Project Planning & Control Template
Keep the agreed project, client dependencies, and delivery decisions in one working record.
What you receive
An Excel (.xlsx) workbook with 12 sheets: Start Here, Project Overview, Scope & Deliverables, Milestones, Task Tracker, Responsibilities, Client Inputs & Approvals, Risks & Blockers, Decisions & Notes, Project Health, Timeline, and Project Closeout. The file contains example project entries to replace with your own.
Example inside the workbook
The sample website-conversion project separates audit approval, strategy approval, and draft production. Updated testimonials remain a client input, while strategy approval is tracked separately. This shows which dependency needs action before production can move forward. The entries illustrate the layout, not a promised client result.
How to use it
1. Save a working copy and replace the sample details, owners, dates, and statuses.
2. Confirm scope and responsibilities, set major milestones, then add dated tasks and client inputs.
3. Review risks, approvals, Project Health, and the milestone Timeline weekly. Record lessons in Project Closeout.
Who it helps and where it stops
For freelancers, consultants, agencies, and small service teams coordinating an engagement. It requires manual updates and does not replace a contract, client approval, or an integrated project-management platform.
Get the free workbook
Enter your first name and email below to receive the file by email. Use a spreadsheet application; a larger screen is more practical for the registers and timeline.
