
Project scope tells you what are we going to do (and not do)? Given the requests of the customer and the vision discussed by the team, what are the objectives of this project? b. Step 4: Define project scope, budget, and timelineĪfter the official kickoff, it’s time to define three important concepts:Įach of these items is worthy of its own in-depth explanation, so we’ll just define them briefly here. The kickoff meeting sets the tone for the working relationship among stakeholders for the duration of the project. This is also when roles are announced and a communication plan is explained.
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In other cases, multiple people may hold identical roles, as when your project requires multiple software engineers.In some cases, one person can fill multiple roles, such as having a designated emergency contact, a role that adds few additional work hours to a person’s schedule.Remember that a role is not the same as a person. When you have that list, you can define roles and assign responsibilities to individual stakeholders. Once you’ve identified your stakeholders, you need to determine the core project management skills and competencies required for the project.

Step 2: Define roles and responsibilities and the team working directly on the project.ĭepending on the nature of the project, stakeholders may also include outside organizations or individual community members that will be affected by the project.Your project has several stakeholders, and not all of them will be involved in every detail of the project.
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If you’re thinking, “well, that sounds really formal and serious, don’t be intimidated.įollow these nine project management steps, and you’re well on your way not just on how to plan a project online but to execute your project successfully. By comparing the actual progress with the project plan, you can also monitor the performance of your team and take the necessary steps to improve it.Ĭheck out the 7 areas where project planning is important for successful projects. Project constraints such as time, scope, and costs are discussed in the project planning process, and mitigation plans are developed after the identification of potential risks.
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Through proper planning, you streamline the entire project into a series of steps and ensure the availability of all the resources on time. Project planning is a crucial stage that comes right after initiation in project management phases. The project management plan is formally approved at the beginning of the project and then progressively updated throughout the course of the project. It is more than just a schedule or a task list, though it does include those things. It’s created during the project planning phase and is a compilation of several other documents. This outlines the objectives and scope of the project and serves as an official point of reference for the project team, larger company, and stakeholders. What is a project plan?Ī project plan, also known as the project management plan, is the document that describes how the project will be executed, monitored, and controlled, and closed. Maybe you’ve been doing this for a while or maybe this is your first big project and you just googled “how to write a project plan.” Either way, we’re here to help. Without it, you’re setting yourself and your team up for project failure.

A project plan ensures all stakeholders share the same vision, sets measurable goals for your project, establishes solid communication among team members and stakeholders, and serves as the foundation for project transparency.


In project management, proceeding without a project plan leaves you in danger of overrunning available resources and failing to achieve the client’s goals. Without a basic project plan, you may find your team directionless, or worse heading in multiple directions. While it may be tempting to jump right into your project and figure things out as you go along, you’ll have much better results if you create a project plan first. That’s great! Before you actually begin your project, you’re going to need a project plan.
