#business plan format

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Sample Business Plan Excel

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An Excel Project Planning Spreadsheet

Project planning and progress tracking is an essential part of any successful project, no matter the size. Part of ensuring success is communicating progress with project stakeholders. For small projects, simple meetings will suffice, but anything involving more than a couple of tasks and people typically requires some form of formal project documentation. While Microsoft Project is a great tool, not everyone uses it and while they have a viewer version, sometimes it just doesn t seem worth the hassle. You may want to use a Gantter a free Microsoft Project alternative, sometimes I think it s just easier to use Excel. While it s not free it s certainly popular, easy to use and offers the ability to export and/or save as PDF files for easy sharing.

Excel Project Plan Example

This is why I almost always create a project plan with a Gantt Chart using Microsoft Excel when embarking on a project. In this tutorial, I ll walk through the steps I took to create a sample Excel-based project planning spreadsheet with a nifty gantt project schedule that shows who s doing what, when and how complete the tasks are.

Features

I ve included some important features in this example. Most notably is the Gantt Chart schedule view of the project which automatically provides a view of who is performing what tasks on what date. The example includes logic to skip around weekends and non-working days as well as a separate column to track progress against tasks or goals.

If you d prefer to skip the article and simply download the excel project planning template, you may skip to page 4 using the page links below to access the download link.
Continue Reading on Next Page

49 Comments

Amber on March 25, 2013 at 9:00 am

Keeping in mind that I am very new to this, I have a question. On your legend, the red box means tasks overdue start. I have a task that begins on 3/25 and ends on 3/29. This task happens to be 33% complete. Why is the 3/25 box red? The task has been started and it has an additional 4 days before it is overdue. Shouldn t the task continue to be blue reflecting active until the task is truly running late, or is overdue?

Katie on April 2, 2013 at 12:51 pm

Hi Mike. This spreadsheet is great! I would like to add a recurring task that only occurs on Wednesdays. How would I adjust the code to color only Wednesday cells? (I don t think I saw this addressed in the article, but if I missed it I apologize in advance!)
Thank you for sharing this it s fantastic.

Jesper on April 16, 2013 at 4:16 am

Nice spreadsheet. The project I run is defined i weeks not in days.

Olu on September 27, 2014 at 11:58 pm

Hi Mike,
Great tutorial and gantt chart spreadsheet thanks!

I made the following customisations:-
O
1. Edited out the weekends as not being working days from all relevant formulas
2. Changed the overdue and running late formulas to be DAYS360(..) 0 rather than DAYS360 =0 so a project doesn t show overdue or running late when a task is due to start on today s date
3. Set the date for I3 to be H3+1 and copied that formula across the rest of the range so I only have to set the first date (H3)
4. I wanted today s date to be highlighted in white and all other dates to be greyed out (the reverse of how it was set) so I selected rows 2 and 3 for the date range and edited the conditional formatting to be OR(DAYS360($B$29,H$2)0) instead of DAYS360($B$29,H$2) =0

Marie on March 6, 2015 at 11:09 pm

I ve got everything setup to the way I like and as I went to plug in the formula I was met with You cannot use references to other worksheets or workbooks for Conditional Formatting criteria . I ve copy pasted the formula. Any help would be appreciated!

Chad Knowles on January 24, 2017 at 6:26 pm

You are AMAZING. I cannot believe how simple AND powerful your Excel model is.

I have a question. In column F Complete I see a dotted line running down the center of the cell. When I change the percentage complete to 50% for example, it fills the entire cell with a gradient bar even though it s not at 100%. I must have screwed something up copying and pasting, but I can figure out what I did.

Have you even seen this?

mike on January 24, 2017 at 7:36 pm



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RegressIt is a PC Excel add-in that performs multivariate descriptive data analysis and multiple linear regression analysis with presentation-quality output in native Excel format. It was developed in a teaching environment but is also intended for scientific and business applications. It greatly improves upon Excel’s built-in data analysis tools, and it provides better-designed regression output than what is found in widely used statistical programming languages and other Excel add-ins. Even if your work requires other statistical procedures or you conventionally use other software (Excel-based or otherwise) for regression, you may find RegressIt to be a valuable and fun-to-use companion. It is offered free of charge as a public service in order to teach and support good analytical practices, especially data and model visualization, tests of model assumptions, appropriate use of transformed variables in linear models, intelligent formatting of tables and charts, and keeping a detailed and well-organized audit trail.

