{"id":41508,"date":"2023-09-06T13:56:27","date_gmt":"2023-09-06T18:56:27","guid":{"rendered":"https:\/\/www.projectmanager.com\/?p=41508"},"modified":"2026-06-12T15:49:58","modified_gmt":"2026-06-12T20:49:58","slug":"how-to-successfully-execute-a-plan","status":"publish","type":"post","link":"https:\/\/www.projectmanager.com\/training\/how-to-successfully-execute-a-plan","title":{"rendered":"How to Execute a Plan Successfully (Tools &#038; Templates Included)"},"content":{"rendered":"<p>Planning is everything. Without a plan you\u2019re working in the dark. But the plan is only the beginning. The real work begins when executing that plan. Learn how to execute a plan to deliver a successful project.<\/p>\n<h2>How to Execute a Plan in 8 Steps<\/h2>\n<p>Once you\u2019ve put the time and effort into creating the plan, you need to execute it. That means doing the tasks in such a way that you don\u2019t spend over your budget and miss your deadline. Follow these eight steps to ensure a successfully executed project.<\/p>\n<div class=\"template-download-holder\">\n\t<div class=\"template-download-image-holder\">\n\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"900\" src=\"\/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image.png\" class=\"attachment-large size-large\" alt=\"Action Plan Template Excel Image\" srcset=\"\/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image.png 1600w, \/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image-600x338.png 600w, \/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image-300x169.png 300w, \/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image-768x432.png 768w, \/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image-1536x864.png 1536w, \/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image-450x253.png 450w, \/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image-384x216.png 384w, \/wp-content\/uploads\/2023\/10\/Action-Plan-Template-Excel-image-800x451.png 800w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/>\t<\/div><p class=\"intro\">Get your free<\/p>\n<h3>Action Plan Template<\/h3>\n<p class=\"subtitle\">\n\tUse this free Action Plan Template  for Excel to manage your projects better.<\/p>\n\t\t<button type=\"button\" data-file-id=\"68169\" data-categoryname=\"In blog post\" class=\"button green template-lightbox-trigger-68169\">Download Excel File<\/button>\n\t<\/div> \n\n<p>&nbsp;<\/p>\n<h3>1. Identify the Goals &amp; Objectives of Your Plan<\/h3>\n<p>You\u2019ve already identified the goals and objectives of the project and created a <a href=\"\/guides\/project-planning\">project plan<\/a> to achieve them. Now that you\u2019re executing that plan, always keep those goals and objectives in mind and make sure the project is working towards reaching them.<\/p>\n<h3>2. Map Out Tasks On a Timeline<\/h3>\n<p>To make sure that all the tasks are completed by the deadline, you\u2019ve organized them by priority and have mapped them on a <a href=\"https:\/\/www.projectmanager.com\/guides\/project-timeline\">timeline<\/a>. As you execute the project, refer back to that timeline to make sure that the tasks are completed in a timely manner.<\/p>\n<h3>3. Assemble a Team<\/h3>\n<p>The plan can\u2019t be executed without a team. They are your most valuable resource. Choose your team wisely. They should have the skills and experience necessary to complete the <a href=\"https:\/\/www.projectmanager.com\/blog\/project-definition\">project<\/a> and jell as a team to work collaboratively.<\/p>\n<h3>4. Assign Tasks to Team Members<\/h3>\n<p>Once you have the team, assign them tasks according to their abilities. Make sure you give them direction, but also ownership of the work. Be available to answer any questions and get feedback from them.<\/p>\n<h3>5. Track Your Team\u2019s Progress<\/h3>\n<p>As the team works on their tasks, you\u2019ll want to keep track of their progress and performance. If you see them falling behind it might be necessary to <a href=\"https:\/\/www.projectmanager.com\/blog\/resource-allocation\">reallocate resources<\/a> to get the project back on track.<\/p>\n<h3>6. Control Costs &amp; Risks<\/h3>\n<p>Also, monitor how much money the project is spending. You\u2019ll need to control those costs to keep them aligned with the <a href=\"https:\/\/www.projectmanager.com\/training\/create-and-manage-project-budget\">budget<\/a>. You should have identified risks when planning. Now you want to keep an eye out for any issues that arise and quickly resolve them.<\/p>\n<h3>7. Communicate with Your Team<\/h3>\n<p>Stay in communication with your team. They will have questions about tasks and can provide feedback from the front lines of the project. The more open communication is in both directions, the better for the health of the project.