Manage your projects effortlessly with the Evernote Project Management Template, covering all stages from planning to archiving for effective tracking.
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Define Project Scope
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Identify Key Stakeholders
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Outline Project Objectives
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Create Detailed Work Breakdown Structure
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Estimate Task Duration
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Create Project Schedule
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Allocate Resources
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Set up Evernote Template
9
Approval: Project Schedule
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Load Tasks into Evernote
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Designate Team Roles in Evernote
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Share Evernote with Team
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Monitor Project Progress in Evernote
14
Update Task Statuses in Evernote
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Revision of Project Plan if needed
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Approval: Revised Project Plan
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Track Milestones in Evernote
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Conduct Weekly Team Reviews in Evernote
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Close Project in Evernote
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Archive Project Details and Learnings in Evernote
Define Project Scope
Define the boundaries and objectives of the project. This task sets the framework for the entire project and ensures everyone is on the same page. What are the specific goals, deliverables, and limitations of this project? What are the desired outcomes and success criteria? What resources or tools are required to complete this task?
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Internal
2
Client
3
Research
Identify Key Stakeholders
Identify the individuals or groups who have a vested interest in the project. These stakeholders can influence the project's success, so it's essential to identify and engage them early on. Who are the key stakeholders? What are their roles and responsibilities? How can they contribute to the project?
Outline Project Objectives
Clearly define the objectives of the project. What are the desired outcomes? What will be achieved by completing this project? This task helps align everyone's expectations and ensures the project stays on track.
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High
2
Medium
3
Low
Create Detailed Work Breakdown Structure
Break down the project into smaller, manageable tasks. This task helps provide a clear roadmap for the project, making it easier to assign responsibilities and track progress. What are the individual tasks required to complete the project? How can they be organized into a hierarchical structure?
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Design
2
Development
3
Testing
Estimate Task Duration
Estimate the time required to complete each task. This task helps in creating a realistic project schedule and managing resources effectively. How long will it take to complete each task? What factors may affect the task duration? Are there any dependencies between tasks?
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High
2
Medium
3
Low
Create Project Schedule
Develop a timeline for the project. This task helps in visualizing the project's progress and managing deadlines. What is the start and end date for each task? How does the sequence of tasks impact the overall project timeline?
Allocate Resources
Allocate the necessary resources to each task. This task ensures that the required resources, such as manpower, equipment, or materials, are available to complete the project successfully. How many resources are required for each task? What are the resource constraints, if any?
Set up Evernote Template
Set up the Evernote template for project management. This task involves creating the necessary notebooks, tags, and templates to effectively manage the project in Evernote. How should the notebooks be organized? What tags need to be created?
Approval: Project Schedule
Will be submitted for approval:
Create Project Schedule
Will be submitted
Load Tasks into Evernote
Transfer the project tasks into Evernote. This task helps in centralizing all project-related information and tasks in one place. What are the tasks that need to be loaded into Evernote? How should they be organized within the notebook structure?
Designate Team Roles in Evernote
Assign team roles and responsibilities within Evernote. This task ensures that each team member has the necessary access and permissions to collaborate effectively. What roles need to be designated? What permissions should be assigned to each role?
Share Evernote with Team
Share the project Evernote workspace with the team members. This task ensures everyone has access to the project information and can collaborate seamlessly. Who needs to be added to the Evernote workspace? What access permissions should be granted?
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Read-only
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Edit
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Full Access
Monitor Project Progress in Evernote
Regularly monitor the progress of the project in Evernote. This task helps in identifying any issues or delays and taking timely corrective actions. How will the project progress be tracked in Evernote? What metrics or indicators will be used?
Update Task Statuses in Evernote
Update the task statuses in Evernote to reflect their progress. This task helps in maintaining an accurate and up-to-date overview of the project. How will the task statuses be updated in Evernote? What are the different status options?
Revision of Project Plan if needed
Revise the project plan if any changes are required. This task ensures that the project plan remains aligned with the evolving project requirements. When and why should the project plan be revised? What steps need to be followed for a plan revision?
Approval: Revised Project Plan
Will be submitted for approval:
Revision of Project Plan if needed
Will be submitted
Track Milestones in Evernote
Track the project milestones in Evernote. This task helps in celebrating progress and ensuring that major project milestones are achieved on time. What are the milestones for this project? How will they be tracked in Evernote?
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Not Started
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In Progress
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Completed
Conduct Weekly Team Reviews in Evernote
Conduct weekly team reviews in Evernote to discuss the project progress, challenges, and upcoming tasks. This task helps in promoting effective communication and collaboration within the team. What topics should be covered in the team reviews? How will the reviews be documented in Evernote?
Close Project in Evernote
Close the project in Evernote after its successful completion. This task helps in wrapping up the project and documenting any final details or learnings. What steps are required to close the project? What documentation or archiving needs to be completed?
Archive Project Details and Learnings in Evernote
Archive the project details and learnings in Evernote for future reference. This task ensures that the project information is stored securely and can be easily accessed in the future. What information needs to be archived? Where should it be stored in Evernote?