- 1. Project Planning Template by ClickUp
- 2. Consulting Project Plan Template by ClickUp
- 3. Cross-Functional Project Plan Template by ClickUp
- 4. Compliance Project Plan Template by ClickUp
- 5. Event Project Plan Template by ClickUp
- 6. Website Project Plan Template by ClickUp
- 7. Technology Project Plan Template by ClickUp
- 8. Data Center Project Planning Template by ClickUp
- 9. Virtual Event Project Planning Template by ClickUp
- 10. Action Plan Template by ClickUp
- 11. Project Management Template by ClickUp
- 12. Planning Document Template by ClickUp
- 13. Plan of Record Template by ClickUp
- 14. Pi Planning Template by ClickUp
- 15. Planning a Project Template by ClickUp
- 16. Work Plan Whiteboard Template by ClickUp
- 17. Project Deliverables Template by ClickUp
- 18. Project Roadmap Template by ClickUp
- 19. Project Scope Whiteboard Template by ClickUp
- 20. Excel Project Planning Template
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Summarize this article for me pleaseWhat is a Project Planning Template?
First, let’s cover the basics with the key qualities to look for in project plan templates. A project plan template is an indispensable tool to successfully manage projects by tailoring your process to achieve the project’s goals, objectives, budget, or challenges. With the help of a planning template, you can calculate the necessary steps to complete your project and have the flexibility to arrange them on either a static project timeline or a dynamic Gantt chart. This lets you clearly define the scope and project schedule while organizing tasks in the most efficient way possible. Project managers and team leads use project planning templates to save time and money by organizing tasks and avoiding unnecessary mistakes. This project management process is essential to keep the project schedule in order.
What makes a good project planning template?
A good project plan template makes it easy to detail the project scope and the overall purpose of the work needed to reach completion. A functional template should also outline your goals and the expected outcomes of your project schedule. This works best when you have a detailed description of what needs to be done and any limitations that could alter the project timeline or budget. Great project planning templates also span both short and long-term goals while addressing any resource, project timeline, or budget constraints.
It helps to use a project planning template that easily integrates into your project management software so you can seamlessly input aspects like deadlines, key milestones, project progression, roles and responsibilities, and available resources at your disposal. Without this connection—here comes the dad voice again—you risk a cluttered project plan that spins in circles and wastes everyone’s time.
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Summarize this article for me please20 Best Free Project Plan Templates
Who doesn’t love free? That’s why you’ll love our list of the best free project plan templates you can use right this second! Let’s take a look at what made our list:
1. Project Planning Template by ClickUp
Listen—we wouldn’t put this template first if we didn’t believe it could easily (and quickly) help you form your project plan. The Project Planner Template by ClickUp utilizes your Workspace to its fullest potential by creating tasks in any List and then easily moving them to other Lists. This project planner template is designed to help project teams achieve their desired outcomes within the given scope, schedule, budget, and resources. It enables stakeholders to easily track progress through visually appealing and easy-to-understand project schedules so they best plan around changes while proactively managing risks. ClickUp’s template also serves as a communication medium between the project team and stakeholders. This project planning process can be done through the platform via assigned comments so your team knows what needs attention—all without losing conversations in dreaded email chains. Use this template to truly ensure everyone has access to the same information, expectations, decisions, and assumptions.
2. Consulting Project Plan Template by ClickUp
Another awesome resource for project managers or those managing clients—especially within professional services—is the Consulting Project Plan Template by ClickUp. This project planning template works as a guide to provide direction and structure for a successful outcome. Get more of a bird’s-eye view into the tasks in your project by using ClickUp’s List view for a quick breakdown of the tasks by status, which stakeholders can click into for more details on each task or its subtasks. Custom Fields make it even easier to view important project plan details like due dates, the task progression status, the project’s stage, and resources. Invite clients as guests in ClickUp to access this List view so they don’t need to click through every task to find essential information. Effective consulting analyzes the potential challenges and problems while developing effective strategies to identify opportunities for collaboration and value creation. Good news for you—this template lets you do that and more to better manage client expectations and create transparent communication plans.
