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Project Management Plan: Samples, Examples & Free Template

Learn how to create a project management plan that actually works and ensures you get your project over the line on time and on budget, with samples and examples

Table of Contents

What is a project management plan, what is a project management plan used for, what are the main elements of a project plan, how to write a project management plan, sample project management plan outline, using our project management plan template to build your project plan, project management plan: faq's.

A project management plan is a comprehensive document that outlines how a project will be executed, monitored, controlled and closed. For project managers and their teams, it's the ultimate toolkit for achieving their objectives while managing day-to-day pressures such as time, cost, scope, resourcing and risk. This guide outlines what a project management plan is used for, why it's important , and offers a step-by-step guide on how to make one that actually works.

Your project plan document is where you go deep on the ins, outs, overs, and unders of your project. It's where you break this vision down into the day-to-day execution of your project, covering everything you need to do to reach your project goals.

A detailed project plan will plot out everything from timelines to budget, resourcing to deliverables, and more, giving you a blueprint of what needs to be done (and when) that you can use to guide — and assess — your project.

The key components of a project management plan are:

Project Objectives

Scope Statement

Schedule Management

Cost Management

Resource Management

Communication Plan

Stakeholder Management

Procurement Management

Closure Criteria

Project Organization

Ready to get down to business? Here are 5 key things you need to do when writing a project plan.

1. Identify the baselines for your project

Before you begin writing a project plan, you need to make sure you have the basics down. Start by identifying the baselines for the project’s scope, schedule and cost, as the rest of your project planning will need to fit in around those constraints.

As mentioned above, these baselines should already be roughly outlined in your project charter — but here’s where you really start to map them out and create accurate estimates. And the more detailed, the better, because these are what you’ll be using for comparison to measure how your project performs.

2. Identify your project dependencies

Or in other words, ask yourself: what needs to happen before this other thing can happen? Identifying your project dependencies at the outset of your project means you can plan your timelines more efficiently, spot potential blockers, and ensure that you avoid unnecessary delays.

3. Identify project stakeholders

You’ll already have done the groundwork for this in your stakeholder analysis, but as you flesh out your project management plan and think through the phases of your project in more detail, you’ll likely start to find more project stakeholders at each phase.

Now is also a good time to go deeper on which stakeholders need to be informed and involved at which stages, for a more comprehensive stakeholder management plan you can use at each phase of your project.

4. Identify project milestones

What are the key markers of your project’s progress? It can be a concrete deliverable, the end of a phase in a stage-gate process — whatever milestones make sense to you, breaking your project down into manageable chunks, each with a defined goal, helps to keep the team motivated, allows you to celebrate each achievement, and signposts how the overall progress is coming along.  Learn more about using Milestones here .

5. Identify who’s responsible for what

Once you start to get a big-picture understanding of the work that’s needed and the resources you have to complete it, you can start deciding who should do what. Giving each item an owner is essential to getting things done. No more “oh, was I supposed to do that?” — once you identify who’s responsible for what, you can ensure accountability and transparency.

The 5 Stages of Team Development

All teams develop according to some natural patterns and using that knowledge, you can offer some guidance to build the kind of team that communicates well and finds better ways to collaborate and achieve the goals you’ve established. Here’s what you need to know.

Now let's go through a sample project plan. In the below example, we highlight the main sections of the plan and what needs to be included in each one to set your project up for success.

Section 1: Executive summary

The executive summary offers a concise overview of the entire project. It includes key highlights such as the project's purpose, objectives, scope, timeline, budget, and major stakeholders. It's often the first section stakeholders read to get a high-level understanding of the project.

Section 2: Project introduction

This section sets the stage by providing context and background information about the project. It explains why the project is being undertaken and introduces the main objectives and scope of the project.

Section 3: Project objectives

Here, the project's specific goals and objectives are outlined in detail. Objectives should be SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) to provide clarity and guidance.

Section 4: Project scope

The scope section defines what is included and excluded from the project. It helps prevent scope creep by establishing clear boundaries and also mentions any assumptions and constraints that may affect the project.

Section 5: Schedule management

This section details the project's timeline, including milestones and deadlines. It breaks down the project into tasks and identifies task dependencies. Often, visual representations like Gantt charts are used for clarity.

Section 6: Cost management

Here, the project budget is presented, including cost estimates for various project components. It may also outline cost control measures to ensure the project stays within budget.

Section 7: Quality management

This section focuses on the quality standards and objectives for the project. It describes quality control and assurance processes, as well as any inspection and testing procedures that will be implemented.

Project management template

Save time on setup without sacrificing attention to detail. With our project management template, you can quickly create project management plans that help you complete your project on time and on budget.

Section 8: Resource management

In this section, the project team is introduced, and roles and responsibilities are defined. It addresses resource allocation, scheduling, and, if applicable, procurement needs.

Section 9: Risk management

The risk management section identifies potential risks and uncertainties that could impact the project. It discusses risk assessment, prioritization, and mitigation strategies to reduce the impact of these risks.

Section 10: Communication plan

The communication plan outlines how project information will be shared with stakeholders and team members. It specifies communication methods, frequency, and reporting channels to ensure effective communication throughout the project.

Section 11: Stakeholder management

This section lists project stakeholders and analyzes their interests, influence, and expectations. It also outlines strategies for engaging and managing these stakeholders to ensure their needs are addressed.

Section 12: Procurement management

If procurement of goods or services is involved, this section explains the procurement strategy, vendor selection criteria, and how contracts will be managed.

Section 13: Change management

Change management procedures are detailed here, including how changes to the project scope, schedule, or other aspects will be requested, evaluated, approved, and communicated.

Section 14: Closure criteria

Criteria for determining when the project is complete and ready for closure are specified in this section. It may also include plans for project handover and post-project evaluation.

Section 15: Project organization

This section describes the project team's structure, roles, and responsibilities, ensuring everyone understands their positions and reporting lines. It may also mention external stakeholders and their roles if applicable.

Once you’ve documented your project management plan, bring it to life with a project management tool that will help you to stay on track, keep your team accountable, and promote transparency.

Here are 3 ways you can use Teamwork.com to supercharge your project management plan.

Add your supporting documentation to Teamwork Spaces

Use the Teamwork.com and Teamwork Spaces integration to link a project in Teamwork.com with a space in Teamwork Spaces, so your important project documents are only ever a click away.

Some documents you might want to add in addition to your project charter and project management plan include:

Scoping documents

Risk assessments

Change management plans

SOPs for important project processes

List of stakeholders and their roles

Outline of approval processes

Communications management plan

Any other best practices documentation or supporting info as necessary

You can even embed task lists into your pages and mark tasks as complete right from Teamwork Spaces, so you can keep work flowing without even needing to switch tabs.

Start adding your Milestones

Break down your work into Milestones and task lists that are going to help you reach them. With Teamwork.com, you can assign an owner to each Milestone, map out your Milestone due dates and see them represented in the project calendar, and even get a full change history for milestones so you can track any edits.

Visualize your task dependencies with a Gantt chart

Gantt chart-style views are a useful way to get a visual representation of your tasks and their dependencies, allowing for better scheduling and resourcing. In Teamwork.com, you can drag and drop to quickly rearrange your project schedule , without throwing everything out of order or straying off-plan.

Remember: software should support the way you work, not dictate it. So regardless of methodology or team type, create a project plan that works for you and your team — and find a tool that helps you put it into action.

Use our project plan template

Now that you know how to create a project management plan that actually works, you’re ready to implement using our team management software . To help you get up and running quickly, we’ve created a ready to use project plan template . Our project template will help you quickly create project plans that ensure all of your projects are completed on time and on budget

What is a project management plan template?

A project management plan template is a pre-designed framework that provides a structured format for creating a project management plan. It serves as a starting point for project managers and teams to develop their specific project plans, saving time and ensuring that key project management components are properly addressed.

How can a template help you build a great project management plan?

A template can help you build a great project management plan by saving time, ensuring comprehensive coverage of project management aspects, and incorporating industry best practices and visual aids for clarity. They also support collaboration, version control, and customization to fit the unique needs of each project, making them a valuable tool for project managers in achieving successful project outcomes.

What is the main purpose of a project management plan?

The main purpose of a project management plan is to provide a comprehensive and structured roadmap for successfully executing, monitoring, controlling, and closing a project. It serves as a central document that outlines project objectives, scope, schedule, budget, quality standards, resource allocation, risk management strategies, and communication approaches.

What tools do I need to help manage a project plan?

To effectively manage a project plan, you'll need a set of tools and software that cover various aspects of project management. These include project management software, communication and collaboration platforms, file and document management solutions, time and task tracking apps, and budgeting and financial management tools.

What steps are involved in the project planning process?

The steps involved in the project planning process include defining specific project objectives and scope, identifying deliverables and key milestones, budgets, risk assessment and quality control measures. It should also include a communication plan and stakeholder engagement strategies.

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How to write an effective project plan in 6 simple steps

Contributing writer

If you’re a Type A personality, project planning might sound like music to your ears. Setting deadlines, organizing tasks, and creating order out of chaos — what’s not to love?

The reality is that project planning isn’t for everyone. In one survey by Association for Project Management, 76% of project professionals said their main project was a source of stress . Poor planning, unclear responsibilities, and overallocation are often the culprits behind the stress. 

An effective project plan helps teams stay within budget, scope, and schedule, while delivering quality work. In short, it gets you to the finish line without the stress.  

What is a project plan?

A project plan, also known as a work plan, is a blueprint of your project lifecycle. It’s like a roadmap — it clearly outlines how to get from where you are now (the beginning of the project) to where you want to go (the successful completion of the project). 

“A project plan is an action plan outlining how…[to] accomplish project goals,” says Jami Yazdani , certified Project Management Professional (PMP), project coach, project management consultant, and founder of Yazdani Consulting and Facilitation . 

A comprehensive project plan includes the project schedule, project scope, due dates, and deliverables. Writing a good project plan is key for any new, complex project in the pipeline.

Why Are Project Plans Important?

Project plans allow you to visualize your entire project, from beginning to end—and develop a clear strategy to get from point A to point B. Project plans steer stakeholders in the right direction and keep team members accountable with a common baseline.  

Project plans help you stay agile

Projects are bound by what is traditionally called the “iron triangle” of project management . It means that project managers have to work within the three constraints of scope, resources (project budget and teams), and schedule. You cannot make changes to one without impacting the other two.    

Modern-day project management has shifted to a more agile approach, with a focus on quality. This means that resources and schedules remain unchanged but a fixed number of iterations (flexible scope) helps teams deliver better quality and more value. 

A project plan puts this “agile triangle” in place by mapping out resources, schedules, and the number of iterations — sprints if you’re using a Scrum framework and work in progress (WIP) limits if you’re using the Kanban methodology . 

As Yazdani points out, “Project plans help us strategize a path to project success, allowing us to consider the factors that will impact our project, from stakeholders to budget to schedule delays, and plan how to maximize or mitigate these factors.” 

Project plans provide complete visibility

A project plan, when created with a comprehensive project management software , gives you 360-degree visibility throughout the project lifecycle. 

As a project manager, you need a single source of truth on team members and their project tasks, project scope, project objectives, and project timelines. A detailed project plan gives you this visibility and helps teams stay on track.

Project plans also help to get everyone involved on the same page, setting clear expectations around what needs to be accomplished, when, and by who. 

“Project plans create a framework for measuring project progress and success,” says Yazdani. “Project plans set clear expectations for…stakeholders by outlining exactly what…will [be accomplished] and when it will be delivered.”

Project plans boost engagement and productivity

A well-written project plan clarifies how each individual team member’s contributions play into the larger scope of the project and align with company goals. When employees see how their work directly impacts organizational growth, it generates buy-in and drives engagement , which is critical to a project’s success. 

“Project plans provide…teams with purpose and direction,” says Yazdani. “Transparent project plans show team members how their individual tasks and responsibilities contribute to the overall success of the project, encouraging engagement and collaboration.”

How To Write A Project Plan in 6 Steps

Writing a project plan requires, well, planning. Ideally, the seeds for a project plan need to be sowed before internal project sign-off begins. Before that sign-off, conduct capacity planning to estimate the resources you will need and if they’re available for the duration of the project. After all, you want to set your teams up for success with realistic end dates, buffer time to recharge or catch up in case of unexpected delays, and deliver quality work without experiencing burnout .

Based on organizational capacity, you can lay down project timelines and map out scope as well as success metrics, outline tasks, and build a feedback loop into your project plan. Follow these project planning steps to create a winning plan:      

1. Establish Project Scope And Metrics

Defining your project scope is essential to protecting your iron, or agile, triangle from crumbling. Too often, projects are hit with scope creep , causing delays, budget overruns, and anxiety.

