Project Delivery Templates – Scope, Timeline, Status & Handover for Google Sheets, Excel and Notion

Keep projects on track without extra software. This kit gives you the documents and trackers to scope the work, plan it, report on it and hand it over properly.

What's inside

• Workbook for Google Sheets and Excel, with 9 tabs:
  • Dashboard: planned finish, progress, overdue tasks, next milestone, open risks, change requests and the latest status, all updating automatically.
  • Timeline: 20 example tasks across 7 phases. Change the start date and the whole plan moves; a 16-week bar chart fills in on its own.
  • RAID Log: risks, assumptions, issues and decisions, with a 1–9 risk score.
  • Scope, Change Requests, Status Updates and a 20-item Handover checklist.
• Notion version:
  • 5 pages: Hub, Scope Statement, Status Update Template, Handover Document and Project Closeout.
  • 5 databases: Timeline, RAID Log, Change Requests, Status Updates and Handover Checklist.
• Start Here guide: 7 pages covering setup for Google Sheets, Excel and Notion.

Who it's for
Freelancers, agencies, consultants and small teams delivering client projects.

Format
ZIP download containing 1 .xlsx workbook, 5 Markdown pages, 5 CSV databases and a PDF guide.

• Workbook: works in Google Sheets and Excel 2010 or later, with no macros or add-ins.
• Notion version: optional, and requires a Notion account.

Good to know

• The workbook and the Notion version are separate; they don't sync with each other.
• In Notion you enter dates yourself and use Notion's own views. Only the workbook calculates dates and scores for you.
• Example rows are clearly labelled, so you can replace or delete them.
• The Scope Statement sits alongside your signed agreement and doesn't replace it.