<\/p>\n<h3>8. Measure the Success of Your Execution<\/h3>\n<p>Use key performance indicators (KPIs) to <a href=\"https:\/\/www.projectmanager.com\/guides\/project-tracker\">track your project<\/a>. They are also helpful as success criteria.<\/p>\n<h2>Tips to Execute a Plan<\/h2>\n<p>The planning phase is the backbone that holds up any project. Jennifer Bridges, PMP, shows you how to take your <a href=\"\/guides\/project-planning\">project plan<\/a> and execute it right.<\/p>\n<figure class=\"video-container\"><iframe loading=\"lazy\" title=\"How to Successfully Execute a Plan\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/802yQd8TNf8?start=10&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/figure>\n<p>Thanks for watching!<\/p>\n<h2>Action Plan Template<\/h2>\n<p>This action plan template helps you gather all the details that you and your team will need to know to successfully execute a plan, such as its action steps, phases, resources and timeline.<br \/>\n<a href=\"https:\/\/www.projectmanager.com\/templates\/action-plan-template\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61345 size-large\" src=\"\/wp-content\/uploads\/2021\/04\/Action-Plan-Screenshot-1600x519.jpg\" alt=\"action plan template\" width=\"1600\" height=\"519\" srcset=\"\/wp-content\/uploads\/2021\/04\/Action-Plan-Screenshot-1600x519.jpg 1600w, \/wp-content\/uploads\/2021\/04\/Action-Plan-Screenshot-600x195.jpg 600w, \/wp-content\/uploads\/2021\/04\/Action-Plan-Screenshot-300x97.jpg 300w, \/wp-content\/uploads\/2021\/04\/Action-Plan-Screenshot-768x249.jpg 768w, \/wp-content\/uploads\/2021\/04\/Action-Plan-Screenshot-1536x498.jpg 1536w, \/wp-content\/uploads\/2021\/04\/Action-Plan-Screenshot-450x146.jpg 450w, \/wp-content\/uploads\/2021\/04\/Action-Plan-Screenshot.jpg 1838w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/a><\/p>\n<h2>What Tools Can You Use to Execute a Plan?<\/h2>\n<p>Project management tools are ideal to track the execution of any type of plan. Let\u2019s see how project management tools that can help you stay on track.<\/p>\n<h3>Gantt Charts<\/h3>\n<p>The <a href=\"\/guides\/gantt-chart\">Gantt chart<\/a> is a scheduling tool that has a spreadsheet on the left and a timeline on the right where you can see the entire project, including dependencies, milestones and more. You can track progress on the Gantt chart, but there will undoubtedly be changes to the project plan.<\/p>\n<p>A digital Gantt chart, like the one in ProjectManager\u2019s software, makes adjusting the scheduling easy. Just drag and drop the task to the new start date or deadline. All the other tasks are adjusted automatically.<\/p>\n<a href=\"\/software\/gantt-chart\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-66428 size-full\" src=\"\/wp-content\/uploads\/2023\/03\/Gantt_Construction_Wide_Zoom-150-1.webp\" alt=\"Gantt charts are the perfect tool to track plan execution\" width=\"1568\" height=\"817\" srcset=\"\/wp-content\/uploads\/2023\/03\/Gantt_Construction_Wide_Zoom-150-1.webp 1568w, \/wp-content\/uploads\/2023\/03\/Gantt_Construction_Wide_Zoom-150-1-600x313.webp 600w, \/wp-content\/uploads\/2023\/03\/Gantt_Construction_Wide_Zoom-150-1-300x156.webp 300w, \/wp-content\/uploads\/2023\/03\/Gantt_Construction_Wide_Zoom-150-1-768x400.webp 768w, \/wp-content\/uploads\/2023\/03\/Gantt_Construction_Wide_Zoom-150-1-1536x800.webp 1536w, \/wp-content\/uploads\/2023\/03\/Gantt_Construction_Wide_Zoom-150-1-450x234.webp 450w\" sizes=\"auto, (max-width: 1568px) 100vw, 1568px\" \/><\/a>\n<h3>Project Dashboards<\/h3>\n<p>The monitoring and controlling phase of a project occurs simultaneously with the execution of the project. Using a project dashboard provides a high-level view of the project whenever you want. Unlike light-weight competitors, <a href=\"\/\">ProjectManager<\/a> has real-time dashboards that don\u2019t require time-consuming set up. You can use it right away to monitor time, cost, workload and more.<\/p>\n<a href=\"\/software\/dashboard\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-62654 size-full\" src=\"\/wp-content\/uploads\/2022\/05\/Dashboard_Construction_Wide_Zoom-150.webp\" alt=\"dashboard showing project metrics in real-time\" width=\"1568\" height=\"816\" srcset=\"\/wp-content\/uploads\/2022\/05\/Dashboard_Construction_Wide_Zoom-150.webp 1568w, \/wp-content\/uploads\/2022\/05\/Dashboard_Construction_Wide_Zoom-150-600x312.webp 600w, \/wp-content\/uploads\/2022\/05\/Dashboard_Construction_Wide_Zoom-150-300x156.webp 300w, \/wp-content\/uploads\/2022\/05\/Dashboard_Construction_Wide_Zoom-150-768x400.webp 768w, \/wp-content\/uploads\/2022\/05\/Dashboard_Construction_Wide_Zoom-150-1536x799.webp 1536w, \/wp-content\/uploads\/2022\/05\/Dashboard_Construction_Wide_Zoom-150-450x234.webp 450w\" sizes=\"auto, (max-width: 1568px) 100vw, 1568px\" \/><\/a>\n<h3>Kanban Boards<\/h3>\n<p>Gantt charts usually have more information that a project team needs when executing its tasks. <a href=\"https:\/\/www.projectmanager.com\/blog\/what-is-a-kanban-board\">Kanban boards<\/a> are a great tool for teams in that they allow them to manage their backlog and collaborate when planning sprints. The visual workflow of the kanban board is also great for managers who get an overview of the production cycle and can identify and remove bottlenecks before they cause problems.