17 tools for working program managers

The PM templates you'd build yourself,
if you had the weekend

Seventeen Excel tools and cheat sheets covering the recurring program work: status reports, QBRs, risk registers, charters, pre-mortems, retros, OKRs, the first 90 days, and more. Built by a working Director of Program Management.

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Instant download. Use in Excel or Google Sheets.

Refined across enterprise programs in

Free download

Try the Status Report Cheat Sheet, free

One-page reference. The exact format I use to brief leadership in under five minutes. See how the toolkit reads before you commit.

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The recurring overhead

Most PM weeks have the same admin tax. These tools pull it down to something closer to thirty minutes.

Status reports eat the morning

The job is managing the program. Reformatting cells until the update is exec-readable is what eats the morning.

Risk registers go stale

Most registers get filled out at kickoff, then ignored. Risks become issues, then surprises in the steering committee.

QBRs heavy on history

Most program reviews spend the bulk of the time on what happened. The decisions you needed get five rushed minutes at the end.

The Complete Toolkit

What's in the toolkit

Every template ships as an Excel file plus a one-page cheat sheet. Buy individual tools, or get all seventeen as a bundle for $99 (saves $434).

Recently added Dependency Tracker · Change Log Tool · First 90 Days Kit All bundle buyers get future additions free.
Pricing tiers: $19 commodity $29 core $39 high-stakes $49 premium $99 bundle (all 17) $129 Library (bundle + book)

Eight templates available individually

Excel files with cheat sheets. All eight are also included in the $99 bundle.

PM Status Report Generator preview
Most Popular

PM Status Report Generator

Executive-ready status reports in minutes. RAG status, milestone tracking, risk callouts, in a format leadership can read on a phone between meetings.

$29 View Tool ›
RAID Log template preview
Weekly Ops

RAID Log

Risks, Assumptions, Issues, Dependencies. One sheet, one weekly cadence, named owners on every line. The single tab I keep open all week.

$29 View Tool ›
Risk Register preview
Risk Management

Risk Register

Probability/impact scoring, mitigation owners, and review dates. Built so the register survives past kickoff and gets opened every week.

$29 View Tool ›
QBR / Program Review preview
Governance

QBR / Program Review Pack

A program review that opens with the decisions you need from the room, then uses history to support them. Cuts the average review by twenty minutes.

$29 View Tool ›
Program Charter template preview
High-Stakes

Program Charter

The one-page kickoff document that gets signed by leadership. Scope, stakeholders, success metrics, constraints, and the decisions you'll need to make later.

$39 View Tool ›
Prioritization Matrix preview
Planning

Prioritization Matrix

Rank initiatives by impact and effort with a scoring rubric that holds up when someone asks why their project didn't make the cut.

$29 View Tool ›
Roadmap Tracker preview
Planning

Roadmap Tracker

A quarter view you can update in a few minutes. RAG per workstream, dependency callouts, room for the slips and re-bases that real programs go through.

$29 View Tool ›
Stakeholder Communication Plan preview
Governance

Stakeholder Communication Plan

Power/interest grid plus a cadence schedule. The unglamorous work that catches surprises before they reach the steering committee.

$19 View Tool ›

Alternative formats, sold separately

Interactive web apps and a Notion-native bundle. Different formats of tools that are also in the Excel bundle. Sold standalone, not included in the $99 bundle.

RAID Log Interactive app preview
Interactive App

RAID Log, Interactive

Browser-based RAID with one-click scoring and live filtering. Runs in any modern browser. No Excel, no install, no account.

$49 View Tool ›
Prioritization Matrix Interactive preview
Interactive App

Prioritization Matrix, Interactive

Drag-to-quadrant workshop tool. Built for live planning sessions where the team scores items together on screen and walks out aligned.

$49 View Tool ›
Roadmap Tracker Interactive preview
Interactive App

Roadmap Tracker, Interactive

A visual quarter view with drag-to-update timing. Edits happen on screen during the meeting, not afterward in a follow-up Slack.

$49 View Tool ›
Notion Templates Bundle preview
Notion-Native

Notion Templates Bundle (8 Tools)

All eight core PM tools rebuilt Notion-native with linked databases and views. One workspace import, wired so the dashboard updates when you update a project.

$49 View Bundle ›

High-stakes & career-moment templates

Premium individual templates for kickoff, closeout, and new-leader transitions. Sold standalone or in the $99 bundle.

Pre-Mortem Tool preview
High-Stakes

Pre-Mortem Tool

Surface the risks a standard register misses: people, org, and political ones. Run before kickoff so the team isn't writing them up in a post-mortem six months later.

$39
Post-Mortem / Retrospective preview
High-Stakes

Post-Mortem / Retrospective

A structured retrospective that ends with two or three concrete process changes. Includes the "what are we changing?" section most templates leave out.

$39
First 90 Days Kit preview
Career Moment

First 90 Days Kit

For new PM leaders inheriting a team or program. Stakeholder map, listening-tour template, 30-60-90 plan, early-wins list, inherited-risk register.

$49
Executive One-Pager preview
Career Moment

Executive One-Pager Generator

The 60-second handoff a new exec actually wants. Strategic outcome, current RAG, top milestones, the ask. Four layout variants for different audiences.

$39

Bundle-only: five more tools

These five ship only as part of the full 17-tool bundle. Individual list price totals $135.

Decision Log preview
Weekly Ops

Decision Log

Every major decision logged with options considered, rationale, and the decider. Useful when an exec wants to revisit a call three months later.

$29
Change Log Tool preview
Weekly Ops

Change Log Tool

Every scope change logged with requester, rationale, impact, and decision. Catches the small additions that compound into a missed deadline.

