Use our free project management plan template when planning a project with a client or within your team. This sample outlines the project’s scope, along with crucial milestones and tasks to complete the project. Our editable project plan sample lets you cover all vital information in one document which you can further send, download or print in PDF.
Find the details related to this project listed below:
Project Name: (Project.Name)
Company Name: [ProjectManager.Company]
Phone: [ProjectManager.Phone]
Email: [ProjectManager.Email]
Company Mailing Address: [ProjectManager.StreetAddress] [ProjectManager.City] [ProjectManager.State] [ProjectManager.PostalCode]
Project Location: (Address.ProjectLocation)
Author: [ProjectManager.FirstName] [ProjectManager.LastName]
Date: [Document.CreatedDate]
The scope of the project is as follows:
(Define the activities and tasks undertaken within the scope of the project)
Make sure that when you define the scope of your project, you include all the tasks and activities mentioned in the Project Charter.
Key project milestones are set out in the following table:
Project Milestones can include forming the team, analyzing the client’s pain point, implementing strategies, and delivering a project summary and results report.
The major project phases undertaken in this project are as follows:
Examples of project phases can be initiation, planning, execution, and completion. These are broad topics and should be listed in chronological order.
These are the tasks that will be completed for each phase:
A ‘task’ is simply an item of work to be completed within the project. List all tasks required to undertake each activity within the following table:
The expected time it will take to complete each task is as follows:
For each task listed, you can indicate how much time you expect it to take. It’s essential to provide the client with a timeframe on how long they can expect results.
The resources required to complete each task are as follows:
Responsible team member
(Mention any services required to complete the task)
(Mention any goods required to complete the task)
(Mention any services required to complete the task)
(Mention any goods required to complete the task)
Please see a summarized schedule for the project below:
Completed by Date
You can make this section more visual including a Gantz chart to show this schedule. You can use a tool like Excel or a specialized Gantz creator to assist here.
Note: Refer to the Appendix for a detailed project schedule.
The team members that will be involved in this process are listed below:
These are the stakeholders involved in the project:
We have identified the following key dependencies that apply to the project:
(What does it depend on)
(Type of dependency)
(What does it depend on)
(Type of dependency)
There are four types of dependencies. They’re finish-to-start (one task has to finish before the next can start), finish-to-finish (one task has to finish for the other one to finish), start-to-start (one task has to start for another one to start), start-to-finish (one task has to start so that the other can finish).
It is assumed that: (Please select all that apply)
The project will not change in scope The resources identified will be available upon request The approved funding will be available upon request Other, please specify:The following constraints will be applicable: (Please select any that apply)
The project must operate within the funding and resource allocations approved The project team must deliver the software with no requirement for additional hardware Staff must complete the project within regular working hours Other, please specify:Description of first item
Description of second item
Description of third item
A (specify percentage) deposit is required upon accepting this project.
The balance is required within (number) days of completing the project and the Project Manager sending an official invoice to the Client.
A (specify percentage) retaining fee will be applicable.
The retaining fee is required if the client will use the project manager’s services in the future. If this isn’t the case, you can remove this section from your project management plan template.
The following potential risks have been identified:
Any change requests that are not currently included in the scope of this project, but are required to complete it, are logged here:
The change log is important for keeping track of any additional tasks that come up during the project that are required to complete the project. This can be anything that has to be dealt with that wasn’t known initially.
Find attached any other documents that are relevant to the Project Management Plan. (Mark which ones)
Detailed Project Schedule (listing all project phases, activities, and tasks)
Other documentation (Business Case, Feasibility Study, Project Charter)
Other relevant information or correspondence
Other, please specify:
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A project plan is a set of documents that outline how a project will be managed and completed. These documents will outline everything that needs to be completed, which team members are responsible for which tasks, any resources required, budgetary considerations, potential risks, deliverables, and more. This document is given to the client, as well as all involved team members, so that everyone can be on the same page with what’s happening at all times.
The purpose of a project management plan is to guide the execution of the project plan. It achieves this by setting out all the tasks and goals of the project to ensure that there’s a clear roadmap to follow to achieve the results the client is expecting from the project. It also helps outline potential risks and solutions to ensure that everything flows smoothly. Using a project management plan example is a great place to start to ensure you’ve got all the aspects covered.
A project management plan outlines everything required to complete a project. Depending on the specific type of project, you could require additional documents. However, any basic project management plan should include at least the following aspects:
You can use a sample project management plan to ensure that you’re starting off with all of these required sections you need to cover. This will keep you from forgetting vital information.
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