Work Plan Template

Execute Projects that Deliver Effective Results

Visualize, organize, and manage your project goals, teams, tasks, and workflows in an easy-to-use visual platform designed for true team collaboration.

  • Real-time collaboration to align cross-functional teams
  • Multiple frameworks and templates for effective work planning
  • Multiple app integrations to connect your project workflows
Work Plan Template
National Geographic
Streamline Your Project Planning

Streamline Your Project Planning

Streamline Your Project Planning

Simple drag and drop tools to quickly manage your project roadmaps, work plans, kanban boards, or action plans.

Multiple pre-made planning templates to plan, track, and manage your project activities, resources, and workflows.

Frames for Kanban boards, timelines, grids, and more to visually arrange your data and create a view for your own working style on the canvas.

Infinite canvas to create one-page project plans centralizing all information and assets for easier decision-making.

Brainstorming tools like mind maps or post-it note walls to ideate, analyze, and plan around project initiatives.


Make Informative Decisions Faster

Make Informative Decisions Faster

Multiple app integrations to help you import and export project data across teams on different platforms.

Built-in tools to create dynamic and interactive presentations, reports, and dashboards for stakeholders.

Import images and vectors to the canvas and embed documents with in-app previews to provide more context with relevant resources.

Create custom databases with any type of data from team charters to project deliverables.

Make Informative Decisions Faster
Connect All Teams Across the Board

Connect All Teams Across the Board

Connect All Teams Across the Board

Multi-user collaboration with asynchronous editing to collaborate around planning and tracking with your team.

@mention comments to direct people to get things done or clarify things and comment threads to have discussions and follow-ups on the same canvas.

Multiple access levels and roles to streamline managing, sharing, editing, and reviewing your ideas, work plans, and strategies.

Workspace level status tracking; mark workspaces as Draft, In Progress, Final, Archived, etc. to maintain workflows and to keep everyone in sync.

Smart notifications to stay updated on changes other stakeholders make to your work plans.


A Better Way to Run Your Projects

A Better Way to Run Your Projects

Add detailed docs, attachments, links and more with notes on each task item to capture details and the big picture in a single space.

Prioritization grids to visually rank ideas for optimal effort and impact before implementation.

Assign tasks to complete items in context. Link tasks to or from other project management tools seamlessly.

Set estimated times and due dates for tasks and allocate resources based on availability and skill sets.

A Better Way to Run Your Projects

What Is a Work Plan?

A work plan is a tool that helps you stay organized during project planning. It contains the project goals, tasks to be performed during the project, to whom they are assigned, and the timeline for task completion. Work plans are extremely useful for individuals and project teams and can be used in both academic and professional fields.

How to Create a Work Plan?

  • Start by writing a brief description of the project. It should explain what the project is about, what it’s aiming to accomplish, or who it is targeting.
  • What are the objectives of your project? You can break these down to long-term or short-terms objectives.
  • Make sure your objectives are SMART - Specific, Measureable, Attainable, Relevant, and Timely.
  • List down the resources you may need to carry out each of the tasks. In a professional context, these could include a financial budget, machinery, software etc., and in an academic context these could be books, research papers, etc.
  • Identify those who should be responsible for completing each of the tasks. And add timelines. You can either use a Gantt chart here to depict the order and duration of tasks or simply put start and end dates.
  • Are there any obstacles that may slow you down on your way to achieving your goals? You can also mention these along with the precautions you should take.
  • Note down how you will measure your success or identify when you have hit your goals.
  • Now that you know how to make a work plan, get a headstart with one of Creately’s work plan templates. Want to collaborate with your team on completing it? Invite them with a diagram edit/ review share link.