Free Project Success Templates and Success Criteria Checklists

By Kate Eby | May 19, 2022

We’ve compiled a collection of the most effective project success templates and success criteria templates to help you deliver your project on time and within budget. 

Included on this page, you’ll find a simple project success template, a project success measures template, a project success criteria template with sample text, a project success scorecard template, and a project success story template. Plus, get helpful tips for filling out each template.

Project Success Template

Project Success Template

Download Project Success Template 
Microsoft PowerPoint | Google Slides 

Ensure that you and your team accurately record all project successes with this presentation-friendly project success template. The template includes slides designed to help you evaluate your team’s performance around project goals, timeline, quality, budget, and plan, then capture what did and did not go well with the project. The template also provides space to list takeaways from your project evaluation. Use this template to gauge project effectiveness and to improve the performance of future projects. 

To learn more about optimizing project success, check out this article on project success factors.

Project Success Measures Template

Project Success Measures Template

Download Project Success Measures Template 
Microsoft PowerPoint | Google Slides 

Use this project success measures template to quantify project successes and secure buy-in from project sponsors and other stakeholders. This customizable template provides space to include your original project success criteria, your chosen key performance indicators (KPIs), and the action steps you plan to take in order to improve your overall project success rate. A series of What Went Well slides enables you to communicate the strengths of your project team and make recommendations for future projects. By doing so, you can ensure that you continue to meet your project quality goals and milestones. 

See this article on project evaluation and resources to find further tips on improving your project success rate.

Project Success Criteria Template

Project Success Criteria Template

Download Sample Project Success Criteria Template 
Microsoft Word | Adobe PDF | Google Docs

Designed to help measure your project’s outcomes against original success criteria, this sample template provides objective project management success metrics that you can use to evaluate project performance. The template includes sample text to guide you through the project assessment process. The pre-filled, customizable slides include Project Overview, Project Highlights, Project Challenges, Post-Project Tasks / Future Considerations, and Lessons Learned

To find out more about optimizing your project success rate, see this article on project success criteria.

Project Critical Success Factors Template

Project Critical Success Factors Template

Download Project Critical Success Factors Template 
Microsoft Excel | Google Sheets

Keep your project team and board members apprised of your project success rate with this visually rich critical success factors template. The template’s dashboard style allows you to easily evaluate your project’s delivery timeline, resource allocation, financials, risk analysis, and open and pending actions. Capture project outcomes quickly and simply with the Project Report section, and keep all project success data in a single location with the easy-to-use Dashboard Data section.

Project Success Scorecard Template

Project Success Scorecard Template

Download Project Success Scorecard Template 
Microsoft PowerPoint | Google Slides 

Improve your project success rate with this visually dynamic project success scorecard template with editable example text. The template allows you to state project objectives, set a target success rating, measure actual results, and create initiatives to improve the outcomes of future projects. Use the template’s Balanced Scorecard columns for a side-by-side comparison of your project’s targeted goals against its actual results.

Project Management Project Success Criteria Checklist Template

Project Management Project Success Criteria Checklist Template

Download Project Management Project Success Criteria Checklist Template 
Microsoft Excel | Microsoft Word | Adobe PDF  

Use this project management project success criteria checklist template to gauge your project success using feedback from a project assessment session with team members. The template includes a checklist for discussing and evaluating your project, including recapping its initial objectives, its actual outcomes, and what did and did not go well with the project. Once you’ve gone through the checklist, identify and assign action items in order to improve future projects.

Pilot Project Success Criteria Template

Pilot Project Success Criteria Template

Download Pilot Project Success Criteria Template 
Microsoft Excel | Microsoft Word | Adobe PDF  

This pilot project success criteria template provides an organized space for recording pilot project execution details. Use the Action column to list each task, sorting them into the Project Initiation, Discovery and Research, Requirements, and Use Case Analysis subheadings, and record their details in the subsequent columns. This template is the perfect solution for a team looking to optimize the outcome of a pilot project.

Project Success Story Template

Project Success Story Template

Download Project Success Story Template
Microsoft PowerPoint | Google Slides 

Use this presentation-ready timeline template to communicate your project success story to team members, project sponsors, clients, and other stakeholders. The template enables you to convey, stage by stage, how you conceived of your project, defined the scope, initiated the project, set and prioritized tasks, communicated with the team, and escalated urgent issues. This template is a perfect fit for project teams looking to provide a high-level review of their project’s beginning, development, and successful delivery.

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