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Proforma template word for Planning

are you looking to create a project plan in word well if that's the case then you've come to the right place because today i'm going to be showing you exactly what you need to do from as you can see a blank sheet a brand new fresh word document that i've got open in front of me here today now if you want to save yourself a little bit of time i will drop a link in the description below um and that will enable you to basically buy this template um it's less than a cup of coffee it would really help me support my channel and it would also give you this template so you don't have to build it out yourself you'll have it very very quickly and you'll have all the formatting in place as well so it's going to save you a lot of time and you can get that very cheaply so just drop that just check out that link in the description below if that is something you're uh interested in other than that let's get on to it so the first thing i would recommend doing is changing the orientation of the page so when you open up word it's going to be um in this kind of view so if you at the top here if you click layout find the orientation and you want to basically change it to landscape from portrait and that's going to give you that extra space you're going to need it's going to make things look a lot better for you as well so that's the first thing i'd recommend doing secondly you want to what i would recommend doing is just putting a putting a title at the top so you know just just just put project plan uh for and then you could put whatever your project is so um project plan for uh youtube tutorial is what i'm just gonna call this and i'd kind of put that in in bold and i'd put that up a little bit there using this button here that gives your your page a title actually we might want to put that in the header actually that might save us a little bit of space so if i put i've copied and pasted that home bold and we'll put that there that's better that gives us that little uh it gives it that nice look as well so what i would recommend doing is starting off with a table so at the top of your project plan you want to give any stakeholder or anyone who's viewing this from this project plan and some information about you know what it is who's working on it and yeah just some key information really so start off i click insert on the ribbon at the top table then i'm going to go for i'm going to go by a six by a six by three we can always change this in a moment um but here i would just like to give some kind of key information one option you could do is the project name is the first the first option i've obviously put that in the header um you could do that or you could put that kind of here i'll show you what that looks like it's completely up to you and what we're going to need to do is formatting is going to be key to get this all on one page and to get it looking great so we're going to put this down to 12 [Music] and we'll sort through the formatting as we go along what i like to do as well is do some kind of theme colors so put this in like a nice gray just so you'll see in a moment how it kind of differentiates it all out so if i put that in there then we don't need that do we but i'm just giving you some examples of what you can do just to change how it looks and what kind of what works for you next up i would put in here and another little tip is if you you know select that cell with the data that cell double left click there format painter if i then put this down here we should get i should have done it the way around sorry so put this in here so next up i would suggest putting in the project deliverable you know what do you aim to achieve by doing it so i've done the format page and selected that um it didn't bring the the coloring so i'm going to just quickly do is i'm going to do this and we'll do this as well so the main project deliver deliverable in this case obviously it's going to depend on your project but this is going to be creating a project plan in word that's the deliverable we want to at the end of the day we want a project plan by the end of this that's essentially what we're saying here for your project it will obviously range as well i then put the scope statement so this is obviously what's in scope you know what you planning to achieve by your particular project and what kind of falls without you know not inside at the same time so yeah it's basically what your project covers you want that kind of clearly defined here so this would be creating the project plan only it wouldn't be kind of running the projects in this particular example and then the other thing i would start to put in here is i'll do one more line actually so i'm going to right click insert rows below i'm going to put in start date so this will be the project start date we'll put it in for today so it's the 26th of march 2022 we could probably put this a little bit bigger actually we could put the end date in here this could be planned this could be the plan date if you don't know what the dates are going to be just yet so you know kind of prospective date that would be 14. let's say it's gonna you know this project's going to run to the end of the year so we'll put we'll just put um we'll just put the 30th of december just for argument's sake and this needs to come down a little bit and then what you could put in this one is an overall progress and i'm going to see you see i'm using the format painter a lot it's quite quick it's quite a quick way of doing it of course you know this might be taking a little bit of time for you to watch but you'll soon get the hang of it what i'm just trying to create here if you you know is is the overall all the key information at the top um of the project plan that's what you're gonna want to do here so i would just recommend doing things doing things like this really um you know what i would then do actually before i'm actually going to take this out what i would do is i would merge these so i'd merge these together and then we could put that in like that we then could uh merge these ones as well so just selecting all the cells right click and