5 Must-Have Excel Project Management Templates
Managing projects is a task nearly all of us are assigned to at some point in our careers – no matter what industry, department, or position we’re in.
Hence, project management skills are vital to have.
The ability to plan and execute a project can determine your career trajectory, but if you’re not used to having to plan projects, it can be a daunting task.
Don’t worry, though! As long as you can use Microsoft Excel, you’re good to go.
Excel is an excellent tool for all aspects of project management.
From scheduling events to defining and delegating tasks – Excel allows you to do it all.
However, when you don’t know where to start, even using Excel can get confusing.
That’s where an Excel project management template comes in!
Project management in Excel is made easy with project management templates.
These are already made Excel spreadsheets, highlighting all key features of different areas of project management.
This will allow you to manage your projects well and will ensure you don’t miss out on any essential aspects of project management.
Below, we’ve listed the five most important templates to have when it comes to Excel project management.
1. Social Media Plan Template
Having a well thought out social media plan is essential for all kinds of projects.
Mainly, social media falls with your broader marketing plan.
In the last few years, social media has become a very popular tool for businesses to use.
This includes a variety of different platforms such as Twitter, Instagram, and Facebook.
So, how should you be using social media in project management?
Essentially, teams can use social media for regular project updates.
This includes both internal and external updates.
Internally, social media updates will ensure the whole team knows what work is being done and will keep employees accountable for their progress.
Externally, social media updates for big projects will ensure that all stakeholders of the project receive timely updates.
This also reflects well on project managers and will keep stakeholders happy.
Using Excel to make a social media plan may be tricky, though.
You can use Project Central’s free social media plan template to help you out.
This is an excellent Excel project management template to use.
With this template, you can set out your goals, target audience, and social media strategy.
You can update the status of each goal, assign it to an employee, and include a small description as well.
This project management template will make your work much easier!
Free Social Media Plan Template in Excel
Click to download our Free Social Media Plan Template in Excel to begin simplifying your online presence.
2. Employee Onboarding Template
The success of a project also depends on how strong relationships are among employees.
This especially applies to relationships project managers and their teams.
Communication, teamwork, effective leadership.
These are three things that are essential for efficient project management, and they’ll determine the success of your project.
For this, employee onboarding is essential.
Employee onboarding mostly refers to familiarizing an employee to a workplace.
As a project manager, it’s your job to ensure that all employees on your team are familiar with the department, project, and workplace ethics.
The more familiar and comfortable they are in the workplace, the greater their productivity.
So, where does an employee onboarding template come in?
This project management template allows you to keep track of all the employees currently working on your project.
It can include employee biodata, which is information such as their names and qualifications.
You can also keep track of which task has been given to which employee.
The best feature of project management in Excel is that you can use this template to record any feedback you have on employee performance!
Project Central has a free employee onboarding template that you can download today!
Using an Excel project management template such as this one, you can plan for future task delegation better.
By keeping a record of each employee’s performance, you’ll know which employees are suited for which tasks.
You’ll also know which ones are more productive, have better speed, and will be able to assess their skills.
As a project manager, doing this is essential because it will help you with task delegation.
Free Employee Onboarding Plan Template in Excel
Click to download our Free Employee Onboarding Template in Excel to begin adding a system to your HR.
3. Project Plan Template
When you start any project, you should have a well-laid out project plan.
Essentially, a project plan lays out a timeline for your project.
It also states the purpose and goals of your project.
Essentially, it gives you and your team some direction.
A common mistake most project managers make, especially if they’re managing a project for the first time, is not making a proper project plan.
Simply listing down a ‘to-do’ list of things that need to be done is not an adequate project plan.
This approach will cause you to miss out on some important tasks.
What you should do when making a project plan is to map out your strategy.
What is the purpose of your project? What do you aim to do?
Once you answer these questions, start thinking about how you can achieve this purpose, and what your deliverables should be by the end of the project.
Because projects tend to be dynamic, the answers to these questions may continuously be changing.
That’s why it’s a good idea to use a project plan template.
This project management template offers you great flexibility.
You can keep updating the template as your project evolves, and you come up with new ideas.
By using a template, all you have to do is update your Excel sheet every time you come up with an idea, or even face a setback.
This saves you a lot of time compared to redoing an entire project plan.
If you’ve decided to do project management in Excel, then Project Central’s project plan template is a good one to use.
By using a good template, you’ll be able to draft up a thorough project plan.
Free Project Plan Template in Excel
4. Business Plan Template
Many new business owners tend to skip out on creating a business plan as part of their project plan.
But this is a big mistake.
A business plan is essential for getting your new venture off on the right foot – big or small. It highlights your business-specific goals.
This is a more specific version of a project plan.
Instead of focusing on your broader project goals, it lays down your business vision and economic assessment.
There are a lot of things that go into writing a good business plan.
This includes doing market research and understanding what your competitors are doing.
A good business plan will identify any business opportunities that your company hasn’t taken advantage of yet.
It’ll also help you identify any weaknesses you have in your business idea to address them.
The financial aspect of a project is also covered in a business plan.
It’ll help you gauge whether your project will be profitable for your firm and execute it well within your budget.
Given the importance a business plan holds in the process of project management, it’s easy to feel pressured when drafting one up.
That’s why we recommend using a business plan template.
With an Excel business plan template, you don’t have to worry about what or what not to include.
Instead, you just have to do the needed research and fill up the template.
Project Central’s business plan template is free to download and a good option to use!
Once you have a business plan template, all you have to do is focus on keeping it up to date.
Free Business Plan Template in Excel
Click to download our Free Business Plan Template in Excel to start your business off on the right foot.
5. Event Planning Template
The last excel project management template that you must have is an event planning template.
If you need to plan an event as a part of your project, there is no question that you need this.
To effectively plan an event, you must pay attention to many different details.
Hence, it’s a good idea to use an event planning template.
An event planning template usually consists of different checklists that’ll ensure you leave no stone unturned!
Typically, an event planning template will help you lay down the goals of your event, set a date, and get a venue.
A well-made event planning template will also help you estimate all possible costs and create a budget accordingly.
Being able to budget well is one of the toughest aspects of planning an event, but a good event planning template will help you out on this front.
Some events may also include guest speakers or entertainers.
You can note down if you need any in your template, so you don’t forget to contact them in time for an event.
Similarly, an event planning template will have room for you to note down a guest list, and dispatch invites accordingly.
Planning a good event can take months, so it’s a good idea to start as soon as possible.
If you’ve got an event coming up, Project Central’s event planning template is a good option!
Free Event Planning Template in Excel
Click to download our Free Event Planning Template in Excel to begin organizing your next event.
Did you download your project management templates?
Project management can be a daunting task, especially for those who have minimum experience in the area.
Luckily, it’s not an impossible task.
With a good Excel project management template, like the ones we’ve mentioned above, you’ll be on your way to doing an excellent job!