A plan made for what you are changing, not a blank template
Pick a process, a customer journey, a strategy play, a risk, a regulation, a KPI or an excellence award from the MTWAFIQ library, or several of them, and get the plan to execute it: every task with an owner and dates, stage gates, RACI, RAID, measures with their baseline and target, and benefits. Quick (results in weeks) or full (by the book). Download it for Excel or Microsoft Project, or run it in your workspace.
From the reference library to a plan you can run
The plan is built from the item itself: the steps, the bottleneck, the risks and controls, the regulations, the customer pain points, the APIs and the KPIs. Several items become one programme, in the right order: the back office is reengineered before the journey is built.
- 1,940items you can plan
- 8kinds: processes, journeys, plays, risks, regulations, KPIs, awards
- ⚡ / 📘quick (weeks, no IT) or full (by the book)
- ⬇Excel, Microsoft Project, a one-page PDF, your workspace
One page and one sheet, in under an hour
Enough for most projects inside a department. Pick the way that fits the work.
The result is clear and the steps are known: a policy change, a system upgrade, a branch move.
You will learn as you go: a new digital journey, a product, a service redesign.
You start from a problem, not a solution: delays, errors, complaints, cost.
- WordProblem to outcome on a page (A3)
- Then deliver the changes with the team board.
Not sure? If the result is clear and changes are costly, plan first. If users will shape it as you go, build in short cycles. Most bank projects mix both.
By the book, when the project needs it
For large, cross-department or regulated projects, where the sponsor, audit or the PMO expect the complete method.
PMI: plan, then deliver
Seven Word templates and fifteen registers in one workbook, by the five PMI process groups: risk scores, the RACI check, the budget with contingency, earned value and a weekly Gantt calculate by themselves.
Where each template fits in the ten PMI knowledge areas
| Knowledge area | Templates |
|---|---|
| Integration | Business case, Project charter, Project management plan, Change request, Project closure report, Issues, Decisions, Changes, Lessons learned |
| Scope | Project scope statement, Requirements RTM, WBS |
| Schedule | Schedule |
| Cost | Budget, Earned value |
| Quality | Quality |
| Resources | RACI |
| Communications | Status report, Communications |
| Risk | Risks |
| Procurement | Procurement |
| Stakeholders | Stakeholders |
Agile: build in short cycles
Four Word templates and nine sheets, from the vision to the retrospective: backlog, team capacity, sprint board, burndown, velocity and the release forecast. Not sure it should be agile? The Approach fit sheet tells you in two minutes.
From a problem to a measured result
Process reengineering and project delivery in one chain. The same IDs travel from the problem to the backlog to the number on the dashboard, so every output serves an outcome.
- 1Define the problem
Put a number on what is wrong, and a target.
Gate: The process owner agrees the problem and the number.
- 2Find the root cause
Ask why until you reach something you can fix.
Gate: Each root cause is checked with data, not opinion.
- 3Choose the solution
Pick what removes the cause, and design the To-Be steps.
Gate: The sponsor approves the solutions and the outcome targets.
- 4Deliver it as a project
Turn each solution into epics or work packages, then deliver in sprints or by plan.
Gate: Every epic or work package names the solution and the outcome it serves.
- 5Measure the outcome
Outputs are handed over; check that the number moved.
Gate: The measure reached the target, or the gap has an action.
- 6Keep the gain
The process owner checks the new way of working so it does not slip back.
Gate: The process owner runs the control plan, and the project closes.
With your team in the CoE: map the As-Is and the To-Be · run it as a Transformation Program
Every template, free
Blue cells are yours to fill in; grey cells calculate by themselves. Each file has an English and an Arabic version.
Quick start
- WordProject on a page العربية
- ExcelQuick project tracker العربية
- WordSprint on a page العربية
- ExcelQuick team board العربية
- WordProblem to outcome on a page (A3) العربية
Full method: PMI
- ExcelThe registers: 15 sheets with live formulas العربية
- WordBusiness case العربية
- WordProject charter العربية
- WordProject management plan العربية
- WordProject scope statement العربية
- WordChange request العربية
- WordStatus report العربية
- WordProject closure report العربية
Full method: Agile
- ExcelThe Agile toolkit: 9 sheets, with the Approach fit العربية
- WordAgile charter and roadmap العربية
- WordUser stories, Ready and Done العربية
- WordSprint plan and review العربية
- WordSprint retrospective العربية
Problem to outcome
- ExcelThe linked workbook: 10 sheets, gates and traceability العربية
- WordProblem and root cause العربية
- WordSolution and outcome map العربية
- WordOutcome review and control plan العربية
MTWAFIQ's own templates, organised by the PMI process groups and knowledge areas, and by PMI guidance on agile and hybrid projects. PMI, PMBOK, PMP and PMI-ACP are marks of the Project Management Institute, Inc., which does not endorse these templates.