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Notion Template: Project Management

Manage your projects effectively with our Notion Template. Streamline task assignment, monitor progress, handle changes, control quality, and wrap-up efficiently.

Define project scope and objectives

Identify the project team

Break down project into tasks

Assign tasks to team members

Create a project timeline

Set up communication and reporting procedure

Approval: Project Plan

Launch the project

Monitor project progress

Track and update project timeline

Handle task or project changes

Approval: Changes requested

Report project progress to stakeholders

Identify and manage project risks

Ensure quality control

Approval: Quality Control

Close out project

Evaluate project success

Gather learnings for future projects

Archive project documents

Define project scope and objectives

Describe the project's scope and objectives, including what needs to be accomplished and the desired outcomes. Highlight any specific constraints or limitations that need to be considered.

Describe the project's scope and objectives

Select the project's constraints

1

Budget
2

Time
3

Resources
4

Scope

Identify the project team

Identify the individuals who will be part of the project team. Explain their roles and responsibilities, and how they contribute to the overall project.

Select team members

1

John
2

Sara
3

Mark
4

Emily
5

Michael

Enter team lead email address

Select team lead

Break down project into tasks

Break down the project into smaller tasks or activities. Explain how these tasks contribute to the overall project and the order in which they need to be completed.

Break down the project into tasks

Select tasks to complete

1

Research
2

Planning
3

Execution
4

Testing
5

Evaluation

Assign tasks to team members

Assign the previously defined tasks to the team members. Clarify who is responsible for each task and include any additional instructions or expectations for completion.

Select team member for the task

Additional instructions for the assigned task

Create a project timeline

Create a timeline outlining the start and end dates of the project, as well as key milestones or deadlines. Include any dependencies or critical paths that need to be considered.

Enter project start date

Enter project end date

Select key project milestones

1

Project kickoff
2

Design phase completed
3

Development phase completed
4

Testing phase completed
5

Project delivery

Set up communication and reporting procedure

Establish a communication and reporting procedure within the project team. Specify how team members will communicate, provide updates, and address any project-related issues or concerns.

Select communication channels

1

Email
2

Slack
3

Microsoft Teams
4

Zoom
5

Phone

Specify any communication protocols or guidelines

Approval: Project Plan

Define project scope and objectives
Will be submitted
Identify the project team
Will be submitted
Break down project into tasks
Will be submitted
Assign tasks to team members
Will be submitted
Create a project timeline
Will be submitted
Set up communication and reporting procedure
Will be submitted

Launch the project

Initiate the project and start the execution phase. Describe the steps or actions necessary to officially launch the project and communicate with relevant stakeholders.

Describe the steps to launch the project

Enter stakeholder email addresses

Subject

Project launch notification

Body

Monitor project progress

Regularly monitor the progress of the project to ensure that it stays on track and meets its objectives. Outline the monitoring methods or tools to be used and what specific aspects or metrics should be monitored.

Select monitoring tools

1

Gantt chart
2

Project management software
3

Task tracking software
4

Weekly progress meetings
5

Status reports

Specify the specific aspects or metrics to be monitored

Track and update project timeline

Track the progress of the project in relation to the established timeline. Update the timeline as necessary to reflect any changes or delays. Specify how the timeline will be tracked and updated.

Select the method to track project timeline

1

Manual updates
2

Project management software
3

Automated notifications
4

Gantt chart

Select timeline update tasks

1

Weekly check-ins
2

Milestone completion updates
3

Delay notifications
4

Revised project end date

Handle task or project changes

Outline the process for handling any changes or modifications to tasks or the overall project. Specify who should be notified and how the changes should be communicated and documented.

Select team members to be notified

Specify the communication and documentation process for changes

Approval: Changes requested

Monitor project progress
Will be submitted
Track and update project timeline
Will be submitted
Handle task or project changes
Will be submitted

Report project progress to stakeholders

Regularly report the project progress to relevant stakeholders. Specify the reporting format, frequency, and the specific information or metrics that should be included in the reports.

Select reporting format

1

Weekly report
2

Monthly report
3

Visual presentation
4

Dashboard

Select information or metrics to include in reports

1

Task completion status
2

Budget utilization
3

Resource allocation
4

Milestone achievements
5

Risks and issues

Identify and manage project risks

Identify potential risks or challenges that may arise during the project. Explain how these risks will be managed or mitigated to minimize their impact on the project's success.

Identify potential project risks

Describe the risk management or mitigation strategies

Ensure quality control

Establish quality control measures to ensure that the project deliverables meet the required standards. Specify the methods or processes that will be used to monitor and evaluate the quality of the project work.

Select quality control measures

1

Peer review
2

Testing and validation
3

Inspection
4

Customer feedback
5

Quality assurance audits

Select the desired quality level

1

High
2

Medium
3

Low

Approval: Quality Control

Ensure quality control
Will be submitted

Close out project

Conclude the project and wrap up all the remaining tasks and activities. Specify the steps or actions that need to be completed for the project closure, including any necessary documentation or handover processes.

Select tasks for project closure

1

Final report preparation
2

Handover of deliverables
3

Knowledge transfer sessions
4

Financial closure
5

Lessons learned session

Specify any additional details for project closure

Evaluate project success

Assess the overall success of the project in achieving its objectives. Define the criteria or metrics that will be used to evaluate the project's success and how the evaluation will be conducted.

Select evaluation criteria

1

Achievement of project objectives
2

Adherence to timeline
3

Budget control
4

Stakeholder satisfaction
5

Quality of deliverables

Select evaluation method

1

Survey
2

Interviews
3

Metrics analysis
4

Comparative analysis

Gather learnings for future projects

Reflect on the project and identify key learnings or insights that can be applied to future projects. Explain how these learnings will be documented and shared with the team.

Identify key learnings from the project

Describe the process for documenting and sharing the learnings