Implementation Plan Template (2023)

First you have an idea, then you need a way to turn a concept into reality. How do you move that idea from planning to action? That is done with an implementation plan.

Using our free implementation plan template helps you create the steps that end with the delivery of your idea. Download the free implementation template in Excel from ProjectManager and start your project on the right foot.

Or you can open the implementation plan template directly into ProjectManager, where you can manage it with a Gantt chart, spreadsheet, task list, kanban board or calendar—all in an online collaborative space. Update your plan and invite your team, so you can work together in real time and track progress along the way. Get started for free and make a better implementation plan.

Why Use an Implementation Plan Template?

It’s not hard to see why implementation planning would lead to project success. Project management is all about planning, so having a plan to implement your strategy is only going to reduce the risk of having any surprises negatively impact your project.

(Video) Implementation Plans and Templates

The implementation plan is a document that defines three things: the strategy, process and actions required. In other words, the implementation plan is a process that takes your strategy and makes it happen. Using ProjectManager’s implementation plan template gets you started faster.

While our implementation plan template is a great starting point, most project managers advise using robust project planning software such as ProjectManager, to assist you in the process of developing an idea, creating an implementation plan and tracking your success.

Who Uses and Updates the Implementation Plan Template?

While C-level executives might be instrumental in defining the overall strategy of the organization, the creation of an implementation plan and the use of the implementation plan template is the purview of the project manager. A project manager is the one who organizes all aspects of the project and supervises its execution.

Naturally, the project manager is likely to bring in others from their project team to offer their perspective and expertise. They might also seek other professionals and research historical data to learn how others have dealt with similar situations. But the buck stops with the project manager, who acts like a proxy for upper management.

Once your project team has figured out the process and actions, however, you might find that this implementation plan template only takes you so far. Project management software connects all elements of your plan to create efficiencies and boost productivity.

(Video) Implementation Plan

ProjectManager does this by having multiple project views so you can work how you want, while all the data is shared across every view. Our tool delivers real-time data for better decision-making and connects teams to get more done by working better together. Try ProjectManager today for free.

How to Use ProjectManager’s Implementation Plan Template

Now that you understand what an implementation plan is, and why it’s important to the success of your project, it’s time to start working with the implementation plan template. Here’s how:

  • Project Information: The first couple of rows on the implementation plan template for Excel are dedicated to the name of the project, the project manager, a list of stakeholders and the date when the implementation template was last updated.
  • The Spreadsheet: Following that is the main section of the spreadsheet, which is broken up into three parts. The first is the strategy, then the process and finally the actions you’ll take. Each section has the same column headings, broken up into tasks, who are assigned and what percentage of complete the task is.
  • Timeline: There’s a timeline section that takes each task and gives it a planned start and planned finish date, which is the duration you estimate the task to take to be completed. There follows an actual start and an actual finish, as things don’t always go as planned.
  • Planned Hours: Finally, in the timeline section is a column to note the planned hours you have estimated each task to take and another column that allows you to mark if it’s ahead of schedule, behind schedule or on schedule.
  • Resources: The last third of this template is dedicated to resources. Here you can note what department handles each task, the materials required to execute the task and how much each task will cost. The last column is reserved for notes in which to capture any data that fall outside of the previous columns.
  • Terms Used: There’s a second sheet in the Excel file that defines the terms used. But mostly, the template is a straightforward tool to help you organize your implementation plan and better achieve success in your project.
Implementation Plan Template (3)

Executing an Implementation Plan with ProjectManager

If you want to give your implementation plan template a greater chance to succeed, upload the template into ProjectManager. Our award-winning software organizes your work, whether you’re managing one or many projects, with features that plan, track and report back to stakeholders.

Schedule Deliverables, Resources and Costs

It’s easy to upload the implementation plan template for Excel into our tool. Once you add the duration to your tasks, they’re displayed on a visual timeline in our interactive Gantt chart. Now you can do things that a static template just doesn’t have the bandwidth to do.

For example, you can link dependencies and set milestones, but unlike other Gantt charts, we filter the critical path for you to see which tasks are essential and which can be put aside if time and money become an issue. Once you have a schedule, set a baseline to capture that data and compare it to your actual process. ProjectManager does this in real time.

