⭐ Member BonusWiser Generations™ Templates

Branded PM templates for Agile & Waterfall — free with Study Access

Get a fresh Wiser Generations™ branded project management template every month — Project Charter, Risk Register, Sprint Planner, Retrospective Board, and more. Included free with every $47/month Study Access subscription.

13+

Templates in the library and growing

2 formats

Microsoft Office + Google Docs / Sheets

Monthly

A new template drops on the 1st of every month

Waterfall / Predictive

Templates for traditional projects

Project Charter

Word + Google Docs

Authorize the project, define objectives, identify the project manager, and capture high-level scope, risks, and stakeholders in one document.

Best for: Initiating any new project, securing sponsor sign-off

Member download — included with Study Access

Stakeholder Register & Power/Interest Grid

Excel + Google Sheets

Track every stakeholder, their role, contact info, influence level, and engagement strategy. Includes a printable Power/Interest grid.

Best for: Stakeholder analysis, communication planning

Member download — included with Study Access

Work Breakdown Structure (WBS)

Excel + Google Sheets

Decompose project scope into deliverables and work packages. Includes WBS dictionary tab and visual hierarchy view.

Best for: Scope definition, estimating, schedule baseline

Member download — included with Study Access

Risk Register

Excel + Google Sheets

Catalog risks with probability, impact, EMV, response strategy, owner, and trigger conditions. Pre-built risk scoring formulas included.

Best for: Risk identification, qualitative analysis, response planning

Member download — included with Study Access

Communication Plan & Status Report

Word + Google Docs

Define who needs what information, when, and how. Plus a one-page weekly status report template aligned to RAG (red/amber/green) reporting.

Best for: Communication planning, executive reporting

Member download — included with Study Access

Change Request & Change Log

Word + Excel

Standardized change request form and change log to feed integrated change control. Tracks impact assessment, CCB decision, and approval.

Best for: Integrated change control, scope management

Member download — included with Study Access

Lessons Learned Register

Excel + Google Sheets

Capture what worked, what didn’t, and what to do differently next time. Categorized by knowledge area for easy retrieval.

Best for: Project closeout, organizational process assets

Member download — included with Study Access

Agile / Scrum

Templates for Agile teams

Product Backlog & Story Map

Excel + Google Sheets

Prioritized product backlog with story points, acceptance criteria, and value scoring. Includes a story map view for release planning.

Best for: Backlog refinement, release planning

Member download — included with Study Access

User Story & Definition of Done

Word + Google Docs

User story template with INVEST checklist, acceptance criteria scaffold, and a configurable Definition of Done your team can adopt as-is.

Best for: Story writing, sprint planning

Member download — included with Study Access

Sprint Planner & Capacity Tracker

Excel + Google Sheets

Plan sprints with team capacity, story commitments, and a burndown chart. Auto-calculates remaining work day-by-day.

Best for: Sprint planning, daily stand-ups

Member download — included with Study Access

Sprint Retrospective Board

PDF + Miro-ready

Printable Start/Stop/Continue and Mad/Sad/Glad retrospective formats, plus action item tracker to close the loop sprint over sprint.

Best for: Retrospectives, continuous improvement

Member download — included with Study Access

Velocity & Burndown Tracker

Excel + Google Sheets

Multi-sprint velocity tracker with rolling average, sprint-level burndown, and release-level burnup charts.

Best for: Forecasting, sprint reviews

Member download — included with Study Access

Agile RACI / Roles Matrix

Excel + Google Sheets

Adapted RACI for Scrum and Kanban teams: Product Owner, Scrum Master, Dev Team, Stakeholders. Pre-filled with common ceremonies.

Best for: Team launch, role clarity

Member download — included with Study Access

Get all 13 templates — and a fresh one every month

Start Study Access — $47/month

Self-paced PMP®/CAPM® study library, practice question bank, monthly office hours, private community, and the full PM templates library — including a brand new template delivered to your inbox on the 1st of every month. Cancel anytime.

Start Study Access — $47/month →

Secure checkout via Stripe. First template arrives within 24 hours.

PM Templates FAQ

Questions students ask before enrolling

How do I get the templates?+

Subscribe to Wiser Generations™ Study Access ($47/month). The first template arrives in your inbox within 24 hours, and a fresh template is delivered on the 1st of each month for as long as your subscription is active.

What format are the templates in?+

Most templates are delivered as Microsoft Office files (Word, Excel) with editable Google Docs / Sheets versions of every file. A few visual templates (retrospective boards, story maps) include PDF and Miro-ready formats.

Can I use these templates at work or with clients?+

Yes. Subscribers receive a personal-use commercial license — use the templates on any project at your job, with your clients, or in your own consulting practice. You may not resell or redistribute the templates as standalone products.

What if I cancel my subscription?+

You keep every template that was delivered to your inbox while you were a subscriber — they’re yours forever. You’ll just stop receiving the new monthly drops once your subscription lapses.

Are templates the only thing I get with Study Access?+

No — Study Access also includes the self-paced PMP®/CAPM® study library, practice question bank, monthly live Q&A office hours, and the private study community. The templates are a member bonus on top of all of that.

Can I request a specific template?+

Yes! Subscribers can vote on which template Crystal builds next via the monthly office hours. Your input directly shapes the template roadmap.

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