Free HR Project Plan Templates

By Kate Eby | September 22, 2022

We’ve rounded up the most comprehensive list of human resources project plan templates for HR managers, HR staffing coordinators, project managers, diversity officers, information specialists (HRISs), and recruiters. 

Included on this page, you'll find a sample HR project plan template, an HR project action plan template, an HR staffing plan template, an HR onboarding plan checklist template, and an HR employee training plan template, among others. You’ll also get tips on what to include in your HR project plan.

HR Project Plan Template 

Example HR Project Plan Template

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.

HR Onboarding Plan Checklist Template

HR Onboarding Plan Checklist Template

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.

HR Staffing Plan Template

HR Staffing Plan Template

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.

Employee Training Plan Template

Employee Training Plan Template

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.

HR Project Action Plan Template

HR Project Action Plan Template

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.

HR Strategic Plan Template

HR Strategic Plan Template

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.

HR Capacity Planning Template

HR Capacity Planning Template

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.

HR Work Breakdown Structure Template

HR Work Breakdown Structure Template

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.

HR Transition Plan Template

HR Transition Plan Template

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.

Get the Most Out of Human Resources Planning with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

 

 

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Try Smartsheet for Free Get a Free Smartsheet Demo