Project Management Plan: Samples, Examples & Free Template

Learn how to create a project management plan that actually works and ensures you get your project over the line on time and on budget, with samples and examples

Table of Contents

What is a project management plan, what is a project management plan used for, what are the main elements of a project plan, how to write a project management plan, sample project management plan outline, using our project management plan template to build your project plan, project management plan: faq's.

A project management plan is a comprehensive document that outlines how a project will be executed, monitored, controlled and closed. For project managers and their teams, it's the ultimate toolkit for achieving their objectives while managing day-to-day pressures such as time, cost, scope, resourcing and risk. This guide outlines what a project management plan is used for, why it's important , and offers a step-by-step guide on how to make one that actually works.

Your project plan document is where you go deep on the ins, outs, overs, and unders of your project. It's where you break this vision down into the day-to-day execution of your project, covering everything you need to do to reach your project goals.

A detailed project plan will plot out everything from timelines to budget, resourcing to deliverables, and more, giving you a blueprint of what needs to be done (and when) that you can use to guide — and assess — your project.

The key components of a project management plan are:

Project Objectives

Scope Statement

Schedule Management

Cost Management

Resource Management

Communication Plan

Stakeholder Management

Procurement Management

Closure Criteria

Project Organization

Ready to get down to business? Here are 5 key things you need to do when writing a project plan.

1. Identify the baselines for your project

Before you begin writing a project plan, you need to make sure you have the basics down. Start by identifying the baselines for the project’s scope, schedule and cost, as the rest of your project planning will need to fit in around those constraints.

As mentioned above, these baselines should already be roughly outlined in your project charter — but here’s where you really start to map them out and create accurate estimates. And the more detailed, the better, because these are what you’ll be using for comparison to measure how your project performs.

2. Identify your project dependencies

Or in other words, ask yourself: what needs to happen before this other thing can happen? Identifying your project dependencies at the outset of your project means you can plan your timelines more efficiently, spot potential blockers, and ensure that you avoid unnecessary delays.

3. Identify project stakeholders

You’ll already have done the groundwork for this in your stakeholder analysis, but as you flesh out your project management plan and think through the phases of your project in more detail, you’ll likely start to find more project stakeholders at each phase.

Now is also a good time to go deeper on which stakeholders need to be informed and involved at which stages, for a more comprehensive stakeholder management plan you can use at each phase of your project.

4. Identify project milestones

What are the key markers of your project’s progress? It can be a concrete deliverable, the end of a phase in a stage-gate process — whatever milestones make sense to you, breaking your project down into manageable chunks, each with a defined goal, helps to keep the team motivated, allows you to celebrate each achievement, and signposts how the overall progress is coming along.  Learn more about using Milestones here .

planned vs actual milestones Teamwork

5. Identify who’s responsible for what

Once you start to get a big-picture understanding of the work that’s needed and the resources you have to complete it, you can start deciding who should do what. Giving each item an owner is essential to getting things done. No more “oh, was I supposed to do that?” — once you identify who’s responsible for what, you can ensure accountability and transparency.

The 5 Stages of Team Development

The 5 Stages of Team Development

All teams develop according to some natural patterns and using that knowledge, you can offer some guidance to build the kind of team that communicates well and finds better ways to collaborate and achieve the goals you’ve established. Here’s what you need to know.

Now let's go through a sample project plan. In the below example, we highlight the main sections of the plan and what needs to be included in each one to set your project up for success.

Section 1: Executive summary

The executive summary offers a concise overview of the entire project. It includes key highlights such as the project's purpose, objectives, scope, timeline, budget, and major stakeholders. It's often the first section stakeholders read to get a high-level understanding of the project.

Section 2: Project introduction

This section sets the stage by providing context and background information about the project. It explains why the project is being undertaken and introduces the main objectives and scope of the project.

Section 3: Project objectives

Here, the project's specific goals and objectives are outlined in detail. Objectives should be SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) to provide clarity and guidance.

Section 4: Project scope

The scope section defines what is included and excluded from the project. It helps prevent scope creep by establishing clear boundaries and also mentions any assumptions and constraints that may affect the project.

Section 5: Schedule management

This section details the project's timeline, including milestones and deadlines. It breaks down the project into tasks and identifies task dependencies. Often, visual representations like Gantt charts are used for clarity.

Section 6: Cost management

Here, the project budget is presented, including cost estimates for various project components. It may also outline cost control measures to ensure the project stays within budget.

Section 7: Quality management

This section focuses on the quality standards and objectives for the project. It describes quality control and assurance processes, as well as any inspection and testing procedures that will be implemented.

Project management template

Save time on setup without sacrificing attention to detail. With our project management template, you can quickly create project management plans that help you complete your project on time and on budget.

Section 8: Resource management

In this section, the project team is introduced, and roles and responsibilities are defined. It addresses resource allocation, scheduling, and, if applicable, procurement needs.

Section 9: Risk management

The risk management section identifies potential risks and uncertainties that could impact the project. It discusses risk assessment, prioritization, and mitigation strategies to reduce the impact of these risks.

Section 10: Communication plan

The communication plan outlines how project information will be shared with stakeholders and team members. It specifies communication methods, frequency, and reporting channels to ensure effective communication throughout the project.

Section 11: Stakeholder management

This section lists project stakeholders and analyzes their interests, influence, and expectations. It also outlines strategies for engaging and managing these stakeholders to ensure their needs are addressed.

Section 12: Procurement management

If procurement of goods or services is involved, this section explains the procurement strategy, vendor selection criteria, and how contracts will be managed.

Section 13: Change management

Change management procedures are detailed here, including how changes to the project scope, schedule, or other aspects will be requested, evaluated, approved, and communicated.

Section 14: Closure criteria

Criteria for determining when the project is complete and ready for closure are specified in this section. It may also include plans for project handover and post-project evaluation.

Section 15: Project organization

This section describes the project team's structure, roles, and responsibilities, ensuring everyone understands their positions and reporting lines. It may also mention external stakeholders and their roles if applicable.

Once you’ve documented your project management plan, bring it to life with a project management tool that will help you to stay on track, keep your team accountable, and promote transparency.

Here are 3 ways you can use Teamwork.com to supercharge your project management plan.

Add your supporting documentation to Teamwork Spaces

Spaces

Use the Teamwork.com and Teamwork Spaces integration to link a project in Teamwork.com with a space in Teamwork Spaces, so your important project documents are only ever a click away.

Some documents you might want to add in addition to your project charter and project management plan include:

Scoping documents

Risk assessments

Change management plans

SOPs for important project processes

List of stakeholders and their roles

Outline of approval processes

Communications management plan

Any other best practices documentation or supporting info as necessary

You can even embed task lists into your pages and mark tasks as complete right from Teamwork Spaces, so you can keep work flowing without even needing to switch tabs.

Start adding your Milestones

Break down your work into Milestones and task lists that are going to help you reach them. With Teamwork.com, you can assign an owner to each Milestone, map out your Milestone due dates and see them represented in the project calendar, and even get a full change history for milestones so you can track any edits.

Visualize your task dependencies with a Gantt chart

Gantt chart-style views are a useful way to get a visual representation of your tasks and their dependencies, allowing for better scheduling and resourcing. In Teamwork.com, you can drag and drop to quickly rearrange your project schedule , without throwing everything out of order or straying off-plan.

Remember: software should support the way you work, not dictate it. So regardless of methodology or team type, create a project plan that works for you and your team — and find a tool that helps you put it into action.

Use our project plan template

Now that you know how to create a project management plan that actually works, you’re ready to implement using our team management software . To help you get up and running quickly, we’ve created a ready to use project plan template . Our project template will help you quickly create project plans that ensure all of your projects are completed on time and on budget

What is a project management plan template?

A project management plan template is a pre-designed framework that provides a structured format for creating a project management plan. It serves as a starting point for project managers and teams to develop their specific project plans, saving time and ensuring that key project management components are properly addressed.

How can a template help you build a great project management plan?

A template can help you build a great project management plan by saving time, ensuring comprehensive coverage of project management aspects, and incorporating industry best practices and visual aids for clarity. They also support collaboration, version control, and customization to fit the unique needs of each project, making them a valuable tool for project managers in achieving successful project outcomes.

What is the main purpose of a project management plan?

The main purpose of a project management plan is to provide a comprehensive and structured roadmap for successfully executing, monitoring, controlling, and closing a project. It serves as a central document that outlines project objectives, scope, schedule, budget, quality standards, resource allocation, risk management strategies, and communication approaches.

What tools do I need to help manage a project plan?

To effectively manage a project plan, you'll need a set of tools and software that cover various aspects of project management. These include project management software, communication and collaboration platforms, file and document management solutions, time and task tracking apps, and budgeting and financial management tools.

What steps are involved in the project planning process?

The steps involved in the project planning process include defining specific project objectives and scope, identifying deliverables and key milestones, budgets, risk assessment and quality control measures. It should also include a communication plan and stakeholder engagement strategies.

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How to write an effective project plan in 6 simple steps

Deanna deBara

Contributing writer

If you’re a Type A personality, project planning might sound like music to your ears. Setting deadlines, organizing tasks, and creating order out of chaos — what’s not to love?

The reality is that project planning isn’t for everyone. In one survey by Association for Project Management, 76% of project professionals said their main project was a source of stress . Poor planning, unclear responsibilities, and overallocation are often the culprits behind the stress. 

An effective project plan helps teams stay within budget, scope, and schedule, while delivering quality work. In short, it gets you to the finish line without the stress.  

What is a project plan?

A project plan, also known as a work plan, is a blueprint of your project lifecycle. It’s like a roadmap — it clearly outlines how to get from where you are now (the beginning of the project) to where you want to go (the successful completion of the project). 

“A project plan is an action plan outlining how…[to] accomplish project goals,” says Jami Yazdani , certified Project Management Professional (PMP), project coach, project management consultant, and founder of Yazdani Consulting and Facilitation . 

A comprehensive project plan includes the project schedule, project scope, due dates, and deliverables. Writing a good project plan is key for any new, complex project in the pipeline.

Why Are Project Plans Important?

Project plans allow you to visualize your entire project, from beginning to end—and develop a clear strategy to get from point A to point B. Project plans steer stakeholders in the right direction and keep team members accountable with a common baseline.  

Project plans help you stay agile

Projects are bound by what is traditionally called the “iron triangle” of project management . It means that project managers have to work within the three constraints of scope, resources (project budget and teams), and schedule. You cannot make changes to one without impacting the other two.    

Modern-day project management has shifted to a more agile approach, with a focus on quality. This means that resources and schedules remain unchanged but a fixed number of iterations (flexible scope) helps teams deliver better quality and more value. 

A project plan puts this “agile triangle” in place by mapping out resources, schedules, and the number of iterations — sprints if you’re using a Scrum framework and work in progress (WIP) limits if you’re using the Kanban methodology . 

As Yazdani points out, “Project plans help us strategize a path to project success, allowing us to consider the factors that will impact our project, from stakeholders to budget to schedule delays, and plan how to maximize or mitigate these factors.” 

Project plans provide complete visibility

A project plan, when created with a comprehensive project management software , gives you 360-degree visibility throughout the project lifecycle. 

As a project manager, you need a single source of truth on team members and their project tasks, project scope, project objectives, and project timelines. A detailed project plan gives you this visibility and helps teams stay on track.

screenshot of a Jira Work Management project board

Project plans also help to get everyone involved on the same page, setting clear expectations around what needs to be accomplished, when, and by who. 

“Project plans create a framework for measuring project progress and success,” says Yazdani. “Project plans set clear expectations for…stakeholders by outlining exactly what…will [be accomplished] and when it will be delivered.”

Project plans boost engagement and productivity

A well-written project plan clarifies how each individual team member’s contributions play into the larger scope of the project and align with company goals. When employees see how their work directly impacts organizational growth, it generates buy-in and drives engagement , which is critical to a project’s success. 

“Project plans provide…teams with purpose and direction,” says Yazdani. “Transparent project plans show team members how their individual tasks and responsibilities contribute to the overall success of the project, encouraging engagement and collaboration.”

How To Write A Project Plan in 6 Steps

Writing a project plan requires, well, planning. Ideally, the seeds for a project plan need to be sowed before internal project sign-off begins. Before that sign-off, conduct capacity planning to estimate the resources you will need and if they’re available for the duration of the project. After all, you want to set your teams up for success with realistic end dates, buffer time to recharge or catch up in case of unexpected delays, and deliver quality work without experiencing burnout .

Based on organizational capacity, you can lay down project timelines and map out scope as well as success metrics, outline tasks, and build a feedback loop into your project plan. Follow these project planning steps to create a winning plan:      

1. Establish Project Scope And Metrics

Defining your project scope is essential to protecting your iron, or agile, triangle from crumbling. Too often, projects are hit with scope creep , causing delays, budget overruns, and anxiety.

“Clearly define your project’s scope or overall purpose,” says Yazdani. “Confirm any project parameters or constraints, like budget, resource availability, and timeline,” says Yazdani.

A project purpose statement is a high-level brief that defines the what, who, and why of the project along with how and when the goal will be accomplished. But just as important as defining your project scope and purpose is defining what metrics you’re going to use to track progress.

“Establish how you will measure success,” says Yazdani. “Are there metrics, performance criteria, or quality standards you need to meet?”

Clearly defining what your project is, the project’s overall purpose, and how you’re going to measure success lays the foundation for the rest of your project plan—so make sure you take the time to define each of these elements from the get-go.

2. Identify Key Project Stakeholders 

Get clarity on the team members you need to bring the project to life. In other words, identify the key stakeholders of the project. 

“List individuals or groups who will be impacted by the project,” says Yazdani. 

In addition to identifying who needs to be involved in the project, think about how they’ll need to be involved—and at what level. Use a tool like Confluence to run a virtual session to clarify roles and responsibilities, and find gaps that need to be filled. 

Let’s say you’re managing a cross-functional project to launch a new marketing campaign that includes team members from your marketing, design, and sales departments. 

