Project Plan Template Part 2 Free

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Project Plan Template (Part 2)

The quest for the perfect organizational tool can be


overwhelming. To simplify that, we have created a
Project Plan spreadsheet template, available in
Microsoft Excel and Google sheets. Manage
different projects and tasks to analyze them in
different views, such as Kanban board, Triage
matrix, Risk analysis, Gantt chart, and a Dashboard
to overview the project's results and outcome.

Start today

EXPLAINER
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We value your input. If you have any comments,


questions, or suggestions on how to improve this
business resource please let us know.

Feedback

Errors and omissions liability (E&O): You Exec LLC makes no guarantee that the formulas, models, analysis, financial projections, estimates,
graphs, reports, numbers, and any derivatives sourcing from this model are free of errors and omissions. Our financial modelers have audited this
model to the best of their capabilities, yet You Exec LLC assumes no liability for erroneous outcomes derived from this financial model.
Copyright © You Exec LLC. All rights reserved.
TABLE OF CONTENTS

Sheet 1 Cover

Sheet 2 Table of contents

Sheet 3 Fields

Sheet 4 Subprojects

Sheet 5 Tasks

Sheet 6 Kanban

Sheet 7 Gantt chart

Sheet 8 Triage Paid


Sheet 9 Risk analysis Paid

Sheet 10 RACI Paid

Sheet 11 Dashboard Paid

Sheet 12 Analysis (Hidden)

COLOR KEY
Types Example Description
General user inputs $3,400 General inputs to customize the model

Important user inputs $3,400 Very important user inputs

Dropdown selector Select a dropdown entry

Calculations $3,400 Formula results

Results

Good results $3,400 Favorable outcomes

Bad results $3,400 Unfavorable outcomes

Overwritable (Overwritable) User can overwrite formula


Related resource: Kanban Collection

Related resource: Ultimate Gantt Collection


Related resource: Risk Management (Part 2)

Related resource: RACI Team Roles & Responsibilities


FIELDS
Elm Street house revival

CUSTOMIZABLE FIELDS

DETAILS
Your name You Exec
Project name Elm Street house revival

DETAILS

Task stage Member position


Not started Project leader
Research Project manager
Planning Colaborator
In Progress Design Lead
Review Contractor
Done Engineer

RISK ANALYSIS

Risk likelihood Risk severity


Improbable Acceptable
Possible Tolerable
Probable Undesirable
Intolerable

RISK MATRIX
Acceptable Tolerable

Improbable Low Medium

Possible Low Medium


Probable Medium High
TRIAGE

Urgency Importance
Not urgent Not important
Urgent Important

Action impact Action effort


High impact High effort
Low impact Low effort
NOTES

Enter the report name to see throu

The 'Member position' can be assi

Define the 'Risk rating key' to displ


Undesirable Intolerable
Medium High
High Extreme
High Extreme
Urgency: How soon a task needs a
Importance: Significance of the tas

Action impact: Potential benefits o


Action effort: Resources required t
the report name to see throughout the spreadsheet

Member position' can be assign to team members in the 'Projects' tab

e the 'Risk rating key' to display it in the 'Risk analysis' tab


ncy: How soon a task needs attention.
rtance: Significance of the task to overall objectives.

n impact: Potential benefits of a task.


n effort: Resources required to complete the task.
SUBPROJECTS
Elm Street house revival

SUBPROJECT 1

DETAILS
Subroject name Room renovation
Description Upgrade of house spaces
Estimated budget $50,000

TEAM

Member Position
Clara Everwood Project leader
Benjamin Stonebrook Project manager
Tim Evans Contractor
Jasper Winterton Engineer

MILESTONES

Milestone Due date


Window treatments 06/01/2023
Flooring installation 07/01/2023
Wall treatments 08/10/2023
Fixture installation 08/30/2023

STAKEHOLDERS
Name Role
Roberta Flint Investor
George Maplewood Sponsor
Sarah Green Investor

SUBPROJECT 2

DETAILS
Subproject name Interior design
Description Interior design and furnishing of Elm Street
Estimated budget $20,000

TEAM

Member Position
Emily Thompson Design Lead
Alex Grey Colaborator

MILESTONES

Milestone Due date


Design draft 06/15/2023
Furniture procurement 07/10/2023
Installation 08/20/2023

STAKEHOLDERS

Name Role

SUBPROJECT 3

DETAILS
Subproject name Landscape
Description Landscaping and garden design for Elm Street
Estimated budget $15,000