then merge so that gives you those kind of options here i would actually i'm going to do that on here as well so you'll just see that i'm just just making this look really really nice at the top um bring this down a little bit put this at 12 actually let's put this all at 12. let's say this is at zero percent and lastly i'm going to put in project manager so who is the project manager on the project that's obviously going to be me in this case but that could be whoever you want it to be so let's say we're going to go with i can't think of any anyone at all let's just put in the queen i don't know why she came to my mind she's not usually on my mind but she did so the queen is the project manager and it's obviously dummy data here you can put in here if you need so that's your kind of key information at the top now is the main part of the project plan so what i would do here again i would leverage the table functionality so insert table and i'm going to recommend a seven by we'll go down to just we'll go down to there for now we can always add more um you know this is gonna this is a basic overview um but i'd just like to give you that kind of um understanding of of what you might need and some examples then how you can kind of tailor this for your own project so i've selected all of these cells so left click dragged across put that in that nice gray just differentiate the the column headings from the data that's going to fall underneath and then what i'd recommend doing is putting in we're going to put this down to 14 i think it's a task name assigned to so who's who's got that task actually this would be easy one to select all the cells put this at 14. i wanted to keep changing it then start date end date so that's obviously for the particular task the start and date of the tasks we want a duration i'm going to do this in days a status and comments so a place to add additional comments so i'm going to start adding some tasks these obviously will vary depending on your project and a quick note as well if you're working on agile then you might obviously be working with sprints and features so in that instance you could have so sprint one you could then have um feature one and i'd probably probably unbold that and then you could do sprint two and then you could do that sorry that would be feature one wouldn't it of course this could then be you know this is when we need feature two and feature three um you get the idea here so just a couple of spaces i've put in there just to draw these out and indent uh you could also use this functionality actually i should have probably done that so let's whack all these out you can use these and that will kind of draw draw it out and make it kind of clearly visible and then you obviously would probably do this as well so that would be how i do it for for agile you might not be that b3 you obviously might not be working with that joel don't worry if you're not oh i've messed that up there um that needed to be like that oh i don't know why it's doing that uh maybe i've got some i've got some spaces in there still of course silly me there we go so that would be if you're doing an agile project if if you're not a project manager if that's not a methodology you use don't worry we're going to just i'll just do a kind of basic project plan with you um but that's just something to bear in mind if you are doing that so i just thought i'd show you that first let's put in some some example tasks these are kind of you know good ones um for for any kind of general project um so what you could do is this and then you could put document requirements here we're going to put in a hardware requirement so this is like an it project if you like of course you you may be able to get the um depending these are essentially this task that needs to be done in order for the project to complete so you know if you're doing a project it could be you know a home improvement project this could be something like um collect resources or you know purchase purchase goods required or purchase electric tool tools or something like that of course it's going to completely depend if you're in a professional setting it's obviously going to be things like this this is an it project but you could just go for the kind of key phases as well that would be another you know that would be another way of doing it you know project planning or project initiation um project execution so this is some prince2 methodology here or project closure that's some other ideas as well um i don't know why i've put in final resources there that should be final resource plan so you know this could be um testing is another good option um development we need a a task of development complete we're going to right click here insert rows below [Music] we could do a launch here so obviously these these tasks are going to be completely dependent on your project these probably won't be suitable but you get the idea i'm just putting the tasks in and then you could set up some parent-child relationships using the indent so let's say that the objectives were part of the kickoff meeting then you just obviously do this and then you'd get that kind of relationship there another thing you could do if you wanted is you could put in the work breakdown structure so if i right click here insert column to the left you could just call this the wbs this would be 1 this would be 1.1 this would be 2 this would be 3. you get the idea it's just showing you the the relationships between the tasks not something you always need you might want it as well i think it's quite it's quite nice to have and whack this in like this um to make it kind of a little bit more visually appealing now here you start putting your assigned to this so this is the individual who's in charge of the task so again um this could be you know you know anyone working in your team so this could be tom this could be bill this could be a pretty good good idea to put in a surname as well tommy bill b um jason r uh trudy t um [Music] you know this one's going lance l um cassandra c that's supposed to be their surname i don't know all these people walking around with the same letter surnames as their first names but you get the