When identifying your key stakeholders, you might create different lists based on the responsibility or level of involvement with the project:

  • Decision-makers (who will need to provide input at each step of the project)
  • Managers (who will be overseeing employees within their department) 
  • Creative talent (who will be actually creating the project deliverables for the campaign) from each department. 

Give your project plan an edge by using a Confluence template like the one below to outline roles and responsibilities.

confluence template preview for roles and responsibility document

Define roles, discuss responsibilities, and clarify which tasks fall under each teammate’s purview using this Confluence template. 

Getting clarity on who needs to be involved in the project—and how they’re going to be involved—will help guide the rest of the project plan writing process (particularly when it comes to creating and assigning tasks).

3. Outline Deliverables

Now is the time to get granular.

Each project milestone comprises a series of smaller, tangible tasks that your teams need to produce. While a big-picture view keeps teams aligned, you need signposts along the way to guide them on a day-to-day or weekly basis. Create a list of deliverables that will help you achieve the greater vision of the project. 

“What will you create, build, design, produce, accomplish or deliver?” says Yazdani. “Clearly outline your project’s concrete and tangible deliverables or outcomes.” Centralize these deliverables in a Trello board with designated cards for each one, like in the example below, so you keep work moving forward.

trello board that shows tasks organized into status columns

Each card on a board represents tasks and ideas and you can move cards across lists to show progress.

Defining the concrete items you need your project to deliver will help you reverse-engineer the things that need to happen to bring those items to life—which is a must before moving on to the next step.

4. Develop Actionable Tasks

Task management is an important component of any project plan because they help employees see what exactly they need to accomplish. Drill down those deliverables into actionable tasks to assign to your team. 

You can use either Confluence or Jira for different task management needs. If you want to track tasks alongside your work, like action items from a meeting or small team projects, it’s best to use Confluence. But if a project has multiple teams and you need insight into workflows, task history, and reporting, Jira makes it easy.      

“Let your deliverables guide the work of the project,” says Yazdani. “Break down each deliverable into smaller and smaller components until you get to an actionable task.” If a major deliverable is a set of content pieces, the smaller actionable tasks would be to create topic ideas, conduct research, and create outlines for each topic.  

Once you’ve broken down all of your deliverables into manageable, assignable subtasks, analyze how each of those tasks interacts with each other. That way, you can plan, prioritize, assign, and add deadlines accordingly.  

“Highlight any dependencies between tasks, such as tasks that can’t be started until another task is complete,” says Yazdani. “List any resources you will need to accomplish these tasks.”

When a task has multiple assignees, you need to streamline the workflow in your project plan. Say the content pieces you outlined need to be edited or peer-reviewed. A couple of articles may need an interview with a subject matter expert. Lay down a stage-by-stage process of each piece of content and pinpoint when each team member comes into play so you prevent bottlenecks and adjust timeframes.     

5. Assign Tasks And Deadlines

Assign tasks to your team and collaborate with employees to set deadlines for each task. When you involve employees in setting workloads and deadlines , you increase ownership and boost the chances of delivering quality work on time.  

After all, you want to move projects forward at a steady pace, but you also want to make sure your teams stay motivated and engaged. So, when writing your project plan, make sure to “set realistic and achievable deadlines for completing tasks and deliverables,” says Yazdani. “Highlight dates that are inflexible and factor in task dependencies. Add in milestones or checkpoints to monitor progress and celebrate successes .”

project assignment sample

Use Jira and Confluence to create tasks that live alongside your project plan or meeting agendas.

Once you map out all of your tasks and deadlines, you should have a clear picture of how and when your project is going to come together—and the initial writing process is just about finished.

But that doesn’t mean your project plan is complete! There’s one more key step to the process.

6. Share, Gather Feedback, And Adjust The Project Plan As Necessary

While steps 1 through 5 may make up your initial writing process, if you want your project plan to be as strong and complete as it can be, it’s important to share it with your team—and get their input on how they think it can be improved.

“Share the plan with your project team and key stakeholders, gathering feedback to make adjustments and improvements,” says Yazdani. 

A tool like Confluence helps knowledge flow freely within teams and departments, leading to better teamwork, higher collaboration, and a shared understanding of priorities. Coworkers can use comments, mentions, notifications, and co-editing capabilities to provide and discuss feedback. 

After you gather your team’s feedback —and make any necessary adjustments based on that feedback—you can consider your project plan complete. Hooray! 

But as your project progresses, things may change or evolve—so it’s important to stay flexible and make changes and adjustments as needed.

“Expect to update your plan as you gather more information, encounter changing requirements and delays, and learn from feedback and mistakes,” says Yazdani. “By using your project plan to guide your activities and measure progress, you’ll be able to refine and improve your plan as you move through the project, tweaking tasks and deadlines as deliverables are developed.”

Download a  template to create your project plan and customize it based on your needs.

Example of a simple project plan 

A project plan doesn’t have to be a complicated spreadsheet with multiple tabs and drop-down menus. It’s best to use a project planning tool like Confluence — or at least a project plan template — to make sure you cover every aspect of the project. A simple project plan includes these elements:

  • Project name, brief summary, and objective.
  • Project players or team members who will drive the project, along with their roles and responsibilities.
  • Key outcomes and due dates.
  • Project elements, ideally divided into must-have, nice-to-have and not-in-scope categories.
  • Milestones, milestone owners, and a project end date.
  • Reference material relevant to the project.

Project plan Confluence template

Best Practices For Writing Effective Project Plans

A project planning process can quickly turn into a mishmash of goals and tasks that end up in chaos but these best practices can give you a framework to create a project plan that leads to success.

Use Other Project Plans For Inspiration

There’s no need to reinvent the wheel for every new project! Instead, look to other successful project plans for inspiration—and use them as a guide when writing the plan for your project.

“Review templates and plans for similar projects, or for other projects within your organization or industry, to get ideas for structuring and drafting your own plan,” says Yazdani.

To get started, use a Trello project management template and customize it for your project plan by creating unique lists and adding cards under each list.

Trello-Project-Management-template

Build your team’s ideal workflow and mark each stage of the project plan as a list, with cards for each task. 

Get Your Team Involved In The Process

You may be in charge of spearheading the project. But that doesn’t mean that you have to—or even that you should—write the project plan alone. 

“Collaborate with your project team and key stakeholders on crafting a project plan,” says Yazdani. “Input into the project plan supports buy-in to project goals and encourages continued engagement throughout the project.”

With Confluence , you can organize project details in a centralized space and build a project plan collaboratively.

Don’t Let Perfect Be The Enemy Of The Good

You may be tempted to write (and rewrite) your project plan until you’ve got every detail mapped out perfectly. But spending too much time trying to get everything “perfect” can actually hold up the project. So don’t let perfect be the enemy of the good—and instead of getting caught up in getting everything perfect from the get-go, stay willing and flexible to adjust your project plan as you move forward.

“Focus on outcomes, not plan perfection,” says Yazdani. “While it would be awesome for the first draft of our plan to require no changes while also inspiring our team and ensuring project success, our goal shouldn’t be a perfect plan. Our goal is a plan that allows us to successfully deliver on project goals. Responsiveness to changing needs and a shifting environment is more important than plan perfection.”

Use the right tools to succeed with your project plan

Writing a project plan, especially if you’re new to the process, can feel overwhelming. But now that you know the exact steps to write one, make sure you have the tools you need to create a strong, cohesive plan from the ground up—and watch your project thrive as a result. 

Atlassian Together can help with project planning and management with a powerful combination of tools that make work flow across teams.

Guide your team to project success with Atlassian Together’s suite of products.

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A guide to project planning (with template and examples)

project assignment sample

“Hi, Aniket, good to see you again!” My manager greeted me after I came back from my two-month annual vacation to India. Back then, I was working as a product manager at Zalando, one of Europe’s biggest fashion e-commerce companies.

A Guide To Project Planning (With Template And Examples)

After coming back, I asked my manager if she knew what I would be working on next. We had a one-hour meeting and I learned that I’d be leading one of the most complex products — a completely new version of our in-house content management system. I was elated, to say the least.

At the end of the day, I was assigned the task of coming up with a rough project plan for this product. Even though I had worked on creating multiple project plans back then, I was nervous. This product was complicated and had hundreds of use cases. I didn’t know where to start. This was the first taste of building a project plan for a highly complex product.

In this blog, we’ll cover the importance of project planning and its key elements. We’ll look at a project plan template, walk through a realistic example, and cover tips for efficient project planning in your organization. Let’s get started!

Background information: The project management lifecycle

Before we get into project planning, it’s important to understand the lifecycle of a project:

Project Management Lifecycle

  • Initiation — this is the start of the project. Ideally, this is where the need of the project is identified and the project is defined
  • Planning — this includes the end-to-end planning of the project. The main parts of the planning are defining project goals, scope, complexity, effort, timeline, budget, and risk management
  • Execution — this phase is where all the relevant teams come together and execute their part of the project
  • Continuous monitoring — throughout the project, progress is monitored and controlled. Any deviations or blockers are clarified for a smooth delivery
  • Closing — this is the last phase of the project where the work is reviewed and, depending on the feedback, the project closes

Since we are focusing on project planning, we’ll deep-dive into its different elements. However, to do that, we first need to understand why project planning is important.

The importance of project planning

The project that I was given to lead at Zalando was a highly complex one. The estimated timeline for completing the project was one year — this is fairly high in the software development world.

There were three engineering teams involved each with 7–8 team members. When it comes to complex projects, it’s essential to have a strong project plan in place.

Here are a few reasons why project planning is important:

Clarifies goals and objectives at the beginning

As they say “without a goal, you can’t score.”

Every project needs a goal or outcome for the team to understand what they are supposed to do. Project planning helps achieve that.

Helps with timeline and budget

Initial project planning helps to understand how much estimated time the team will take and how much money the project requires. The latter includes salaries of employees, hardware costs, training, etc.

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Identifies risks early on

This is an extremely important part of a project plan. Project planning helps identify potential blockers or risks , thereby enabling the project manager and teams to create a risk mitigation strategy.

Increases collaboration

A strong project plan helps everyone understand their responsibilities. This, in turn, helps the teams collaborate effectively and finish the project within the timeframe.

Key elements of project planning

Next, let’s review the key elements of project planning:

Key Elements Of Project Planning

This is pretty self-explanatory, it’s what the project is going to hopefully achieve by the end. It’s important to have SMART goals so they’re as specific and unambiguous as possible.

This is the very first element of a project plan that the team decides on. Scope helps the teams understand what they need to achieve and gives direction to the product. Scope typically includes objectives, goals, expected deliveries, and project limitations.

This helps teams understand when they need to deliver the project and how to divide the project into small, executable milestones that fit into the total timeline. It also includes the allocation of resources, personnel equipment, and necessary training.

The budget details the financial part of the project. Questions like how much total money needs to be spent to finish the project, what are the funding sources, what are the revenue projects, etc. are answered via budgeting. This also includes the salaries of team members, training costs, equipment costs, etc.

Every project comes with its own risks. Risks are factors that could impact the project’s successful completion. These could be the availability of resources, legal and/or regulatory compliance, or technology limitations.

Assessing risks early on helps detail how they can be mitigated to successfully deliver the project. One point to note is that it’s not possible to identify all the risks early on. For example, no companies could predict the magnitude of the outbreak of COVID-19. This proves that some risks are beyond the control of the company and teams.

Communication plan

A project requires effective collaboration between different team members, such as designers, engineers, marketers, sales personnel, etc. To achieve this, a project needs to have a strong communication plan. This includes meeting schedules, modes of communication, and reporting requirements.

Change management plan

As mentioned in the risks section, there are times when the project needs to change because of unidentified or unplanned risks. These changes might affect the scope, timeline, budget, resources, or any other part of a project.

This is why a change management plan needs to be discussed. This plan outlines how a project can be changed, how to communicate changes to stakeholders, and how to address concerns or conflicts.

Stakeholder management plan

Every project has stakeholders. Stakeholders can either play an active role in finishing projects, such as engineering and designers, or simply may just be interested in the status of the project, such as higher management.

Having a stakeholder management plan will keep the stakeholders educated and engaged, thereby removing any blockers or concerns.

Team roles and responsibilities

As mentioned earlier, a project requires active collaboration between different teams and team members. This is why a clear definition of who will work on what is extremely important. It also helps to outline the responsibilities of every team member, project manager, project sponsor, etc.

Project plan template

Project Plan Template Screenshot

Here is a free project plan template that I created. Feel free to use it at your convenience. This highlights all the points that are mentioned above in the key elements of the project planning section.

You can make a copy of this template to customize for your projects by going to File > Make a copy .

Project plan example

Let’s go through an example to create a project plan using the above template.

Project goal

We’ll start with the project goal. As mentioned earlier, the first part of a project plan is to understand the needs of the project. The outcome of this is to have a specific goal and outcome. This is the most critical part since it will drive the entire project.

For example, let’s say we work for an established e-commerce company that’s doing well in selling fashion products and we’ve already identified a need of selling second-hand products. In this case, the goal is to “enable sellers to sell second-hand products at their desired price.”

Once the goal is identified, the next step is to define the scope. This helps to deliver results faster. Here’s an example: to enable sellers to sell second-hand products at their desired price on an e-commerce shop, we need to: enable a new categorization “second-hand” on the website for the users to discover; build systems to enable sellers to sell the second product at their desired rates; and define return and exchange policies.

These are just a few of the things that the team will need to work on. And hence, it’s important to scope the project so that it’s easier for the team to deliver. For example, enable sellers to sell second-hand t-shirts at their desired price. This will help the team only focus on one category as compared to tens of other categories, thereby having a clear scope to work on.

Next, we have timeline. As mentioned previously, this helps the team know how soon they need to deliver the project. For our example, we could say that our goal to enable sellers to sell second-hand t-shirts at their desired price should be finished in three months. Every month, there will be a smaller release related to the project goal.

Next up is the budget. This falls in the bucket of the sponsor. Usually, that’s someone from higher management. We need to know what physical resources, human resources, and physical locations are necessary

For example:

  • Six sets of hardware for six team members with the associated software
  • Six team members: three backend, two frontend, and one project manager
  • Office space for seating six

Risks are an extremely critical part of a project that helps identify potential risks early on and create a contingency plan. We can ask ourselves things like, “What if the project is not delivered within the timeline?” “What if the project requires more budget?” or “What if the company doesn’t find sellers to sell second-hand products?”