<\/p>\n<a href=\"\/software\/kanban\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-64939 size-full\" src=\"\/wp-content\/uploads\/2022\/11\/Kanban_Marketing_Wide_Zoom-150_Moving-task-to-different-status.jpg\" alt=\"\" width=\"1568\" height=\"817\" srcset=\"\/wp-content\/uploads\/2022\/11\/Kanban_Marketing_Wide_Zoom-150_Moving-task-to-different-status.jpg 1568w, \/wp-content\/uploads\/2022\/11\/Kanban_Marketing_Wide_Zoom-150_Moving-task-to-different-status-600x313.jpg 600w, \/wp-content\/uploads\/2022\/11\/Kanban_Marketing_Wide_Zoom-150_Moving-task-to-different-status-300x156.jpg 300w, \/wp-content\/uploads\/2022\/11\/Kanban_Marketing_Wide_Zoom-150_Moving-task-to-different-status-768x400.jpg 768w, \/wp-content\/uploads\/2022\/11\/Kanban_Marketing_Wide_Zoom-150_Moving-task-to-different-status-1536x800.jpg 1536w, \/wp-content\/uploads\/2022\/11\/Kanban_Marketing_Wide_Zoom-150_Moving-task-to-different-status-450x234.jpg 450w\" sizes=\"auto, (max-width: 1568px) 100vw, 1568px\" \/><\/a>\n<h2>Free Planning Templates<\/h2>\n<p>ProjectManager has all the tools listed above and more, but if you\u2019re not ready to upgrade yet we also offer dozens of free <a href=\"\/pm-templates\">project management templates<\/a> for Excel and Work for all phases of a project that you can download right now. Here are a few that can help when executing your project.<\/p>\n<h3><a href=\"https:\/\/www.projectmanager.com\/templates\/action-plan-template\">Action Plan Template<\/a><\/h3>\n<p>Our free action plan template for Excel can be used to plan and execute projects. It breaks the project down into phases, tasks, assignees and more. You can even track time and costs.<\/p>\n<h3><a href=\"https:\/\/www.projectmanager.com\/templates\/to-do-list-template\">To-Do List Template<\/a><\/h3>\n<p>If your project isn\u2019t that complex or if team members want to manage their tasks, our free to-do list template for Excel is a great help. Not only does it list your tasks, including start and end dates, but you can see the percentage complete to ensure you\u2019re staying on schedule.<\/p>\n<h3><a href=\"https:\/\/www.projectmanager.com\/templates\/raci-matrix-template\">RACI Matrix Template<\/a><\/h3>\n<p>To successfully execute a project you need to identify and assign the roles and responsibilities of the team. Our free RACI matrix template for Excel helps you do this by indicating who is responsible, accountable, consulted and informed.<\/p>\n<p>So as you can see there&#8217;s so much more than just executing the plan. So if you need a tool that can help you execute your plan successfully, then sign up for our software now at <a href=\"\/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">ProjectManager<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Planning is everything. Without a plan you\u2019re working in the dark. But the plan is only the beginning. The real&#8230;<br \/><a class=\"excerpt-read-more button blue\" href=\"https:\/\/www.projectmanager.com\/training\/how-to-successfully-execute-a-plan\">Watch<\/a><\/p>\n","protected":false},"author":24,"featured_media":41511,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_meta-robots-noindex":0,"_yoast_wpseo_canonical":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","head_code_insert":"\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"Person\",\n  \"name\": \"Jennifer Bridges\",\n  \"url\": \"https:\/\/www.projectmanager.com\/author\/jenniferbridges\",\n  \"jobTitle\": \"Project Management Professional (PMP)\",\n  \"description\": \"Jennifer Bridges is a consultant, speaker, trainer, author and Founder of PDUs2Go.com, a global mobile learning firm specializing in team and leadership development for Project Managers. She is a PMI-certified PMP with nearly twenty years of experience managing individuals, teams and multimillion-dollar projects.\",\n  \"sameAs\": [\"https:\/\/www.linkedin.com\/in\/jenniferbridgesalabama\", \"https:\/\/www.pdus2go.com\"]\n}\n<\/script>","footnotes":""},"categories":[193,133],"tags":[],"class_list":["post-41508","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management","category-training"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Execute a Plan Successfully (Tools &amp; Templates Included)<\/title>\n<meta name=\"description\" content=\"Planning is the backbone that holds up any project. 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