Agile undertaking administration has turn out to be a cornerstone for groups aiming to ship worth rapidly and adapt to altering necessities. With its iterative method and give attention to collaboration, agile helps streamline workflows, foster transparency and prioritize buyer wants. Nonetheless, implementing agile successfully requires the appropriate instruments—particularly agile templates that standardize processes and enhance consistency throughout groups.
Whether or not you’re new to agile or seeking to refine your present setup, gaining access to ready-made agile templates can considerably scale back setup time and enhance productiveness. On this roundup, we discover important agile templates for Excel, Phrase and extra that help key actions equivalent to dash planning, backlog grooming and extra—making it simpler to remain organized and aligned from dash to dash.
Do this free agile dash plan template, which opens up in ProjectManager’s kanban board. It’s a structured software that helps groups manage, prioritize and monitor work objects throughout a dash throughout the agile framework. In contrast to conventional dash planning that divides work into time-boxed iterations, a kanban board focuses on steady supply and workflow administration. The agile template is totally customizable so customers can title columns as they please, equivalent to “backlog,” “to do,” “in progress,” “overview” and “executed,” every representing a stage within the workflow.
This visible structure permits groups to map out person tales, duties or options, and transfer them throughout columns as work progresses. The dash plan template ensures readability on what must be executed, who’s accountable and the way work is flowing via the system. It additionally helps groups restrict work-in-progress (WIP), determine bottlenecks and preserve give attention to delivering worth repeatedly. Agile groups utilizing a kanban profit from this template’s flexibility, visibility, and its seamless integration with ProjectManager’s useful resource administration options and real-time monitoring options, making it simpler to regulate plans in actual time and maintain all stakeholders knowledgeable all through the dash.
This free agile roadmap template for Excel is a visible planning software that outlines the strategic route of an agile undertaking over time. It helps groups and stakeholders align on targets, priorities and timelines whereas remaining versatile to accommodate change. In contrast to conventional roadmaps that set inflexible deadlines, an agile roadmap is dynamic and adaptable, usually organized by themes, epics or options reasonably than mounted dates.
This agile template features a checklist of duties, their begin and finish dates in addition to the deliberate period for every. As soon as that information has been added to the spreadsheet on the left-hand facet of the template, the right-hand timeline is routinely populated with a bar chart visualizing these duties. It affords a transparent overview of what’s deliberate, what’s in progress and what has been delivered, making it an important communication software between product managers, improvement groups and executives. Agile roadmap templates are particularly helpful for balancing long-term imaginative and prescient with short-term execution, serving to groups keep targeted whereas sustaining agility.
When you’ve already opened the agile dash plan template in ProjectManager you’re conscious of the distinction between a static Excel doc and dynamic undertaking administration software program. When you haven’t, you then actually ought to give our roadmap a strive. It goes past an agile template to schedule duties, sources and prices, hyperlinks all 4 kinds of job dependencies, filters for the crucial path and may set a baseline to trace progress in actual time. Our software program is extra customizable than templates. Customers can add columns or simply open the roadmap within the sheet view, which removes the timeline. Get began with ProjectManager immediately totally free.
Use this free kanban board template for Excel to assist groups handle workflow, duties and undertaking progress in a transparent, organized method. This agile template is split into columns, which might be personalized to suit one’s course of. Historically, these columns are titled: to do, in progress and executed. The kanban board affords a versatile view of job standing and workload distribution. A kanban template simplifies the setup course of by offering a ready-to-use construction that groups can rapidly populate with duties, labels, deadlines and assignees. These templates assist standardize processes, making certain consistency throughout tasks whereas decreasing the time wanted to prepare and visualize group actions.
Utilizing an agile template improves undertaking transparency and enhances group collaboration by providing visibility into what everyone seems to be engaged on. Workforce members can transfer job playing cards throughout columns as work progresses, which inspires accountability and helps determine bottlenecks or delays early on. The visible nature of kanban additionally helps agile and lean methodologies by enabling groups to restrict work in progress (WIP), give attention to steady supply and optimize effectivity. Kanban templates can adapt to just about any business or group workflow, making them an important software for contemporary undertaking and job administration.
