Project Templates
Merlin Project and Merlin Project Express already contain some templates to start your project easily and conveniently. They are displayed clearly when you start a project or create a new one.
In addition, you can create your own templates at any time or import the files into MS Project or other programs. Our quick guide "Project Content" describes how.
Other Merlin Project users and partners have created additional templates, which we do not want to withhold from you. You can download these templates via the link provided, or purchase them from us at the price indicated.
General
Project Kick-Off
The kick-off meeting creates clarity regarding the project goals and underlines the importance of the project. The concrete procedure in the project is presented on a rough timeline. The motivation to act together is awakened and strengthened. The kick-off meeting is one of the most important events in the project start phase. This creates the basis for working together in the project.
This template serves as the basis for planning a project kick-off.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
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General Project Management Plan
The general project management plan serves as a basis to manage a project from initiation, planning, execution and controlling to completion.
In addition to the individual project phases and milestones, resources are already assigned to the processes. You can easily adapt the plan to your project.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Bubble-Chart
With the "Bubbles" network view, you can display a project plan as a process chart. Thus
complex projects are displayed very compactly within seconds. The detailed planning is contained in the same document and is therefore always at hand. It is even possible to display both at the same time via the detail view.
Sprachen: 🇩🇪🇺🇸🇪🇸🇫🇷
Simple Activity Plan
The simple activity plan with milestones contains examples of links between individual activities. By linking activities, you can create dependencies and determine a logical sequence.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Architecture & Construction
Single-Family Home
The construction of a house requires foresighted planning in several respects, such as the requirements for the planned building, the coordination of the individual construction works and the financing. After all, you don't want to have the roofers on site when the ground floor is being built.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Construction Project
This template shows a lump-sum construction project as it is carried out in Germany (therefore no translation into other languages). It shows the sequences of the service phases, the approval procedures and a lump sum construction. For the architect it is very easy to enter here the further and specific information.
Language: 🇩🇪
Construction Schedule
This template shows the start of a classical construction schedule, as it is done in Germany (therefore no translation into other languages). The sequences of the service phases, the approval procedures and a lump sum construction are shown. For the architect it is very easy to enter here the further and specific information.
Language: 🇩🇪
Agile Project Management
Agile Dynamic Planning
The template is designed for users who want to work agil with Merlin Project. The mapping of the agile approach usually poses some challenges for traditional project management software. In Merlin Project it is also possible to perform agile and dynamic planning, but this feature is somewhat hidden. In this template we show you how to use the feature.
Language: 🇺🇸🇩🇪
💡This template has only a limited use in Merlin Project Express.
Personal Kanban Board
This is a project template for Merlin Project matching our blog article Kanban in personal project management.
The Kanban board always shows the current status of your tasks, which you can complete in five simple steps. The use of tags colors the cards based on rules.
Languages: 🇩🇪🇺🇸
💡This template has only a limited use in Merlin Project Express.
Strategy
Roadmap 2021
For each year, a manager should have a strategic plan or a so-called roadmap. In this template you will find a time-based as well as a financial roadmap for Merlin Project. The content of the roadmap is then up to you.
This template is discussed in detail in a blog post.
Strategic Plan
Even in strategic projects, such as business or corporate development projects, professional project management guarantees an efficient approach to these projects and ultimately the development of effective strategies. Finally, project controlling is of crucial importance in project management. In this way, you ensure the consistent implementation of the strategies developed.
This template provides the basis for planning a strategic project.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Content Marketing Strategy
This project is not a template, but a worksheet for creating a content marketing strategy. We used it to develop a content marketing strategy.
Language: 🇺🇸🇩🇪🇪🇸🇫🇷
Software Selection and Implementation
Some software products, such as Merlin Project, are relatively easy to implement. Others - which have a much wider scope and therefore a much greater impact on your business - can be a real challenge for business and IT resources. Often, this is accompanied by change management and changing habits.
This template is the basis for the implementation of ERP software in a medium-sized company.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Start of Self Employment
Information and a careful planning are a good foundation for a successful business start-up. If you are about to turn your business idea into reality, leave nothing to chance. Turn your idea into a detailed plan. Once you have written the business plan, the practical steps of starting a business follow. It is a matter of registering the company correctly with all relevant authorities and preparing it for the start of business. This includes, for example, questions about employees, trademark protection, tax advisors, insurance and much more - because the most important questions in a start-up do not always relate only to registration and administrative procedures.
This template supports you during the foundation and summarizes the steps on the way to self-employment in a short and understandable way. It was created by Kathrin Lamm.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Strategic Product Planning (Roadmap)
A roadmap is often used in project management in larger and more long-term projects. Essentially, you get milestones here without dividing them more precisely. Roadmaps are often published within the target group in order to keep them in the communication loop.
