Fantastic Excel Templates for Project Management and Tracking

6-minute read | Last updated on 15 May 2021 | Guest post

If you are a project manager, one of your primary goals is to stay on top of everything. Let’s face it, managing and tracking a project is no easy feat. Aside from the many vital factors that need to be taken into account, you also need to make critical decisions every now and then to ensure everything flows as seamlessly as possible.

Managing a project from start to finish can be tricky, even for the pros. Fortunately, there is no shortage of project management templates to help you carry out tasks and complete projects with improved ease and efficiency. With these pre-made templates, you are spared from creating charts, records, and registers from scratch.

1-Page Status Report Template

If you don’t have access to critical project-related data, you are managing blind. That said, the importance of a status report cannot be overstated. Without a status report, you won’t have any idea if you’re on track or if you need to make changes to finish the project on time

The free Excel status report template is also your go-to tool if you want to significantly improve how you communicate with team members and stakeholders when you deliver a presentation.

Aside from having the luxury to decide on the frequency of the reports, a 1-page status report template can also help warrant some of the tasks that will require time and effort are taken care of so you can focus on other things that need your immediate attention.

Action Plan Template

A project is often initiated to complete a specific objective. However, to achieve your goal, you need to have a strategy. Steps that can help you implement the strategy successfully is also needed. In other words, you need an action plan.

An action plan provides the framework to execute your project in the fastest and most efficient way possible. With the free action template, you only need to fill in the blanks if you want all the bases covered. Additionally, an action plan can help ensure your project starts on the right foot.

From assigning tasks to noting status down to timeline and resources, the action template has everything covered. The action plan template also comes with great features that allow users to visualize the project workflow through Kanban boards and a real-time dashboard.

Gantt Chart Project Template

The Gantt chart is one of the most valuable tools in their project management arsenal for many project managers. While Excel’s version of the Gantt chart works almost identical to the conventional one, it is considered more efficient.

As soon as you key in the project details into the spreadsheet, the template will transform the data into a cascading horizontal bar chart so you can sort everything according to categories such as scheduled start, level of priority, and completion dates.

And since it’s in Excel format, task designation, tracking, and interaction among team members is easy and straightforward.

Project Tracker Template

While working on the project, team members might want access to relevant information or double-check on some details. With the project tracker, team members can get easy access to information they want since they can find it in one place.

All that’s required is to give all the collaborators, and team members access to the spreadsheet to find all the information they need in a snap. However, that’s not all. The project tracker template also allows users to designate tasks, allocate hours, arrange deadlines, and plan projects conveniently.

Work Breakdown Structure Template

In essence, projects are made up of tasks and subtasks. The work breakdown structure templateis designed to help users create an organized account of the project’s tasks. This is done by breaking down tasks into smaller and more manageable deliverables.

This setup gives everyone in the team a better insight and perspective into what has been accomplished, what needs to be done, and which tasks to prioritize. The work breakdown structure template is also a versatile tool that can be very helpful throughout the project’s various stages—from planning, budgeting to scheduling.

Risk Register Template

To manage projects accordingly, taking care of the possible project risks is crucial. Managing risks involves formulating a response to ensure the project is always on track. This is where the risk register template can come in handy.

This free Excel risk tracking template allows you to list down all the potential risks that can occur during the course of the project. The template also allows you to define how the risks can impact your project.

From there, you can identify the level of risks and assign it to a specific owner so someone is held accountable and can keep an eye out for it. Also, with the risk register template, you now have a foolproof way of resolving any risks that may arise so it won’t be able to compromise the success of the project.

Change Request Form Template

Just like life, one thing that is constant in any project is change. To ensure projects are completed successfully and right on time, these changes need to be adequately managed. This is where the change request form template can prove to be highly valuable.

The free change request form template is designed to help users identify, track, and resolve changes as they occur. This template also provides space where you can note the changes and assign them to a team member for resolution.

The change request form can also be very dynamic. It can function as a collaborative platform where team members can easily communicate and attach relevant documents.

PM Dashboard Template

If you want to be in the driver seat as you move through your project’s various aspects, the PM dashboard template can be your powerful ally. This valuable tool gives you the luxury to monitor your project’s progress and track the task budget and status all in one place.

This free project management dashboard also allows users to create charts and graphs that can give them a visual and digestible look at all the tasks at hand and the workload and costs. Indeed, it’s a great way to stay on top of the project and target specific aspects when needed.

Wrap Up

Over the years, Excel has proven to be a game-changing tool for many project managers. With fantastic features added on a routine basis, it won’t be a surprise if it becomes a powerful tool any project manager can’t do without.

About The Author

Anthony Stevens is the Content Specialist for Excel Templates, a resource for free Excel templates including calendars and charts. When not writing, he spends time building furniture and running with his dog.