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

Managing long-term marketing campaigns requires tight coordination between deadlines, teams, and client deliverables. Minor tasks slipping through can disrupt the entire campaign. The Campaign Calendar template helps you visualise and manage campaigns, ensuring alignment with company goals.

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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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Why it Helps:
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.

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2. Creative Request Tracker

Managing a constant stream of client requests can quickly spiral into chaos, especially when requests vary in priority, type, and urgency. The Creative Request Tracker lets you centralise, prioritise, and track every request in one place, keeping your projects on schedule and your clients satisfied.

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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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Why It Helps:
Instead of wasting time sifting through endless email threads or Slack messages, this template helps you streamline every request and ensure nothing is left unanswered, allowing you to focus on delivering quality work without missing any deadlines.

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3. Content Backlog

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Creative teams are often juggling multiple clients, with content ideas piling up without clear ownership or prioritisation. The Content Backlog helps you capture and track every idea, organise it by status, and prioritise what needs attention now, so you never lose track of a potential campaign.

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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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Why It Helps:
With client demands shifting constantly, it’s easy to forget or overlook important content ideas. This template ensures you capture and revisit every idea while keeping your content creation pipeline fully organised and ready for future projects.

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4. Event Planning

From initial concept to final follow-up, event planning can quickly become overwhelming—especially when juggling timelines, budgets, and client expectations. The Event Planning template consolidates all your event details in one central location, making it easier to stay organised and meet deadlines.

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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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Why It Helps:
Events demand cross-team coordination and attention to detail. With this template, you’ll stay on top of each detail, minimise last-minute surprises, and ensure every aspect of the event is meticulously planned, so you can deliver flawless events to your clients every time.

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5. Sprint Retrospective

Agency teams are constantly evolving, and staying ahead requires a continuous loop of feedback and improvement. The Sprint Retrospective template makes it easy to reflect on team performance after every sprint, allowing you to identify pain points and implement improvements to optimise the next sprint.

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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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Why It Helps:
When managing multiple clients, it’s easy to miss opportunities for improvement. This 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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6. Employee Onboarding

Onboarding new team members can become a bottleneck, particularly when balancing multiple clients and projects. The Employee Onboarding template ensures that new hires quickly integrate into your team, providing clear timelines, tasks, and all the resources they need to get up to speed.

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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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‍Why It Helps:
With a growing team and a constantly shifting client base, effective onboarding can often be overlooked. This template ensures your new hires are fully integrated into your workflow, helping them become productive contributors without slowing down your team’s output.

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7. Agile Daily Standup Tracker

Daily standups can often become unfocused or inefficient, especially when managing multiple client projects with different deadlines and priorities. The Agile Daily Standup Tracker helps you streamline your standups, keeping them brief, on-topic, and aligned with project goals.

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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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Why It Helps:
Standups should be quick and effective, but without the right structure, they can easily become unproductive. This template ensures your team remains focused, with every update directly tied to project outcomes, driving better coordination and clearer communication across client projects.

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8. Editorial Calendar

Managing content for multiple clients across various formats can quickly become chaotic, leading to missed deadlines, inconsistent publishing, and disorganised workflows. The Editorial Calendar template helps you streamline content production from ideation to publication, keeping everything aligned and on schedule.

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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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Why It Helps:
With multiple clients and diverse content needs, staying on top of production can feel like a never-ending challenge. This template centralises your content planning, helps you prioritise high-impact pieces, and keeps all your publishing timelines aligned, so you can deliver timely, high-quality content every time.

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Get Started Faster with Pre-Built Templates. Skip the Setup and Dive Into Your 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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