16 Must-Have Project Plan Templates





Future of Work


Starting a new project can sometimes feel like setting sail in uncharted waters. While mapping out a clear plan is crucial, getting started can often feel like a daunting task.

To assist you in your next project, we have curated a collection of 16 must-have project plan templates that are absolutely FREE. Workflow templates are designed to address a wide array of project types, simplifying your planning process.

Whether you're a seasoned project manager or a beginner, these project management templates will act as your compass, leading you to project success.

Let’s dive right in!

1. SEO content creation

SEO content creation project plan template preview. Multiple task lists and individual task cards highlighting information and steps within the process

Looking for an efficient way to manage SEO projects? Streamline your SEO workflow and ensure that content is optimized for search engines.

Search engines demand constant adaptation and improvement to stay relevant. To be productive, an SEO project plan template needs to be well-documented, data-driven, and easily accessible.

Whether you're working on keyword research, outlines, or optimization, this template has everything you need to manage your content.

Your workspace in the project plan template also includes features like notes and files, as well as chat and meeting integrations. It is designed to help you produce high-quality content that attracts traffic and improves search engine rankings.

Main takeaways from the SEO content creation template:

  • SEO content creation requires ongoing adaptation and improvement
  • An efficient SEO workflow needs to be well documented, data-driven, and easily accessible
  • Access a step-by-step guide for keyword research, content outlining, creation, optimization, and promotion
  • Features like notes and files, as well as chat and meeting integrations, help keep all information and discussions centralized

Follow the step-by-step guide and leverage all the features to produce high-quality content that attracts traffic and improves their search engine rankings. Start using the template for planning freely and start ranking in search engines today!

2. Client Onboarding Checklist

Example of a project plan client onboarding checklist template. Preview of task lists and individual items to complete when onboarding a customer

The way you onboard your customers sets the tone for your relationship, establishes expectations, and aligns goals. If done poorly, it can lead to miscommunications, missed deadlines, and ultimately, a strained relationship. But fear not, because we have the solution!

Introducing our comprehensive client onboarding project plan template. Designed to be universal and applicable to various types of agencies and freelancers. This checklist will guide you through the seven stages of the client onboarding process, providing actionable insights and best practices at each step.

By adopting this project management template, you'll be well on your way to fostering successful, long-lasting client relationships.

Main takeaways:

  • The checklist includes stages such as conducting an onboarding questionnaire, sending a welcome letter, planning kick-off meeting…
  • Each stage of the project plan template provides actionable insights and best practices for successful onboarding.
  • The template for planning onboarding enables agencies and freelancers to gather comprehensive client information, assign a dedicated team, understand client needs and expectations…

By following this client onboarding checklist, you'll set the stage for a successful client relationship.

3. Marketing Campaign Management

plan projects with the marketing campaign manager template: image shows a preview of a task management bard and individual task cards to complete within a marketing campaign

In today's fast-paced world, having a well-defined process for marketing campaigns is crucial for success. It can save you time, reduce stress, and ensure that your marketing efforts yield the desired results.

However, for many marketing professionals, managing campaigns can be overwhelming and disorganized. That's where our custom template comes in to help.

Key Benefits of the marketing campaign project plan template:

  • Increased efficiency: Allocate resources more effectively and reduce time spent on managing campaigns.
  • Improved organization: Clear task assignment and defined responsibilities eliminate confusion and enhance overall organization.
  • Strategic planning: Align marketing efforts with business goals to take a strategic approach to planning and executing campaigns.
  • Higher ROI: Streamline processes, improve organization, and make data-driven decisions to significantly increase marketing ROI.
  • Better adaptability: Quickly identify and respond to market changes or consumer behavior to keep campaigns relevant and engaging.

To unlock the full potential of your marketing efforts and drive business growth, invest in effective marketing campaign management. Get started with the dedicated project management template and say goodbye to disorganization, while maximizing ROI.

4. Event Planner Checklist

project management templates for event planners example with a task board showing multiple lists and individual task cards to complete when planning an event

Planning an event can be a complex and time-consuming process. However, with the right tools and resources, you can streamline the planning process and ensure a successful event. That's where our Free Template comes in.

This template for planning events covers various stages of making an event a reality;, including goal setting, venue selection, budgeting, branding, publicity…

With our free event project plan template, you'll have a step-by-step checklist to guide you through the entire planning process. From setting goals to post-event tasks, stay organized and ensure a successful event.

