Agile venture administration has turn out to be a cornerstone for groups aiming to ship worth rapidly and adapt to altering necessities. With its iterative strategy and concentrate on collaboration, agile helps streamline workflows, foster transparency and prioritize buyer wants. Nonetheless, implementing agile successfully requires the fitting 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 resembling 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 device that helps groups manage, prioritize and observe work gadgets 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 absolutely customizable so customers can title columns as they please, resembling “backlog,” “to do,” “in progress,” “evaluation” and “accomplished,” every representing a stage within the workflow.
This visible format allows groups to map out consumer tales, duties or options, and transfer them throughout columns as work progresses. The dash plan template ensures readability on what must be accomplished, who’s accountable and the way work is flowing by way of the system. It additionally helps groups restrict work-in-progress (WIP), establish bottlenecks and keep concentrate on delivering worth constantly. 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 device that outlines the strategic course of an agile venture 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 slightly than mounted dates.
This agile template features a record 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 aspect of the template, the right-hand timeline is mechanically populated with a bar chart visualizing these duties. It presents a transparent overview of what’s deliberate, what’s in progress and what has been delivered, making it a necessary communication device 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 centered whereas sustaining agility.
In case you’ve already opened the agile dash plan template in ProjectManager you’re conscious of the distinction between a static Excel doc and dynamic venture administration software program. In case you haven’t, you then actually ought to give our roadmap a attempt. It goes past an agile template to schedule duties, assets and prices, hyperlinks all 4 varieties of process dependencies, filters for the important path and might 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 in the present day totally free.
Use this free kanban board template for Excel to assist groups handle workflow, duties and venture progress in a transparent, organized means. This agile template is split into columns, which might be custom-made to suit one’s course of. Historically, these columns are titled: to do, in progress and accomplished. The kanban board presents a versatile view of process 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, guaranteeing consistency throughout initiatives whereas decreasing the time wanted to arrange and visualize workforce actions.
Utilizing an agile template improves venture transparency and enhances workforce collaboration by providing visibility into what everyone seems to be engaged on. Group members can transfer process playing cards throughout columns as work progresses, which inspires accountability and helps establish 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), concentrate on steady supply and optimize effectivity. Kanban templates can adapt to just about any business or workforce workflow, making them a necessary device for contemporary venture and process administration.
Obtain this free Gantt chart for Excel for example a venture schedule over time. It makes use of horizontal bars to signify 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 format helps groups see what work is scheduled, what duties depend upon others and the way assets are allotted. Initially designed for conventional, waterfall-style venture administration, Gantt charts have advanced into versatile, dynamic instruments utilized in numerous methodologies, together with agile. That is an agile template that’s particularly helpful when working with cross-functional groups, a few of whom is likely to 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, consumer tales and duties inside a two-week interval. It will possibly additionally assist observe a number of sprints over a launch cycle or visualize epics and options throughout a product roadmap. Groups can modify timelines in actual time to mirror adjustments in backlog prioritization or dash planning. By combining agile’s flexibility with the scheduling energy of Gantt charts, groups profit from a hybrid strategy that enhances coordination, transparency and well timed supply, particularly in bigger or cross-functional initiatives.
Use this free product backlog template for Excel to seize, manage and prioritize all of the work gadgets, options, enhancements, bug fixes and technical duties that must be addressed in a product improvement course of. In agile methodologies, significantly scrum, the product backlog serves as the one supply of fact for the workforce’s work and is maintained by the product proprietor. This agile template consists of fields such because the merchandise title, description, precedence, standing, dash task and acceptance standards. By utilizing 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 position in facilitating iterative planning and steady supply. It offers a dynamic record of consumer tales and necessities that evolve because the venture progresses and as buyer wants change. Throughout dash planning conferences, agile groups pull gadgets 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 workforce concentrate on delivering worth every dash and serves as a communication bridge between stakeholders and the event workforce.