For the first question, we could de-scope the project depending on what needs to be finished. For the second, evaluate the reasons and find funding opportunities, And for the third question, we could understand the reasoning and iterate the product (or close it, depending on the feedback).

This is the backbone of the project and keeps the project audience together.

Here’s an example of a communication plan:

  • A weekly check-in between all the stakeholders
  • A bi-weekly newsletter to keep all the stakeholders informed
  • A Google chat for the stakeholders to communicate daily

Questions such as “What happens if something goes wrong?” are taken care of in this section.

I nform the primary stakeholders, who, in this case, are higher management (including the CEO, CTO, and CPO) ASAP in case of changes. Also, evaluate the cost of the change and communicate the same.

This part talks about who are the relevant stakeholders, how should they be informed, and how often. In this case, the stakeholders are the higher management, engineering team, operations team, and design team. They should be informed via email once every two weeks.

Lastly, every project requires active collaboration between different teams. And hence why it’s necessary to understand who is involved in the project and what their roles are.

For example, engineering will work to build the software, the design team will design the features and the end-to-end flow, and the project manager will lead the project.

Here is the template with all the filled answers.

Template Filled Out With Examples

5 tips for effective project planning

The following are some lessons learned and advice I’d give for effective project planning:

  • Involve all the relevant stakeholders from day one . Sometimes, engineering or design is included later, which impacts not only the timeline but even the scope of the project
  • Create a realistic timeline . Include buffers, vacation days of team members, sick leaves, and holidays. Unexpected incidents happen and its best is to consider them in project planning right at the start
  • Maintain active communication . It’s better to over-communicate than under-communicate. Also, having active regular communication can help identify the roadblock or risks earlier
  • Identify the right stakeholders and prioritize them . Some stakeholders will be the sponsors or participants, and hence will be very active during the entire project. Others will be passive. Classify the stakeholders and communicate with them regularly according to priority
  • Be agile . Always prepare for the worst case and keep the team agile. This includes creating a strong change management plan and determining the potential risks early on.

A good project plan can help the team sail the winds smoothly. It forms the backbone of the project. A project plan can give clear visibility to all stakeholders, thereby helping everyone accomplish the desired goal.

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One Reply to "A guide to project planning (with template and examples)"

Thanks a lot for your hard work and great samples! Really appreciate. I think project planning also requires digital tools for planning. Kanbantool.com seems to be a great match here. I bet you have heard about kanban 🙂 Thanks once again and wish you luck, and all smooth i professional life 🙂

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project assignment sample

How to make an Assignment for Project Management

A project is the sequence of actions that is planned so that the goal is able to be accomplished. A project could last between a couple of days to several months, or even years based on the quantity that is required. Management principles for projects help in ensuring that the task is executed efficiently. It assists in analyzing the situation , and then plan and manage tasks that are relevant to the project so that it's possible to ensure the effective execution of the plan.

The courses in project management are taught using a mix of written university assignments on project management and case studies for projects. proposals for writing project scopes, scenarios, and also sample project management samples based on actual projects and management reports. Students often find it difficult to comprehend project management essays since this course takes place in an interconnected mixture of finance, accounting management, business, and IT computer systems. If they do not have a comprehensive understanding of all these areas, students frequently fail in their project management assignments as well as the scope of their work can result in poor marks. It is difficult to gain a comprehensive understanding of these areas with extremely short deadlines and rigid timetables for study is not possible.

The professionals in the Project Management at Assignment Work will assist you in delivering the most effective work in the field of Project Management. The report will be so complete and precise that you'll never think that it's being performed by an outsider. The professionals who offer assistance with your Project Management Assignment online are experts certified and are part of the business sector exclusively. Before we get into our options for assignment assistance, we'd like to provide a short overview of assistance with project management assignments and the importance of it.

What is Project Management?

Project management is the application the knowledge, skills, and experience using a an official set of tools and techniques to a vast array of activities in order to fulfill the needs that the task. Project management requires specialized understanding and expertise. It's achieved by several procedures, including starting, planning, executing the project, coordinating, and closing projects. They are executed by the project manager and his team. Teams of project managers oversee the activities of the project, which includes different demands on costs, scope, time as well as risk and high-quality stakeholders who have different needs.

To provide an error-free project management plan and a project management assignment assistance report AHECounselling guarantees that you receive the top report written by PMP certified (project management plan) experts around the globe. Because the experts are part of the field, you can be assured of high-quality and a fault-free report on project management. The plan is based on the timeline, resources for activities and other pertinent details. We guarantee that you will provide the correct project management plans according to the guidelines provided by your college or university.

There are many methods that are used for various purposes in obtaining results using Project Management Plan.

* Critical Chain Project Management

* Agile Scheduling

* Waterfall

* Critical Path Method

Our academic experts will provide the highest quality of your project management task and provide an analysis that makes utilization of an extensive array of applications within the fields of integration cost and quality, human resource procurement, scope, time communication, risk management and management of stakeholder.

Project management consists of five major processes, as described below.

The processes that initiate the project determine the nature and the scope that the undertaking will take. If this step is not executed properly, the project won't effective in meeting demands of the company. The team members require knowledge of business requirements and must make sure that all the necessary controls are included in their project.

The initial stage must include the following steps: analyze the business requirements and review of the operations currently in operation along with financial analysis of costs and benefits , including budget analysis for stakeholder analysis, user analysis, and the support staff for the project, which includes cost as well as deliverables, tasks and the timetable

Design and planning

Following the beginning phase, the project will be scheduled to the right degree of specifics. The goal is to establish the duration as well as resources, costs and time to determine the amount of work required and effectively reduce risk in the course of project execution.

Planning for projects generally involves the determination of how to plan a specific project, defining an outline of the plan, choosing the planning team, selecting deliverables and developing an outline of the structure for work choosing the necessary activities to finish those deliverables and connecting the tasks by estimating the required resources for the project as well as estimating the time and cost to develop the schedule, risk management getting formal approval before you start work.

Executing refers to the procedures that are used to finish the work which is outlined in the plan of the project to meet the requirements of the project. Execution requires coordination of personnel and resources, and taking care of the integration and execution of the project according to the project management plan. The deliverables are outcomes of the processes that are performed according to the specifications of the plan for managing projects.

Monitoring and Controlling

Monitoring and controlling is the procedures used to watch the execution of projects so that problems that could arise can be identified quickly and corrective actions can be initiated immediately, as needed and to ensure the proper execution for the undertaking. The primary advantage is that the performance of the project is monitored and evaluated regularly to detect deviations from the plan of management for the project.

Closing is an official acceptance of project as well as the end of the project. Administrative tasks include the archiving of the documents and files.

The different types of Management Methodologies and Examples

Waterfall is a good choice for is perfect for companies in industry particularly in design and development of products and construction.

PRINCE2 The project management approach is based upon the product, therefore its methods focus on getting concrete results , not on the scheduling of actions.

AGILE Methodology for Project Management: It assures flexibility and allows for the modification of the product at any time during the duration of the project. In the process of progressively completing all phases to produce the final product achieved. This is founded on of whatever is effective. It is suitable for the IT sector.

Scrum An approach for short-term planning that is suitable for the development of software. There isn't a project manager in this scenario; everything will be managed through an individual, the Scrum master, the person who starts and oversees the work that is done.

Kanban Kanban: This KANBAN system is a flexible method of managing projects that is rooted in JIT manufacturing processes. It uses labels and cards to determine the requirements. It is based on the traditional approach.

PMBOK PMBOK outlines several aspects of a plan in a linear fashion in which the problem/need as well as the scope and plan are established during the beginning phases. It is not a suitable method to use alongside other more flexible and agile methodologies. It is based on the traditional method.

LEAN It was used by Toyota in the 70's, it's ideal for industrial settings that is designed to ensure efficient production. The management determines what products to produce, so that teams can begin to work toward those goals.

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  • Project planning |
  • 30 project plan templates to kickstart ...

30 project plan templates to kickstart your best work

Jenny Thai contributor headshot

Embarking on a new project can be daunting, but the right tools make all the difference. Discover a suite of versatile project planning templates, ranging from simple charts to comprehensive agile and waterfall plans, designed to streamline your project management process. Setting objectives, defining deadlines, and improving teamwork are all made simple with Asana's free project plan templates.

We all love it when a project runs smoothly. When there’s a clear plan, everyone knows what needs to get done, and they follow deadlines, projects tend to get completed on time and within budget. But all that doesn’t just happen—it takes a lot of careful planning. 

What is a project plan template?

A project plan template is a duplicatable resource that outlines all the steps in a project plan. Typically, a project plan template includes essential project information, such as the project timeline, task due dates, the goal of the entire project, and project milestones, among other things. Essentially, a project template allows you to “plug and play” and get a head start on your work.

Since project plan templates are reusable, they give you the building blocks you need to get started planning your project—so you don’t have to start every one from scratch. Depending on what type of project you’re planning, your project plan template could include high-level sections, upcoming tasks, color-coded custom tags, and more. 

How to create a project plan template

A project plan template is a blueprint of the key components your team needs to know in order to successfully achieve your project objectives. A good project plan outlines your project deliverables , project scope , and project schedule . In particular, a good plan should track seven key project elements:

Success metrics

Key stakeholders and team roles

Milestones and deliverables

Timeline and schedule

Communication plan

Not every project plan template will have all of these elements baked in. However, a good template will set you up with example tasks to help you and your team answer project needs, plan project deliverables, and get started in record time.

30 free project plan templates to standardize your project processes

Project plan templates aren’t one-size-fits-all. While a simple project plan template should cover essential project information—like timeline and milestones—the template format will vary depending on the type of project you’re planning. For example, the plan for a product launch will be pretty different from an IT project plan. 

That’s where different project plan templates come in. Whether you’re launching a small, straightforward initiative or planning a complex project, Asana’s project plan templates can help. Here are 30 free project plan templates to help you get your next project up and running in no time.

General project planning templates

1. simple project chart template: get started.

[Product ui] Project chart in Asana (Timeline)

A project chart (also known as a Gantt chart template ) is a visual representation of your project plan on a bar-chart like graph. Project charts map out your project timeline, deliverable due dates, task dependencies, and milestones. 

A simple project chart template is a great jumping off point for breaking down projects into smaller, actionable steps. It helps you organize tasks, so you can see who on your team is responsible for what. Plus, since the template lets you quickly track progress in real-time, you can successfully plan and execute your project without missing any crucial steps.

2. Cross-functional project plan template: Collaborate across teams 

[Product UI] Project Plan Templates - Simple Project plan (Lists)

More often than not, projects require cross-team collaboration to be successful. When that’s the case, you need a way to easily communicate with each project team member, no matter what department they’re in. 

Our cross-functional project plan template can help. With this template, you can manage your entire project in one place—from assigning to-dos and tracking project status to communicating with other teams. Plus, Asana integrates with your other business apps, so you can attach important documents and collaborate right in the template. Say goodbye to long email threads and hard-to-find project information for good.

3. Capacity planning template: Manage team bandwidth 

[Product ui] Capacity planning project in Asana, spreadsheet-style project view (List)

Understanding the needed—and available—resources required for a project is a necessary step for every project team. But resource allocation can be tricky, and under-scoping a project can result in project creep. 

Creating a digital capacity planning template can help. Your template provides a place for you to calculate your project needs and determine the current capacity of your team—so you can compare the two and decide if you have enough resources. Custom, color-coded tags make it easy for you to quickly identify who is over- and under-capacity, so you can allocate resources accordingly.

4. Risk management plan template: Identify project risks

[product ui] risk management plan template in Asana (list view)

Project risk management , which identifies potential project risks and calculates their likelihood of happening, is a must-have for any project. Without an easy way to evaluate project risks, though, it’s a step that often falls by the wayside as project managers look to reduce steps in the project’s kick-off timeframe. Creating an easy-to-duplicate risk management plan template for your entire department or organization ensures you can elevate risks quickly—t even easier to get a handle on them.

Your template can be built at the start of your project, to determine the risk’s impact and likelihood before the project even kicks off. Then, you can use the template to monitor potential risks as the project begins, and to log new risks that come up once the project is underway. You can also assign each risk an owner, so everyone on your team knows who’s responsible for mitigating risks if they pop up.  

5. Agency collaboration template: Streamline external collaboration

[Product UI] Agency collaboration project example (Lists)

Most projects involve a team of internal collaborators. In some cases, though, you might turn to a marketing or creative agency to execute your project. Whether it’s an advertising campaign, brand refresh, or research initiative, a successful partnership starts with a clear plan and tight coordination. If you’re collaborating primarily through email or weekly conference calls, keeping everyone on the same page can be a challenge.

Fortunately, our agency collaboration template makes it easy for you to manage your next project with an external agency. Use it to draft your creative brief, keep an eye on start dates, monitor work in progress, and track deliverables, so you can focus on producing great work together.

6. Waterfall project management template: Update your project process

When managing projects that require a high level of sequential structure and clarity, the traditional approach of a waterfall project management plan comes into play. Unlike more flexible methodologies, the waterfall method excels in projects where each phase needs to be completed before the next begins. 

This is where a well-crafted waterfall project management template can be invaluable. It provides a clear, step-by-step roadmap of the project process to ensure all stages from conception to completion are meticulously planned and executed. For example, a waterfall project plan could detail every stage of a software development project, from initial requirements gathering to final testing to make certain each critical step is addressed.

Project planning templates for marketing and creative teams

7. product marketing template: plan your next launch.

[Product UI] Product marketing launch project in Asana (timeline view)

Product marketing managers juggle many responsibilities. They do market research to inform product strategy, craft messaging and positioning, and bring new products to life. They’re often also the de facto project manager of a product launch, coordinating across product, marketing, and creative teams to ensure that new products are ready to ship.

Instead of reinventing the wheel for every launch you’re running, use our product marketing launch template to create your plan. It includes steps like setting launch targets and defining a channel strategy, so you don’t forget any product launch essentials. And, since it’s duplicatable, you’ll never have to create a product launch checklist from scratch again.

