Project Plan

Lay out the specifics of the sales team’s project to

make sure that everyone is on the same page

Overview
Project Name: Write here Target Date:  Jun 3, 2030 

Names Role

Mention fellow Canva users. Just @ them Primary Stakeholders / Approvers

directly on the document.

@name Team Lead / Approver

@name Team Members

@name Specify a role

@name Add another role

The Primary Objective

 Objective Success Metrics

Explain the sales objective of
the team. What's the main
problem or need that's being
addressed? What's the scope
of the project?
Include a measurable outcome that will indicate when the
objective has been reached.
Add another metric

Add another metric

Timeline and Tasks

The Roadmap
 Month 1 Month 2 Month 3 Month 4

Phase 1 What goes on at

this stage?
Provide further
details here
What goes on at this stage?

What goes on at
this stage?

Phase 2

Provide further
details here

Phase 3

Provide further
details here

To-Do List
Point Person Task Status Deadline

Done
Explain what needs to be
Ongoing  Jan 22, 2030 
done
Paused

@name

Done
Make sure to include
Ongoing  Jan 22, 2030 
important details
Paused

@name

Done
Add more rows as
Ongoing  Feb 4, 2030 
needed
Paused

@name

Notes
Provide links to relevant resources
Write down questions and decisions
Add reminders for everyone
Enumerate miscellaneous information