Project Plan Template
A free, editable Word document built for agencies and consultants scoping and tracking a client project — not a generic all-purpose template.
Most project problems trace back to scope that was never written down clearly at the start. This template forces objectives, in-scope/out-of-scope, and milestones onto paper before work begins — not after the first disagreement.
It covers objectives, scope, milestones and timeline, resources, risks, and a communication plan, so everyone involved knows what "on track" actually looks like.
This template is provided for general informational purposes and does not constitute legal, financial, or HR advice. Have it reviewed by a qualified professional before using it with a real client or employee.
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Once this is in place, startbuddi for agencies handles the client, invoicing, and follow-ups that come after — automatically.
See startbuddi for agenciesQuestions about this template
How is this different from a Statement of Work?
A Statement of Work is a client-facing, often contractually binding document. This project plan is more operational — used internally (or shared with the client informally) to track how the work actually gets done.
Should risks really go in a client-facing document?
Naming risks early, even briefly, sets realistic expectations and protects the relationship if something outside your control affects the timeline later.
Run the whole client relationship in one place
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