Templates
Planning templates, page 2
Lay out who does what by when: project charters and timelines, Gantt charts and milestones, OKR trees, budgets, and status reports that keep everyone up to date.
170 free templates · Editable · Works with Claude and ChatGPT · Page 2 of 3
Planning templates 61–120 of 170
Stakeholder map
Place everyone affected by a change by their influence and interest, then decide how closely to involve each group.
Scenario planning
Pick the two biggest uncertainties about the future, cross them, and describe the four worlds that result, so plans hold up in each.
Strategy on a page
The whole strategy on one board: why you exist, where you compete, why you win, the few priorities, how you measure them and what you stop.
Customer success plan
Agree with a customer what success looks like for them, how you will both measure it and what each side does this quarter.
Strategic pillars
Hold a strategy up on a few pillars: the mission they serve, what each pillar means, the enablers under them and how progress shows.
Bets portfolio
See your initiatives as a portfolio of bets, from safe improvements to bold new ones, and check the mix is deliberate.
Trends to watch
Sort the trends that could change your market by how soon they arrive and how much they would matter, and decide what to do about each.
Theory of change
Show how your work leads to the change you want: from resources and activities to outputs, outcomes and long-term impact.
Option tree
Lay out the options for a big decision as a tree, so the team sees every path before arguing for one.
Business case on a page
Make the case for an investment on one page: the problem, the proposal, costs, benefits, risks and what you ask for.
Annual plan on a page
A year on one board: the theme, the few goals, and what each quarter focuses on to get there.
MoSCoW prioritisation
Agree the scope of a release or project as must have, should have, could have and won’t have this time.
Discovery sprint plan
Plan two to four weeks of discovery: frame the question, learn from customers, generate options, test them and decide.
Beta programme plan
Run a beta that teaches you something: who to invite, how to onboard them, how to listen, when to iterate and how it ends.
Unit planner
A whole unit week by week: the big question, what students learn and do each week, and how you check along the way.
Project-based learning plan
Design a project around a real question: what students make, who it is for, the milestones and how it is assessed.
Station rotation plan
Groups move through learning stations: what happens at each, the materials, the timing and who works with the teacher.
Tech debt register
Known shortcuts in the codebase with what each one costs today, the risk it carries and the fix you would make.
Side project planner
Plan a side project you’ll actually finish: why you’re doing it, the smallest finished version, time you have and what could stop you.
Workshop design canvas
Design a workshop before you book the room: purpose, people, outcomes, activities, materials and what could go wrong.
Self-organised agenda
Let participants set the agenda on the day: anyone can host a session, and people go where they learn or contribute most.
Facilitator run sheet
The minute-by-minute plan a facilitator runs from: time, activity, purpose, who leads and what needs to be ready.
Family week planner
See who is where each day of the week: school runs, clubs, work trips and who is cooking, so nobody is left at the gate.
Meal planner
Plan a week of dinners around how busy each evening is, then turn the plan into one shopping list.
Trip planner
Plan a holiday or trip in one place: dates and budget, travel and stays, a rough day-by-day plan and what to book before you go.
Moving house plan
Get from one home to the next without losing the kettle: what to sort, book, tell and pack in the weeks before and after.
Wedding planner
Plan a wedding month by month, from setting the budget and guest list to the final week, so the big decisions come in the right order.
Home renovation plan
Keep a renovation under control: each job with its trade, quote, budget, order of work and status, plus a contingency.
Household budget
Plan the month’s money: what comes in, the bills that must be paid, everyday spending and what goes to savings.
Party planner
Plan a birthday or celebration: guests, food, the space, activities, a timeline for the day and who is helping.
School holidays plan
Cover the long summer break week by week: who looks after the children, camps and clubs, days out and quiet days.
Savings goals
Give every pound you save a job: each goal with a target, a date, a monthly amount and how far along it is.
Vegetable garden planner
Plan a year of growing food: what to sow, plant out and harvest through the seasons, and what each bed holds.
Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.
Unit economics
Work out what one customer brings in, what it costs to win and serve them, and how long until they pay back.
Cost saving ideas
Collect ideas to cut costs from everyone who spends money, then sort them by how much they save against how hard they are.
Investment appraisal
Compare options for a big spend on cost, return, payback and risk, so the decision is made on the same numbers for every option.
Fundraising round plan
Plan a funding round from preparation to money in the bank: the story, the investor list, meetings, due diligence and closing.
Software spend audit
List every paid tool, who owns it, what it costs and how many seats are used, then decide what to keep, merge or cancel.
Care plan review
Review a person’s care with them and the people around them: what matters to them, what support works and what changes next.
Discharge planning
Plan a patient’s safe return home from the day they arrive: what must be ready before, on and after the day they leave.
Clinical audit cycle
Run an audit against an agreed standard: pick the topic, collect the data, compare, change practice and audit again.
Shift cover gaps
See every shift that is short of staff or skills in the coming weeks, and track how each gap will be filled before the day.
Quality improvement project
Set up a small improvement project in care: the aim, how you will measure it, the change ideas to test and who is involved.
Brain dump and sort
Empty everything on your mind about a topic onto notes, then sort the pile into what to act on, decide, delegate or drop.
Hackathon plan
Plan an internal hackathon from theme to demos: dates, teams, rules, judging and what happens to the winning projects afterwards.
Improvement event plan
Plan a focused few days where a team fixes one process: scope, current state, ideas, changes tried and how they’re kept.
Business continuity plan
Plan how the business keeps going when something big fails: critical activities, what could stop them, workarounds and who leads.
Procurement request
Ask for a purchase with everything finance needs: what and why, options compared, cost, risks and the approvals required.
Office move plan
Move an office without losing a working day: choose and prepare the space, plan the move, do it, and settle in.
Compliance obligations register
List the laws, licences and standards you must meet, what each requires, who owns it and the evidence that you comply.
Audit readiness board
Get ready for an external audit: every piece of evidence the auditor asked for, who is gathering it and what is still missing.
Legal request intake
Log every request that comes to a small legal or contracts team, triage it by urgency and see who is working on what.
Contract renewal tracker
See every contract that renews or ends in the next year, its notice period and value, so no renewal happens by accident.
Regulatory change plan
Plan how you will meet a new or changed regulation: what it requires, the gaps today, the work and the date it comes into force.
Line balancing
Compare each station’s cycle time with takt time to find the bottleneck and move work until the line flows evenly.
Preventive maintenance plan
List each machine’s routine maintenance tasks with how often, who does them and when they are next due, so breakdowns get rarer.
Inventory ABC classification
Sort stock items by the value they move each year, so the few that matter most get the closest control and counting.
New product introduction gates
Take a new product from concept to full-rate production through gates, with what must be true before each one is passed.
Launch announcement plan
Plan how a launch reaches people: the tease, the announcement day, the follow-up demos and the long tail.
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