Simply add your text to fill out the plan for each day. Why not just make a roadmap in Excel or Word and call it a day? And be sure to have it ready whenever you go into a meeting. This simple project plan chart has the same objective. To get started, you’ll want to do a SWOT analysis to fully understand your nonprofit’s unique strengths. When it comes to designing reports and charts, color is particularly effective for categorizing information. Project team members and their roles may also be included. Learn how easy project planning can be with TeamGantt. This approach allowed the designers to show how each step was related, and how it affected the other steps. For example, if your team is executing on an event like a conference, then a calendar is necessary for keeping events for specific dates organized. It’s simple to modify the project plan templates in this blog post with our drag-and-drop online editor. Remind yourself: You’re there to plan and guide the project, not create it. Each section should identify the risks associated with the work. A project plan communicates vital information to all project stakeholders. This process map looks at improving how healthcare organizations put in place new medical administrative processes. If you need a multi-page project plan, you can still keep it simple and easy to understand by organizing your information in an engaging way using illustrations, big headers and lots of white space. Share your plan with the team and make sure they read it! That said, sometimes you need a simple project marketing plan to help pitch your agency and provide a high-level overview, like this template does. You can also use a project timeline template like the one below to visualize a complex process with multiple stages, such as hiring new employees. This approach will help the managers quickly see what needs to be done next. In order to outline the work to be performed, you must put in writing the project scope, the project charter, and the project plan. We have thousands of professional templates. Some of them are free; some require a paid plan such as Venngage for Business. More templates like this. What will the timeline be, including deadlines? You can insert a project timeline into a client pitch deck, business plan or proposal. Having a solid project plan is your best defense against project chaos. It can work wonders for the greater good of your team and your project. Our outline will help you remember the key points of the executive summary (overview); project scope (statement, objectives, deliverables, assumptions and constraints); project controls (change management, communications management, procurement management, quality management, risk … You can also use a mind map to plan out your entire marketing strategy, from outreach to content to inbound, like in this template. Pro Tip: Save templates you like in Venngage and reuse them again and again. No matter the length or level of drama, every story is based on a story arc or an outline—or as we call it in the project management world, a project plan. Pro Tip: With highly collaborative project plans, it’s important to make them easily accessible to all team members. But as your brand grows this becomes almost an impossible task. An easy way to do this is to include icons and images that reflect the theme of your project. How will we get to those deliverables and the deadline? Take this time to build a simple project plan outline—it doesn't have to have all the details just yet. Further Reading: Our guide to a successful employee onboarding process, with templates. Without all of this information, mistakes will be made and delays are guaranteed. Using project process maps in healthcare help stakeholders understand an entire process, without resorting to confusing documentation. Visuals help with comprehension, especially regarding the sequence a project will follow. That’s why it’s a great idea to use a simple project plan template that includes critical information like scope and timeframes. Pro Tip: Once you’ve customized your project plan template, you can download it in Venngage’s online editor as a JPG and add it to another document. Download Edit in Browser Share. All you need is a calendar to check dates. You’re almost finished! Very easy to grasp. Unforeseen obstacles come up, certain tasks take longer to complete than expected, and other snags happen. Tips & Skills You’ll Need to Become a Successful Project Manager, How to Write a Good Project Plan in 10 Steps. labelling to keep things straight. 9+ Event Project Plan Examples – PDF Planning an event can be an excruciating task. Sometimes telling your team to just go do something is not the best course of action. Make sure your outline includes: Side Note: There will always be multiple ways to execute the work you’re planning, and it’s easy to focus on what the end product will look like. File Format. Outline Deliverables. If you’re at a loss for where to start, take a look at the questions at the beginning of this chapter to outline the who, what, when, and how of the project. It can be easy to lose track of different tasks. Further Reading: Our complete guide to nonprofit marketing or nonprofit communications. Doing so lays the foundations for a solid, sustainable project plan. That’s why your project plan should use a mix of different visuals to efficiently explain the process. This project timeline template uses color to categorize tasks by month. Like in this simple project plan template, they include deliverables like a report or a presentation: A lot of the time, simple project plans fail because they don’t list deliverables or the ones they do are too vague. Grid view. Dive into the documents and communications relevant to the project. Learning how to develop a project plan doesn’t need to be complicated. Is there anything that would prevent the project from being successful? Are there specific dates that certain tasks needs to be completed on? There is no absolute when it comes to how you represent your plan as long as