idea um the start date would be the when you know that the task is expected to start and this will flow logically so it's almost chronological order so the start date would be today let's put it in like this and this date would then obviously be um let's say this take three days so the end date would be obviously if it takes three days it's gonna it's gonna complete on the 23 29th i should say 2022 and this has to then start so this is the way this project is oh no sorry this is this would be the 26th as well because that's part of that conversation um so that would you know you've got to bear these things in mind how the tasks relate to one another um let's say that's going to complete by the 29th as well just assume that that's you know it's got the same duration for simplicity say so that will obviously take three days as well um but yeah let's say so now we've got three days this is the 29th of the third this is when this you know next pla this is next task is going to start that's going to take you know one day this is going to take 10 days this is going to take you know three days i don't think that's a bit ridiculous actually um five days testing that 20 days development complete you know that could be five and then launch um you know that's gonna be one um and then you just start filling the dates out and obviously it's these have got to align so start date end date duration so you could then start the way i did this was obviously adding this to this so obviously this is going to be the 30th or the third 2022 but you could do it the other way around as well so you could put in the date here the start date the end date and then do the maths do the calculation and then put the duration in but nevertheless these three columns have to align um the status so here i would recommend you know you could have various different statuses um i would i would suggest something like in planning i would suggest um in progress i would suggest i would suggest um overdue and and complete as well these are the main ones i'd probably recommend and what you could do here is you could put some color coding in so you could every time there's a status of in planning it's yellow and every time it's in progress it is like a blue any time it's overdue naturally that would be a red that's a bit bright isn't it we don't want that much we'll go we'll go orange for this example but maybe go red on your own project planned and then complete naturally would be a green wouldn't it something like quite nice like that you've got this color coding so therefore if you know if it was in planning here then that would obviously be yellow again i just want to give you that kind of idea use the same colors so yeah i've got to find it now well i was not doing that so uh it's that one isn't it third from the left um and then i'm making it easy for myself am i but you get the idea and and you you could use the color coding and that just gives you that visual representation of the data it's just really really nice and then lastly we've got the comments so here you can just add any comments that are kind of um you know um beneficial beneficial to you um just to give further context so you could say like meeting with client to discuss scope and project requirements if i can spell i don't need that in bold and i'll probably make that smaller as well and then once you've done that you can start playing around with the kind of um formatting in terms of you know size so this is all probably quite big i'd probably reduce this down actually i'm going to get all of this down it's a bit too much we'll go 12 for now and that obviously makes things look a bit more visually better and easier to see and you know the last thing i would recommend is you could do this for your tasks they might not need comments and this is probably better actually a bit bigger this column here but keep it aligned with this at the top so i'll probably move this around and stuff like that so i'd probably do this um so yeah you've got your comments so you could do that for each of your tasks and then lastly one thing you might want to consider is insert column to the right you could put actually you know what i'm going to change this insert to the left insert column to left i would go progress complete because that naturally works next to the um status column so in planning so let's just say that's 25 percent let's say this is and i'd probably put this in the middle as well um this is in progress that's 50 um overdue you know zero percent i'm trying to align these it doesn't actually make sense this probably would be complete this would be kind of uh in progress this might be in planning i've got this all the wrong way around but i just wanted to give you an idea of the concept um and so align these all up and then you could um complete that's obviously going to be 100 um so yeah get your kind of numbers in and then you can run a calculation to give yourself an overall progress so i haven't made this particularly easy but let's just say the project is 25 then you can add that and then every time you come back to your project plan obviously it's a working document you can start to update make sure you update the overall progress if the project dates are slipping you know you might want a plan date and you might want to put planned date plan start date planned end date and then you could also put um actual start date and actual end date and then you can track the the the if your project run to schedule if you wanted to do that um but yeah make sure you kind of update these as you go along that's another really really good trick as well so that's how to really create a project playing word i hope this video was useful as i say there's a link in the description if you want this i'm going to completely clean this up i'll you know this will be raring to go should you want to buy it and you can use it straight away otherwise do like this video if it was useful and please do consider subscribing to my channel if you want to see more videos on project management or any other training video on building kind of these kind of templates in in word excel or any other system so with that said i hope you have an excellent day