3. Cross-Functional Project Plan Template by ClickUp
More times than not, you need a project plan that works across teams. That means your plan should meld nicely into different workflows without being an annoyance to your stakeholders and various teams. The Cross-Functional Project Plan Template by ClickUp ensures all stakeholders are involved in the decision-making process. Additionally, it creates a better avenue for communication between teams so everyone’s experience and expertise are accounted for in the project. So, what sets this template apart from the others? With this template, you truly rely on ClickUp’s custom Fields to give teams the simplest—or the most in-depth—view into what’s needed to move the project onward. Easily add assignees, stakeholders, project watchers, and approvers to tasks and subtasks for different workflows in your project plan. This will cut down the confusion between teams on any process and give a customizable project summary of what’s needed to start and complete each task.
4. Compliance Project Plan Template by ClickUp
Project compliance is the Robin to your project’s Batman—the George to your objective’s Jerry. And using the Compliance Project Plan Template by ClickUp works like your sidekick to ensure you hit your goals, stay on track, and provide additional security to protect your project. Maybe George Costanza isn’t the greatest analogy, but this ClickUp template provides a fantastic visual to identify and assess your project’s compliance requirements. Again, ClickUp’s Custom Fields are an invaluable feature to document, organize, and provide high-level insights into how you’ll keep business operations compliant in this project plan. These views are convenient for teams involved to take action and correct noncompliance issues in your project plan. Serenity now!
5. Event Project Plan Template by ClickUp
Planning an event can be daunting—particularly when you’re not starting from a resourceful planning template. The Event Planning Template by ClickUp makes it easy! This template comes with all the features to keep your event-planning anxiety from taking over. Its custom task statuses, in-app Chat view, and unique Map views make it easy to track any event exactly how you want to. It doesn’t matter the type of event—whether it’s a product launch or a local fundraiser, you can use two pre-made Custom Fields and seven automations to track the small details. Best of all, this template is customizable to adjust to your specific budget or goals—no matter the size of the project. Let’s stop stressing about your project plan for your next event and start off on the right foot with this detailed project template.
6. Website Project Plan Template by ClickUp
Crafting a productive website project plan requires a detailed project scope, timelines, budgets, and stakeholder responsibilities. It’s critical to have these components in place before any website launch, which is why we’re recommending the Website Project Plan Template by ClickUp. Website projects tend to have multiple layers, and within each layer, you run the risk of impromptu problems you didn’t expect in your project plans. Avoid the uncertainties and use this template as your one-stop shop for tracking all of the different tasks, processes, and decisions that go into bringing a website project to life. Get organized through Custom Fields and assign each task to its rightful owner so no detail is left untouched in the project planning phase.
7. Technology Project Plan Template by ClickUp
Utilizing the concept of business process management (BPM) can drastically improve a website project. This involves using the analysis, design, implementation, and monitoring phases to map out existing processes, create new ones, implement them in the organization, and continuously check that they are providing the desired results. The Technology Project Plan Template by ClickUp is ideal for those who want to improve the way their team or department implements technology. Planning this process requires detailed timelines, access to important resources, and progress reports. It pays when all parties know what’s next in line in the overall project. And this template provides the Custom Fields, view types, and statuses to properly plan your technology projects.
8. Data Center Project Planning Template by ClickUp
Data center migrations require the transferring of data and assets from one site to another. Simply put— it’s a lot of moving parts. It can be a challenging and complex process, which is why we suggest the Data Center Project Plan Template by ClickUp. This project planning template provides a simple framework to help data migration teams bear the process efficiently and effectively. Of all the project plan templates, this one can handle the simplest or most complex tasks, project goals, and project budgets to ensure your entire project team successfully migrates your data.
9. Virtual Event Project Planning Template by ClickUp
Take it from us—we know the complexities of planning a major virtual event! Your project timeline is everything (even more so to your project manager). These events require a ton of planning across teams so that everyone can work toward the same goal. The Virtual Event Project Planning Template by ClickUp simplifies the task of organizing a complete and successful virtual event. This plan template also streamlines all the different elements involved in the process for a project manager. That means your entire project team saves time and effort with this plan template while ensuring a successful outcome.