5. Creative Workflow Management

project management template for creative workflow management on Rock preview with multiple task lists and individual task cards under each list highlighting what to do in a creative workflow

The creative workflow project plan template is a user-friendly solution that helps organizations organize, plan, and oversee the production of creative content. Your team can improve efficiency, communication, and the overall creative output by implementing the project plan example.

Outline your content requirements, set deadlines, assign tasks to team members, and track progress in real-time. By streamlining your workflow, you can eliminate bottlenecks, improve collaboration, and boost productivity.

Main Benefits of the creative workflow management project plan template include:

  • Streamlines the content marketing workflow
  • Guides users through every stage of the workflow
  • Helps users stay organized and on track
  • Customizable to fit specific needs
  • Intuitive and easy-to-navigate layout

Don't miss out on the advantages of a well-organized content creation process. This project management template sets you up for a timely delivery of high-quality content by ensuring important steps are not overlooked.

6. Simple Project Planner Template

Template for planning simple project example with a task management board and lists, calendar, board views in order to manage different activities in a simple project

This streamlined workspace is designed to kickstart your next project with ease. How you plan projects does not have to be complicated. Get started with intuitive functionality that can be shared by inviting others to your space!

The dedicated project management template provides a visual way to organize tasks, ideas, and progress; making it a great tool for teams and individuals alike.

Main takeaways from the simple project planner template:

  • The template includes four lists: Brainstorm, TODO, DOING, and DONE.
  • The Brainstorm list helps generate and refine ideas by answering key questions.
  • Once an idea is fleshed out, you can create a task and add it to the TODO list.
  • The DOING list is for tasks currently in progress.
  • When tasks are completed, they can be moved to the DONE list.
  • Additional lists and labels can be added for enhanced organization.
  • Messaging functionality alongside note-taking, videoconferencing and file storage can be accessed from the same workspace.
  • The project plan template is suitable for solo projects or team collaborations.

This simple template for planning is a powerful and user-friendly setup for organizing and managing projects. Using it offers you a streamlined workspace for brainstorming, tracking progress, and celebrating accomplishments.

7. Content Marketing Funnel

Project plan templates for content management example a content funnel preview with multiple lists and task examples on how to create and promote content

Missing deadlines can be a costly mistake in content marketing. Stay on track with a checklist-based project plan template. Ensure that every step in your content creation and distribution is completed, including social media promotion and meta descriptions.

No more wondering if you've forgotten something - workflow checklists keep you organized and efficient.

This example of a project plan includes features such as task management, messaging, and integrations with various tools. All these features are present to make it easier to monitor the blogging workflow and collaborate with team members.

Main takeaways from the content marketing funnel project plan template:

  • Use the content marketing funnel template to streamline your content management process.
  • Attach drafts, illustrations, and assets to tasks for better organization.
  • Utilize the checklist-based publishing process to ensure nothing is missed, including social media promotion and meta descriptions.
  • Collaborate seamlessly with team members and discuss tasks in the comment section.
  • Review the blog management process easily with filterable task labels and a convenient calendar view.

Stay on top of deadlines and effectively distribute your content, ultimately driving signups, sales, and awareness!

8. Customer Service Management

templates for project management example customer service management template highlight of the workspace with a task management board and different workflow lists to collaborate within from Rock's project management tool

In today's competitive business landscape, providing exceptional customer service is not just a nice-to-have; it's a must-have.

Customers have more choices than ever before, and their expectations for great service are higher than ever. Organizations that fail to meet these expectations risk losing valuable customers and damaging their reputation.

So, how can businesses effectively manage their customer service to ensure customer satisfaction and loyalty? That's where this project plan template comes into play:

  • Using the task board as a customer relationship management (CRM) system help businesses manage customer interactions and data.
  • Collecting and analyzing customer feedback is essential for improving products and services.
  • Effective customer service management leads to higher customer satisfaction and retention.
  • Ongoing effort is required to meet evolving customer expectations and compete in the market.

To streamline customer service, businesses can use this dedicated workspace to document and discuss different customer interactions and feedback points.

9. Agile Sprint Planning

Project projects with sprints in agile with a dedicated template preview in a task management board with multiple task cards and lists

Effective agile sprint planning is crucial for staying organized and accomplishing tasks in the fast-paced world of Scrum. Project management templates offer a reliable sprint workflow that streamlines the process.

