How To See New Employee Checklist Template Excel

Before you lot embark on any projection, it'southward a skilful idea to start with a plan. Specifically, a project plan. It'south fifty-fifty more than important if you're trying to better communicate with managers, clients, employees and more than.

Why not just make a roadmap in Excel or Word and phone call it a day? Well, you could, only the stop result will be pretty lackluster.

Not sure where to start? This guide will offer you tips for designing an engaging project program and a bunch of creative project programme templates to assist you forth the way.

 

Project plan templates (jump alee):

• Project timeline templates
• Simple project plan templates
• Project schedule templates
• Project checklist templates
• Project status report templates
• Work programme templates
• Project plan FAQs

1. Employ a projection timeline template to visualize your deadlines

When yous're first outlining your project timeline, information technology can exist pretty overwhelming. A visual timeline helps stakeholders get a better sense of what needs to be washed, and by when.

A project timeline template is a versatile way to visualize milestones processes, and goals. In fact, a clear timeline is the courage of a solid project programme. Confusion relating to deadlines, and what is required for those deadlines, is a mutual problem many teams confront while working on a project.

Related: How to Write a Comprehensive Projection Management Program (+ Examples)

Start off, though, you lot want to identify your project goals. Use a simple mind map like the one below to categorize tasks according to your goals.

 

Now yous're ready to starting time planning your projection.

Project plan timeline infographic template

 

This projection timeline template uses different colors to categorize tasks for each calendar week. It's a compact and creative way to present a project plan. In fact, horizontal timeline layouts are popular because they're easy to slot into a presentation.

Related: 120+ Best Presentation Ideas, Design Tips & Examples

That said, horizontal timelines tin can be harder to fit onto alphabetic character-sized pages. If you programme to practice so, use less than 7 points and go along your descriptions for each point brief.

Planning procedure project timeline template

This snake timeline layout similar the one in a higher place is great for timelines with lots of points and not much text. They're very space efficient. Simply use them when y'all want to focus on the visuals, perhaps when you're presenting a high-level overview to a boss or client.

Monthly project milestones timeline

When it comes to designing project reports and charts, colour is specially effective for categorizing data.

You can utilize color to categorize tasks past blazon, week, the team involved etc. This project timeline template uses alternate colors for the rows (blackness and orange) to keep the reader's eye engaged.

It'southward besides important to intermission your projects down into smaller tasks with staggered deadlines. The project timeline template above includes specific dates for tasks to complete inside each calendar month.

Nonprofit fundraising project timeline template

 

This projection timeline template would also work well on a presentation slide cheers to its size and the fact that's it's a high-level overview.

Its unique design and bright colors would be great for pitching potential investors, whether it'south for a new business organization idea or to raise funds for your nonprofit.

Related: How to Create a Business concern Programme to Win Over Investors (+Templates)

Creative design process project timeline template

 

Project timeline templates tin can assist you step back and create a big picture overview, especially when you're in the initial stages of planning a projection.

The above project timeline template provides an overview of all the steps involved in a particular project. It besides uses icons to add visual interest and easily identify dissimilar stages.

You could insert this project timeline into a client pitch deck, business organisation plan or proposal.

Related: How to Create a Timeline Infographic: The Definitive Guide

2. Employ a simpleprojection program template to keep things in perspective

When your team is working on a large project it'south sometimes hard to go on everything in perspective. You may have been working on a certain office for and then long that you forget what came earlier information technology. Or what tasks come up after that you demand to be aware of.

Without all of this information, mistakes will be made and delays are guaranteed. That's why it'south a great idea to use a simple project program template that includes critical information like scope and timeframes.

Simple project programme template

 

This elementary project plan template uses icons to help communicate what'southward part of the telescopic of work, and as bullet points. Simple to edit (and clean and modern to look at), it also covers all the bases.

Setting out a timeframe with actionable short-term and long-term goals is key, too equally outlining how you lot program to evaluate and monitor your progress.