Obtain this free Gantt chart for Excel for example a undertaking schedule over time. It makes use of horizontal bars to symbolize duties, with the place and size of every bar reflecting the duty’s begin date, period and finish date. Duties are usually organized alongside the vertical axis, whereas the timeline runs alongside the horizontal axis. This structure helps groups see what work is scheduled, what duties depend upon others and the way sources are allotted. Initially designed for conventional, waterfall-style undertaking administration, Gantt charts have developed into versatile, dynamic instruments utilized in varied methodologies, together with agile. That is an agile template that’s particularly helpful when working with cross-functional groups, a few of whom could be working in a extra conventional methodology.
Whereas agile emphasizes flexibility and iterative improvement, Gantt charts might be tailored to agile workflows to offer structured visibility with out undermining agility. For instance, in an agile dash, a Gantt chart can map out dash targets, person tales and duties inside a two-week interval. It might probably additionally assist monitor a number of sprints over a launch cycle or visualize epics and options throughout a product roadmap. Groups can regulate timelines in actual time to mirror modifications in backlog prioritization or dash planning. By combining agile’s flexibility with the scheduling energy of Gantt charts, groups profit from a hybrid method that enhances coordination, transparency and well timed supply, particularly in bigger or cross-functional tasks.
Use this free product backlog template for Excel to seize, manage and prioritize all of the work objects, options, enhancements, bug fixes and technical duties that must be addressed in a product improvement course of. In agile methodologies, notably scrum, the product backlog serves as the one supply of fact for the group’s work and is maintained by the product proprietor. This agile template contains fields such because the merchandise title, description, precedence, standing, dash task and acceptance standards. Through the use of a standardized template, groups can guarantee readability, consistency and alignment on what must be constructed and why, serving to keep away from confusion and scope creep throughout iterations.
As an agile template, the product backlog performs a central function in facilitating iterative planning and steady supply. It gives a dynamic checklist of person tales and necessities that evolve because the undertaking progresses and as buyer wants change. Throughout dash planning conferences, agile groups pull objects from the highest of the backlog—these of highest precedence and readiness—and break them into manageable duties for the upcoming dash. This workflow permits for flexibility and responsiveness to suggestions, whereas the template construction retains the method organized and clear. A well-maintained product backlog template helps the group give attention to delivering worth every dash and serves as a communication bridge between stakeholders and the event group.
Use this free take a look at plan template for Excel to stipulate the technique, sources, scope, schedule and particular duties required for testing a software program product or system. It contains sections equivalent to the target of the take a look at, take a look at objects, options to be examined, testing duties, duties, sources, setting setup, schedule, danger identification and standards for take a look at success or failure. This agile template serves as a complete information for QA groups to comply with and helps align the testing course of with enterprise and technical necessities. Through the use of a standardized template, organizations guarantee consistency, repeatability and thorough documentation throughout all testing actions, decreasing the possibilities of errors and oversights.
The take a look at plan performs a key function in supporting steady integration and supply, which makes it an excellent agile template. In contrast to conventional take a look at plans which are static and created solely as soon as, an agile take a look at plan is dynamic, evolving all through the event lifecycle. It integrates with iterative cycles and is ceaselessly up to date to mirror the altering scope and priorities of the undertaking. Agile take a look at plan templates are sometimes light-weight and give attention to defining what must be examined in every dash, how automated and guide testing can be dealt with and the way acceptance standards can be validated. These templates guarantee testing is embedded throughout the improvement course of reasonably than handled as a separate section, selling collaboration between builders, testers and product house owners to ship higher-quality software program extra effectively.
This free job tracker dashboard template for Excel is used to observe and handle duties throughout groups and workflows. It gives a centralized view of all ongoing, pending and accomplished duties, permitting undertaking managers and group members to evaluate progress, determine bottlenecks and guarantee accountability. This agile template job tracker dashboard contains elements equivalent to job lists, assignee names, due dates, precedence ranges and standing indicators (e.g., not began, in progress, accomplished). These dashboards allow groups to remain aligned on targets and deadlines.
