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17+ Plan Templates in Excel

Having a concrete and realistic plan is ideal for achieving certain goals or objectives. A plan is generally any description or series of steps which has a balance and resources. It is used to accomplish targets. A plan is also often implied as a physical set of actions or activities that are designated in order to achieve the said goals or objectives.

A plan can be in a different type or format, depending on a person’s manner of using it. Having a plan is essential, that is why we’ve created a list of plan templates in Excel that may be beneficial to you. You can choose from our different template selections. These are easy to modify and ready for download.

Project Plan Templates

Event Project Plan

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Size: 5 KB

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Project Plan Sample

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Size: 56 KB

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Project Communication Plan Example

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Size: 10 KB

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Budget Plan Templates

Monthly Budget Plan

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Size: 13 KB

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Annual Budget Plan

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Size: 41 KB

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Sample Budget Plan

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Size: 84 KB

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Business Plan Templates

Business Plan  Example

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Size: 27 KB

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Importance of Having a Plan

These are some of the reasons why planning is important in accomplishing a specific goal.

  • Indispensable – Having a plan is one of the most essential when it comes to project management and techniques for a time management. It is a preparation of action steps in sequence to accomplish a certain goal.
  • Development Awareness – Having a plan is similar to having a map. Following a plan can always determine your progress in terms of achieving your goal. This is necessary for making great decisions on where you will head next and what you need to do. This is especially true when dealing with an affirmative action plan template as decisions implemented is critical to an individual’s career growth.
  • The 80/20 Rule – The 80/20 rule, where 80 percent of the effort will only give less than 20 percent of the beneficial result. It is either you spend too much time deciding what you need to do next or taking irrelevant and distorted acts.
  • Obtaining Needed Resources – When it comes to acquiring your needs during each action step, having a plan is ideal. Especially when talking about money, time, and other basics. When there is a plan, oftentimes you will be able to determine if at some point you’ll encounter some issues.

Annual Plan Templates

Annual Work Plan

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Size: 27 KB

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Annual Plan Example

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Size: 63 KB

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Control Plan Templates

Control Plan Sample

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Size: 8 KB

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Tips You Need to Consider for an Effective Plan

In order to attain specific objectives, having an effective plan is always the key point. If you’re planning on making one, know what you need to do in order to make your plan effective.

  • Knowing when and how to start. There are those people who don’t think about the things they need to do or how they will do it until they have to. They do things only as a response to external factors, and then start to wonder why they can never get a hold of success. Regardless if you’re running a company or your own life, putting a certain technique in characterizing your goals and tactics for the coming year or month, or even week can go a long way.
  • Determine the deadlines. You won’t be able to determine if you’re on the right track or not getting your goals done if there is no advance decision making regarding any project or undertaking that must be completed. There might be times that you’ll miss deadlines; however, you already have a base reference in order for you to adjust any deadlines.
  • The people involved. It’s true that you’re the only one who can make this thing possible. However, if certain goals are beneficial, you’ll be highly likely to involve other people as well. Ensure that they should be responsible for every step in the plan that you have. They need to be dedicated and should always be ready. This is one reason why school action plan templates, as an example, always make sure that parents are involved in the process. Even if they do not actually belong to the school body, they are still stakeholders of the institution and must be privy to the plans of the establishment.
  • Make a list of the things you need to complete. You may provide specific details so that people can connect and perceive what it looks like when it is complete. Ensure that the objectives you have are concrete and quantitative.

Delivery Plan Templates

Sample Delivery Plan

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Size: 21 KB

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Financial Plan Templates

Financial Plan Example

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Size: 4 KB

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Financial Inclusion Plan

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Size: 4 KB

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Free Financial Plan

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Size: 11 KB

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Media Plan Templates

Sample Media Spending Plan

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Size: 10 KB

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Major Types of Plans

Individuals, teams, organizations, and other related resources can be committed to making a compelling plan. However, there are three major plan types that you need to know before you decide to start coming up with the details. These three types can help you to achieve your goals or objectives.

  • Operational Plan – This is a type of plan that people use in order to accomplish certain job responsibilities. Managers, supervisors, as well as team leaders, use operational plan in backing up tactical plans. An operational plan can also be single-use or an ongoing plan.
  • Tactical Plan – This plan is used for shorter time frames and confined scope compared to strategic plans. This type of plan often has a one-year duration or less due to the fact that it is considered a great avenue for plotting out short-term objectives. Additionally, long-term goals can take up to more than a year to achieve.
  • Strategic Plan – This plan, on the other hand, is an outline of steps that are designed with the goals of the entire team. This type of plan is designed for overseeing goals over the next two, three, or even more years. A religious institution, for example, needs a document like a church strategic plan as it needs to take into consideration long-term goals and objectives.

Training Plan

Free Training Plan

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Size: 119 KB

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Annual Training Plan

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Size: 5 KB

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Different Plan Templates that You Can Download

For your plan-making schemes, we always have your back. We have our plan templates that you can use anytime. Check out some of the samples.

  • Project Plan Template – This template is designated to guide the control and activity of a specific project or task. This also refers to a document that shows project activities together with a timeline. If you’re making a plan like this, we highly recommend downloading this template.
  • Budget Plan Template – This is a plan that is useful for budgeting expenses. Having this allows you to regulate, in advance, if you’ll have enough budget allocated to do all the things you need to do. This is also ideal when it comes to balancing your expenses.
  • Business Plan Template – This is an ideal plan that focuses on outlining goals and details regarding how you plan to accomplish your goals or objectives for a business. This template is a great example of an effective business plan. If you need one, you might want to download this. For establishments of the altruistic kind, a non profit business plan template would be more suitable.

These are effective and ideal plan templates that, for sure, will help you accomplish your goal. Don’t hesitate, and download whatever it is you need right here.

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