8. Editorial calendar template: Hit publishing deadlines

[Product UI] Editorial calendar project in Asana (Calendar View)

Managing a content calendar is an ongoing project that requires you to stay on top of many moving parts. Every piece of content you create is like its own mini project with clearly defined steps, like assigning work to writers, producing visual assets, and coordinating reviews and copy edits.

To keep your content production on track, try our editorial calendar template . With this template, you can manage all the content you’re writing, editing, and publishing in one place—from idea to completion. Our custom tags make it easy to track everything from the post’s due date and channel to important assets. It also lets you simplify your cross-team collaboration, bringing together your social media, PR, marketing, and design teams in one place.

9. Marketing campaign management template: Map out your campaign plan

[Product UI] Campaign management project example (Timeline)

Planning and execution are key to a great marketing campaign. But managing a campaign isn’t easy, and it can feel overwhelming to keep track of every piece of work that needs to get done. What assets need to be created? Who is going to create them? And what if something falls through the cracks?

With our marketing campaign management template , you can map out your entire campaign plan and manage day-to-day execution with your team. Use it to track assets and deliverables, plan and execute your channel strategy, and more.

10. Event marketing plan template: Map out your event marketing efforts

[Product UI] Event planning project example (Timeline)

Building buzz is an important part of planning and organizing any event. Event marketing helps spread the word and generate excitement for your speakers and agenda—which in turn drives audience attendance. 

Asana’s event marketing plan template helps you organize your marketing plan for upcoming events. From planning the event all the way through day-of execution and post-event tasks, the template makes it easy for you to map out your promotional event efforts.

11. Marketing project plan template: Turn your strategy into action

[Product UI] Product marketing launch project overview report in Asana (Project Overview)

Marketing projects are complex. No matter what type of project you’re planning—from launching a specific marketing campaign to mapping out your yearly marketing plan —there are a lot of steps and team members involved in making a marketing plan successful. 

Our marketing project plan template provides a place for you to detail your marketing objectives and the steps you need to take for them to be successful. Asana’s template makes it easy for you to communicate and collaborate across teams, and jumpstarts productivity by removing the need for multiple spreadsheets or email threads. 

12. Event planning template: Coordinate your events

[Product UI] Event management project example (Timeline)

There’s a lot that goes into planning a successful event. You have to manage everything from the event budget down to logistical details and day-of event tasks. The ability to see the event timeline—meaning every step that has to be completed for your event to launch successfully—is a must-have. 

Our event planning template makes planning and organizing events easy. With our template, you can visualize your event plan in a timeline, see task dependencies, and schedule milestones to track event progress. Plus, our mobile app lets you view your event plan from anywhere, so you can tick off day-of event tasks on the go. 

13. Public relations project plan: Create consistency across campaigns 

There are a lot of small—but essential—steps that need to be followed to run a successful public relations campaign. And, since PR efforts tend to be cross-functional, it can be confusing determining who is responsible for what. 

A public relations project plan helps streamline your PR campaign process by making it easy to track important project information and communicate across teams. This template can act as a step-by-step guide for launching and executing a PR campaign, so you can maintain consistency across campaigns, no matter the size of your organization or team. The template also serves as a single system of record to house essential campaign information, such as details about the campaign, journalist contact information, campaign resources, and more. 

14. Podcast planning template: Plan better episodes 

Looking to launch a successful podcast? Keeping your podcast plan organized is key. Building a digital podcast planning template streamlines your podcast planning process by giving you a single space to organize everything from your pre-production tasks to your post-production marketing efforts. 

Plus, you can easily duplicate the template at the start of your episode planning, ensuring that the structure of every episode is consistent. Use the template to house your podcast notes, the episode script, and more—like copy for promotional tweets. You can even collaborate with your episode guests directly in the template by using custom forms or assigning them specific tasks.  

15. Design project plan template: Streamline your creative process 

[Product UI] Creative bill of materials template in Asana, spreadsheet-style project view (list)

Web, graphic, and product design teams are a vital part of any business. From designing social and promotional assets to creating animations, videos, and web assets, a lot of what your customer sees—and what draws them in—comes from your design team. 

With so many responsibilities, it can be difficult to keep track of upcoming and in-progress design work. Plus, never-ending feedback chains and emails can stall progress. Our design project plan template makes it easy for you to streamline your creative project planning process. Easily collaborate, track files, and share asset updates and progress in one place.

Product, IT, and operations templates

16. product roadmap template: track your product initiatives.

[Old product ui] Product roadmap template in Asana, spreadsheet-style project view (List)

There’s a lot that goes into tracking the product features, initiatives, and updates your team plans to launch within a given timeframe. With our product roadmap template , you can easily track and monitor each status of each launch, and provide greater visibility to stakeholders around what’s launching and when. 

Plus, since our product roadmap template allows you to organize your launches by different variables—such as priority or overarching theme—everyone in your organization can see how each launch corresponds to the company’s goals.

17. User research template: Organize UXR projects

[Old Product UI] Project Plan Templates - User Research Template (Lists)

User research is a critical part of the product development process. It’s during this phase that product managers and user experience researchers learn about the needs and goals of their customers, uncovering insights that unlock entirely new product opportunities.

Leading a research project is no small undertaking. From sourcing research participants and collecting data to analyzing that data and generating recommendations, there’s a lot to plan for and manage. Our user research template makes it easy to define research goals and questions with your team and keep your observations organized. This way, the fruits of your labor don’t become forgotten in a doc or Excel spreadsheet.

18. Product development plan template: Standardize the development process

Product development is the process of launching a new product, from ideation through the product launch. The entire product development process—which includes prototyping and testing—is complex and time-consuming. Add in the different teams you need for product development to be successful, and you have a recipe for a complicated process.

It doesn’t have to be that way. Creating a product development plan template streamlines your product development process, from coordinating cross-functional team communication to tracking development progress. Since it’s reusable, the template also helps standardize the workflow for future projects. 

19. Operations project plan template: Streamline business efficiency

[Old product ui] Operations project plan template in Asana, spreadsheet-style project view (List)

The operations department is responsible for keeping business-critical processes running smoothly. Our operations project plan template helps you track key details by creating a single system of record for all your work. Since the template is reusable, it makes it easy to document recurring operational processes. Plus, you can assign work directly in the template, so everyone knows what they’re responsible for and can communicate where work is being done. 

20. IT project plan: Organize your IT work

[Old product ui] IT project plan template in Asana, Kanban board style view (Boards)

Your IT team deals with a lot of important cross-team tasks, like launching software deployments, ordering equipment, and helping onboard new employees. Plus, everything they do requires a certain level of security. They need to be able to connect teams and tools in a way that’s scalable and secure. 

Asana’s IT project plan template helps your IT department manage and organize all their upcoming and completed tasks. Since you’re able to tailor project permissions to your organization, you can make sure the right people have access to information. Plus, Asana’s 200+ integrations make it easy for your team to work seamlessly with cross-functional partners.

21. Work requests template: Simplify the intake process

[Product UI] Work requests project example (Boards)

Work requests can quickly spiral out of control when they’re submitted through different avenues and in different formats. In order to make sure no requests are falling through the cracks, you need a central place to track and manage requests. And, to simplify the workflow for your team, you also need a project intake process to guarantee you’re getting the same information in each request.

Simply put, you need a work request template . Whether you’re receiving incoming creative briefs, work orders, or IT requests, having a single system of record for these requests is critical. Then, combine our work request template with Forms to guarantee you’re getting all of the critical details directly when requests are submitted.

22. Sales plan template: Set strong goals

[Old Product UI] Sales planning project in Asana, spreadsheet-style view with project deliverables (Lists)

Your sales and operation plan shouldn’t be a document you create at the beginning of a sales cycle and then put aside. In order for your sales teams to create and maintain a solid foundation, they need access to a finalized, structured sales plan—available where they work.

With an effective sales plan template , you have an easy, centralized way to record your sales teams’ objectives, target audience, revenue goals, strategies, and obstacles that might stand in your way. Try our sales plan template to get the structure you need to to close deals.

Project plan templates for HR teams 

23. hr project plan template: plan out hr work  .

[Old product ui] HR project plan in Asana, spreadsheet-style project view (List)

Your HR team is responsible for many processes and projects that empower employees and shape your organization’s culture. An HR project plan templat e makes it easy for you to plan and organize HR initiatives, track their progress, and manage priorities. Whether you’re launching new company goals, updating the hiring plan, or collecting employee feedback, Asana’s HR project plan template makes it easy to map out—and execute—your HR work. 

24. New employee onboarding: Standardize the onboarding process

[Product UI] Asana employee onboarding template example (Lists)

Onboarding can feel hectic for new hires. There are so many systems to set up, documents to sign, and tasks to complete. Plus, new hires have to learn all the nuances of their new company, like preferred communication methods and company policies. 

To ensure every new hire has the best experience—and is set up for success in their new role—it’s crucial to streamline the onboarding process. An employee onboarding template does just that by providing a single place where new hires can go to view their upcoming tasks, find reference documents, learn about their team, and more. Since onboarding templates outline everything the new hire needs to know from the beginning to the end of the onboarding process, it sets expectations from the start—smoothing out the process for you and your new employee.

25. Employee offboarding: Organize your offboarding process

[product ui] Employee offboarding checklist template in Asana, spreadsheet-style project view (List)

Like employee onboarding, employee offboarding can be labor-intensive—and, unlike onboarding, it’s a process that’s often overlooked. An employee offboarding template can help you streamline your offboarding process. With a single place to map out your offboarding tasks—from the paperwork that needs to be completed to the work transition plan—you can easily track your offboarding process. Plus, since templates are duplicatable, you can feel confident that you’re following the same steps for every outgoing employee.

26. Conference agenda template: Plan seamless events

[inline illustration] Conference agenda

Planning a productive conference takes work. In addition to coordinating with speakers and vendors, you also have to keep track of event details, including when and where conference events are happening. 

A conference agenda template can help you plan effective conferences with ease. Whether you’re planning a one- or multi-day conference or a virtual event, creating a conference agenda template in Asana is a great starting point for capturing all the information you need to run the event smoothly.

Cross-functional project planning templates

27. agile project plan template: team collaboration made easy.

In today's fast-paced project environments, teams often struggle with keeping everyone on the same page, especially when it comes to adapting to changes without disrupting the project lifecycle. This is where an agile project plan template can be a game-changer. An agile project plan is not just about flexibility; it's a strategic planning tool that allows for quick adjustments while keeping the project budget and overall objectives in sight. It’s designed to evolve as project needs change, ensuring that all team members are aligned and can collaborate effectively, regardless of project phase or complexity.

Agile methodology fosters a culture of collaboration and continuous improvement. It breaks down the traditional barriers of rigid planning and enables teams to respond swiftly to new information or changes in project scope. By regularly revisiting and adjusting the plan, teams can ensure their strategies are always aligned with the project's evolving needs and goals.

28. Sprint planning template: Keep your team on the same page

[Product UI] Sprint plans project in Asana (Boards)

Part of the larger Agile project process , sprint planning helps Agile project teams prioritize work and decide who has the capacity to take on certain projects. 

Your team is busy, and if you’re not communicating directly where work happens, it’s easy for team members to get confused about who’s working on what, what the status of the work is, and when the work is due. Our sprint planning template simplifies your sprint by creating a single system of record where everyone can see what’s coming up, what’s in progress, and what’s completed—freeing up time for your team to move quickly, build fast, and ship often.

29. Implementation plan template: Achieve business goals

[product ui] Implementation plan project in Asana, spreadsheet-style project view (List)

Planning and implementing your business goals can feel overwhelming. To be successful, you need the ability to break down each go into an achievable, actionable plan. That’s where an implementation plan template comes in.

By creating an implementation plan template, you can view every step you need to take to achieve your business goal, from planning all the way to execution. Since a template breaks down each phase of the plan into bite-sized steps, it’s easy to monitor goal progress and view upcoming milestones. You can also include custom tags that add even more context to your tasks—like the task duration and percent completed—so you know the status of every task as work gets underway.  

30. Project timeline template: Visualize milestones and bottlenecks

Have you ever found yourself facing unexpected delays and struggling to keep track of progress? Thankfully there's a solution that can turn the tide: a project timeline template. A project timeline template is more than just a list of start and end dates; it's a strategic project management tool that maps out the entire project lifecycle, offering a clear visualization of phases, key deliverables, and deadlines.

By clearly laying out the project progress, this type of template helps pinpoint exactly where bottlenecks are likely to occur or where they're already happening. And with regular updates to the project’s timeline, stakeholders can receive comprehensive status reports, fostering better communication and alignment throughout the project. In essence, a well-utilized project timeline template not only solves the problem of lost transparency in your workflow, but it also serves as a visual dashboard for smooth and efficient project execution.

Better project templates mean better project planning

Kicking off a new project can be stressful, especially if you’re the one in charge of planning and managing that project. Reusable product templates make planning easier by standardizing your project processes, facilitating cross-team collaboration, and reducing upfront work. 

No matter what kind of project you’re leading—product launches, marketing campaigns, you name it—templates give you a starting point so you don’t have to build a plan from scratch. And when you use a work management platform like Asana, your project will stay on track, too.

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Grad Coach

How To Write A Solid Assignment Introduction

By: Derek Jansen | December 2017

Henley MBA Introduction Chapter

I’ll kick off this post by making a bold assertion:

The introduction chapter of your assignment is the single most important section in your entire assignment.

Yip. Not the analysis chapter. Not the recommendations chapter. The introduction chapter. Yip, that short 200/300/400-word chapter that so many students rush through to get to the meatier chapters.  Why do I say this? There are a few reasons:

It creates the first impression.

Apart from the executive summary (which some assignments don’t have), the introduction creates the very first impression on your marker. It sets the tone in terms of the quality of the assignment.

It introduces your industry.

You might have decades of experience in your industry – but your marker won’t. This means that the simplest concepts can be misunderstood (and thereby cost you marks) if not explained right at the beginning of your assignment. A good introduction lays the foundation so that the marker can understand your upcoming arguments.

