The project planning is commonly perceived as creating 'Gantt Chart' alone, which is . managers & project sponsors find it easy to work with Gantt chart. Deliverables: Tangible 'things' that the project produces Usually created by a Project Management program Deliverables: A plan, a consent form, the deck. Have an overview of the project planning and development process. 2. The process of planning and managing projects follows a logical, continuous cycle.

Project Planning Management Pdf

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The Project Planning Stage. PM Knowledge Areas – Relevant Processes. 4. Project. Integration. Management. Project Scope. Management. Project Management .. Management Knowledge and Skills Interpersonal Skills. . Planning Phase. Project planning and management. Role of a manager; Charts and Critical Path Analysis; Estimation Techniques; Monitoring. Role of a manager.

Sometimes stakeholders will talk about needs that aren't relevant and don't deliver benefits. These can be recorded and set as a low priority. The next step, once you have conducted all the interviews and have a comprehensive list of needs is to prioritise them.

From the prioritised list, create a set of easily measurable goals. This way, the achievement of the goal will be easy to identify. Once you have established a clear set of goals, they should be recorded in the project plan. It can be useful also to include the needs and expectations of your stakeholders. Now you have completed the most difficult part of the planning process; it's time to move on and look at the project deliverables. Step 2: Project Deliverables Using the goals you have defined in step 1, create a list of things the project needs to deliver to meet those goals.

Specify when and how to deliver each item.

Add the deliverables to the project plan with an estimated delivery date. You will establish more accurate delivery dates during the scheduling phase, which is next.

Step 2: Project Deliverables

Step 3: Project Schedule Create a list of tasks that need to be carried out for each deliverable identified in step 2. For each task determine the following: The amount of effort hours or days required for completing the task The resource who will carry out the task Once you have established the amount of effort for each task, you can work out the effort required for each deliverable, and an accurate delivery date.

Update your deliverables section with the more precise delivery dates. At this point in the planning, you could choose to use a software package such as Microsoft Project to create your project schedule.

8. Overview of Project Planning

Alternatively, use one of the many free templates available. Input all of the deliverables, tasks, durations and the resources who will complete each task. A common problem discovered at this point is when you have an imposed delivery deadline from the sponsor that is not realistic based on your estimates.

If you discover this is the case, you must contact the sponsor immediately. The options you have in this situation are: Renegotiate the deadline project delay Employ additional resources increased cost Reduce the scope of the project less delivered Use the project schedule to justify pursuing one of these options.

Step 4: Supporting Plans This section deals with the plans you should create as part of the planning process.

As you complete tasks you can move Trello cards through the project process. For example, a content writer may be responsible for producing blog posts and report to the content editor who manages a team of writers and the content schedule.

The content director, in turn, reports to the project director, and so on. But do remember that no matter how defined the roles are responsibilities are, you need regular check-ins to make sure everything is on track.

8. Overview of Project Planning

These check-ins may take the form of meetings, weekly reports or short daily conversations using your favorite project management software.

Certain checkpoints in a project may also need client approval before you can move on to the next stage.

Your client should understand that their input plays a role in moving the project forward. Project Costs That Help Identify Shortfalls Any plan should specify upfront costs so that you can allocate budgets and identify shortfalls.

You can deal with these shortfalls by using proven ways to get more working capital. Additionally, you should also have a plan for monitoring and controlling costs.


This will allow you to remain on budget and may include regular team meetings and meetings with the client. These meetings are important because going over budget is sometimes unavoidable. You should communicate when there are project changes. You should also communicate and let the client know when you need their input. And so it goes. Will it be daily, weekly or monthly?

The updates the client expects to receive: Are these face-to-face meetings, weekly status reports sent via email, or even telephone calls? How often the client expects to receive these updates The project checkpoints that require client input before the project can proceed 8.

The Right Process and Systems to Track and Manage Projects All seven previous points are an essential part of the planning process, but an often overlooked one, is the processes: What procedures will you use to communicate to team members? What systems will you use to track projects? Will you give clients visibility into the project? Should they have access to your planning tools? How will you ensure that you deliver what your client wants? Now, you could create all these schedules in a spreadsheet and manage projects and communication via email and telephone.

The problem is that this often leads to miscommunication. Besides Trello, other platforms such as FreshBooks let you collaborate seamlessly and communicate about existing projects. You can invite employees and clients to collaborate — effectively giving them access to your planning tools.Your objective statement might be stated this way: Christmas Cheer, Inc.

Project Management Project planning is crucial for project success, but it does not exist in a vacuum.

Project Planning a Step by Step Guide

These can be recorded and set as a low priority. For each resource detail start dates, the estimated duration and the method you will use for obtaining them. The content director, in turn, reports to the project director, and so on.

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