Efficiently manage your project with our "Project Management Tracking Template", covering key aspects from initiation to closure.
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Define the project scope
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Identify major deliverables
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Break major deliverables into tasks
4
Estimate time for each task
5
Assign resources to each task
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Create a detailed project schedule
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Communicate the project plan to team members
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Begin tracking project progress against the plan
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Identify any issues that may impact project timeline or budget
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Approval: Risk Assessment
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Communicate any changes to project plan to stakeholders
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Continually monitor project progress and make adjustments as necessary
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Conduct regular project status meetings with team members
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Approval: Project Status Update
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Prepare final project reports and documents
16
Get final sign-off from project sponsor or client
17
Conduct project post-mortem and identify lessons learned
18
Approval: Final Project Documentation
19
Archive all project documents and confirm all contractual obligations have been met
20
Close the project
Define the project scope
In this task, you will define the scope of the project, which includes clearly identifying the project objectives, deliverables, and boundaries. The scope defines what will be included in the project and what will be excluded. It sets the foundation for planning and managing the project effectively.
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Internal team members
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Clients or customers
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Executive management
4
Third-party vendors
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Regulatory bodies
Identify major deliverables
In this task, you will identify the major deliverables of the project. A deliverable is a measurable result or outcome that contributes to achieving the project objectives. Identifying the major deliverables helps in organizing and planning the project tasks.
Break major deliverables into tasks
In this task, you will break down the major deliverables into smaller tasks. Breaking down the tasks helps in defining the specific activities required to complete each deliverable, assigning responsibilities, estimating time and resources, and tracking progress.
Estimate time for each task
In this task, you will estimate the time required to complete each task. Estimating the time helps in scheduling the project activities, allocating resources, and managing project timelines effectively.
Assign resources to each task
In this task, you will assign resources to each task. Resources include people, equipment, materials, or any other required assets. Assigning resources helps in ensuring that the necessary resources are available and allocated appropriately to complete the tasks.
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High
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Medium
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Low
Create a detailed project schedule
In this task, you will create a detailed project schedule. The project schedule includes the start and end dates for each task, dependencies between tasks, and any constraints or milestones. Creating a schedule helps in managing project timelines, coordinating resources, and keeping the project on track.
Communicate the project plan to team members
In this task, you will communicate the project plan to the team members. Communicating the plan helps in ensuring that everyone understands their roles, responsibilities, and the overall project timeline. It promotes collaboration, alignment, and accountability among team members.
Project Plan - {{form.Email_subject}}
Begin tracking project progress against the plan
In this task, you will begin tracking the project progress against the plan. Tracking the progress helps in monitoring the actual performance, identifying any deviations, and taking necessary actions to keep the project on track. It helps in ensuring that the project is progressing as per the planned schedule.
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Not Started
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In Progress
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Completed
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Delayed
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On Hold
Identify any issues that may impact project timeline or budget
In this task, you will identify any issues that may impact the project timeline or budget. Issues can be risks, constraints, dependencies, or any other factors that could potentially cause delays or cost overruns. Identifying issues helps in proactively addressing them and minimizing their impact on the project.
Approval: Risk Assessment
Will be submitted for approval:
Define the project scope
Will be submitted
Identify major deliverables
Will be submitted
Break major deliverables into tasks
Will be submitted
Estimate time for each task
Will be submitted
Assign resources to each task
Will be submitted
Create a detailed project schedule
Will be submitted
Communicate the project plan to team members
Will be submitted
Begin tracking project progress against the plan
Will be submitted
Identify any issues that may impact project timeline or budget
Will be submitted
Communicate any changes to project plan to stakeholders
In this task, you will communicate any changes to the project plan to the stakeholders. Changes can include modifications to the scope, timeline, resources, or any other aspect of the project. Communicating changes helps in keeping the stakeholders informed and obtaining their buy-in for the revised plan.
Project Plan Changes - {{form.Email_subject}}
Continually monitor project progress and make adjustments as necessary
In this task, you will continually monitor the project progress and make adjustments as necessary. Monitoring the progress helps in ensuring that the project is on track and meeting the desired outcomes. Making adjustments includes re-allocating resources, revising timelines, or taking corrective actions as required.
Conduct regular project status meetings with team members
In this task, you will conduct regular project status meetings with the team members. Project status meetings provide an opportunity to review the progress, discuss any issues or challenges, and ensure that everyone is aligned and informed. These meetings foster collaboration, communication, and accountability among team members.
Approval: Project Status Update
Will be submitted for approval:
Begin tracking project progress against the plan
Will be submitted
Identify any issues that may impact project timeline or budget
Will be submitted
Conduct regular project status meetings with team members
Will be submitted
Prepare final project reports and documents
In this task, you will prepare the final project reports and documents. Final project reports summarize the project outcomes, achievements, lessons learned, and any recommendations for future projects. These reports provide a record of the project and serve as a reference for future similar projects.
Get final sign-off from project sponsor or client
In this task, you will obtain the final sign-off from the project sponsor or client. The sign-off indicates the formal acceptance of the project outcomes and the closure of the project. It ensures that all project objectives have been met and the project is considered complete.
Final Project Sign-off - {{form.Email_subject}}
Conduct project post-mortem and identify lessons learned
In this task, you will conduct a project post-mortem and identify the lessons learned. The post-mortem analysis helps in evaluating the project outcomes, identifying strengths and areas for improvement, and capturing the knowledge and experience gained from the project. The lessons learned are valuable for future projects and continuous improvement.
Approval: Final Project Documentation
Will be submitted for approval:
Prepare final project reports and documents
Will be submitted
Get final sign-off from project sponsor or client
Will be submitted
Archive all project documents and confirm all contractual obligations have been met
In this task, you will archive all project documents and confirm that all contractual obligations have been met. Archiving the project documents helps in preserving the project records for future reference. Confirming the contractual obligations ensures that all the agreed-upon terms and conditions have been fulfilled.
Close the project
In this task, you will officially close the project. Closing the project involves evaluating the project outcomes, finalizing any pending tasks or deliverables, obtaining the necessary approvals and sign-offs, and conducting a project review. The closure process ensures that the project is formally concluded and all loose ends are tied up.