It defines and justifies your topic.

The introduction, if developed correctly, clearly outlines what the assignment will be about (and what it won’t) and why that’s important (i.e. a justification). In other words, it makes it clear what the focus of the assignment will be about, and why that is worth investigating. This clarity and justification of the topic are essential to earning good marks and keeping you focused on the purpose of the assignment.

It clarifies your approach.

Beyond the what and why, a good introduction also briefly explains how you’ll approach the research, both from a theoretical and practical perspective. This lays a clear roadmap both for the marker and for yourself. For the marker, this improves the readability and digestibility of the document (which is essential for earning marks). And for you, this big-picture view of the approach keeps you from digressing into a useless analysis.

In short, a good introduction lays a solid foundation and a clear direction for the rest of your assignment. Hopefully, you’re convinced…

Henley MBA Help

The 5 essential ingredients.

In this post, I’ll outline the key components of a strong introduction chapter/section. But first, I want to discuss the structure.

Some assignment briefs will provide a proposed structure which combines the introduction and analysis chapters. I always encourage my clients to split this up into two chapters, as it provides a clearer, more logical structure. You’ll see why once I discuss the core components.

#1 – The Four Ws

A logical starting point is to assume the marker knows nothing about your business . Make sure you cover the basics:

  • Who – what is the name of the business? If its multiple words, you should take the opportunity to introduce an acronym here. Then, stick to the acronym throughout the rest of the assignment. It’s also good practice to provide a list of acronyms in the appendix.
  • What – explain what the business does, in simple English. Avoid industry jargon and explain the basic operating model of the business.
  • Where – explain where the business operates from and where its customers operate. If you have multiple offices and serve multiple markets, a visual representation can save you some words.
  • When – mention the age of the business, and how many staff it employs. You can also note the ownership structure (private company, listed entity, JV, etc).

If you’re only going to focus on one country/branch/department, make mention of this now. Also, be sure to justify why you’re focusing on that (for example, due to limited access to data).

If done right, you will have now painted a very clear (but concise) picture of the organisation for the marker. The next step is to discuss the context that the business operates in.

#2 – A brief discussion of the context.

Now that you’ve introduced the business, you need to move towards identifying the key issue(s) that will form the focus of the assignment. To do this, you need to lay a context, which will then lead to the issue(s). This will vary between assignments, and could be something like:

  • The entry of new competitors resulting in reduced market share (STR, SM)
  • A merger leading to a culture clash and poor performance (MP)
  • A corporate scandal resulting in reputation damage (R&R)
  • Changing regulation leading to the opening of a new potential country market (IB)

In other words, you need to present a (brief) story of how the key issue(s) or opportunity has arisen – X has lead to Y, which caused Z.

#3 – Identification of the key issue and research question(s).

With the context set, you need to clearly state what the key issue(s) or opportunity is, and why this is worth investigating (for example, due to the financial impact if left unresolved). This is pretty straightforward, but it is a critical step often missed by students, and results in the marker questioning the quality of the entire assignment.

With the key issue identified, its time to lay out your research question(s). In other words, state in question format, what question(s) your assignment will seek to answer.

For example:

  • “What has changed in Organisation X’s competitive context, and how should it best respond to ensure sustainable competitive advantage?”
  • “Should Organisation X internationalise to Country Y?”
  • “What segments exist within Industry X and which segment should Organisation Y target?”
  • “Which digital business model should Organisation X adopt?”

By stating your research question(s) up front, you are providing a very clear, focused direction for your assignment, thereby reducing your risk of getting distracted by the shiny objects that will invariably pop up along the way. You are stating clearly what you will and won’t focus on, and ring-fencing the assignment to a manageable breadth. This is critically important for earning marks, as it allows you to go deep into a highly relevant set of theories and develop meaningful insights, rather than superficially fluttering with numerous less-relevant ones.

What’s critically important is that you achieve alignment between the context, the issue(s) and the research question(s). They should all flow in a logical fashion, as shown below. 

project assignment sample

If you achieve this alignment, you have a rock-solid foundation for your assignment, and your marker will be crystal clear regarding your direction, and why you chose that direction.

#4 – A brief outline of your theoretical approach.

Now that you’ve made it clear what your assignment is aiming to achieve (i.e. what research question(s) it wants to answer), it is very good practice to briefly mention:

  • How you will approach the analysis.
  • What key theory you will draw on.

In other words, you should give the marker an indication of how you approached the analysis, and on what theoretical basis. For example:

“The report begins by briefly looking at the organisation’s broader strategy, as well as values using Schwartz’s model (1994). It then reviews stakeholders using Mitchell et al.’s framework (1997) and identifies a key group with which reputation needs to be managed to achieve strategic alignment. It then analyses antecedents, reputation, and outcomes of the said group using Money et al.’s (2012) RELATE framework. This is followed by proposed strategic actions.”

As you can see, this excerpt clearly outlines how the analysis was approached, and what key theory was used in the relevant sections. This gives the marker a big-picture view of the assignment, which aids the digestibility of the document.

#5 – A brief outline of your fieldwork.

Now that you’ve communicated the approach, structure and underpinning theory, it’s best practice to make a quick mention of your fieldwork. Yes, you’re typically supposed to collect some primary data (for example, undertake some semi-structured interviews or a survey), as well as secondary data (for example, review industry reports, company data, etc), for your assignments – especially in Stage 2 and 3 of the program. 

In this final section, you should very briefly outline what you did in this respect so that the marker can rest assured that your assignment is not an opinion piece. A quality assignment draws on multiple data sources to make well-informed, data-backed arguments. Show that you’ve done this, and be sure to refer the reader to the appendices for evidence of this work (for example, interview transcripts, survey results, etc.).

Lastly, make mention of your relationship with the business, and your broad responsibilities. Remember to keep this in third-person language. For example:

“The author is employed as the [INSERT YOUR TITLE] and is responsible for X, Y and Z.”

Let’s recap.

In this article, I’ve hopefully convinced you of the critical importance of writing a strong introduction chapter. I’ve also presented 5 essential ingredients that you should bake into your intro in every assignment. By incorporating these ingredients (ideally, in this order), you will set the foundation for a strong assignment.

To recap the 5 essentials:

  • A (plain language) explanation of the organisation.
  • A brief discussion of the context.
  • Identification of the key issue and research question(s).
  • A brief outline of your theoretical approach.
  • A brief outline of your fieldwork and your professional position.

You Might Also Like:

Dissertation introduction writing: 7 mistakes

Informative and easy to apply advice…tx D

Derek Jansen

You’re welcome, Rishen 🙂

Tara

It is a very useful and understandable explanation of writing a research paper. Thank you so much for the sharing free such a useful example.

Yours sincerely Tara

Paul Murphy

This is really good, thank you.

Thanks for the feedback, Paul. Best of luck with your Henley MBA.

Vin

Very useful guide for the MBA. You mention that it’s good practice to use a range of sources to support arguments. If an assignment task isn’t that strategic (e.g. reviewing a process for a particular team within the business), can the assignment be supported purely by ‘fieldwork’ and models/theory? Thank you.

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Project Management

5 real project management examples for your team.

Content Partnership Specialist

October 4, 2022

Whether it’s a home or a business project, simple or complex by nature, the secret sauce to delivering successful projects is starting strong with the right strategy and execution plan .

You can do this (and do it well) with a go-getter mindset, proper project management approaches, and the right tools.

In this article, you’ll learn about the building blocks of project management, including the key success factors and phases, as well as how project management tools can keep them together. Then we’ll show you how it all works in practice with five real project management examples! 👌

The 4 Phases of the Project Management Life Cycle

Key factors for successful project management .

  • 1. Marketing Project
  • 2. SEO Project
  • 3. Customer Enablement Project
  • 4. Education Project
  • 5. Product Launch Project

Avatar of person using AI

Managing projects from start to finish can come with long and complex processes . So, to help make everyone’s job easier, the concept of the project life cycle was introduced. 

Project Life Cycle

The project life cycle, or project management process, consists of four phases: initiating, planning, executing, and closing. It’s a structured path your projects go through to help move them from conception to completion and ensure project objectives are delivered in each phase.

Let’s take a look at what the project manager is responsible for in each phase:

1. The initiation phase

Get everyone onboard. The project manager defines the organization, client, or customer’s goal, identifies key stakeholders, the project team, and the scope of work of the project , and determines measurable objectives for the team.

2. The planning phase

Strategically prepare and map out the project. The project manager is responsible for creating a detailed project plan and outlining the project schedule that includes the major project milestones and describes what tasks or deliverables make up each milestone. This is important because the project plan provides a strategy and project checklist to help properly manage resources, budget, and timeline along the project life cycle.

3. The execution phase 

It’s go time. In this phase, the project manager’s main job is to oversee the team’s efforts and ensure everyone understands what’s expected of them, what tasks need to be done, and how and when to complete those tasks to ensure everything is done within the project schedule. 

4. The closing phase

Time to wrap up the project. The project manager must identify that their team has completed all of the requested outcomes, then present the final product to the stakeholders to sign off and officially close the project.

📌 Key takeaway:

By following the project life cycle, you’re ensuring that you are: 

  • Capturing the expectations of your customer
  • Setting your project up for success with a plan
  • Executing project tasks and addressing any issues or project risks that arise
  • Closing out your project to capture any lessons learned and improve the next projects

Critical factors for successful project management can vary from one project to another, but here are a few factors that should remain constant no matter the type of project or what industry you’re in:

✅ Set SMART goals  

✅ Understand the project scope and prevent scope creep

✅ Identify project risks and create a risk management plan

✅ Clearly defined roles and responsibilities

✅ Effective team communication

✅ Maintain a high level of project visibility

How project management software gives teams flexibility 

With so many factors that can impact project success, using project management software can help to keep everyone and everything on track and ahead of curveballs.

A good project management app can take so much of the burden of managing projects off your shoulders by providing teams with the tools they need to get a high-level overview of their work, streamline business processes, create efficient workflows, communicate more effectively, and make collaboration seamless and more enjoyable. 

ClickUp , for one, helps project managers and teams plan, manage, track projects, and collaborate with each other—all in one place. Its fully customizable platform gives teams the flexibility and the advanced tools they need to create the most efficient workflow that best suits their project needs and preferences. 

And because the platform is fully customizable, teams in ClickUp are fully equipped to handle any type of project and support any type of project management methodology , including the most common approaches such as Waterfall, Agile (Scrum and Kanban), Lean, Six Sigma, and more. 

Docs, Chat, and List view in ClickUp

Key ClickUp features for effective project management include :

  • Customizable views : View your projects your way; choose from 15+ views, including Gantt Chart, Timeline, and Workload view
  • Custom automation : Save time, keep your processes consistent, and streamline your workflow
  • Custom task statuses : Add and assign different stages to your tasks to improve project visibility 
  • Custom Fields : Add more context to your tasks and display important information 
  • Goals : Stay on track to hit your SMART goals with clear timelines, measurable targets, and automatic progress tracking 
  • Project milestones : Easily set milestones to help you stay on top of important deadlines and track your team’s progress against major checkpoints
  • Dependencies : Add “blocking” or “waiting on” dependencies between tasks to set a clear order of operations, so your team always knows what to work on first
  • Task checklist : Create a to-do list within each task to ensure all steps are completed before moving the task forward
  • Dashboards : Build a mission control center for each project, team member, and more to  ensure every project stakeholder has the information they need to control any project risk and keep the project delivery within its timeline
  • Global time tracking : Track time spent on tasks, set estimates, add notes, and view reports of your time from anywhere
  • Assigned comments : Create and assign action items directly within a comment 
  • Mobile app : Keep your projects accessible wherever you go with the ClickUp mobile app
  • Integration : Connect ClickUp to over 1,000 of your favorite work tools to streamline your workflow  

Now, let’s take a look at a few real-life project management examples and learn how other industry experts have successfully delivered projects using the right methodology and tools!

5 Project Management Examples and Tips for Successful Project Delivery

1. marketing project example: creating a cross-functional workflow.

Jakub Grajcar , a Marketing Manager at STX Next, leads a team of content and social media specialists, spearheads the Marketing department’s lead generation and brand recognition strategy and works with multiple departments to deliver projects. A typical day for the team includes executing upwards of five content deliverables, with Jakub often reviewing 10+ different projects at a time.

The problem?

Working with our Product Design department was a chaotic process. Our teams struggled with communication because we lacked project visbility—we often didn’t have clear information about whether tasks were still under review or needed more work.  We absolutely needed a system that would allow me and the Head of Product Design to get an overview of the entire process and come to grips with all the work in progress and upcoming tasks.

Jakub Grajcar

The goal? To help improve global collaboration across departments , and content marketing processes, speed up project completion and delivery, and keep the teams aligned on goals, project timelines, and so on by creating a cross-functional workflow and standardizing processes in ClickUp.

Here’s how Jakub and his team carried out this initiative: 

Initiation phase

  • Identify the project: To create Marketing Sprints templates and team Dashboards 
  • Define the desired outcome: Manage multiple projects, streamline partner outreach, and speed up the content production process

Planning phase

  • Project management methodology: Agile  

Execution phase

Task checklist:

  • Create Folders for each department and set up Lists within each Folder
  • Within each List, create tasks and subtasks to breakdown the work even further 
  • Save tasks as a template that can be reused as many times as needed
  • Set up Custom Task Statuses to give each stage of the project a designated name 
  • Add Custom Fields to each List to display and keep key information easily accessible
  • Added custom automation to automatically trigger an action and push the project to the next step 
  • Save the Folder as a template to be reused for the next Sprint and to keep processes consistent 
  • Build a custom Dashboard with real-time reporting to display key data and improve task visibility

Closing phase

  • At the end of the project, Jakub and the teams within STX Next tested the new Marketing Sprints template and Dashboard to ensure the process was smooth for everyone involved in the project and all of the custom automation in ClickUp was set up properly.

📌 Use this Marketing Sprint Folder template to help with project planning, keep project activities visible and organized, and streamline your processes. Hit the ground running with pre-set Board and List views, task estimation capabilities, and customizable automation!

