Project Plan Template with example

Want to know about Project Plan Template? Let’s start from here: Project planning is the conceptual component of any project that begins when the project proposal is approved and should be finished before you begin working on it.

Project planning is an important phase that needs managers to define the project’s complete scope. As a result, project managers define the project’s key goals and identify what has to be done to attain them.

If you are a teacher, project manager, or student who has to work on projects from time to time, then you probably use a project plan template. You can find thousands of templates on platforms like Canva or some other, but why bother? It’s a lot easier to create your own project plan template, all you need is Microsoft word. 

Following are some easiest steps that will guide you to create a well-structured project plan template for your next project. But before going through these steps it’s really important to understand a thing or two about a Project Plan Template.

What Is A Project Plan Template?

A Project Plan Template is used to make a proper plan before the start of your project. With the help of the Project Plan Template, you can decide which activities should be performed and when those activities should be carried out. Basically, it is a simple document that is used to create a standard format for a project plan. Every project is different, so you can’t use the same template for two different projects.

The project planning process is a little tricky, and it gets hard as the complexity of the project increases, and most of the time, reaching project deadlines gets hard due to poor or no proper project plan. To overcome this situation, the project plan template plays a vital role. It will help you to plan each and every project development process step by step and meet the deadlines.

How Do Project Management Templates Benefit You?

There are lots of benefits of using such templates, a few of them are as follows.

Specific Project Management Process

Using multiple types of documents during each phase of project development is a little challenging for each team member. It may also lead to confusion and misconception. To overcome such problems and make all information easily accessible to everyone, you can create and use a centralized document that can get updated by each member so that other members will get the necessary material from that document.

Better Communication

A template is a form of communication. It’s an outlined plan for each development phase written on a document. All the team members and management can easily access that centralized document to keep track of whether the development team is processing as per plan or facing any kind of issues. Regular updates will provide.

Prioritize Your Work

With the help of these templates, you can set priorities for your workflow. Can define a time period for each development lever and work accordingly. It typically involves creating an agenda, evaluating tasks, and allocating time and work to bring the most value in a short amount of time. Prioritizing the task will help an easy workflow.

Now let’s move forward. Till now we have understood what the project plan template is. Now following are the simple steps which get followed by most of business management team.

The most common steps followed by project managers are:


Project Scope Defining

A clear project scope before starting project development is essential. Unclear project scope may lead your development team nowhere. Failure in declaring project scope may result in uncontrolled development and delayed project completion or sometimes the entire project may fail.

The clear project scope includes the following things

  • Goals and objectives of the project
  • Different priorities for different development levels
  • Risk assessment.

Client approval for this scope definition is a must. Once agreed by the client then you can start development.

Organizing & Prioritizing Task

The next step is organizing the task. Once you get approval from the client you can define and organize the task according to scope and Goals. Project tasks are the activities you must complete in a specified time to deliver the project within the deadline. When you have identified and noted down all the tasks, now it’s time to prioritize them. You can give priority to each task or each development phase according to their complexity.

Project Timeline Declaration

The timeline will guide you throughout your project. They will tell you what task should be done according to priority and get done completely. The timetable is the most crucial aspect of any project plan since it outlines how much time each team member should spend on each activity. If your deadline is off, your entire project will be off. You may arrange tasks on a timeline based on job priority and dependencies.

Identifying Resources

When identifying and managing resources, however, there are three essential procedures that must be taken.

  • Identify the resources with the necessary abilities to fulfil the defined project tasks.
  • Some of these materials may not be available during the course of your research. From the preceding stage, locate accessible resources.
  • Once the availability of resources has been determined, allocate the available resource to a task.

You may also control resource workloads from the Team Timeline based on job estimations.


Budget overruns cause more than a third of projects to fail. Project milestones are a useful scheduling method that may assist the development team in staying under budget. Milestones can aid in keeping a project on track and on schedule. Large tasks are broken down into stages. Each phase’s conclusion is a watershed moment. 

The following are some of the benefits of dividing a project delivery timeframe and milestones:

  • By separating risks and requirements, you may increase the chances of a project’s success.
  • Examine the project’s progress and make necessary changes to the timeline and resources.
  • Stakeholders must be made aware of your progress.
  • With the success of phased delivery, boost team morale.

Benefits & Drawbacks of A Simple Project Plan Template

Everything in this world has some benefits as well as some drawbacks. No product is completely perfect. Yet following are some benefits of using project plan templates for the product development process.


Helps You Save Time

You won’t need to waste time building a replacement template whenever a project arises. Once you’ve produced one, you just fill in the blanks and begin working on your project. Once you have created the structure of the template, all you have to make change is as per the client requirements and the goal and objectives approved by the client itself.

Aids You in Making Long-term Plans

You can carefully map out every phase of the process and see the big picture more clearly when you design a basic project plan template. Mapping the process will help you to add every small element which is essential for the development life cycle at every phase.

Ensures That Nothing is Forgotten

Projects include a lot of small elements that are easy to miss. You won’t forget any of the information you need to finish your project effectively if you develop a template. As everything is already mentioned during the planning phase of any development life cycle.


Collaboration Tools Are Lacking

While you may make comments to Office documents, working collaboratively is difficult. It’s easy to be dragged into a drag when you’re performing on an equivalent document as your coworkers. Modification from multiple team members at the same time will conflict with the entire process.

Data Integrity is Difficult To Ensure 

It’s simple for your coworkers to edit or delete data from an Excel sheet or document by accident. As a result, you want to make backups and guarantee that everybody is using the newest version. Also managing that backup is a little tricky as it’s everyone’s duty to keep it updated all the time.

Multiple Version Management

As you have to keep and manage backups your team will eventually generate and use several versions of the template, you’ll need to make sure that material from each version is included at some point.


Project planning is the process that includes finding goals and objectives, information gathering, using that information to solve different development problems, setting and meeting the deadlines and crossing milestones to meet the success of project development, and delivering it to the client

A project plan’s important aspect is that it provides all team members with a complete grasp of every element of the project development. They may then utilize this information to manage their time and contributions without having to rely on the project manager all of the time. Every member of the organization gets involved in this process.

Project planning makes a project manager’s job easier by providing a schedule with resources and experienced data sets on which to base decisions. When both the client and the project managers use the project plan, outdated assumptions about a project are exposed early in the process. Because of this, clients are more likely to be realistic about their expected results from a project and the cost of achieving them when the schedule is clearly presented.


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