Related: The four Project Life Cycle Phases (With Templates)

Your project programme should exist the source of truth as the project progresses, then information technology'south important to have the scope, timeframe, budget and evaluation processes set out from the beginning.

Basic project plan template

Use a basic project plan template when all y'all need to do is outline cardinal milestones and tasks. You lot tin can utilize information technology as a unproblematic roadmap for your team to refer to to help keep them organized and on rails.

This bones template would also piece of work well as a presentation slide if you're presenting to stakeholders.

Pro Tip: Learn how to use Venngage templates with PowerPoint in our guide How to Make Better Infographics for PowerPoint.

Simple projection advice plan template

 

Nada is more than critical to the success of a projection than effective communication, co-ordinate to a inquiry paper for the Project Management Institute. In fact, the negative effects of bad communication on cost and timelines increase as the project progresses.

That's why from the start of a project you should have a project communication plan, such as the one above. The programme should include what formats are appropriate for communicating types of content (email updates vs. a formal report, for case), to who and when.

Simple roadmap project plan template

 

A Side by side, Now, Later plan can also really help your team out. The unproblematic project roadmap template above keeps each of the steps extremely unproblematic and like shooting fish in a barrel to follow.

Plus, it conspicuously states exactly what this team is working towards with each of their releases.

Besides, since most projection plans aren't set in stone–they're agile documents that volition probably have to be adjusted forth the way–sometimes a much simpler project plan template is the all-time style to become. Information technology'due south easier to edit and therefore more flexible.

 Simple multi-page project plan template

 

If you need a multi-page project plan, you can still keep it simple and like shooting fish in a barrel to sympathize past organizing your information in an engaging way using illustrations, big headers and lots of white space, like in the template in a higher place.

3. Use a project schedule template to outline a roadmap towards completion

Sometimes you're going to accept to present a projection programme to people outside the visitor. These days it might be an investor, a new client or a potential hire.

You lot should probably create a elementary project schedule (or roadmap) in these instances. And be sure to take it ready whenever you lot go into a meeting.

This type of project plan helps boil down complicated internal processes into something accessible.

Elementary project schedule template

 

This project schedule template quickly communicates what teams are responsible for what tasks over certain periods of fourth dimension. Very easy to grasp.

Y'all can also categorize your tasks by priority. Only choice a respective color for each level of priority, similar in the monthly projection schedule template beneath.

 

Pro Tip:Utilize Venngage'southward simple Roadmap Maker tool to create roadmaps in minutes. No design know-how required.

Modern project schedule template

 

A vertical infographic is a creative way to present the tasks and timeline required to execute on a project. Big icons assistance the reader better understand each stride. Plus, the milestones are broken out and easy to skim.

Timeline project schedule template

 

Not looking for a roadmap? You tin also employ a timeline infographic to program out your schedule. Not only tin you add tasks just also any risks, dependencies and constraints at each stage which might throw off the expected completion engagement.

Pro Tip:Once you've customized your project plan template, you lot tin download it in Venngage's online editor as a PDF, Interactive PDF or PNG.

four. A project checklist template offers a high-level overview of fundamental deliverables

While a project checklist can be incredibly detailed, it tin also provide a more generalized, bird's eye view of a lengthy procedure.

Onboarding project checklist template

 

Onboarding new employees is a project that practically begs for a checklist. It's a elementary and easy-to-reference mode to documenting the onboarding process. You'll keep both trainer and trainee motivated and on track.

In the projection checklist template to a higher place, a supervisor tin easily glance at their company's all-encompassing onboarding procedure and proceed track of their responsibilities pertaining to new hires in their first day, week, month, even year.

Elementary project checklist template

 

Want a mode to quickly add and delete items in your checklist? The above project plan checklist is a smart template, meaning you just demand to press Add or Delete to add or remove rows.

60 minutes project checklist template

 

This project checklist template is for onboarding, but you tin customize it for any project and dissever the tasks by milestones.

