Agency Project Delivery Template is a ready-to-fill PM doc designed for agency teams that juggle client briefs, creative work, and tight timelines.
What's inside
Project Overview
Stakeholders & Roles
Scope, Deliverables & Acceptance Criteria
Timeline & Milestones
Budget & Resources
Risks & Issues
Communication Plan
Deliverables Tracking
Change Log
Attachments & Assets
Action Items
How to use this template
Create the client project header by filling in [Client Name], [Project Name], [Start Date], and [End Date].
Map scope and deliverables with acceptance criteria in the Scope, Deliverables & Acceptance Criteria section.
Build the timeline by adding milestones and owner assignments in Timeline & Milestones.
Track risks, changes, and client approvals as they arise in Risks & Issues and Change Log.
Use the Action Items section to drive weekly progress and client reviews.
Why it works
How does this template stay aligned with client goals?
The structure keeps client outcomes front and center by tying each deliverable to acceptance criteria and sign-off points.
How often should deliverables be updated?
Update the Deliverables Tracking table at least once per milestone and after major feedback cycles.
Can this template scale to multiple campaigns?
Yes. Duplicate the project document for each client, and reuse the same sections and tables with new data.