The RegressIt program file is an Excel macro (xlam) file that is less than 500K in size. It runs on PC s in Excel 2007, 2010, 2013, and 2016, and it can perform analyses and fit models with up to 50 variables at one time and up to 32766 rows of data. You can use it on a Mac at present if you run it in the Windows version of Excel using VMware Fusion or other PC virtualization software. The following pages describe the program in detail and illustrate its use on a sample data set. Click here to proceed to the next page: Features.

RegressIt was developed by Robert Nau (Fuqua School of Business, Duke University) and John Butler (McCombs School of Business, University of Texas). The version currently on this site is 2.2.2, release date May 7, 2015.A new version with many additional novel features, which handles much larger data sets and runs on both PC’s and Macs, will be released soon. A separate logistic regression version for the PC is also on the way. Watch this space for further details.



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Separation of Business Logic from Presentation Logic in Web Applications (ASP.NET and PHP)
Copyright 2003 Paragon Corporation ( July 19, 2003)

What do we mean by separation of Business Logic from Presentation Logic?


When we talk about business logic – we mean the following kind of logic

  • How we model real world business objects in our application – such as accounts, loans, travel itineraries etc
  • How these objects are stored
  • How these objects interact with each other – e.g. a bank account must have an owner and a bank holder’s portfolio is the sum of his accounts
  • Who can access and update these objects


Business Logic is often broken further into two components in the Model-View-Controller (MVC) paradigm — the Model, which defines how the data will be stored and retrieved; and the Controller, which controls the interaction between the Model and the View. For simplicity and practicality, we are not going to make this distinction. In many cases, we feel this distinction is unnecessary because the control flow pattern of the Model and the Controller is very similar and conceived of at the same time. So the benefits of separation or thinking of them as independent are often mitigated by the hassle of the extra layer.

When we speak about Presentation Logic we mean how we display these objects to a user. E.g do we have a drop down list or a popup screen? Do we display accounts in a list format and have the user pick which one to edit? etc. This is often referred to as the View in the MVC paradigm.

It is often difficult to determine where business logic ends and presentation logic begins. How you model your application often dictates what is possible in the user interface. Sometimes the business and presentation logic is so intricate and dependent on each other that the two get intertwined with each other. Sometimes it is often difficult or impossible to separate the two. In most other cases, separating the two is just a matter of discipline.

Why should we separate Business Logic from Presentation Logic


There are several reasons why separating business logic from presentation logic is desired. Below are a couple of reasons why we do it.

  • The kind of programming you do for each part and sometimes the language you do it in are different. Separating the two allows one to use the best tools for that particular part. For example if you are programming a user interface screen – the kinds of things you are concerned with are paging – e.g. how many records to show on a page, widths of forms, colors, readability etc. There is also the need to see the screen as you are developing and to position the items. On the business side you are not so concerned about visuals – you need to get the data from somewhere and you need to control what data is loaded, and how that data is updated. If you change your programming languages next year, it is much easier to reuse old code when it is separated. E.g your presentation would be mostly html or xml which can be easily refitted with a different model.
  • The two parts – business logic and presentation logic – do not always occur at the same time. For example, often times you design the screens first and then cut in the business logic later. Separating the two minimizes time dependency and allows for concurrent development. You can work on each part independently and then integrate them later or integrate in an iterative fashion.
  • Separation of Workforce: This is important for big organizations with very specialized people, but is less important for small shops where often the programming of all parts is done by the same person.
  • Separation of Thought and Readability of code: It is easier to read business logic that is not intermingled with presentation logic. Similarly, it is easier to look at the presentation of a screen or read html code without having to sift through the database and security logic. Case in point if you look at standard ASP,JSP, or PHP coding, you will often see structures with things like looping thru a dataset and spitting out results in html. If this happens it’s hard to tell when an html tag is missing or find the logic that tells where the data is coming from.

    Examples Using ASP.NET and PHP

    There are several approaches to achieving this separation in modern languages. In this section we will describe two such approaches that are commonly used.

    The first approach is the inheritance way which is commonly used in ASP.NET and is called Code-behind by Microsoft. The second approach is the template approach which is used in several web languages such as PHP and Java Servlets (WebMacro), Apache (Velocity). We will discuss a particular implementation in PHP that uses the Smarty Template engine and the PHP ADODB lib and a particular approach of doing code-behind (not using Visual Studio.NET).

    In the inheritance approach – the presentation (the web page) is a subclass of another class which contains the business logic. You can think of it as a creature with eyes and skin that inherits its other features from another class, but then tacks on eyes and skin.

