{"id":21805,"date":"2020-02-25T18:22:52","date_gmt":"2020-02-25T18:22:52","guid":{"rendered":"https:\/\/www.process.st\/templates\/project-management-process-6\/"},"modified":"2024-02-29T01:28:37","modified_gmt":"2024-02-29T01:28:37","slug":"project-management-process-6","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/project-management-process-6\/","title":{"rendered":"Project Management Process"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iiXLXU-FhkSb3req5CRL4g.png\" alt=\"Introduction\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iiXLXU-FhkSb3req5CRL4g.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Without structure and some sort of tracking method, any and every project will quickly fall into disarray and run both over schedule and over budget. You need to be able to do more than just say \"on your merry way\" to the teams you need to get the task completed.<\/p>\n<p>Unfortunately, the project management process varies wildly based on the source you consult, so we here at <a href=\"https:\/\/www.process.st\/\" target=\"_blank\" rel=\"nofollow noopener\">Process Street<\/a> have created this easy-to-use template to suit any and every project.<\/p>\n<p>From project conception and planning to the final stages of closing, this template&nbsp;provides the basic framework to keep every one of your projects on track and target.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conception-and-initiation\">\n<h2>Conception and Initiation:<\/h2>\n<\/section>\n<section id=\"record-the-basic-idea\">\n<h2>Record the basic idea<\/h2>\n<div class=\"text-content\">\n<p>First up in our project management process, you need to <strong>record<\/strong> what the <strong>idea for the project<\/strong> is. Do so using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Basic Project Idea <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"detail-its-value\">\n<h2>Detail its value<\/h2>\n<div class=\"text-content\">\n<p>Now you need to <strong>record<\/strong> the <strong>value of the project<\/strong> to your company or organization. Write what benefit you believe the project&nbsp;will bring in the form field below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Benefit <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"get-approval\">\n<h2>Get approval<\/h2>\n<div class=\"text-content\">\n<p>The final step in the conception and initiation phase is to <strong>gain approval<\/strong> to proceed further with the project. <strong>Record<\/strong> the <strong>relevant parties below<\/strong>, and their decision as to whether or not the project will go ahead.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Sources of Approval <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Approval Status <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Provisions \/ Extra Comments <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"definition-and-planning\">\n<h2>Definition and Planning:<\/h2>\n<\/section>\n<section id=\"draw-up-a-project-plan\">\n<h2>Draw up a project plan<\/h2>\n<div class=\"text-content\">\n<p>Kicking off the definition and planning phase, you now need to <strong>draw up<\/strong> <strong>a project plan<\/strong>. Provide or link to a copy of this plan using the <strong>form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Plan <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-a-budget\">\n<h2>Set a budget<\/h2>\n<div class=\"text-content\">\n<p>This is pretty much what it says on the tin; it's time to <strong>set<\/strong> a <strong>project budget<\/strong> using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Budget <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"state-the-available-resources\">\n<h2>State the available resources<\/h2>\n<div class=\"text-content\">\n<p>Now you need to <strong>state<\/strong> the <strong>resources<\/strong> which will be <strong>available for the project<\/strong>. Like most other sections of the definition and planning step, this may need to change depending on problems which arise, but for now lay out the ground level of required resources.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Resources Required <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"lay-out-a-timeline\">\n<h2>Lay out a timeline<\/h2>\n<div class=\"text-content\">\n<p>Although this requires a little prediction, you now need to <strong>set<\/strong> <strong>a timeline<\/strong> for the project to take place. Remember that this is subject to change based on developments in the project, so for now just focus on setting a reasonable deadline.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Projected Start Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Projected End Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"launch-and-execution\">\n<h2>Launch and Execution:<\/h2>\n<\/section>\n<section id=\"have-the-kickoff-meeting\">\n<h2>Have the kickoff meeting<\/h2>\n<div class=\"text-content\">\n<p>Whilst it's the only entry in our launch and execution project management steps, the <strong>kickoff meeting<\/strong> as a number of vital aspects, all of which must be covered. Work through the <strong>sub-checklist<\/strong> and <strong>form fields<\/strong> below to not miss a thing.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Meet with all involved\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Convey the project\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Cover all important project information\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Discuss and assign tasks to suitable team members\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Detail all project responsibilities \/ chain of command\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Lay out when regular communication will take place\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Kickoff Meeting Notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Project Responsibilities <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Start Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"performance-and-control\">\n<h2>Performance and Control:<\/h2>\n<\/section>\n<section id=\"record-kpis\">\n<h2>Record KPIs<\/h2>\n<div class=\"text-content\">\n<p>Now that the project's kicked off, it's time to <strong>record<\/strong> the <strong>KPIs<\/strong> you will be using to <strong>monitor<\/strong> the <strong>project's progress<\/strong> with. Do so in the form field below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> KPIs <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"keep-communicating\">\n<h2>Keep communicating<\/h2>\n<div class=\"text-content\">\n<p>Remember to <strong>keep up<\/strong> your <strong>regular communication<\/strong>&nbsp;with the relevant teams. Doing so will give you a good handle on the progress of the project and the problems being encountered.<\/p>\n<p><strong>Record<\/strong> the <strong>problems which arise<\/strong> using the <strong>form field<\/strong> below, and if required, be sure to <strong>re-assign resources<\/strong> or team members to deal with these issues accordingly.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Problems During Project <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"close\">\n<h2>Close:<\/h2>\n<\/section>\n<section id=\"ensure-project-is-complete\">\n<h2>Ensure project is complete<\/h2>\n<div class=\"text-content\">\n<p>The first step in the project's close is to <strong>ensure<\/strong> that <strong>all tasks<\/strong> have indeed been <strong>completed<\/strong>. If this is not the case, you need to arrange the necessary resources in order to get them done.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"terminate-contractors\">\n<h2>Terminate contractors<\/h2>\n<div class=\"text-content\">\n<p>Once all tasks are complete, any <strong>contractors<\/strong> hired to work on the project need to be <strong>terminated<\/strong>. This is to ensure both that there are no loose ends upon final evaluation&nbsp;and to pay no more than is required.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assess-project-outcome\">\n<h2>Assess project outcome<\/h2>\n<div class=\"text-content\">\n<p>The final stage in our project management steps is to <strong>assess<\/strong> and <strong>evaluate<\/strong> the <strong>finished project<\/strong>. All outcomes of this final evaluation should be recorded using the <strong>form<\/strong> fieldbs below before the project is either laid to rest or taken further into the next project.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Final Budget <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Finish Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How Problems Were Overcome <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Final Project Report <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Without structure and some sort of tracking method, any and every project will quickly fall into disarray and run both over schedule and over budget. You need to be able to do more than just say \"on your merry way\" to the teams you need to get the task completed. Unfortunately, the project management [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":8255,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"19","template_description":"Run this checklist to manage and complete each project in your pipeline","template_id":"ne4jU_rNhOpsowxE1Y9PyA","task_0":"Introduction","task_slug_0":"introduction","task_1":"Conception and Initiation:","task_slug_1":"conception-and-initiation","task_2":"Record the basic idea","task_slug_2":"record-the-basic-idea","task_3":"Detail its value","task_slug_3":"detail-its-value","task_4":"Get approval","task_slug_4":"get-approval","task_5":"Definition and Planning:","task_slug_5":"definition-and-planning","task_6":"Draw up a project plan","task_slug_6":"draw-up-a-project-plan","task_7":"Set a budget","task_slug_7":"set-a-budget","task_8":"State 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