#PROJECT PLANNER TEMPLATES DOWNLOAD#

Project team - The individuals who create the end product or service.Įnd users - The group who utilizes the final project or service. Project manager - The person responsible for creating and executing the project plan and ensuring that the team adheres to the schedule and budget throughout the life of the project. Project sponsor - The person or organization who owns and funds the project. Some common roles that are likely to be a part of a project team are: Use a table like the one below to organize the necessary information about all of the team members. When establishing a new team, it is important to ensure that every member understands their role and responsibilities at the outset of the project. Using this type of objective as a benchmark allows you to measure your success. HubSpot Tip: Whenever possible, design your project objectives to be SMART (Specific, Measurable, Attainable, Realistic, and Timely). Consider organizing the objectives in a list, as shown below. Now, you should list the objectives in more detail, quantifying the expected results with as much specificity as possible. You already described the client’s needs in general terms in the Overview section. HubSpot Tip: If your customer asks for additional work as the project progresses, the project plan, and in particular the Scope section, serves an excellent reference document to explain why the work cannot be completed without changes to the budget or timeline. In this section, it is important to not only delineate what is required in the project, but also to explain what will not be included. Include a broad description of all of the deliverables you will provide to the client and every activity that will occur. This section sets the foundation for your project and is important for gaining consensus from all stakeholders on what the project will entail.

As circumstances, timelines, team members, and objectives change over the life of your project, make the appropriate adjustments in the project plan and redistribute it to the project team. HubSpot Tip: Consider your project plan a living document. What is the problem that you need to solve? Who are the main stakeholders?

Think about what your client needs and why they engaged you to complete the project. In this section, you should introduce the key components of the project. This template provides general guidelines, but you may need to add or remove sections to tailor it appropriately to the needs of your specific project. HubSpot Tip: A project plan can vary based on the size and complexity of the project. It describes the details of your project, from the scope and objectives to the timeline and cost estimates. You can include signature lines directly in the document or request electronic signatures using DocuSign or a similar product.Ī project plan is an essential project management tool that can help you stay on schedule and within budget. Include a section for approval and signatures.Complete the budget table according to the costs associated with your specific project.If your project is complex, consider also including a graphic timeline or Gantt chart. Complete the schedule table, showing the project phase, specific task, and start and end dates.List all of the products that you will submit to the client during the life of the project.Complete the roles and responsibilities table, explaining the duties of each member of the project team.You can outline them in a list format to keep things simple. Describe the objectives of the project.Clearly defining the scope before you begin work can prevent future confusion and issues. In the Scope section, describe every activity that will occur during the project timeline.Identify the client's needs and the problem that needs to be solved.

#PROJECT PLANNER TEMPLATES DOWNLOAD#

This project plan template is available for download as a Microsoft Word document, Google doc, or PDF.

Project planner templates