From Imposter to Project Manager — in One Click.
Stop feeling like a fraud every time someone says “project plan.” Inside the PM Briefcase, you’ll get 90+ real-world templates used by top PMs—so you can finally look, sound, and act like one too.
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$139
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Real-World Ready
Built from real-life projects and successes.
Easy to use
Perfect for both beginners and seasoned pros.
Pre-Built Formulas
See your data work like magic, without the hard work.
Value Packed
Discover why these templates are worth every penny.
10X Your Project Management Game
Handle projects easily with our comprehensive library of templates. Plan, track, and manage everything more effectively.
90+ ready-to-use Excel Templates
These templates are great for anyone in any kind of job or project. They help make tough tasks simpler and are handy for lots of different work situations.
Lifetime Access + Free Updates
You'll get lifetime access to each Excel template, plus free new updates, so you always have the latest tools. This helps you stay ahead without any extra cost.
Easy to edit and customize
Our spreadsheets are 100% customizable, so you can easily tweak colors, fonts, and add your own data. The dynamic formulas bring your data to life, making managing your projects simpler and more effective.
Zero subscriptions. Limited time offer.
"I finally feel like I deserve the title ‘Project Manager'. I used to panic when someone said ‘update the project plan. Now I open my PM Briefcase, grab the right template, and actually know what I’m doing"
“It made me look like I’ve been doing this for years. My manager literally asked where I got these templates...he said they look like something from our corporate PMO.”
“This gave me the confidence I was missing. I stopped feeling like a fraud in interviews. I actually walked through a RAID log and got hired two weeks later.”
“I didn’t need another course...I needed this. Once I started using the templates, everything finally clicked. I learned more in one weekend than from months of watching tutorials.”
"From confused to confident literally overnight. I downloaded the PM Briefcase before an interview, reviewed a few templates, and felt like I belonged in the room"
Perfect for any industry
✅ Bonus: Customizable for Your Projects
Every template is fully editable — so whether you’re launching a product, upgrading a system, or managing a rebrand, you’ll have everything you need to lead with confidence.
🔧 IT & Tech Projects
Master real-world PM tools used in digital transformations, software rollouts, and system migrations. From project charters to RAID logs — everything you need to manage complex technical projects confidently.
🏗️ Construction & Operations
Stay organized and ahead of deadlines. Use Gantt charts, trackers, and resource plans to control timelines, costs, and vendor deliverables like a pro.
💰 Finance & Corporate
Bring structure to every project — even in chaotic environments. Use risk matrices, stakeholder maps, and communication plans to deliver results executives notice.
🧬 Healthcare & Manufacturing
Handle regulated projects with precision and compliance. Templates built for documentation, validation, and change control — no guessing required.
🛍️ Retail & Marketing
Deliver launches that actually stay on schedule. Use ready-made trackers, rollout schedules, and approval matrices to coordinate cross-functional teams effortlessly.
Workflow & Process Visualization
Simplify how you show workflows and processes with these templates. They make it easy to lay out and explain your steps, helping your team understand and follow the plan better.
Planning & Design
Get your project planning on track with our essential Excel templates. From business planning with the Business Model Canvas to task organization with the Kanban Board and everything in between like the Lean Canvas and Project Charters. They're simple, efficient, and ready to use.
Team & Stakeholder Coordination
Enhance team collaboration with our Excel templates: map out roles with the RACI Matrix, visualize hierarchies with the Organization Chart, assess stakeholders with tailored matrices, and review project progress with Retrospectives. Quick, clear, and efficient for all your coordination needs.
Quality Assurance
Ensure perfection in every step. Secure quality, detect flaws, and optimize processes effortlessly. Elevate your standards and deliver excellence with ease.
Decision Frameworks
Structured guide to elevate your decision-making. Streamline choices, weigh options, and craft your path forward effortlessly. Navigate complexities and make confident, strategic decisions with ease and clarity.
Brainstorming & Creativity
Playground for unleashed ideas. Explore possibilities, foster innovation, and spark creativity effortlessly. Empower your team to ideate freely and bring fresh concepts to life with ease.
Analysis Tools
Tap into the potential of Analysis Tools! Simplify complex data, uncover patterns, and make informed decisions effortlessly. Gain clarity, spot trends, and unlock valuable insights to drive your goals forward.
Financial Management
Easily track expenses, create budgets, and visualize your financial health effortlessly. Simplify complex financial tasks, gain clarity on spending, and manage your money with confidence. This tool's is your key to smarter financial decisions and a clearer path to achieving your goals.
