Project management templates

Milestone Chart Template

When your team is collaborating on a large project, keeping track of the many tasks and multiple timelines can be a challenge. That’s why you need a milestone chart. These visual representations of important project events will make it simple for your team to stay on schedule and reach goals on time. And it’s so easy to get started — just determine the major milestones, use our template to create a milestone chart, and define the key dates and deliverables each milestone will require.

Meet the Team Template

A Meet the Team page is the best way to introduce each member of the team or organizational leaders. It includes profile pictures and bios with their work experience, achievements, and social media links. The Meet the Team Template helps you design a page that genuinely reflects your team.

Executive Summary Template

Pique their curiosity. Get them excited. Inspire them to keep reading, diving further into your proposal details. That’s what a good executive summary has the power to do—and why it’s a crucial opening statement for business plans, project plans, investment proposals, and more. Use this template to create an executive summary that starts building belief, by answering high-level questions that include: What is your project? What are the goals? How will you bring your skills and resources to the project? And who can expect to benefit?

Sales Strategy Gantt Chart

Creating and executing a sales strategy requires meticulous planning. The Sales Strategy Gantt Chart template helps you map out every step of your strategy, from goal setting to implementation and review. Visualize key activities, set timelines, and assign tasks to ensure your sales team stays focused and aligned. This template enables you to track progress, measure performance, and make data-driven adjustments for better sales outcomes.

STAR Technique Template

Find out how to use the STAR interview method to identify the best candidate for the role. Interviewees can also use the STAR technique to prepare detailed and thorough responses during the interview.

Bull's Eye Diagram Template

When you’re a growing organization, every decision can feel like it has make-or-break consequences—which can lead to decision paralysis, an inability to prioritize, inefficient meetings, and even low morale. If that sounds like you, put a Bull’s Eye Diagram to work. True to its name, a Bull’s Eye Diagram uses a model of concentric circles to help companies establish priorities, make critical decisions, or discuss how to remove or overcome obstacles.

Double Bubble Map Template

Double Bubble Map Template serves as a powerful tool to facilitate teamwork and streamline idea exploration. This adaptable template empowers teams to brainstorm, analyze, and compare concepts with ease, making it an invaluable asset for enhancing creativity and fostering clarity among team members.

Project Kickoff Template

This Project Kickoff Meeting Template helps you have all the information about your project in one shared space, like a project manifesto. This template has seven activities to define your project’s goals and objectives, the team’s roles and responsibilities, and the next steps and resource materials for further consultation. Use the Project Kickoff Meeting Template to manage projects effectively and keep everyone aligned.

Work Plan Template

A work plan is essentially a roadmap for a project. It articulates the steps you must take to achieve the desired goal, sets demonstrable objectives, and establishes measurable deliverables. An effective work plan guides you throughout the project lifecycle, allowing you to realize an outcome by collaborating with your team. Although work plans vary, they generally contain four core components: goals, strategy, tactics, and deliverables.

Editorial Calendar Template

If your company is like most, content is a big thing. You create more of it (and a lot faster) than you create almost anything else. It includes blogs, newsletters, social media posts, ads, and more—and it requires ideating, writing, editing, and publishing. That’s why every content team needs an editorial calendar. The template will let you easily create a calendar that empowers your team to plan strategically, keep things organized (by content type, writer, channel, and delivery date), and finalize/post all content on schedule.

Project Tracking Template

The Project Tracking Template is an all-inclusive solution to help you manage your projects more efficiently. This dynamic template allows you to easily organize, track, and collaborate on your projects. One of the key advantages of this template is its ability to provide enhanced visibility into project progress. By looking at the Kanban board, teams can quickly gain real-time insights into task statuses identify completed milestones, tasks in progress, and those requiring attention. This level of transparency facilitates informed decision-making and promotes accountability among team members, ensuring that everyone is aligned towards the project's successful completion.

One Pager Template

One-page project summaries are essential tools for synthesizing complex information into a clear and concise format. They offer significant benefits by enhancing team alignment. By distilling the core elements of a project or idea onto a single page, these summaries facilitate a shared understanding among team members and stakeholders. This shared understanding is crucial, especially in fast-paced environments where clarity and quick comprehension of key project aspects can dramatically improve decision-making and coordination. The structured yet flexible design of these summaries allows teams to focus on what truly matters, reducing miscommunication and increasing the efficiency of project execution.

Accountability Chart Template

The Accountability Chart Template is a visual map detailing the various roles within an organization and the responsibilities tied to each. This systematic layout ensures clarity in defining duties and fosters a culture of accountability. A standout benefit of using this template is its capacity to eliminate role ambiguity. The Accountability Chart template ensures that every team member understands tasks by clearly depicting who is responsible for what. This leads to enhanced productivity and reduced task overlaps or missed assignments.