Project Plan Template

Download the project management templates in Excel for Gantt chart, task and resource management. 

If you manage projects, you need a project plan template to organize and track project tasks and activities. The project planning process is a critical part of a project manager’s job.

You can download these project management templates (all in Microsoft Excel): 

  • Project Plan Template – a template to manage high-level project information
  • Task Management Template – manage project tasks with this task management template
  • Gantt Chart Template – this is the ideal template for organizing project tasks and activities
  • Resource Allocation Template – great for managing allocation of resources to different tasks and projects

 

Download these free project, task, and resource management templates to improve the way you manage tasks, teams, and projects. From start to finish, these Excel template will meet your project needs. Use the Gantt Chart template if you like to manage your projects using a visual tool.

While there are many software such as Asana for managing a project, a project template in Excel is a good place to start, as it’s free and easy to use.

Project Plan Template

What is a project plan?

A project plan is a collection of project tasks and activities. By breaking down the project into a set of tasks and activities, you can more easily manage the project by tracking the progress of those tasks.

A project plan typically includes an overview of the project, start and end dates, budget and a list of tasks with start and end dates.

The pan includes project scope, project goals, key stakeholders, project deliverables, and risks. The detailed project plan also includes a project schedule that lays out which tasks need to be completed, when and by whom to complete the project within the planned time and budget.

What is a project plan template?

A project plan template helps you with project planning and tracking important information about your project, like:

  • Creating project overview
  • Establishing project scope
  • Setting project budget and managing costs
  • Creating, assigning, and tracking tasks
  • Managing resource allocation to projects and tasks

A simple project template has sections for project overview and for listing the tasks. Our free project template includes the Gantt chart template for organizing and tracking tasks. It’s the best tool for creating and tracking a project schedule. You can visually see the entire project with a Gantt chart.

Why do you need a project management template?

A good template for managing projects is very useful for tracking projects and tasks if you do not have the budget for or want the complexity of a software. You can create your plan using Excel templates that will help you stay on top of the project.

Templates are especially good for tracking repetitive projects because you can just copy an existing project file when starting a new project.

For example, if you are a marketing agency, you do similar work for multiple clients such as Google Ads campaign and SEO. Instead of starting from scratch for every project, every time you sign a new client, you can use a template to save time and effort.

Of course, there are excellent tools like Asana for project management that give you more options and granular control compared to a template. But if you want to keep things simple, Excel project templates are a great starting point.

Why use Excel templates for managing projects?

Managing projects involves creating project plans, allocating resources, managing tasks, monitoring progress & tracking cost. An Excel project template is an excellent choice for managing projects because:

  • It’s practically free since you probably already have Excel
  • Even if you don’t have Excel, you can use the templates with Google Sheets
  • Most of your project team members already know how to use Excel or Google Sheets
  • Excel project templates can be customized to suit the needs of your project
  • If you use Office 365 or Google Sheets, you can create a shared workbook for easy collaboration with your team

Free Excel template versus paid tools for managing projects

While there are limitations to using Excel for managing projects, the benefits far outweigh the limitations in most cases.
Most tools start at around $10 per person per month. Advanced tools like MS Project cost even more. Plus, you also need to train your team members to use the tool.

Our project plan Excel template is 100% free to use, saving you hundreds of $$$ every month.

Our Excel template is easy to use and includes instructions on how to use it. You don’t need to spend time and money to train your team to use it. A project management tool will need hours of training before your team can start using it.

With a little imagination, you can use our free project management Excel template to run all your projects without any other tool.

Microsoft Excel is a powerful tool for recording, organizing, and analyzing data using built-in formulas and automations. We have added the required formulas in the Excel template.

If you need more, you can add your own formulas to take care of anything specific to your projects. Or create macros if you need something more powerful. you can map out the complete project life cycle with an Excel template.

Using this template will save you a lot of time and pain. And it’s absolutely free to download and use!

A project management template you can use for free (in Excel)

A project management template is an Excel workbook that you can use to track important information about your projects and tasks, like:

  • Creating project overview, including project milestones
  • Setting project budget and managing costs
  • Setting up, assigning, and managing tasks
  • Assigning resources to projects and tasks
  • Tracking task and project status by using Gantt chart

How to Use this Project Management Template?

Since Microsoft Excel is so popular and easy to use, we created our project management template in Excel.
Using this template is easy. After you download it, open it with Excel. If you don’t use Excel, you can upload it to your Google Drive and open with Google Sheets.

The first worksheet in the template tells you how to use it. The last sheet is where you maintain the project specific information such as a list of employees.

The second worksheet has sample data for you to understand how to use the template. The third sheet is blank for you to use for your project.

This template is a high-level dashboard for all your projects. Use it to track status, priority, deadlines, and staffing information for multiple projects in one place. It’s an excellent tool for businesses, such as marketing agencies or consultants, that need to manage multiple client projects.

Instead of opening multiple project plans, you get information about all projects in one place. You can link individual projects to their detailed project plan Excel workbook for easy drill down into each project.

This high-level template is a handy tool for staying on top of your resource requirements across projects. You can see who is working on which project and who can be assigned to a new project.

If you have multiple clients, this project status template will be super useful to know which client’s projects are in trouble. You can filter projects by clients to see the status of all projects for a client. You can also filter the list by status to see which projects or clients need attention.

On the Project Options sheet in this template, you can maintain a list of clients, team members, project timeline, and project status options.

Use this template along with the resource management, task and Gantt chart templates to replicate the features you see in a project management software. You can create your project’s work breakdown structure using this Gantt chart template.

Project management template

Streamline your project management process

Our free project management templates are built in MS-Excel. You can use these templates to plan and track projects, assign tasks to members, manage team member workload and manage tasks. Download our ready-to-use templates and improve your project management process.