TEAM

Member Position
Lily Rose Engineer
Mark Green Colaborator
MILESTONES

Milestone Due date


Design approvall 06/20/2023
Plant procurement 07/15/2023
Installation 08/25/2023

STAKEHOLDERS

Name Role

SUBPROJECT 4

DETAILS
Subproject name
Description
Estimated budget

TEAM

Member Position

MILESTONES

Milestone Due date

STAKEHOLDERS

Name Role
SUBPROJECT 5

DETAILS
Subproject name
Description
Estimated budget

TEAM

Member Position

MILESTONES

Milestone Due date


STAKEHOLDERS

Name Role
Speciallity Contact information Expectations
Overall cordination (555) 489-7896
Budget & Scheduling (555) 478-4512
Carpentry & Masonry (555) 123-6955
Structural integrity (555) 412-8977

Status Completed date


Done 09/11/2023
Done 08/28/2023
In progress
In progress
Influence Contact information Expectations
High (555) 748-7894
Medium (555) 126-4511
Low (555) 454-4513

nishing of Elm Street

Speciallity Contact information Expectations


Interior design (555) 478-4512
Furniture selection (555) 123-6955

Status Completed date


Done 06/12/2023
In progress
Not started

Influence Contact information Expectations

den design for Elm Street

Speciallity Contact information Expectations


Landscape architect (555) 126-4511
Garden design (555) 454-4513
Status Completed date
Done 06/18/2023
In progress
Not started

Influence Contact information Expectations


Speciallity Contact information Expectations

Status Completed date

Influence Contact information Expectations


Speciallity Contact information Expectations

Status Completed date


Influence Contact information Expectations
NOTES

Define a budget to compare it to the actual cost in the 'Da

Custom field Enter team members to assign tasks to them in the 'Task

Create milestones to assign tasks to them in the 'Tasks' t

Enter a 'Completed date' for a milestone to view it in the '


Custom field

Custom field
Custom field

Custom field
Custom field
Custom field

Custom field
Custom field
Custom field
mpare it to the actual cost in the 'Dashboard'

to assign tasks to them in the 'Tasks tab'