Send the checklist to your team so they know exactly what'due south required of them.

Pro Tip: Not a designer? No problem. Apply Venngage's Checklist Maker to create free checklists online today.

five. Use a project status report template to rails your progress visually

In one case your team dives into working on a project, there will almost certainly be changes that need to exist made to the project plan. Unforeseen obstacles come up up, certain tasks take longer to complete than expected, and other snags happen.

That's why it'south important to not just gear up your goals, but to also report on your progress throughout the process. Creating a project status study volition aid you keep track of your progress, while too communicating it effectively with other parties.

Monthly projection status report template

 

Your study doesn't demand to be complicated. This project condition report template provides a unproblematic 1-page snapshot that stakeholders can sympathise at a glance. The condition of each particular and any bug are like shooting fish in a barrel to skim.

Simple project status report template

 

This project status report template features a absurd "project completion" bar so anybody can know at a glance the electric current status. This template goes beyond issues to highlight any risks, variables or assumptions that might interfere with meeting the next milestone or closing out the project.

Project management status report templates

 

If you're submitting a status update to your stakeholders, however, you may want to include more context. That's where a multi-page projection condition study template may exist necessary.

When creating a multi-page project program, be sure to include a summary. This will help make your project plan more reader-friendly and easier to scan.

 

Pro Tip: With highly collaborative project plans, it's of import to brand them easily accessible to all squad members. Existent-Time Collaboration lets teams work together to design plans, provide feedback, and make edits in real-time. Acquire almost Real-Time Collaboration here.

six. Work plan template

Desire a simpler solution to creating a piece of work schedule? Try a work plan template. Simply add your text to fill out the program for each day. Or use our calendar maker tool to browse schedule templates and customize them for costless.

Sales action work plan template

 

This sales work plan template goes beyond planning. It also helps managers assess the quality of the piece of work and if the employees in question were able to meet their deadlines. Which is a neat asset come functioning review time.

Simple work plan template

 

Project execution depends on properly mapping out all the tasks and activities kickoff. Then, once you go going, you lot can monitor progress based on your roadmap. Continual monitoring is fundamental and be prepared to revise your goals and your roadmap as the project progresses.

This uncomplicated work plan template conspicuously outlines which team is responsible for what, and when, and so you can keep everyone aligned as work is carried out.

7. Use a process map template to communicate across teams

Communicating across teams tin can be a nightmare sometimes, peculiarly as your visitor continues to grow. It's mutual for different people to call a sure thing many names, and that can cause unneeded defoliation. Like how people in call a soft drink: "soda", "coke" or "popular", simply it ways exactly the same thing.

And so assigning common titles for each footstep of the process in your projection plan tin make advice a bit easier.

In the process map template below, they used eight simple keywords for each stride of their project.

 

The common words and phrases in this simple project planner template volition make communication a lot smoother. Now the product team will know exactly what you mean when you say you're working on the "Sketch" step.

This project procedure template simply relies on "Step 1" etc. labelling to keep things straight.

 

Further Reading: Our guide to creating process infographics, with templates.

8. Marketing project plan template

The success of a marketing programme relies on setting clear goals–including specific metrics and outlining the steps your team will take to become there.

Content marketing project plan template

This marketing project plan template is incredibly detailed, with sections for goals, competitor analysis, workflow and more. Click on the template image for a total preview.

 

Project management marketing program template

That said, sometimes y'all demand a simple project marketing plan to help pitch your agency and provide a high-level overview, like this template does.

 

Further Reading: Our guide to marketing plans, including formatting tips, how to visualize data creatively (and hands) and templates to go started.

9. Nonprofit strategic plan templates

Nonprofit strategy and planning are two different animals–planning is implementing a strategy, says sgENGAGE. To go started, you'll want to practise a SWOT analysis to fully understand your nonprofit'due south unique strengths.

