Project Planning Template
Create a source of truth for teams to visualize and reach project milestones.
Trusted by 65M+ users and leading companies
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.
Get started with this template right now.
Project Tracking Template
Works best for:
Project Management, Visual Project Management, Planning
The Project Tracking Template is an all-inclusive solution to help you manage your projects more efficiently. This dynamic template allows you to easily organize, track, and collaborate on your projects. One of the key advantages of this template is its ability to provide enhanced visibility into project progress. By looking at the Kanban board, teams can quickly gain real-time insights into task statuses identify completed milestones, tasks in progress, and those requiring attention. This level of transparency facilitates informed decision-making and promotes accountability among team members, ensuring that everyone is aligned towards the project's successful completion.
Milestone Chart Template
Works best for:
Project Management, Strategic Planning, Project Planning
When your team is collaborating on a large project, keeping track of the many tasks and multiple timelines can be a challenge. That’s why you need a milestone chart. These visual representations of important project events will make it simple for your team to stay on schedule and reach goals on time. And it’s so easy to get started — just determine the major milestones, use our template to create a milestone chart, and define the key dates and deliverables each milestone will require.
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.
Customer Problem Statement Template
Works best for:
Ideation, Design Thinking, Product Management
Put yourself in the shoes of your consumers with a customer problem statement. Figure out their problems and how your product or service can solve those problems and make their lives easier. As a bonus, you’ll better understand your customers throughout the process.
Organization & Process Mapping
Works best for:
Org Charts, Operations, Mapping
The Organization & Process Mapping template facilitates the analysis and optimization of organizational processes. By visualizing process flows, bottlenecks, and handoffs, this template helps teams identify inefficiencies and streamline workflows. With sections for documenting process steps and improvement opportunities, this template empowers teams to implement process enhancements and drive operational excellence.
PI Planning Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
PI planning stands for “program increment planning.” Part of a Scaled Agile Framework (SAFe), PI Planning helps teams strategize toward a shared vision. In a typical PI planning session, teams get together to review a program backlog, align cross-functionally, and decide on the next steps. Many teams carry out a PI planning event every 8 to 12 weeks, but you can customize your planning schedule to fit your needs. Use PI planning to break down features, identify risks, find dependencies, and decide which stories you’re going to develop.