This template provides an initial basis for a roadmap.
Language: 🇺🇸🇩🇪🇪🇸🇫🇷
💡This template has only a limited use in Merlin Project Express.
Events
Open Day
This is the project plan used for the Merlin Project Onboarding. Feel free to review the full project after finishing the course.
This plan gives you a good guide to the creation of an open day for a company. Currently it is tailored to the fictional company VitaLeafs Botanical Inc., but it can serve as a framework for your event as well.
🇩🇪 The German translation is coming soon.
Language: 🇺🇸
Conference
This is the project plan used for Accelerate 2022. Of course, it is largely anonymised and the costs and resources have been removed.
Nevertheless, this plan gives you a good guide to the issues that come up at an international conference with sponsors.
Language: 🇺🇸
Big Birthday
No matter if you turn 40, 50, 60 or even older, a big birthday is a reason to celebrate! Many single mosaic stones make the success of the party. From the selection of the date to the creation of the invitations to the booking of the location there is much to consider. After all, at the end of the day you want to be able to look back on a party that everyone was thrilled about! So that this effect actually occurs, we help you with this template to prepare the birthday party to the icing on the cake.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Wedding
A perfect wedding also requires perfect planning. It doesn't matter whether you are planning a small wedding party or a big one: a wedding always requires a lot of preparation time. Don't lose the overview with all pending decisions, plans, appointments and errands. This template will help you to keep an eye on everything when organising and planning your wedding.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Journey
For a longer journey or road trip not only the different destinations, the routes or the accommodation are important, there are also other things to consider, from entry regulations (visas) up to vaccinations (and others).
This project plan helps to plan a multi-destination road trip so that the dream trip does not become a nightmare.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Touring
Plan your next tour with Merlin Project.
Who, where, with whom, what, when, for what? With this paid template, touring musicians, production companies and crew members get a comprehensive overview of the tour stops, who will be traveling with or in charge of the tour, and what needs to be done with time and budget planning.
Language: 🇺🇸
Price: 33 EUR (VAT included)
This template was created by Chris Heil.
Fundraising Event with Auction and Wine Tasting
This project template provides a basic schedule for an American fundraising event with auction and wine tasting. It is based on a preliminary event date of 12.6.2018. The file contains a donation calendar with one exception where working hours were defined for the day of the event. Double-click the note icons in the Indicators column to learn more about each task.
This project was created by John Shoemaker.
Language: 🇺🇸
16 Weeks Marathon Training Plan
This project template provides a basic marathon 16-week training for beginners. It is planned backwards so you know when to start with the training. The file is based on a 4 and 5 training days per week calendar. Select the project end date, commit to start with the training, concentrate on your current week and complete training units to run and finish the marathon in about 5h.
NOTE: Included risk attachments cannot be accessed in Merlin Project Express
Source for this training RUNNER'S WORLD.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Music & Video
Music Production
This template contains all the information about each task involved in producing an album.
From song selection, pre-production, studio booking and travel arrangements to mixing and mastering, you'll be guided through the process while monitoring progress, budget and resources.
Language: 🇺🇸
Price: 33 EUR (VAT included)
This template was created by Chris Heil.
Video Production
This template is the ideal guide and tool for producers, directors, DOPs, editors and grading artists for coordinating multiple tasks of a video production within a specific time frame and budget.
Language: 🇺🇸
Price: 33 EUR (VAT included)
This template was created by Chris Heil.
The Beatles records
This project shows the UK records of the Beatles and their publishing dates. The project is an example how to show published productions for almost every business.
Language: 🇺🇸
Construction of a Pedal Board
A pedal board is a flat plate that serves as a carrier or container for several floor effect pedals of musicians. These are often attached to the plate with cable ties, foam or Velcro and connected in series with short instrument cables.
This template shows the planning for the construction of a pedal board, always after work. The template was kindly provided by Oliver Gurtschmann.
Language: 🇩🇪
Marketing
Client Website
Today, websites are the flagship for companies. They must therefore fit the company but also appeal to the target group. The planning helps to decide which areas are needed, which contents are best suited and how the website should be designed.
This template divides the creation of a customer website into 3 main areas: the preparation and preliminary discussion, the production or development of the website and the post-production or post-processing.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Online Advertising Campaign
The success of online marketing projects depends on many factors: First and foremost is the successful business model, followed by creative ideas and technically flawless implementation. But even with an ideal initial situation, a project is in danger of failing if the phases of preparation, planning, implementation, monitoring and completion are not systematically completed. It doesn't matter whether it is a newsletter to be revised, a banner or SEM campaign or a new website.