you and your team understand what goes into one. Download our Guide to Project Planning for more guidance on this topic. Think about the tasks that are outlined in the scope of work and try to come up with a project planning and management approach by creating a high-level outline. Our online editor has custom color palettes you can apply with one click. When creating a multi-page project plan, be sure to include a summary. Some simple projects may only need a, , but others could need diverse visuals across a, If you weren’t aware, a deliverable is something tangible that you can show to the rest of the team. And again, it shows that you care. That said, millennials and Gen X prefer to do their own research online, making newer marketing strategies such as search engine optimization, content and email marketing essential. Especially as employees start breaking into smaller teams to tackle a project. If They Expect A Unicorn, It’s Your Fault, Writing and Selling a Masterful Project Plan. If you still need a primer on what a project plan is and how to write one, check out our project management plan guide (it includes plenty of free project management templates, too). A project plan, also known as a project management plan, is a document that contains a project scope and objective. Do yourself one quick favor and ask someone on your team to review it before you hand it over to your clients. Include it in your fundraising plan to illustrate targets. The Project Plan is basically used to manage the execution of a project.. Bold project plan outline. The project management plan is probably the main communication document for the project. Getting tied up in the execution will only confuse you and likely make you feel unimpressed by the final product because it’s not what you envisioned. This section of the sample project plan example describes the project’s cost management plan or provide a reference to where it is stored. Try it out, and create a gantt chart for completely free! Creating a gantt chart based on the steps you’ve outlined for your team is easy and kind of fun. 5. Further Reading: Our guide to creating roadmaps for project planning. Use those questions as a gut check after you’ve created your plan, and keep reading. Make as many copies as you want. As you have seen in this article, there’s not one project plan example that fits every company perfectly. Download. Actually starting the process is one of the hardest parts of project planning. But, the project must have a good outline to be good in the first place. Project plan sub-documents may consist of the project scope, work breakdown structure (WBS), milestone list, and more. It is an agreement between the project manager, project sponsor, project team and key stakeholders. If your team currently prefers the traditional Excel gantt chart, and isn’t quite ready to use TeamGantt yet, try our free Excel template. You can also build out a full strategic plan to identify priorities, goals, key stakeholders and more. For example, you could use a process infographic like this one to quickly swap out phases, add news ones and edit the text. Some simple projects may only need a flow chart, but others could need diverse visuals across a multipage marketing plan. Remember, a well-executed project begins with a solid plan. Your submission has been received! When you’ve got all the info you need and you’ve spoken to all parties, you should feel more than comfortable enough to put together a rock solid project schedule using whatever tool works for you. Just like they did in this project plan sample for a startup weekend: At the bottom of this bold project plan, there are a handful of tools and processes that should be followed at each step. This section should describe, in general terms, the roles and authority of project team members. Word. Here’s a sneak peek at how our editor works, including the text editing bar, icon and stock photo library (free), photo upload function and more. Now the product team will know exactly what you mean when you say you’re working on the “Sketch” step. What are the factors or events that are calling for that date? When we plan any project, we focus on the initiation, combining team members, creating and managing a budget, scheduling time, choosing appropriate project management software , securing other needed resources, etc. It’s important to nail out your goals, who your audience is (personas) and what channels and stories will be most effective for said audience. This template addresses all these areas. You can add dates, or simply use it as a supplement to your project plan. In your project plan, you identify the scope, goals, deliverables and deadlines of your project. Sample project plan example – Section 4: Cost/budget management. Also, since most project plans aren’t set in stone–they’re agile documents that will probably have to be adjusted along the way–sometimes a much simpler and therefore more flexible project plan template is the best way to go. Follow her on Twitter @sara_mcguire. At its core, a project plan defines your approach and the process your team will use to manage the project according to scope. Any good online project planning tool will help you formalize your thoughts and lay them out in a consistent, readable way. There are a few steps you can take to ensure that your project plan goes down in history for being well-written and on target. Some projects are smooth and easy to manage, and others are a complete nightmare that wakes you up at 3 a.m. every other night (it happens). (a meeting, an ad campaign, an event?). You should probably create a simple project schedule (or roadmap) in these instances. Also think about including a timeline of key events and special days such as World Mental Health Day. Improve your estimating & planning skills. Although you won’t be able to account for every possible divergence from the project plan before launch, you can outline what your general approach and mitigation strategies will be for common or likely risks. A project plan