10. Action Plan Template by ClickUp
ClickUp’s Action Plan Template assists teams in structuring, prioritizing, and tracking tasks to achieve their objectives. This template features built-in metrics for evaluating outcomes, facilitates task assignment, and offers a collaborative space for setting and monitoring goals. Use this template as guide for personal growth, startups, marketing initiatives, and creative workflows
11. Project Management Template by ClickUp
ClickUp’s Project Management Template is a comprehensive tool designed to facilitate effective project planning. It provides a structured foundation that incorporates all the essential steps of project planning, promoting clear communication among team members and stakeholders. This template helps teams navigate through each stage of a project, allowing them to understand the project’s core aspects, customize plans to their specific needs, organize tasks efficiently, and coordinate team efforts for smooth execution. It is particularly beneficial in managing the complexities that come with project planning.
12. Planning Document Template by ClickUp
- Capture key objectives, goals, and action items
- Break down tasks into manageable chunks for faster delivery
- Align teams around what’s most important for collective success
13. Plan of Record Template by ClickUp
Utilize ClickUp’s Plan of Record Template to capture your business objectives, objective details, success metrics, and target timeline in one digital document.
ClickUp’s Plan of Record Template is designed to help you do just this. With it, you can:
- Ensure clear communication between stakeholders
- Align teams around common objectives
- Track progress and milestones to stay on top of deadlines
14. Pi Planning Template by ClickUp
The ClickUp PI Planning Template assists in structuring and streamlining the project planning process. It’s designed to make the process more efficient, especially for Agile teams.
The ClickUp Pi Planning Template helps teams:
- Break down complex tasks into smaller, manageable chunks
- Organize tasks for better clarity and focus
- Allocate resources effectively and plan ahead for successful execution
15. Planning a Project Template by ClickUp
ClickUp’s Planning a Project Template provides a well-organized base, guaranteeing that all essential steps are included in the plan and promoting transparent communication among team members and stakeholders.
This template navigates you through each stage of the project, helping you understand the essence of the project, customize plans as per your requirements, arrange tasks efficiently, and coordinate team members for flawless execution.
16. Work Plan Whiteboard Template by ClickUp
ClickUp’s Work Plan Whiteboard Template is structured to provide a systematic visual guide for your project. It serves as a comprehensive solution for visualizing, administering, and monitoring all of your team’s tasks in a well-structured manner.
ClickUp’s Work Plan Whiteboard Template not only aids in planning but also ensures that every task is tracked and managed effectively, leading to a more productive and efficient workflow.
17. Project Deliverables Template by ClickUp
A well-crafted plan sets the stage for exceptional execution! Implement your project’s deliverables effectively with ClickUp’s Project Deliverables Template. This template is designed to provide a comprehensive overview of your project’s deliverables, designated owners, timelines, and budget. It acts as a helpful tool in monitoring the progress of your deliverables.
This template isn’t just about keeping track of deliverables, it’s also about creating a space where transparency, accountability, and efficiency come together. By having a clear view of who is responsible for what, and when tasks are due, you can ensure that everyone on your team is on the same page.
18. Project Roadmap Template by ClickUp
Project development comes with its fair share of complexities and numerous elements to manage. No matter the size or intricacy of your project, ClickUp’s Project Roadmap Template is equipped with all the necessary tools for your success!
Whether you’re on the verge of launching a new feature or managing a long-term product vision, our project roadmap template serves to assist your product team efficiently.
19. Project Scope Whiteboard Template by ClickUp
ClickUp’s Project Scope Whiteboard Template is a tool designed to help structure and streamline the process of defining the scope of a project. It provides a concise summary of activities, resources, dates, and deliverables involved in a particular project.
Use this template to organize projects, stay current with tasks, and track deliverables.
20. Excel Project Planning Template
For those who love to work in Microsoft Excel—we’ve got you covered!
This simple project plan template from Microsoft Excel works as a timeline in your spreadsheet to create a clear and organized roadmap for your project. Within the cells, you can add your key project milestones, change text and images, and share it with your team.
Additionally, you can add your milestones in the project details table within the simple project plan template spreadsheet for a more visually appealing glance at your timeline. Use this customizable template to set your entire project outline and determine the essential steps you need to take to achieve success.
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