Work plan templates are usually made for projects to make them more organized and efficient. They should display all the activities and tasks which are involved in a project, who is assigned to each activity and task and when the tasks are supposed to be completed. Usually, these plans are made as part of the requirements when submitting a proposal for a project. Once the project has been approved and has begun, the plan would then serve as a tool to keep track of the project and check if there are no delays.
A project work plan template is a detailed account of how a single person or a group of people would intend to accomplish particular tasks which are working towards the completion of the project. Also known as a “statement of work,” it would typically contain the following:
This article is all about this document, of the different types, benefits, components, and even how to make your own template. Read on and be guided by all this useful information.
There are different types of templates. Whether you make your work plan template in Excel or in any other software, you would first have to determine which type you would be making to be able to identify and establish all the other content. Here are the most common types of plans which you can create:
These plans are extremely useful for small organizations and businesses wherein only a few people would be given tasks to complete for the project. Typically small business owners would assign employees with creating individual plans for different projects such as launching a new product or even for strategic long-term planning.
This type of plan would usually include the following:
These plans can also be used if an employee would like to approach the owner of the business or organization with a proposal for a new project. Then the plan should be very detailed and should include all necessary information and attachments to be approved.
This type of plan is very much similar to one for employees except that it has a larger scope and it would usually involve a whole department or a team of employees. This plan would detail who is assigned for the different aspects of the project or the proposal and would focus mainly on the benefits it would have to the company.
It is frequently more detailed in terms of finances which mean that it would take into consideration the budget which is already existing, it would show any projection of costs and resources as well as the possible outcomes when the project is implemented.
This type of plan would have to include:
This type of plan would be similar to a simpler version of a business plan and it would generally contain the same components as plans for employees and managers. However, it should also contain relevant market research as well as long-term projections for costs.
This type of plan can be used as a tool to bring up the probability of new projects to key people such as the members of the board, stakeholders and potential business partners and investors. If a business owner would like to introduce the idea of a new product or a new project would be very beneficial to the business in a board meeting, then he/she could make such a plan to aid in his/her presentation.
A lot of smaller businesses or organizations would hire consultants for different projects and a plan would need to be presented in the whole bidding process. Such a plan should contain the following:
These are the most common types of plans which can be made. So before you make yours, think about the purpose of your plan so you can determine which one you will be creating. Now let’s take a look at the different benefits of making and using such plans.
Downloadable Templates:
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Whenever you plan to make a project, a project work plan template would usually come with it. But is it really important? As you would see in this section, there are quite a number of benefits to making and using such a plan. These benefits would work towards the betterment of your organization so it would be good to know about them.
It would Serve as a Motivation
When you make an effective and organized plan, you could use it as a tool to monitor the progress of your project. As you are accomplishing objectives by completing tasks, you would be ticking off these items and as you are doing this, you will clearly see how you are getting closer to reaching the goals of your project. This could serve as a great motivation for you and your employees especially when you see that things are getting done and the goals are within reach.
It makes Communication a lot more Effective
Making a plan wherein all tasks are clearly defined and designated would help improve the communication within the group of employees who would be working on the project. If everyone is on the same page and everyone is working towards the same goal, it would mean that no one is confused and the project will most likely progress smoothly.
It would Help Control the Project Costs
Having a well-made plan would permit you to manage the costs and budget of your project more effectively. Since you would have to include the budget of each task and the whole project, you would have an idea how much you are expected to spend for each activity. Do your research and include all the estimates in your plan so that you would be able to keep it under control.
It would Prepare You for Unexpected Occurrences
Since part of creating your plan is to think about possible limitations and constraints, you would most likely be prepared when they happen. You would have a plan of action and space in your timeline to make up for the unexpected occurrences and so your project won’t get too delayed.
As you can see, there really are a lot of benefits to making such a plan. Now before we move on to actually making one, let’s take a look at the different components which should be included. No matter what type of plan you are making, these components should be present which is why it’s important for you to be aware of them.
Before you start making your work plan template in Excel or in any other software, it would be better and easier for you if you learn about the different components. These components are essential especially if you’d like your plan to be very organized and complete. Here are the important components:
The very first component of your plan should be the project description. It is basically a brief overview of your project and the reasons why the plan was created. It’s important to keep this part short but interesting to encourage the readers to continue on reading.
The plan should also contain the key issues, which should have already been established before the project or the plan is created. These important issues are usually determined at the assessment phase of your project.
Of course, the objectives and goals of your project should be included in your plan. Without these, your plan would not be very effective and if it’s part of a proposal, it might not be approved.
Establish the key strategies you are planning to employ to complete your project. This, along with the milestones, should be included so that the readers would know the direction of your project and what would be needed to complete it.
You should include an estimated budget as well as a list of all the resources you would need for all the tasks and activities which are included in your budget. This is especially important if you are planning to present your plan to potential investors.
Finally, your plan should have a schedule or timeline which would define how much time would be needed to complete the project.
These are the basic components which should be included no matter what type of plan you choose to make. Now let’s see how you would make your own work plan template with Excel or other software.
Typically people would make work plan template in Excel but if you’re more comfortable working with a different software, go right ahead. The important thing to remember when making your template is to include all the important components, no matter what type you plan to make. Making use of a work plan template would aid in making your project more organized and would help make the people involved a lot more efficient. Here are some helpful steps to guide you:
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