Work Plan Template
Define the milestones of a project and create a detailed plan to achieve your goals.
Trusted by 65M+ users and leading companies
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.
What are the key components of a work plan?
A work plan has four components: goals, strategy, tactics, and deliverables. The goals are the ultimate aim of your project — what you want your team to accomplish. Your strategy is the big-picture approach to your project plan that you’ll implement to achieve your goals. Tactics are the smaller decisions, techniques, and action steps that you’ll employ to achieve your broader strategy. Deliverables are the specific, time-bound results you want to achieve from specific tasks — defined by your overall strategy.
Can I customize the look and feel of Miro’s work plan template?
Yes, Miro makes it easy for you to customize the work plan template according to your preferences. You can easily change the colors of your sticky notes, cards, and even the work plan itself. You can also customize font types and sizes and edit or remove any of the text boxes.
When to use a work plan?
You can use a work plan at the beginning of a project for strategic planning purposes, to scope the project, and continue to update the plan as the project progresses with actual data. Set a cadence of regular meetings so you can go over the plan, ensure you’re staying on track, and adjust as necessary. Work plans are especially helpful if you’re juggling many complex projects, managing multiple stakeholders, or working in tandem with cross-functional partners.
Get started with this template right now.
Product Roadmap Canvas Template
Works best for:
Roadmap, Mapping, Planning
The IASA - Product Roadmap Canvas template offers a holistic view of product development by integrating key elements such as customer needs, business goals, and technology requirements. By utilizing this canvas, teams can align their product strategy with market demands and ensure that development efforts are focused on delivering maximum value to customers.
Kanban Framework Template
Works best for:
Kanban Boards, Agile Methodology, Agile Workflows
Optimized processes, improved flow, and increased value for your customers — that’s what the Kanban method can help you achieve. Based on a set of lean principles and practices (and created in the 1950s by a Toyota Automotive employee), Kanban helps your team reduce waste, address numerous other issues, and collaborate on fixing them together. You can use our simple Kanban template to both closely monitor the progress of all work and to display work to yourself and cross-functional partners, so that the behind-the-scenes nature of software is revealed.
Christmas Retrospective
Works best for:
Agile Methodology, Meetings, Retrospectives
The Christmas Retrospective template offers a festive and celebratory approach to retrospectives, incorporating the holiday spirit into the session. It provides elements for reflecting on achievements, sharing gratitude, and setting intentions for the future. This template fosters a sense of warmth, togetherness, and appreciation among team members, encouraging reflection on both professional and personal growth. By infusing the retrospective with the joy of the holiday season, the Christmas Retrospective empowers teams to strengthen relationships, cultivate positivity, and drive continuous improvement effectively.
Simple Project Plan Template
Works best for:
Project Management, Strategic Planning, Project Planning
A simple project is a North Star for your team, helping them answer any big questions about the project. The project plan should describe the nature of the plan, why you’re doing it, how you’ll make it happen, how you’ll carry out each step of the process, and how long each step is projected to take. If you’re a project manager or team lead, use this template to start a simple project plan, which can then be adapted to suit internal team projects or external client partner projects.
User Story Map Template
Works best for:
Marketing, Desk Research, Mapping
Popularized by Jeff Patton in 2005, the user story mapping technique is an agile way to manage product backlogs. Whether you’re working alone or with a product team, you can leverage user story mapping to plan product releases. User story maps help teams stay focused on the business value and release features that customers care about. The framework helps to get a shared understanding for the cross-functional team of what needs to be done to satisfy customers' needs.
DevOps Roadmap Template
Works best for:
Documentation, Product Management, Software Development
DevOps teams are constantly creating code, iterating, and pushing it live. Against this backdrop of continuous development, it can be hard to stay abreast of your projects. Use this DevOps Roadmap template to get a granular view of the product development process and how it fits into your organization's product strategy. The DevOps Roadmap lays out the development and operations initiatives you have planned in the short term, including milestones and dependencies. This easy-to-use format is easily digestible for audiences such as product, development, and IT ops.