"Planning Project Template" is a comprehensive workflow tackling every aspect of project management, from objective identification to plan updates approval.
1
Identify key project objectives
2
Develop initial project scope
3
Identify key stakeholders
4
Draft Project Charter
5
Approval: Project Charter
6
Develop preliminary project plan
7
Review project budget
8
Approval: Project Budget
9
Identify and assess project risks
10
Develop risk mitigation strategies
11
Approval: Risk Mitigation Strategies
12
Draft detailed project plan
13
Identify key project milestones
14
Schedule project kick-off meeting
15
Approval: Project Kick-Off Meeting
16
Finalize and communicate project plan
17
Monitor project progress and performance
18
Conduct project status meetings
19
Update project plan as needed
20
Approval: Project Plan Updates
Identify key project objectives
In this task, we will identify the key objectives of the project. These objectives will serve as the foundation for the project plan and will help guide the team throughout the project. What are the specific goals that we want to achieve with this project? How will the project impact the overall process? What results are we aiming for? Let's brainstorm and document the project objectives.
Develop initial project scope
The initial project scope outlines the boundaries and deliverables of the project. It defines what work is included and what is not. In this task, we will develop the preliminary project scope. What are the specific deliverables of the project? What are the boundaries of the project? Are there any constraints or limitations that we need to consider? Let's define the initial project scope.
Identify key stakeholders
Stakeholders are individuals or groups who have an interest or are affected by the outcome of the project. In this task, we will identify the key stakeholders for the project. Who are the individuals or groups that we need to involve or communicate with? What level of influence do they have? How will their involvement impact the project? Let's make a list of the key stakeholders.
1
Customers
2
Project Team
3
Management
4
Vendors
5
End Users
Draft Project Charter
The project charter is a document that formally authorizes the project and provides the project manager with the authority to apply resources and make decisions. In this task, we will draft the project charter. What are the project objectives, scope, and stakeholders? What are the high-level assumptions and constraints? Let's create a draft of the project charter.
Approval: Project Charter
Will be submitted for approval:
Draft Project Charter
Will be submitted
Develop preliminary project plan
The preliminary project plan outlines the major tasks, deliverables, and timelines for the project. In this task, we will develop the preliminary project plan. What are the major tasks and deliverables of the project? What is the estimated timeline for each task? Let's create a preliminary project plan.
Review project budget
The project budget includes the estimated costs for resources, materials, and other expenses required to complete the project. In this task, we will review the project budget. What are the estimated costs for resources, materials, and other expenses? Are there any budget constraints or limitations? Let's review the project budget.
1
Fixed Budget
2
Limited Resources
3
Cost Savings Required
4
Budget Approval Required
5
Vendor Quotes Needed
Approval: Project Budget
Will be submitted for approval:
Review project budget
Will be submitted
Identify and assess project risks
Risks are uncertain events or conditions that can have a positive or negative impact on the project. In this task, we will identify and assess the project risks. What are the potential risks that could impact the project? What is the likelihood and impact of each risk? Let's identify and assess the project risks.
1
Low
2
Medium
3
High
1
Low
2
Medium
3
High
Develop risk mitigation strategies
Risk mitigation strategies are actions and plans put in place to minimize or eliminate the impact of identified risks. In this task, we will develop risk mitigation strategies. What actions can we take to reduce the likelihood and impact of each risk? Let's develop risk mitigation strategies for the identified risks.
Approval: Risk Mitigation Strategies
Will be submitted for approval:
Develop risk mitigation strategies
Will be submitted
Draft detailed project plan
The detailed project plan provides a comprehensive roadmap for the project, including all tasks, dependencies, resources, and timelines. In this task, we will draft the detailed project plan. What are the specific tasks and dependencies? Who is responsible for each task? What is the estimated timeline? Let's create a detailed project plan.
Identify key project milestones
Project milestones are significant events or achievements in the project that mark progress or completion of major deliverables. In this task, we will identify the key project milestones. What are the significant events or achievements in the project? How will we know when they are achieved? Let's identify the key project milestones.
Schedule project kick-off meeting
The project kick-off meeting is the official start of the project, where the team comes together to discuss the project objectives, scope, roles, and responsibilities. In this task, we will schedule the project kick-off meeting. When is the best time to schedule the meeting? Who needs to be invited? Let's schedule the project kick-off meeting.
Approval: Project Kick-Off Meeting
Will be submitted for approval:
Schedule project kick-off meeting
Will be submitted
Finalize and communicate project plan
The final project plan includes all the necessary details, resources, and timelines for the project. In this task, we will finalize and communicate the project plan. What updates or adjustments need to be made to the project plan? How will the plan be communicated to the team and stakeholders? Let's finalize and communicate the project plan.
1
Email
2
Meeting
3
Project Management Tool
4
Document Sharing Platform
5
Other
Monitor project progress and performance
Monitoring project progress and performance helps to ensure that the project is on track and meeting its objectives. In this task, we will monitor the project progress and performance. How will we track the progress of each task? What metrics or indicators will we use to measure performance? Let's establish a monitoring system for the project.
1
Task Completion Percentage
2
Task Status Updates
3
Time Tracking
4
Milestone Achievements
5
Other
1
Budget Variance
2
Schedule Variance
3
Quality Metrics
4
Customer Satisfaction
5
Other
Conduct project status meetings
Project status meetings provide an opportunity to discuss the progress, challenges, and next steps of the project. In this task, we will conduct project status meetings. How often should the meetings take place? Who needs to attend? What topics should be covered in the meetings? Let's plan and conduct project status meetings.
1
Weekly
2
Bi-weekly
3
Monthly
4
As needed
5
Other
1
Task Updates
2
Risks and Issues
3
Resource Allocation
4
Timeline Review
5
Other
Update project plan as needed
The project plan should be a living document that is updated as the project progresses and new information becomes available. In this task, we will update the project plan as needed. What updates or adjustments need to be made to the plan? How will the team be notified of the changes? Let's keep the project plan up to date.
