Once you’ve defined and planned the project, you need to create a budget for the project. You can use a mind map in your project plan to categorize tasks according to your goals, like in this mind map project plan. At this section, we will discuss the steps to create an effective project plan template. In your project plan, you identify the scope, goals, deliverables and deadlines of your project. You can enter start dates, duration, and current status of each task and share with your team to keep task owners accountable. Especially as employees start breaking into smaller teams to tackle a project. Click on the template image for a full preview. An easy way to do this is to include icons and images that reflect the theme of your project. To get started, you’ll want to do a SWOT analysis to fully understand your nonprofit’s unique strengths. When your team is working on a large project it’s sometimes hard to keep everything in perspective. Pair an icon with an important piece of text to help it stand out and stick in the reader’s mind. Or you could use a mind map to break down the different components of your project or marketing strategy, like in this mind map template below: This mind map template alternatively shows different parts of a process. For example, this project status report template uses check mark icons to rate the success of three different aspects of the project: At Venngage we really love using flowchart infographics in all facets of our planning. Furthermore, in order to determine whether the project can be realistically completed, a decision making team will be employed during this phase. Or what tasks come after that you need to be aware of. This section includes sensible ordering of all tasks. Inconsistent design choices are kinda like typos in the design world. This marketing project plan template is incredibly detailed, with sections for goals, competitor analysis, workflow and more. Project Closure2. Pro Tip: Save templates you like in Venngage and reuse them again and again. You may have been working on a certain part for so long that you forget what came before it. Like in this simple project plan template, they include deliverables like a, How to create a project plan using Venngage, people tend to remember images better than words, The 4 Project Life Cycle Phases (With Templates For Each Stage), 12 Business Pitch Deck Templates and Design Best Practices to Impress Investors, 55+ Customizable Annual Report Templates, Examples & Tips, How to Create a Business Plan to Inspire Confidence in Investors (+ Business Plan Templates), How to Create a Marketing Plan For Success (+ Marketing Plan Templates). … As you set goals for your project, you’ll likely have a rough outline of what you … Pro Tip: Easily switch up the icons in these roadmap templates. This includes the communication frequency and methods. This includes the resources required to achieve the aims of the projects. There are a lot of moving pieces that contribute to the completion of a project. Furthermore, as new information unfolds about the project, the project plan needs to be updated. The updates are tracked in the top right corner: With Venngage, you can create multiple copies of a design. These days it might be an investor, a new client or a potential hire. Using project process maps in healthcare help stakeholders understand an entire process, without resorting to confusing documentation. Totally free Templates. Your report doesn’t need to be complicated. Her writing has been published on Marketing Profs, HubSpot, and Content Marketing Institute. Download Free WBS Project Plan Template in Excel The work breakdown structure (WBS) is at the core of project planning. IT Project Plan Template. 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. It’s important to nail out your goals, who your audience is (personas) and what channels and stories will be most effective for said audience. This section reveals the person responsible for managing all the documents of the project and record keeping. A project plan is an essential document for keeping a project on track. Use Venngage’s Gantt chart maker to get up and running in minutes. The plan should include what formats are appropriate for communicating types of content (email updates vs. a formal report, for example), to who and when. Project Management Plan: Understanding the project management planning process, daily, weekly, or monthly progress reporting, 47 Useful Behavior Plan Templates (BIP Examples), 50 Professional Development Plan Templates (Free), 21 US Passport Photo Templates (100% Free), 49 Prayer Journal Templates (Kids / Adults), 45 Free Pie Chart Templates (Word, Excel & PDF), Provide a management review and control framework, The to-be-documented project planning, tracking, and controlling estimates, Planned, documented and agreed commitments by the affected groups, Assumptions, alternatives, and constraints related to the project, Estimation of the resources required to identify and, Estimation of the effort’s technical scope, Where information related to the project will be stored and who can access it. Before you embark on any project, it’s a good idea to start with a plan. Agile Project Plan Template Visually manage project schedules, sprints, and task durations, track agile requirements, establish timelines, and organize resources to ensure all sprints of your Agile project stay on track with this Agile project plan template. Now, these people can hit the ground running and get their tasks done on time. For example, this simplle sales plan template can be customized for any industry or time frame. Further Reading: Check out our mind map guide filled with mind map design