Use this free take a look at plan template for Excel to stipulate the technique, assets, scope, schedule and particular duties required for testing a software program product or system. It consists of sections resembling the target of the take a look at, take a look at gadgets, options to be examined, testing duties, duties, assets, surroundings setup, schedule, threat identification and standards for take a look at success or failure. This agile template serves as a complete information for QA groups to observe and helps align the testing course of with enterprise and technical necessities. By utilizing 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 position in supporting steady integration and supply, which makes it a great agile template. In contrast to conventional take a look at plans which might be 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 incessantly up to date to mirror the altering scope and priorities of the venture. Agile take a look at plan templates are sometimes light-weight and concentrate on defining what must be examined in every dash, how automated and handbook testing might be dealt with and the way acceptance standards might be validated. These templates guarantee testing is embedded throughout the improvement course of slightly 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 process tracker dashboard template for Excel is used to observe and handle duties throughout groups and workflows. It offers a centralized view of all ongoing, pending and accomplished duties, permitting venture managers and workforce members to evaluate progress, establish bottlenecks and guarantee accountability. This agile template process tracker dashboard consists of elements resembling process 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 process tracker dashboard template works as an agile template by supporting transparency, responsiveness and steady enchancment. Agile groups depend on visible boards to maintain observe of the consumer tales, duties and bugs that populate every dash. The dashboard turns into an evolving map of the workforce’s workflow, making it simpler to conduct day by day standups, plan sprints and evaluation progress throughout retrospectives. The dashboard empowers workforce members to self-manage their work, flag points early and adapt rapidly to altering priorities—all key tenets of agile venture administration.
Obtain this free funds dashboard template for Excel to offer a transparent, real-time overview of a venture’s or group’s funds efficiency. It consolidates key monetary information into an easy-to-read format, that includes graphs, charts and tables that show budgeted versus precise expenditures, spending by class, value traits over time and remaining balances. This agile template permits stakeholders to trace monetary well being at a look. Customers can monitor earnings, bills, variances and monetary KPIs, enhancing oversight and supporting well timed decision-making.
As an agile template, a funds dashboard is particularly priceless for Agile groups and product house owners who should constantly consider value effectivity all through venture iterations. Agile initiatives contain frequent adjustments in scope and useful resource allocation, and a funds 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 funds dashboard ensures monetary management with out slowing down improvement, preserving groups accountable and centered on delivering worth inside monetary constraints.
How ProjectManager Takes Agile Templates Additional
Agile is an iterative strategy that calls for flexibility, which is alien to static paperwork like templates. Way more applicable could be to improve to venture administration software program. ProjectManager is award-winning venture and portfolio administration software program that provides an all-in-one dynamic platform that integrates agile instruments with broader venture administration capabilities. There are kanban boards which might be the workhorse of any agile venture, but in addition Gantt charts, process, record and calendar views that permit cross-functional groups to work collectively in actual time. In contrast to templates, our software program offers real-time updates, collaboration instruments, automated workflows with process approvals and different instruments to offer customers the flexibleness to adapt their workflow as initiatives evolve while not having to change 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 workforce capability and useful resource allocation. Our software program offers real-time workload charts to see allocation and stability workload to maintain groups productives, and availability monitoring, permitting scrum masters, product house owners and workforce leads to make sure that nobody is overburdened and that duties are evenly distributed throughout the workforce. A workforce web page offers customers a abstract of the workforce’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 initiatives or portfolios, progress bars and detailed experiences, 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 workforce efficiency. Dashboards and experiences assist establish blockers, missed deadlines or scope creep early, permitting groups to adapt rapidly. ProjectManager additionally integrates with kanban boards, Gantt charts and process lists, giving agile groups flexibility in how they view and monitor work.
Associated Agile Mission Administration Content material
There’s way more to agile venture administration than agile templates. For readers who need to discover the subject additional, beneath are hyperlinks to some articles we’ve printed to our weblog.
ProjectManager is on-line venture and portfolio administration software program that connects groups, whether or not they’re within the workplace or out within the discipline. They will share recordsdata, remark on the process 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 initiatives. Get began with ProjectManager in the present day totally free.