Free Assumption Templates: Project, Business and Financial

By Kate Eby | May 25, 2022

We’ve collected free, downloadable assumption templates for project, business, and financial management needs. They can help you identify and track project constraints and assumptions during strategy development and project planning.

Included on this page, you will find a project assumptions and constraints template, an assumptions log template, an assumptions mapping template, and more.

Project Assumptions and Constraints Template

Project Assumptions and Constraints Template

Download Project Assumptions and Constraints Template
Microsoft Excel | Microsoft Word

This assumptions and constraints template enables you to enter and track all objectives, assumptions, and constraints for your project. Each section comes pre-filled with explanatory text to help you correctly identify deliverables, tasks, scope, assumptions, constraints, and estimated time for project completion. The template is completely customizable and includes an approvals section for documenting signatures from key stakeholders.

For more project planning templates and resources, see this extensive collection of project scope management tools.

Financial Assumption Template

Financial Assumption Template

Download Financial Assumption Template
Microsoft Excel | Microsoft Word 

Use this financial assumption template to organize and visualize your financial projections on a yearly or monthly basis. Customize the items in the Particulars column to reflect your anticipated income sources and costs, and enter projected expenses and revenue for each month or year. This template includes a column that factors in financial assumptions, such as depreciation, financing costs, and income tax, so that your final financial projection is as accurate as possible.

For more financial planning resources, see this collection of business financial plan templates for more free, downloadable forms.

Assumption Log Template

Assumption Log Template

Download Assumption Log Template
Microsoft Excel | Microsoft Word 

Record and track project assumptions through the entire lifecycle of your project with this assumption log template. Enter all assumptions into the log, and record the date, validation task assignments, and comments. By doing so, you can keep tabs on all aspects of your project as it develops. 

See this comprehensive collection of project management plan templates to find the right project planning template for your project or business.

Sales Assumption Template

Sales Assumption Template

Download Sales Assumption Template
Microsoft Excel | Smartsheet

Use this sales assumption template to track sales projections and assumptions while planning your monthly sales goals. The template includes 12 columns for recording monthly projections, as well as customizable rows where you can record projections for different product categories. The template also allows you to compare year-over-year performance against projections, which will help improve the accuracy of financial planning over time.

Assumptions Mapping Template

Assumptions Mapping Template

Download Assumptions Mapping Template
Microsoft Word | Microsoft PowerPoint

An assumptions mapping template enables you to visualize, categorize, and communicate your assumptions clearly. The template divides assumptions into three, color-coded categories: desirable, feasible, and viable. On the second page, you will find a graph that enables you to plot assumptions based on their relative importance and certainty. Map each color-coded assumption onto the graph to create a dynamic visualization of your project assumptions.

For more resources and guidance on the project initiation process, see this comprehensive guide to project initiation.

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