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Project Planning Template - overview

This spreadsheet provides a template for planning and reporting on simple projects (up to
For bigger projects, the template can be expanded, but will be less usable as an A4 page l
Worksheet Name:

"Blank"

"Example"
"Blank to Print"
"Template"
Printing:

g Template - overview

vides a template for planning and reporting on simple projects (up to 20 activities)
he template can be expanded, but will be less usable as an A4 page layout.

This is a blank sheet, ready to add your own information.


It is a "manual" planning template - you have to add all the bar chart data using
copy/paste.
This is a worked example using "Blank".
This is an empty, printable, version of "Blank".
This contains brief descriptions of what to include on the template.
The print area is set to show the plan on one page of A4.

Project Name:
Project Manager:
Deliverables

Date:

Objectives:

Budget & Resources:


Plan:
Act.:
Act % Plan:
#DIV/0!
People Plan:
People Act.:
People A%P
#DIV/0!
Start Date:
30-Dec
End Date:
30-Dec
Elapsed %:
#DIV/0!

Commentary/
Summary:
Risks & Issues:

End Date

Start Date
(dd-mmyy)

Activities and Milestones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Status (R/A/G)

Project Plan

29/06/16

Overall Status:
Green

Plan:
0

10

12
People
Plan:

10

12

Responsible, Accountable, Consult, Inform

Date:

Budget & Resources:


Plan:
50,000
Act.:
3,000
Act % Plan:
6%
People Plan:
150
People Act.:
12
People A%P
8%
Start Date:
1-Mar
End Date:
5-Oct
Elapsed %:
1228%

10,000

20,000

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Commentary/
Summary:
Risks & Issues:

Other current projects impacting on availability of key staf

40,000

50,000

60,000

20

40

60

80

100

120

140

160

1-Mar
13-Mar

13-Mar
28-Mar

31-Mar
6-Apr

31-Mar
9-Apr

1-Apr
1-May

30-Apr
8-May

29-May
1-Jun

29-May
6-Jun

1-Jun
7-Jun

6-Jun
21-Jun

28-Jun
13-Jul

12-Jul
31-Jul

1-Aug
16-Aug
22-Aug

15-Aug
21-Aug
31-Aug

1-Sep
9-Sep

8-Sep
16-Sep

17-Sep
30-Sep

29-Sep
30-Sep

5-Oct

5-Oct

C
AR

R
AR
R
AR
AR
A
R

AR
AR
C
C
A
I
I
AR

A
I

R
C

IT Dept.

Users

Owner: E.F.G.

Feb-10

Jan-10

Dec-09

Nov-09

Oct-09

Sep-09

Aug-09

Jul-09

Jun-09

May-09

Apr-09

Responsible, Accountable, Consult, Inform

Mar-09

End Date

Start Date
(dd-mmyy)

Activities and Milestones


Develop learning objectives
Develop Treatment
Treatment Signed-of
Brief Agency
Develop Script
Review Script
Script Signed-of
Put Script into Templates
Plan Filming/Asset Capture
Film/Capture Assets
Edit/Encode Assets
Amend Content
Conduct User Acceptance Testing (UAT)
Compile UAT Results
Amend Content Based on UAT
Conduct Acceptance Review
Amend Content Based on Review
Integrate with existing Programmes
Final Acceptance Signed-of
Launch

Status (R/A/G)

Final Programme

Draft Programme

30,000

People
Plan:

Project Plan

Script

Objectives and Treatment

To improve participant feedback scores by 5% by


31/12/09

Plan:

Admin.

To reduce the costs of the current Classroom


programme by 40% by 31/12/09

Overall Status:
Red

Agency

Objectives:

29/06/16

S.M.E.

Deliverables

Develop Online Learning Programme


A.B.C.

Manager: A.B.C.

Project Name:
Project Manager:

I
C
C

R
AR

AR
AR

AR
AR
R
AR
AR
R
AR

C
I

R
R

Project Name:
Project Manager:
Deliverables

Date:

Objectives:

Budget & Resources:


Plan:
Act.:
Act % Plan:
People Plan:
People Act.:
People A%P
Start Date:
End Date:
Elapsed %:

Commentary/
Summary:
Risks & Issues:

End Date

Start Date
(dd-mmyy)

Activities and Milestones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Status (R/A/G)

Project Plan

Overall Status:

Plan:
0

10

12
People
Plan:

10

12

Responsible, Accountable, Consult, Inform

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Commentary/
Summary:
Risks & Issues:

Type an overall summary here

Summarise any risks/issues here

Budget & Resources:


Plan:
100
Act.:
80
Act % Plan:
80%
People Plan:
10
People Act.:
7
People A%P
70%
Start Date:
30-Dec
End Date:
30-Dec
Elapsed %:
#DIV/0!

29/06/16

Overall Status:
Green

Type R,A,G
<<< here

Plan:
0

20

40

60

80

100

120
People
Plan:

10

12

Graphs show financial and people plans/actuals (above)

Use R, A, C, I for each role/stakeholder

Stakeholder 5

Stakeholder 4

Stakeholder 3

Stakeholder 2

Stakeholder 1

Team member 6

Team member 5

Team member 4

Team member 3

Team member 2

Team member 1

Manager

Owner

Period 12

Period 11

Period 10

Period 9

Period 8

Period 7

Period 6

Period 5

Period 4

Responsible, Accountable, Consult, Inform

Period 3

Activities and Milestones


Add activities or milestones here
Add activities or milestones here
Add activities or milestones here
Add activities or milestones here
Add activities or milestones here
Add activities or milestones here
Add activities or milestones here

End Date

Deliverable 4 here

Deliverable 3 here

Deliverable 2 here

Obj. 3 here

Start Date
(dd-mmyy)

Obj. 2 here

Add info on
budget and
actual spend >>>
Add info on
plan and actual
people >>>
Start and end date
are summarised
here >>>
Project Plan

Period 2

Objectives:
Obj. 1 here

Deliverable 1 here

Date:

Status (R/A/G)

Deliverables

Name of the project here


Project manager's name here

Period 1

Project Name:
Project Manager:

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