    In the template approach – the presentation is merely a visual object that is controlled by something else – An analogy would be that of a puppet master to his puppets. A puppet master can tack on any puppet he wants at anytime, but usually has his favorites that he likes to work with. Similarly several puppet masters can share the same set of puppets. In this style the template (or presentation) is the puppet and the puppet master is the business logic class.

    There are advantages and disadvantages to both. In the inheritance approach there is a greater coupling which for one makes debugging logical errors a little easier. However another little creature can’t come along and easily say “I have the same list of fields to show can I borrow your skin for a moment,” as you can so easily in the template approach.

    The other thing that makes ASP.Net’s style different from the standard template approach is that ASP.NET instantiates all visual objects that are marked runat=server. This means that one can easily manipulate any property of a visual object – e.g the datagrid, data list etc. from the business logic page. In the template approach you would put markers in the template to do that so that you can stuff these markers at runtime. Again this is both a curse and a blessing. ASP.NET provides standardized properties you know will always be there e.g most objects can be hidden by setting the visible property to false. but if you need additional properties not defined, you need to create your own visual objects that inherit. The Smarty approach is a bit easier in this respect.

    A big downside of ASP.NET approach is that it has a plethora of classes for visual objects. To become really proficient in it, you have to understand these classes (at the very minimal the datagrid, datalist, forms), what the events mean and how the events are triggered. Editors like Visual Studio.NET minimize a bit on the need to understand these, but they themselves are bewildering to understand and control just the way you want it, and when things go wrong – you really need to understand the Abstractions you are depending on.

    Smarty is a particularly nice template engine; it stands out from the pack because it has an easily extensible plug-in architecture and comes with a lot of plug-ins that expedite common presentation issues such as generating a list, a dropdown list, radio button lists, calendar form controls etc. These plug-ins have similar counterparts to those you will find in ASP.NET, but they don’t deviate as much from the standard HTML model so are much quicker to learn and a bit easier for html editors to digest.

    Below is an example of how you would load data from a database and present it in an alternating colored row table in PHP/Smarty/ADODB vs. ASP.NET/ADO.NET.

    Business Logic (mylist.php)



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    Excel Project Management Free Templates, Resources Information

    Project Management is one of my favorite topics. In my earlier job I have been part of several projects and in almost all of them, we have used Microsoft Excel heavily to perform various project management tasks. In this page you can find some resources, help and articles on Project Management using MS Excel.

    Click on the links to access relevant section:

    Gantt Charts Project Planning using MS Excel

    A Gantt Chart is a traditional way to prepare and track a project plan. It shows activities on the left and dates on top. Intersection of an activity and date cell is highlighted if that activity is to be done on that date. Gantt Charts can provide these optional information too,

    • Planned vs. Actual view of the project
    • % Completion of activities
    • Overall project progress / status
    • Activities on Critical Path

    An Example Gantt Chart:

    Preparing Gantt Charts in Microsoft Excel:

    Excel, because of its grid nature provides a great way to prepare and manage project plans. We can use Excel features like Conditional Formatting and Formulas to prepare a comprehensive gantt chart depicting almost any project. Since Excel is a very common software and most managers know how to use it, using excel to prepare and maintain gantt charts can be very productive and easy.

    Free Gantt Chart Templates:

    Project Reporting and Project Management Dashboards

    Reporting is one of the most important aspects of project management. When I was leading projects, I used to get questions like,

    • How is the project going?
    • What are the important issues we should worry about?
    • What is the progress of activity x?
    • Are we on track with respect to budget, resources etc?

    from my project stake-holders and sponsorship team.

    Answering these questions will be very easy if you have prepared a good project management dashboard. A Project Management Dashboard provides all the crucial information about a project in a snapshot.

    An Example Project Management Dashboard:

    How to make Project Management Dashboards in Excel?

    Excel shines again as the perfect tool for creating project dashboards. Due to various powerful features like excel charts. conditional formatting it is very easy to setup and update a comprehensive project status report in excel. I have used these concepts to construct several project management dashboards in excel. Follow these links,

    Timesheets and Project Management Tracker Tools

    One of my bosses used to say If you cannot measure, you cannot manage . A good project manager always stays on top of various things going on in a project. And that is where tracking comes in to picture. On any given day, a project manager is found tracking,

    • Issues in the project
    • Risks in the project
    • On going Activities in the project
    • To do items of various team members
    • Timesheets and Billing
    • Budget and Money

    Issue Tracker using Excel An Example

    Using Excel to Prepare Project Tracking Spreadsheets

    Excel is the natural choice for tracking various project items. Due to its simplicity and ease of use, project managers can easily create a template in excel to track something and then share the template with team members to track it. Below are some examples of excel based tracking tools for project management.