assign tasks to them in the 'Tasks' tab

ate' for a milestone to view it in the 'Gantt chart' tab


TASKS
Elm Street house revival

TASK DETAILS
Subproject Milestone Task
Room renovation Window treatments Decide on materials
Room renovation Window treatments Order treatments
Room renovation Flooring installation Choose type of floor
Room renovation Flooring installation Prep and level the floor
Room renovation Flooring installation Install the floor
Room renovation Wall treatments Decide on color
Room renovation Wall treatments Prep walls
Room renovation Wall treatments Apply wall treatment
Room renovation Fixture installation Select materials
Room renovation Fixture installation Install fixtures
Room renovation Fixture installation Ensure functionallity
Interior design Design draft Living room design
Interior design Design draft Bedroom design
Interior design Design draft Kitchen design
Interior design Design draft Bathroom design
Interior design Furniture procurement Living room furniture set
Interior design Furniture procurement Bedroom furniture set
Interior design Furniture procurement Kitchen dining set
Interior design Furniture procurement Bathroom accessories
Interior design Furniture procurement Home office furniture set
Interior design Installation Furniture placement
Interior design Installation Bedroom furniture assembly
Interior design Installation Kitchen furniture assembly
Interior design Installation Kitchen dining set assembly
Interior design Installation Bathroom installation
Interior design Installation Home office furniture assembly
Interior design Installation Decor placement
Interior design Installation Lighting fixtures installation
Landscape Design approvall Front yard design concept
Landscape Design approvall Backyard design concept
Landscape Design approvall Side yeard design concept
Landscape Plant procurement Front yard plants
Landscape Plant procurement Backyard trees and plants
Landscape Plant procurement Side yeard grass
Landscape Plant procurement Flowering plants for garden beds
Landscape Plant procurement Vegetable garden seeds
Landscape Installation Front yard planting
Landscape Installation Backyard planting
Landscape Installation Side yard grass
Landscape Installation Flowering plants garden
Landscape Installation Vegetable garden bed
Landscape Installation Pathway construction
Landscape Installation Garden
AILS PROGRESS DETAILS
Team member Estimated cost ($) Stage
Clara Everwood $1,000 Done
Benjamin Stonebrook $1,500 Done
Tim Evans $250 Done
Tim Evans $300 Done
Tim Evans $500 Done
Jasper Winterton $850 Research
Jasper Winterton $900 Planning
Tim Evans $1,450 In Progress
Clara Everwood $2,500 Done
Benjamin Stonebrook $100 In Progress
Tim Evans $900 Not started
Emily Thompson $1,200 Done
Emily Thompson $100 Done
Emily Thompson $1,300 Done
Emily Thompson $900 Done
Alex Grey $3,500 Review
Alex Grey $2,800 Review
Alex Grey $1,200 In Progress
Alex Grey $1,500 Planning
Alex Grey $2,000 In Progress
Emily Thompson $500 Not started
Emily Thompson $450 Not started
Emily Thompson $200 Not started
Emily Thompson $350 Not started
Emily Thompson $400 Not started
Emily Thompson $300 Not started
Emily Thompson $400 Not started
Emily Thompson $1,500 Not started
Lily Rose $1,800 Done
Lily Rose $1,200 Done
Lily Rose $2,000 Done
Mark Green $2,500 Research
Mark Green $1,500 In Progress
Mark Green $1,200 Review
Mark Green $800 Review
Mark Green $1,000 Planning
Lily Rose $1,500 Not started
Lily Rose $800 Not started
Lily Rose $700 Not started
Lily Rose $600 Not started
Lily Rose $1,200 Not started
Lily Rose $900 Not started
Lily Rose $850 Not started
PROGRESS DETAILS PERIOD DETAILS
Priority Progress Start date
Medium 100% 06/01/2023
High 100% 06/01/2023
Low 100% 06/01/2023
High 100% 06/01/2023
Medium 100% 07/05/2023
High 20% 07/06/2023
High 10% 07/07/2023
Medium 25% 07/08/2023
High 30% 07/09/2023
Medium 40% 07/10/2023
High 100% 08/10/2023
Low 100% 06/01/2023
Low 100% 06/01/2023
Medium 100% 06/01/2023
High 100% 06/01/2023
High 90% 06/17/2023
Low 85% 06/20/2023
Low 70% 06/21/2023
Medium 55% 06/18/2023
High 80% 06/15/2023
High 0%
Medium 0%
High 0%
Medium 0%
Low 0%
Low 0%
Medium 0%
High 0%
High 100% 06/01/2023
Medium 100% 06/01/2023
High 100% 06/01/2023
Medium 50% 06/20/2023
High 60% 06/21/2023
Low 85% 06/19/2023
Medium 90% 06/20/2023
Low 40% 08/20/2023
Low 0%
Medium 0%
High 0%
High 0%
Medium 0%
High 0%
Medium 0%
PERIOD DETAILS TRIAGE DETAI
Due date Completed date Urgency
06/30/2023 06/16/2023 Not urgent
06/30/2023 06/13/2023 Urgent
06/30/2023 07/06/2023 Not urgent
06/30/2023 07/13/2023 Not urgent
09/30/2023 08/05/2023 Urgent
09/30/2023 Urgent
09/30/2023 Not urgent
09/30/2023 Not urgent
09/30/2023 Not urgent
09/30/2023 Urgent
10/10/2023 08/28/2023 Urgent
06/15/2023 06/16/2023 Not urgent
06/15/2023 06/16/2023 Not urgent
06/15/2023 06/16/2023 Urgent
06/15/2023 06/16/2023 Urgent
07/01/2023 Not urgent
07/10/2023 Urgent
08/01/2023 Not urgent
09/30/2023 Not urgent
08/02/2023 Urgent
12/31/2023 Not urgent
12/31/2023 Not urgent
12/31/2023 Not urgent
12/31/2023 Urgent
12/31/2023 Urgent
01/01/2024 Not urgent
01/02/2024 Urgent
01/03/2024 Not urgent
06/15/2023 06/18/2023 Not urgent
06/15/2023 06/18/2023 Urgent
06/15/2023 06/18/2023 Urgent
07/01/2023 Not urgent
07/10/2023 Urgent
08/20/2023 Not urgent
08/01/2023 Not urgent
09/30/2023 Urgent
12/31/2023 Not urgent
12/31/2023 Not urgent
12/31/2023 Not urgent
12/31/2023 Urgent
12/31/2023 Not urgent
12/31/2023 Not urgent
12/31/2023 Urgent
TRIAGE DETAILS
Importance Impact Effort
Not important High impact High effort
Important High impact High effort
Important Low impact Low effort
Not important High impact Low effort
Important High impact High effort
Not important High impact High effort
Not important High impact High effort
Not important Low impact High effort
Important Low impact Low effort
Important Low impact Low effort
Not important High impact Low effort
Not important High impact High effort
Important High impact Low effort
Not important Low impact High effort
Not important High impact Low effort
Important High impact Low effort
Not important Low impact High effort
Important Low impact High effort
Important Low impact Low effort
Not important High impact High effort
Not important High impact High effort
Not important Low impact High effort
Important Low impact Low effort
Important Low impact Low effort
Not important High impact Low effort
Important High impact Low effort
Not important Low impact High effort
Important Low impact High effort
Important Low impact Low effort
Not important High impact Low effort
Not important High impact Low effort
Important High impact Low effort
Not important Low impact High effort
Important Low impact High effort
Important Low impact Low effort
Not important High impact High effort
Not important High impact High effort
Not important Low impact High effort
Important Low impact Low effort
Important Low impact Low effort
Not important High impact High effort
Important High impact High effort
Not important Low impact Low effort
RISK ANALYSIS
Likelihood Severity Risk rating key
Improbable Tolerable Medium
Possible Tolerable Medium
Probable Undesirable High
Possible Intolerable Extreme
Improbable Intolerable High
Possible Undesirable High
Improbable Undesirable Medium
Possible Acceptable Low
Probable Intolerable Extreme
Possible Undesirable High
Probable Acceptable Medium
Possible Undesirable High
Possible Tolerable Medium
Possible Intolerable Extreme
Possible Undesirable High
Possible Tolerable Medium
Improbable Acceptable Low
Possible Tolerable Medium
Possible Undesirable High
Possible Tolerable Medium
Improbable Undesirable Medium
Possible Intolerable Extreme
Probable Intolerable Extreme
Possible Undesirable High
Probable Acceptable Medium
Possible Tolerable Medium
Improbable Acceptable Low
Possible Undesirable High
Probable Acceptable Medium
Probable Acceptable Medium
Probable Acceptable Medium
Possible Tolerable Medium
Improbable Acceptable Low
Possible Tolerable Medium
Possible Intolerable Extreme
Possible Tolerable Medium
Improbable Undesirable Medium
Possible Intolerable Extreme
Probable Intolerable Extreme
Possible Undesirable High
Improbable Tolerable Medium
Improbable Acceptable Low
Possible Acceptable Low
NOTES

