#PROJECT PLANNER WITH EXCEL HOW TO#

Create headers according to your project plan Step 2 – Add your project information Label the columns asĬolumn A: “Task” or “Activity” or “Actionable Item”įeel free to add on as many columns as you want, and adjust their alignment, column width, and formatting, to make your project plan tailored to your requirements. Once you’ve opened up your Microsoft Excel, and have an Excel worksheet to work on, it’s time to take the first step in setting up a project plan for you.

#PROJECT PLANNER WITH EXCEL HOW TO#

How to create a project plan in Excel?įor your convenience and ease, I am breaking down the entire process into clear actionable steps. Without further ado, let us now jump directly on the steps to create a project plan. Read More: Steps to create a perfect project plan Allocate required resources, time, and budget to the tasks.Also, do not forget to specify milestones. Analyze potential risks and risk-mitigating parameters beforehand.Construct a solid plan and break it down into manageable tasks.Evaluate your needs, resources, and project objectives as the first thing if you do not want to hit project failure because of bad planning.Tips for formulating a brilliant project plan – Limitations of creating a project plan in ExcelĪ project plan is a living, actionable, and dynamic framework, created before the beginning of a project for successful project execution, effective control, and timely delivery.Īs defined by the Project Management Body of Knowledge (PMBOK), it is a formal document, outlining all the project execution and control guidelines that are approved by all the members concerned.įrom sketching out the project scope, objectives, and timelines to establishing evaluation criteria for safeguarding the project against risks and ensuring quality standards, the project plan serves as a roadmap and a clear blueprint for everyone involved in the project.Is there a project plan template in Excel?.Tips for formulating a brilliant project plan –.

Project planner with excel