Work Plan Template

About the Work Plan Template

Miro’s work plan template is a free and fully customizable visual roadmap you can start using to plan your projects. It outlines the steps you should take to achieve the desired goal, sets demonstrable objectives, and establishes measurable deliverables. An effectively completed work plan template guides you throughout the project lifecycle, allowing you to realize an outcome by collaborating with your team.

While the work plan template is a powerful tool for project management on its own, you can also incorporate the Lean Six Sigma methodology to enhance your experience. Lean Six Sigma is an approach to streamlining business processes that originated in the manufacturing industry. It aims to reduce waste, improve quality, and increase efficiency and product value.

We’ll walk you through more tips to make the most out of Miro’s work plan template.

How to use Miro’s work plan template

To get started, scroll to the top of this page and click on the blue “Use template” button. That’ll allow you to access the work plan template in Miro. Once you’re in, here are a few steps you can take:

1. Align on goals and strategy

Before you can start filling the work plan template in, make sure you’ve got a clear goal you’re working towards. Gather input from team members, stakeholders, and project sponsors — including information about your project timeline, resources, constraints, and key deliverables you’d like to have.

Want to collaborate on the work plan template? Invite team members to edit your Miro board together with you in real-time by clicking on the blue “Share” button on the top right.

2. Add tasks to the work plan template

The template’s work plan is split into three rows, with key dates being at the top, tasks in the middle, and deliverables or outcomes at the bottom. Start by adding your tasks to the pre-made cards in the middle row. Double-click on a card to start typing, and expand it to add more details for each task. You can easily add more cards from the toolbar — or by duplicating existing ones.

3. Add your timeline

Tracking time is an important way to measure progress for any project. Use the sticky notes in the top row to fill out key dates and move them around as needed. You can also add more sticky notes by grabbing them from the toolbar or pressing N on your keyboard.

4. Add outcomes and deliverables

While you won’t know all your outcomes just yet, you can start identifying what your desired outputs and important deliverables are in the bottom row. Double-click on the sticky notes to start typing, and drag them around to adjust them as needed.

Of course, it’s normal for things to change throughout the course of a project (especially for large projects). Your work plan template cannot be all-encompassing – nor should it be. List as many goals, strategies, objectives, and tactics as possible and add dates for specific tasks, but don’t worry if you need to make adjustments later. Project management tools can be useful in helping you keep track of dates, tasks, and assignments.