“Clearly define your project’s scope or overall purpose,” says Yazdani. “Confirm any project parameters or constraints, like budget, resource availability, and timeline,” says Yazdani.

A project purpose statement is a high-level brief that defines the what, who, and why of the project along with how and when the goal will be accomplished. But just as important as defining your project scope and purpose is defining what metrics you’re going to use to track progress.

“Establish how you will measure success,” says Yazdani. “Are there metrics, performance criteria, or quality standards you need to meet?”

Clearly defining what your project is, the project’s overall purpose, and how you’re going to measure success lays the foundation for the rest of your project plan—so make sure you take the time to define each of these elements from the get-go.

2. Identify Key Project Stakeholders 

Get clarity on the team members you need to bring the project to life. In other words, identify the key stakeholders of the project. 

“List individuals or groups who will be impacted by the project,” says Yazdani. 

In addition to identifying who needs to be involved in the project, think about how they’ll need to be involved—and at what level. Use a tool like Confluence to run a virtual session to clarify roles and responsibilities, and find gaps that need to be filled. 

Let’s say you’re managing a cross-functional project to launch a new marketing campaign that includes team members from your marketing, design, and sales departments. 

When identifying your key stakeholders, you might create different lists based on the responsibility or level of involvement with the project:

• Decision-makers (who will need to provide input at each step of the project)
• Managers (who will be overseeing employees within their department) 
• Creative talent (who will be actually creating the project deliverables for the campaign) from each department. 

Give your project plan an edge by using a Confluence template like the one below to outline roles and responsibilities.

Define roles, discuss responsibilities, and clarify which tasks fall under each teammate’s purview using this Confluence template. 

Getting clarity on who needs to be involved in the project—and how they’re going to be involved—will help guide the rest of the project plan writing process (particularly when it comes to creating and assigning tasks).

3. Outline Deliverables

Now is the time to get granular.

Each project milestone comprises a series of smaller, tangible tasks that your teams need to produce. While a big-picture view keeps teams aligned, you need signposts along the way to guide them on a day-to-day or weekly basis. Create a list of deliverables that will help you achieve the greater vision of the project. 

“What will you create, build, design, produce, accomplish or deliver?” says Yazdani. “Clearly outline your project’s concrete and tangible deliverables or outcomes.” Centralize these deliverables in a Trello board with designated cards for each one, like in the example below, so you keep work moving forward.

Each card on a board represents tasks and ideas and you can move cards across lists to show progress.

Defining the concrete items you need your project to deliver will help you reverse-engineer the things that need to happen to bring those items to life—which is a must before moving on to the next step.

4. Develop Actionable Tasks

Task management is an important component of any project plan because they help employees see what exactly they need to accomplish. Drill down those deliverables into actionable tasks to assign to your team. 

You can use either Confluence or Jira for different task management needs. If you want to track tasks alongside your work, like action items from a meeting or small team projects, it’s best to use Confluence. But if a project has multiple teams and you need insight into workflows, task history, and reporting, Jira makes it easy.      

“Let your deliverables guide the work of the project,” says Yazdani. “Break down each deliverable into smaller and smaller components until you get to an actionable task.” If a major deliverable is a set of content pieces, the smaller actionable tasks would be to create topic ideas, conduct research, and create outlines for each topic.  

Once you’ve broken down all of your deliverables into manageable, assignable subtasks, analyze how each of those tasks interacts with each other. That way, you can plan, prioritize, assign, and add deadlines accordingly.  

“Highlight any dependencies between tasks, such as tasks that can’t be started until another task is complete,” says Yazdani. “List any resources you will need to accomplish these tasks.”

When a task has multiple assignees, you need to streamline the workflow in your project plan. Say the content pieces you outlined need to be edited or peer-reviewed. A couple of articles may need an interview with a subject matter expert. Lay down a stage-by-stage process of each piece of content and pinpoint when each team member comes into play so you prevent bottlenecks and adjust timeframes.     

5. Assign Tasks And Deadlines

Assign tasks to your team and collaborate with employees to set deadlines for each task. When you involve employees in setting workloads and deadlines , you increase ownership and boost the chances of delivering quality work on time.  

After all, you want to move projects forward at a steady pace, but you also want to make sure your teams stay motivated and engaged. So, when writing your project plan, make sure to “set realistic and achievable deadlines for completing tasks and deliverables,” says Yazdani. “Highlight dates that are inflexible and factor in task dependencies. Add in milestones or checkpoints to monitor progress and celebrate successes .”

Use Jira and Confluence to create tasks that live alongside your project plan or meeting agendas.

Once you map out all of your tasks and deadlines, you should have a clear picture of how and when your project is going to come together—and the initial writing process is just about finished.

But that doesn’t mean your project plan is complete! There’s one more key step to the process.

6. Share, Gather Feedback, And Adjust The Project Plan As Necessary

While steps 1 through 5 may make up your initial writing process, if you want your project plan to be as strong and complete as it can be, it’s important to share it with your team—and get their input on how they think it can be improved.

“Share the plan with your project team and key stakeholders, gathering feedback to make adjustments and improvements,” says Yazdani. 

A tool like Confluence helps knowledge flow freely within teams and departments, leading to better teamwork, higher collaboration, and a shared understanding of priorities. Coworkers can use comments, mentions, notifications, and co-editing capabilities to provide and discuss feedback. 

After you gather your team’s feedback —and make any necessary adjustments based on that feedback—you can consider your project plan complete. Hooray! 

But as your project progresses, things may change or evolve—so it’s important to stay flexible and make changes and adjustments as needed.

“Expect to update your plan as you gather more information, encounter changing requirements and delays, and learn from feedback and mistakes,” says Yazdani. “By using your project plan to guide your activities and measure progress, you’ll be able to refine and improve your plan as you move through the project, tweaking tasks and deadlines as deliverables are developed.”

Download a  template to create your project plan and customize it based on your needs.

Example of a simple project plan 

A project plan doesn’t have to be a complicated spreadsheet with multiple tabs and drop-down menus. It’s best to use a project planning tool like Confluence — or at least a project plan template — to make sure you cover every aspect of the project. A simple project plan includes these elements:

• Project name, brief summary, and objective.
• Project players or team members who will drive the project, along with their roles and responsibilities.
• Key outcomes and due dates.
• Project elements, ideally divided into must-have, nice-to-have and not-in-scope categories.
• Milestones, milestone owners, and a project end date.
• Reference material relevant to the project.

Best Practices For Writing Effective Project Plans

A project planning process can quickly turn into a mishmash of goals and tasks that end up in chaos but these best practices can give you a framework to create a project plan that leads to success.

Use Other Project Plans For Inspiration

There’s no need to reinvent the wheel for every new project! Instead, look to other successful project plans for inspiration—and use them as a guide when writing the plan for your project.

“Review templates and plans for similar projects, or for other projects within your organization or industry, to get ideas for structuring and drafting your own plan,” says Yazdani.

To get started, use a Trello project management template and customize it for your project plan by creating unique lists and adding cards under each list.

Build your team’s ideal workflow and mark each stage of the project plan as a list, with cards for each task. 

Get Your Team Involved In The Process

You may be in charge of spearheading the project. But that doesn’t mean that you have to—or even that you should—write the project plan alone. 

“Collaborate with your project team and key stakeholders on crafting a project plan,” says Yazdani. “Input into the project plan supports buy-in to project goals and encourages continued engagement throughout the project.”

With Confluence , you can organize project details in a centralized space and build a project plan collaboratively.

Don’t Let Perfect Be The Enemy Of The Good

You may be tempted to write (and rewrite) your project plan until you’ve got every detail mapped out perfectly. But spending too much time trying to get everything “perfect” can actually hold up the project. So don’t let perfect be the enemy of the good—and instead of getting caught up in getting everything perfect from the get-go, stay willing and flexible to adjust your project plan as you move forward.

“Focus on outcomes, not plan perfection,” says Yazdani. “While it would be awesome for the first draft of our plan to require no changes while also inspiring our team and ensuring project success, our goal shouldn’t be a perfect plan. Our goal is a plan that allows us to successfully deliver on project goals. Responsiveness to changing needs and a shifting environment is more important than plan perfection.”

Use the right tools to succeed with your project plan

Writing a project plan, especially if you’re new to the process, can feel overwhelming. But now that you know the exact steps to write one, make sure you have the tools you need to create a strong, cohesive plan from the ground up—and watch your project thrive as a result. 

Atlassian Together can help with project planning and management with a powerful combination of tools that make work flow across teams.

Guide your team to project success with Atlassian Together’s suite of products.

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What is a Project Management Plan and How to Create One

By Midori Nediger , Dec 11, 2023

Have you ever been part of a project that didn’t go as planned?

It doesn’t feel good.

Wasted time, wasted resources. It’s pretty frustrating for everyone involved.

That’s why it’s so important to create a comprehensive project management plan   before your project gets off the ground.

In this guide, we’ll explore how to create and design a successful project management plan.

We’ll also showcase easy-to-customize project plan templates you can create today with our user-friendly drag-and-drop editor. Let’s get started!

  Click to jump ahead:

What is a project management plan?

5 things you need to know before creating a project management plan, what should a project management plan include, how do you write a project plan, project plan best practices, project management plan templates and examples, common mistakes to avoid when creating a project management plan.

A project management plan is a formal document that defines how a project is going to be carried out by outlining the scope, goals, budget, timeline and deliverables of a project. Its crucial role lies in ensuring the project stays on course.

You write a project plan  during the project planning stage of the  project life cycle , and it must be approved by stakeholders before a project can move on the execution stage.

If some of these terms are new to you, you can get up to speed with this post on project management terms . 

This means your project plan must be engaging, organized, and thorough enough to gain the support of your stakeholders.

Further Reading : New to project management? Read our blog post on the 4 stages of the project life cycle .

The importance of a project management plan

A well-developed project management plan sets the foundation for a successful project by providing a roadmap that guides the project team toward successful project completion. A good project management plan can ensure that:

• Project objectives and goals are clearly defined and understood
• Project scope is effectively managed
• Resources are allocated efficiently to maximize productivity and minimize waste
• Risks are identified, assessed and mitigated
• Project tasks and activities are well-organized and executed in a timely manner.
• Communication among team members , stakeholders and project sponsors is effective and transparent
• Changes to the project are properly evaluated, approved and implemented
• Lessons learned and best practices are documented for future reference and improvement
• Stakeholders are engaged and satisfied with the project outcomes
• The project is delivered within the specified timeline, budget and quality standards

Before diving into creating a project management plan, it is crucial to have a clear understanding of the project objectives and the expectations of stakeholders involved.

Without a firm grasp of these fundamental elements, your project may face significant challenges or fail to deliver the desired outcomes.

Here are key points to consider when creating a project management plan:

• Project Objectives: Clearly understand the project objectives and what you want to achieve. Identify the desired outcomes, deliverables and the purpose of the project.
• Scope of the Project: Determine the boundaries and extent of the project. Define what is included and excluded to ensure clarity and prevent scope creep .
• Stakeholders: Identify all stakeholders who will be impacted by or have an interest in the project. Understand their needs, expectations and level of involvement.
• Resources: Assess the resources required to execute the project successfully. This includes human resources, budget, equipment and materials. Determine their availability and allocation.
• Risks and Constraints: Identify potential risks, uncertainties and constraints that may affect the project. Understand the challenges, limitations and potential obstacles that need to be addressed.

Now that you have these key areas identified, let’s get started with creating your project plan.

Before you start assembling your own plan, you should be familiar with the main components of a typical project plan .

A project management plan should include the following sections:

• Executive summary: A short description of the contents of the report
• Project scope & deliverables: An outline of the boundaries of the project, and a description of how the project will be broken down into measurable deliverables
• Project schedule: A high-level view of project tasks and milestones ( Gantt charts are handy for this)
• Project resources: The budget, personnel, and other resources required to meet project goals
• Risk and issue management plan: A list of factors that could derail the project and a plan for how issues will be identified, addressed, and controlled
• Communication management plan: A plan for how team and stakeholder communication will be handled over the course of the project
• Cost and quality management plan: This section encompasses the project’s budget, cost estimation,and cost control mechanisms. It also includes quality assurance and control measures as well as any testing or verification activities to be performed.

Basically, a project plan should tell stakeholders what needs to get done, how it will get done, and when it will get done.

That said, one size doesn’t fit all. Every project management plan must be tailored to the specific industry and circumstances of the project. You can use a project management app for smoother project planning.

For example, this marketing plan looks client facing. It is tailored to sell the client on the agency:

Whereas this commercial development plan focuses on specific objectives and a detailed timeline:

With those basics out of the way, let’s get into how to write a project management plan that’s as engaging as it is professional.

