RESOURCES

Project Management Templates

Board structures to start from, for sprints, launches, hiring, content calendars, client work and more.

46 templates · 5 groups

46 templates in 5 groups

Marketing and launches 8

Content Calendar TemplateA content calendar template organised by publish date: idea, draft, review, scheduled, published, built to run…Digital Marketing Project TemplateA digital marketing project template that coordinates SEO, paid, social and content as one project toward one goal…Event Planning TemplateA single-event template built around one fixed date: a vendor pipeline with a confirmed gate, a capped week-of…Marketing Campaign TemplateA marketing campaign template that follows one campaign from brief to wrap-up report: five stages, WIP limits, and a…Product Launch TemplateA product launch template with four department lanes: engineering, marketing, support, sales, converging on one shared…SEO Project TemplateAn SEO project template with a content pipeline and a separate technical-fix backlog running side by side, so writing…Social Media Calendar TemplateA social media calendar template organised by channel, not by stage. Daily and weekly posts across Instagram, LinkedIn…Website Launch TemplateA go-live checklist template for launch day (DNS and redirects, tracking verification, a rollback plan) separate from…

Clients and sales 5

Agency Project TemplateA whole-engagement template for services work: scope, capped production, client review and delivery, with hours logged…Client Delivery TemplateA template for executing one scoped phase of client work: capped in-progress items, a client review stage and a…Client Onboarding TemplateA client onboarding board for agencies: contract signed, kickoff booked, assets collected, first deliverable shipped…Customer Onboarding TemplateA repeatable onboarding board for new paying customers: account provisioned, setup, first value milestone, check-in…Sales Project TemplateA sales pursuit board for the coordination work behind a deal: qualified, discovery, proposal, negotiation, closed. Not…

People 3

Employee Onboarding TemplateAn HR onboarding board for new hires: paperwork, equipment, first week, 30/60/90 check-ins. Starts after an offer is…Recruitment Project TemplateA hiring pipeline board: role opened, sourcing, screening, interviews, offer. Ends at an accepted offer, where employee…Remote Team Planning TemplateA remote team planning template built around an async inbox, a small overlap-window column for real live decisions, and…

Software and IT 15

Agile Project TemplateA framework-agnostic sprint board (backlog, this sprint, review, done) sized to measured velocity instead of hope, for…AI Project TemplateAn experiment board that tracks an AI idea from hypothesis to shipped or shelved, and keeps the ones that don't ship…Bug Tracking TemplateA defect-specific board: triage by severity, a Can't Reproduce column, and a tight WIP limit on In Progress to stop bug…Cloud Migration TemplateA migration board with inventory, migrate-by-service, cutover, and decommission columns, for moving existing…Cybersecurity Project TemplateA board for moving security findings from reported to verified-fixed, with severity triage and low WIP limits. A…Data Project TemplateA pipeline board that tracks a data source from identified through built, validated and running in production, with…DevOps Project TemplateA board for ongoing infrastructure work: postmortem follow-ups, on-call action items and infra-as-code changes, each…IT Project TemplateA ticket-driven board for internal IT and infrastructure projects: vendor rollouts, system upgrades, access requests…Product Development TemplateA cross-functional template spanning discovery to GA: product, design, engineering and support share one board through…Product Roadmap TemplateA product roadmap template with now, next and later columns of themes and outcomes, not tasks; each theme owned by one…Scrum TemplateA Scrum board template with product backlog, sprint backlog, WIP-limited columns and a written Definition of Done: the…Software Development Project TemplateA dev-team board template (backlog, sprint, review, done) with story-point sizing and GitHub branch and PR linkage…Software Release TemplateA release checklist template with gate columns (version freeze, staging, release notes, rollback plan) instead of…Sprint Planning TemplateA sprint planning template (sprint goal, committed items and a capacity check as one page) checked against real…Website Development TemplateA phase-based board for building a website (discovery and design, build, QA, and launch) with a sign-off gate between…

Planning and governance 15

Annual Planning TemplateAn annual planning template with four or five yearly themes, a quarterly checkpoint for each, and a decision log, not a…Business Operations TemplateA recurring-work template for operations teams: one request queue, capped weekly tasks and a separate vendor lane…Capacity Planning TemplateA capacity planning template that turns gross hours into real capacity by subtracting leave and overhead, with an…Change Management TemplateA rollout board for organizational change: teams move through communicated, trained, transitioning and reinforced, with…Project Brief TemplateA project brief template for the one document a project needs just once: goal, scope in and out, stakeholders, success…Project Management TemplateA project management template with a triage inbox, WIP-limited board, capacity planning and a decision log. Open it in…Project Proposal TemplateA project proposal template for making the case before approval: the problem, approach, cost and timeline estimate, and…Project RAID Log TemplateA RAID log template: Risks, Assumptions, Issues and Decisions kept in one running log, broader than a plain risk…Project Status Report TemplateA status report template drawn from live board data: progress against plan, risks the delivery forecast flags early…Project Timeline TemplateA project timeline template: a dated task list with start dates, end dates and dependencies, so a slip shows on the…Project Tracker TemplateA project tracker template: one screen across every workstream, status, hours logged and what's at risk, built from the…Quarterly Planning TemplateA quarterly planning template that caps commitments at six, traces each one to an annual theme, and hands finished…Resource Allocation TemplateA tactical template for assigning people to tasks right now: per-person WIP limits and logged hours, no optimizer…Risk Register TemplateA risk register template, one entry per risk, with likelihood, impact, an owner and a status, kept live instead of a…Weekly Team Planning TemplateA weekly team planning template sized to real availability, with a blocked column, one-tap time logging and a Friday…

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