A project plan template is a document that compiles all the guidelines and procedures the project management team needs to execute a project. Project plan templates allow project managers to save time during the project planning phase and also help them ensure nothing slips through the cracks.

Begin with the project scope. What activities and tasks as defined in your project must be completed to make the project a success? Use the project charter as a springboard. You can also use a work breakdown structure to identify all the activities, tasks, deliverables and milestones of your project.


Project Plan Template


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Based on your project charter or work breakdown structure, note the milestones or major events or phases in your project, and collect them in a chart with three columns for the milestone, a description and its delivery date. Examples of milestones are when the business case is approved when the project team is appointed or the project management office is established.

You need to note the tasks that are necessary to complete the project, too. There are many project tasks such as developing a quality plan, formulating supplier contracts and performing project closure. Write them out in a chart listing the phase, activity, description and sequence.

First, gather your project tasks, identify the resource requirements for each and lastly estimate their costs. Once you have the costs for each project task, you can add them to get your estimated project cost value. That value will be your cost baseline and the base for your project budget.

Every project plan needs a risk management section. Our project plan template has a risk log so you can list the potential risks that could affect your project plan. From there you can develop your risk mitigation strategies and assign risk owners.

Every project plan needs to be changed during the execution phase for several reasons. For example, new project requirements might arise and cause changes to the original plan. As a project manager, you must oversee how changes are made to your project. Our change management log helps you keep track of any changes made to your project plan.

The project plan is made up of goals, activities, tasks and resources needed to complete the project as outlined in the project business case and the project charter. You want to have a description of the major phases of the project, a schedule of activities, tasks and their duration, dependencies, resources, timeframes, etc. Then list the assumptions and constraints in the project planning process.

For example, during the initiation phase, there are many documents that are created to set up the project plan, such as a feasibility study to identify the problem you want to solve, the scope of the project and the deliverables you want. This feeds into the business case, which compares costs versus benefits. The statement of work (SOW) looks at the project goals, objectives, scope and deliverables.

There are dozens of free project management templates for Word and Excel available on our site. Some of them are useful during the project planning process. Here are a few that can help build your project plan.

Your project plan has to align with a larger strategy which is outlined in an action plan. The free action plan template provides you with a space to lay out the needed steps and concrete tasks to reach your project goal. The action plan gives you a frame in which to capture the main thrust of the project to help you prioritize tasks in your plan.

ProjectManager is a great project planning tool. It offers the features you need to plan, track and report on your project. There are online and interactive Gantt charts that take the pain out of having to build one manually.

A project plan is a detailed to-do list for each step in the process of a project. Depending on the nature of the project and your needs, the project plan might include a project timeline, assignees and a budget. Project managers use a project plan to organize the process, create schedules, set goals, track budgets, assign tasks and track progress. The project plan may also be used to generate reports to communicate updates about the project to other stakeholders.

Project plan templates provide you with the technology you need, offer prompts for the key information and create reminders and deadline alerts. Because project plan templates can also create a road map, the template can also help identify holes in the project plan.

Agile project management is a popular way to track roles, responsibilities, deadlines, budgets, progress and other aspects of a project. Agile project management breaks projects into sub-projects, typically referred to as sprints. At the end of each sprint, the team makes adjustments for the next phase of the project.

Many project managers use Gantt charts, which present all relevant information in a horizontal bar graph. This project plan template uses a Gantt chart that breaks down the project by phase and task, and includes start and end dates, responsible parties and status.

Human resources teams have several tasks and projects, both short and long term, and this HR-focused planning template can help track those projects. It includes priority indicators, status and assignees for each task. Project managers and team leads can also segregate tasks by phase too.

When launching a new product, marketing teams can use this planning template to plan and track tasks and projects involved with the launch. The template also includes customizable viewing options so you can share with other stakeholders.

For teams that create and publish content, this content/editorial planning template offers a calendar view to easily see what is being published and when. Teams can also differentiate assignments and content with color coding. The content can be assigned to the responsible person(s).

A project plan helps keep your project on schedule and on budget. To help make the process of developing a project plan easy, use a free project planning template that offers the key features your project demands. This way, you can hit the ground running with a project plan template that can be customized to your needs quickly and easily.

Track project details, manage timelines, and visualize how your project is progressing with this simple project plan template. Document all key details, like task start and end dates, resources needed, and budget details, with this comprehensive, easy-to-use template.

A work plan template is designed to break down your large project goals into smaller, actionable steps. This kind of template outlines what needs to be done, by whom, and when. It also includes a timeline to help set expectations and improve transparency, keeping everyone on the same page about deliverables and deadlines. A work plan template is best for larger teams working on big projects with many tasks and due dates.

An action plan lists all the steps that must be taken to achieve a specific goal. The template includes information about the actions that need to happen, the people that will complete them, due dates, priority, and status. While an action plan and work plan are similar, an action plan focuses on goals, whereas a work plan template focuses on phases of tasks that are usually listed in chronological order. An action plan template is best for individual use or by smaller teams.

Establish the main goals of your project, identify the actions needed to achieve those goals, and assign a person to be responsible for each task with this complete project action plan template. Assign priority to tasks, view status, and list start and end dates to keep your project moving forward.

A project plan is designed to deliver the intended scope of a project, facilitate communication among stakeholders, and track planning assumptions and decisions. It is a living document that can include a stakeholder list, a scope statement, a project schedule, schedule and cost baselines, baseline management plans, communication plan, and it can change over the course of a project. It is worth noting that a project plan is not just a project timeline, although that is an important component of the plan.

You should always create a project plan before starting a new project. Start with what you want to achieve from the project and break it down into the things you need to do in order to accomplish the goal. Then, once you have a high-level plan of all the things that need to be done, you can think about timing, budget, resources, and more.

A project plan is one of the most important ingredients for a successful project. It is used to document and communicate expectations, to control schedule and delivery, and to calculate and manage risks. In general, it acts as a roadmap for everyone involved in the project.

The project planning process involves thoroughly mapping out your project from start to finish. At this time, determine your goals, estimate a timeline for key deliverables, create a budget projection, and assess your risks before launching your project.

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

A project timeline template is a versatile way to visualize milestones processes, and goals. In fact, a clear timeline is the backbone of a solid project plan. Confusion relating to deadlines, and what is required for those deadlines, is a common problem many teams face while working on a project.

Nothing is more critical to the success of a project than effective communication, according to a research paper for the Project Management Institute. In fact, the negative effects of bad communication on cost and timelines increase as the project progresses.

If you need a multi-page project plan, you can still keep it simple and easy to understand by organizing your information in an engaging way using illustrations, big headers and lots of white space, like in the template above. 2351a5e196

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