More
Make smart decisions with our Excel templates. Use the Multi-criteria Decision Chart to compare different choices easily. Check products against each other with our Product Comparison Template. See how you stack up to the competition with the Benchmarking Template. Simple, quick, and clear — these tools are designed for hassle-free analysis.
Templates Library
Swimlane Flowchart
Use this to clearly assign roles and streamline teamwork, making your workflow easier to manage and understand.
Customer Journey Map
Create a visual map of your customer's experience, identifying key touchpoints for improvement and better engagement.
Schedule Network Diagram
This tool helps you plan and visualize task sequences in your project, ensuring efficient scheduling and prioritization.
BPMN
like a universal language for visualizing workflows. It uses standardized symbols to illustrate complex processes, making them easier to understand. It's your tool for mapping out processes, enhancing communication, and streamlining operations.
Kanban board
Dividing tasks into columns to represent stages of work. It simplifies task tracking, enabling teams to see progress at a glance and manage work seamlessly. It's your tool for streamlined task management and fostering teamwork.
Burndown chart
Project's health tracker, illustrating work progress over time. It simplifies tracking by showing work completed against the projected rate, helping teams visualize their pace. It's your tool for monitoring progress and ensuring goals are on track to be met.
Planning & Design
Business Model Canvas
Visualize your business strategy. Simplify planning, analyze ideas, and innovate effortlessly. Streamline your business vision and pave the way for success with clarity.
Lean Canvas
Streamlined tool for launching your business idea. Simplify planning, outline strategies, and innovate effortlessly. It's your guide to refining ideas and driving business success.
Project Charter
Blueprint for project success. Simplify planning, define goals, and outline strategies effortlessly. It's your guide to launching projects with clarity and purpose.
Agile Team Charter
Get your agile team organized and on track with this easy-to-use template. It helps you set clear roles, goals, and rules, making teamwork smoother and more focused.
Work Breakdown Structure
It breaks big projects into smaller tasks so you can handle them easily. It's your guide to organizing work, tracking progress, and getting things done step by step.
Work Breakdown Structure Dictionary
Explains every task in your project. It's like a handy guide, giving details about each job, making it easier to manage and track progress smoothly.
Team & Stakeholder Coordination
RACI or Resource Assignment Matrix
Essential tool for clarifying responsibilities. Simplify assignments, define roles, and streamline communication effortlessly. It's your guide to efficient project management and clear accountability
Organization chart
Simplify team structure visualization, depict roles, and enhance clarity effortlessly. It's your tool for organized and efficient team management.
Stakeholder Assessment Matrix
Strategic tool for stakeholder analysis. Simplify evaluations, prioritize engagement, and plan strategies effortlessly. It's your guide to effective stakeholder management and project success.
Impact Over Influence Chart
Insightful tool for decision-making. Simplify assessments, weigh impact versus influence, and make informed choices effortlessly. It's your guide to prioritizing actions and driving effective outcomes.
Retrospectives
Invaluable tool for continuous improvement. Simplify team reflection, pinpoint successes, and identify growth areas effortlessly. It's your guide to fostering team learning and driving progress seamlessly.
Salience model
Strategic tool for stakeholder analysis. Simplify assessments, prioritize stakeholders, and plan strategies effortlessly. It's your guide to navigating stakeholder landscapes and achieving alignment seamlessly.
Quality Assurance
DMAIC One-Pager
Insightful snapshot for process improvement. Simplify your strategy, visualize steps, and drive efficiency effortlessly. It's your key to streamlining processes and achieving excellence seamlessly.
Plan Do Check Act One-Pager
Concise tool for continuous improvement. Simplify cycles, analyze processes, and drive progress effortlessly. It's your guide to enhancing workflows and achieving excellence.
Control Chart
Your visual aid for precision and consistency. Simplify data analysis, track trends, and maintain quality effortlessly. Streamline your processes and ensure top-notch performance with ease.
Check Sheets
Your go-to tool for simplified data collection and precision tracking. With this template, you'll effortlessly organize information, maintain accuracy, and ace your project tasks.
Pareto Chart
Visual tool for prioritizing efforts. Simplify analysis, identify crucial issues, and focus on impactful areas effortlessly. It's your guide to maximizing efficiency and addressing key concerns.
Ishikawa Diagram
Simplify problem analysis, uncover root causes, and find solutions effortlessly. It's your visual tool for dissecting issues and driving effective solutions seamlessly.
Decision Frameworks
Decision Tree Analysis
Intuitive guide for complex decisions. Simplify options, visualize outcomes, and make informed choices effortlessly. It's your tool for navigating complex decisions with ease and confidence.
SWOT Analysis
Strategic tool for understanding your situation. Simplify assessments, identify strengths, weaknesses, opportunities, and threats effortlessly. It's your guide to informed decision-making and strategic planning.
