Master your projects with the Simple Project Planning Template, streamlining everything from goal identification to post-mortem analysis.
1
Identify Project Goals
2
List out Stakeholders
3
Define Roles and Responsibilities of Team Members
4
Define Project Deliverables
5
Define Project Schedule
6
Define the Budget
7
Approval: Budget
8
Create Project Plan Draft
9
Risk Management Planning
10
Resource Planning
11
Approval: Plan from Project Manager
12
Communication Planning
13
Develop Quality Management Plan
14
Monitor Project Progress
15
Perform Risk Monitoring
16
Perform Change Management
17
Project Review
18
Approval: Project Closure from Sponsor
19
Archiving Project Documents
20
Conducting a Post Mortem Analysis
Identify Project Goals
In this task, the project goals will be identified. This includes understanding the purpose and desired outcomes of the project. Consider the impact on the overall process and how it aligns with the organization's objectives. Identify the key results and milestones to achieve. What challenges might arise? What resources or tools will be needed?
List out Stakeholders
This task involves identifying and listing all the stakeholders involved in the project. Stakeholders are individuals or groups that have an interest or influence in the project. Consider both internal and external stakeholders. Who will be affected by the project and who can contribute to its success? Identify their roles and responsibilities.
Define Roles and Responsibilities of Team Members
In this task, the roles and responsibilities of team members will be defined. Clearly define each team member's role, their responsibilities, and the tasks they will be accountable for. Consider the skills and expertise required for each role. How will the team collaborate and communicate effectively?
Define Project Deliverables
This task involves defining the project deliverables. What are the tangible or measurable outcomes that will be produced by the project? Clearly define the deliverables, their specifications, and any dependencies or constraints. How will the deliverables be reviewed and approved?
Define Project Schedule
In this task, the project schedule will be defined. Create a timeline or Gantt chart outlining the major tasks, milestones, and their estimated durations. Consider dependencies between tasks and allocate resources accordingly. How will the schedule be communicated and updated?
Define the Budget
This task involves defining the project budget. Consider the resources required and estimate their costs. Identify any budget constraints or limitations. How will the budget be monitored and controlled throughout the project?
Approval: Budget
Will be submitted for approval:
Define the Budget
Will be submitted
Create Project Plan Draft
In this task, a draft of the project plan will be created. The project plan outlines the overall approach, methodology, and activities required to achieve the project goals. Include the key elements such as scope, objectives, deliverables, timelines, resources, and risks. How will the project plan be reviewed and approved?
Risk Management Planning
This task involves planning for risk management. Identify potential risks and their impacts on the project. Develop a risk mitigation and contingency plan. How will risks be monitored and reported? What actions will be taken to minimize or address risks?
1
Technical issues
2
Resource constraints
3
Change in project scope
4
Budget overruns
5
External dependencies
Resource Planning
In this task, resource planning will be done. Identify the resources required to execute the project. This includes human resources, equipment, materials, or tools. Consider the availability and allocation of resources. How will the resources be acquired and managed?
1
Human resources
2
Equipment
3
Materials
4
Tools
5
Technology
Approval: Plan from Project Manager
Will be submitted for approval:
Create Project Plan Draft
Will be submitted
Communication Planning
This task involves planning for effective communication throughout the project. Identify the communication channels, frequency, and stakeholders involved. Consider both internal and external communication needs. How will the communication be documented and tracked?
1
Email
2
Meetings
3
Project management software
4
Phone calls
5
Instant messaging
Develop Quality Management Plan
This task involves developing a quality management plan. Define the quality standards and metrics for the project deliverables. Identify the quality control and assurance activities. How will the quality be measured, monitored, and improved?
Monitor Project Progress
In this task, the project progress will be monitored. Track the actual progress against the planned schedule and milestones. Identify any deviations or delays. How will the progress be reported and communicated?
Perform Risk Monitoring
This task involves monitoring the identified risks throughout the project. Keep track of the likelihood and impact of each risk. Regularly review the effectiveness of the risk mitigation measures. How will the risk monitoring findings be communicated and acted upon?
1
Low risk
2
Medium risk
3
High risk
4
No significant changes
5
Mitigation measures required
Perform Change Management
In this task, change management will be performed. Identify and evaluate any proposed changes to the project scope, deliverables, or schedule. Assess the impact of the changes and determine the necessary actions. How will the change requests be reviewed, approved, and implemented?
1
Evaluate proposed changes
2
Assess impact and feasibility
3
Review change requests
4
Obtain approval
5
Implement approved changes
Project Review
This task involves conducting a project review. Evaluate the overall project performance against the defined goals and metrics. Identify lessons learned and best practices. How will the project review findings be documented and communicated?
1
Achieved goals
2
Lessons learned
3
Areas for improvement
4
Best practices
5
Recommendations
Approval: Project Closure from Sponsor
Will be submitted for approval:
Project Review
Will be submitted
Archiving Project Documents
In this task, project documents will be archived for future reference. Determine the documents to be archived, their storage format, and location. How will the archived documents be organized and accessed?
1
Project plans
2
Meeting minutes
3
Reports
4
Contracts
5
Budget documents
Conducting a Post Mortem Analysis
This task involves conducting a post mortem analysis of the project. Reflect on the successes, challenges, and lessons learned from the project. Identify areas for improvement and recommendations for future projects. How will the post mortem analysis findings be documented and shared?