Further Reading : If you’re looking to create a proposal, read our in-depth business proposal guide. Then try our job proposal templates or business proposal templates .

To write a successful project plan, follow these 5 steps below to create an effective project plan that serves as a valuable tool for project management:

1. Highlight the key elements of your project plan in an executive summary  

An executive summary is a brief description of the key contents of a project plan .

I t’s usually the first thing stakeholders will read, and it should act like a Cliff’s-notes version of the whole plan.

It might touch on a project’s value proposition, goals, deliverables, and important milestones, but it has to be concise (it is a summary, after all). First, make sure you develop a proof of concept .

In this example, an executive summary can be broken into columns to contrast the existing problem with the project solution:

The two-column format with clear headers helps break up the information, making it extremely easy to read at a glance.

Here’s another example of a project management plan executive summary. This one visually highlights key takeaways with big fonts and helpful icons:

In this case, the highlighted facts and figures are particularly easy to scan (which is sure to make your stakeholders happy).

But your executive summary won’t always be so simple.

For larger projects, your executive summary will be longer and more detailed.

This project management plan template has a text-heavy executive summary, though the bold headers and different background colors keep it from looking overwhelming:

It’s also a good idea to divide it up into sections, with a dedicated header for each section:

Regardless of how you organize your executive summary, it should give your stakeholders a preview of what’s to come in the rest of the project management plan.

2. Plot your project schedule visually with a Gantt chart

A carefully planned project schedule is key to the success of any project. Without one, your project will likely crumble into a mess of missed deadlines, poor team management, and scope creep.

Luckily, project planning tools like Gantt charts and project timelines make creating your project schedule easy. You can visually plot each project task, add major milestones, then look for any dependencies or conflicts that you haven’t accounted for.

For example, this Gantt chart template outlines high-level project activities over the course of an entire quarter, with tasks color-coded by team:

A high-level roadmap like the one above is probably sufficient for your project management plan. Every team will be able to refer back to this timeline throughout the project to make sure they’re on track.

But before project kickoff, you’ll need to dig in and break down project responsibilities by individual team member, like in this Gantt chart example:

In the later execution and monitoring phases of the project, you’ll thank yourself for creating a detailed visual roadmap that you can track and adjust as things change.

You can also use a project management tool to keep your team organized.

Further Reading:   Our post featuring  Gantt chart examples  and more tips on how to use them for project management.

3. Clarify the structure of your project team with a team org chart

One of the hardest aspects of project planning is assembling a team and aligning them to the project vision.

And aligning your team is all about communication–communicating the project goals, communicating stakeholder requests, communicating the rationale behind big decisions…the list goes on.

This is where good project documentation is crucial! You need to create documents that your team and your stakeholders can access when they have questions or need guidance.

One easy thing to document visually is the structure of your team, with an organizational chart like this one:

In an organizational chart you should include some basic information like team hierarchy and team member contact information. That way your stakeholders have all of the information they need at their fingertips.

But in addition to that, you can indicate the high-level responsibilities of each team member and the channels of communication within the team (so your team knows exactly what they’re accountable for).

Here’s another simple organizational structure template that you can use as a starting point:

Create an organizational chart with our organizational chart maker .

4. Organize project risk factors in a risk breakdown structure

A big part of project planning is identifying the factors that are likely to derail your project, and coming up with plans and process to deal with those factors. This is generally referred to as risk management .

The first step in coming up with a risk management plan is to list all of the factors at play, which is where a risk breakdown structure comes in handy. A risk breakdown structure is a hierarchical representation of project risks, organized by category.

This risk breakdown structure template, for example, shows project risk broken down into technical risk, management risk, and external risk:

Once you’ve constructed your risk breakdown structure, you’ll be ready to do a deep dive into each risk (to assess and plan for any triggers and outcomes).

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5. Plan ahead: create project status reports to communicate progress to stakeholders

As I mentioned earlier, communication is fundamental in any project.

But even so, something that’s often overlooked by project managers is a communication management plan–a plan for how the project team is going to communicate with project stakeholders . Too often, project communication defaults to ad-hoc emails or last-minute meetings.

You can avoid this by planning ahead. Start with a project kickoff meeting and include a project status report template as part of your communication plan.

Here’s an example of a simple project status report that you might send to stakeholders on a weekly basis:

This type of report is invaluable for communicating updates on project progress. It shows what you’ve accomplished in a clear, consistent format, which can help flag issues before they arise, build trust with your stakeholders , and makes it easy to reflect on project performance once you’ve reached your goals.

You might also want to include a broader status report for bigger updates on a monthly or quarterly basis, like this one:

The above template allows you to inform stakeholders of more major updates like new budget requirements, revised completion dates, and project performance ratings.

You can even include visualization of up-to-date project milestones, like this example below:

Want more tips on creating visuals to enhance your communications? Read our visual communication guide for businesses . 

Before you dive in, remember: a clear and adaptable plan is crucial for project success. Here are some best practices to keep your project plan on track:

• Use headers, columns and highlights to make your executive summary easy to read
• Plot your project schedule with a Gantt chart (with tasks color-coded by department or team member)
• Use visuals like organizational charts and risk breakdown structures to communicate across your team and with stakeholders
• Pick a flexible template that you can update to align with stakeholder requests

A project management plan is probably the most important deliverable your stakeholders will receive from you (besides the project itself).

It holds all of the information that stakeholders will use to determine whether your project moves forward or gets kicked to the curb.

That’s why it’s a good idea to start with a project management plan template. Using a template can help you organize your information logically and ensure it’s engaging enough to hold your stakeholders’ attention.

Construction project management plan template

Time is money, especially with construction projects. Having a construction plan template brings order to the chaos.

Instead of staring at a messy pile of construction stuff, you’ve got a plan that breaks everything down into bite-sized pieces.

And let’s not forget the paperwork. Construction projects have rules and regulations to follow. Your project plan helps you stay on the right side of the law with all the necessary documentation and compliance measures.

Start with a meticulous project overview, like in the second page of this template:

Though you may think this project will be similar to others you’ve done in the past, it’s important to nail the details.

This will also help you understand the scope of work so you can estimate costs properly and arrive at a quote that’s neither too high or low. Ontario Construction News has great advice on this process.

Simple project management plan template

This simple project management plan template that clearly lays out all of the information your stakeholders will need:

Simple project management communication plan template

A key part of project management is making sure everyone’s in the loop. A project communication plan ensures everyone knows how, where, who and when the team will communicate during the course of the project. Also construction scheduling is a critical aspect of the project management plan as it helps to ensure that all necessary tasks are completed within the allocated time frame and budget.

The key is to figure out what kind of communications is valuable to stakeholders and what is simply overwhelming and won’t lead to better decisions.

This template clearly outlines all of these factors to help manage expectations and eliminate confusion about what will get communicated and when:

Commercial development project plan template

The below project management plan template is simple and minimal, but still uses a unique layout and simple visuals to create an easy-to-read, scannable project overview.

This template is perfect for building or construction management , or any technical projects:

When picking a project plan template, look for one that’s flexible enough to accommodate any changes your stakeholders might request before they’ll approve the project. You never know what might change in the early planning stages of the project! You can also use project management tools to help you with your planning !

Creating a solid project management plan is crucial for setting your project up for success. Here are some common mistakes to avoid:

• Lack of clear goals: Don’t just have a vague idea of what you want to achieve. Define clear, SMART goals (Specific, Measurable, Achievable, Relevant and Time-bound) for your project. That way, everyone will be on the same page and it’ll be easier to measure progress effectively.
• Unrealistic timelines: Be optimistic, but also realistic. Don’t underestimate the time required for tasks. Factor in potential delays and buffer time when creating your project schedule.
• Scope creep: New requirements mid-project can affect deadlines and budgets. Plan the project clearly upfront, and take into consideration any changes that might come up.
• Poor communication: Communication is key throughout the project lifecycle. Regularly update stakeholders, team members and clients on progress, roadblocks and changes.
• Ignoring risks: Things don’t always go according to plan. Identify potential risks upfront and have a mitigation strategy in place for each one.
• Not involving stakeholders: Get key stakeholders involved early on. This helps manage everyone’s expectations and that you have the buy-in you need for success.
• Neglecting resource constraints: Don’t overload your team or underestimate the resources needed. Carefully consider the skills, time and budget available when planning your project.
• Micromanaging: Trust your team! Delegate tasks effectively and give them the autonomy they need to do their jobs.
• Failing to document: Keep good records. Document project decisions, plans and communication. This helps maintain transparency and ensures everyone has access to the latest information.
• Not adapting to change: Be prepared to adapt your plan as needed. Projects are rarely static, so be flexible and willing to adjust your approach based on new information or developments.

So, that’s the scoop on project management plans! I hope this piece will help you to avoid confusion, keep expectations in check and be ready to tackle any bumps for your upcoming projects.

If you ever need a revision, just follow the steps we talked about, use those best practices and you’ll have a plan that sets your project up for a win. Just remember, even the best plans need some tweaking sometimes. Be flexible and adjust as needed and you’re good to go!

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A guide to project planning (with template and examples)

“Hi, Aniket, good to see you again!” My manager greeted me after I came back from my two-month annual vacation to India. Back then, I was working as a product manager at Zalando, one of Europe’s biggest fashion e-commerce companies.

After coming back, I asked my manager if she knew what I would be working on next. We had a one-hour meeting and I learned that I’d be leading one of the most complex products — a completely new version of our in-house content management system. I was elated, to say the least.

At the end of the day, I was assigned the task of coming up with a rough project plan for this product. Even though I had worked on creating multiple project plans back then, I was nervous. This product was complicated and had hundreds of use cases. I didn’t know where to start. This was the first taste of building a project plan for a highly complex product.

In this blog, we’ll cover the importance of project planning and its key elements. We’ll look at a project plan template, walk through a realistic example, and cover tips for efficient project planning in your organization. Let’s get started!

Background information: The project management lifecycle

Before we get into project planning, it’s important to understand the lifecycle of a project:

• Initiation — this is the start of the project. Ideally, this is where the need of the project is identified and the project is defined
• Planning — this includes the end-to-end planning of the project. The main parts of the planning are defining project goals, scope, complexity, effort, timeline, budget, and risk management
• Execution — this phase is where all the relevant teams come together and execute their part of the project
• Continuous monitoring — throughout the project, progress is monitored and controlled. Any deviations or blockers are clarified for a smooth delivery
• Closing — this is the last phase of the project where the work is reviewed and, depending on the feedback, the project closes

Since we are focusing on project planning, we’ll deep-dive into its different elements. However, to do that, we first need to understand why project planning is important.

The importance of project planning

The project that I was given to lead at Zalando was a highly complex one. The estimated timeline for completing the project was one year — this is fairly high in the software development world.

There were three engineering teams involved each with 7–8 team members. When it comes to complex projects, it’s essential to have a strong project plan in place.

Here are a few reasons why project planning is important:

Clarifies goals and objectives at the beginning

As they say “without a goal, you can’t score.”

Every project needs a goal or outcome for the team to understand what they are supposed to do. Project planning helps achieve that.

Helps with timeline and budget

Initial project planning helps to understand how much estimated time the team will take and how much money the project requires. The latter includes salaries of employees, hardware costs, training, etc.

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Identifies risks early on

This is an extremely important part of a project plan. Project planning helps identify potential blockers or risks , thereby enabling the project manager and teams to create a risk mitigation strategy.

Increases collaboration

A strong project plan helps everyone understand their responsibilities. This, in turn, helps the teams collaborate effectively and finish the project within the timeframe.

Key elements of project planning

Next, let’s review the key elements of project planning:

This is pretty self-explanatory, it’s what the project is going to hopefully achieve by the end. It’s important to have SMART goals so they’re as specific and unambiguous as possible.

This is the very first element of a project plan that the team decides on. Scope helps the teams understand what they need to achieve and gives direction to the product. Scope typically includes objectives, goals, expected deliveries, and project limitations.

This helps teams understand when they need to deliver the project and how to divide the project into small, executable milestones that fit into the total timeline. It also includes the allocation of resources, personnel equipment, and necessary training.

The budget details the financial part of the project. Questions like how much total money needs to be spent to finish the project, what are the funding sources, what are the revenue projects, etc. are answered via budgeting. This also includes the salaries of team members, training costs, equipment costs, etc.

Every project comes with its own risks. Risks are factors that could impact the project’s successful completion. These could be the availability of resources, legal and/or regulatory compliance, or technology limitations.

Assessing risks early on helps detail how they can be mitigated to successfully deliver the project. One point to note is that it’s not possible to identify all the risks early on. For example, no companies could predict the magnitude of the outbreak of COVID-19. This proves that some risks are beyond the control of the company and teams.

