5 detailed project implementation planning templates in Excel

Planning is an important step in the project management process. A specific and effective plan will help the project be completed on time, on budget and with quality. In the following article, 1C Vietnam will introduce to businesses 5 professional and scientific project implementation planning templates using Excel.

1. Information needed in a project implementation plan

The project work implementation plan is used to manage and track progress. A project implementation plan usually includes the following main information:

• Project start and end dates: These are important milestones to evaluate the progress and effectiveness of the project.
• Month of implementation: Project tasks will be divided into months for easy management.
• Person in charge: Each job will be assigned to a specific person or group of people responsible for implementation.
• Task name: This is a list of tasks to be performed in the project.

2. Project implementation planning template in Excel

Excel is software that provides many features and tools to help users easily create and track project plans. Below are some popular project implementation planning templates using Excel:

2.1. Sample 1

A Gantt chart is a popular project management tool used to track progress and completion times of tasks. Through the Gantt chart, businesses can easily grasp the progress of each task, the relationship between tasks and the expected completion time of the entire project.

Businesses can download it for free here .

2.2. Sample 2

A timeline project implementation plan is a table or chart that shows the important milestones of the project, from start to finish. This template is often used to track project progress and ensure that the project is completed on time.

Businesses can refer to the timeline template to support project implementation planning here .

When using a timeline template, project managers need to keep in mind the following:

• Always update the timeline to reflect the actual status of the project.
• Analyze potential risks and make contingency plans.
• Monitor project progress and adjust timeline as necessary.

2.3. Sample 3

A project performance management template is used to track, evaluate, and adjust project performance throughout implementation. This template includes key performance indicators (KPIs) to help managers grasp the actual situation compared to the plan, thereby making timely adjustments to ensure the project achieves its goals.

Key performance indicators (KPIs) in the project performance management template include:

• Project progress: Percentage of completion of project tasks compared to plan.
• Project cost: Total actual cost spent on the project compared to plan.
• Project quality: The degree to which the project's quality requirements are met.
• Customer satisfaction: Level of customer satisfaction with the project's products/services.

Refer to the project performance management template here .

2.4. Sample 4

Kanban project management is a project management method based on the principle of "continuous work flow". In this method, work is divided into small tasks, which are then sorted into different statuses, such as "Pending", "In Progress", "Completed".

This template is often represented as a table, where the columns represent the statuses of the job. The Kanban template helps managers visualize the work process of each project team, group, and employee. From there, managers can monitor implementation progress, detect potential problems and provide timely solutions.

Download the Kanban template for free here .

2.5. Model 5

Project cost management is an important issue for businesses. This cost can affect the efficiency and success of the project. To help businesses manage costs effectively, this article will introduce a useful Excel template. This Excel template will help businesses track project costs in more detail and accuracy, thereby making the right decisions to save costs and maximize profits.

Businesses can download the sample quickly and for free here .

3. Instructions on how to plan project implementation

3.1. Step 1: Determine project goals

The project's goal is the most important factor determining the project's success. Clear, specific and scientific goals will help managers and employees clearly define the direction and purpose of the project, thereby ensuring all activities are carried out in the right direction and achieve the best results.

A project objective is valid when the following criteria are met:

• Ensure the project is completed on time and on schedule.
• Ensure project products and services meet required quality.
• Ensure reasonable and economical use of budget and resources, avoiding waste.
• Ensure project resources are preserved and used safely, avoiding damage and loss.
• Ensure the project complies with the terms of the contract.

3.2. Step 2: Determine project scope

Determining project scope is a complex process, businesses need to rely on many factors and use appropriate techniques. Managers need to consider the company's resources, policies, regulations and experience implementing previous plans. In addition, businesses can use expert opinions, feedback from customers, market analysis results,...

3.3. Step 3: Make a schedule

The project schedule is one of the most important factors in ensuring project success. This plan needs to clearly divide tasks, from overview to detail, from simple to complex. Each proposed plan must be accompanied by a detailed assessment of feasibility, implementation timeline as well as smaller overall goals.

A detailed plan helps project managers quickly control problems that may arise, take appropriate countermeasures and closely monitor project progress. This will contribute to increasing project implementation efficiency and minimizing unnecessary risks.

3.4. Step 4: Analyze risks

Risk management is the process of identifying, analyzing and minimizing the impact of risks that may occur in a project. These risks can come from many different sources, including the macro environment, technical factors, weather, supplier incidents,...

Project risk management includes the following steps:

• Identify risks: This is the first and most important step in risk management. Risks can be identified through methods such as brainstorming, SWOT analysis,...
• Risk assessment: After identifying risks, businesses need to evaluate the severity and likelihood of each risk occurring.
• Risk resolution plan: Once the risk has been assessed, businesses need to come up with a solution plan to minimize the impact of the risk, including prevention, mitigation, transfer, and acceptance.
• Track and monitor risks: Risks are factors that cannot be accurately predicted. Therefore, businesses need to regularly monitor and monitor risks to promptly detect and respond to new risks.

3.5. Step 5: Arrange the necessary resources

Resource arrangement is the process of allocating and using resources appropriately to ensure the project is completed on schedule and with quality. Resources that need to be arranged include finance, human resources, machinery and equipment, raw materials,...

To manage project resources, businesses need:

• Determine resource needs for each task in the project.
• Allocate resources for each job appropriately.
• Regularly monitor and monitor resource usage to ensure the project does not suffer from resource shortages.

3.6. Step 6: Monitor and control progress

Every project has a certain time frame for completion. Tracking project progress will help administrators know what stage the project is in and whether it has achieved its goals or not. At the same time, closely monitoring project progress will help businesses detect and promptly correct errors, avoiding causing heavy losses.

3.7. Step 7: Use support software

To plan project implementation more effectively, businesses can use modern, advanced support tools. These tools help businesses plan appropriately, manage resources well, save time, effort and bring high efficiency.

Currently, Office software 1C:Document Management is an outstanding technology software, capable of supporting businesses in designing project implementation plan templates quickly and effectively. With this solution, administrators can track the progress of the project, determine the level of completion, and easily know which parts are having errors or errors to take appropriate improvement measures.

4. Digital Office Software 1C:Document Management supports project planning and management

Office Software 1C:Document Management is a solution to automate document management, processes and work administration. Developed based on an advanced technology platform, the software is capable of centrally storing structured and unstructured information, helping individuals and organizations handle remote work anytime, anywhere. even on mobile devices.

1C:Document Management software provides outstanding, powerful features to support businesses in planning and implementing projects effectively. Specifically, the software includes the following features:

• Create and assign tasks: Businesses can easily create new or edit tasks in the plan, and assign employee resources to each task.
• Set deadlines: The software allows setting deadlines and editing deadlines, supporting businesses to be flexible in all activities and plans..
• Hierarchical structure: Tasks are expressed in a hierarchical structure, helping businesses have an overview of the project plan.
• Task linkage: Software that supports businesses in determining the interdependency of tasks and linking tasks according to the formula Finish-Start, Start-Start, Start-Finish, Finish-Finish. This helps leaders have an overview of processes, plans, and projects.
• Automatic time calculation: Project execution time is automatically calculated based on the link between project tasks and work plans.
• Plan tracking: 1C:Document Management solution supports businesses in tracking progress, helping the next steps after the project planning step to take place more smoothly and effectively.

Above, 1C Vietnam has suggested 5 detailed project implementation planning templates on Excel. In addition, businesses can also use supporting software to make the project planning and management process faster and more effective. For professional, scientific project management and planning software consulting support, please contact 1C Vietnam immediately!