You tin also build out a full strategic plan to identify priorities, goals, key stakeholders and more. This infographic lays out best practices for this process; click the prototype to see the full visual.

 

Here we'll look at specific aspects of the planning process in nonprofits.

Nonprofit fundraising plan template

A fundraising timeline tin can be critical to your campaign–from start to finish. Include information technology in your fundraising programme to illustrate targets.

Then, add information technology to your internal reports as the campaign progresses to show the amount raised to date. You can also release it to your donors to motivate them to contribute equally you inch closer to your goal.

 

Yous can besides include a fundraising timeline in your final written report to your nonprofit's donors to show what they achieved. Information technology'south the perfect style to say thank you and it's also a groovy way to engage donors and encourage repeat donations.

 

Nonprofit communications plan template

A communications plan should prepare your organization for key events or dates, but be flexible enough to adapt to irresolute times, advises the Council of Nonprofits.

It'southward important to nail out your goals, who your audition is (personas) and what channels and stories will be most effective for said audience. This template addresses all these areas.

 

Also think about including a timeline of cardinal events and special days such as World Mental Wellness Solar day.

Further Reading: Our complete guide to nonprofit marketing or nonprofit communications.

10. Process mapping in healthcare

Using projection process maps in healthcare assistance stakeholders understand an unabridged process, without resorting to confusing documentation. Visuals help with comprehension, especially regarding the sequence a project volition follow.

These visuals can have the form of timelines, flowcharts, footstep-by-step infographics and more. This planning process timeline is a high-level overview of building a new infirmary, from service offerings to architectural plans.

 

Process mapping in healthcare also helps with outlining an existing system and and then analyzing how that arrangement can be improved.

Learn more: Venngage for Healthcare Organizations

This procedure map looks at improving how healthcare organizations put in place new medical administrative processes.

 

Further Reading: Our post on branding guidelines, including a template specific to the healthcare manufacture.

11. Marketing strategy for financial services

Financial services accept typically relied on referrals for new customers. That said, millennials and Gen X prefer to do their own inquiry online, making newer marketing strategies such as search engine optimization, content and email marketing essential.

Our guide to marketing plans has in-depth templates to assist you lot plan what strategies volition work for you. Hither we'll focus on infographics and diagrams for high-level marketing strategy planning for financial services.

This layer infographic can be edited to visualize key parts of a marketing programme such as local SEO or video marketing.

 

You can besides use a mind map to plan out your entire marketing strategy, from outreach to content to entering, like in this template.

 

Further Reading: Our mail on example study examples, with templates that work across industries.

Project program design all-time practices

1. Illustrate steps in a process with icons

Multiple studies have found that people tend to remember images amend than words. With that in heed, look for means to contain visual memory-prompters in your project plan pattern.

Icons are one type of visual that can be used to brand information more memorable. Pair an icon with an important piece of text to assist it stand up out and stick in the reader's heed.

For example, this project timeline template uses an icon to illustrate each step in the process. This helps reinforce the information, and gives readers a visual to refer back to:

ii. Utilise a timeline to evidence an overview of your project plan

While your project programme should include the details of your projection, offering a visual summary will assistance go along your team on track.

Use a project timeline template that offers an overview of your project'southward phases, as well as the expected beginning and completion dates. Your team will be able to refer dorsum to the timeline apace, without needing to read through a bunch of text.

For example, this project timeline template outlines that tasks and milestones for each month in a year:

 

3. Incorporate the theme of your projection into your pattern

While your priority when designing your project programme should be function, finding ways to make your design engaging is still important.

After all, your project plan volition aid inspire conviction in your team–and the people who will be funding your project. Especially if you can inject some of your branding into the blueprint.

Adding surprising design elements will aid engage and excite readers. An like shooting fish in a barrel way to do this is to include icons and images that reflect the theme of your projection.

