About the Project Planning Template
Project planning helps you prepare for any project. The first step is getting approval from a key decision-maker like upper management. Once you get permission to move forward, you’ll need to map out the project's who, what, when, where, and how.
Miro's project planning template is the perfect tool to guide you through this process, and set your project up for success.
How to use the project planning template
Filling in Miro's project planning template makes setting up your next big project easier than ever. Get started by selecting the template, then follow these steps:
1. Invite stakeholders to help define your plan
Before you start filling in the different sections, invite your team, clients, and other stakeholders to collaborate in your Miro board.
2. Define project goals
Align with your team on the problems you’re trying to solve. Document these pain points in the relevant sections of the template.
3. Determine how success will be measured
The more specific your metrics, the better chances for your team to reach them. Try agreeing on specific numbers or percentage changes you’d like to see in certain areas of your business so everyone involved knows what success looks like.
4. Confirm who else needs to be involved
Everyone on your project should have a defined role. Even if they’re not available to participate in the meeting, you should include them in the planning document. Add their names to sticky notes in the "Who will participate section."
5. Get an estimate of project cost
This includes your financial budget and can also extend to time and resources for your team.
6. Identify what resources already exist.
Are you starting from scratch, or piloting a new initiative? Have a look into what assets you already have access to and how they can boost your project. Make note of what you already have — and what is missing — on the template.
7. Know what obstacles stand in the way of success
Prepare for roadblocks or time lags throughout your project timeline. Stay proactive and anticipate how you can stay on track.
8. List your action items
Outline your next steps after the meeting, and allocate responsibilities to each team member.
9. Confirm your project timeline
Deciding on dates and deadlines will keep your project on track. Revisit the plan regularly to ensure that you’re working together toward your goals, and revise as needed.
What should be included in a project plan?
A project plan is a single source of truth that helps teams visualize and reach project milestones.The plan typically includes:
Goals defined, and tasks you need to complete to achieve them
Scope of the project
Outlining task schedules
Delegating task management to your team members
Cost estimates for each phase of the project
Planning for unexpected events
Project timeline
Deliverables expected at the end of the project
When you’re in the production phase of any project, planning documents will save you time and money by encouraging teams to consider hidden costs and the tasks involved from start to finish.
Discover more project charter examples and simplify your planning.