    Project Management Charts

    Charts or visualizations help project managers in getting a feel of where the project is heading. There are various kinds of charts that a PM would use on day to day basis. Some examples are,

    • Burn Down Charts: Depict how much scope of project is complete.
    • Resource Loading Charts: Show how well the project resources are occupied and help PM in deciding whether to add or remove resources from the team.
    • Project Milestone Charts: Convey the overall project progress against a timeline and provide a macro view of various events in the project.
    • Open vs. Closed Issues: Clearly tells how well the issues in the project are getting resolved and give an indication of the trend.
    • Budget vs. Actual Charts: Show how the project scope, plans, expenditure is going wrt planned budgets.

    Open vs. Closed Issues An Example Project Management Chart

    Excel Chart Templates for Project Management

    Microsoft Excel has several using charting features. PMs can easily create almost any type of project management related chart using MS Excel in minutes. I have written extensively about how to create various PM charts thru Excel. Just follow these links to get the Project Management Charting Templates and Tutorials.

    MS Excel Formulas for Project Managers

    Learning a few excel formulas can greatly improve the productivity of a project manager. Most of the day to day questions of PMs can be easily answered if they know how to write some simple excel formulas like VLOOKUP (ex: what is the progress of a particular activity), SUMIF (ex: How many hours team memer x clocked this week?), COUNTIF (ex: How many issues are open?), NETWORKDAYS (ex: How many working days are there in this month?) etc.

    At PHD, we have extensively discussed about various excel formulas and their application to the day to day work of managers, analysts and other office users. Go thru below articles to get a thorough understanding of various important excel formulas and improve your productivity.

    Excel Project Management Templates

    While it is true that MS Excel is easy to use and learn, most project managers are hard pressed for time and always look for ways to boost their productivity. This is where using a set of pre-defined templates can help you. Based on my 4+ years of experience with large projects, I have prepared a set of Excel Templates that can help you become productive and efficient while managing projects. These templates can help you in,

    • Project Planning thru Gantt Charts
    • Project Tracking thru Time Sheets, Issue Trackers, Risk Trackers
    • Project Management thru To do Lists
    • Project Reporting thru Statur Reports, Charts and Dashboards

    The template set contains 24 ready to use templates based on MS Excel. Consider getting a copy of the project management templates if you want to save
    time and focus more on project management than excel work.

    Click here to get a copy of Project Management Excel Templates

    Resources Links for Project Managers

    Project management is a topic very close to my heart and I learn about it whenever possible. Here is a list of links I find useful.

    Join our Upcoming Excel for Project Managers course

    I am happy to announce our new course, Excel for PMs. The aim of this course is to make you an awesome project manager by teaching various Excel concepts required for Project Management. We are planning to launch this course from November first week. Please enter your name and email address if you would like to know more.

    [if you are not able see the signup form click here ]

    Like this article? Please sign-up for our free email news letter or add our RSS Feeds to your reading list to receive excel tips, charting ideas every weekday.

    Comments are closed.

    At Chandoo.org, I have one goal, “to make you awesome in excel and charting”. This blog is started in 2007 and today has 450+ articles and tutorials on using excel, making better charts. Read more.

    Advanced Excel Tricks



    #business report

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    Customize this business report template for free after downloading into computer to compose spotless business reports with professional look. Business report is a document normally used to communicate details, data and information about the business to a definite audience. Business report is a professional way to send and receive information about various business operation, procedures and functions. These are used for both internal and external communication. Some business reports might present the actual solution to solve a particular business problem whereas other reports might display business information that is used toward future business planning. Business report writing is used for wide variety of topics and purposes. Sales report, progress report, attendance report and performance reports are some major types of business reports that we daily write and use in business life. Business report should be formatted using a proper format just as business report template.

    Free Business Report Templates:

    Writing a business report can be an unpleasant task for those who are totally unaware about its writing. However use of a proper format can make process of report writing easier for everyone. Whether you want to share confidential information about your business with another department of the business or want to communicate business policies, writing a business report is a best way to do so in professional manner. Most of companies and businesses are using their own formats for business report writing. Internet is considered as a best platform where you can get suitable business report templates for free to write efficient business reports for your business establishment or company. Wide range of online business report templates and formats is also available on web which means you can write business reports online easily. Scroll down the page and hit download button appeared below to own a free business report template that you can use for several times.

