Browse Bonsai's Proposal Templates
500+ templates
Work plan template
Work plan template

Bonsai has helped create 1,023,928 documents and counting.

Trusted by thousands of agencies and consulting firms
4.8/5 on Capterra
4.8/5 on G2
Successful agencies, consulting and professional services firms rely on Bonsai every day to run their business.

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

Looking for a no-cost way to get your projects in line? Check out these killer work plan templates. They’re perfect for teams or just for you, and they’re all about getting your tasks sorted, hitting your targets, and keeping an eye on your progress.

Introduction to work plan templates

So, you’ve got this work plan template, right? It’s like a roadmap for your project, helping you and your team (or just you) get your tasks in order, make your workflow smoother, and boost your productivity. Whether it’s a monthly thing or a daily grind, these babies help you understand the big parts of a work plan, keep track of your progress, and make sure you’re hitting those milestones. They’re pretty much a must-have if you wanna nail your goals and get your project timeline on point.

Understanding the importance of work plan templates

Work plan templates are the secret sauce in project management. They’re the structure you need to get your tasks in order, pump up your productivity, and streamline how you work. Got a monthly work plan? It’s gonna help you stay on track with your goals, thanks to its nifty milestone-tracking feature that keeps you in the loop on your progress.

Work plan templates in Bonsai are important for your project's success. They're crucial because they give you a head start on organizing what needs to be done, who's doing it, and by when. By having a well-defined work plan, you're ensuring that everyone is on the same page, which is especially important for remote teams or when collaborating across different time zones.

Link to Task Management

These templates are the bread and butter of a work plan, doubling as action plan templates. They clear up your project timeline, making your work planning a breeze and your task execution super efficient.

How work plan templates can streamline your projects

Source

Got a work plan template for your team or just for yourself? These things are productivity gold in project management. They give you a framework to organize your tasks, smooth out your workflow, and hit your goals. They’re the helping hand you need for work planning and sketching out a detailed project timeline. And let’s not forget the key stuff they include, like a monthly work plan, the main bits of a work plan, a milestone-tracking feature, and progress checks.

Not only do they keep the communication crystal clear in your team, but they also make sure everyone knows what they’re responsible for. Bottom line: work plan templates are your ticket to project success.

Top free work plan templates

When you’re deep in project management, having a solid framework like a team work plan template, an individual work plan template, or a monthly work plan template can be a game-changer. These templates are more than just task organizers; they’re your secret weapon for boosting productivity and making your workflow work for you.

The key features of these templates are the core parts of a work plan, like the milestone-tracking feature that helps you reach your goals and keep tabs on your progress. Whether you’re planning your work or laying out your project timeline, these free work plan templates are the tools you need for your action plans.

Bonsai task templates

Bonsai's task templates are like your personal project assistant, helping you streamline your workflow and keep your projects organized. These templates are a set of predefined task lists that can be customized to fit the structure of your regular projects.

Whether you're managing a marketing campaign, developing a software, or planning an event, there's a template that suits your needs and your industry among 500+ templates.

Link to Task Template

Each template includes multiple tasks and subtasks, which you can edit or add to as your project evolves. This not only saves time but also ensures consistency across similar projects.

Microsoft Office templates

Microsoft Office has got a bunch of templates that’ll help you level up your productivity, keep your project management on track, and fine-tune your workflow. We’re talking team work plans, solo work plans, and monthly work plans. They give you a structured way to organize your tasks, watch your progress, and hit your goals.

The heart of a work plan template is the milestone-tracking feature, making your work planning and progress checks efficient as heck. With these action plan templates, picturing your project timeline is a piece of cake, and getting to your goals becomes way more doable.

Whether you’re leading a team on a complex project or flying solo on a smaller task, Microsoft Office templates are your all-in-one solution for work planning.

Smartsheet’s free work plan templates

Smartsheet’s throwing in some free work plan templates that’ll boost your productivity and make your workflow smoother. Whether you’re part of a team or riding solo, these templates give you the structure you need to get your tasks in order, hit your goals, and manage your projects like a pro.

They come with cool features like a milestone-tracking tool and progress checkers, which are the nuts and bolts of a work plan from Smartsheet. These templates don’t just help with planning your work; they also help you build a clear project timeline.

Plus, Smartsheet’s work plan templates expand into action plan templates, giving you a full toolkit for all your work planning needs and cranking up your efficiency.

Asana’s project plan templates

Santa's got a lineup of templates that are all about boosting your project management game. You’ll find templates for team work plans, personal work plans, and even monthly work plans that help you optimize your workflow, up your productivity, and get your tasks in shipshape. These templates are the framework you need to support hitting your goals.

The core of a work plan in these templates includes a project timeline and a milestone-tracking feature. This makes keeping an eye on your progress a whole lot easier, letting you use action plan templates to make your work planning top-notch.

Wrike’s professional work plan templates

Wrike’s got a stash of pro work plan templates that are all about optimizing your workflow. These templates, whether they’re for team work plans, personal work plans, or monthly work plans, give you the structure to organize your tasks and nail your goals in project management. They pack in the main parts of a work plan, like a milestone-tracking feature for keeping an eye on your progress.

These action plan templates don’t just bump up your productivity; they also lay out a clear project timeline. By bringing these into your work planning, you’re setting up your team for efficient and effective performance.

Google Sheets work plan templates

Google Sheets is serving up a bunch of templates to make your project management a breeze. You’ll find team work plan templates, personal work plan templates, and monthly work plan templates that not only make your workflow smoother but also seriously boost your productivity.

