Project Planning Form Template

What is a project planning form?

A project planning form is a digital form that enables users to organize and outline the different tasks, timelines, resources, and goals needed for a specific project. It helps teams collaborate efficiently, prioritize tasks, and stay on track to meet project deadlines successfully.

Important fields to include in a project planning form

Here are some key fields that you can include in your project planning form. You can customize these fields according to your specific needs.

Field Name	Why to Collect	Compulsory/Optional	Input Type
Project name	To identify the project	Compulsory	Text
Project manager	To assign responsibility	Compulsory	Text
Project manager ID	To uniquely identify the project manager	Optional	Text
Primary objective	To understand the goal of the project	Compulsory	Text
Estimated start date	To schedule and plan the project timeline	Compulsory	Date selector
Estimated end date	To determine project duration	Compulsory	Date selector
Priority level	To prioritize tasks	Compulsory	Dropdown
Estimated budget	To allocate resources	Optional	Text
Stakeholders	To involve key individuals in the project	Optional	Text
Critical milestones	To track project progress	Optional	Text
Known risks	To mitigate potential issues	Optional	Text
Required resources	To ensure necessary tools are available	Optional	Text
Dependencies/external factors	To plan accordingly	Compulsory	Dropdown
Additional notes	To capture any other relevant information	Optional	Text

How can I create a project planning form?

You can create a project planning form using any online tool that allows you to create forms, like Google Forms, Typeform, etc. You can also use Mailmodo to create and send forms in your emails.

How can I send a project planning form in an email?

Before we get into the how, let’s understand the why.

Why should you send this form in an email?

Inserting your project planning form in your emails allows you to reach out to your existing email list and have them fill out the form within the email itself. This reduces friction and cuts down on multiple steps like redirects, logging in to another page, etc., increasing the number of submissions.

For example, Allround saw a 28% increase in responses on their feedback forms by emailing them using Mailmodo.

Now, let’s come to the how.

If you want to send this project planning form in an email, you can use Mailmodo. Mailmodo is an all-in-one interactive email marketing platform that lets you create and send such interactive forms in email without any coding. Here’s an interactive demo to get you started.

How to increase submissions for your project planning form

You can increase the submissions of your project planning form by making them user-centric and easy to complete. We’ve created an exclusive guide that discusses 12 things you can do to increase form submissions.