Efficiently manage your projects with our Google Sheets Template, an inclusive tool for task tracking, reporting, approvals, variations, and archiving.
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Define project objectives
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Identify project stakeholders
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Create a task list
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Assign tasks to team members
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Define deadlines for each task
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Record start dates and deadlines on Google Sheet
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Approval: Stakeholder for the set objectives, tasks, and deadlines
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Input anticipated costs for each task
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Record actual start and end date for each task
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Record actual cost for each task
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Updates status of each task
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Generate project progress report
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Approval: Manager for project progress report
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Track and record any changes to the project plan
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Calculate the variance between planned and actual project data
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Generate final project report
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Approval: Project Sponsor for final project report
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Project review and lessons learned recording
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Finalize and archive project documents
Define project objectives
Clearly define the goals and objectives of the project. Explain the purpose and desired outcomes of the project. Specify any constraints or limitations that need to be considered during the project execution. Identify the key stakeholders and their expectations.
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Client
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Project Manager
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Development Team
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Quality Assurance Team
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Executive Sponsor
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Limited budget
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Resource constraints
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Time constraints
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Scope creep
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Communication issues
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Increased customer satisfaction
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Improved operational efficiency
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Enhanced brand reputation
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Cost reduction
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Increased revenue
Identify project stakeholders
Identify all the individuals or groups who have an interest or influence in the project. Determine their roles and responsibilities. Establish effective communication channels with the stakeholders. Develop a stakeholder engagement plan.
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Client
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Project Sponsor
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Executive Management
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End Users
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Project Team
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Regular status meetings
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Weekly progress emails
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Monthly project update reports
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Project portal
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One-on-one meetings
Invitation to project kickoff meeting
Create a task list
Create a comprehensive list of all the tasks required for the project. Break down tasks into smaller subtasks if necessary. Prioritize the tasks based on their criticality and dependencies. Define the estimated effort or duration for each task.
Assign tasks to team members
Assign each task to the appropriate team members based on their skills and availability. Clearly communicate the responsibilities and expectations for each assigned task. Provide necessary resources and support to ensure successful task completion.
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High
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Medium
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Low
Task Assignment Notification
Define deadlines for each task
Set deadlines or due dates for each task based on their priority and dependencies. Ensure that the task deadlines align with the overall project timeline. Consider the availability of resources and any external dependencies while defining the deadlines.
Task Reminder Notification
Record start dates and deadlines on Google Sheet
Record and track the start dates and deadlines for each task on a Google Sheet. Share the sheet with the team members to keep them informed about the project progress. Update the sheet whenever there are changes in start dates or deadlines.
Approval: Stakeholder for the set objectives, tasks, and deadlines
Will be submitted for approval:
Define project objectives
Will be submitted
Identify project stakeholders
Will be submitted
Create a task list
Will be submitted
Assign tasks to team members
Will be submitted
Define deadlines for each task
Will be submitted
Record start dates and deadlines on Google Sheet
Will be submitted
Input anticipated costs for each task
Estimate the anticipated costs for each task considering the required resources, materials, and any additional expenses. Document the cost estimates to ensure budgetary control and financial planning for the project.
Record actual start and end date for each task
Record the actual start and end dates for each task to track the progress and adherence to the project schedule. Update the dates as the tasks are started and completed. Analyze any delays or deviations from the planned timeline.
Record actual cost for each task
Track and record the actual costs incurred for each task. Compare the actual costs with the anticipated costs to identify any variances. Analyze the reasons for any cost deviations and take necessary corrective actions.
Updates status of each task
Regularly update the status of each task to reflect its progress. Use clear and concise terms to indicate the task status, such as 'In progress', 'On hold', 'Completed', or 'Delayed'. Keep the team members and stakeholders informed about the task status updates.
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Not started
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In progress
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On hold
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Completed
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Delayed
Generate project progress report
Generate a project progress report to summarize the overall progress of the project. Include information such as completed tasks, pending tasks, milestones achieved, issues or risks identified, and resource utilization. Share the report with the stakeholders and obtain their feedback.
Project Progress Report - {{form.Date}}
Approval: Manager for project progress report
Will be submitted for approval:
Record actual start and end date for each task
Will be submitted
Record actual cost for each task
Will be submitted
Updates status of each task
Will be submitted
Generate project progress report
Will be submitted
Track and record any changes to the project plan
Track and document any changes or modifications to the project plan. This includes changes in scope, objectives, timeline, resources, or any other project parameters. Analyze the impact of the changes and update the project plan accordingly.
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Scope change
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Timeline change
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Resource change
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Objective change
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Budget change
Change Request - {{form.Change_type}}
Calculate the variance between planned and actual project data
Calculate the variance or deviation between the planned and actual project data. This includes comparing planned vs. actual start dates, end dates, costs, effort, or any other metrics. Analyze the variances to identify any trends or patterns and take appropriate corrective actions.
Generate final project report
Generate a comprehensive final project report to document the overall project performance, achievements, challenges, key learnings, and recommendations for future projects. Include details such as project objectives, deliverables, timeline, budget, resource allocation, and stakeholder feedback.
Final Project Report - {{form.Date}}
Approval: Project Sponsor for final project report
Will be submitted for approval:
Generate final project report
Will be submitted
Track and record any changes to the project plan
Will be submitted
Calculate the variance between planned and actual project data
Will be submitted
Project review and lessons learned recording
Conduct a comprehensive project review and document the lessons learned. Analyze the project outcomes, successes, failures, and areas for improvement. Gather feedback from the team members, stakeholders, and clients. Document the valuable insights and recommendations for future projects.
Finalize and archive project documents
Finalize all the project documents, including project plan, reports, requirements, specifications, and any other relevant material. Ensure proper archiving of the documents for future reference, audits, or legal requirements. Organize the documents in a structured and easily accessible manner.
