2. NYU project charter template
A simpler but more visually appealing project charter template from NYU’s management school.
Download: NYU.edu (Direct file, Word)
3. General-purpose project charter template
A general-purpose project charter template from Solarity, a project management consultancy. This one is fairly detailed and with a neutral design that can be deployed quickly.
Download: Solarity.com (Direct file, Word)
4. Agency project charter/business proposal template
This project charter template is designed specifically for use by project managers in agency settings. It can also double up as a business proposal given its focus and depth.
Download: MyPMLLC.com (Word, PDF)
2. Project Plan
There is no fixed “recipe” for making a project plan. You can be as detailed or superficial as you need to be. Unlike the project charter, which is meant for stakeholders on both sides of the table, the project plan is mostly to cue you and your team into the project and its goals.
Think of it as a simplified, distilled form of the project charter, but less formal.
Keep in mind that this is a living document. You can modify it as the project progresses and you learn new things. It doesn’t have to be comprehensive; it just needs to tell you and your team what they need to accomplish.
Here are some things you can include in the project plan:
- Project identification: Include details about the project, including its name, description, ID, client, and project manager’s name.
- Project dates: Identify the start and estimated end date of the project. You can also include a counter indicating the number of days left until the end date.
- Progress: Mention how much of the project has been completed so far in terms of milestones accomplished.
- Tasks/activities/deliverables: You can include a broad overview of key tasks, activities or deliverables, depending on the level of granularity. In complex projects, for instance, you might want to focus on deliverables, while in smaller projects, you can specify the exact tasks needed to produce said deliverables.
- Task details: Include details about each task’s start and end dates, the team or person responsible for it, and the task status.
- Timeline or Gantt chart: You can also include a timeline or Gantt chart showing dependencies and progress for each task.
Project plan templates
Here are a few project plan templates based on the guidelines above:
1. Task-focused project plan template
This project plan template focuses on tasks instead of deliverables or milestones. It includes a Gantt chart to visualize project progress. Use it for smaller projects with a small number of tasks and dependencies.
Download: AnalysisTab.com (Excel)