Communication plan

A project requires effective collaboration between different team members, such as designers, engineers, marketers, sales personnel, etc. To achieve this, a project needs to have a strong communication plan. This includes meeting schedules, modes of communication, and reporting requirements.

Change management plan

As mentioned in the risks section, there are times when the project needs to change because of unidentified or unplanned risks. These changes might affect the scope, timeline, budget, resources, or any other part of a project.

This is why a change management plan needs to be discussed. This plan outlines how a project can be changed, how to communicate changes to stakeholders, and how to address concerns or conflicts.

Stakeholder management plan

Every project has stakeholders. Stakeholders can either play an active role in finishing projects, such as engineering and designers, or simply may just be interested in the status of the project, such as higher management.

Having a stakeholder management plan will keep the stakeholders educated and engaged, thereby removing any blockers or concerns.

Team roles and responsibilities

As mentioned earlier, a project requires active collaboration between different teams and team members. This is why a clear definition of who will work on what is extremely important. It also helps to outline the responsibilities of every team member, project manager, project sponsor, etc.

Project plan template

Here is a free project plan template that I created. Feel free to use it at your convenience. This highlights all the points that are mentioned above in the key elements of the project planning section.

You can make a copy of this template to customize for your projects by going to File > Make a copy .

Project plan example

Let’s go through an example to create a project plan using the above template.

Project goal

We’ll start with the project goal. As mentioned earlier, the first part of a project plan is to understand the needs of the project. The outcome of this is to have a specific goal and outcome. This is the most critical part since it will drive the entire project.

For example, let’s say we work for an established e-commerce company that’s doing well in selling fashion products and we’ve already identified a need of selling second-hand products. In this case, the goal is to “enable sellers to sell second-hand products at their desired price.”

Once the goal is identified, the next step is to define the scope. This helps to deliver results faster. Here’s an example: to enable sellers to sell second-hand products at their desired price on an e-commerce shop, we need to: enable a new categorization “second-hand” on the website for the users to discover; build systems to enable sellers to sell the second product at their desired rates; and define return and exchange policies.

These are just a few of the things that the team will need to work on. And hence, it’s important to scope the project so that it’s easier for the team to deliver. For example, enable sellers to sell second-hand t-shirts at their desired price. This will help the team only focus on one category as compared to tens of other categories, thereby having a clear scope to work on.

Next, we have timeline. As mentioned previously, this helps the team know how soon they need to deliver the project. For our example, we could say that our goal to enable sellers to sell second-hand t-shirts at their desired price should be finished in three months. Every month, there will be a smaller release related to the project goal.

Next up is the budget. This falls in the bucket of the sponsor. Usually, that’s someone from higher management. We need to know what physical resources, human resources, and physical locations are necessary

For example:

• Six sets of hardware for six team members with the associated software
• Six team members: three backend, two frontend, and one project manager
• Office space for seating six

Risks are an extremely critical part of a project that helps identify potential risks early on and create a contingency plan. We can ask ourselves things like, “What if the project is not delivered within the timeline?” “What if the project requires more budget?” or “What if the company doesn’t find sellers to sell second-hand products?”

For the first question, we could de-scope the project depending on what needs to be finished. For the second, evaluate the reasons and find funding opportunities, And for the third question, we could understand the reasoning and iterate the product (or close it, depending on the feedback).

This is the backbone of the project and keeps the project audience together.

Here’s an example of a communication plan:

• A weekly check-in between all the stakeholders
• A bi-weekly newsletter to keep all the stakeholders informed
• A Google chat for the stakeholders to communicate daily

Questions such as “What happens if something goes wrong?” are taken care of in this section.

I nform the primary stakeholders, who, in this case, are higher management (including the CEO, CTO, and CPO) ASAP in case of changes. Also, evaluate the cost of the change and communicate the same.

This part talks about who are the relevant stakeholders, how should they be informed, and how often. In this case, the stakeholders are the higher management, engineering team, operations team, and design team. They should be informed via email once every two weeks.

Lastly, every project requires active collaboration between different teams. And hence why it’s necessary to understand who is involved in the project and what their roles are.

For example, engineering will work to build the software, the design team will design the features and the end-to-end flow, and the project manager will lead the project.

Here is the template with all the filled answers.

5 tips for effective project planning

The following are some lessons learned and advice I’d give for effective project planning:

• Involve all the relevant stakeholders from day one . Sometimes, engineering or design is included later, which impacts not only the timeline but even the scope of the project
• Create a realistic timeline . Include buffers, vacation days of team members, sick leaves, and holidays. Unexpected incidents happen and its best is to consider them in project planning right at the start
• Maintain active communication . It’s better to over-communicate than under-communicate. Also, having active regular communication can help identify the roadblock or risks earlier
• Identify the right stakeholders and prioritize them . Some stakeholders will be the sponsors or participants, and hence will be very active during the entire project. Others will be passive. Classify the stakeholders and communicate with them regularly according to priority
• Be agile . Always prepare for the worst case and keep the team agile. This includes creating a strong change management plan and determining the potential risks early on.

A good project plan can help the team sail the winds smoothly. It forms the backbone of the project. A project plan can give clear visibility to all stakeholders, thereby helping everyone accomplish the desired goal.

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One Reply to "A guide to project planning (with template and examples)"

Thanks a lot for your hard work and great samples! Really appreciate. I think project planning also requires digital tools for planning. Kanbantool.com seems to be a great match here. I bet you have heard about kanban 🙂 Thanks once again and wish you luck, and all smooth i professional life 🙂

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How to make an Assignment for Project Management

A project is the sequence of actions that is planned so that the goal is able to be accomplished. A project could last between a couple of days to several months, or even years based on the quantity that is required. Management principles for projects help in ensuring that the task is executed efficiently. It assists in analyzing the situation , and then plan and manage tasks that are relevant to the project so that it's possible to ensure the effective execution of the plan.

The courses in project management are taught using a mix of written university assignments on project management and case studies for projects. proposals for writing project scopes, scenarios, and also sample project management samples based on actual projects and management reports. Students often find it difficult to comprehend project management essays since this course takes place in an interconnected mixture of finance, accounting management, business, and IT computer systems. If they do not have a comprehensive understanding of all these areas, students frequently fail in their project management assignments as well as the scope of their work can result in poor marks. It is difficult to gain a comprehensive understanding of these areas with extremely short deadlines and rigid timetables for study is not possible.

The professionals in the Project Management at Assignment Work will assist you in delivering the most effective work in the field of Project Management. The report will be so complete and precise that you'll never think that it's being performed by an outsider. The professionals who offer assistance with your Project Management Assignment online are experts certified and are part of the business sector exclusively. Before we get into our options for assignment assistance, we'd like to provide a short overview of assistance with project management assignments and the importance of it.

What is Project Management?

Project management is the application the knowledge, skills, and experience using a an official set of tools and techniques to a vast array of activities in order to fulfill the needs that the task. Project management requires specialized understanding and expertise. It's achieved by several procedures, including starting, planning, executing the project, coordinating, and closing projects. They are executed by the project manager and his team. Teams of project managers oversee the activities of the project, which includes different demands on costs, scope, time as well as risk and high-quality stakeholders who have different needs.

To provide an error-free project management plan and a project management assignment assistance report AHECounselling guarantees that you receive the top report written by PMP certified (project management plan) experts around the globe. Because the experts are part of the field, you can be assured of high-quality and a fault-free report on project management. The plan is based on the timeline, resources for activities and other pertinent details. We guarantee that you will provide the correct project management plans according to the guidelines provided by your college or university.

There are many methods that are used for various purposes in obtaining results using Project Management Plan.

* Critical Chain Project Management

* Agile Scheduling

* Waterfall

* Critical Path Method

Our academic experts will provide the highest quality of your project management task and provide an analysis that makes utilization of an extensive array of applications within the fields of integration cost and quality, human resource procurement, scope, time communication, risk management and management of stakeholder.

Project management consists of five major processes, as described below.

The processes that initiate the project determine the nature and the scope that the undertaking will take. If this step is not executed properly, the project won't effective in meeting demands of the company. The team members require knowledge of business requirements and must make sure that all the necessary controls are included in their project.

The initial stage must include the following steps: analyze the business requirements and review of the operations currently in operation along with financial analysis of costs and benefits , including budget analysis for stakeholder analysis, user analysis, and the support staff for the project, which includes cost as well as deliverables, tasks and the timetable

Design and planning

Following the beginning phase, the project will be scheduled to the right degree of specifics. The goal is to establish the duration as well as resources, costs and time to determine the amount of work required and effectively reduce risk in the course of project execution.

Planning for projects generally involves the determination of how to plan a specific project, defining an outline of the plan, choosing the planning team, selecting deliverables and developing an outline of the structure for work choosing the necessary activities to finish those deliverables and connecting the tasks by estimating the required resources for the project as well as estimating the time and cost to develop the schedule, risk management getting formal approval before you start work.

Executing refers to the procedures that are used to finish the work which is outlined in the plan of the project to meet the requirements of the project. Execution requires coordination of personnel and resources, and taking care of the integration and execution of the project according to the project management plan. The deliverables are outcomes of the processes that are performed according to the specifications of the plan for managing projects.

Monitoring and Controlling

Monitoring and controlling is the procedures used to watch the execution of projects so that problems that could arise can be identified quickly and corrective actions can be initiated immediately, as needed and to ensure the proper execution for the undertaking. The primary advantage is that the performance of the project is monitored and evaluated regularly to detect deviations from the plan of management for the project.

Closing is an official acceptance of project as well as the end of the project. Administrative tasks include the archiving of the documents and files.

The different types of Management Methodologies and Examples

Waterfall is a good choice for is perfect for companies in industry particularly in design and development of products and construction.

PRINCE2 The project management approach is based upon the product, therefore its methods focus on getting concrete results , not on the scheduling of actions.

AGILE Methodology for Project Management: It assures flexibility and allows for the modification of the product at any time during the duration of the project. In the process of progressively completing all phases to produce the final product achieved. This is founded on of whatever is effective. It is suitable for the IT sector.

Scrum An approach for short-term planning that is suitable for the development of software. There isn't a project manager in this scenario; everything will be managed through an individual, the Scrum master, the person who starts and oversees the work that is done.

Kanban Kanban: This KANBAN system is a flexible method of managing projects that is rooted in JIT manufacturing processes. It uses labels and cards to determine the requirements. It is based on the traditional approach.

PMBOK PMBOK outlines several aspects of a plan in a linear fashion in which the problem/need as well as the scope and plan are established during the beginning phases. It is not a suitable method to use alongside other more flexible and agile methodologies. It is based on the traditional method.

LEAN It was used by Toyota in the 70's, it's ideal for industrial settings that is designed to ensure efficient production. The management determines what products to produce, so that teams can begin to work toward those goals.

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Sample Project Plan For Your Next Project

Creating a project plan is one of the most important responsibilities of a project manager. This document should include everything the team needs to execute a project, such as its budget, schedule, scope, resource requirements, roles & responsibilities, among other things. However, creating project plans can be challenging for both beginner and experienced project managers alike. That’s why we’ve created this sample project plan to help project managers include what matters most.

Once you’re ready, you can try ProjectManager . We’re online project management software with tools such as Gantt charts to filter for the critical path and baselines so you can track your planned effort against your actual effort in real time. Once you’ve made your project plan, use the Gantt to stick to it. Get started for free.

Sample Project Plan

It’s important to note that the complexity of a project plan might vary depending on your project or organization. This sample project plan covers the basic areas of your project, such as project scheduling, scope management and task management. On top of that, you can add other sections and even other project documents to include as much detail as you need.

1. Project Scope

Defining your project scope is one of the critical steps when making a project plan. The term project scope refers to the tasks and deliverables that must be done to complete your project successfully.

Based on your project scope, you’ll prioritize tasks and calculate your budget and schedule. List your tasks in order of importance and make an estimate as to how much money and time will be needed to complete the project.

2. Project Tasks

The tasks are the small jobs that make up the project. You want to create a detailed, prioritized list determining every step of your project. There will be tasks that are crucial to the project, which must be done, but there will also be some that you can sacrifice without impacting the overall success of the project.

Once you’ve collected the necessary tasks to complete the project, you have to figure out to the best of your ability how long each of them will take to complete. You can only make an estimate, of course, but you should use past experience and any other factors at your disposal to make those guesses as accurate as possible.

To manage your project tasks, we recommend using the following tools:

• WBS : A work breakdown structure (WBS) lets you break down your project scope into individual tasks that can be easily managed.
• Task lists : Task lists are ideal for both project managers and team members. They’re an easy way to plan, schedule and track work.
• Kanban boards : Kanban boards allow project managers to manage workflows with a simple visual task management approach.
• Gantt charts : Gantt charts are a powerful project management tool that let you manage project tasks and timelines.

