Project Plan Template

Project Plan Template

Workbook Introduction - General Project Plan Template
This workbook currently provides the following worksheets:
Project Plan --

Enables the user to assign tasks, hours, level of effort, % complete, start date, finish date,
start time, finish time, end date, assigned resource(s), and actual hours
(There is also an associated Gantt chart within this worksheet.)

Roles -

Enables users to assign personnel based on a role

Project Plan Usability Guidelines:

The following outlines a list of features associated with the Project Plan worksheet:
Many of the header cells have comments associated with them. These comments can be
located by placing your cursor over cells with small red triangles located in the upper-righthand corner.
The finish date can be input manually; however, the system will automatically calculate the finish
date based on the assigned hours and level of effort.
There is a calculated "% complete" strictly based on the calendar.
There is a calculated "% complete" based on the hours estimated to complete the project and
the tasks that have been completed. Completed tasks are identified by placing an "x" in
column A on the same row as the completed task. When you enter an "x" in column A,
that line item will automatically be grayed out, signifying that it is complete.
Ten percent will be added on to the total estimated hours to completion to account for unknowns.

The following are known limitations of this workbook:

You can overallocate a resource; there is no accounting for the assignment of multiple tasks
starting on the same day to a single individual. This workbook has no workload-leveling function.
The Gantt chart cannot be easily modified to represent "weeks" or "months" instead of "days."

Roles Usability Guidelines:

Purpose:

Application:

The user can define specific roles that will be assigned tasks within the project plan.

Some possible roles have already been established. These can be used by
typing "=<<Reference Name>>" within the applicable "Assigned Resource" cell;
<<Reference Name>> should be replaced with the actual reference name
assigned to the role. Reference names are defined by typing the reference
name in the following area:

Project Plan Template

Project Plan Template

Project Plan Template

<< Project Plan Template >>

% Complete =>
Estimated Total =>
ID

Task name
1

Master Project List=>

0%
223.4
Est. (hrs.)

0%
10/25/16
% Comp.

Start

10/25/2016 <= Today's Date

12/13/16
Finish

Assigned resource

50
10
10
10

0%
0%
0%
0%

10/25/16
10/25/16
10/27/16
10/31/16

11/04/16
10/26/16 IT Lead
10/28/16 IT Manager
11/01/16 IT Manager

1.04
1.05

Analysis
Identify requirements
Identify team
Finalize responsibilities
Survey environment (if necessary)
Survey equipment: # of w/s, printers, etc.
Verify equipment type

10
10

0%
0%

11/02/16
11/03/16

11/03/16 IT Lead
11/04/16 IT Lead

2.01
2.02

Document summary of request

Complete Americas Hosting Project Description Document
Review project requirements w/management

20
10
10

0%
0%
0%

11/07/16
11/07/16
11/07/16

11/08/16
11/08/16 IT Lead
11/08/16 IT Lead

3.01
3.02

Develop project plan

Customize project template
Review project plan w/management

20
10
10

0%
0%
0%

11/09/16
11/09/16
11/09/16

11/10/16
11/10/16 IT Lead
11/10/16 IT Lead

11.25
10
0.25
1

0%
0%
0%
0%

0.5
0.25

0%
0%

11/11/16
11/11/16
11/11/16
11/14/16
11/14/16
11/14/16
11/14/16
11/14/16
11/14/16

11/14/16
11/14/16
11/11/16
11/14/16
11/14/16
11/14/16
11/14/16
11/14/16
11/14/16

100

0%

11/11/16

12/06/16

20
10
5

0%
0%
0%

11/18/16
11/23/16
11/24/16

11/23/16 IT Lead
11/24/16 IT Coordinator
11/25/16 IT Lead

5
10
20

0%
0%
0%

11/11/16
11/12/16
11/15/16

11/12/16 IT Lead
11/15/16 IT Lead
11/18/16 IT Lead

30
20
10
5

0%
0%
0%
0%

11/25/16
11/29/16
12/02/16
12/05/16

11/29/16
12/02/16
12/05/16
12/06/16

20.125
201.25
1

0%

12/07/16

12/10/16

0%

12/10/16

12/12/16 IT Manager

0%

12/13/16

12/13/16 IT Project Manager

1.01
1.02
1.03

4
4.01
4.02
4.03

4.04
4.05
5
5.01
5.02
5.03
5.04
5.05
5.06
5.07
5.08
5.09
5.10

Coordinate w/client and stakeholders

Determine target date w/ implementation team
Schedule meeting w/stakeholders
Meet w/stakeholders
Review project plan
Identify potential risks
Set schedule
Send stakeholders an e-mail summarizing meeting
Confirm schedule w/implementation team
Itemize activities
Sub major initiative
Subtask #1
Subtask #2
Subtask #3
Sub major initiative
Subtask #1
Subtask #2
Subtask #3
Sub "n" major initiative
Subtask #1
Subtask #2
Subtask #3
Subtask #4

Miscellaneous ( = 10% of estimated time required for project)

Assess project

Update project plan template

IT Lead
IT Lead
IT Lead
IT Lead
IT Lead
IT Lead
IT Lead
IT Lead

IT Lead
IT Lead
IT Lead
IT Lead

24

25

26

27

28

29

30

31

########################

October-16
1

December-16
6

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

##################################################################################################################################################################

January-17
25

26

27

28

29

30

31

10

February-17
11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

10

11

12

13

14

15

16

##################################################################################################################################################################

March-17
17

18

19

20

21

22

23

24

25

26

27

28

10

11

April-17
12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

10

11

##################################################################################################################################################################

May-17
12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

10

11

12

13

14

15

16

17

18

19

20

21

22

23

##############################################################################################################################

IT Manager
IT Project Manager
IT Sys. Admin Move Lead
IT Coordinator
IT Network Coordinator
Sys. Admin Support Team Member #1
Sys. Admin Support Team Member #2

Identify the person per role

IT Manager
IT Project Manager
IT Lead
IT Coordinator
IT Network Coordinator
#1 Team Member
#2 Team Member

Reference name:
IT_ECS_Mgr
IT_ECS_PM
IT_ECS_Lead
IT_Coord
IT_Network_Coord
Team_Member_1
Team_Member_2