2. SEO project example: Scaling content production

Adele Payant , ClickUp’s SEO Specialist, is responsible for researching opportunities and creating content briefs for the writers to use as a guide when drafting articles for the blog page. And to write compelling content briefs, she has to perform keyword research, competitive analysis , and other important related tasks, and ensure the content brief is detailed and easy to follow for the writers. 

The biggest challenge in our SEO blog workflow was focusing on scaling our content production without impacting the quality of each blog.

Adele Payant

To create a clear and repeatable system to help our SEO team ramp up the volume of briefs without compromising the quality of the brief and reduce unnecessary back-and-forth communication.

Here’s how Adele executed this project:

Initiation phase 

  • Identify the project : Create a detailed and structured SEO content brief template
  • Define the desired outcome: Create a structured and consistent workflow for researching and creating content briefs, and speed up the approval process

Planning phase 

  • Connect with the writing team to capture feedback about the current process 
  • Start a new Doc and use the rich-editing tools to structure your page
  • Add headers to define the sections in your Doc clearly
  • Embed links to example articles and other key data from keyword research
  • Add nested pages to capture notes for the assigned writer to review before drafting the article
  • Save the Doc as a template 

Closing phase 

  • To ensure the content blog brief is up to par, the Sr. SEO Manager, Sr. SEO Specialist, and Sr. Content Managers reviewed the Doc and presented the template to the content writers to review for readability and to gather feedback. The project is officially closed after all stakeholders have approved it.

📌 Use this SEO Content Brief template to clearly state your goals and objectives, and share it with your writers to improve content delivery.

For more SEO project management tips, check out ClickUp’s Sr. SEO Manager’s article: Tips to Optimize Your Workflow . 

3. Customer enablement project: Launching a new program

Robin Wisner , ClickUp’s LMS Administrator, is responsible for delivering a new initiative to give ClickUp customers a fun and interactive way to learn how to use ClickUp and maximize the features within the platform.

The Customer Enablement team, of which Robin is a member, launched ClickUp University (CUU) in November 2021. The new program received an overwhelmingly positive response from ClickUp users and ultimately gave the team the green light to launch another option to help further enhance user experience.

To accomplish this, she led the initiative to launch CUU Certificates—a program intended to recognize the ClickUp users’ product knowledge and reward them for completing the course exams.

The biggest challenge for a project of this scale was managing across so many teams with competing priorities .

Robin Wisner

To delegate work effectively and launch the new certification program on time to provide a measurable process for customers to successfully onboard and enhance their experience as a ClickUp user.

Here’s how Robin and the project team members made it happen:

  • Identify the project : Launch and promote the new certification program 
  • Define the desired outcome: To collaborate with different teams to design and launch the new certification program.
  • Project management methodology: Waterfall
  • Outline objectives for each certification level and course in ClickUp Docs
  • Develop beta test group and SOP for testing in ClickUp Docs
  • Outline the diagram taxonomy and customer journey in ClickUp Whiteboards
  • Create ClickUp Tasks for content development and assign them to the designated team members 
  • Use the ClickUp Form to submit a design request for the certificates
  • Submit a request to create a new help center overview article
  • Collaborate with the Dev Ops team to code and manage website design
  • Run tests with the beta test group and collect feedback 
  • Create internal and external enablement materials
  • Submit a request for marketing promotional materials 
  • To finalize and close this project, the project stakeholders reviewed the creative designs and tested the website’s performance and user experience. The approval was given once project requirements are met. 

📌 Use this Feedback Form template to customize your feedback collection, view all your feedback in one place, and improve your products and services.

Bonus: Project Management Software for Freelancers

4. Education project example: Building company-wide data reporting dashboards

Morey Graham , the Director of Alumni and Donor Services (ADS) at Wake Forest University, leads and manages fundraising campaigns , alumni relationships, brand identity, and publications within the Wake Forest community. 

Because teams worked on separate platforms, it created work silos that led to duplicated efforts and poor team communication. We also lacked visibility into our data which impacted our ability to make strong business decisions for the organization.

Morey Graham

To find a new project management tool that is user-friendly for all the departments and to create a business dashboard that displays and updates data in real-time to help improve project visibility across the organization.

Here’s how Morey and the ADS department delivered this project:

  • Identify the project : Create an accurate and reliable project dashboard for leadership and team members
  • Define the desired outcome: Improve data reporting and task visibility across departments, and align team goals

Task checklist

  • Consolidate work tools and integrate apps together to streamline the data reporting process
  • Set an all-hands meeting with the department to collect feedback about the current process and document meetings notes in a Doc or Notepad
  • Create a Space for each department to organize work by departments
  • Within each Space, create a Folder for each project
  • Within each Folder, create a List for each team member 
  • Create Custom Statuses for every stage of the project
  • Set up and add tags to tasks to categorize and link related tasks together 
  • Establish goals and document targets for each in ClickUp Goals  
  • Define your Dashboard audience and data story
  • Choose the right KPIs to support the data story
  • Select the widget that matches your reporting requirements
  • Present the project to the department head and key stakeholders for review and approval to close the project. 

📌 Create custom Dashboards in ClickUp to get a high-level overview of all your initiatives, highlight KPIs, project status, and progress, to keep everyone on track and aligned at all times.

5. Product launch project example: Launching a new product feature

To further expand ClickUp’s list of features for project management, the company set out a huge initiative to build and successfully launch a new product feature, ClickUp Whiteboards . Spearheading the project is ClickUp’s Group Product Manager, Zach Blodgett .

The company’s vision was to create a powerful yet easy-to-use digital collaboration tool that project managers, executives, and team members could use to level up their brainstorming, planning, and execution processes.

The problem? 

The biggest challenge was team size and a rapidly approaching deadline. The deadline was immovable and we had a ton of stakeholders from GTM, sales, pricing & packaging, growth, support, CSMs, EPD. We had to ensure they knew what was going out, what was next, and how to talk about Whiteboards.

Zach Blodgett

To use a project management tool to help manage tasks, communicate with stakeholders across the globe, and minimize risks and bottlenecks to deliver the new and highly-anticipated product feature within the agreed-upon timeline.

Here’s how Zach and the company launched a successful project launch:

  • Identify the project : New feature rollout 
  • Define the desired outcome: To successfully deliver a responsive and functional new feature and create GTM campaigns for launch day
  • Project management methodology: Lean
  • Delegate tasks to the respective team members within the Product and Engineering team
  • Use the ClickUp-Github integration to preview branches populated in the tasks
  • Create Clip videos to report bugs in development and to easily relay complex issues to other teams
  • Connect with the Creative team to shoot promotional videos and ads
  • Connect with the entire company to run beta testing and collect feedback
  • Run tests with the Security team
  • Collaborate with Sales to determine the pricing model
  • Work with the Product Marketing GTM team to create a marketing campaign plan for the launch
  • Set important milestones and schedule for beta release

Closing Phase 

  • The CEO, Sr. VP of Engineering, and other key project stakeholders reviewed the product feature, and approved the final product before launch day.

Here’s the final look—check it out!

📌 Create a step-by-step approach to how your organization will bring a product to the market, and use this Go to Market Strategy template to help you ship faster!

Handle Any Project With Confidence By Using ClickUp

Successful project management starts with understanding what the ultimate goal of the project is, understanding the key elements that go into an intelligent project plan, and creating a smooth and actionable strategy to get there—refer to the project management examples above to help spark ideas.

You’ll also need to ensure to implement the appropriate methodology to guide you through the entire process and utilize the project lifecycle to keep you on track. 

And to make your life as a project manager as easy as humanly possible, you need to use a project management tool like ClickUp to help keep everything in order and bring all your work to one centralized place. Use it to track project progress, manage project risks and resources effectively, collaborate with your entire organization, and so much more. 

With its extensive list of customizable and functional features, you’ll be fully equipped to handle any type of project management approach, manage multiple complex projects at once, set up the most streamlined workflow, support your remote and hybrid teams, and confidently deliver quality projects on time, every time. 

(cue “That was easy” sound effect 😉)

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Free Project Task List Templates for Project Management

By Kate Eby | September 22, 2022

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We’ve compiled the most useful project task list templates for project managers, project team members and stakeholders, IT teams, and construction personnel.  

On this page, you’ll find six essential project task list templates, including a simple project task list template , a project task list with Gantt chart , a project task checklist template , an IT project task list template , and a construction project task list template . Plus, find tips on creating a successful project task list template .

Simple Project Task List Template

Simple Project Task List Template Example

Download a Sample Simple Project Task List Template for  Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets

Download a Blank Simple Project Task List Template for Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets

Use this simple project task list template to list each project task and set its status, deadline, assignee, and priority. The template includes columns that help you track the percentage done, fixed cost, estimated cost, and actual hours for each task. You can also use the template to list tasks for several projects and to track their real-time progress. This template is the perfect solution for project teams looking to clarify task ownership, as well as create and accurately track tasks. Download the blank version to begin tracking tasks for your project, or review the template with sample data to help you get started.

For more project task list template resources, read this comprehensive article on free task list and checklist templates .

Project Task List with Gantt Chart Template

Project Task List with Gantt Chart Template

Download a Project Task List with Gantt Chart Template for  Excel | Google Sheets  

Clarify project tasks for team members by using this project task list with Gantt chart template. The template enables you to list each task, the team member responsible for completing it, its due date, and its status. As you populate the template with your project data, the Gantt chart section creates a visual representation of your project’s tasks so that you, your team, or project sponsors can get up-to-date information on project progress.

Project Task Checklist Template

Project Task Checklist Template

Download a Project Task Checklist Template for  Excel | Google Sheets

Improve your project delivery success rate with this easy-to-use project task checklist template. Enter individual tasks along with their status and priority, assignee, due date, and any relevant notes. This fully customizable template lets you edit column titles to suit your project team’s needs and ensures that you successfully check each project task off your to-do list. 

For more resources and templates for tracking project tasks, see this helpful list of free project checklist templates .

Project Task Tracker Template

Project Task Tracker Template

Download a Project Task Tracker Template for  Excel | Google Sheets

This template provides color-coded Status and Priority columns where you can easily track important project tasks. Designed to help you monitor tasks across multiple projects, this template indicates whether a task is at risk of not being completed. The Cost / Hours section tabulates fixed costs, estimated hours, and actual hours for each task. Regardless of your industry or type of work, this customizable project task tracker template will help ensure that you are able to account for and successfully complete every project task. 

Check out this comprehensive project task list template to ensure that you’re optimizing your project to-do list and keeping it in a single, shareable location.

IT Project Task List Template

IT Project Task List Template

Download an IT Project Task List Template for  Excel | Microsoft Word | Google Sheets  

Keep all IT project team members and stakeholders informed of task statuses with this comprehensive IT project task list template. The template includes space to enter your project name, project manager, key IT project deliverables, scope statement, start and end dates, and percentage of overall progress. This completely customizable template enables you to list each task, who it’s assigned to, start and end dates, and statuses. This template can help you and your IT team optimize your project delivery standards and increase your IT project success rate.

Construction Project Task List Template

Construction Project Task List Template

Download a Construction Project Task List Template for  Excel | Google Sheets

Use this construction project task list template to ensure that your team completes all construction tasks in a timely manner. The template comes pre-filled with construction-specific task sections ( Sitework, Concrete, Masonry, Doors and Windows, etc . ), under which you can list each specific task, assign team members, select a due date, and add key details. The template also doubles as a construction punch list and includes a Punch ID column to identify key construction project tasks and contract specifications.

How Do I Create a Project Task List?

A project task list includes every task required for successful project completion. To create a project task list, use an application such as Excel or Google Sheets. Task lists also include such information as statuses, timelines, and team member information. 

A project task list typically includes the name of each project task, which team member is responsible for completing it, and its due date, status, priority, and any relevant notes. This document helps project managers, team members, and other stakeholders ensure that every required task is accounted for, assigned, and completed on time. By creating a project task list, you can help make sure that everyone involved in the project understands the status of each individual task and the project as a whole. 

In an application such as Excel, you can create a simple task list table by inserting rows such as Task Name, Status, Priority, Due Date, Assignee, and Notes . A simple task list like this can help ensure that you account for all of your project’s to-do items. 

You can also use a project task list template, which includes the primary elements to ensure that your team completes each task by project’s end. Project task list templates are designed to help you capture and track your project’s tasks so that you complete high-quality deliverables on time. 

Though project task list templates vary, they typically include the following universal elements:

  • Task: Enter the name of each task so that it’s clear to every team member and stakeholder what needs to be accomplished. 
  • Due Date: Provide a date by which each task must be completed so that the project can be delivered on time. 
  • Status: Set a status for each task (e.g., Not Started, In Progress, On Hold, or Complete ) so that everyone can track project progress. 
  • Priority: Select a priority for each project task. 
  • Assignee: List the name of the team member responsible for completing each task. 
  • Notes: Provide any additional notes that are relevant to the task. 

Depending on their function and their industry, project task list templates might also include the following column components: 

  • At Risk: Select this check box if the individual task is in jeopardy of not being completed by the project’s due date.  
  • Description: Provide a detailed description for each task so that, in addition to the task title, every project team member and stakeholder understands what the task requires for completion. 
  • Deliverable: Specify the primary project deliverable, or feature, that the task is related to. 
  • Percentage Complete: Provide a percentage completed for each project task. 
  • Cost / Hours: Enter fixed costs, estimated hours, and actual hours for each task so you can track expenses and effort. 
  • Duration: Review the duration between each project task’s start and end dates to ensure that teams have adequate time to complete each task.

Stay on Track of Project Tasks with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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Sample Project Plan For Your Next Project

ProjectManager

Creating a project plan is one of the most important responsibilities of a project manager. This document should include everything the team needs to execute a project, such as its budget, schedule, scope, resource requirements, roles & responsibilities, among other things. However, creating project plans can be challenging for both beginner and experienced project managers alike. That’s why we’ve created this sample project plan to help project managers include what matters most.

Once you’re ready, you can try ProjectManager . We’re online project management software with tools such as Gantt charts to filter for the critical path and baselines so you can track your planned effort against your actual effort in real time. Once you’ve made your project plan, use the Gantt to stick to it. Get started for free.