For case, this project planning template for a baking company incorporates a donut into the design:

 

iv. Use a nautical chart to track your projection'due south procedure

Certain phases of your project may end up taking more or less time than anticipated. That's why it'south valuable to runway your progress, so you tin adjust your goals. Tracking your progress will also assist you make informed decisions when planning future projects.

You can runway your project using a flexible nautical chart that'due south like shooting fish in a barrel to update, like the nautical chart templates offered by Venngage. Our procedure infographic templates can also come in handy hither, if you want to visualize the phases in a project.

For case, this project planning template uses a unproblematic bar graph to runway the duration of each phase. The updates are tracked in the top correct corner:

 

With Venngage, y'all can create multiple copies of a pattern. If yous're updating a chart or timeline, it's a practiced idea to keep a copy of past iterations.

5. Use a project schedule template to proceed rail of tasks or events

Are in that location specific dates that certain tasks needs to exist completed on? Yous may want to create a calendar that specifies what should be done on what twenty-four hour period.

For instance, if your squad is executing on an event like a conference, then a calendar is necessary for keeping events for specific dates organized.

In this project schedule template, for case, the events are color-coded by type, making information technology easier to scan:

 

6. Rate your process using an icon nautical chart

An icon nautical chart uses (you guessed information technology) icons to represent units of measurement. When coming upwardly with ways to embellish your project plan pattern, look for opportunities to visualize information that y'all want to emphasize. An icon chart is a creative and effective way to do that.

For example, this project condition report template uses cheque mark icons to rate the success of three different aspects of the project:

 

7. Illustrate how each projection is connected with a flowchart infographic

At Venngage nosotros really beloved using flowchart infographics  in all facets of our planning. These graphics are a solid manner to show how a project should progress and how each office is connected to each other.

And when your team is working on a complicated process, a visual representation tin help you lot keep it all organized.

 

In the project program example higher up, they used a flowchart infographic to work through their productivity plan.

This approach immune the designers to show how each stride was related, and how information technology affected the other steps. If they would have just listed all of that information, the relationships between all of it would be lost.

We would recommend using a flowchart to aid explain how a unmarried role works, not for an unabridged project plan.

With Venngage, you lot tin make flowcharts that are functional and await great.

Projection plan examples from the business world

If y'all need a footling more inspiration for your projection plans, be certain to check out some of the examples we found beneath.

Project management checklist

When information technology comes time to launch your project or product accurately tracking what needs to get washed is essential.

For a smaller company, it's like shooting fish in a barrel to proceed track of what everyone is working on. Just every bit your brand grows this becomes most an impossible job. Especially as employees start breaking into smaller teams to tackle a project.

Now a simple projection management checklist like the case below can help you lot ensure everything gets done on time:

Source

In this project plan example, they use a wide range of colors to break tasks down by teams. This approach volition assistance the managers rapidly come across what needs to be done next.

Plus checking off tasks like this will help each team feel similar they are working towards a common goal. Y'all could even print this example off and hang it up in your part so everyone knows exactly what'south going on.

Projection plan example using multiple visuals

Every bit you accept seen in this article, at that place's not ane project programme case that fits every company perfectly. Some simple projects may only need a menses nautical chart , merely others could need diverse visuals across a multipage marketing plan .

That'southward why your project plan should use a mix of unlike visuals to efficiently explain the process. Or in some cases, many processes, like in the cute projection plan beneath:

Source

This project plan instance is almost a work of art, but information technology still gets their point across very finer.

Featuring a flowchart to illustrate their ideation procedure:

A timeline projection plan to intermission downward the release schedule:

And even this unique bubble chart:

Overall, it's one of the most unique projection plans we have ever seen.

Project plan example that focuses on deliverables

At Venngage we try to make certain that at the stop of each footstep in our project nosotros have a deliverable to show for it. Otherwise, we are only spinning our wheels and working on things that don't really thing at that footstep.

