Project management plan template
A checklist of questions on how the project is run: goals, team, schedule, risks, communication, change and closure. Each gets an answer, an owner and an approval status.
Excel, 9 KB. No macros, no sign-up.
What is inside
- The “Management plan” sheet: section, the question it answers, the answer or a link, owner and status.
- Agreed sections turn green.
- An “Instructions” sheet.
How to use it
- Go through the questions and write a short answer or a link to a document.
- Keep the living parts — schedule, risks, issues — in a system and link to them from here.
- Mark the agreed sections and come back to the plan when something big changes.
How it looks in Etapero
In Etapero the work breakdown with its baseline, the risk register and open issues live in the system, and the project charter keeps the goal, sponsor and success criteria. The checklist itself does not load into Etapero.
Related articles
Project management: the phases from idea to closure
The five phases of the project life cycle — initiation, planning, execution, monitoring and control, and closure: what to do in each and what to produce.
The project management plan
The sections of a project management plan, how to keep it short and useful, and how it differs from the project schedule.
Other templates
Project plan with a Gantt chart
A work breakdown with codes, dates and dependencies and weekly Gantt bars.
Risk register
Probability and impact from 1 to 5, score and zone by formula, a 5×5 matrix on its own sheet.
Issues and decisions log
Issues with owners and due dates, decisions with who made them and when. Overdue ones turn red.
RACI matrix
Deliverables and roles with R, A, C and I. The check column shows rows with no accountable person or two.
Try it yourself
The demo runs in your browser with no sign-up: you enter as a demo user and can edit the sample projects.
Open the demo