3. Project Milestones

These are major phases or events in your project that are collected to break up the monolith of the project into more digestible parts. Project milestones can be added to a Gantt chart, with a description and a delivery date—more on this next.

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Project Plan Template

Use this free Project Plan Template for Word to manage your projects better.

4. Project Tasks

Not all tasks are created equal, as some cannot start until the one before it is finished. You need to know which tasks are dependent on one another. A dependent task has the potential to block another team member and throw the whole project off-track. Be sure to note those on your project plan and link them so you and the team are aware of the importance of completing one before starting the other.

5. Task Duration

To create a project schedule, you’ll need to know the duration of each task. Make sure to include this somewhere in your project plan so team members know the amount of time that’s assigned to each task.

6. Resource Requirements

Your project plan should describe the resource requirements for each task. That includes the work hours, equipment hours and materials. By clearly outlining the required resources for each task, you set up the base for effective resource planning, resource scheduling and resource tracking.

7. Project Schedule

Now that you’ve gathered information about your project tasks such as their duration, dependencies, due dates and resource requirements, you can create an accurate project schedule that also considers the resource allocation for each task. Your project schedule should sequence tasks in a manner that allows the team to complete the project smoothly and gives them enough time.

8. Project Budget

The financial success or failure of your project depends on the accuracy of your project budget . To create a project budget, you’ll need to estimate the costs of each project task based on the resource requirements that were previously outlined.

Once you have a cost estimate for each task, you can sum those costs for an estimate of your total project cost. This will be the foundation for your project budget. Our free project budget template is a great tool to help you with this process.

9. Project Management Phases

The plan needs to outline each part of the project life cycle and specific deliverables and activities that need to be done during each of them.

• Conception and initiation: This is a reiteration of the business case , where you described the idea behind the project and how it benefits the organization. You have already explored this and identified how it can be completed in your business case. You now want to expand upon those ideas and flesh out the concept of the project and how you plan to meet those demands.
• Definition and planning:  Now you put the plan down in writing, concentrating on the project’s scope and outlining the work that will need to be performed. Here’s where you prioritize tasks and calculate your budget and schedule. List all your tasks in order of importance and from that list make an estimate as to how much money and time will be needed to complete the project.
• Launch: The execution of the plan you devised begins with allocating the resources and tasks to your team. This is the start of the actual work, though it doesn’t mean the plan is put aside. There will always be changes that require adjustments.
• Performance and control: Speaking of changes, it’s crucial to monitor the estimated progress of your project plan to the actual progress. This is when you return to the plan to reallocate resources to stay on track. The better you can track progress, the more accurate picture you have of where your project is and what it needs to stay on track. ProjectManager offers a real-time dashboard that uses live data to get an accurate snapshot of your project status.
• Close: Now you have to get client approval and make sure all paperwork has been signed off on, payments have been delivered, etc. There are a lot of cleanup duties that you’re still in charge of managing, from onboarding team members to payment of team, vendors, contractors, etc.

10. Risk Log

A risk log is a document where project managers can easily list the existing and potential project risks. A risk log is a critical element of any project plan because it allows project managers to prioritize risks, develop risk mitigation strategies and assign risk owners to each project risk. You can also create a risk management plan to explain your risk management tactics in more detail.

11. Change Management Process

There will be circumstances outside of your control that make it necessary to adjust your project plan. For example, a key stakeholder might add a new project requirement right after the project execution starts. This affects what you had initially planned.

To manage situations like this, you’ll need a change management plan . Most change management processes work with a change request that’s submitted by the person who wants to make a change to the project plan. Once that change request is approved, a change order is issued and the change is made.

Who approves the change requests might vary depending on the organization. Some have a change control board (CCB) in place while others use the project manager.

12. Project Assumptions

No matter how much you plan and estimate, there will be some assumptions and hypotheses left. Project assumptions refer to all the things that the project management team considers to be true without necessarily having any data or evidence to support them. These assumptions are proven true or false as your project is executed. It’s important to document any assumptions your team has, as they might be important in the future.

13. Project Constraints

There are constraints that apply to every project. Initially, most project management experts agreed on three constraints including time, cost and scope, which are known as the triple constraint of project management. However, most project managers today agree there are three more constraints including quality, risk and resources.

This free project plan template is a great tool to create a project plan. Use it to describe your project scope, schedule, budget and other important project management details.

You may even add additional documentation to it. Check out our library of project management templates for more free project management templates .

Project Plan Example

The best way to understand project planning is by creating one. Let’s walk through the steps of a simple project, such as hanging artwork your daughter made in grade school.

The project initiation tasks are simple: your daughter has been asking why you haven’t hung her drawing. “Do you not like it?” she asks. Of course you do. In fact, you’re going to hang it in the living room so everyone can see how proud you are of her work. The main project goal is to frame and hang the piece, which benefits the organization by returning peace and harmony to the family.

The next step is defining and planning. Write down the plan and scope of work , noting any risks and how to resolve them. This project requires a trip to Target and the purchase of a frame, one that stylistically complements the work, but doesn’t overshadow your daughter’s piece.

You have to factor in the time to get to the store, pick out the proper frame and then get home and assemble your team and tools. You’ll get her brother to help and proceed to assign roles and responsibilities within your project team. Then you launch the project and assign the tasks to your children that you wrote out earlier in the planning stage. As you work, there might be conflicts to resolve, as your team isn’t the cohesive whole you hoped.

Change is part of a project. Maybe there won’t be enough nails, or you can’t find the hammer. These risks were identified earlier, so if they occur, use the contingency plan you created.

While you’re executing the project, as a project manager it’s your responsibility to monitor the performance and control it so it stays on track. You don’t want to waste time going back to Target to buy the nails you thought you had at home.

One way to keep track your project is to get status reports from your team as they work on their tasks. You gave them a certain amount of time to complete the task, so ask them to report back to you. If they’re behind schedule, you’ll have to work at adjusting the scope, either adding more time to the schedule or allocating resources, which might mean getting off the couch and helping.

The picture is framed, hung and even looks straight. Your children are proud and want to celebrate with lemonade and cookies. But you’re not done yet.  There’s cleanup, but more importantly, you must make sure the stakeholder of the project is happy with the quality of the deliverables. Get mom in there to give the final okay. Then the party can begin. You and the team deserve it.

Using Project Management Software to Track a Project Plan

As you can see, even a simple project requires a lot of information to collect and organize. You can do it the old-fashioned way on paper. But there are planning tools that make that work so much easier for you and more efficient and productive for the project.

As stated above, there are project management templates you can use that help you step-by-step in building a project plan. While those are a step in the right direction, they’re standalone documents that are problematic to share. They can be overwritten or duplicates can float around in people’s emails, all of which can lead to muddied communications and seriously dire project consequences.

It’s not that you should throw away project planning templates. They’re a great way to start the process of planning for your project. But online project management tools give you greater flexibility, more features and a platform on which you can build true collaboration for project success.

ProjectManager Is Ideal for Project Planning

No project management tool does more for project planning than ProjectManager . Our award-winning software has a number of powerful features to help with every aspect of project planning.

One such feature is our online Gantt chart . Gantt charts are great tools to visualize your schedule, with a bar chart that creates a linear timeline showing you tasks, duration and even task dependencies. The latter are linked, so you can see where team members potentially may be blocked.

When you take your Gantt chart online, you open up a new world of managing possibilities. First, you can easily import your project plan into ProjectManager from whatever template you composed it on, be it MS Word or an Excel spreadsheet, and it keeps your formatting and automatically populates the spreadsheet and bar chart of your Gantt chart.

Because the Gantt chart is online, it’s easy to use. All tasks are saved and stored remotely and they’re easy to share over any device. Collaboration is conducted on the task level and you can attach files and keep the conversation tied to the task at hand.

As noted, things will change, and an online Gantt chart allows you to adjust task durations with a simple drag-and-drop of your cursor. This saves you time, as does the automated notifications that alert you when a task is completed or about to go off-track, so you can see it in real-time and fix it before it becomes a problem.

Online Project Planning Tools Make for More Productive Planning

That’s just one of the advantages of planning with ProjectManager. You still have to collect the data, but now it’s collected online where it can be easily accessed and shared with team members and stakeholders. Each time you import your task list into project management software, it creates the project plan for you, leaving you free to deal with managing a successful project.

When you’re planning a project and managing all its phases through successful completion, you want the right tools to streamline the process and foster collaboration and communications. ProjectManager has all the features you need to plan your project and it’s an online PM tool, which reports in real-time, so you are always clear on the plan versus the actual execution of the project. See for yourself by taking our free 30-day trial.

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Free Project Task List Templates for Project Management

By Kate Eby | September 22, 2022

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We’ve compiled the most useful project task list templates for project managers, project team members and stakeholders, IT teams, and construction personnel.  

On this page, you’ll find six essential project task list templates, including a simple project task list template , a project task list with Gantt chart , a project task checklist template , an IT project task list template , and a construction project task list template . Plus, find tips on creating a successful project task list template .

Simple Project Task List Template

Download a Sample Simple Project Task List Template for  Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets

Download a Blank Simple Project Task List Template for Excel | Microsoft Word | Adobe PDF | Google Docs | Google Sheets

Use this simple project task list template to list each project task and set its status, deadline, assignee, and priority. The template includes columns that help you track the percentage done, fixed cost, estimated cost, and actual hours for each task. You can also use the template to list tasks for several projects and to track their real-time progress. This template is the perfect solution for project teams looking to clarify task ownership, as well as create and accurately track tasks. Download the blank version to begin tracking tasks for your project, or review the template with sample data to help you get started.

For more project task list template resources, read this comprehensive article on free task list and checklist templates .

Project Task List with Gantt Chart Template

Download a Project Task List with Gantt Chart Template for  Excel | Google Sheets  

Clarify project tasks for team members by using this project task list with Gantt chart template. The template enables you to list each task, the team member responsible for completing it, its due date, and its status. As you populate the template with your project data, the Gantt chart section creates a visual representation of your project’s tasks so that you, your team, or project sponsors can get up-to-date information on project progress.

Project Task Checklist Template

Download a Project Task Checklist Template for  Excel | Google Sheets

Improve your project delivery success rate with this easy-to-use project task checklist template. Enter individual tasks along with their status and priority, assignee, due date, and any relevant notes. This fully customizable template lets you edit column titles to suit your project team’s needs and ensures that you successfully check each project task off your to-do list. 

For more resources and templates for tracking project tasks, see this helpful list of free project checklist templates .

Project Task Tracker Template

Download a Project Task Tracker Template for  Excel | Google Sheets

This template provides color-coded Status and Priority columns where you can easily track important project tasks. Designed to help you monitor tasks across multiple projects, this template indicates whether a task is at risk of not being completed. The Cost / Hours section tabulates fixed costs, estimated hours, and actual hours for each task. Regardless of your industry or type of work, this customizable project task tracker template will help ensure that you are able to account for and successfully complete every project task. 

Check out this comprehensive project task list template to ensure that you’re optimizing your project to-do list and keeping it in a single, shareable location.

IT Project Task List Template

Download an IT Project Task List Template for  Excel | Microsoft Word | Google Sheets  

Keep all IT project team members and stakeholders informed of task statuses with this comprehensive IT project task list template. The template includes space to enter your project name, project manager, key IT project deliverables, scope statement, start and end dates, and percentage of overall progress. This completely customizable template enables you to list each task, who it’s assigned to, start and end dates, and statuses. This template can help you and your IT team optimize your project delivery standards and increase your IT project success rate.

Construction Project Task List Template

Download a Construction Project Task List Template for  Excel | Google Sheets

Use this construction project task list template to ensure that your team completes all construction tasks in a timely manner. The template comes pre-filled with construction-specific task sections ( Sitework, Concrete, Masonry, Doors and Windows, etc . ), under which you can list each specific task, assign team members, select a due date, and add key details. The template also doubles as a construction punch list and includes a Punch ID column to identify key construction project tasks and contract specifications.

How Do I Create a Project Task List?

A project task list includes every task required for successful project completion. To create a project task list, use an application such as Excel or Google Sheets. Task lists also include such information as statuses, timelines, and team member information. 

A project task list typically includes the name of each project task, which team member is responsible for completing it, and its due date, status, priority, and any relevant notes. This document helps project managers, team members, and other stakeholders ensure that every required task is accounted for, assigned, and completed on time. By creating a project task list, you can help make sure that everyone involved in the project understands the status of each individual task and the project as a whole. 

In an application such as Excel, you can create a simple task list table by inserting rows such as Task Name, Status, Priority, Due Date, Assignee, and Notes . A simple task list like this can help ensure that you account for all of your project’s to-do items. 