helps direct efforts and budget, but will usually experience some (if not many) changes as the project moves forward. Call out project dependencies. For instance, if you’re working on a website design, can designers start creating visual concepts while the wireframes are being developed? Tracking your progress will also help you make informed decisions when planning future projects. Free Download. This infographic lays out best practices for this process; click the image to see the full visual. Use this template to create a better outline for yoru new project. Just remember to be realistic when planning your project, and you will be set. You’ll have an easier time editing it, and there will be more opportunity to give it an engaging design. This may not be the most traditional project plan example, but it does get the point across with its many visual elements. The updates are tracked in the top right corner: With Venngage, you can create multiple copies of a design. A mind map shows relationships between pieces of a whole. Inconsistent design choices are kinda like typos in the design world. It’s also great to utilize the super-smart folks surrounding you to get their input on how the team can complete the tasks at hand without killing the budget and the team’s morale. Like in this simple project plan template, they include deliverables like a, How to create a project plan using Venngage, people tend to remember images better than words, The 4 Project Life Cycle Phases (With Templates For Each Stage), 12 Business Pitch Deck Templates and Design Best Practices to Impress Investors, 55+ Customizable Annual Report Templates, Examples & Tips, How to Create a Business Plan to Inspire Confidence in Investors (+ Business Plan Templates), How to Create a Marketing Plan For Success (+ Marketing Plan Templates). Like how people in call a soft drink: “soda”, “coke” or “pop”, but it means exactly the same thing. Can you have two resources working on the same task at once? For example, this project plan template for a baking company incorporates a donut into the design: Certain phases of your project may end up taking more or less time than anticipated. That’s why it’s valuable to track your progress, so you can adjust your goals. Financial services have typically relied on referrals for new customers. If you’re submitting a status update to your stakeholders, however, you may want to include more context. Further Reading: Check out our mind map guide filled with mind map design tips and templates to help you get started. Basically, a plan is When you’re delivering your project plan, make sure you provide a summary of it in prose format. Keep reading to learn what project planning approach to follow to create a project plan that your team will love. TeamGantt, an online project planning tool, gives you the ability to quickly and easily build a project plan using most of the tips listed above, and makes it even easier to adjust using a simple drag and drop feature. You can also include a fundraising timeline in your final report to your nonprofit’s donors to show what they achieved. A project plan is an essential document for keeping a project on track. Or what tasks come after that you need to be aware of. Adding surprising design elements will help engage and excite readers. Learn how to make sure your projects are on time and on budget. Free Download. You can build a beautiful project plan in just 10 minutes. In the example below, a supervisor can easily glance at their company’s extensive onboarding process and keep track of their responsibilities pertaining to new hires in their first day, week, month, even year. It documents “the actions necessary to define, prepare, integrate and coordinate the various planning activities […] throughout the course of the project” ().It usually include a Project Schedule that lists down dates for specific tasks /activities needed to meet the project plan’s milestones. Creating a project status report will help you keep track of your progress, while also communicating it effectively with other parties. At a minimum, you’ll be responsible for possessing a thorough understanding of: In addition to all of your questions about your client team and their expectations, set some time aside with your main client contact and ask them some tough questions about process, organizational politics, and general risks before creating a project plan. A project plan is a formal, written document that lists all key project details like milestones, deadlines, sprints or tasks, and owners, in an effort to manage, track, and control a project throughout its lifecycle. What does this cost? Good design work is consistent, it’s as simple as that. In fact, the negative effects of bad communication on cost and timelines increase as the project progresses. Take for example the construction of a house. To make your project plan readable, ensure tasks, durations, milestones, and dates are crystal-clear. When you’re first outlining your project timeline, it can be pretty overwhelming. Don’t be bashful about it: explain the thought that has gone into the process of building the project plan, and open it up for discussion. Want a simpler solution to creating a work schedule? Best of all, you can easily switch between gantt, calendar, and list views in a single click. A clear timeline is the backbone of a solid project plan. Project planning is the process of establishing the scope and defining the objectives and steps to attain them. Be thorough. When it comes time to launch your project or product accurately tracking what needs to get done is essential. Add resources responsible to each task so there is no confusion about who is responsible for what. Or you could use a mind map to break down the different components of your project or marketing strategy, like in this mind map template below: This mind map template alternatively shows different parts of a process. Sure, you might have to explain it a few more times, but at least you’re making the effort to help establish good project planning standards across the board and educate your clients on how your team works. Process mapping in healthcare also helps with outlining an existing system and then analyzing how that system can be improved. A fundraising timeline can be critical to your campaign–from start to finish. Also, see Excel Project Plan template with Gantt Chart. Plus, it clearly states exactly what this team is working towards with each of their releases. With these foundational tips, you’ll be well on your way to creating an impressive–and effective!