Templates
Planning templates, page 3
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 3 of 3
Planning templates 121–170 of 170
Webinar plan
Plan a webinar from idea to follow-up: topic and promise, promotion, the run of show, the live session and what happens after.
Marketing budget split
Split a marketing budget across channels with the goal for each, the expected return and what you’ll cut first if you need to.
Pre-mortem
Imagine the project has already failed, list every reason why, then decide what to do now so it doesn’t.
Team offsite planner
Plan an offsite people are glad they went to: purpose, outcomes, sessions, logistics and what happens after.
Volunteer rota
See who covers each volunteer shift over the week, where you still need people and who leads each session.
Fundraising campaign plan
Plan an appeal from quiet early asks to the final push and the thank-yous, with targets for every phase.
Grant pipeline
Track every funding opportunity from prospect to decision, with amounts and deadlines, so no bid is missed or started too late.
Annual impact report outline
Plan your yearly impact report: the headline, the stories, the numbers, the money and the thank-yous, before anyone designs it.
Logic model
Lay out a programme as resources, activities, outputs and outcomes in columns, with the assumptions that hold them together.
New hire first week
Plan a new colleague’s first five days so they meet the right people, get set up and do something real by Friday.
Manager onboarding checklist
Everything a manager does to onboard someone well, from before day one to the end of month three, as cards to move.
Hiring plan
Plan the roles to hire this year: why each is needed now, when they start, the budget and who leads the search.
Risk register
List what could go wrong, how likely and how bad each risk is, who owns it and what you are doing to reduce it.
Capacity plan
See how loaded each person or team is week by week, so you can move work before anyone is overbooked.
Compensation review
Prepare the yearly pay review: where each person sits in their pay band, the proposed rise and the reason, within the agreed budget.
Engagement survey actions
Turn an employee survey into a short list of actions: the themes, what people said, what you will change and who owns it.
Succession plan
Keep key roles from being one resignation away from a crisis: who could step in now, who in a year or two, and how to get them ready.
Recognition programme
Design how your organisation says thank you: what gets recognised, who can recognise whom, how often, and how to keep it fair.
Interview loop
Every step a candidate goes through, who runs it, what it tests and the signals to listen for, so no two interviews overlap.
Career ladder
What changes from level to level in scope, craft, collaboration and impact, so promotions are predictable and fair.
30-60-90 day plan
What a new hire should learn, contribute and own by day 30, 60 and 90, agreed with their manager on day one.
Weekly review
Thirty minutes on a Friday to look back at the week, notice what drained or fed you, and choose what next week is for.
Goal map
Your year as a map: a handful of life areas, each with the goals that matter in it and the first step toward each.
Eisenhower matrix
Sort your tasks by urgency and importance into do now, schedule, hand off and drop, so busy doesn’t crowd out what matters.
Metric tree
Break one top-level metric into the drivers that move it and the levers teams control, so every team sees its link to the goal.
Construction punch list
List every defect and unfinished item found at the end of a build, room by room, with who fixes it and when it was signed off.
Site daily report
A one-page record of a day on a building site: weather, people and plant on site, work done, deliveries, delays and safety.
Office space plan
Plan who sits where by neighbourhood: which teams share space, how many desks, rooms and quiet areas each needs, and on which days.
Change freeze plan
Plan a quiet period around a busy date: what is frozen, what can still ship, how exceptions are approved and how you thaw.
Load test plan
Plan a load test before a launch or peak: the traffic you expect, what you will simulate, what counts as passing and what you will watch.
Infrastructure capacity forecast
Forecast when each key resource runs out at current growth, so you can order, scale or redesign before it becomes an outage.
Seasonal promotion plan
Plan a seasonal promotion from choosing the offer and buying stock through setup, the live weeks and the review.
Stock count plan
Plan a full stock count so the numbers can be trusted: preparation, count day, recounts, reconciling and reporting.
Peak trading staffing plan
Match staff hours to the busiest days of a peak season, slot by slot, and see the gaps before the rush rather than during it.
Project end retrospective
Close a project properly: goals against results, what helped and hurt, the surprises and the lessons the next team should get.
Futurespective
Imagine it is six months from now and things went well. Work backwards to what made it happen and what could stop it.
Quarter retrospective
Look back on a whole quarter: the goals, the moments that mattered, how the team changed and what to carry into the next one.
Campaign brief
One page that gets a campaign team aligned: goal, audience, message, channels, budget and how you will measure it.
Content calendar
A month of content across channels, week by week, so pieces build on each other instead of competing.
Account plan
Grow one key customer on purpose: their goals, who matters, where you can help more and what could go wrong.
Event plan
Countdown for a webinar, meetup or conference stand: what has to be done six weeks out, the week before, on the day and after.
Mutual action plan
Agree with the buyer every step to a signed deal and a live rollout: what happens, who owns it on each side and by when.
Sales territory plan
Plan a territory for the year: the accounts that matter, the target per segment, how you’ll reach them and the help you need.
Renewal plan
Prepare a renewal months ahead: the value delivered, open issues, the expansion idea and every step to signature.
Course design map
Plan a course backwards from what learners should be able to do at the end, module by module.
Group project roles
Give every student in a group a clear role, the tasks that come with it and how the group checks in, so work is shared fairly.
Staff professional learning
Plan a term of professional learning for teachers: the focus, sessions, classroom trials and how you’ll see the impact.
Field trip planner
Plan a school trip that’s worth the effort: the learning purpose, logistics, safety, money, permissions and follow-up lesson.
Diary study plan
Plan a study where participants record their experiences over days or weeks: recruitment, prompts, check-ins and analysis.
Stakeholder interview plan
Interview the people inside the company who shape a project: their goals, worries, constraints and what success looks like to them.
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