Project Planner Worksheets


Execute your projects smoothly & efficiently with Project Planner Worksheets!
Plan, track, manage, & collaborate!



Creating a project plan is essential before diving into any project. A lot of us freeze up when we have to figure out where to start. Don’t worry! I’ve got you covered with this simple, yet effective, project plan bundle. So, what’s included & what do you do with it all?

Page 1: The Milestone Check List
Page 2: The Task Checklist
Page 3: The Meeting Notes
Page 4: The Budget Tracker

First thing is first. While we’re definitely in the digital age, you will want to print (yes, that’s right) these out. Dust off that 3-hole puncher & pop these bad boys into a binder.

Next, you need to organize your thoughts & to do that we start with page 1, The Milestone Check List.
What is your project, what is your objective (what do you want to accomplish?), & what are the major milestones you need to hit in order to keep moving towards your goal?

Start with the simple stuff. Name your project. Give yourself a start date & a deadline. This will help keep you on track!
Next are your milestones. What are the things that need to happen in order to move on to the next phase of your project?

For example
, if you’re planning a big birthday party, one of the first things you’ll need to figure out is where it will be. Acquiring your venue is a milestone. From there you can start to plan the food, the music, etc.

TIP: Break down each milestone into smaller tasks.

Sticking with our example, what do you need to do in order to book that venue? Maybe you decide to pick 3 venues to look at & decide from there. Once you decide, you’ll need to give a deposit. Check & check! See, isn’t checking stuff off fun?

Now keep it moving!

Start with a milestone, then create the mini tasks using page 2, The Task Checklist.

Within your milestones, you’re most likely going to have things that cost money. Such is life. This is where page 4, The Budget Tracker comes into play. What is your budget for that party venue? For food, for a DJ, etc.?

When we’re planning a big event, or accomplishing a big project, it’s typically not alone. If you are planning it alone, find a team.
Trust me. Delegate!
Page 3, The Meeting Notes, is great for this.

And just like that, you’re off & running! Check in with yourself & your team often. There’s nothing like accomplishing your goals.