    Download Business Report Template:

    Related posts:

    1. Monthly Report Templates Business Excel and Word Reports Below is a monthly report template which is formatted in Microsoft word program and you can download it free of cost. Report writing is a safest and most effective way to communicate business related details and information with other business entities and professional persons. Monthly reports are documents prepared by.
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    Post navigation

    Latest Report Templates



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    Recovery for Excel

    Features

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    • Chartsheets recovered for Excel 2007 and 2010

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    Using Recovery for Excel

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    #business report

    #

    Customize this business report template for free after downloading into computer to compose spotless business reports with professional look. Business report is a document normally used to communicate details, data and information about the business to a definite audience. Business report is a professional way to send and receive information about various business operation, procedures and functions. These are used for both internal and external communication. Some business reports might present the actual solution to solve a particular business problem whereas other reports might display business information that is used toward future business planning. Business report writing is used for wide variety of topics and purposes. Sales report, progress report, attendance report and performance reports are some major types of business reports that we daily write and use in business life. Business report should be formatted using a proper format just as business report template.

    Free Business Report Templates:

    Writing a business report can be an unpleasant task for those who are totally unaware about its writing. However use of a proper format can make process of report writing easier for everyone. Whether you want to share confidential information about your business with another department of the business or want to communicate business policies, writing a business report is a best way to do so in professional manner. Most of companies and businesses are using their own formats for business report writing. Internet is considered as a best platform where you can get suitable business report templates for free to write efficient business reports for your business establishment or company. Wide range of online business report templates and formats is also available on web which means you can write business reports online easily. Scroll down the page and hit download button appeared below to own a free business report template that you can use for several times.

    Download Business Report Template:

    Related posts:

    1. Monthly Report Templates Business Excel and Word Reports Below is a monthly report template which is formatted in Microsoft word program and you can download it free of cost. Report writing is a safest and most effective way to communicate business related details and information with other business entities and professional persons. Monthly reports are documents prepared by.
    2. School Report Template Write spotless school reports shortly by means of this school report template which is given below the content. Report is a document normally used to communicate useful details and information about something like a subject, event, department or performance etc. School report is a similar document used by school management.
    3. Business Analysis Report Template Hit below appeared download button and save a copy of business analysis report template free of cost. Business analysis is one of the most important business documents in which overall needs of business has been identified and solution to problems are determined in detailed manners. A business analysis report is.
    4. Financial Report Template Here we have an endless collection of templates and financial report template is also added for your reference. You can simply download it into computer by hitting below appeared download button. A vital business document that discloses an organization s financial status to management, investors and the government agencies is generally.

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    Customize this business report template for free after downloading into computer to compose spotless business reports with professional look. Business report is a document normally used to communicate details, data and information about the business to a definite audience. Business report is a professional way to send and receive information about various business operation, procedures and functions. These are used for both internal and external communication. Some business reports might present the actual solution to solve a particular business problem whereas other reports might display business information that is used toward future business planning. Business report writing is used for wide variety of topics and purposes. Sales report, progress report, attendance report and performance reports are some major types of business reports that we daily write and use in business life. Business report should be formatted using a proper format just as business report template.

    Free Business Report Templates:

    Writing a business report can be an unpleasant task for those who are totally unaware about its writing. However use of a proper format can make process of report writing easier for everyone. Whether you want to share confidential information about your business with another department of the business or want to communicate business policies, writing a business report is a best way to do so in professional manner. Most of companies and businesses are using their own formats for business report writing. Internet is considered as a best platform where you can get suitable business report templates for free to write efficient business reports for your business establishment or company. Wide range of online business report templates and formats is also available on web which means you can write business reports online easily. Scroll down the page and hit download button appeared below to own a free business report template that you can use for several times.

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    1. Monthly Report Templates Business Excel and Word Reports Below is a monthly report template which is formatted in Microsoft word program and you can download it free of cost. Report writing is a safest and most effective way to communicate business related details and information with other business entities and professional persons. Monthly reports are documents prepared by.
    2. School Report Template Write spotless school reports shortly by means of this school report template which is given below the content. Report is a document normally used to communicate useful details and information about something like a subject, event, department or performance etc. School report is a similar document used by school management.
    3. Business Analysis Report Template Hit below appeared download button and save a copy of business analysis report template free of cost. Business analysis is one of the most important business documents in which overall needs of business has been identified and solution to problems are determined in detailed manners. A business analysis report is.
    4. Financial Report Template Here we have an endless collection of templates and financial report template is also added for your reference. You can simply download it into computer by hitting below appeared download button. A vital business document that discloses an organization s financial status to management, investors and the government agencies is generally.

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    Latest Report Templates