Enter a 'Due date' to follow-up with tasks in the 'Dashboard' tab

Enter a 'Completed date' for each task to track the duration of it

Use the 'Fields' tab to:


1) Create tasks stages
2) Customize the 'Triage' fields
3) Define the 'Risk rating key'
KANBAN
Elm Street house revival

FILTERS

DATE FILTER From


Date

GENERAL FIELDS
Subproject name All subprojects

Milestone All milestones

Team member All members

Priority All priorities

KANBAN BOARD

Not started Research

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NOTES

The 'Date filter' is based on the task's 'Start date'

Select the 'Stage' in the headers dropdowns to track the tasks


'Start date'

downs to track the tasks


GANTT CHART
Elm Street house revival

FILTERS

DATE FILTER From


Date 06/01/2023

GENERAL FIELDS
Subproject name Room renovation

Milestone All milestones

Team member All members

GANTT CHART

Milestones 'Start date' vs duration

1/24/2023 3/15/2023 5/4/2023

Window treatments

Flooring installation

Wall treatments

Fixture installation
Milestone Task Team member
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
To
09/11/2023

5/4/2023 6/23/2023 8/12/2023 10/1/2023

102

88

201

198
Estimated cost ($) Status Priority
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
10/1/2023 11/20/2023 1/9/2024 2/28/2024

201

198
Start date Due date Completed date
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
NOTES

The 'Date filter' is based on the 'Start date'

Track the duration of each project milestone

24 2/28/2024
Duration (days) Track each milestone task details
-
-
-
-
-
-
-
-
-
-
-
on the 'Start date'

h project milestone
TRIAGE
Project Plan

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complete version of the spreadsheet.
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FILTERS

DATE FILTER From


Date

PROJECT FILTER
Project name Elm Street Renovation

Milestone All milestones

Team member All members

PROJECT IMPACT AND EFFORT ANALYSIS

LOW EFFORT
Install sink
Install cabinets
Eletrical wiring for appliances
Paint walls
HIGH IMPACT
Paint walls
Hang light fixtures
Landscape desing
Plant Trees
LOW IMPACT
Build garden pathway

EISENHOWER MATRIX

URGENT
Tile flooring
Plumbing for sink
Plant Trees
IMPORTANT

Install cabinets
Eletrical wiring for appliances
Install ceiling fan
NOT IMPORTANT

Intall built-in bookshelves


Build garden pathway
N

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To

FFORT HIGH EFFOR


Install bathtub
Tile flooring
Plumbing for sink
Paint walls
Intall built-in bookshelves
Wallpaper intallation
Set up irrigation system
Install garden shed
Install kitchen island
Light fixture
Install ceiling fan
Replace carpeting
Install fireplace

ENT NOT URGEN


Paint walls
Paint walls
Light fixture
Paint walls
Replace carpeting
Hang light fixtures
Landscape desing
Install garden shed

Install bathtub
Install sink
Install kitchen island
Wallpaper intallation
Install fireplace
Set up irrigation system
Start today
HIGH EFFORT
NOT URGENT
NOTES
RISK ANALYSIS
Project Plan

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complete version of the spreadsheet.
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of business resources.