ProjectManager's Gantt charts are ideal to manage your sample project plan

Sample Project Plan

It’s important to note that the complexity of a project plan might vary depending on your project or organization. This sample project plan covers the basic areas of your project, such as project scheduling, scope management and task management. On top of that, you can add other sections and even other project documents to include as much detail as you need.

1. Project Scope

Defining your project scope is one of the critical steps when making a project plan. The term project scope refers to the tasks and deliverables that must be done to complete your project successfully.

Based on your project scope, you’ll prioritize tasks and calculate your budget and schedule. List your tasks in order of importance and make an estimate as to how much money and time will be needed to complete the project.

2. Project Tasks

The tasks are the small jobs that make up the project. You want to create a detailed, prioritized list determining every step of your project. There will be tasks that are crucial to the project, which must be done, but there will also be some that you can sacrifice without impacting the overall success of the project.

Once you’ve collected the necessary tasks to complete the project, you have to figure out to the best of your ability how long each of them will take to complete. You can only make an estimate, of course, but you should use past experience and any other factors at your disposal to make those guesses as accurate as possible.

To manage your project tasks, we recommend using the following tools:

  • WBS : A work breakdown structure (WBS) lets you break down your project scope into individual tasks that can be easily managed.
  • Task lists : Task lists are ideal for both project managers and team members. They’re an easy way to plan, schedule and track work.
  • Kanban boards : Kanban boards allow project managers to manage workflows with a simple visual task management approach.
  • Gantt charts : Gantt charts are a powerful project management tool that let you manage project tasks and timelines.

3. Project Milestones

These are major phases or events in your project that are collected to break up the monolith of the project into more digestible parts. Project milestones can be added to a Gantt chart, with a description and a delivery date—more on this next.

project assignment sample

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Project Plan Template

Use this free Project Plan Template for Word to manage your projects better.

4. Project Tasks

Not all tasks are created equal, as some cannot start until the one before it is finished. You need to know which tasks are dependent on one another. A dependent task has the potential to block another team member and throw the whole project off-track. Be sure to note those on your project plan and link them so you and the team are aware of the importance of completing one before starting the other.

5. Task Duration

To create a project schedule, you’ll need to know the duration of each task. Make sure to include this somewhere in your project plan so team members know the amount of time that’s assigned to each task.

6. Resource Requirements

Your project plan should describe the resource requirements for each task. That includes the work hours, equipment hours and materials. By clearly outlining the required resources for each task, you set up the base for effective resource planning, resource scheduling and resource tracking.

7. Project Schedule

Now that you’ve gathered information about your project tasks such as their duration, dependencies, due dates and resource requirements, you can create an accurate project schedule that also considers the resource allocation for each task. Your project schedule should sequence tasks in a manner that allows the team to complete the project smoothly and gives them enough time.

8. Project Budget

The financial success or failure of your project depends on the accuracy of your project budget . To create a project budget, you’ll need to estimate the costs of each project task based on the resource requirements that were previously outlined.

Once you have a cost estimate for each task, you can sum those costs for an estimate of your total project cost. This will be the foundation for your project budget. Our free project budget template is a great tool to help you with this process.

9. Project Management Phases

The plan needs to outline each part of the project life cycle and specific deliverables and activities that need to be done during each of them.

  • Conception and initiation: This is a reiteration of the business case , where you described the idea behind the project and how it benefits the organization. You have already explored this and identified how it can be completed in your business case. You now want to expand upon those ideas and flesh out the concept of the project and how you plan to meet those demands.
  • Definition and planning:  Now you put the plan down in writing, concentrating on the project’s scope and outlining the work that will need to be performed. Here’s where you prioritize tasks and calculate your budget and schedule. List all your tasks in order of importance and from that list make an estimate as to how much money and time will be needed to complete the project.
  • Launch: The execution of the plan you devised begins with allocating the resources and tasks to your team. This is the start of the actual work, though it doesn’t mean the plan is put aside. There will always be changes that require adjustments.
  • Performance and control: Speaking of changes, it’s crucial to monitor the estimated progress of your project plan to the actual progress. This is when you return to the plan to reallocate resources to stay on track. The better you can track progress, the more accurate picture you have of where your project is and what it needs to stay on track. ProjectManager offers a real-time dashboard that uses live data to get an accurate snapshot of your project status.
  • Close: Now you have to get client approval and make sure all paperwork has been signed off on, payments have been delivered, etc. There are a lot of cleanup duties that you’re still in charge of managing, from onboarding team members to payment of team, vendors, contractors, etc.

project assignment sample

10. Risk Log

A risk log is a document where project managers can easily list the existing and potential project risks. A risk log is a critical element of any project plan because it allows project managers to prioritize risks, develop risk mitigation strategies and assign risk owners to each project risk. You can also create a risk management plan to explain your risk management tactics in more detail.

11. Change Management Process

There will be circumstances outside of your control that make it necessary to adjust your project plan. For example, a key stakeholder might add a new project requirement right after the project execution starts. This affects what you had initially planned.

To manage situations like this, you’ll need a change management plan . Most change management processes work with a change request that’s submitted by the person who wants to make a change to the project plan. Once that change request is approved, a change order is issued and the change is made.

Who approves the change requests might vary depending on the organization. Some have a change control board (CCB) in place while others use the project manager.

12. Project Assumptions

No matter how much you plan and estimate, there will be some assumptions and hypotheses left. Project assumptions refer to all the things that the project management team considers to be true without necessarily having any data or evidence to support them. These assumptions are proven true or false as your project is executed. It’s important to document any assumptions your team has, as they might be important in the future.

13. Project Constraints

There are constraints that apply to every project. Initially, most project management experts agreed on three constraints including time, cost and scope, which are known as the triple constraint of project management. However, most project managers today agree there are three more constraints including quality, risk and resources.

This free project plan template is a great tool to create a project plan. Use it to describe your project scope, schedule, budget and other important project management details.

ProjectManager's free project plan template for Word

You may even add additional documentation to it. Check out our library of project management templates for more free project management templates .

Project Plan Example

The best way to understand project planning is by creating one. Let’s walk through the steps of a simple project, such as hanging artwork your daughter made in grade school.

The project initiation tasks are simple: your daughter has been asking why you haven’t hung her drawing. “Do you not like it?” she asks. Of course you do. In fact, you’re going to hang it in the living room so everyone can see how proud you are of her work. The main project goal is to frame and hang the piece, which benefits the organization by returning peace and harmony to the family.

The next step is defining and planning. Write down the plan and scope of work , noting any risks and how to resolve them. This project requires a trip to Target and the purchase of a frame, one that stylistically complements the work, but doesn’t overshadow your daughter’s piece.

You have to factor in the time to get to the store, pick out the proper frame and then get home and assemble your team and tools. You’ll get her brother to help and proceed to assign roles and responsibilities within your project team. Then you launch the project and assign the tasks to your children that you wrote out earlier in the planning stage. As you work, there might be conflicts to resolve, as your team isn’t the cohesive whole you hoped.

Change is part of a project. Maybe there won’t be enough nails, or you can’t find the hammer. These risks were identified earlier, so if they occur, use the contingency plan you created.

While you’re executing the project, as a project manager it’s your responsibility to monitor the performance and control it so it stays on track. You don’t want to waste time going back to Target to buy the nails you thought you had at home.

One way to keep track your project is to get status reports from your team as they work on their tasks. You gave them a certain amount of time to complete the task, so ask them to report back to you. If they’re behind schedule, you’ll have to work at adjusting the scope, either adding more time to the schedule or allocating resources, which might mean getting off the couch and helping.

The picture is framed, hung and even looks straight. Your children are proud and want to celebrate with lemonade and cookies. But you’re not done yet.  There’s cleanup, but more importantly, you must make sure the stakeholder of the project is happy with the quality of the deliverables. Get mom in there to give the final okay. Then the party can begin. You and the team deserve it.

Using Project Management Software to Track a Project Plan

As you can see, even a simple project requires a lot of information to collect and organize. You can do it the old-fashioned way on paper. But there are planning tools that make that work so much easier for you and more efficient and productive for the project.

As stated above, there are project management templates you can use that help you step-by-step in building a project plan. While those are a step in the right direction, they’re standalone documents that are problematic to share. They can be overwritten or duplicates can float around in people’s emails, all of which can lead to muddied communications and seriously dire project consequences.

It’s not that you should throw away project planning templates. They’re a great way to start the process of planning for your project. But online project management tools give you greater flexibility, more features and a platform on which you can build true collaboration for project success.

ProjectManager Is Ideal for Project Planning

No project management tool does more for project planning than ProjectManager . Our award-winning software has a number of powerful features to help with every aspect of project planning.

One such feature is our online Gantt chart . Gantt charts are great tools to visualize your schedule, with a bar chart that creates a linear timeline showing you tasks, duration and even task dependencies. The latter are linked, so you can see where team members potentially may be blocked.

ProjectManager's Gantt chart

When you take your Gantt chart online, you open up a new world of managing possibilities. First, you can easily import your project plan into ProjectManager from whatever template you composed it on, be it MS Word or an Excel spreadsheet, and it keeps your formatting and automatically populates the spreadsheet and bar chart of your Gantt chart.

Because the Gantt chart is online, it’s easy to use. All tasks are saved and stored remotely and they’re easy to share over any device. Collaboration is conducted on the task level and you can attach files and keep the conversation tied to the task at hand.

As noted, things will change, and an online Gantt chart allows you to adjust task durations with a simple drag-and-drop of your cursor. This saves you time, as does the automated notifications that alert you when a task is completed or about to go off-track, so you can see it in real-time and fix it before it becomes a problem.

Online Project Planning Tools Make for More Productive Planning

That’s just one of the advantages of planning with ProjectManager. You still have to collect the data, but now it’s collected online where it can be easily accessed and shared with team members and stakeholders. Each time you import your task list into project management software, it creates the project plan for you, leaving you free to deal with managing a successful project.

When you’re planning a project and managing all its phases through successful completion, you want the right tools to streamline the process and foster collaboration and communications. ProjectManager has all the features you need to plan your project and it’s an online PM tool, which reports in real-time, so you are always clear on the plan versus the actual execution of the project. See for yourself by taking our free 30-day trial.

Click here to browse ProjectManager's free templates

Deliver your projects on time and under budget

Start planning your projects.

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Blog Business How to Write a Project Proposal (with Examples & Templates)

How to Write a Project Proposal (with Examples & Templates)

Written by: Jennifer Gaskin Dec 11, 2023

How to Write a Project Proposal

For businesses that rely on clients and partnerships to generate sales and revenue, project proposals are must-haves. A polished, professional project proposal is one of the best ways to present the capabilities your team has and put your goods and services in the best possible light.

But creating a good project proposal is more than just a timeline and a budget. Adding visual flourishes like charts, graphs and other imagery can help elevate a boring proposal to the top of the pile. Learn how you can create a successful project proposal and take a look at several project proposal templates you can fully customize using Venngage.

Click to jump ahead:

  • What is a project proposal and how to use it

How to write a project proposal in 9 steps

4 project proposal examples with templates.

  • What are the 6 types of project proposals?

What are the contents of a project proposal?

What is a project proposal & how to use it.

A project proposal is a formal document that outlines the details, objectives and scope of a proposed project. The purpose of a project proposal is to describe the parameters of a potential project or initiative.

Depending on the industry and type of project proposal (more on that in a moment), these documents can include things like scope of work, timelines, staffing, budget, capability statement and more.

Companies that receive project proposals from other firms or individuals use these documents to narrow down their options and make an informed decision about the best partner for them. And companies that create project proposals use them to make their pitch for the project.

Here’s an example of a project proposal to propose a new partnership:

project assignment sample

It’s important to note that project proposals are not the same as business proposals , though there are some similarities. One of the biggest differences is that business proposals tend to be more general and expansive. Learn more about writing a great business proposal.

Writing a great project proposal can be a challenge. That’s because you need to craft the message specifically for the company or individual you’re sending the proposal to.

But don’t worry if you don’t know where to start, here’s how you write an effective project proposal:

Step 1: Review the RFP (if you have one)

If there is no formal RFP, you’ll still need to start out researching as much as you can about your potential client. That means finding out not only about the problem you’re hoping to solve but the history of the client, their industry, their competitors and more. Getting to know them better will help you understand how to portray yourself or your company in the best light.

Step 2: Create a project proposal outline

Whether you use the sections we listed above in that order, add or remove ones or shift things around, jot down a quick outline of sections to keep in mind as you work.

Step 3: Define the problem and present your solution

Kick things off by clearly nailing down the problem or need your project is tackling. Back it up with some hard evidence and data to show why this issue is a big deal. Break it down for your audience, explaining how your project is going to make their lives better.

Step 4: Highlight elements that may set your proposal apart

For example, if you know that your company will be able to complete the task more quickly than any competitors, make that the focus of your solution or scope of work section. Compare your proposed timeline with what your competitors are likely to propose to the client.

You should also make notes of any elements that you might be able to visualize through a graph, chart or other design element — visuals can help not only make your project proposal easier on the eyes, but they can make it more memorable and illustrate to the client that you are able to think creatively.

Here’s an example of how it can look in your project proposal:

project proposal

Step 5: Define project deliverables and goals

A rock-solid project hinges on clarity, and that starts with laying out precisely what your project will deliver. Whether it’s reports, shiny new products, or top-notch services, make it crystal clear from the get-go.

Next, set the bar with measurable goals and objectives that scream success. Break them down so everyone’s on the same page. And because time is money, map out a timeline that’s not just a bunch of dates but a roadmap with key pit stops.

These milestones and deadlines are the heartbeat of your project, guiding you through each phase and making sure you hit the finish line with style. It’s all about setting the stage for success and making sure everyone’s got their eyes on the prize.

Step 6: State your plan or approach

Now, we’ve made it to the meat of your project proposal. In this section, walk your readers through the nitty-gritty of your project management approach.