The template was created by Kathrin Lamm.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Roadshow
Plan your product promotion in the form of a round trip with company presentations. With this form of target group-oriented event marketing, you not only have direct customer contact, but also receive immediate feedback on how your product is received.
This template provides an initial basis for such a roadshow.
Language: 🇺🇸
💡This template has only a limited use in Merlin Project Express.
Other Topics
Human Ressources Interview Plan
Filling a vacancy in a team is a challenge. If you want to find the right people, you should not listen to your gut feeling, but proceed methodically.
This project template helps you to plan the individual phases from the application to the interview and the hiring of the new employee.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Product Localization
The introduction and successful establishment of products and services on foreign markets is a complex process with great relevance for expanding companies. Translating the relevant content into the respective local or regional language in a qualitatively flawless manner, taking ethnic and cultural backgrounds into account, is an indispensable prerequisite for international success.
Use this template as a basis for your localization projects.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Product Roadshow
When launching a new product or for better brand awareness, you want to reach your target group at numerous locations as specifically as possible. A roadshow is particularly suitable for this. Generally speaking, it is a mobile form of marketing in which a company tours through cities and presents a new product or provides general information about itself. The geographical and logistical requirements that arise in the process clearly surpass the organisation of other event formats once again.
This template is for planning a Product Roadshow.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Software Development
This template was designed for software development.
It contains the typical phases of such a development. Adapt the project to your needs by adding your operations to the phases or deleting phases that do not apply.
Languages: 🇩🇪🇺🇸🇪🇸🇫🇷
Key Account Management
The template has been designed for everyone being involved in Key Account Management. Manage your key accounts in one view and keep track of the different negotiation stages. In addition, you will receive comprehensive documentation with best practices on "how to sell to key accounts"".
This template is an excellent example of a "non-project management" use of Merlin Project.
Languages: 🇩🇪🇺🇸
Special Design Options
Wines of the World
Not everything is a project. Sometimes you just play around with the functions in Merlin Project and wonder what comes out of it.
In this case, a creative ProjectWizards employee has put the world's wines into a very tasteful mindmap.
Project Snowman
Not everything is a project. Sometimes you just play around with the functions in Merlin Project and wonder what comes out of it.
In this case a creative employee of ProjectWizards has built a beautiful snowman with the bars of the Gantt chart.
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Scottish Whisky
Not everything is a project. Sometimes you just play around with the functions in Merlin Project and wonder what comes out of it.
In this case, a creative ProjectWizards employee has put the large selection of Scottish whiskies in a very tasteful mindmap.
Project Christmas Tree
Not everything is a project. Sometimes you just play around with the functions in Merlin Project and then wonder what comes out of it.
In this case, a creative ProjectWizards employee built a beautiful Christmas tree with the Gantt chart bars.
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Phases with Gantt
Merlin Project views are highly configurable, so you can customize them to suit your needs or your corporate design theme.
Here is a template with a split view. In one area, you see the phases of your project with start, end and completion percentage as cards of a network diagram. In the other you have the work breakdown with the tasks and the Gantt chart of the plan. The colors in the outline and the design of the bar Gantt elements make it easier to associate the information to the respective phase. Style rules and color-coding give the same coloring to similar tasks, making the understanding of the planning more intuitive.
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Utilization Grouping
Merlin Project views are highly configurable, so you can customize them to suit your needs or your corporate design theme.
In this template the focus is on the resources' utilization. In the main area you see a modified Assignments view. The Status column format is set to show a green, yellow or red fill colour. A custom field column with predefined emojis allows defining a symbol indicating the resource's role. And a grouping option by 'Status' is enabled.
This allows you to easily identify the overallocated resources in your project and to adjust your planning if needed. As additional benefit of this configuration, the application will calculate time phased expected workload for the various utilization groups.
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Colourful Mindmap
Merlin Project views are highly configurable, so you can customize them to suit your needs or your corporate design theme.
In this template the focus is on the brainstorming. No hierarchy lines, no critical path indication, no start, end, workload or completion information. Here you see only activity leafs in their groups. Items are color-coded according to their level. Some groups are collapsed as needed. The background color of expanded groups is set.
This allows you to concentrate on the parts of your project you need to set your focus on and proceed with your project planing. Creativity at its best in a colourful Mindmap.
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Only Gantt
Merlin Project views are highly configurable, so you can customize them to suit your needs or your corporate design theme.
In this template the focus is on the Gantt and the timely manner in which the activities need to take place. No work breakdown outline. No data columns. Simply the activities for the current time unit, status color coding and a comparison to the actual state against the plan.
This space-saving screen layout allows you to focus on the parts of your project that need your attention in the current time slot. Besides, you can see what changes in the plan for past and future activities have resulted from the real work on the respective work packages.
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