FILTERS

DATE FILTER From


Date

PROJECT FILTER
Project name Elm Street Renovation

Milestone All milestones

Team member All members

RISK COLOR
Low
Medium
High
Extreme

RISK SEVERITY

ACCEPTABLE
Install bathtub
Paint walls
Install ceiling fan
Install garden shed
IMPROBABLE
IMPROBABLE

Light fixture
Build garden pathway
POSSIBLE

Eletrical wiring for appliances


Hang light fixtures
PROBABLE

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complete version of the spreadsheet.
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of business resources.
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To

E TOLERABLE
Set up irrigation system
Tile flooring
Install cabinets
Paint walls
Replace carpeting
Intall built-in bookshelves

Start today
TOLERABLE
tion system
bookshelves
UNDESIRABLE
Install kitchen island
Wallpaper intallation
Plant Trees

Paint walls
INTOLERABLE
Plumbing for sink
Install sink
Install fireplace

Landscape desing
NOTES
RACI
Project Plan

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complete version of the spreadsheet.
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of business resources.

TRAINING

Create a copy of this tab to use it in different projects

RACI BREAKDOWN

Letter Status Description


R Responsible Directly involved doing the work
A Accountable Ultimate responsible to ensure the work is complet
C Consulted Should be consulted before commencing a task
I Informed Needs to be informed about the progress

RACI CHART

PROJECT DETAILS
Project name Elm Street Renovation
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complete version of the spreadsheet.
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of business resources.
Start today

doing the work


ible to ensure the work is completed
lted before commencing a task
rmed about the progress
Start today
NOTES
DASHBOARD
Project Plan

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complete version of the spreadsheet.
Join today and access our entire library
of business resources.

FILTERS

PROJECT FILTER
Project name Elm Street Renovation

Milestone All milestones

Team member All members

Priority All priorities

PROJECT OVERVIEW

TOTAL BUDGET ($) Total 'Tasks' by 'Milestone'

$50,000

TOTAL COST ($)

$19,268

TOTAL TASKS

22

AVG COST / TASK ($)

$876
Milestones progress

Kitchen Bedroom Living Room


In progress In progress In progress
06/01/2023 07/01/2023 08/10/2023

Total duration vs 'Milestone'

FINANTIAL ANALYSIS

Estimated cost ($) vs 'Milestone' by 'Month'

Year 2023
Estimated cost ($) by 'Task'

Estimated cost ($) by 'Team member'


RISK ANALYSIS

Total 'Tasks' vs 'Risk analysis'

TASKS FOLLOW-UP

DETAILS
Due date 09/30/2023

Milestone Task Team member


Kitchen Plumbing for sink 0
Kitchen Install kitchen island Jasper Winterton
Kitchen Install cabinets Jasper Winterton
Kitchen Paint walls Tim Evans
Kitchen Light fixture Clara Everwood
Kitchen Eletrical wiring for appliances Benjamin Stonebrook

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complete version of the spreadsheet.
Join today and access our entire library
of business resources.
Start today

by 'Milestone' Total 'Tasks' by 'Stage'


Bathroom Garden -
Done Not started -
08/30/2023 09/10/2023 -

Avg progress by 'Milestone'


Estimated cost ($) by 'Member position'
Estimated cost ($) Status Priority
500 In Progress Medium
850 In Progress High
900 In Progress High
1450 In Progress Medium
2500 In Progress High
100 In Progress Medium

Start today
- - -
- - -
- - -

by 'Milestone'
st ($) by 'Member position'
Start date Due date Completed date
07/05/2023 09/30/2023 08/05/2023
07/06/2023 09/30/2023 12/30/1899
07/07/2023 09/30/2023 12/30/1899
07/08/2023 09/30/2023 12/30/1899
07/09/2023 09/30/2023 12/30/1899
07/10/2023 09/30/2023 12/30/1899
NOTES
-
-
-
Duration
31
82
81
80
79
78

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