Project plan template

Define your project goals, deliverables, and deadlines up front.

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You want to make sure teams in your organization are able to advance projects with ease and efficiency.  This project plan template makes managing projects of any size and complexity easier while also keeping  stakeholders in the know.

How to use the Project plan template:

Step 1. Project key players

Identifying roles and responsibilities is an essential phase of your project planning process. Use List Data and User Options to select your project's driver, approver, contributors, and stakeholders.

  • The project driver is the person who will lead the project to its completion.
  • The approver or the gatekeeper decides whether the project is a go or no-go.
  • Contributors include anyone who will be helping with the project.
  • Stakeholders are the people who are invested in the project's outcome.

Step 2. The project details

With the key players sorted out, now it's time to clearly articulate the project’s objective. Keep it straightforward. and include important milestones to monitor the project's progress from start to finish. Consider including the following details:

  • The project due date using Date Data macro which allows you to enter the date in your preferred format.
  • The project's key outcomes that will be monitored by the project's key-players using Text Data macro.
  • The project status using List Data and List Options macros which allows you to identify and track the status of the project as it moves through different phases .
  • Last but not least, the project problem statement.

3. The project scope

One of the common reasons that projects get off track or expand beyond the original intent is that the scope is not clearly defined from the outset. Use this section to lay out the project elements into three categories -  must-have, nice to have, and not in consideration.  This will contain the scope of the project and help the team and individual members maintain focus on the tasks as hand. Use the Text Data macro in the roadmap section to insert your roadmap image or board if there is any.

4. Milestones and deadlines

To meet the project's delivery date, it helps to set smaller milestones and deadlines to monitor progress and keep the project on track. Use the information defined in the scope section and break it into smaller, more manageable milestones, or tasks, that are easier to tackle and complete. For each milestone, remember to include the person with primary responsibility, the deadline, current status of the milestone and any other key information.

5. Related reference materials

If there is any materials that is good to share with the team, feel free to drop it in the "Relevant links" section. For example, information such as previous research on the same topic or a survey result can provide insights for the current project. This helps the team and keeps important links or materials organized and easily accessible.



Hosting platform

Server, Data Center

Expand to use this template in your instance using storage format. Our quick start video will help you get up and running fast!

Wondering how to install EDT at your instance?

A simple step by step video is ready.  Here at Youtube!