Excel template for agile project management


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Excel template for agile project management

This article provides details of Excel template for agile project management that you can download now.

Agile project management is an iterative, incremental method for coordinating engineering, information technology, and other business activities. Because of this highly flexible methodology, teams can easily identify and respond to challenges, and ultimately deliver better results faster.

In an agile project constantly changing, a model can provide structure and framing. Although you need to operate agile and adaptable, a template allows everyone to be on the same page and track requirements.

Microsoft Excel software under a Windows environment is required to use this template

These Excel templates for inventory management work on all versions of Excel since 2007.

Examples of a ready-to-use spreadsheet: Download this table in Excel (.xls) format, and complete it with your specific information.

To be able to use these models correctly, you must first activate the macros at startup.

The file to download presents seven Excel templates for agile project management

Excel template for agile project management

It is critical to note that agile is not a methodology, but an approach that can utilize a variety of methodologies. Agile uses organizational models based on people, collaboration, and shared values. The Agile Manifesto outlines the primary tenets of the agile philosophy. It uses rolling wave planning, iterative and incremental delivery, rapid and flexible response to change, and open communication between teams, stakeholders, and customers.

The history of agile can be traced back to 1957: at that time Bernie Dimsdale, John von Neumann, Herb Jacobs, and Gerald Weinberg were using incremental development techniques (which are now known as Agile), building software for IBM and Motorola. Although, not knowing how to classify the approach they were practicing, they all realized clearly that it was different from the Waterfall in many ways.



However, the modern-day agile approach was officially introduced in 2001, when a group of 17 software development professionals met to discuss alternative project management methodologies. Having a clear vision of the flexible, lightweight and team-oriented software development approach, they mapped it out in the Manifesto for Agile Software Development.

Aimed at “uncovering better ways of developing software”, the Manifesto clearly specifies the fundamental principles of the new approach:

Through this work we have come to value:

Individuals and interactions over processes and tools

Working software over comprehensive documentation

Customer collaboration over contract negotiation

Responding to change over following a plan.

Complemented with the Twelve Principles of Agile Software, the philosophy has come to be a universal and efficient new way to manage projects.

Agile methodologies take an iterative approach to software development. Unlike a straightforward linear waterfall model, agile projects consist of a number of smaller cycles - sprints. Each one of them is a project in miniature: it has a backlog and consists of design, implementation, testing and deployment stages within the pre-defined scope of work.

At the end of each Sprint, a potentially shippable product increment is delivered. Thus, with every iteration new features are added to the product, which results in the gradual project growth. With the features being validated early in the development, the chances of delivering a potentially failed product are significantly lower.

Let’s summarize the main Agile aspects:

Flexibility: The scope of work may change according to new requirements.

Work breakdown: The project consists of small cycles (known as Sprints in Scrum).

Value of teamwork: The team members work closely together and have a clear vision about their responsibilities.

Iterative improvements: There is frequent reassessment of the work done within a cycle to make the final product better.



Cooperation with a client: A customer is closely engaged in the development and can change the requirements or accept the team’s suggestions.

Prioritizing flexibility and rapid turnaround, the

Agile approach offers the following benefits, according to the recent research:

  • • Ability to manage the changing priorities (88%)
  • • Increased team productivity through daily task allocation (83%)
  • • Better project visibility due to the simple planning system (83%)

Agile is an umbrella term for a vast variety of frameworks and techniques, sharing the principles and values described above. Each of them has its own areas of use and distinctive features. The most popular frameworks are Scrum, Kanban, Hybrid, Lean, Bimodal, and XP. Before discussing these frameworks in more detail, let’s look at their key features.

Scrum is a dominant agile framework. It’s used exclusively by 58 percent of organizations while another 18 percent of the companies combine it with other techniques. First described in 1986 by Hirotaka Takeuchi and Ikujiro Nonaka in the New Product Development Game, it was formulated almost a decade after.

In 1995, Ken Schwaber and Jeff Sutherland, the authors of The Scrum Guide, presented it at the OOPSLA conference. The presentation was based on the knowledge they acquired as they applied the method during the previous few years. While, Scrum was introduced far before the Agile Manifesto, it relies on Agile principles and is consistent with the values stated in that document.

Scrum is aimed at sustaining strong collaboration between people working on complex products, and details are being changed or added. It is based upon the systematic interactions between the three major roles: Scrum Master, Product Owner, and the Team.


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