You can also use a project task list template, which includes the primary elements to ensure that your team completes each task by project’s end. Project task list templates are designed to help you capture and track your project’s tasks so that you complete high-quality deliverables on time. 

Though project task list templates vary, they typically include the following universal elements:

• Task: Enter the name of each task so that it’s clear to every team member and stakeholder what needs to be accomplished. 
• Due Date: Provide a date by which each task must be completed so that the project can be delivered on time. 
• Status: Set a status for each task (e.g., Not Started, In Progress, On Hold, or Complete ) so that everyone can track project progress. 
• Priority: Select a priority for each project task. 
• Assignee: List the name of the team member responsible for completing each task. 
• Notes: Provide any additional notes that are relevant to the task. 

Depending on their function and their industry, project task list templates might also include the following column components: 

• At Risk: Select this check box if the individual task is in jeopardy of not being completed by the project’s due date.  
• Description: Provide a detailed description for each task so that, in addition to the task title, every project team member and stakeholder understands what the task requires for completion. 
• Deliverable: Specify the primary project deliverable, or feature, that the task is related to. 
• Percentage Complete: Provide a percentage completed for each project task. 
• Cost / Hours: Enter fixed costs, estimated hours, and actual hours for each task so you can track expenses and effort. 
• Duration: Review the duration between each project task’s start and end dates to ensure that teams have adequate time to complete each task.

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Project Proposal Templates and Examples

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Before your team can take action and start working towards project goals, you need a project proposal to highlight the value of your project, outline what you hope to achieve, and secure stakeholder buy-in.

Read on to learn about project proposal templates, their importance, how to create one, and even DOWNLOAD your FREE project proposal template.

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What is a Project Proposal?

A project proposal is a written document outlining a project’s details and essential information, such as the timeline, budget, scope, objectives, and goals. Beyond just providing project details, the project proposal should paint a clear picture of the project, its’ importance, and why stakeholders should buy in. 

Why is a Project Proposal Important?

The project proposal is the cornerstone of the pre-project process and it is a prerequisite to beginning project work. During the pre-project phase, the project proposal serves as a vessel, translating ideas about the project into a concrete plan that’s easily relayed to stakeholders. However, once stakeholder buy-in is secured, the project proposal continues to serve as a valuable resource for the project team, by laying the framework for other essential documents, such as the project charter and business case. 

How is a Project Proposal Different from Other Documents? 

While project proposals are often confused with project charters, they are distinctly different. The project proposal is drafted and presented to key stakeholders before the project lifecycle ever begins. The project charter includes many of the same components as a project proposal, including the expected timeline, budget, stakeholders, scope, and potential risks, but it’s delivered after stakeholder approval to start the project is secured. Project proposals are also commonly confused with project proposals because of their close association with each other, yet, business cases, similar to project charters, are drafted after the project lifecycle has begun. 

Parts of a Project Proposal

The presentation and delivery of a project proposal may vary based on the type of proposal, but overall, it should include a few universal components that speak to crucial questions about the project itself, such as:

Introduction

The introduction of your project proposal provides a quick overview of the project without going into granular detail. While this portion of the proposal is usually under 500 words, it should provide a general roadmap of what you plan to accomplish with some context about the project itself. 

The Problem

The problem portion of your project proposal, also considered the background phase, should detail what problem your project aims to solve while highlighting the significance of this project in comparison to your organization’s unique goals and history. 

The Solution

The solution phase is the time to roll out the details of your project, the advantages that it will bring your organization, and how you plan to make the project successful. Be sure to make clear connections between your project solution and existing company pain points, while highlighting how your project can address them. As you outline the advantages of the project, also include details about potential risks and mitigation strategies. 

Deliverables & Goals

The deliverables and goals segment should clearly outline the SMART goals you have set in place to accomplish key project goals, as well as how those goals relate back to organizational needs. Now is the time to also outline key deliverables, as well as the tentative timeline for them to be delivered.

When it comes to project planning, resource management is an essential part of the process. You’ll need to consider a wide variety of resource types: from team members to external contractors, tangible resources (such as software), and financial resources. During this portion of the proposal, you should outline a budget for the project while detailing the resources you will require. 

Closing Remarks

The closing remarks section should quickly summarize the information you’ve presented while tying up any loose ends. Consider that stakeholders will likely have follow-up questions, which you should be prepared to answer. 

Types of Project Proposals

There are numerous types of project proposals based on their intended use:

Solicited project proposals are sent in response to a request for a proposal document sent expressing interest in a project or initiative. This type of project proposal is often used to compare proposals from multiple vendors who are both under consideration for a job, which is common in bid-focused industries such as construction. 

Unsolicited

Unsolicited project proposals allow you to bring a new idea to the table to solve a company problem or optimize an existing process. While this type of proposal is not asked for, it gives you a chance to advocate for a new project that might have otherwise been overlooked. 

An informal project proposal is a simple outline of a project that does not follow the formal format. Informal proposals can come in a variety of formats but ultimately need to be much more succinct than a formal proposal, conveying only the essential details and getting to the point quickly.

A project renewal proposal is common in a circumstance where a project needs to restart again. This type of proposal is typically used to convey the success of a previous project and highlight why similar results can be achieved if a renewal is granted. 

Continuation

A project continuation proposal, similar to a project renewal proposal, is sent to request additional time or resources to prolong the project. For example, if a project needs additional resources to be completed, a continuation is the best choice of proposal. 

How to Write a Project Proposal 

• Understand the Problem

In order to write a proper proposal, you need to highlight your understanding of the problem and how the project addresses those problems. 

• Flush Out the Solution & Endgoals

When writing a proposal, it’s helpful to reverse engineer your thinking to identify your end goals first, working backward to create a plan for making those goals possible. 

• Outline Your Deliverables 

Create a comprehensive list of deliverables that you expect to deliver, considering what order they will need to be delivered in. This stage can also help you flush out task assignments and deadlines as you move into the action phase of the project after stakeholders give the green light. 

• Consider Any Obstacles or Challenges

Don’t get so caught up in the positives of your project that you forget to consider any risks, obstacles, or challenges you may encounter. 

• Create a Plan for Tackling the Project (Schedule/Budget/Etc)

While the plan itself will likely change after the proposal phase, you need to present a rough idea of the schedule, budget, resources needed, and for larger projects, the phases your project will follow. 

• Polish It Up 

After you’ve drafted your proposal, take the time to step away from it and come back later with fresh eyes to edit. Polish it up by adding in any final details, reformatting any hard-to-read sections, and considering questions that stakeholders may have.

Download Your FREE All-In-One Project Proposal Template

Featured partners: project management software, {{ title }}, what are some top tips for writing a project proposal.

• Work better together: Whenever possible, having a second set of hands (and eyes) on deck to make brainstorming, drafting, and editing the proposal easier is ideal. 
• Plan ahead of time: The last thing you want to do when drafting a project proposal is to procrastinate. Plan ahead to ensure that you have enough time to properly draft and edit your proposal without being under a time crunch. 
• Don’t overanalyze: While it’s important to compile a credible and thoughtful proposal, know that details are subject to change if approval is given.

What are some commonly asked questions when presenting a proposal?

While specific questions will vary based on project specifics and industry, there are a few common questions you should expect, for example:

• How will this project affect the status quo? (Considering the current team workload, resource budgeting, and company pain points)
• How will this project improve our organization?
• What will success look like in the context of this project?

How can I decide what project proposal format is best for my team?

The most important factor in deciding which project proposal format is the intention behind your proposal. If you’re looking to extend an existing project, for example, a project continuation proposal is the best fit. However, contemplating a formal vs informal proposal, for example, can be a harder choice. 

Ultimately, the best way to decide is to consider your unique situation while taking into account project proposals that have had success previously. For example, if your organization prefers a more informal approach, then a less formal proposal might be the best fit.

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Get inspired: 4 great project management examples

We’re all familiar with is project management example. The moment when (eek!), your boss says, “Could you just…[insert incomprehensible but seemingly important task]?”

There is quite a wide range of project management tasks out there, all demanding that you complete the project on time and within budget. An example of an IT project could be creating a system to manage issues tracking, while one for operations could be creating a roster of employee dietary needs against package deliveries from start to finish.

No matter how simple or complex the project, we have it on good authority—and so do groups like the Project Management Institute — that starting with a sample project methodology is a great way to start.

In this article, we’ll cover that, identify the four key factors common to successful project examples, and share some top project management examples you can draw inspiration from.

Why do the best project management examples start with a methodology?

Identifying a methodology during the project planning phase is both good project management practice, and common sense.

Organizations that invest in good project management practices, waste 21  times less money than those without an effective project management approach.

Methodologies set you up for success by providing the big picture perspective on each part of the project schedule and how the project is going to run.

There are traditionally 2 methodologies used for managing projects and they both have pros and cons:

This example of a project management methodology is a linear, step-by-step approach where each new project phase follows the end of the previous one.

With this methodology, having a robust project plan is vital and lots of work needs to be done upfront to get really clear on the project goal. Examples of project teams who may use this method are those with fixed timelines and budgets, such as aerospace or defense teams.

The Agile project management method in contrast is a more iterative approach where the project team members and business stakeholders work together to refine the project outcome through feedback and review.

Project activities are delivered through short “sprints” or iterations and a list of what needs to be done next — usually called the “backlog” — is prioritized according to feedback. Project activities are delivered through short “sprints” or iterations and a list of what needs to be done next — usually called the “backlog” — is prioritized according to feedback. IT projects are examples where Agile might be used.

Whichever methodology you choose, there are a number of things you can do to increase your chance of a successful project and start earning kudos from your boss.

What are the critical success factors?

The Association for Project Management (APM) says there are 12 conditions for project success. It came as no surprise to us here at monday.com that proven methods and tools were one of the 12. After all, that’s what we’re in the business of. Read on for a list that could make you rethink how you craft project management project ideas.

These 12 conditions fall into 4 main factors:

• Visibility . From the outset, the project’s goals need to be clear to all stakeholders. During the life cycle of the project, it’s important to understand who is working on what and when. A well-defined project management plan reduces confusion and makes sure the workload is evenly spread across the project team.
• Efficiency . To maximize the project’s value you need to minimize waste during the project lifecycle. Whether that’s wasted time, effort, or money, these things need to be monitored and well-controlled to determine project progress.
• Communication . Communication between members of the project team and the wider business is key for successful implementation. Effectively communicating the benefits of the project can improve the chance of its outcome lasting longer than ice cream on a hot day.
• Collaboration . Few projects run independently. Most success in project examples is attributed to collaboration across teams, and with internal or external stakeholders for creating a project and getting the job done.

How can tools help?

Ok, you’ve picked a methodology and you’re ready to get started. So why exactly does the APM think tools are so important for project success in any business project example?

Well first of all, you need a place to organize all of your information and to craft a smooth and automated workflow. Check out what one user had to say about monday.com as their project management tool .

monday.com is excellent at planning. Personally, we think it’s the best. What might surprise you is how intuitive it is to use. And how it integrates with all your other favorite tools. And inspires you more than a gantt chart . Which might be just what’s needed after that stakeholder meeting on a dreary November afternoon. Don’t miss more quality content! hbspt.forms.create({ portalId: "5945317", css: "", formId: "dbfb5b7f-21a2-4092-a3fb-0b6365ad349c", target: '#subscribe-cta-banner-form-0', formInstanceId: 'hs-from-instance-0', });

monday.com makes it easy to monitor the project through its lifecycle, keeping a keen eye out for scope creep with intuitive and customizable templates. Our project management software can also help you out with  resource management , time tracking,  and managing project risk.

And, what about a more Agile approach? Well, good visibility and communication are key.

Using a project management tool, such as a Kanban board , to help you track what’s been done, is being done, and needs to be completed is important for managing the backlog.

Using a sprint retrospective tool  allows you to review the sprint and collect the feedback necessary to decide on the next steps. Without an ability to gather and track this feedback it’s likely that effort will be spent doing the wrong things, decreasing the project’s overall value.

Don’t miss more quality content!

4 great project management examples.

To get an inside look at how monday.com is the perfect platform to get your optimized project management workflow up and running, here are four examples from real monday.com customers.

1. The National Hockey League (NHL)

• Challenge: Increase visibility

After first loading NHL game stats onto the web over 25 years ago, NHL developers have managed 100s of requests for custom applications. In-house developers now share the workload with a team in Belarus.

Relying on email and text to collaborate over different time zones was causing several challenges including unclear prioritization and ineffective workload management.

• Solution: Development roadmap and sprint planning

Using the monday.com platform has brought transparency across the development cycle. Now, at any moment, everyone on the team can see who is working on what, and when.