tips and templates to help you get started. As you can see below, this project timeline example keeps each of the steps extremely simple and easy to follow. However, we’re still going to discuss the things to include in a project plan. Otherwise, people are going to focus on the random design elements, instead of your important content. A mind map shows relationships between pieces of a whole. For example, this project plan template uses a simple bar graph to track the duration of each phase. The goals and activities that you’ll find in the project-planning template include: A number of things are included in the project planning process including: Repetition of the aforementioned steps is required to establish the project plan. Therefore, it is important that the aim of your project plan is based on the information available to you and not on something that you ‘expect’ in the future. In the project plan example above, they used a. to break tasks down by teams. If you weren’t aware, a deliverable is something tangible that you can show to the rest of the team. Following are the things that every successful project plan includes: Project vision/ executive summaryeval(ez_write_tag([[580,400],'templatelab_com-leader-3','ezslot_9',127,'0','0'])); Clearly demonstrating the project aims and objectives, this section includes a brief description of the project. A formal, approved document used to manage and control a project is known as a project plan. So what does project planning encompass? Nevertheless, we’ll try our best to understand project plan here. Some of them are free; some require a paid plan such as Venngage for Business. Project Planning 3. In order to create a budget for the project, consider all the tasks and deliverables of the project. What is the purpose of this project (what problem is it going to solve)? Gantt charts show tasks over a period of time. Thus, directly helps to plan the allocation of resources. Based on the long-standing Gantt chart model, this project plan template in Excel uses a simple visual representation to show how a project will be managed over time. Actually starting the process is one of the hardest parts of project planning. Just swap out the text. Pro Tip: With highly collaborative project plans, it’s important to make them easily accessible to all team members. Notice how each tasks bar corresponds with the same colored text in the side bar and the legend below. This may not be the most traditional project plan example, but it does get the point across with its many visual elements. It’s the perfect way to say thank you and it’s also a great way to engage donors and encourage repeat donations. With our various project plan templates, like plan template in PDF and plan template in word, it’ll be easier for you. You will be able to make sound decisions if the aim of your project plan is based on the available information. In order to find out the facts you need to consider, refer to a project plan template. So what is a project plan? Basically, this shows how you’ll assess and mitigate the project risks. The project roles and responsibilities of each individual/ organization should be clearly identified and stated. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project. That’s why it’s valuable to track your progress, so you can adjust your goals. When establishing the aim of your project plan, considering all known facts is a wise thing to do. Nonprofit strategy and planning are two different animals–planning is implementing a strategy, says sgENGAGE. Microsoft Excel is one of the most versatile and useful programs in the Office suite. Without a well-developed project plan, successfully executing a project is not possible. You can get a good idea of the goals and activities to be included in project planning by looking at a project-planning template. Pro Tip: Add more pages to your templates in Venngage’s online editor with one click. You can also build out a full strategic plan to identify priorities, goals, key stakeholders and more. Not looking for a roadmap? Project Organization. So if you’re not sure where to start, use one of these charts to get the creative juices flowing. You can get a better idea of this by looking at a project plan template. When it comes to designing reports and charts, color is particularly effective for categorizing information. In fact, the negative effects of bad communication on cost and timelines increase as the project progresses. A project plan is written down planning of the project. The first and foremost step in the project planning process is the conception and initiation of the project. In this project plan infographic, they use colored lines to indicate the answer to a question. Things fatal to any project include failure to create systematic approach and the lack of proper planning. TemplateLab provides information and software only. These graphics are a solid way to show how a project should progress and how each part is connected to each other. In the example below, a supervisor can easily glance at their company’s extensive onboarding process and keep track of their responsibilities pertaining to new hires in their first day, week, month, even year. Here we’ll focus on infographics and diagrams for high-level marketing strategy planning for financial services. Let’s take a look. Confusion relating to deadlines, and what is required for those deadlines, is a common problem many teams face while working on a project. Essentially, a project plan template helps you anticipate and prepare for potential obstacles. For example, if your team is executing on an event like a conference, then a calendar is necessary for keeping events for specific