Simple Project Plan Template
Manage your team’s time, budget, and resources, to kick off project goals.
About the Simple Project Plan Template
The strongest project plans seek input and aim for understanding with team members or clients who contribute to or sign off on output.
Keep reading to learn more about simple project plans.
What is a simple project plan
A project plan should help your team answer the big questions about why the project needs to happen. The document should answer:
What are we doing?
Why are we doing it?
How will we make it happen?
When will we act on each step of the process?
How long will each of these steps take?
When to use a simple project plan
A project manager or lead can start a simple project plan. The plan can be adapted to suit internal team projects or external client partner projects.
You can collect data and information needed for your project plan by:
Meeting with your client or project sponsor. Take detailed notes, and set expectations as early as possible. Encourage them to share and learn from their product knowledge. Discuss timelines and other factors that may cause delays in final delivery. Establish best communication methods for the project, and how often you’ll check in with each other.
Assembling your team or department inside your organization. Find out who has the right skills for each project phase, and invite them on board.
Asking for your team’s input. Each team member can offer valuable feedback that can help you adjust deliverables, budget estimates, and timeline. A project plan is also a living document. As the project evolves, so will its execution.
Create your own simple project plan
Making your own simple project plans is easy. Miro’s whiteboard tool is the perfect canvas to create and share them. Get started by selecting the Simple Project Plan Template, then take the following steps to make one of your own.
Decide what success looks like. Whether you’re working on an internal or external project, it’s important to define what a project’s success or failure means. Don’t just think about the outcome (for example, client approval of deliverables), but also consider the process (including the hours worked to produce the outcome, as well as the number of people involved, plus their contributions).
Set team goals. After you define clear, specific, time-bound goals, you can prioritize them and align your team so everyone can focus on what’s important.
Assign responsibilities to everyone involved. At every phase of the project, your team should know what they are accountable for. Think about how each team member can meaningfully contribute to the end goal, and consider their availability and workload.
Define your deliverables. Define the output as early as possible, to set expectations. These deliverables should be detailed and match up with project goals.
Create your timeline. Although projects don’t always go as planned, visual representations such as timelines allow the team to consider the scope of tasks, different project phases, priority level, duration of each task, and team members responsible for each task’s success.
Organize a kick-off meeting. This is an opportunity for the project to inspire the team. If everyone on your team takes responsibility and stays accountable, it’s easier to keep the bigger picture in focus, and accomplish your goals.
A timeline is a visual tool that chronologically plots out projects step by step. It’s an ideal tool for your team to tell stories (such as an overview of events in your organization) and visualize your projects or processes. The Timeline Workflow template is perfect for any project that relies on visual content. You may find it beneficial to use with your team and also to share with other stakeholders or clients to keep them in the loop on your progress.
A risk matrix--also known as a probability matrix, risk assessment matrix, or impact matrix--is a tool that allows you to evaluate overall risk by visualizing potential risks in a diagram. The tool allows you to weigh the severity of a potential risk against the probability that the risk might occur. Risk matrices are useful for risk management because they visually represent the risks involved in a decision. This empowers you to avoid worst-case scenarios by preparing contingencies or mitigation plans.
Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.
What's on Your Radar
Do you or your team feel overburdened by tasks? Having trouble focusing on particular problems? What’s on Your Radar is a thought exercise in which you plot ideas according to their importance or relevance. Designers and teams use what’s on your radar to ensure that their ideas are within the scope of a given project. They also rely on the method to assess whether a given solution is likely to solve the problem at hand. But even if you’re not a designer, the method can help assign priorities and ground your ideas in reality.
Annual Calendar (2021 / 2022)
Plenty of calendars help you focus on the day-to-day deadlines. With this one, it’s all about the big picture. Borrowing from the grid structure of 12-month wall calendars, this template shows you your projects, commitments, and goals one full year at a time. So you and your team can prepare to hunker down during busy periods, move things around as needed, and celebrate your progress. And getting started is so easy—just name your calendar’s color-coded streams and drag stickies onto the start date.
Have an overwhelming list of to-dos? Prioritize them based on two key factors: urgency and importance. It worked for American president Dwight D. Eisenhower, and it can work for you—this decision-making framework will help you know where to start and how to plan your day. With our template, you can easily build an Eisenhower Matrix with a quadrant of key areas (Do, Schedule, Delegate, and Don’t Do) and revisit it throughout the day as your priorities change.