There’s no problem with setting guardrails during the project planning phase and readjusting later if needed. Projects tend to go off the rails without some level of constraint or control. Just make sure you have a sense for how much time you want to spend on the overall project. It’s recommended that you start by defining your project scope. How you’ll work with the stakeholder team to ensure you get it all done on time and under budget (the fun part!).Key project milestones (like deliverable reviews and meetings).The plan you create here will lead your team through the execution, performance, and closure phases of the project management process.Īs part of your project plan, you’ll want to consider these factors:
The project planning phase is where you’ll lay out every detail of the plan from beginning to end. While you can proceed without every detail documented, it’s a good idea to be in agreement on goals and intended outcomes.
It’s also a great way to get all involved parties and stakeholders aligned on what’s to come. This kind of background is invaluable to a team when kicking off a project. The best way to understand the challenges and goals is through a project brief that outlines the purpose and needs of the project in conjunction with the business case. That research will then inform what can be done to reduce the number of calls. For instance, if a company is looking to cut down the number of customer service calls they receive, they’ll research and explore what’s driving the number of calls. What happens here will set the tone and goals for what’s to come.Ī project usually arises from a business need or goal aimed at solving a problem or exploring new ways to do business. The objective is to identify the why behind the project and the project goals-usually the business case-and to do preliminary research on project feasibility. This is arguably the most critical phase of the project management process.
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