dates organized. Your team will be able to refer back to the timeline quickly, without needing to read through a bunch of text. How project plan will be reviewed and approved, The process for changing the plan’s contents, How the project plan will be executed or controlled, The key roles and responsibilities of each stakeholder. An icon chart is a creative and effective way to do that. It’s even more important if you’re trying to impress stakeholders with your work–whether that’s volunteers, employees, potential clients or important foundations. Setting up a collaborative online or office project workspace where progress can be monitored by all parties is the ideal thing to do. The project plan isn’t an expansive textual document rather it includes the to-the- point information associated with the project. This is ideal for event organizations, delivering conferences, and specific meetings for an event. Usually, the project manager is responsible for record keeping and management of all documents. Further Reading: Our post on case study examples, with templates that work across industries. Usually, the goal of a planning process is to benefit the organization by changing a process, offering a product, or solving a problem. As resources perform the scheduled work, project managers need to compare the status and progress of the project to the actual plan. Color selection plays an important role in your project plan design as it can help organize and communicate your strategy effectively. This particular type of chart is handy because it allows you to show different timelines that run concurrently with each other, even if their start and ends dates are different. Furthermore, it should include the marketing and promotion plans as well as the plans for circulating and sharing of information. Further Reading: Our complete guide to nonprofit marketing or nonprofit communications. Our in-editor icon library has thousands of professional icons. Furthermore, it reveals the tasks assigned to them. Developing a list of deliverables is a key part of the project planning process. Click the template you like and start customizing it in our simple online editor. If you’re updating a chart or timeline, it’s a good idea to keep a copy of past iterations. Get Template Instead of wasting half the time searching for the solution. And a single shape to illustrate the deliverables for each process. It basically is the signed and verified standard plan of the project. This project timeline template includes specific dates for tasks to complete within each month. This is created prior to the start of project and is considered as one of the initial process in project planning and management. For example, this project timeline template uses an icon to illustrate each step in the process. Sometimes you’re going to have to present a project plan to people outside the company. Want a simpler solution to creating a work schedule? In simple terms, a project plan is the etched out version of your project planning. Pro Tip: You can change the colors in any of these templates. A roadmap with clearly defined goals is something that every project needs. However, understanding project planning and the things it encompasses is still important. Plus checking off tasks like this will help each team feel like they are working towards a common goal. This made it easy to scan the chart for specific weeks and tasks. Excel Template For Project Planning For Your Needs. Also, since most project plans aren’t set in stone–they’re agile documents that will probably have to be adjusted along the way–sometimes a much simpler and therefore more flexible project plan template is the best way to go. If they would have just listed all of that information, the relationships between all of it would be lost. To get a better idea of the project planning process, refer to a project management plan template. 2.1 Project Structure. For example, this project plan template for a baking company incorporates a donut into the design: Certain phases of your project may end up taking more or less time than anticipated. Especially when there’s is an approaching due date that needs to be met. There you have—the contents of a project plan. With this CPM Template from Vertex42, determine the most critical task… This will help make your project plan more reader-friendly and easier to scan. So assigning common titles for each step of the process in your project plan can make communication a bit easier. In the project plan example above, they used a flowchart infographic to work through their productivity plan. In order to understand the contents of a project plan better, you may want to look at a project plan template. You can choose to include a static timeline or a dynamic Gantt chart, and focus on action items or business goals. With that in mind, look for ways to incorporate visual memory-prompters in your project plan design. Further Reading: Our guide to using Gantt charts for project management. That said, sometimes you need a simple project marketing plan to help pitch your agency and provide a high-level overview, like this template does. This marketing project plan template is incredibly detailed, with sections for … You need to identify the individuals and/or organizations involved in the project by their name. Furthermore, name all stakeholders benefitting from the project. It was designed for professionals who need to create project plans for clients, execs and other project stakeholders. Very easy to grasp. Fortunately for you, we have many project plan templates that you can use to create a successful project plan. Here we’ll look at specific aspects of the planning process in nonprofits. Look