Main Takeaways front he agile sprint planning project plan template:

  • Agile sprint planning involves short, time-boxed periods during which a team completes predefined tasks.
  • The stages of agile sprint planning include pre-planning, work breakdown structure (WBS), setting KPIs, and retrospective.
  • Pre-planning involves defining sprint goals, identifying high-priority items, and clarifying requirements.
  • A project plan offers predefined tasks, functionality for day-to-day work, team communication, and meeting agenda sharing.
  • WBS outlines tasks, subtasks, dependencies, and assigns them to team members.
  • Setting KPIs helps measure progress and effectiveness in achieving sprint goals.
  • Retrospective is a feedback stage for identifying improvements and refining processes.
  • The project plan example is user-friendly, versatile, and can be used unlimited times.

Streamline your Scrum process, increase efficiency, and achieve optimal results in every sprint. Take the next step towards becoming a high-performing and successful engineering team.

10. Branding Design Process

example of a project plan that can be created from the branding design process template showing a task management board with multiple lists and individual task cards

Are you a freelance designer or branding specialist looking to keep your branding design process organized? Look no further than this dedicated project management template!

Use this project plan template to streamline the branding steps and ensure that both you and your clients know what's happening at every stage of the branding process.

Break the work down into manageable tasks to ensure that you never miss an important step. The design project management template allows you to track progress, assign tasks, and collaborate with your team and/or clients.

What you’ll fined in the branding design process project plan template:

  • Break down the brand process into manageable tasks.
  • The project management template allows you to track progress, assign tasks, and collaborate effectively.
  • Ensure that you never miss an important step when branding a new product or service.
  • The example of a project plan covers all key stages, including onboarding, creative brief, discovery, design phase, client review meetings, revisions, and final handoff.
  • Keep clients updated on progress and aligned with their vision.

In conclusion, the Branding project plan example is a valuable tool for freelance designers and branding specialists. Give it a try to experience the benefits firsthand.

11. Recruitment tracker

Project plan template for managing the recruitment process. Preview of an application funnel with multiple stages such as resume review, screening call, interview...

Are you tired of sifting through stacks of resumes, trying to keep track of candidate progress, and juggling communication channels?

As a human resources professional, recruiter, or hiring manager, your time is precious. You need a solution that simplifies and streamlines the recruitment process. That's where a recruitment project plan template comes in.

A recruitment tracker is a powerful tool that can revolutionize the way you manage and monitor the hiring process. With the ability to consolidate all recruitment-related information in one place, project plan template eliminates the need for scattered spreadsheets, messy email threads, and endless file searches.

Key points discussed in the project management template:

  • Document applicant information, recruitment stages, interview schedules, feedback, and hiring status.
  • Rock is a comprehensive candidate tracker that streamlines the recruitment process.
  • Rock offers features such as notes, files, meetings, and tasks to enhance efficiency.
  • The example of a project plan includes lists for resume review, interviews, offers, rejections, accepted candidates, and the option to customize and personalize.

This project plan template for tracking applications is a useful tool for HR departments, recruiting agencies, and hiring managers to streamline the recruitment process. Take the next step and experience recruitment made easy!

12. Inbound Content Marketing

Project plan example for the inbound content marketing template with a task board preview and multiple task cards for inbound content marketing

Managing multiple integrated campaigns can be challenging, especially when it comes to organizing content and assets. This inbound marketing project plan template solves collaboration challenges within your inbound marketing strategy through intuitive, all-in-one functionality.

Key takeaways from the inbound content marketing project management template:

  • Inbound content marketing focuses on creating valuable content to attract and convert leads.
  • The process involves attracting, engaging, converting, nurturing, closing, and delighting prospects.
  • The inbound content marketing template offers a centralized location for content and assets.
  • The project plan example streamlines task management and facilitates collaboration within the team through chat, notes and files.
  • Using tools like Rock can improve workflow and boost marketing results.

Managing an inbound marketing strategy can be overwhelming, but with our project template, you can streamline your workflow and maximize the efficiency of your day-to-day collaboration.

Plan projects today and see how it can improve your workflow and boost your results. Take the next step towards enhancing your inbound marketing strategy and gaining a competitive edge in today's digital landscape.

13. Product Roadmap Template

A project plan for a product roadmap example with a task management board and multiple lists and individual task cards

Our development roadmap project plan template revolutionizes your process by providing a clear, organized, and collaborative approach.

