Project Management: Planning

Course Description:

The objective of this training session is to learn how to plan a project effectively. At the end of the training session, you will be able to understand the steps involved in effective project planning, understand how to troubleshoot your own project plans to anticipate problems and prevent bottlenecks, and create project strategies that will successfully achieve goals, meet deadlines, and contain costs.

Course Duration: 29 minutes

Why “Project Management: Planning” Matters:

  • If you don’t plan properly as the first step, you are liable to head in the wrong direction right from the start.
  • It is important to identify deliverables as soon as possible.
  • You need to estimate what resources you will need during the planning stage. Unless you estimate carefully, you could find yourself caught short halfway through the project.

Key Points:

  • Appraise the project on its value, feasibility, and urgency.
  • Clearly define the goal of the project so that you know up front what will be the final outcome.
  • Assign a priority to the project in relation to ongoing work and other projects.
  • Include the stakeholders, identifying anyone who will be affected by the outcome.
  • Establish lines of authority—who will answer to whom and for what.
  • Identify deliverables early, including every task and item that must be accomplished along the way.
  • Break the project into manageable parts, considering every task that must be accomplished for the project to be completed.
  • Identify required resources, including time, labor, and money.
  • Chart activities, reviews, milestones, and other important events that must be accomplished during the project. Use our handouts as models for making these charts.
  • Create a work schedule and budget that specifically address each individual step along the way, rather than simply the project as a whole.

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