–project plan. (e.g., “CLIENT: Provide feedback”). Something went wrong while submitting the form. At Venngage we try to make sure that at the end of each step in our project we have a deliverable to show for it. Who are the additional stakeholders your team should be aware of? For example, this project timeline template uses an icon to illustrate each step in the process. So we’ll only send you helpful guides and videos on project management, team building, and more. When will the team meet milestones, and when will other members of the team play a role in contributing to or providing feedback on those deliverables? Doing so lays the foundations for a solid, sustainable project plan. Communicating across teams can be a nightmare sometimes, especially as your company continues to grow. PDF; Size: 180 KB. (A president, dean, the boss’s spouse? Project Outline Example for Word. Just swap out the text. It demands your full and undivided attention especially when the event involves a large quantity of participants. Pro Tip: You can change the colors in any of these templates. Learn by doing: create a project plan for free. Doing so will convey that your team has the experience to handle any type of difficult personalities or situation and that you care about the success of the project from the start. Project outline sounds like a summary of how you will accomplish your project proposal or project plan to achieve all project related goals and objectives. Who is the PM, and will he or she be in constant contact with you? With Venngage, you can make flowcharts that are functional and look great. A project plan template is a document that describes the scope and objective(s) of a project and the steps you and your team will take to satisfy those variables. Here we’ll look at specific aspects of the planning process in nonprofits. This approach will help the managers quickly see what needs to be done next. When coming up with ways to embellish your project plan design, look for opportunities to visualize information that you want to emphasize. With this simple process map template, you can kick off the planning in a more structured way. It’s safe to say that a lot of time will be wasted as they try to figure out where to start. Further Reading: Our guide to marketing plans, including formatting tips, how to visualize data creatively (and easily) and templates to get started. This will help make your project plan more reader-friendly and easier to scan. This guide will offer you tips for designing an engaging project plan and a bunch of creative project plan templates to help you along the way. A project outline will help you to organize your thoughts, formulate what might work for the project, and then transform everything into a discussion. Gantt charts show tasks over a period of time. This type of buy-in and communication builds trust on a team and gets people excited about working together to solve a goal. Pair an icon with an important piece of text to help it stand out and stick in the reader’s mind. That’s where a multi-page project status report template may be necessary. Multiple studies have found that people tend to remember images better than words. This is especially important if you’re including your project plan in a company newsletter, Slack channel or presentation (whether internal or to external stakeholders)–anywhere people need to understand a project at a glance. Her writing has been published on Marketing Profs, HubSpot, and Content Marketing Institute. You can also use a timeline infographic to plan out your schedule. And when your team is working on a complicated process, a visual representation can help you keep it all organized. What is the purpose of this project (what problem is it going to solve)? Who will be on the team for this project and what role will they play? Instead, focus on the mechanics of how it will happen. Here we’ll focus on infographics and diagrams for high-level marketing strategy planning for financial services. 1. It’s always free to sign up and use Venngage. So assigning common titles for each step of the process in your project plan can make communication a bit easier. Each step will help you define goals, future plans and a ton of other metrics without getting distracted. Further Reading: Our post on effective communication with your remote team, with templates. It’s common for different people to call a certain thing many names, and that can cause unneeded confusion. Further Reading: Our post on case study examples, with templates that work across industries. Project Plan 3 Project Plan 5; Product feature : Project Home. These graphics are a solid way to show how a project should progress and how each part is connected to each other. Pro Tip: Add more pages to your templates in Venngage’s online editor with one click. To show only part of the outline (A hierarchical structure for a project that shows the tasks groupings), select from the opened Show window the outline level number up to which you want to view. While a project management checklist can be incredibly detailed, it can also provide a more generalized, bird’s eye view of a lengthy process. For example, this project status report template uses check mark icons to rate the success of three different aspects of the project: At Venngage we really love using flowchart infographics in all facets of our planning. Our job is to make sure that you don't forget anything. It’ll take someone 10 minutes, and you’ll have peace of mind. These days it might