Say goodbye to scattered Google Docs and hello to efficient task management and streamlined communication. Get started for free and take your product management to the next level.

Main takeaways of the product roadmap template:

  • A product roadmap communicates the vision, direction, and progress of a product over time.
  • Roadmaps are crucial for aligning stakeholders and prioritizing development.
  • The product roadmap template includes themes, features/epics, timeline roadmap, status updates, and resources.
  • Task management can be helpful for visualizing progress in the roadmap.
  • The free product roadmap project plan template suggests stages such as sharing ideas and suggestions, product design…

The roadmap project plan example offers a comprehensive tool for product managers to effectively organize and prioritize their product development. By following the suggested stages, product managers can track progress and optimize their workflow.

14. Website Development Process

Project management template for the website development process with multiple lists and individual to do list actions

Building a new website can be complex and time-consuming, but with the right roadmap, you can create a successful website. Streamline the process and finish up your successful and well-designed website well before the due date.

Main Takeaways from the website development process project plan template:

  • The website development process involves creating, designing, and launching a website.
  • A well-developed website is functional, visually appealing, and user-friendly.
  • Benefits of an effective web design workflow include clear objectives and goals, efficient resource management, improved communication and collaboration, and better project management.
  • The website building template helps organize web design projects and gather necessary information.
  • The project management template allows for easy collaboration and documentation in a single project space.

Don't let building a new website overwhelm you. Plan projects effectively and create a successful website with ease. Get started today and experience the benefits of a streamlined process.

15. Stakeholder Engagement Plan

Project plan template for stakeholder management example on rock with multiple task lists and individual cards highlighting example activities to engage with stakeholders

Stakeholder relationship management is a critical component of any successful organization. But how can you ensure that the management of stakeholders is both effective and efficient?

You can do just that by following the step-by-step process outlined in our stakeholder project plan template. Start working with tailored strategies and processes that address the unique needs and expectations of each stakeholder group.

The main takeaways from the stakeholder engagement plan include:

  • Identifying stakeholder communication tasks: List all communication tasks related to stakeholders, such as updates and meetings, to create a foundation for the task board.
  • Crafting task cards: Write each communication task on a separate card with relevant details, such as stakeholder name and due date, which will be used to populate the task board.
  • Organizing tasks on the board: Arrange task cards in columns based on their current stage in the communication process to provide a visual organization and easy identification of task status.
  • Assigning responsibilities: Clearly indicate team members responsible for each task to foster accountability and collaboration within the team.
  • Updating the board regularly: Move the task cards across columns as tasks progress, enabling progress tracking and prompt issue resolution.
  • Conducting regular reviews: Periodically review ongoing tasks with the team to discuss progress, address challenges, and plan for future communications, promoting open dialogue and collaboration.

Implementing this project management template helps streamline communication processes, enhance collaboration, and ensure timely interactions with stakeholders.

16. Portfolio Website Design

Plan projects such as a portfolio with this simple intuitive template with multiple task lists and example tasks to complete in order to create a portfolio such as research and data, design, development...

‍Are you a graphic designer looking to create a portfolio that will impress potential clients and showcase your skills?

Gone are the days of spending hours trying to figure out the best way to present your work.

Our project plan template provides a clear and intuitive task management process, ensuring that every essential aspect of creating a graphic design portfolio is covered. Now, let's dive into the stages our template walks you through.

Key Takeaways of the portfolio website design project management template:

  • Research and gather data to tailor your portfolio website to impress clients
  • Design wireframes and mockups that incorporate cohesive and polished elements
  • Choose the right content management system to showcase your work effectively
  • Test your website for functionality and user-friendliness
  • Showcase your best work through case studies and testimonials
  • Employ strategies to launch and promote your portfolio website effectively

Our example of a project plan for portfolio design provides a simple and efficient way to create an impressive preview of your graphic design skills.

Whether you're an experienced professional or just starting out, this project plan example will save you time and effort while showcasing the best side of your business.

Must-Have Project Plan Templates: Access More In The Template Gallery

The project plan templates highlighted in this article are only the tip of the iceberg. With the breadth of templates available in our Template Gallery, you're sure to find a design that fits your unique project needs.

Whether you're managing a small team project or overseeing a larger, more complex initiative, the right project management templates can make all the difference.

So, don't stop here. Dive into the Template Gallery to explore more options and discover the perfect layout that will guide your project to success.

Preview of the template gallery that holds more project management templates that people can use for free

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