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How to write your Project Plan Worksheet

We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.


Use the Project Plan Worksheet to keep track of the important details of each project such as contact information, milestones, summaries, resources, procurement, risks and backup plans.
Document Length: 4 Pages
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I bought this product when I was just about to start my catering business as far back as 2009 and never had any cause to regret. I had no clue on how to write a business proposal, so I purchased the Proposal Kit Professional and my first business proposal was to offer catering services to the wedding of the son of Nigerian Ambassador to Jamaica. I was surprised that not only was I offered the job but the ambassador called to appreciate my business proposal. This job was in millions of my local currency and I owe it all to Proposal Kit!!!"

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1. Get Proposal Kit Professional that includes this business document.

We include this Project Plan Worksheet in an editable format that you can customize for your needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.

3. Customize the project template with your information.

You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.

Project Plan Worksheet

How do you write a Project Plan Worksheet document?

Project Plan

Describe project title and date of plan as well as preparer. For each business involved in the project, list all relevant details of the business itself, then list all persons of interest involved in the project and their contact information. Describe the Project plan as it relates to the objectives in section B of the Project-Analysis-Worksheet.

Plan Goals

For each project objective outlined in section B of the Project-Analysis-Worksheet describe how the plan expects to complete each objective.

Project Objective Plan Methodology

Plan Milestone Summary

List all the projected milestones for the project plan, the expected completion of each.

Milestone Expected Completion

Plan Resources

Describe all resources needed in the plan to complete overall plan goals. The resource may be of any nature necessary to the completion of the plan.

Resource Purpose

Resource Procurement

For each resource necessary to the plan as outlined above in C.4 describe the expected procurement costs as well as which milestone as outlined in C.5 the resource is necessary to achieve.

Resource Related Milestone Costs

Plan Risks

Describe the most relevant risks to the plans success in order of importance as they relate to the completion of the project and what backups should be in place to mitigate damage done to the project as a whole.

Risk Backup Plan 1

A Document from Proposal Kit Professional

The editable Project Plan Worksheet document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$199 USD
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Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a project management system.

Related Documents:
The Project Management Pack suite of templates complements the proposal and contract documents by giving you a collection of business documents to use once you have a project to work on.
Proposal KitPublished by Proposal Kit, Inc.

We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Project Plan Worksheet, and use them as needed for your project.

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