Using the bar graph view, the business can easily track which units have commissioned the most development cycles across the year. The team also uses the Calendar and Chart app to organize and track fan engagement programs.

While initially focused on improving their sprint planning , the NHL has also begun to exploit other capabilities of the monday.com Work OS. Building workflow apps within the platform has reduced the need for custom development, reducing the development time by 4+ weeks per cycle.

For more on how the NHL increased their visibility and saved 4 weeks per development cycle, check out their case study .

• Challenge: Improve efficiency while scaling globally

Zippo compiled their product catalog on paper-based worksheets before transferring them to a digital version. The process took around 2 weeks for 20–30 active projects and became outdated almost as soon as it was completed. Zippo knew if they wanted to scale their business their processes needed to become more efficient.

• Solution: In integrated Work OS capable of managing internal workflows and external suppliers

Initially signing on 10–15 users with a monday.com Pro account, Zippo now has around 125 users on an Enterprise solution. Building the product catalog has become a collaborative effort with users able to drag-and-drop projects into the catalog and shift things around in real time as priorities change.

Through the dashboard views, stakeholders can track progress across all the projects and monitor the overall workload of the team. This means people can be matched to resource gaps speeding up delivery.

Zippo also set up an automated system for workflow approval. A reminder is sent to the task owner if there is an outstanding request. This makes the approval process faster and increases efficiency.

These changes mean that, over the last 8 months, Zippo could focus on global expansion, acquiring new businesses, and entering new markets.

For more on how Zippo improved their efficiency and saved £82k/year while expanding into new markets, check out their case study .

• Challenge: Enable global collaboration while keeping the ‘local hero’ approach

The music streaming service, Deezer has a team of editors worldwide who understand local music tastes and market towards them. Coordinating this dispersed team from the European HQ was challenging and campaign management was siloed within countries.

Business development was also managed regionally. With no centralized system, it was hard to prioritize support requests to other departments such as finance and legal. This meant new deals took a long time to reach the market.

• Solution: An integrated, intuitive workspace that brings multinational collaboration

Deezer used monday.com to build a centralized pipeline of all business development projects which meant work could be analyzed and prioritized globally. This streamlined the work required from the support departments improving time to market speed.

There were also benefits for the customer engagement team. With the monday.com Work OS, campaign planning , management, and evaluation are now visible to teams in all countries.

For more on how Deezer improved global collaboration and increased their customer engagement by 483%, check out their case study .

4. Israeli Government

•  Challenge: Ensure effective communication during a global pandemic

As the number of cases grew, Israel set up a National COVID-19 Control Center. The Control Center brought together civilian and military agencies, for the first time, to manage the crisis and support front-line workers. Each agency had its own processes and way of working but a coordinated response was needed immediately if the situation wasn’t to grow out of control.

( Image Source )

It was proving incredibly challenging to get accurate testing information from labs and hospitals meaning it was impossible to create a “big picture” perspective of the situation. Essential equipment and suppliers were sourced in an ad-hoc manner and there was no central communication channel to monitor or follow up leads on potential suppliers.

• Solution: A centralized, flexible platform with customizable permissions

Communication around procurement is now seamless, with multiple connected workflow apps integrating information on requirements, suppliers, approvals, and financing. These have customized permissions so the right people approve each step at the right time.

It’s also easier for hospitals and labs to communicate with the Control Center. The team worked with monday.com to create web and mobile forms to collect up to date information. These can be submitted at any time and entered into the centralized system immediately.

For more on how monday.com is continuing to support the Israeli government with their COVID-19 response check out their case study .

Be your own project management example

At monday.com we provide you with the features and solutions to help you feel more confident in tackling your next project with more ease and efficiency. What do you want to manage better?

Send this article to someone who’d like it.

Project planning templates for project management

Use project planning templates to get your project going faster. Organize tasks and milestones while facilitating communication by using templates product development, marketing, business plans, goals, and employee onboarding.

What are project planning templates?

Templates provide frameworks that follow best practices for specific types of projects and help you plan and manage them from beginning to end.

Simple project planning

Track progress and take notes on a calendar with an easy-to-use project planning template.

Agile project planning

Plot milestones and tasks and use charts with this agile project planning template.

Product development and launch

Plan every stage of a new product launch with this project planning template.

Project goals and objectives

Break a large project down into smaller goals with this project goals and objectives template so you achieve every milestone on time.

Benefits of project planning templates

Discover how templates help you achieve the objectives of any project.

Ready to get started?

Ramp up fast

Skip building and formatting plans for entire projects from the ground up. Just download project planning templates.

See and share information

Get an in-depth view of project status and easily communicate it with your team.

Stay on task and on track

Manage tasks and milestones throughout your project timeline.

Keep track of resources

Know where you stand at all times with employees and outside contractors.

Adapt as needed

Assess and adjust on the fly with easy-to-edit templates.

Essential reading about project planning

Explore resources that will help you save time and achieve your goals for every project, from kickoff to final reporting.

The project manager’s guide to planning a perfect project

5 project management tools to save time and money

How to pick a cloud-based project planning solution

Explore microsoft project.

Discover a powerful yet simple project management tool to plan, manage, and deliver work effortlessly—from one-time projects to large initiatives.

Frequently asked questions

A project planning template is a document that follows a standard format based on the type of project and helps define the scope and objectives with a list of essential elements such as stakeholders, scope, timelines, estimated costs, and methods of communication with team members.

Project planning templates let you quickly start new projects, set organizational standards, and facilitate processes.

It’s relatively easy to find free project planning templates online that are available for download. There are project planning templates built into many apps such as Microsoft Project .

Project plan templates actually do much more than help you plan a project. They help you manage it, track information such as costs and timelines, and lets you see the big picture and communicate important information to people on your team.

There are many different types of project planning templates. Chances are the type of project or project management style you use will have planning templates. These range from Agile to Scrum and Kanban to Waterfall and everywhere in-between.

• How-to Guides

Tips for Students: Writing Project Management Assignments

by MyMG Team · Published March 23, 2020 · Updated February 7, 2024

Is it confusing for you to kickstart the writing process for your project management assignment? Does all that jargon like sustainability strategies, project feasibility, or risk mitigation make you feel stressed?

What is the best way to highlight your challenging project management topic acceptably?

‘Phew, what a challenging paper! How can I find a professional writer to deal with these boring assignments?”

Ok, we hear you. You can do it online in a matter of minutes. In fact, assignment writing help services can take all your project management paper worries away and deliver you a custom essay or even a 5-star dissertation without any hassle for you.

Sounds fantastic? That’s exactly what they do.

“Ok, cool. Is this a reliable way to deal with my papers?” Sure. Unless you are super lazy and want to turn them in without any modifications.

“What do you mean?” If you want to avoid any troubles in your college or university and have no time/desire to write your assignment on your own, you can look for expert help online.

However, once you get a well-written paper on your topic from the expert writer in that subject area, you need to rewrite it and modify it to some extent.

If you do this, nobody will ever accuse you of cheating or plagiarism, and you’ll save tons of time instead of completing your assignment from scratch.

Now, let’s explore the top tips for writing your project management assignments.

Get Enough Time for Writing

Essay writing is an essential academic skill. To create amazing papers, it’s crucial to have a great essay writing competence. How do you get it? Through practice. Write often. Write a lot.

One of the golden rules of writing any kind of essay is to make sure you get enough time in your schedule for research and writing.

Understand that you need some time to complete the work without being in a rush. Rarely, you can come up with an exceptional essay overnight. For this, you need to be really motivated, inspired and loaded with facts, arguments, and brilliant ideas.

Of course, there needs to be adequate time for choosing a topic, doing the research, reading all the materials and taking notes, gathering the notes into a logical order to form an outline, and writing the essay. Without doing all these things, you won’t be able to submit a top-grade paper on time.

Once you finish writing your paper, you still need to put in some work. What does it mean? Your essay needs to be proofread, edited, and polished up.

Every student works at a different pace, so discovering how much time is needed is an individual thing, and the first most crucial essay writing skill.

Choosing a topic

This step is central to a knockout essay. That’s because the topic can make or break the article. Choose it carefully if you have such an opportunity. If the instructor has assigned a topic, then it is up to you to find a perfect angle on the topic to base your essay on.

Photo by Dollar Gill on Unsplash

Research and taking notes

The research phase is where the student dives into what others have written about the general topic. This step could be done before step 2 if the student needs help narrowing down the topic or the angle on the topic.

Jotting down notes during the reading and referencing the source for the notes will save tons of time later on in writing.

Forming the Outline and Writing the Essay

The notes are organized into groups that logically fit together. A description for each set is like a subheading. These can be arranged in chronological order or organized in a fashion that flows well from one idea to the next. This is the outline of the body of the essay.

Writing the essay consists of filling in the details for each of the sections in the outline. It includes writing a captivating opening paragraph and a memorable summary at the end.

Proofreading and editing

Unfortunately, this important step is often missed. Even the best essays will fail without detailed proofreading and in-depth editing.

It is best if this step is done by another person, as it is easy for a writer to overlook their own mistakes in assignment writing.

The proofreader and editor should be someone who is really good at writing, not just a neighbour or friend because they are available and free.

So now you know all the basic steps that you need to take to be able to submit a winning project management assignment on time. Don’t just sleep on these tips. Put them into work and you will see the results.

Alternatively, you may always choose a service for you to assist.

Tags: project manager student tasks writing

We are a small group of professionals specializing in project management. We wish you success in your career, business, studies, or whatever else you think is worth your time and effort—we are pleased to know that our advice is helpful.

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Project Templates

8+ sample project assignment templates.

Project assignment template provides for the detailed list of work assigned to fulfill the process of a project. It takes into consideration the restriction of time period assigned for each duty, roles and responsibilities of each team member etc which is key to the success of the Project Implementation Template.

Project Daily Assignments

Project Weekly Assignments

Project Monthly Assignments

Project School Assignments

New Project Assignment Template

Writing Project Assignment Template

Integrative Assignment Project Template

Project Creative Essay Assignment

> Advantages of Using Project Assignment Templates

• You can create a timesheet schedule that you can follow every day to keep your work on time.
• You can create your own checklist where you are keep a check on the task you have completed and the tasks that are pending.
• You can manage time and budget by cutting down unnecessary strategies and unnecessary expenses.
• You can create a summary and an objective list so that you do not deviate from the very core subject by adding unnecessary information.
• You can save a lot of time energy and money by using the digital technology for making notes for your project.

> What are the Steps to be Followed to Make Project Assignment Templates?

> to conclude the statements mentioned above we state, more in project templates, blank weekly project status report template, project report template, project report format template, simple project report template, project report for loan template, project cost report template, monthly project report template, project completion report template, construction project report template, project closeout report template.

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• 15+ Project Schedule Templates in Google Docs | Word | Pages | Numbers | XLS | PDF

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Project Management

5 real project management examples for your team.

Content Partnership Specialist

October 4, 2022

Whether it’s a home or a business project, simple or complex by nature, the secret sauce to delivering successful projects is starting strong with the right strategy and execution plan .

You can do this (and do it well) with a go-getter mindset, proper project management approaches, and the right tools.

In this article, you’ll learn about the building blocks of project management, including the key success factors and phases, as well as how project management tools can keep them together. Then we’ll show you how it all works in practice with five real project management examples! 👌

The 4 Phases of the Project Management Life Cycle

Key factors for successful project management .

• 1. Marketing Project
• 2. SEO Project
• 3. Customer Enablement Project
• 4. Education Project
• 5. Product Launch Project

Managing projects from start to finish can come with long and complex processes . So, to help make everyone’s job easier, the concept of the project life cycle was introduced. 

The project life cycle, or project management process, consists of four phases: initiating, planning, executing, and closing. It’s a structured path your projects go through to help move them from conception to completion and ensure project objectives are delivered in each phase.

Let’s take a look at what the project manager is responsible for in each phase:

1. The initiation phase

Get everyone onboard. The project manager defines the organization, client, or customer’s goal, identifies key stakeholders, the project team, and the scope of work of the project , and determines measurable objectives for the team.

2. The planning phase

Strategically prepare and map out the project. The project manager is responsible for creating a detailed project plan and outlining the project schedule that includes the major project milestones and describes what tasks or deliverables make up each milestone. This is important because the project plan provides a strategy and project checklist to help properly manage resources, budget, and timeline along the project life cycle.

3. The execution phase 

It’s go time. In this phase, the project manager’s main job is to oversee the team’s efforts and ensure everyone understands what’s expected of them, what tasks need to be done, and how and when to complete those tasks to ensure everything is done within the project schedule. 

4. The closing phase

Time to wrap up the project. The project manager must identify that their team has completed all of the requested outcomes, then present the final product to the stakeholders to sign off and officially close the project.

