Project Management

Staff Management Plan Template Excel

Staff Management Plan Template helps to organize manage and lead your project team. Project team members include people who have different roles and responsibilities to complete the project. In which recruitment tracker template is leading, you can use this tool for Joint managing the entire recruitment process of staff every month.

The project team (project staff) have various skill sets and the involvement of all members in “project planning” and “decision making” is profitable. The presence of staff members adds to their proficiency in the planning process and enhances their commitment to the project.

  1. Record Attendance and absence of staff
  2. Staff work Progress reporting through the Gantt chart
  3. Meeting Schedule Sheet
  4. Financial Record
  5. Generate reporting

Project Staff Management Plan Template

The template enables you to make human resources (HR) Plan or staff management plan. This plan describes the roles and responsibilities of every individual member for a project as the project manager designate.

HR management is one of the key processes to select and assemble a team. It helps to develop a plan and determine how you will meet the requirements to get human resources. At the initial stage, having a sample plan, you identify high-level staffing requirements.

The Processes of the Project Human Resource Plan are:

  1. Planning human resource management.
  2. Acquiring project team.
  3. Developing project members.
  4. Managing the team.

HR plan defines the processes of selection, management, estimating, and development to make sure members possess all the experience and expertise in project success.

Staffing Management Plan includes:

A staffing plan or human resource (HR) plan involves a list of people you wish on the project, their skills, reporting hierarchy, duration requirement, roles and responsibilities, resource slope-up plan, resource usage during the life of the project, training development, organizational charts, and release criteria. This plan includes:

  1. How to get resources.
  2. Staff acquisition.
  3. Calendar of skills and resource sets.
  4. Training is obligatory to develop skills.
  5. How to conduct performance reports.
  6. Reward and appreciation system.
  7. Staff release plan.
  8. Compliance and safety.

Understanding the Purpose:

Before staffing your project, understanding the purpose of your project is essential. First, you must figure out what are the business goals of your project and other relevant objectives. Because without having a clear idea about the upcoming result, it’s difficult to staff the finest resources for your project.

Spend time deliberating on the purpose of your project and then try to find out staffing needs. Focus on different skills vital for project execution, and then it will be easy to understand what staff you require.

Who is involved?

  • Project Manager and Project Sponsor.

Why use Staff Management Template?

This template plays a major role in project management. Since resources are the most vital parts to execute the project activities, this staffing template gives a clear idea about your staffing requirements. Having a proper plan for human resource ensures success.

The template aids in management for all projects by defining responsibilities, a time when you require a resource, and training requirements. There are many project management templates in Excel, which are most useful in project management. These tools are important to develop a strategy before you start planning for your project. This makes sure that you don’t give up anything crucial.

Whether you are a new project manager in the learning stage or a pro with project management, you can always add some new tools and resources to your set of tools. After all, having challenges of projects and expectations of investors are enough to slope up your stress to a huge level.

This list of top Staffing management templates will aid you during any phase of every project. This will make project management simple, less of a commotion, and save you time (and headaches) since you don’t have to begin by filling notebooks with a scrap of paper.


An Excel-based staff management plan template offers a versatile and customizable solution for organizing, scheduling, and optimizing your workforce. By centralizing employee information, streamlining communication, and facilitating efficient task allocation, this template can significantly enhance staff management practices.

By investing time in customizing an Excel template to suit your organization’s specific needs, you can ensure smooth operations, increase productivity, and achieve better overall results. Embrace the power of technology and leverage Excel’s capabilities to establish a robust staff management system that will drive your business forward.


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