(Video) LMS Implementation Plan Template

Work in Multiple Views

There are multiple views that let managers and teams work how they want. Managers tend to use Gantt charts. They can also use our sheet view, which is the Gantt without the timeline, giving you more screen space for columns. You can then decide which columns you want to see on the Gantt timeline.

Teams tend to use the kanban board. It provides transparency for managers to see what their teams are working on and identify roadblocks to reallocating resources before it slows down productivity. Teams can manage their backlog, make to-do lists and plan their sprints.

Track Resources and Report

When things change and your plan needs to update, our resource management tools make reallocation quick and easy. A workload chart is color-coded to see at a glance who has too many or too few tasks. You can balance the workload right from that page and keep everyone working at capacity.

Stakeholders are going to want to know how the project is progressing. To manage their expectations, use monitoring and tracking features, such as a real-time dashboard and one-click reporting. Unlike lightweight tools, our dashboard doesn’t have to be configured. It’s set up and ready to give you a high-level view of progress and performance. Reporting features can be filtered to show just what stakeholders want to see and then shared with a keystroke.

What Other Templates Can Help With Planning

If you’re not ready to upgrade, there are plenty of other templates you can use to help with your project planning. We have scores of free project management templates on the site. Visit our template page, but in the meantime here are a few to get you started.

(Video) How to Write an Implementation Plan (Video 8 of 8)

Resource Plan Template

Your implementation plan requires resources to execute the action items. You can organize those resources by using our free resource plan template. It lists the resource, what team they’re on, the total effort, rate and overall cost. Then you can schedule them across the time chart to make sure you’re not overspending during the project.

Work Breakdown Structure Template

The implementation plan is partially made up of actionable items. It’s important that your implementation plan is thorough in collecting all these actions. The best way to do this is with our free work breakdown structure template. This tree diagram puts your final deliverable on top and allows you to chart all the steps that get you there.

Project Budget Template

The implementation plan costs money and it’s part of any plan estimating how much those costs will be. The free project budget template is a great tool to detail the financial part of your implementation plan and your entire project. The template is color-coded to show you when you’re in the red as you monitor how much you’re spending over the course of the project’s life cycle.

Related Content

The ProjectManager tool is great, and the ProjectManager site is a hub for all things project management. As you know, there are many free templates. Beyond that, though, there are blogs published each week, tutorial videos and guidebooks to help the journeyman and the apprentice alike. Here are a few planning-related content published on our site. Explore if fully for answers to all your project needs.

  • Strategic Planning Models: An Introduction to 5 Popular Models
  • How to Run a Planning Meeting (Checklist Included)
  • Strategic Planning in Business

Take your time exploring the site. Download as many templates as you want. When you’re ready to take your project management to the next level, the next time you’re working on an implementation plan, try ProjectManager. See why tens of thousands of teams are using the tool to succeed at organizations from NASA to Ralph Lauren and the United Nations. Try ProjectManager today for free.

(Video) team implementation plan example pdf

FAQs

What is included in an implementation plan? ›

A project implementation plan is a document that defines how a project will be executed. Implementation plans explain the strategic goals and steps involved in a project, define the project completion timeline, and list the resources (including team members) necessary for a successful project.

What are the 4 major components of an implementation plan? ›

There are key elements of any implementation that primarily include planning: planning the work, planning the tasks and subtasks, planning the time, and planning the people and resources.

What is project implementation plan template? ›

The implementation plan gives you an authentic guideline on how to achieve those goals in the best way. You can say it is an action plan for your project. It should be that brief and clear that each and every person related to the project can understand it and can execute it without any difficulty.

What are the five steps of implementation? ›

The stages described in the guide include: 1) exploration, 2) installation, 3) initial implementation, 4) full implementation, and 5) expansion and scale-up. Each stage has specific steps and associated activities.

What is implementation example? ›

For example, strategic implementation within a business context might involve developing and then executing a new marketing plan to help increase sales of the company's products to consumers. The Houston Chronicle: The process that puts plans and strategies into action to reach goals.

