![]() Next, transition into the project phases. This can be as detailed or high-level as you feel is necessary. Begin by defining the project, stating its goals, stakeholders, and how its success will be measured. How should a project plan be formatted?įormat your project plan to mimic the project's workflow. You can use this information to guide future similar projects. Take a moment at the end of the project to document everything you learned. Archive your plan for future reference by you or other teams. Make sure to review each step of the project, assessing what worked and what didn't. Project closeįirst, congrats! If you've reached this stage of the project process it means you've successfully worked through each step and now get to reap the benefits of your efforts. Pro tip: Consider doing frequent check-ins over the course of the project instead of one final look-through at the end. Review the project from beginning to end. When it comes time to check in on the project's performance, you'll be grateful for having established clear metrics earlier on in the planning phase. Good communication and documentation throughout a project is always important, but especially in this phase. Make sure each stakeholder knows to utilize the project plan template for updates, discoveries, and conversation about the project. Now is the time to put all your brainstorming and planning into action. You'll also want to establish clear metrics that will be used to measure the success of the project. You'll want to make sure every key player knows their role and expectations. The definition and planning phase of your project plan establishes the goals, timeline, and responsibilities for the project. Here is where you'll get a bit more into the nitty-gritty. ![]() Your only focus in this phase should be thinking about where you want your project to go. Don't worry about not having all the answers right now. Gather your team or get their thoughts individually to create a master list of ideas. The first phase of developing your project plan is where all the brainstorming happens. Modify, add, or remove sections or steps as necessary until the plan makes the most sense for your project. Keep in mind that every project, team, and company is a little different. What are the 5 phases of a project plan?Īs you dive into creating your project plan, there are five initial steps to help you get started. Simply put, you need to know what you want to do and how you want to do it. As you're planning a road trip, you're making note of sites you want to see, places to stay, and where you can refill a gas task. Think of your project plan as a road trip itinerary. They can also review the document post-project to assess its strengths and weaknesses to learn where improvements can be made for future projects. Project managers can regularly check in on the project plan to assess its status, alert team members to any "at risk" areas, and inform project stakeholders of little wins along the way. Project performance metrics, task summaries, and frequent updates can all live within this document, or series of documents. This is a single destination where team members can rapidly find answers to their questions. It's a formal document that outlines the expectations and processes for the project. What is a project plan?Ī project plan breaks down the sections of your project into bite-sized pieces. Keeping your project organized from day one saves you time and the headache later.
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