Project Planning Template
Create a source of truth for teams to visualize and reach project milestones.
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.
Get started with this template right now.
Project Kickoff Template
Works best for:
Project Management, Documentation, Meetings
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.
Project Status Report Template
Works best for:
Project Management, Documentation, Project Planning
When a project is in motion, the project manager must keep clients and shareholders updated on the project’s progress. Rather than waste time with constant meetings, leaders can send out weekly or daily project status reports to keep everyone informed. You can use the Project Status Report Template to streamline the report creation and distribution process.
Cynefin Framework Template
Works best for:
Leadership, Decision Making, Prioritization
Companies face a range of complex problems. At times, these problems leave the decision makers unsure where to even begin or what questions to ask. The Cynefin Framework, developed by Dave Snowden at IBM in 1999, can help you navigate those problems and find the appropriate response. Many organizations use this powerful, flexible framework to aid them during product development, marketing plans, and organizational strategy, or when faced with a crisis. This template is also ideal for training new hires on how to react to such an event.
Project Proposal Template
Works best for:
Project Management, Documentation, Project Planning
For any type of project, the Project Proposal template can be a crucial step toward clarifying the context, goals, and scope of a project to get stakeholder buy-in. A project proposal outlines what you want to accomplish, your goals, and how you plan to achieve them. Generally, a project proposal gives the reader some context on the project, explains why it is important, and lists the actions that you will take to complete it. Project proposals have myriad uses. Often, businesses use project proposals to get external buy-in from a donor or outside stakeholder. But many companies draw up project proposals for internal buy-in too.
Event Planning Template
Works best for:
Planning, Workshops
Whether you’re planning a product launch, fully remote conference, or milestone event, the Event Planning Template will act as a visual checklist and map for all the details you need to consider before the big day. The Event Planning Template is an adaptable way to make sure the creative and strategic vision of your event doesn’t get lost in the details. By mapping out different sections - from the marketing plan, to the agenda, to snacks and swag for guests — you and your team can focus on the details most important to your functions, and collaborate as needed when overlaps occur.
Matrix Org Chart
Works best for:
Organizational Charts, Diagramming
The matrix org chart template organizes teams efficiently and promotes effective communication. It is an essential tool for businesses that require complex decision-making capabilities and rapid response times. With this template, people can easily visualize their roles, responsibilities, and relationships within the organization, leading to improved alignment and performance.