadsheet Breakeven Analysis spreadsheet Profit and Loss Projections 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. Use this process map template to capture and visualize business process requirements. Specify process steps and connections in a structured format. |
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Business Requirements
Use this Business Requirements Specification template to capture the current and future needs of your business. Download this business requirements document template, also called a BRD, to document requirements for a business or IT project. |
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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. |
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Change Request form
Download this Excel spreadsheet with conditional formatting rules applied. |
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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. |
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Change Management Tracking Log | |
Communication Plan
Download these MS Word and Excel Communication Plan templates to increase, enhance, and improve communications among project stakeholders. |
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Capital Funding spreadsheet | ![]() |
Concept Proposal
Use these Concept Proposal templates to create the first documents in the Software Development Life Cycle. |
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Cost Benefit Analysis template
Analyze, evaluate, and cost potential solutions to meet your organization’s needs. |
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Cost Benefit Analysis spreadsheet | |
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. |
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Disaster Recovery
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Hardware Inventory | ![]() |
Inspection Report spreadsheets | ![]() |
Recovery Tests | ![]() |
Desktop Inventory | ![]() |
Disaster Recovery Plan |
System Profiles spreadsheet with Critical column for sorting low, medium and high runs Risk Assessment spreadsheet with Low, Medium, High categories |
Documentation Plan | |
Expression of Interest | ![]() Expression of Interest Evaluation spreadsheet |
Functional Requirements |
Functional Requirements Excel spreadsheet Non-Functional Requirements Excel spreadsheet |
Grant Proposal | ![]() |
Maintenance Plan
You can use this Maintenance Plan template to provide Tech Support personnel with the information necessary to maintain IT systems effectively. |
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Market Research
This Market Research Template pack includes 19 templates (5 Word + 14 Excel). You can use these templates, forms, checklists, and questionnaires to gather, record, and analyze data so you have the information you need to drive your Business Plan and Marketing strategies forward. This template pack includes 14 Free Excel Templates: including
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Screenshots of the Excel market research templates.
Market Planning Checklist with conditional formatting Competitor Assessment spreadsheets with different charts |
Marketing Plan template
The template pack includes the following documents:
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Marketing Plan: 10 Free Excel Templates |
Performance Indicators | |
Operations Guide | |
Policy Manual | Excel spreadsheets for Document Control and managing the Policy team. |
Project Plan excel templates
Use this Project Plan template pack (37 page MS Word & 10 MS Excel) to develop your Work Breakdown Structure, Action Item Log, Deliverables List, Gantt Chart, Issue Log, Project Costs, Project Plan (Excel), Project Requirements Checklist, Risk Log, and Roles and Responsibilities matrix. Use this Project Plan template to guide both project execution and project control, document planning assumptions and decisions, facilitate communication among project stakeholders, and document approved scope, cost, and schedule baselines.
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10 Free Project Plan Excel Templates
Work Breakdown Structure (168 rows) |
Proposal Manager Templates | ![]() |
Proposal Template
Download these Proposal Templates (10 MS Word designs + 2 Excel files) to create business proposals that will sell your products and services. |
2 Free Proposal Excel Templates |
Quality Assurance Plan
This template pack includes a 39-page Quality Assurance Plan Template in MS Word, an Audit checklist and Schedule Forms, and 7 Excel spreadsheets. You can use this template to write your first QA plan. It includes helpful explanatory text that walks you through the process of setting up your first QA project. You can change everything in the document – text, images, and tables. There are no special plug-ins, macros, or installation files. Just download the templates and get started. |
You also get seven spreadsheets to help track, plan, and monitor the progress of different QA tasks.
