8 Project Plan Templates to Skip Setup and Kickstart your Agencies Workflow

Managing agency projects can quickly become overwhelming. Between handling multiple clients, coordinating diverse teams, and meeting tight deadlines, it’s easy for tasks to slip through the cracks. What you need is a clear, streamlined way to align your team, track deliverables, and maintain communication with clients. That’s where Jensi comes in.

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With Jensi’s 8 in-built project plan templates, you can skip the setup and get straight to managing your projects. From campaign planning to client requests, these templates are designed to solve the pain points agency managers face daily: miscommunication, missed deadlines, and disorganised workflows.

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Jensi’s templates help you centralise and streamline project processes so that you can focus on what really matters—delivering top-quality work on time.

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Elements of a Successful Project Plan:

• Goals & KPIs: Clearly define objectives using Jensi’s Goal feature for measurable success.
• Roles & Responsibilities: Track progress, assign tasks, and ensure clarity in team communication.
• Milestones & Deliverables: Align tasks with deadlines and milestones for on-target execution.
• Resources: Store assets securely, with custom access controls and client feedback features.
• Scope: Collaboratively define project objectives and best practices.
• Communication Plan: Automate feedback and segment communication for efficient collaboration.

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Discover How to Master Project Management with Jensi →

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How Jensi Simplifies Project Processes

Jensi’s platform is built specifically for agencies. Whether you’re handling creative requests, managing marketing campaigns, or coordinating client events, Jensi’s templates are designed to help you organise and execute projects more efficiently. Customise these templates to fit your workflow and get your team on track quickly.

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1. Custom Task Management

• Categorisation: Organise tasks with custom categories and tags for easy tracking.
• Role Assignments: Assign clear responsibilities to team members and monitor progress.
• Advanced Scheduling: Set priorities, deadlines, and time estimates to optimise workflow.

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2. Integrated Project Features

• Custom Workflows: Tailor each project to meet your team’s specific needs.
• Goals & KPIs: Keep tasks aligned with measurable objectives to track progress.
• File & Asset Management: Securely store and manage all project files and deliverables.
• Client & Team Comments: Centralise communication, ensuring smooth collaboration across teams and clients.

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Learn Why Centralised Platforms Are a Game-Changer for Project Oversight →

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8 Free Project Planning Templates on Jensi

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With Jensi’s pre-built templates, there’s no need to start from scratch. Jumpstart your projects with frameworks that ensure consistency, save time, and focus on delivering results.

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1. Campaign Calendar

Long-term campaigns require tight coordination between tasks, deadlines, and teams. The Campaign Calendar template centralises everything, ensuring clear phases, role assignments, and deadlines for seamless execution.

Features:

• Organise tasks into phases like planning, production, launch, and retention.
• Assign roles, set deadlines, and track budgets.
• Use Calendar View to avoid scheduling conflicts and maintain oversight.

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2. Creative Request Tracker

Instead of wasting time sifting through endless email threads or Slack messages, the Creative Request Tracker template helps you streamline every request. Ensure nothing is left unanswered, allowing you to focus on delivering quality work without missing any deadlines.

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Features:

• Track requests by status, type, or priority.
• Custom workflows to meet your client’s specific needs.
• Automate feedback collection with Jensi Forms.

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3. Content Backlog

Creative teams juggle multiple clients, causing content ideas to pile up without clear ownership or priority. The Content Backlog lets you capture, track, and prioritise ideas by status, ensuring no potential campaign is lost.

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Features:

• Organise ideas by status (e.g., ideation, review, publication).
• Prioritise with custom tags to focus on high-impact content.
• Sync seamlessly with your Editorial Calendar for easy planning.

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4. Event Planning

Event planning is overwhelming—timelines, budgets, and client expectations pile up fast. The Event Planning template keeps everything in one place, so you stay organised and on track.

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Features:

• Organise tasks, timelines, and budgets effortlessly.
• Use Calendar View to keep everything on track in real-time.
• Automate RSVPs and feedback surveys to save time.

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5. Sprint Retrospective

When managing multiple clients, it’s easy to miss opportunities for improvement. The Sprint Retrospective template ensures your team can reflect on each sprint, learn from the past, and enhance future performance, keeping your agency agile and always improving.

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Features:

• Reflect on “What worked” and “What didn’t.”
• Assign corrective actions and set deadlines.
• Track goals and measure progress over time.

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6. Employee Onboarding

Onboarding can slow you down, especially with multiple clients and projects. The Employee Onboarding template streamlines the process with clear timelines, tasks, and essential resources.

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‍Features:

• Timelines for training and orientation tasks.
• Centralised storage for important documents and policies.
• Assign responsibilities across departments to streamline the process.

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7. Agile Daily Standup Tracker

Daily standups can get unfocused, especially with multiple projects and deadlines. The Daily Standup Tracker keeps them brief, on-topic, and goal-oriented.

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Features:

• Track progress, blockers, and daily goals.
• Link updates to larger project objectives for alignment.
• Set up automated reminders for consistent participation.

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8. Editorial Calendar

Managing content across multiple clients and formats can get chaotic, causing missed deadlines and disorganisation. The Editorial Calendar template streamlines production from ideation to publication, keeping everything on track.

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‍Features:

• Plan content by topic cluster and client for a cohesive strategy.
• Assign tasks with deadlines and approval checkpoints to ensure smooth execution.
• Use Calendar View to maintain a consistent publishing schedule and avoid overlaps.

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Start Faster with Pre-Built Templates. Skip the Setup and Get to Work.

Whether you’re handling marketing campaigns, executing events, or transitioning to Agile, Jensi’s templates eliminate the need to start your project plans from scratch.

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Jensi.io keeps your projects organised and on track. Our platform is designed for marketing agencies, offering seamless integration to centralise workflows, cut down on manual tasks, and boost collaboration between your teams and clients.

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Ready to make the switch? Sign up for a free trial today and see how Jensi can transform your agency.

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