Free Business Project Template
A business project plan covers the work stages, the tasks in each stage, and who owns them, from kickoff through handover.
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A branding job can look approved on a screen and still fail the first time it hits a box, a van, or signage under flat light, so the risky part is the handoff between “looks good” and “works in the real world”. This business project board holds the full run of work in one place, from kickoff to close, so decisions, files, and checks don’t drift.
The columns move in the same order the client feels: Kickoff and research starts with the brief, asset audit, and the technical specs that affect print, then Concept and logo design and Identity development take the work from directions to a usable logo suite and a defined colour and type system. Production and collateral and QA and final files carry the pieces that tend to break when nobody wrote down the requirements, including printer notes, proof checks, and the working file package. The board uses a dense violet-blue with Space Grotesk headings over Inter body text, which keeps the project feeling like production work, not a moodboard.
- Kickoff and research Covers the brief, an audit of existing assets, and the printer and technical specs that shape the rest of the work.
- Concept and logo design Holds the tasks for sketching directions, building three concepts, mocking up applications, and getting a decision.
- Identity development Takes the chosen direction into a primary logo suite, secondary marks, and a defined colour palette and typography system.
- QA and final files Runs proof and file checks, adjusts to printer and signage specs, and prepares the guidelines PDF and master file package.
- Handover and close Finishes on delivery and a guidelines walkthrough, then closes the project with the final invoice step.
Once the template is in your workspace, you plug in your own dates and assign the cards to whoever’s doing the work, then run the job by moving each card across the columns as it’s completed. The board keeps the handover concrete, because the last column ends on delivering final files and transfer notes, plus the final invoice step.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns carrying 23 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Kickoff and research | Starts the work with the brand brief and objectives, then captures the asset audit and the printer notes that will govern production. Change the application priority list to match what has to work first in print, packaging, and signage.
|
Concept and logo design | Moves through three sketched directions into three digital concepts, with mockups that show how the logo behaves in real use. Replace the presentation tasks with the exact decision point you want before the project can move on.
|
Identity development | Builds the chosen direction into a full logo suite, secondary marks, and an icon set, then defines the colour palette and typography system. Update the guidelines layout step to match what the client needs to maintain the identity after handover.
|
Production and collateral | Creates the collateral that tends to expose missing requirements, including stationery, pitch deck templates, signage artwork templates, and brochure comps. Swap the deliverables so the list matches the pieces you’re actually producing for this engagement.
|
QA and final files | Runs print and file checks against production proofs, then adjusts files to printer and signage specs before packaging the final outputs. Add the real printer constraints to the checks so the last-mile QA doesn’t turn into guesswork.
|
Handover and close | Delivers the final files with transfer notes and walks the client through the brand guidelines, then closes out with the final invoice step. Replace the handover notes with the exact file ownership and storage expectations for the client team.
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What happens when you install it
- A project is created with its board, 6 columns and 23 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Brand studios and freelance designers running identity work that has to hold up in print & editorial, packaging design, and presentation design.
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Questions about this project template
What should a business project plan include?
A business project plan usually includes the work stages, the tasks that happen in each stage, and who owns each task. This board covers the flow from kickoff and research through QA, final files, and handover.
How do you structure a branding project from kickoff to handover?
A branding project usually starts with research and technical requirements, then moves through concepts and identity development before production and QA. This template follows that sequence so the work stays in order and the handover ends on delivered files and transfer notes.
What do you need from a client to start a branding project?
A project usually needs a brief and objectives, plus any existing brand assets and how they’re being used today. This template starts by capturing those inputs and the technical specs and printer notes that affect the design work.
How do you make sure a design works in print, signage, and packaging?
Print work needs technical specs, proof checks, and adjustments to the printer’s requirements before final delivery. This board includes tasks for compiling specs, checking files against production proofs, and adjusting artwork for printer and signage constraints.
Do you hand over working files at the end of a design project?
Handover terms vary, but a lot of clients ask for an editable working file package along with a guidelines PDF. This template includes tasks for assembling master working files and preparing the brand guidelines for delivery.
How do you prevent endless revision rounds on a design project?
Clear decision points help, because the project can’t move forward until a direction gets chosen. This board includes a presentation and decision step for logo directions, which keeps later stages from drifting.
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