Free HR Project Plan Templates

Download a Sample HR Project Plan Template for
Excel | Google Sheets

Download a Blank HR Project Plan Template for
Excel | Google Sheets

Use this visually dynamic HR project plan template to document every detail of your HR project plan. Within the template, you can list and manage tasks, assign them to HR personnel, set priorities and status for each, and track the percentage of task completion for the entire project. The template includes visualizations of your HR project data, including an Overall Task Status pie chart, a horizontal Budget bar chart, and a Pending Items vertical bar chart. This template is available as a blank document or with sample data, and both versions are completely customizable.

For more helpful HR templates and resources, see our article on top Excel templates for human resources.

Download an HR Onboarding Plan Checklist Template for 
Excel | Google Sheets

Use this all-encompassing HR onboarding plan checklist template to ensure that all new hires’ onboarding proceeds successfully and they’re happy they decided to accept your offer. The template includes columns for Preparatory, Orientation, and Integration onboarding tasks, under which you can list each to-do item to make every new hire’s transition to your company as seamless as possible. Use the Process Monitor / Mentor column to assign personnel for each stage in a new employee’s development so that they get up to speed in no time.

For additional project plan tips and resources in Excel format, see our article on top Excel project plan templates.

Download an HR Staffing Plan Template for
Excel | Google Sheets 

Proactively staff organizational initiatives with this comprehensive HR staffing plan template. Under the template’s Recruiting Source column, list your recruiting source (e.g., Online Recruiting, Vendor Agencies, Campus Recruiting, Job Fairs), and then itemize the recruiting plan’s budget, hire goal (i.e., number of desired candidates), funding, and status details. The template enables you to assign each staffing-plan item to a team member, and note any lessons learned that could help you with future staffing efforts. 

For more details on HR staffing and capacity planning, see our article on human resource planning and forecasts, which includes free templates.

Download an Employee Training Plan Template for
Excel | Google Sheets 

Use this employee training plan template to manage your employees’ career and skills development to ensure that everyone is maturing in their current role and benefitting the organization. Tailor the template to each employee’s skill level or pace, and use it to create training plans for employee development, so that team members increase their capabilities and continue to enrich your workplace.

Download an HR Project Action Plan Template for 
Excel | Microsoft Word | Google Docs  

Whether your HR plan of action is tactical, operational, or strategic, this HR project action plan enables you to state project goals, list required actions, assign each item to a team member, and set a due date for each action-plan item. Whether you need to create a performance improvement plan (PIP) with definitive steps that an employee must take, plan next year’s recruitment efforts, or create some other HR plan of action, this template ensures that all action items are completed and the project is a success. 

Check out this article for templates and resources for creating the perfect project plan in Microsoft Word.

Download an HR Strategic Plan Template for 
Excel | Microsoft Word | Google Sheets   

Keep your HR team members, sponsors, and other stakeholders apprised of your HR plans with this HR strategic planning template. Reiterate your HR mission statement and your company’s guiding principles, and then document the benefits of the HR strategy (mission, objectives, future implications, etc.), the state of employee relations, and the strategic plan’s strengths, weaknesses, opportunities, and threats (SWOT). This template helps ensure that any strategy you implement takes all factors into consideration and sets you up for success.

Download an HR Capacity Planning Template for 
Excel | Google Sheets | Smartsheet

Use this human resources capacity planning template to make sure that you properly allocate resources for a project or as a tool to ensure that you meet staffing requirements for a project to be successfully completed. Ensure timely project delivery by entering all individual task data, start and end dates, and hours required from each resource to complete the project. A pivot table provides a summary of your resource capacity planning data, so any team member or project sponsor can track resource and task status data at a glance.

Download an HR Work Breakdown Structure Template for 
Microsoft Word | Google Docs   

Keep your department apprised of your project plans and strategic developments with this HR work breakdown structure (WBS) template. The template provides a simple, hierarchical outline of the key tasks required for successful project completion. This easily shareable and presentation-friendly template is a great tool for HR teams looking for a simple structure and a visually compelling outline for their project’s planned activities.

Download an HR Transition Plan Template for 
Excel | Google Sheets   

Reduce the risk of “brain trust” lost when an employee transitions from one role to another or leaves the company with this HR transition plan template. The template is instrumental in ensuring that you successfully transfer knowledge and training from an employee who is leaving to their backfill. Set to-do tasks, assign sponsors or subject matter experts, and list helpful training the employee should undertake to succeed in their new role.

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