back at the Project Charter for information to include in this section. Excel Sprint Project Tracker Template Agile projects require thorough sprint planning and management. Also, helps to align tasks in the correct sequence. This project timeline template uses color to categorize tasks by month. This approach will help the managers quickly see what needs to be done next. Furthermore, it reveals the intended ways of accomplishing the activities. An important part of the project planning process is the identification of the individuals and/or organizations involved in the project. You can use color to categorize tasks by type, week, the team involved etc. After all, your project plan will help inspire confidence in your team–and the people who will be funding your project. in all facets of our planning. Project Plan Templates A project plan template can be as simple or as complex as you need. When you enter your data into the worksheet, the roadmap will update automatically. Once you’ve done, make all team members aware of this list. What metrics will be used to ensure the manufacturing of a quality product? Here’s a sneak peek at how our editor works, including the text editing bar, icon and stock photo library (free), photo upload function and more. A communications plan should prepare your organization for key events or dates, but be flexible enough to adapt to changing times, advises the Council of Nonprofits. When you think of drawing out your project plan, a Gantt chart probably comes to mind. This type of project plan helps boil down complicated internal processes into something accessible. These deliverables can instantly boost your productivity and help you get "unstuck." Why not just make a roadmap in Excel or Word and call it a day? Process mapping in healthcare also helps with outlining an existing system and then analyzing how that system can be improved. Basically, project planning encompasses: Plans related to communication methods, human resources and risk management are what supportive plans refer to.eval(ez_write_tag([[580,400],'templatelab_com-large-mobile-banner-2','ezslot_6',122,'0','0'])); The project activities and end products to be performed are what project planning defines. A project template enables you to create a projectplan in one smooth flow by altering specific values using a unique feature known as “Quick Entry.” Project plan templatesallow you to create any project model by defining various project combination options for each project. Then they added simple flat icons to give each question some supporting info. The common words and phrases in this simple project plan template will make communication a lot smoother. This project schedule template quickly communicates what teams are responsible for what tasks over certain periods of time. You’ll have an easier time editing it, and there will be more opportunity to give it an engaging design. By looking at a project plan template, you’ll easily know what to include in a project plan. Especially if you can inject some of your branding into the design. Therefore, the project planning process requires you to identify the project risks. You need to consider all tasks and activities required to complete a part of the project. Tracking your progress will also help you make informed decisions when planning future projects. Deliverable Templates. For example, you could send it to your team so they know exactly what’s required of them (and even customize the checklist for each team member). Once your team dives into working on a project, there will almost certainly be changes that need to be made to the project plan. An event that may or may not occur but can significantly affect the project’s outcome is known as a risk. Nothing is more critical to the success of a project than effective communication, according to a research paper for the Project Management Institute. As the project moves through different stages, the project plan information evolves. Download our free project plan template to get started today: After you fill in this simple template, you’ll be able to get your project underway in no time. Venngage for Business lets you create a team in your account so you can edit designs simultaneously, leave comments with the feedback feature and more. In order to understand this, you may want to look at a project-planning template.eval(ez_write_tag([[336,280],'templatelab_com-leader-2','ezslot_8',125,'0','0'])); The best way to find this out is looking at a project plan template. That’s why it’s important to not only set your goals, but to also report on your progress throughout the process. CPM is an essential part of project management. Following are the key steps involved in successful project planning. Further Reading: Our guide to creating roadmaps for project planning. Project Action Plan Template. You can insert a project timeline into a client pitch deck, business plan or proposal. Her writing has been project planning template on marketing Profs, HubSpot, and by when workflow... Simple flat icons to give each question some supporting info however, you ll. We ’ ll focus on infographics and diagrams for high-level marketing strategy planning for financial services be realistically,... For the project roles and responsibilities of each task and share with your remote team, with templates your,... That everyone is on the random design elements, instead of wasting half the time searching for project. Basic project with multiple phases something accessible how that system can be pretty overwhelming which! Scan the chart for specific weeks and tasks: easily switch up the icons in these.. 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