Part of your project plan includes the project scope, which clearly defines the size and boundaries of your project. You create it in the project initiation phase before your project plan and present it to key stakeholders to get the project signed off. The charter describes a project’s goals, objectives, and resource requirements. It’s a formal short document that states a project’s existence and authorizes project managers to commence work. project charterĪ project charter provides an overview of a project. A work plan focuses on helping project teams achieve smaller objectives, whereas a project plan provides a high-level overview of an entire project’s goals and objectives. work planĪlthough similar, work plans are not as comprehensive as project plans. Here’s how a project plan differs from other project planning elements. Defining project objectives, roles, deadlines, responsibilities, and project milestones.Assessing any potential roadblocks and planning for those scenarios.Identifying resources and ensuring availability.Defining a project schedule or timeline.Typical tasks within the project planning phase include: PHASE 4: Project Close-out - where you review the success of the project.ĭuring the project planning phase, you extend the project charter document from the initiation phase to create your detailed project plan.PHASE 3: Project Execution - where you touch base with resources, monitor the timeline and budget, and report back to stakeholders.PHASE 2: Project Planning - where you define specific tasks, assign responsibilities, and create the project schedule. PHASE 1: Project Initiation - where you identify a business need or problem and a potential solution.Project planning is the second phase in the project management lifecycle: In short, your project plan serves as a central hub to define, organize, prioritize, and assign activities and resources throughout your project’s life cycle. Resources needed to complete the project - like project management tools, cash, freelancers, and more.Work breakdown structure - especially if you have multiple team members working on different or simultaneous tasks, in which case, you may also need a Project Planner.Communication plans - to keep everyone informed of progress, achievements, and potential roadblocks.Timelines and Gantt charts for key milestones - like start and end dates, getting your 200th customer, or launching an event or app.In addition to setting the purpose of your project, it should include other materials and deliverables relevant to the project, such as: A project plan is a formal document that outlines an entire project’s goals and objectives, specific tasks, and what success looks like.
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