📌 Key takeaway:

By following the project life cycle, you’re ensuring that you are: 

• Capturing the expectations of your customer
• Setting your project up for success with a plan
• Executing project tasks and addressing any issues or project risks that arise
• Closing out your project to capture any lessons learned and improve the next projects

Critical factors for successful project management can vary from one project to another, but here are a few factors that should remain constant no matter the type of project or what industry you’re in:

✅ Set SMART goals  

✅ Understand the project scope and prevent scope creep

✅ Identify project risks and create a risk management plan

✅ Clearly defined roles and responsibilities

✅ Effective team communication

✅ Maintain a high level of project visibility

How project management software gives teams flexibility 

With so many factors that can impact project success, using project management software can help to keep everyone and everything on track and ahead of curveballs.

A good project management app can take so much of the burden of managing projects off your shoulders by providing teams with the tools they need to get a high-level overview of their work, streamline business processes, create efficient workflows, communicate more effectively, and make collaboration seamless and more enjoyable. 

ClickUp , for one, helps project managers and teams plan, manage, track projects, and collaborate with each other—all in one place. Its fully customizable platform gives teams the flexibility and the advanced tools they need to create the most efficient workflow that best suits their project needs and preferences. 

And because the platform is fully customizable, teams in ClickUp are fully equipped to handle any type of project and support any type of project management methodology , including the most common approaches such as Waterfall, Agile (Scrum and Kanban), Lean, Six Sigma, and more. 

Key ClickUp features for effective project management include :

• Customizable views : View your projects your way; choose from 15+ views, including Gantt Chart, Timeline, and Workload view
• Custom automation : Save time, keep your processes consistent, and streamline your workflow
• Custom task statuses : Add and assign different stages to your tasks to improve project visibility 
• Custom Fields : Add more context to your tasks and display important information 
• Goals : Stay on track to hit your SMART goals with clear timelines, measurable targets, and automatic progress tracking 
• Project milestones : Easily set milestones to help you stay on top of important deadlines and track your team’s progress against major checkpoints
• Dependencies : Add “blocking” or “waiting on” dependencies between tasks to set a clear order of operations, so your team always knows what to work on first
• Task checklist : Create a to-do list within each task to ensure all steps are completed before moving the task forward
• Dashboards : Build a mission control center for each project, team member, and more to  ensure every project stakeholder has the information they need to control any project risk and keep the project delivery within its timeline
• Global time tracking : Track time spent on tasks, set estimates, add notes, and view reports of your time from anywhere
• Assigned comments : Create and assign action items directly within a comment 
• Mobile app : Keep your projects accessible wherever you go with the ClickUp mobile app
• Integration : Connect ClickUp to over 1,000 of your favorite work tools to streamline your workflow  

Now, let’s take a look at a few real-life project management examples and learn how other industry experts have successfully delivered projects using the right methodology and tools!

5 Project Management Examples and Tips for Successful Project Delivery

1. marketing project example: creating a cross-functional workflow.

Jakub Grajcar , a Marketing Manager at STX Next, leads a team of content and social media specialists, spearheads the Marketing department’s lead generation and brand recognition strategy and works with multiple departments to deliver projects. A typical day for the team includes executing upwards of five content deliverables, with Jakub often reviewing 10+ different projects at a time.

The problem?

Working with our Product Design department was a chaotic process. Our teams struggled with communication because we lacked project visbility—we often didn’t have clear information about whether tasks were still under review or needed more work.  We absolutely needed a system that would allow me and the Head of Product Design to get an overview of the entire process and come to grips with all the work in progress and upcoming tasks.

The goal? To help improve global collaboration across departments , and content marketing processes, speed up project completion and delivery, and keep the teams aligned on goals, project timelines, and so on by creating a cross-functional workflow and standardizing processes in ClickUp.

Here’s how Jakub and his team carried out this initiative: 

Initiation phase

• Identify the project: To create Marketing Sprints templates and team Dashboards 
• Define the desired outcome: Manage multiple projects, streamline partner outreach, and speed up the content production process

Planning phase

• Project management methodology: Agile  

Execution phase

Task checklist:

• Create Folders for each department and set up Lists within each Folder
• Within each List, create tasks and subtasks to breakdown the work even further 
• Save tasks as a template that can be reused as many times as needed
• Set up Custom Task Statuses to give each stage of the project a designated name 
• Add Custom Fields to each List to display and keep key information easily accessible
• Added custom automation to automatically trigger an action and push the project to the next step 
• Save the Folder as a template to be reused for the next Sprint and to keep processes consistent 
• Build a custom Dashboard with real-time reporting to display key data and improve task visibility

Closing phase

• At the end of the project, Jakub and the teams within STX Next tested the new Marketing Sprints template and Dashboard to ensure the process was smooth for everyone involved in the project and all of the custom automation in ClickUp was set up properly.

📌 Use this Marketing Sprint Folder template to help with project planning, keep project activities visible and organized, and streamline your processes. Hit the ground running with pre-set Board and List views, task estimation capabilities, and customizable automation!

2. SEO project example: Scaling content production

Adele Payant , ClickUp’s SEO Specialist, is responsible for researching opportunities and creating content briefs for the writers to use as a guide when drafting articles for the blog page. And to write compelling content briefs, she has to perform keyword research, competitive analysis , and other important related tasks, and ensure the content brief is detailed and easy to follow for the writers. 

The biggest challenge in our SEO blog workflow was focusing on scaling our content production without impacting the quality of each blog.

To create a clear and repeatable system to help our SEO team ramp up the volume of briefs without compromising the quality of the brief and reduce unnecessary back-and-forth communication.

Here’s how Adele executed this project:

Initiation phase 

• Identify the project : Create a detailed and structured SEO content brief template
• Define the desired outcome: Create a structured and consistent workflow for researching and creating content briefs, and speed up the approval process

Planning phase 

• Connect with the writing team to capture feedback about the current process 
• Start a new Doc and use the rich-editing tools to structure your page
• Add headers to define the sections in your Doc clearly
• Embed links to example articles and other key data from keyword research
• Add nested pages to capture notes for the assigned writer to review before drafting the article
• Save the Doc as a template 

Closing phase 

• To ensure the content blog brief is up to par, the Sr. SEO Manager, Sr. SEO Specialist, and Sr. Content Managers reviewed the Doc and presented the template to the content writers to review for readability and to gather feedback. The project is officially closed after all stakeholders have approved it.

📌 Use this SEO Content Brief template to clearly state your goals and objectives, and share it with your writers to improve content delivery.

For more SEO project management tips, check out ClickUp’s Sr. SEO Manager’s article: Tips to Optimize Your Workflow . 

3. Customer enablement project: Launching a new program

Robin Wisner , ClickUp’s LMS Administrator, is responsible for delivering a new initiative to give ClickUp customers a fun and interactive way to learn how to use ClickUp and maximize the features within the platform.

The Customer Enablement team, of which Robin is a member, launched ClickUp University (CUU) in November 2021. The new program received an overwhelmingly positive response from ClickUp users and ultimately gave the team the green light to launch another option to help further enhance user experience.

To accomplish this, she led the initiative to launch CUU Certificates—a program intended to recognize the ClickUp users’ product knowledge and reward them for completing the course exams.

The biggest challenge for a project of this scale was managing across so many teams with competing priorities .

To delegate work effectively and launch the new certification program on time to provide a measurable process for customers to successfully onboard and enhance their experience as a ClickUp user.

Here’s how Robin and the project team members made it happen:

• Identify the project : Launch and promote the new certification program 
• Define the desired outcome: To collaborate with different teams to design and launch the new certification program.
• Project management methodology: Waterfall
• Outline objectives for each certification level and course in ClickUp Docs
• Develop beta test group and SOP for testing in ClickUp Docs
• Outline the diagram taxonomy and customer journey in ClickUp Whiteboards
• Create ClickUp Tasks for content development and assign them to the designated team members 
• Use the ClickUp Form to submit a design request for the certificates
• Submit a request to create a new help center overview article
• Collaborate with the Dev Ops team to code and manage website design
• Run tests with the beta test group and collect feedback 
• Create internal and external enablement materials
• Submit a request for marketing promotional materials 
• To finalize and close this project, the project stakeholders reviewed the creative designs and tested the website’s performance and user experience. The approval was given once project requirements are met. 

📌 Use this Feedback Form template to customize your feedback collection, view all your feedback in one place, and improve your products and services.

Bonus: Project Management Software for Freelancers

4. Education project example: Building company-wide data reporting dashboards

Morey Graham , the Director of Alumni and Donor Services (ADS) at Wake Forest University, leads and manages fundraising campaigns , alumni relationships, brand identity, and publications within the Wake Forest community. 

Because teams worked on separate platforms, it created work silos that led to duplicated efforts and poor team communication. We also lacked visibility into our data which impacted our ability to make strong business decisions for the organization.

To find a new project management tool that is user-friendly for all the departments and to create a business dashboard that displays and updates data in real-time to help improve project visibility across the organization.

Here’s how Morey and the ADS department delivered this project:

• Identify the project : Create an accurate and reliable project dashboard for leadership and team members
• Define the desired outcome: Improve data reporting and task visibility across departments, and align team goals

Task checklist

• Consolidate work tools and integrate apps together to streamline the data reporting process
• Set an all-hands meeting with the department to collect feedback about the current process and document meetings notes in a Doc or Notepad
• Create a Space for each department to organize work by departments
• Within each Space, create a Folder for each project
• Within each Folder, create a List for each team member 
• Create Custom Statuses for every stage of the project
• Set up and add tags to tasks to categorize and link related tasks together 
• Establish goals and document targets for each in ClickUp Goals  
• Define your Dashboard audience and data story
• Choose the right KPIs to support the data story
• Select the widget that matches your reporting requirements
• Present the project to the department head and key stakeholders for review and approval to close the project. 

📌 Create custom Dashboards in ClickUp to get a high-level overview of all your initiatives, highlight KPIs, project status, and progress, to keep everyone on track and aligned at all times.

5. Product launch project example: Launching a new product feature

To further expand ClickUp’s list of features for project management, the company set out a huge initiative to build and successfully launch a new product feature, ClickUp Whiteboards . Spearheading the project is ClickUp’s Group Product Manager, Zach Blodgett .

The company’s vision was to create a powerful yet easy-to-use digital collaboration tool that project managers, executives, and team members could use to level up their brainstorming, planning, and execution processes.

The problem? 

The biggest challenge was team size and a rapidly approaching deadline. The deadline was immovable and we had a ton of stakeholders from GTM, sales, pricing & packaging, growth, support, CSMs, EPD. We had to ensure they knew what was going out, what was next, and how to talk about Whiteboards.

To use a project management tool to help manage tasks, communicate with stakeholders across the globe, and minimize risks and bottlenecks to deliver the new and highly-anticipated product feature within the agreed-upon timeline.

Here’s how Zach and the company launched a successful project launch:

• Identify the project : New feature rollout 
• Define the desired outcome: To successfully deliver a responsive and functional new feature and create GTM campaigns for launch day
• Project management methodology: Lean
• Delegate tasks to the respective team members within the Product and Engineering team
• Use the ClickUp-Github integration to preview branches populated in the tasks
• Create Clip videos to report bugs in development and to easily relay complex issues to other teams
• Connect with the Creative team to shoot promotional videos and ads
• Connect with the entire company to run beta testing and collect feedback
• Run tests with the Security team
• Collaborate with Sales to determine the pricing model
• Work with the Product Marketing GTM team to create a marketing campaign plan for the launch
• Set important milestones and schedule for beta release

Closing Phase 

• The CEO, Sr. VP of Engineering, and other key project stakeholders reviewed the product feature, and approved the final product before launch day.

Here’s the final look—check it out!

📌 Create a step-by-step approach to how your organization will bring a product to the market, and use this Go to Market Strategy template to help you ship faster!

Handle Any Project With Confidence By Using ClickUp

Successful project management starts with understanding what the ultimate goal of the project is, understanding the key elements that go into an intelligent project plan, and creating a smooth and actionable strategy to get there—refer to the project management examples above to help spark ideas.

You’ll also need to ensure to implement the appropriate methodology to guide you through the entire process and utilize the project lifecycle to keep you on track. 

And to make your life as a project manager as easy as humanly possible, you need to use a project management tool like ClickUp to help keep everything in order and bring all your work to one centralized place. Use it to track project progress, manage project risks and resources effectively, collaborate with your entire organization, and so much more. 

With its extensive list of customizable and functional features, you’ll be fully equipped to handle any type of project management approach, manage multiple complex projects at once, set up the most streamlined workflow, support your remote and hybrid teams, and confidently deliver quality projects on time, every time. 

(cue “That was easy” sound effect 😉)

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