be an investor, a new client or a potential hire. This project schedule template quickly communicates what teams are responsible for what tasks over certain periods of time. ), What is the project deadline? Instead of wasting half the time searching for the solution. Regardless, plans will change. work breakdown structure, as noted in Chapter 4. review the plan line by line with a client. (Ahem, TeamGantt works nicely for a lot of happy customers). With that in mind, look for ways to incorporate visual memory-prompters in your project plan design. Download Project Management Plan Outline Template. We hate spam just as much as you do. Before to answer this question, let’s discuss what a plan is. Plus, once you have created your project, you can have peace of mind knowing that you thought ahead and have a plan to guide you along as you go. The good news is that much of those broad strokes have already been outlined in your business case, where you proposed the project and explained its expected commercial benefit. Your team may have so many ideas, that it becomes overwhelming and unorganized in a manner of minutes. In the project plan example above, they used a. to break tasks down by teams. Otherwise, people are going to focus on the random design elements, instead of your important content. Or use our calendar maker tool to browse schedule templates and customize them. Use Venngage’s Gantt chart maker to get up and running in minutes. Deliverables and the tasks taken to create them, Timeframes associated with tasks/deliverables, Ideas on resources needed for tasks/deliverables, A list of the assumptions you’re making in the plan, A list of absolutes as they relate to the project budget and/or deadlines, Break out milestones and deliverables in sections by creating headers and indenting subsequent tasks. Earn $200 or more when you refer a friend. Not so good for the old reputation. This file is a guide on preparing a project management plan outline published by Information Technology Support Center for its vendors. Will there be any meetings or points in the project where you’ll want us to present on the current project status to a larger group (i.e., a board meeting)? There are a lot of moving pieces that contribute to the completion of a project. This project timeline template provides an overview of all the steps involved in a particular project. Is there a preferred mode of communication and online project planning tools? It is one of the most important of the processes that make up project management. It’s also important to break your projects down into smaller tasks with staggered deadlines. Details. Or simply email the timeline infographic or instant message it for approval. Doing that would be like stabbing every single one of your coworkers in the back. You can use a mind map in your project plan to categorize tasks according to your goals, like in this mind map project plan. The output of the project planning process is a project management plan. In the process map template below, they used eight simple keywords for each step of their project. Watch our video: How to Plan a Project. There’s nothing more embarrassing than being a project manager and delivering a plan with an error—like an incorrect date. In a major time crunch? If you approach it as something more than a dry document and communicate that aspect of it differently to everyone involved, it can and will be seen as integral to your project’s success. This made it easy to scan the chart for specific weeks and tasks. When you think of drawing out your project plan, a Gantt chart probably comes to mind. To speak to a sales expert, call 1 855-270-0615. A Next, Now, Later plan can also really help your team out. With a good team and a clear scope of work, you’re on your way to making a solid plan that is manageable and well-thought-out. You can use the Outline option from the Project menu to see only the tasks at a specified outline level. As you have seen in this article, there’s not one project plan example that fits every company perfectly. It’s the perfect way to say thank you and it’s also a great way to engage donors and encourage repeat donations. For example, this project plan template uses a simple bar graph to track the duration of each phase. First, a project plan is the activities, tasks and resources you are going to use to fulfill your project. These goals and objectives are collected in a project charter, which you’ll use throughout the project life cycle. You’ve done your research, outlined your approach, discussed it with your team, and built your formal project plan. A project plan, or project management plan, is a formally approved document created by a project manager to execute, manage and control a project. How do you write a project plan? Download Project Plan templates. Use the bullets as guidelines for completing this section.> • Identify the compliance of this Plan to any standards. This helps reinforce the information, and gives readers a visual to refer back to: While your project plan should include the details of your project, offering a visual summary will help keep your team on track. And a single shape to illustrate the deliverables for each process. (They need to be). For example, this project timeline template outlines that tasks and milestones for each month in a year: While your priority when designing your project plan should be function, finding ways to make your design engaging is still important. A project plan, then, is about identifying, prioritizing and assigning the tasks and resources necessary to create the structure for a successful project. Sometimes you’re going to have to present a project plan to people outside the company. Before you embark on any project, it’s a good idea to start with a plan. Otherwise, we are just spinning our wheels and working on things that don’t really matter at that step. Design elements like color, shapes, and icons can add a ton of context to any complex project plan. Project Plan < Insert Project Name > 1.5 Evolution of the Plan