Each template is kitted out with the main parts of a work plan within a structured framework, making it easier to get your tasks sorted and hit your goals. A lot of these templates have a milestone-tracking feature, which is a big help in keeping an eye on your progress.

And if you’re looking for ready-to-go action plan templates for work planning within your project timelines, Google Sheets has got you covered with resources that are straight-up invaluable for pros and teams.

Features to look for in a work plan template

You want a work plan template that’s got your back, right? Look for one that’s got a solid structure for lining up your tasks and hitting those targets. And don’t forget about tracking those big wins along the way—it’s key for keeping things smooth.

Task management

When you’re juggling a bunch of tasks, a killer work plan template can be your best friend. It’s all about having a clear game plan, keeping an eye on your progress, and making sure everything’s running like a well-oiled machine.

Timeline and scheduling

Nailing your goals on time means having a plan that’s as tight as your deadlines. You need tools that help you track your progress and spread the workload just right. That’s where a good work plan template comes into play—it’s like your project’s playbook.

Collaboration features

Our project management tools are all about boosting your productivity and making sure everyone’s rowing in the same direction. With the right work plan template, you can keep your team in sync and your project on track.

Customizability

In the world of project management, being able to tweak your tools to fit your needs is a game-changer. Whether you’re flying solo or part of a team, having a work plan template that bends to your will can make all the difference.

Now, go ahead and pick the template that’s right for you, and keep your project’s story straight and your team chasing the same goals. Remember, it’s all about making your updates as smooth as your morning coffee.

How to pick the perfect work plan template for your crew

Source

When you’re on the hunt for the right work plan template for your squad, think about what you need to manage your projects. Go for a team work plan template if you’re all about that group effort, or grab an individual one if you’re flying solo. Monthly templates? They’re your best buds for keeping an eye on the long game and boosting your output.

Getting a grip on your project needs

Project management’s gotta be slick to make your team’s workflow smooth and productivity pop. You need a setup like individual or team work plan templates to get your tasks lined up right. This kind of structure is key for hitting your targets and keeping tabs on how you’re doing with a milestone tracker.

Work planning is a big deal, and it’s usually laid out in a monthly work plan template. This tool’s your go-to for mapping out your project timeline like a pro. Action plan templates can make things even smoother by giving you a ready-made format for getting your tasks sorted.

Size and structure of your team

Our team’s size and how we’re set up are all about making sure we work smart and keep things flowing. We’ve got a flexible team work plan template that helps us organize our tasks and chase our goals.

We’re all about project management, sticking to a tight project timeline, and a milestone tracker that keeps us in the know. And yeah, we get that everyone’s different, so we’ve got individual work plan templates for those solo missions. Our monthly work plan template is a cornerstone of our strategy, helping us plan ahead for what’s coming.

Riding the learning curve

Getting the hang of project management can really kick your productivity into high gear and make your workflow slicker. It’s all about setting goals, planning your work, and structuring your project timeline. A solid framework means you’re better at organizing tasks and keeping an eye on your progress.

Using individual work plan templates, team ones, or even monthly ones can speed up the learning process. These tools come packed with the essentials of a work plan, like a milestone tracker that’s crucial for checking your progress and sorting out any hiccups.

In the end, rolling with these action plan templates to watch over your work productivity can be a smart move for measuring how fast you’re learning the ropes.

Best practices for using work plan templates

When you’re looking to boost productivity and get your workflow humming, dive into project management tools like work plan templates. Whether it’s for the whole gang or just for you, these templates are your blueprint for getting stuff done. Make sure your monthly work plan template got all the essentials: a project timeline, a way to track milestones, and a system for checking on progress.

Keeping it simple

Project management’s all about keeping your eye on the prize and getting those tasks knocked out. A monthly work plan template is your secret weapon for cranking up productivity and giving you a clear structure to work with.

Link to Resourcing

The big players here are the individual and team work plan templates, plus all the main bits of a work plan. They’re what you need to streamline your planning, set up your project timeline, and keep track of milestones.

Regularly updating your work plan

Keeping your work plan fresh is key to making sure your workflow’s on point and your productivity through the roof. You’ve got a bunch of templates to choose from—team, individual, or monthly. They all come with a solid framework that helps you organize tasks, track progress, and hit your targets.

The heart of a work plan is the milestones, the project timeline, and a feature for monitoring progress. Staying on top of updates means everyone’s in the loop about where the project’s at and what’s coming up next.

Encouraging team participation

Getting everyone on board is a big deal in project management. It’s what makes workflows smoother and productivity soar. That’s where a team work plan template comes in—it’s the game plan for organizing tasks and smashing goals.

Inside this template, you’ll find stuff for each team member, a monthly work plan template for the long haul, and a tracker for milestones. Each piece is key to effective planning, setting clear tasks, goals, and deadlines for the whole crew.

Conclusion: Streamlining your projects with work plan templates

Wrapping it up, slotting work plan templates into your project management is a smart move. They’re the tools that help your team get organized and let you manage your own tasks. Monthly work plan templates, packed with all the work plan must-haves, help you nail your goals, keep an eye on progress, and track milestones like a pro. With solid action plan templates, you’re laying out a clear project timeline that’s gonna boost your efficiency big time.

Frequently Asked Questions
Questions about this template.

Get more template for your business.
Discover 1,000 additional templates to use in your industry.

Template preview

Work plan template

First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.