Select Page
← Go Back

The basic project planning steps that every project manager needs to know can be broken down as parts of the first two phases of project management: Initiation and Planning. While those phases give a broad outline of what should be happening at different stages of a project’s lifecycle, they don’t provide much of a clear picture of how to go about your project planning.

what is project planning

If you’re looking for something that gives you an easier to follow roadmap, the following project planning steps should provide one:

  1. Create and Analyze Business Case
  2. Identify and Meet Stakeholders for Approval
  3. Define Project Scope
  4. Set Goals and Objectives
  5. Determine Deliverables
  6. Create Project Schedule and Milestones
  7. Assignment of Tasks
  8. Carry Out Risk Assessment

Project planning doesn’t have to be difficult or cause any nervous stress since the beginning of every project is basically the same. You can follow the same set project planning steps and hone them through experience of every project you are involved with.

Breaking down the steps

  1. Create and Analyze Business Case

The business case is the reason why your organization needs to carry out the project. It should outline the problem, such as a lack of repeat customers or a day longer supply line than competitors and describe how this will be solved and how much monetary benefit should accrue to the organization once the project is completed.

  1. Identify and Meet Relevant Stakeholders for Approval

Identifying project stakeholders means listing anyone who will be affected by your project, so includes the public and government regulatory agencies. For the project planning phase however, it should only be necessary to meet those who will directly decide whether the project will happen or not.

  1. Define Project Scope

The scope of your project is an outline of what it is and isn’t setting out to achieve. It is necessary to delineate the boundaries of your project to prevent “scope creep”, i.e. your resources going towards something that’s not in your project’s goals.

  1. Set Goals and Objectives

The goals and objectives for your project will build on the initial objectives outlined in the business plan. At this step you will give finer detail to the initial broad ideas and set them in a project charter as reference points for your project as it proceeds.

Increase your business agility with Clarizen’s project management software

It is a two-way street however, as, with growing skills shortages and the likely exodus of hundreds of thousands of EU citizens employed by UK business and public service, the country is likely to face huge labor shortages in the near future which threaten to derail its current high economic performance.

  1. Determine Deliverables

Deliverables are the concrete results that your project produces. One of the most important project planning steps is to decide on what these deliverables will be and who is responsible for both producing and receiving them.

  1. Create Project Schedule and Milestones

Your project schedule is a very important document that outlines when different tasks of a project are due to begin and end, along with major measurement milestones. It will be referred to when measuring project progress. It will be available to all stakeholders and should be adhered to as closely as possible.

  1. Assignment of Tasks

Within your team everyone should know what their role is and who is responsible for different elements of the project. Assigning tasks clearly should remove any uncertainty about roles and responsibilities on your team.

  1. Carry Out Risk Assessment

Having a functional risk management plan means performing a strong assessment at the planning stage of the project. All potential risks should be identified along with their possible effect on the project and likelihood of occurring.

What are you waiting for?

Learn why Clarizen is the right choice to engage your workforce and accelerate your business.

Learn How to Get 30% Higher Return on PPM Assets.

Get the Full Gartner's 6 Best Practices White Paper.
Preview: Gartner’s 6 Practices for Managing Portfolios to Drive Business Value
In the Gartner Market Guide for Adaptive Project Management & Reporting guide, Gartner, Inc. provides recommendations and evaluation criteria for executives and PMO leaders assessing Project and Portfolio Management (PPM) solutions. This guide outlines the adaptive project management and reporting process flow as well as a market review of current providers in the following categories:

However, another culprit may be limiting the success of your portfolios: Gaps in your PPM practice.

In a recent report, Gartner urges CIOs and portfolio managers to assess their organization’s performance against six best practices and develop an action plan to fill any gaps. The report notes that “Integrated portfolio management and governance has an important role, because well-governed I&T portfolios result in superior organization performance, with an increased return on assets of 30%.”

Download the report to learn how to:
  • Ensure that the intake process, prioritization and investment decisions that deliver business outcomes align with the organization’s strategy.
  • Create an adaptive culture to ensure that resources can support changing business (consumer) needs.
  • Track key performance indicators (KPIs) based on what the business cares about.
  • Put in place benefit realization, including continuous feedback to future prioritization decisions and business case assumptions.

Gartner’s 6 Practices for Managing Portfolios to Drive Business Value
If you like the preview and want the FULL PDF file, please provide your information and you can download it
Buyer’s guide to project management software