Templates Hub
Free Agile Templates — Ready to Use in Excel
Download any template as a formatted Excel file (.xlsx) — open directly in Microsoft Excel or Google Sheets. Built for Scrum Masters, Program Managers, Project Managers, and Heads of Portfolio.
How to use: Click Download → file opens directly in Microsoft Excel or upload to Google Sheets via File → Import → Upload. All templates have multiple pre-formatted sheets ready to fill in.
Showing 12 of 12 templates
Agile Adoption Tracker
Track tool adoption rates, training completion, feature utilisation, and monthly trends across your delivery teams.
Benefits Realisation Tracker
Register and track financial, non-financial, strategic, and operational benefits with quarterly measurement.
Capacity Planning
Plan team availability, sprint capacity, leave calendar, and track velocity history across sprints.
Dependency Matrix
Map cross-team dependencies with RAG status, confidence scores, escalation log, and weekly status updates.
Investment Prioritisation Scorecard
Weighted scoring model across 6 criteria to prioritise initiatives. Includes decision summary and budget allocation.
Jira Governance Checklist
40-point governance audit covering project config, workflows, fields, boards, reporting, and user access.
Portfolio Dashboard
Executive portfolio view with RAG status, investment summary by theme, capacity demand, key decisions, and top risks.
Programme RAID Register
Full RAID log covering Risks, Assumptions, Issues, and Decisions with scoring, owners, and a summary dashboard.
Project Plan & Schedule
End-to-end project plan with phase milestones, task tracker, budget tracker, and resource plan.
Retrospective Toolkit
Three retro formats (Start-Stop-Continue, 4Ls, Mad-Sad-Glad) with action tracker and retro health score.
Sprint Health Check
Lightweight scorecard for sprint confidence, blockers, scope movement, data quality, and delivery readiness.
Sprint Velocity Tracker
Track sprint velocity, predictability, carryover trends, and improvement actions across all sprints.
📥 How to use these Excel templates
Download
Click the Download Excel button — the .xlsx file saves to your Downloads folder instantly
Open in Excel
Double-click the file to open directly in Microsoft Excel or Google Sheets
Enable editing
Click 'Enable Editing' if prompted — the file is safe to use
Fill & customise
Replace the placeholder rows with your own data, add your team colours, and save