Break down the essentials when it comes to resources—think people, equipment, and budget. And, while you’re at it, clue them in on your game plan for handling potential challenges through your risk management strategy. Additionally, consider your approach to project management, for example  agile project management  prioritizes flexibility and adaptability in order to effectively respond to changes and deliver successful outcomes.

Step 7: Outline your project schedule and budget

Crafting a successful project hinges on meticulous planning, starting with the creation of a detailed project schedule.

Break down the project into specific tasks and assign realistic timelines to each one. This step-by-step schedule, like a roadmap, not only helps in visualizing the project’s progression but also aids in resource allocation and risk management.

Simultaneously, developing a comprehensive budget is paramount. Dive deep into identifying and estimating all project costs, including personnel, materials equipment, and any potential contingencies. The budget acts as the financial backbone, ensuring that resources are allocated judiciously.

But here’s the deal – keep it real. Your schedule and budget need to be doable, considering the real-world factors at play. It’s all about laying the groundwork for success and keeping everyone in the loop from start to finish.

Step 8: Write the executive summary

The executive summary serves as the project’s sneak peek, condensing the entire proposal into a punchy snapshot. This opening act isn’t just a formality; it’s your chance to grab the reader’s attention from the get-go.

Picture it like the movie trailer – it needs to be compelling, leaving the audience eager for the full feature. In this compact summary, shine a spotlight on the critical elements of your proposal.

Outline the problem you’re tackling, showcase your ingenious solution, spell out the perks and benefits and throw in a quick glance at the budget for good measure. It’s your project’s elevator pitch, setting the stage for what’s to come and making sure your audience is hooked right from the first line.

Step 9: Proofread and edit

Before sending your proposal out into the world, give it a thorough once-over. Take the time to meticulously proofread every nook and cranny, hunting down grammar slip-ups, punctuation quirks and sneaky spelling errors.

A second perspective can catch things you might have overlooked. And let’s talk presentation – ensure your proposal isn’t just a content champ but looks the part too. Format it like a pro, making sure it’s visually appealing and easy on the eyes.

After all, a polished proposal not only communicates your ideas effectively but also leaves a lasting impression. Browse Venngage’s selection of project proposal templates to get a head start today!

Additional tips:

Avoid overly salesy language.

It can be tempting, particularly if you’re sending unsolicited project proposals, to use some of the same language in your proposal as you might in an ad, but you should keep such wording to a minimum.

Let the proposal speak for itself; if you or your firm truly are the best one for the job, it should be evident in your proposal. Being straightforward can also signal to the hiring party that you don’t want to waste their time with flowery language. It’s better to deal in facts rather than opinions for project proposals.

Establish a single point of contact

Some project proposals will include lists or even short bios of your staff members who will be involved in the project. But it’s a good idea to ensure that your project proposal makes it clear whom the client should contact to move the project forward or submit any questions. Include this person’s information at the beginning and the end of your document.

Write with one voice

While it’s common for large RFPs to be completed by many people on the team, ensure that whoever is responsible for bringing it all together has a chance to make the document feel cohesive. It should read as if one person put the entire thing together.

Now that we’ve explored some of the background and purpose of project proposals, let’s take a look at some templates you can customize using Venngage for your own project.

Construction project proposal examples

The construction industry is a complex one, and project proposals are critical for landing business and keeping projects on track. But there are many approaches a construction project proposal can take.

Taking the complicated and making it simple is a challenge, particularly in this field, but as this project proposal example shows, it can be done. By using simple, clear language and well-placed visual emphasis, this free project proposal template stands out for its simplicity.

project assignment sample

Many hiring companies simply skim project proposals for things like budget and timeframe, and while you still need to craft an engaging proposal, it’s a good idea to put those types of elements front and center, as this construction project proposal does.

project assignment sample

Remember that regardless of whether your firm is hired for the job at hand, every document you send to another business is a chance to establish your company’s brand identity. Use a template like the one below, update it with your logo and brand colors and fonts to keep it aligned with your messaging.

project assignment sample

As you can see from the example below, a few color changes can make a huge difference:

project assignment sample

To easily apply your brand colors and logos, simply have them automatically extracted from your website using Autobrand:

And apply them to your design in one click with My Brand Kit :

Design project proposal examples

You might think it would be a no-brainer for a designer to create a well-designed project proposal, but it’s common for creative people to have difficulty when it comes to analytical thinking. That’s why having a couple of great project proposals in your back pocket is perfect for a designer.

Project proposals in creative fields tend to be a bit less buttoned-up than those in other industries, so use your proposal as an opportunity to make a bold design statement. The template below, for example, uses a striking color palette and minimalist imagery on the cover to make the proposal stand out, and those touches are reinforced throughout the document.

project assignment sample

This example, similarly, uses creative color combinations to strike a design-forward tone. But as both of these templates illustrate, the bones of the project proposal must be sound, and all the information required should still be covered.

project assignment sample

Work project proposal examples

Not every industry requires a unique approach to project proposals, and, in fact, for most applications, a general work proposal template will suffice, provided that you do your due diligence in following any requirements set forward by the hiring party.

This template created for a consulting firm illustrates a straightforward approach to project proposals that you can easily adapt for your needs. Add or remove pages, insert charts and graphs or new icons and craft a compelling narrative.

project assignment sample

This project proposal template is an excellent example of how companies can use established templates to create a unique proposal. Note how they’ve used the sections that apply to them and put them together in a way to appeal to their potential client.

project assignment sample

Marketing project proposal examples

Marketers and marketing agencies are regularly asked to submit RFPs, whether for individual projects or long-term engagements, so the average marketing agency will need to have several project proposals on hand that they can modify when new requests come in.

This social media marketing project proposal template is ideal for a single campaign rather than a multi-year engagement. In that situation, it’s crucial to make sure all dates and milestones in the campaign are clearly stated.

project assignment sample

Ideally, a marketing agency or marketer will get a chance to pitch for long-term work. In that case, this project proposal template is ideal for outlining all aspects of the project proposal, including a timeline that extends to a full year.

project assignment sample

A critical aspect of modern marketing success is doing a great deal of research on keywords, competitors and traffic, and many marketers include such metrics in their project proposals, along the lines of this example. Note how high-impact charts and graphs are used to help the audience absorb the data and make an informed decision. There are various marketing proposal examples that you can look at to inspire your next proposal design and help catch the attention of your clients.

project assignment sample

What are the 6 types of project proposal s?

Because every project is unique, there are many types of project proposals, but these are the most common ones:

Solicited through RFP

RFP stands for Request for Proposal (they may also be called Request for Quotation, or RFQ).

These types of project proposals typically come with the most stringent requirements and obligations. The hiring company will usually list out the elements that must be included in the RFP as well as any limitations or conditions that apply.

From the vendor’s standpoint, being asked to submit an RFP is generally a good sign because it means that your firm (or yourself, if you’re an individual) has made it through the initial round of research by the hiring party.

I nformally solicited

Informally solicited project proposals are similar to RFPs or formally solicited proposals in that they may have just as many requirements, but because they’re outside of the formal RFP process, the requirements often aren’t stated up front. That could mean the vendor needs to do more research and ask more questions of the hiring party, or it could mean there actually aren’t as many requirements.

Another benefit of submitting an informally solicited project proposal is that the absence of a formal process likely means the vendor will be up against less competition.

Unsolicited

Also called spec (speculative) proposals, unsolicited project proposals come from the vendor’s side rather than the hiring party.

These proposals are particularly difficult because the hiring party, well, may not be hiring at all. With a spec or unsolicited project proposal, the vendor believes there’s a need for their services and must not only convince the hiring party that the need exists, but that the vendor is the best one to fill that need.

Pre-proposals

Pre-proposals can be considered mini versions of RFPs. They are often sought by a hiring party that wants to avoid a lengthy proposal process — or simply doesn’t want to read a long pitch. These types of proposals are brief, usually a few pages at most, and depending on the results, the hiring party may make an offer or make a full RFP request.

Non-competing/continuation proposals

Continuation proposals are common in multi-year projects or ones in which both parties may have agreed to certain conditions governing how the project proceeds.

With a continuation proposal, the goal isn’t to pitch your services but rather to keep the client up to date on the project, inform them of any metrics they need to know or that may be part of the scope of work and get their formal approval to continue with the project.

Competing/renewal proposals

Renewal proposals are similar to continuation proposals, but instead of being created in the middle of a project, a renewal project proposal is generated once a project or contract has ended. They’re also called competing proposals because the vendor will need to make their case as to why the project or contract should be renewed.

It may be wise to approach these types of proposals as you might an unsolicited one, but the benefit to the vendor is that (if the project has been a success), they will have past results with that specific client to showcase in their new proposal.

The content of project proposals will vary depending on the industry and the type of proposal. For example, while solicited, unsolicited and pre-proposals will typically include a budget that is negotiable, a continuation proposal’s budget has likely already been set. That said, here are the typical contents of a project proposal:

  • Summary : An executive summary or project background is typically the first section of a project proposal. Most vendors use this as an opportunity to thank the hiring company for the opportunity, as well as summarizing what the client is about to see through the remainder of the proposal.

This template shows a complete executive summary for a product launch, which can be longer than a typical executive brief or project background in your proposal — something to keep in mind:

project assignment sample

  • Objective : An explanation of what needs to be done or what problem can be solved if the hiring party accepts the proposal.

project assignment sample

  • Solution : An explanation of what the vendor would do to solve the problem or how they would approach completing the needed task.

project proposal

  • Scope of work : A detailed description of what exactly would be done, when and how much it would cost. This section may also need to include legal information, though in most cases, contracts are separate from project proposals.

Here’s an example of how you can write down the scope of work for your proposed project:

project assignment sample

Call to action : The final section of your project proposal (assuming there are no appendices) should let the hiring party know what to do next. Include a place for them to sign the document to show their acceptance, as well as contact information in case they have further questions. To make the proposal legally binding, you can send it to your client via a free eSignature software such as Papersign  and collect their signature in a compliant manner.

project assignment sample

  • Appendix : Appendices in project proposals could include information that didn’t fit within the client’s requirements or that helps to further explain information in the main part of the document. This section is optional.

Project proposal FAQs

What is the difference between project proposals and project charters.

The difference between both is that project proposals serve to present a project’s goals and approach for approval. On the contrary, project charters officially authorize the project, defining roles, responsibilities and initial objectives.

What is the difference between project proposals and business cases?

Project proposals focus on securing approval by presenting a project idea and its feasibility. On the other hand, a business case provides a more comprehensive analysis, including financial aspects and long-term strategic impact, aiding stakeholders in making informed decisions.

What is the difference between project proposals and project plans?

Project proposals aim to gain approval by detailing the project’s purpose and scope, whereas project plans are comprehensive documents specifying tasks, timelines and resources necessary for successful project execution.

Highlight your products effectively with Venngage’s professional project proposal templates

Letting a potential customer know what you’re capable of is a critical tool in many fields, and project proposals can highlight your company in a way few other documents can.

Start with one of these templates or create your project proposal from scratch. Whether your company has just gotten an RFP or you want to land that big fish in your industry, Venngage makes it simple to create an effective project proposal without becoming overwhelmed. It’s free to get started.

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> Advantages of Using Project Assignment Templates

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  1. Project Management Assignment Sample

    This report is compared with the project initiation document to help identify if there is a need to revise plans, amend the scope, or stop the project due to irregularities (Turner, 2007). o The exception plan helps control project scope by identifying possible actions required to recover from the effects of tolerance deviations.

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    General project planning templates. 1. Simple project chart template: Get started. A project chart (also known as a Gantt chart template) is a visual representation of your project plan on a bar-chart like graph. Project charts map out your project timeline, deliverable due dates, task dependencies, and milestones.

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    Use this simple project task list template to list each project task and set its status, deadline, assignee, and priority. The template includes columns that help you track the percentage done, fixed cost, estimated cost, and actual hours for each task. You can also use the template to list tasks for several projects and to track their real ...

  17. How to Write a Project Proposal (Examples & Templates)

    Step 4: Define the Project Deliverables. Defining your project deliverables is a crucial step during the project proposal process. Stakeholders want to know just what it is you're going to be delivering to them at the end of the project. This could be a product, a program, an upgrade in technology or something similar.

  18. Sample Project Plan For Your Next Project

    This sample project plan covers the basic areas of your project, such as project scheduling, scope management and task management. On top of that, you can add other sections and even other project documents to include as much detail as you need. 1. Project Scope. Defining your project scope is one of the critical steps when making a project plan.

  19. Project Manager Assignment Model

    In the project assignment literature, this issue seems to be overlooked. To explore processes of project manager assignments in multiple-project environments, especially the assignment of multiple-project managers, we conducted the case study research. ... the sample size was small. However, those analyses were systematically performed ...

  20. 6 Real Life Project Management Examples

    In its simplest form, a project's life cycle contains the following steps: Identify the project, including the scope of the problem. Determine the outcome you would like to see. Delineate all of the tasks in detail of what's required to start your project management plan. Identify the players (or the team members) and assign responsibility ...

  21. How to Write a Project Proposal (with Examples & Templates)

    Step 3: Define the problem and present your solution. Kick things off by clearly nailing down the problem or need your project is tackling. Back it up with some hard evidence and data to show why this issue is a big deal. Break it down for your audience, explaining how your project is going to make their lives better.

  22. Academic Assignment Samples and Examples

    Where structure is concerned, our samples can be of benefit. The basic structure is of three parts: introduction, discussion, and conclusion. It is, however, advisable to follow the structural guidelines from your tutor. For example, our master's sample assignment includes lots of headings and sub-headings. Undergraduate assignments are ...

  23. 8+ Project Assignment Templates

    8+ Sample Project Assignment Templates Project assignment template provides for the detailed list of work assigned to fulfill the process of a project. It takes into consideration the restriction of time period assigned for each duty, roles and responsibilities of each team member etc which is key to the success of the Project Implementation ...

  24. Welcome to the Purdue Online Writing Lab

    Mission. The Purdue On-Campus Writing Lab and Purdue Online Writing Lab assist clients in their development as writers—no matter what their skill level—with on-campus consultations, online participation, and community engagement. The Purdue Writing Lab serves the Purdue, West Lafayette, campus and coordinates with local literacy initiatives.