Project Planning Templates: Essential Toolkit With Direct Links

This page collects the most useful project planning templates for real-world delivery. Each template is linked, explained in one line, and designed to help you plan faster, communicate better, and stay on schedule.

Below, you’ll find a practical, full set of project planning templates.

Project Planning Templates for Every Project

Template What it’s for When you’ll feel it most Link
Project Charter Provides a high-level overview of agreed deliverables between sponsor and project team. Kickoff, funding, stakeholder alignment.
RACI Matrix Clarifies who is Responsible, Accountable, Consulted, and Informed for each task. Cross-team delivery, approvals.
Requirements Tracker Tracks requirements and status (developed/tested/completed) in one place. Scope control, QA readiness.
Project Plan / Schedule Schedules key tasks, subtasks, and milestones to keep delivery on track. Timeline planning, dependency mapping.
Risk Register Logs and monitors risks with probability, impact, owner, and response plan. Risk review, escalation readiness.
RAID Log Tracks Risks, Actions, Issues, and Decisions with ownership and follow-up. Fast-moving projects, weekly reporting.
Test Plan Documents test cases with expected vs. actual results to validate outcomes. Pre-launch QA, acceptance testing.
Project Status Summary One-page status view: health, progress, risks, and next steps. Stakeholder updates, steering reviews.
Communication Plan Defines channels, audiences, cadence, messages, and purpose. Stakeholder alignment, change management.
Lessons Learned Captures what worked, what didn’t, and what to improve for future projects. Phase end, project closeout.
Kick-off Presentation Sets expectations and aligns stakeholders on scope, approach, and benefits. Kickoff meeting, leadership alignment.
Meeting Agenda Provides a structured outline to keep meetings focused and outcome-driven. Recurring syncs, decision meetings.
Project Budget Estimates and tracks costs so financial resources stay visible and controlled. Procurement, burn tracking, budget reviews.

Project Plan Template Options

Project plan templates come in many formats depending on how your team works.

Some projects need a Gantt-style schedule, others need a one-page plan for stakeholders, and Agile teams often prefer sprint-based planning. The “Project Plan / Schedule” template above is your baseline—then you can adapt the layout to match your workflow (simple timeline, Gantt view, sprint plan, or implementation plan).

The key is consistency: one source of truth for tasks, dates, owners, and milestones.

Project Planning Worksheets

Worksheet Link
Problem Statement Worksheet Open in Google Docs
Managing Project Risk Worksheet Open in Google Docs
Project Communication Worksheet Open in Google Docs

Source: https://technology.berkeley.edu/