Creating a project plan: Tools and
templates
Project plans are critical because they are used to capture the scope and time it
takes to complete a project. The project plan is essentially the project’s
blueprint—it lays out all of the activities and milestones that your team needs to
achieve in order to successfully complete the project. Project plans come in
various shapes, sizes, and forms. Depending on the project you are managing,
the template you use may vary, and some companies even have standard
templates they require their project managers to use.
In the previous videos, you learned about various tools and techniques to create
a project plan. But how do you know which tools and techniques to use and
when? As a general rule, it is best to use a spreadsheet for a simple project and
project management software for a more complex project. Regardless of what
tool you use, be sure to include this key information:
Task ID numbers or task names: You might end up with dozens, hundreds, or
even thousands of tasks in a project. Assigning a task ID or name makes it
easy to find and reference a task when communicating with team
members and stakeholders.
Task durations: A task duration is the amount of time you estimate that task
should take. Adding task durations to your project plan helps you organize
and prioritize the tasks in the project to help ensure you hit your goal on
time.
Start and finish dates: Including start and finish dates for each task helps you
track whether you are progressing on time or not.
Who is responsible for what: Including each team member’s role and
responsibilities helps promote clarity and efficiency. As a best practice,
assign an owner to each task, as well.
Using a spreadsheet to build a project plan
Spreadsheets are an excellent tool to use for project plans, particularly for
projects that are less complex and that have a clear assignment of tasks.
Spreadsheets can require a lot of manual input of information, but as a project
manager, you may find that you like the control that spreadsheets provide.
Spreadsheets are also customizable, so you can tailor them to your project’s
needs.
The graphic below shows what a project plan for a website launch might look
like in a simple spreadsheet.
Pro tip: It is important to incorporate your Work Breakdown Structure (WBS) numbers
into your project plan. In this example, the ID numbers directly relate to the WBS
numbers, which is a helpful way to maintain consistency.
Spreadsheet templates
It is helpful to try online tutorials so that you can get used to the different
functionalities and user interfaces of each tool. We have included links to some
project plan templates below:
Smartsheet: Project Plan Templates for Microsoft Word
Smartsheet: Project Plan Templates for Google Sheets
Google Project Plan Timeline Template
Microsoft Gantt Chart Template
Work management tools
There are many work management tool options available for you to utilize when
planning your project. We covered some of these in previous videos, but as a
refresher, it is important to keep in mind that every company, project manager,
and customer has a work management tool preference. You may come across
tools like Smartsheet, Asana, Jira, Trello, and many more. These tools allow for
collaboration and communication at a task level.
Key takeaway
The tool you use to create your project plan should help you collect and track
project details, manage your schedule, and visualize how your project is
progressing. A clear, thorough, and organized project plan can help create the
recipe for project management success.