Here are some examples of the excel spreadsheets that you get. Note that the first tab is the Table of Contents. If you click on the links on it, it opens each of the spreadsheets. You can also click back to the Table of Contents page as well. This helps you track the QA documentation required for the project. and here you can further break the tasks out by phase This identifies the different QA testing tasks and who they’ve been assigned to. We also show you how to apply conditionally formatting to your spreadsheets, including adding status icons. |
Request for Proposal
Use these MS Word and Excel Request for Proposal (RFP) templates to send invitations to suppliers to submit business proposal for a specific product or service. The template pack includes a 56-page MS template for sending out an RFP with sample text and instructions. You also get two Excel files: one for organizing RFP Clarifications and the other for Vendor Assessments. The Excel spreadsheets come with sample pie, bar, and bubble charts to visual the assessments. |
RFP Vendor Assessment Excel Templates
Use the following spreadsheets to assess the responses to your RFP. Table of Contents in the Vendor Assessment template Pie charts of vendor assessments Red, yellow, red arrows applied to Excel spreadsheet to illustrate vendor scores
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Risk Management Plan | 5 Free Excel Risk Management Plan Templates |
Scope of Work
This template pack also includes two free MS Excel spreadsheets to help control the project. These are a very detailed Work Breakdown Structure (with sample data) and the Risk Log. |
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Security Plan excel templates
Use this Security Plan template to describe the system’s security requirements, controls, and roles/responsibilities of authorized individuals. This 25 page Word template and 7 Excel templates including a Threats Matrix, Risk Assessment Controls, Identification and Authentication Controls, Controls Status, Access Control Lists, Contingency Planning Controls, and an Application Inventory Form. |
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Service Level Agreement (SLA)
You can use this Service Level Agreement template including 2 pre-formatted templates in MS Word for your next project. Each template has 26 pages of sample material including sections on Scope of maintenance, Financials, Reporting, Terms and Conditions, Service Level Agreement, Expected Growth and Change, and Costs. You also get 3 free Excel spreadsheets for managing the List of Items covered in the SLA, Budget, and a Contract Directory for keeping track of your Service Providers. |
Service Level Agreement Pricing (SLA) |
Responsibility Matrix | |
Software Development Templates
Download 60 Software Development Templates, Forms, and Checklists (MS Word, Excel, Visio) for technical writers, software developers, and software testers who need to write guides, plans, tutorials, and other forms of technical documentation. Save time and money by downloading these 60 SDLC templates today. Our bestselling product includes including 192 MS Word, 95 MS Excel, and 5 MS Visio templates. Ideal way to help software developers, software testers, and technical writers prepare professional looking technical documentation during the software development lifecycle. Each template includes sample guidelines, tips, and direction on how to write each document. Learn More About Software Development Templates – Excel + Word |
Performance Measures excel template [Learn more about the System Boundary Document template] Use the Responsibility Assignment Matrix to define the roles, authority, responsibility, skills, and capacity requirements for all project tasks needed to complete the project. The agency and contractor responsibilities are addressed in the RAM. Learn more about the RAM template Learn more about the Acquisition Plan template Learn More About Software Development Templates – Excel + Word Change Request Form Learn more about the Change Management Plan template Functional Requirements excel template Learn More About Software Development Templates – Excel + Word |
Software Testing | ![]() |
Standard Operating Procedures (SOP)
Use these Standard Operating Procedure (SOPs) templates to plan, structure, write, and maintain your procedure documents. We designed these templates so they are flexible enough to work across business, technical, academic, and other industries. As experienced procedure writers, we’ve used these templates on consultancy projects in the USA, UK, and China for some of the largest IT firms and government agencies. |
These 3 Excel files will help you manage document control, clarifications that arise during the analysis phase and monitoring roles and responsibilities. |
Statement of Work templates
Use this Statement of Work template (SOW) to describe the deliverables or services required to fulfill a contract, such as:
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Free Statement of Work Excel Templates |
System Administration Guide
You can use this System Administrator Guide template to deploy, support, and maintain applications in your organization. Use this template to:
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9 Free System Administration Guide Excel Templates |
System Boundary | Free System Boundary Document Excel Template which you can use for Performance Measures. |
Training Plan Download these Training Plan templates to outline the steps required to design, develop and deliver a training program.The templates, checklists and forms will help you prepare the objectives, needs, strategy, and curriculum to be addressed when training users on a new or enhanced IT system.This Training Plan Template kit includes a 20 page MS Word template, 14 MS Word/Excel forms, as well as checklists, questionnaires, and spreadsheets to help you capture the scope, requirements, evaluation, delivery method, strategy, dependencies, constraints, limitations, schedule, resources, and training materials. |
Training Plan Template: Sample Excel Documents Training Plan Template: table of contents excel spreadsheet
Training Program Template Excel |
Transition Plan
Identify transition planning strategies. Schedule the transition from rollout to full operational status. Outline tasks required to transition products. |
3 Free transition plan excel spreadsheets Transition plan project costs excel spreadsheet |