$29
OKR Tracker preview
Governance

OKR Tracker

Objectives, key results, scoring, quarterly reflection. Includes a confidence column so you can see when a team is over-promising before the quarter closes.

$29
Dependency Tracker preview
Planning

Dependency Tracker

Map cross-team dependencies with source, target, due date, criticality, and the upstream-downstream chain. Catches the second-order ones a single team can't see on its own.

$29
RACI Matrix preview
Governance

RACI Matrix

Responsible, Accountable, Consulted, Informed. Built to drive the ownership conversation in the room, then live in the program docs.

$19
17 base tools in the bundle · à la carte $533 · Bundle $99 · Save $434

Mini-bundles · bundle 2-4 tools by moment

Smaller bundles for specific moments (kickoff, governance setup, planning season, retros). Each saves more than à la carte but less than the full $99 toolkit.

Governance Pack thumbnail
Mini-Bundle

Governance Pack

4 tools: Program Charter + RAID Log + Risk Register + Decision Log. The artifacts a steering committee needs.

$59 · save $67
New Leader Starter Pack thumbnail
Mini-Bundle

New Leader Starter Pack

3 tools: First 90 Days Kit + RACI Matrix + Executive Status Report. For PMs walking into a new role.

$49 · save $48
Outcome & Planning Pack thumbnail
Mini-Bundle

Outcome & Planning Pack

3 tools: OKR Tracker + Prioritization Matrix + Roadmap Tracker. The annual or quarterly planning trio.

$59 · save $28
Pre/Post-Mortem Pair thumbnail
Mini-Bundle

Pre/Post-Mortem Pair

2 tools: Pre-Mortem at kickoff, Post-Mortem at closeout. The learning loop most PMs skip.

$49 · save $29

Which is right for me?

Four ways in. Pick the one that matches how you'd actually use this.

1

I just need one tool

Pick the single template that solves this week's problem. Status report, RAID, charter, retro.

From $19
2

I want the full toolkit

All seventeen Excel tools and cheat sheets. Save $434 vs. à la carte. Most popular.

$99 bundle
3

Toolkit plus the playbook

The full toolkit plus The Director's Playbook, 13 chapters on the discipline behind the templates.

$129 Library
4

I use Notion, not Excel

All eight core tools rebuilt Notion-native. One workspace import, linked databases.

$49 Notion bundle
Premium · Includes the playbook
★★★★★ The Director's Playbook: 5/5 on Gumroad. See the review.

The Director's Library

The full toolkit plus The Director's Playbook. The reasoning behind the discipline, paired with the templates to run it.

  • The Director's Playbook, 13 chapters, ~26,500 words
  • All seventeen templates (the full toolkit)
  • Bonus: index that maps every chapter to its matching template
Toolkit alone: $99
+$30
Add the playbook to the bundle. Total $129.
Get the Director's Library

The complete seventeen-tool bundle

Every tool, every cheat sheet. One purchase, instant download, no subscription.

  • PM Status Report Generator
  • QBR / Program Review Pack
  • Risk Register Tool
  • RAID Log
  • Stakeholder Communication Plan
  • Program Charter
  • Prioritization Matrix
  • Roadmap Tracker
  • Pre-Mortem Tool
  • Post-Mortem / Retrospective Tool
  • First 90 Days Kit (premium)
  • RACI Matrix
  • Decision Log
  • OKR Tracker
  • Dependency Tracker
  • Change Log Tool
$533 if purchased separately
$99
Save $434. One-time purchase. No subscription.
Buy the Bundle
What buyers are saying
Cheat sheet first, then I bought the toolkit the same morning. I used the tools for my first weekly report and it helped me validate the right level of communication and information for Senior Leadership, and saved me generous time. It reads like it was written by someone who actually runs programs, not a content team.
Kristin Stoddard Business Program Manager · Verified Gumroad buyer · ★★★★★
Every chapter ends with a move I could use Monday.
Scott Miller Verified buyer, The Director's Playbook · ★★★★★
Who Built This
DPM

DirectorPM

Director of Program Management

Twenty-plus years leading enterprise programs across aerospace, retail, and tech. PMP certified. Most of that time has been spent on programs that were off-track when I joined: building cadence, getting the right people in the right meetings, and shipping the thing.

These are the tools I built for myself over the years. The ones I wish someone had handed me when I was a senior PM trying to operate like a director.

Common questions

What format are the templates in?
All templates are Excel (.xlsx) files that also work in Google Sheets. The cheat sheets are PDFs you can print or keep open on a second monitor.
Can I customize these for my company?
Yes. Change headers, add your logo, modify sections to match your org's reporting cadence. The files are unlocked.
Do I need any special software?
Just Excel or Google Sheets. No macros, no plugins, no dependencies. Open the file and start using it.
What if I only need one of the tools?
Individual tools start at $19 (RACI Matrix, Stakeholder Communication Plan) and go to $49 (First 90 Days Kit). Most core tools are $29; higher-stakes tools (Program Charter, Pre-Mortem, Post-Mortem) are $39. The full bundle is $99 for all seventeen tools plus every future addition, roughly 80% off the $533 à la carte total.
Is there a refund policy?
If the tools don't work for you, reach out within 30 days and I'll make it right. No questions asked.
Will you add more tools?
The toolkit has grown to seventeen tools. Recent additions cover pre-mortems, retrospectives, RACI, decision logs, OKRs, dependency tracking, change control, and a first-90-days kit for new PM leaders. Bundle buyers get every future addition at no extra cost.

Seventeen tools. One bundle.
No subscription.

The PM toolkit you'd build yourself, if you had the weekend.

Get the Bundle, $99