If y'all weren't aware, a deliverable is something tangible that yous can show to the rest of the team. Like in this simple project planner template, they include deliverables like a report or a presentation :

A lot of the time, uncomplicated project plans fail because they don't list deliverables or the ones they do are too vague.

For example, a good deliverable is very descriptive and has a due engagement. A bad one is open and never really has an finish date in listen.

Merely remember to exist realistic when planning your projection, and you volition be prepare.

Project program case that breaks down tools and processes

Sometimes telling your squad to but become do something is non the best course of action. Specially when in that location'southward is an approaching due engagement that needs to be met. Information technology's safe to say that a lot of time will be wasted as they try to figure out where to start.

However, a neat planner will actually give these squad members the tools they demand to succeed. But similar they did in this project programme sample for a startup weekend:

Source

At the bottom of this bold project plan, there are a handful of tools and processes that should be followed at each step.

Now, these people can striking the ground running and get their tasks done on time. Instead of wasting half the time searching for the solution.

Infographic project plan example

Good design work is consistent, it's every bit simple as that. You desire each of your graphics to experience and look the same throughout. Otherwise, people are going to focus on the random blueprint elements, instead of your important content.

Think about how much a elementary misspelling distracted you in an email or presentation. Inconsistent design choices are kinda like typos in the pattern world.

Additionally, this consistency tin can help you lot chop-chop distill info to a reader. Design elements similar color, shapes, and icons tin add a ton of context to whatever circuitous projection plan.

Source

In this project plan infographic, they use colored lines to betoken the reply to a question. And then they added simple flat icons to give each question some supporting info. And a single shape to illustrate the deliverables for each procedure.

This may not be the most traditional project plan example, but it does get the point across with its many visual elements.

Projection plan FAQs

What is a project plan template?

A project program is an essential document for keeping a project on track. In your project plan, you identify the scope, goals, deliverables and deadlines of your project.

Here'southward 1 instance of a projection plan in a timeline format:

 

How practice y'all plan a project from start to finish?

Actually starting the process is one of the hardest parts of project planning. This is because in that location'south so much potential, you might non know what to brainstorm with.

Your team may have so many ideas, that information technology becomes overwhelming and unorganized in a way of minutes.

So if you lot're not sure where to start, employ one of these charts to go the creative juices flowing.

With this elementary process map template, you can kick off the planning in a more structured style.

 

Each step will help y'all ascertain goals, future plans and a ton of other metrics without getting distracted and lead you lot through planning a project from first to end. This uncomplicated project plan chart has the same objective.

 

What are the central elements of a project plan?

A project plan should reply these questions:

• What is the purpose of this project (what trouble is it going to solve)?
• What are the main deliverables?
• What will the timeline exist, including deadlines?
• Who will be on the team for this project and what office volition they play?
• What resources are required to consummate this project?

The trouble is, people dive into writing a project plan without understanding its purpose or the importance of its diverse sections.

Your projection program needs to be organized, focused, readable and engaging enough to hold the attention of your team.

This is especially important if you're including your project plan in a visitor newsletter, Slack aqueduct or presentation (whether internal or to external stakeholders)–anywhere people need to understand a projection at a glance.

How do I use Venngage to create a project plan?

It'due south simple to alter the project planning templates in this web log mail service with our drag-and-driblet online editor.

Here's a sneak peek at how our editor works, including the text editing bar, icon and stock photo library (free), photo upload office and more.

Here'southward how to go started:

1. Sign up for a free Venngage business relationship.
2. Browse our project plan templates (some are costless, some are paid).
3. Click the template yous similar and outset customizing it in our simple online editor.
4. Upgrade to a paid programme to download your project program equally a PDF, PNG or in PowerPoint format.

In summary

With these foundational tips, y'all'll exist well on your fashion to creating an impressive–and effective!–project plan. Remember, a well-executed project begins with a solid plan.

Not a designer? No problem. Create an engaging project plan with Venngage, the simple design tool for business organisation communication.

 

Source: https://venngage.com/blog/project-plan-template/

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