Free Project Management Template for Banks and Credit Unions

An easy way to standardize project processes; transparent reporting.
This free template is perfect for project management teams in banks and credit unions using SharePoint On-Premises (Server editions of SharePoint 2019, 2016, 2013).
BrightWork Free SharePoint Template

The easiest way to manage projects on SharePoint

We’ve made project set up effortless so you can spend more time working with your team.

The free project template plugs into your existing SharePoint On-Premises infrastructure – no coding required.

Use the ‘Getting Started’ tiles to plan the project with a project statement, tasks, and documents in just a few clicks.

The project homepage includes ready-to-use metric tiles, charts, dashboards, and a Gantt chart.

>>> Download your template.

BrightWork Project Management Process

Based on our proven 5-step project management process

Having a practical, flexible process for managing projects in place is key to success,  especially if your team is new to project management.

We’ve put everything we’ve learned about managing projects in the past 25 years into the template so you get the right start, every time.

>>> Download your template.

Everything you need to plan, track, and report on your project

The pre-planned site is packed with lists, web parts, and reports to help you manage and re-plan your project.

Based on a
Five-Step Approach to Projects 

Start the right way with 
Getting Started Tiles  

Guide your team with the 
Quick Launch

Plan work with the
SharePoint Task List

Collaborate on deliverables with a
SharePoint Document Library

Track progress with
Personalized Work Reports

Keep stakeholders informed with
Regular Status Reports 

Find and resolve
Issues and Risks

Get at-a-glance updates with
Metrics Tiles and RAG indicators

Banks and credit unions all over the world are using the Free Template from BrightWork.

QuoteBen Stephenson,
Executive Manager, Technology and Data, Police Credit Union 
“BrightWork is a simple project management tool that can be used effectively by the whole project team without specialized or extensive training and knowledge.”