Project Planning General

Project Planning Template

Create a source of truth for teams to visualize and reach project milestones.

Trusted by 65M+ users and leading companies

walt disney
asos
contentful
ubisoft
pepsico
macys
whirlpool
hanes
yamaha
docusign
liberty mutual
wp engine
accenture
bumble
delloite
hewlett packard
total
dropbox
walt disney
asos
contentful
ubisoft
pepsico
macys
whirlpool
hanes
yamaha
docusign
walt disney
asos
contentful
ubisoft
pepsico
macys
whirlpool
hanes
yamaha
docusign
liberty mutual
wp engine
accenture
bumble
delloite
hewlett packard
total
dropbox
walt disney
asos
contentful
ubisoft
pepsico
macys
whirlpool
hanes
yamaha
docusign

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.

Project Planning Template

Get started with this template right now.

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