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Project Plan Template
for Our 5-Step Project Methodology

By Dick Billows, PMP, GCA

 

Summary: In our 5-step project methodology we give you a check list of project steps supported by 12 best practices techniques you will learn, adapted for smaller projects. We start with a broadbrush project plan, then decompose that as we gather requirements. The we use the charter to avoid problems, make clear assignments to our team, optimize the plan and track result and statue. Learn this methodology online with 1-to-1 coaching in our Essentials of Project Management Course

Small Project Planning Template

Use this template as a step-by-step guide to planning with measured achievements as detailed in our Achievement-driven Project Methodology

Present Date:  ____________ Status Date:  ____________ Update Number:  ________

5-Step Project Management Process

Scheduled
Completion

Status
Expected
Completion

1. Project Broadbrush Planning - Sponsor approval of the MOS™ and High-level Achievements
  • Define Project Scope in Measurable Terms
  • Decompose Scope into 4-7 HIgh level Achievement
  • Project Charter with Assumptions, Constraints, Risks, PM Authority
  • Broadbrush Plan Presentation

2. Project Work Breakdown Structure (WBS)
  • Further Decomposition down to the level of"Right-Sized" Assignments
  • Complete Assignment Work Package

3. Estimation of resource requirements, task durations, and completion of resource pre-commitment agreements
  • Clear Assignment
  • Secure Availability and Estimate Work in the Assignment
  • Team Member and Functional Manager Approve Work Package

4. Implementation Schedule (Gantt) - Apply schedule compression techniques
  • Build Dynamic Schedule with Predecessors and work Estimates
  • Optimize the Critical PAth

5. Track actuals and report status
  • Gather Status Data
  • Analyze Variance, model options
  • Report Status

Learn this methodology online with 1-to-1 coaching at your pace and schedule

in our Essentials of Project Management Course

 

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