What are implementation steps? ›

7 Key Steps in the Implementation Process
  1. Set Clear Goals and Define Key Variables. ...
  2. Determine Roles, Responsibilities, and Relationships. ...
  3. Delegate the Work. ...
  4. Execute the Plan, Monitor Progress and Performance, and Provide Continued Support. ...
  5. Take Corrective Action (Adjust or Revise, as Necessary)
25 Feb 2020

What are the five key components necessary to support implementation? ›

Making Sure You Have the Support

Often overlooked are the five key components necessary to support implementation: people, resources, structure, systems, and culture. All components must be in place in order to move from creating the plan to activating the plan.

What is the purpose of plan implementation? ›

The purpose of the implementation plan is to provide a format in which to: Define the tasks/actions required to implement each selected best practice. Develop a communication/training and implementation plan. Set a timeframe and target dates for the completion of tasks/actions and communication/training.

What is the difference between a project plan and an implementation plan? ›

An implementation plan covers all aspects of a project, including the budget, timeline, and personnel. The perfect project plan includes: Objectives, requirements. Scope assessment.

What is an implementation roadmap? ›

An Implementation Roadmap is a critical tool to help you identify all components essential to your project as well as dependencies, timelines, and the resources required.

What is plan implementation Matrix? ›

A policy implementation matrix (also called an action plan matrix) shows how each item in a policy will be implemented in practice. This type of matrix can be used for the implementation of national or organisational policies.

What is a work plan format? ›

A work plan is a written document designed to streamline a project. The purpose is to create a visual reference for the goal, objectives, tasks and team members who are responsible for each area. Every member of your team should be updated based on progress and current status.

What is an implementation schedule? ›

What Is an Implementation Schedule for a Project? A project implementation schedule is a chart that maps every task required to complete a project, each with a specific deadline. This is a cornerstone of any project plan because you'll use it during execution to monitor and evaluate the project's progress.

What is an implementation framework? ›

1. A set of methodology concepts, tools and measurement instruments that guide the execution of improvement projects. Learn more in: Evaluating CoPs in Cancer Surgery. Find more terms and definitions using our Dictionary Search.

What are the three stages of implementation? ›

The Stages of Implementation Completion (SIC) is an eight-stage tool of implementation process and milestones, with stages spanning three implementation phases (pre-implementation, implementation, sustainability).

How do you start a project implementation? ›

How to implement a project
  1. Assess the project plan. In the first phase of the project cycle, it's beneficial to establish a plan that meets the expectations of management, clients and key stakeholders. ...
  2. Execute the plan. ...
  3. Make changes as needed. ...
  4. Analyze project data. ...
  5. Gather feedback. ...
  6. Provide final reports.

What are the methods of implementation? ›

The Implementation Methodology is broken into five stages: Prepare, Plan, Design, Validate, and Deploy. Each stage includes a series of segments that are filled with a set of inputs, tools, techniques, and deliverables all building upon one another to move to the next stage.

What is implementation design? ›

A phase in the development of computerized systems in which hardware and software components are selected and implementation, operation, and maintenance procedures are developed.

What is step 4 of the strategy implementation process? ›

4. Execute and Monitor. It's time to put your strategic plan into action. All team members should have the resources they need to complete the task at hand.

What factor leads to successful is implementation? ›

The most crucial factors when it comes to implementation success or failure, according to survey respondents, are organization-wide ownership of and commitment to change, prioritization, and sufficient resources and capabilities (Exhibit 2).

Which is the first step in strategy implementation process? ›

Step 1: Set and communicate clear, strategic goals

The first step is where your strategic plan and your strategy implementation overlap. To implement a new strategy, you first must identify clear and attainable goals. As with all things, communication is key.

What is the key to successful project implementation? ›

Strong control over project scope changes. Good QA/QC program and implementation. Good safety management program and implementation. Timely acknowledgement and respond to project issues, submittals, requests for information, change orders, and other unanticipated issues.

What is an implementation manual? ›

Related Definitions

Implementation Manual means goals, policies, guidelines, procedures, standards, and requirements approved by the Board of Supervisors to implement this chapter, as described in Section 18.08.

What is the difference between a project plan and an implementation plan? ›

An implementation plan covers all aspects of a project, including the budget, timeline, and personnel. The perfect project plan includes: Objectives, requirements. Scope assessment.

