![]() ![]() You can toggle between them by simply clicking on the options below the page title. Notion offers a diverse range of views, like a Kanban-style board and a gallery, but my preferred views for this database are table and calendar. Open it, click Duplicate at the top-right corner, and you can instantly start using it in your Notion workspace and even tweak it to better suit your management priorities. If you want to build a database for your freelance projects using my method, here's the link to my Notion template. How to build your own project and client database on Notion It's a client database, yes, but it's also a guiding tool for scheduling and prioritizing my tasks for the week, saving hours of back and forth, and solidifying my processes-for good. The same problem will impact every new project if you don’t address it.It gives me a bird's eye view of all my client assignments every month and a sense of direction with all the to-dos and dates laid out in front of me. Consider how easy the document was to use and how you could make it more effective.Īsk your team members if using it felt like a chore and, if so, why? The issue might be easily fixable by adding an extra field or relabelling an existing one. Include your project plan template in this reflection. It’s a chance to look back at your work with a critical eye to identify successes and opportunities for improvement. Refine your project plan template with every initiative When team members tick off an individual task in a tool like Trello or Asana, the project dashboard will update so you can view progress in real time. Workflow automation is the biggest reason to choose project management software over spreadsheets for project tracking. This way, people can check in when they need information or want to see how the project is progressing. Google Drive or Dropbox) or a project management tool so that all team members and stakeholders have access. Whether you have one project plan document or a series, centralize it using cloud apps (e.g. Centralize all project documentation for easy (and secure) access We’ve left some example text in each template for ideas of what to include.Ģ. Software implementation project plan templateĬhoose the one that most closely reflects your project type and, if necessary, tweak the structure or details to fit your requirements. Within the file, you’ll find tabs for five project plan templates, each set up for a different type of project: Our Excel templates in the link below contain all the essential fields but are completely customizable, so you can add or remove elements to fit your needs. Using a simple project plan template is the fastest way to create a reliable, dynamic planning document for your business. As the project progresses, you may need to replace tasks or reallocate resources to stay on track, and a static or handwritten document makes this difficult. Overall project status or progress (as a percentage)Ī more complex project – one with a larger-scale outcome, bigger timeframe or more people involved – could use any or all of the following planning documents:Ī project charter detailing constraints, project goals and budget informationĪ feasibility study showing how you’ll complete the project within time and budget constraintsĪ project team charter describing all team members’ responsibilitiesĪ kickoff meeting agenda outlining key discussion topics for the project team’s first get-togetherĪ project schedule defining a project timeline for all tasks and milestonesĪ project budget forecasting the total cost of all required tools, talent and actionsĪ risk assessment/management plan listing all potential risks and describing mitigation strategies for eachĪ resource management plan describing how the project manager will obtain, allocate and manage resources throughout the projectĭownload Pipedrive’s free project plan templates (Excel and Google Sheets)Įven with a checklist of information to include, building a project management plan requires time and basic design skills.Īs a reference sheet for your entire project, the plan must be easy to navigate so you and others can quickly find and enter important information. Tasks to complete (and the progress of each, as a status or percentage) The plan for a short, straightforward project can fit within a single document, although for more complex initiatives, it’s typical to use a series of documents.įor example, a basic single-document project plan would contain the following information: What is a project plan and why do I need one?Ī project plan is a written record of what a project entails, why it’s happening and who’s involved. ![]()
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