In agile environments, a job tracker dashboard template works as an agile template by supporting transparency, responsiveness and steady enchancment. Agile groups depend on visible boards to maintain monitor of the person tales, duties and bugs that populate every dash. The dashboard turns into an evolving map of the group’s workflow, making it simpler to conduct day by day standups, plan sprints and overview progress throughout retrospectives. The dashboard empowers group members to self-manage their work, flag points early and adapt rapidly to altering priorities—all key tenets of agile undertaking administration.
Obtain this free price range dashboard template for Excel to offer a transparent, real-time overview of a undertaking’s or group’s price range efficiency. It consolidates key monetary information into an easy-to-read structure, that includes graphs, charts and tables that show budgeted versus precise expenditures, spending by class, price tendencies over time and remaining balances. This agile template permits stakeholders to trace monetary well being at a look. Customers can monitor revenue, bills, variances and monetary KPIs, bettering oversight and supporting well timed decision-making.
As an agile template, a price range dashboard is very useful for Agile groups and product house owners who should repeatedly consider price effectivity all through undertaking iterations. Agile tasks contain frequent modifications in scope and useful resource allocation, and a price range dashboard helps groups keep financially agile by monitoring how spending aligns with dash targets and general product worth. This visibility permits for higher forecasting, faster changes to funding wants, and data-driven prioritization of options or epics. As a result of agile emphasizes adaptive planning and steady supply, a well-maintained price range dashboard ensures monetary management with out slowing down improvement, holding groups accountable and targeted on delivering worth inside monetary constraints.
How ProjectManager Takes Agile Templates Additional
Agile is an iterative method that calls for flexibility, which is alien to static paperwork like templates. Far more acceptable can be to improve to undertaking administration software program. ProjectManager is award-winning undertaking and portfolio administration software program that provides an all-in-one dynamic platform that integrates agile instruments with broader undertaking administration capabilities. There are kanban boards which are the workhorse of any agile undertaking, but additionally Gantt charts, job, checklist and calendar views that enable cross-functional groups to work collectively in actual time. In contrast to templates, our software program gives real-time updates, collaboration instruments, automated workflows with job approvals and different instruments to offer customers the flexibleness to adapt their workflow as tasks evolve with no need to modify instruments.
Keep Environment friendly, Balanced and Adaptive With Useful resource Administration Options
Agile emphasizes flexibility, fast iterations and steady enchancment, all of which require clear visibility into group capability and useful resource allocation. Our software program gives real-time workload charts to see allocation and stability workload to maintain groups productives, and availability monitoring, permitting scrum masters, product house owners and group leads to make sure that nobody is overburdened and that duties are evenly distributed throughout the group. A group web page provides customers a abstract of the group’s actions, which might be filtered by progress or precedence, and duties up to date with out leaving the web page.
Get Transparency, Accountability and Steady Enchancment With Actual-Time Mission Dashboards and Reviews
With real-time monitoring options like dashboards for tasks or portfolios, progress bars and detailed stories, groups can immediately see how work is progressing throughout sprints, backlogs and iterations. This visibility helps day by day standups, dash opinions and retrospectives by offering clear, up-to-date metrics on accomplished duties, remaining workload and group efficiency. Dashboards and stories assist determine blockers, missed deadlines or scope creep early, permitting groups to adapt rapidly. ProjectManager additionally integrates with kanban boards, Gantt charts and job lists, giving agile groups flexibility in how they view and monitor work.
Associated Agile Mission Administration Content material
There’s rather more to agile undertaking administration than agile templates. For readers who wish to discover the subject additional, under are hyperlinks to some articles we’ve revealed to our weblog.
ProjectManager is on-line undertaking and portfolio administration software program that connects groups, whether or not they’re within the workplace or out within the discipline. They’ll share information, remark on the job degree and keep updated with e-mail and in-app notifications. Be a part of groups at Avis, Nestle and Siemens who’re utilizing our software program to ship profitable tasks. Get began with ProjectManager immediately totally free.