What are the steps of project implementation? ›

Project implementation involves directly managing a project to ensure it meets the objectives outlined in the planning phase.
...
Here is a list of steps for implementing a project effectively:
  • Assess the project plan. ...
  • Execute the plan. ...
  • Make changes as needed. ...
  • Analyze project data. ...
  • Gather feedback. ...
  • Provide final reports.

What is the process of implementation? ›

Implementation is the process that turns strategies and plans into actions in order to accomplish strategic objectives and goals. Implementing your strategic plan is as important, or even more important, than your strategy.

What are the objectives of an implementation plan? ›

The purpose of the implementation plan is to provide a format in which to: Define the tasks/actions required to implement each selected best practice. Develop a communication/training and implementation plan. Set a timeframe and target dates for the completion of tasks/actions and communication/training.

What is an implementation roadmap? ›

An Implementation Roadmap is a critical tool to help you identify all components essential to your project as well as dependencies, timelines, and the resources required.

Why is an implementation plan important? ›

“The primary benefits to implementation and implementation planning are the abilities to outline the tasks needed to complete the project, identify the personnel and resources needed, and document the timeline for project completion to ensure you're meeting the strategic goals.”

What is the implementation schedule? ›

What Is an Implementation Schedule for a Project? A project implementation schedule is a chart that maps every task required to complete a project, each with a specific deadline. This is a cornerstone of any project plan because you'll use it during execution to monitor and evaluate the project's progress.

What is a successful implementation? ›

1. The correct adoption of a methodology that increases the probability of success of projects carried out in a company.

What is the key to successful project implementation? ›

Strong control over project scope changes. Good QA/QC program and implementation. Good safety management program and implementation. Timely acknowledgement and respond to project issues, submittals, requests for information, change orders, and other unanticipated issues.

What are the methods of implementation? ›

The Implementation Methodology is broken into five stages: Prepare, Plan, Design, Validate, and Deploy. Each stage includes a series of segments that are filled with a set of inputs, tools, techniques, and deliverables all building upon one another to move to the next stage.

What is step 4 of the strategy implementation process? ›

4. Execute and Monitor. It's time to put your strategic plan into action. All team members should have the resources they need to complete the task at hand.

What is implementation design? ›

A phase in the development of computerized systems in which hardware and software components are selected and implementation, operation, and maintenance procedures are developed.

What is an implementation plan marketing? ›

A marketing implementation plan puts your marketing strategy into actionable and practical tasks, duties and goals that are easy to understand and have directed guidance. This is helpful because not all team members may have access to strategy documents, plus those documents might not have specific task details.

What is an example of marketing implementation? ›

Some examples of marketing strategies that can be part of a marketing plan are online advertising, email marketing, content marketing, social media management, events, etc.

What is implementation and control in a marketing plan? ›

The implementation and control of marketing plans - is a process which should ensure the achievement of the strategic objectives adopted by the company. A special role in this process plays a function of organizing and directing people.

Videos

1. Implementation Planning
(The Forge)
2. Create the Implementation Plan
(Appian)
3. Implementation Plan A Quick Review
(Eric Eckl)
4. Project Implementation Plan
(Prashant Saxena)
5. ERP Implementation Plan: 6 Key Phases for Success
(NetSuite)
6. High Level Implementation Plan Template
(Flevy.com - Business Frameworks)
Top Articles
Latest Posts
Article information

Author: Saturnina Altenwerth DVM

Last Updated: 12/02/2022

Views: 6229

Rating: 4.3 / 5 (44 voted)

Reviews: 83% of readers found this page helpful

Author information

Name: Saturnina Altenwerth DVM

Birthday: 1992-08-21

Address: Apt. 237 662 Haag Mills, East Verenaport, MO 57071-5493

Phone: +331850833384

Job: District Real-Estate Architect

Hobby: Skateboarding, Taxidermy, Air sports, Painting, Knife making, Letterboxing, Inline skating

Introduction: My name is Saturnina Altenwerth DVM, I am a witty, perfect, combative, beautiful, determined, fancy, determined person who loves writing and wants to share my knowledge and understanding with you.