PESTEL Analysis
Strategic tool for understanding business environments. Simplify assessments, analyze factors, and plan strategically effortlessly. It's your guide to informed decisions and navigating market landscapes.
Kano Analysis
Customer satisfaction tool for product features. Simplify evaluations, categorize requirements, and prioritize enhancements effortlessly. It's your guide to understanding customer needs and delivering impactful products.
MoSCoW
Prioritization tool for project requirements. Simplify decisions, prioritize tasks, and streamline project planning effortlessly. It's your guide to defining project essentials and maximizing efficiency.
Compounding Calculator
It's your handy tool for visualizing financial growth. With this simple tool, plan and track your savings effortlessly. Calculate, visualize, and watch your investments grow without any hassle.
Brainstorming & Creativity
Six Thinking Hats
Method for structured thinking. Simplify discussions, explore ideas, and drive decision-making effortlessly. It's your guide to fostering creativity and enhancing collaborative thinking.
Nominal Group Technique
Streamline team brainstorming, foster collaboration, and make collective decisions effortlessly. It's your tool for harnessing group creativity and driving innovative solutions.
Affinity Diagram
Use this template to quickly organize lots of ideas or data. It helps you make sense of everything and share it clearly in your meetings.
Mind Mapping
Creative tool for visual thinking. Simplify brainstorming, organize ideas, and enhance presentations effortlessly. It's your guide to unlocking creativity and engaging presentations.
Six Thinking Hats
Simplify structured thinking, explore ideas, and drive decisions effortlessly. It's your tool for fostering creativity and enhancing collaborative thinking seamlessly.
Nominal Group Technique
Collaborative tool for team brainstorming. Simplify idea generation, foster collaboration, and make collective decisions effortlessly. It's your guide to harnessing collective intelligence and driving innovative solutions
Analysis Tools
Value Stream Mapping
It visualizes your entire process, showing where you can improve and how to boost efficiency. It's your key to finding and fixing problems, making your business run smoother and better.
Flow charts
Visually guide for smooth processes. Simplify workflows, visualize steps, and enhance efficiency effortlessly. It's your key to streamlined processes and clear, organized workflows.
Context Diagram
Visual map for your project's big picture. Simplify complex ideas, map connections, and streamline project understanding effortlessly. It's your guide to clarity and cohesion in project planning.
SIPOC
Streamlined tool for process mapping. Simplify understanding, identify key components, and drive efficiency effortlessly. It's your guide to clear process visualization and optimized workflows.
Cost Benefit Analysis
Your tool for smarter decisions. Simplify comparisons, weigh options, and plan strategically effortlessly. It's your key to maximizing value and making informed choices seamlessly.
Benchmarking
Strategic tool for performance improvement. Simplify comparisons, identify best practices, and drive excellence effortlessly. It's your guide to setting industry standards and achieving operational efficiency.
Others Tools
Weekly Schedule
Efficient tool for organizing your week. Plan tasks, manage time, and stay on top of your priorities effortlessly. Streamline your week and boost productivity with ease.
Daily Task Manager
Essential tool for your daily goals. Plan tasks, manage time, and stay focused without hassle. Streamline your day and maximize productivity effortlessly.
Project Timeline
Map out every step, meet deadlines, and stay on top effortlessly. It's your guide to steering your project smoothly towards success.
Annual Budget
Manage your yearly budget with ease using this template. It's designed to help you track and visualize your finances all year, making budgeting simpler and more effective.
Risk Management
Essential tool for safeguarding success. Simplify assessments, mitigate risks, and ensure resilience effortlessly. It's your guide to proactive planning and securing projects seamlessly.
SWOT Analysis Radar
Visual tool to assess strengths, weaknesses, opportunities, and threats. Simplify evaluations, gain clarity, and make informed decisions effortlessly.
👉 Your Shortcut to Becoming a Real Project Manager is Closing Soon
This is your last chance to grab every PM template you’ll ever need — for less than the price of dinner.
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"I downloaded the PM Briefcase on Friday and by Monday, I had already built my first real project plan."
The PM Briefcase
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FAQs
Is this a monthly subscription or an one time payment?
This is a one-time payment offer, meaning you'll get unlimited access of the templates. In addition, you will receive all new updates at absolutely no extra cost.
What payment methods do you accept?
We offer several convenient options for your payment, including Credit/Debit cards, PayPal, Apple Pay, and Google Pay. You can choose the method that suits you best, making it easy and flexible to complete your transaction with us. If you have any questions about the payment process, feel free to reach out, and we'll be happy to assist you.
How do I know when there's a new update?
We'll send you an email to let you know whenever we have a new update ready
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