4 steps to creating a project plan your team will love
TRANSCRIPT
4 S T E P S T O C R E A T I N G A
P R O J E C T P L A N
Y O U R T E A M W I L L L O V E
O v e r v i e w
1 Complete the project statement
2 Define and allocate tasks
3 Add other project artifacts
4 Assign the work
C o m p l e t e t h eP r o j e c t
S t a t e m e n t
The Project Statement is also known as
the Project Profile, Project Charter or
Project Definition. This is the master
project document and communicates
to one and all the intention of the
project and highlevel information.
In this document you will want to
make very clear what the goal of the
project is. It is important for all
involved to know where the finish line
is. Some of this Project Statement
information (e.g. status, scheduled
finish date, etc.) gets updated
throughout the course of the project
and in many cases, statement
information is used to collate project
status reports as the project
progresses.
1
D e f i n e a n dA l l o c a t e T a s k s
Decide on the tasks needed to complete
the project successfully or at least the
tasks you know about at this stage. You
might elect to use a simple task list or
maybe a WBS (work breakdown
structure) that has parent and subtasks
and dependencies between tasks (i.e.
one task cannot start until the previous
task finishes). At this stage you may
also elect to use Microsoft Project to
draw up the task list and assignments.
If you use Microsoft Project to create
your WBS, you should be aware that
Microsoft SharePoint and Microsoft
Project Professional have very tight
integration with a two way sync feature.
2
A d d O t h e rP r o j e c t
A r t i f a c t s
Assuming you have created your Project
Statement and project tasks, you can now
create any extra artifacts required to
manage your project. If you are lucky
enough to have local guidance, you are
creating the artifacts from given
templates. If you are really lucky, you are
creating the artifacts using templates
given in your collaborative site.
Candidate artifacts include goals,
documents, issues, risks, etc. In essence
these are the project management sub
processes for your project.
3
A s s i g nt h e w o r k
Some project managers tend to do more
work on the project than they need to and
often find it difficult to delegate. Given that
we are talking about collaborative project
management, it is important to remember
that the project work can and should be
delegated.
4
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