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Project Plan Template In Excel

Are you required to manage your projects and keep a track of pending tasks that are due to be completed? Do you need to constantly follow up on tasks and check when they are due to happen? Excel templates will help you indicate significant stages of your project life.

How To Create Project Plan Template?

(Example of a Project Plan Template)

Download Free Project Plan Template

Although, several project managers undertake their project tasks by making use of Gantt charts, yet if you are truly looking for a compelling alternative, you ought to consider using a simple timeline tool. An easy to understand plan will detail the project goals and objectives, the processes required for its completion, its participants and everything else of significance. You can easily create the best project plan by using an excel software or a ready template by following the below listed easy steps.


1. Collate all the information necessary for your project. This needs to be gathered in advance by your project leader or by you before creating a plan.
2. Next, open the excel file and create a new document.
3. Type in your project’s title along with a description, if required in the first cell. For a longer line of text, you could try merging the cells by simply holding down on the “Shift” key and clicking on various cells that you want to merge. Next, click on the “Merge and Center” key at the top of the toolbar.
4. Choose the columns that are required for your plans and type them out in their individual cell for every column.
5. Fill in various columns based on the data gathered by you and your team. In case you do not have all the information, you could just make a note in the “Comments” column.

Before you proceed to the next stage, you need to first communicate to everyone involved, all of the key parameters. These parameters will actually define your project. In order to create a solid project plan, you need to include a scope statement as well as a clear timeline. These will serve as the backbone for any successful undertaking. Keep in mind, effectively communicating the key factors is integral for a smoother project management. The above listed steps will help you in successful execution of task planning.

Useful Tips For Task Planning!

The grids provided in various types of excel spreadsheets, will offer accurate organization abilities for your planning and other data tracking options involved with the planning. Useful software and various other excel tools include flow diagrams and charts for contingency planning, reporting and review.

1. Try to be as elaborate as possible in order to help you to eliminate any confusion.

2. Try experimenting with cell formatting. For instance, give a different background color to indicate the more important tasks and a different color to the finished tasks.

3. If there are several individuals involved, try creating drop-down menus to make assigning various tasks easier.

4. Ensure that the plan is properly reviewed by your team during the draft stage and also at the completion stage. This is crucial since all the members that are involved with the task, need to agree and understand every aspect associated with your overall planning.

Proper planning will help you to show the key events of your project’s life to all your team members, superiors as well as other stakeholders. This type of planning is vital for every type of project. These plans must include the vital details pertaining to your task management. In other words, it should include a description, the required tasks, an estimated start and finish date and the required resources.

How To Develop A Project Plan Template?

Planning is useful since it requires you to think through and document all the details. Plans, when strictly adhered to, will help you to remain organized while working on various stages. Task planning is a key component for successful guiding. Here’s how you can do it.


1. Setting A Goal – Begin with a well-defined and clear concept. You should know exactly what you wish to accomplish. Brainstorming the specific details will really help. The various key details will need to include who will undertake what, when will it be done and how every part will fit into the overall picture.

2. Determining Who Will Accomplish The Assigned Tasks – Contact every single individual or stakeholder that you plan to involve in the assignment. Confirm their role. Determine specific needs to be accomplished while assigning tasks. Set time-bound goals that need to be achieved by every contributor.

3. Sequencing Your Action Steps – Set your goals that needs to be accomplished in a chronological order (by department, by sequence etc). With all of the specific goals established and the responsible people appointed, you will now be able to see your tasks head towards final completion.

4. Communication – Your plans need to be in place prior to beginning any work. Communication must happen regularly. Everyone should know who is undertaking what, the progress expectations, the projected timeline and the final completion dates.

5. Planning For Contingencies – This will encourage flexibility since unexpected events could happen and lead to sudden changes in the overall planning. Have reserved staff ready in case of any personal emergencies. Ascertain cost involved in unexpected risks. Create contingency percentage for the estimated total in specific line item.

In organizations, business management planning can be related with anything, especially introducing or changing aspects in any of the following areas or functions:

IT and communications
Production and manufacturing
Logistic building
Acquisition and divestment
Human resources development
Legal and professional
Technical or scientific
Sales and marketing
Research and development
New business development
Construction business

The key areas of a “project plan” should include tasks to be accomplished, person responsible for accomplishing these tasks, resources required for task completion, the overall progress comments, task start date and end date, relevant comments related to the completion stages and highlighting the finished work. There are several useful tools and methods for planning managers.

An ideal plan requires you to offer the best possible solutions for solving your organizational problems, meet challenges and improve the overall value and performance. Your ability for proper compilation and delivery of vital information, is the key to the success of your business related and change management planning.

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