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PMP Fundamental Course - 6 Steps To Create Project Management Plan

Lesson 2

Last updated on Oct 03, 2024

Have you ever been part of a project that seemed to move aimlessly, struggling with missed deadlines and unclear goals?

It can be frustrating when a project lacks direction and organization, leading to confusion and inefficiency. This often happens when there isn't a clear project management plan in place.

A project management plan is essential for guiding a project from start to finish. It outlines what needs to be done, who will do it, and how it will be accomplished. 

Without it, projects can quickly become chaotic, with team members unsure of their tasks and deadlines slipping by.

So, how can you avoid these pitfalls and set your project up for success? The answer lies in developing a comprehensive project management plan. 

This plan acts as a roadmap, providing clear instructions and a structured approach to achieving project goals.

In this tutorial, we'll walk you through the steps to create an effective project management plan. By following these steps, you can ensure your project stays on track, meets its goals, and is completed on time.

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How Do You Develop A Project Plan? 

By following the steps below, you can create a comprehensive project plan as a roadmap for successful execution.

Step 1 - Develop a Basic Project Planning Template

Begin by understanding what a project plan looks like for your organization. Utilize any existing resources such as project plan examples or templates to guide you. Leverage tools provided by your company, like high-level planning templates, worksheets, model plans, or project calendars to start crafting your plan.

Step 2 - Set Clear Project Objectives  

Select a template or example that best fits the type of project you are managing. Tailor your project management plan to align with your project’s nature, team composition, and specific requirements. For instance, IT project plans for new technology may differ from agile project plans or more extensive strategic plans. Incorporate tools like Gantt charts and task lists to enhance your plan’s effectiveness.

Step 3 - Identify Key Stakeholders  

Once you have your project outline, pinpoint the essential stakeholders who will influence the project’s success. Gather their requirements and define the project scope and deliverables for each stakeholder. Effective communication skills are crucial in this step to ensure clarity and alignment.

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Step 4 - Gather Feedback from Stakeholders 

A project plan developed in isolation may lack the support needed for success. Involve your stakeholders in the planning process to foster engagement and build a collaborative team environment. Collect feedback through meetings, brainstorming sessions, or individual interviews. This interaction also helps strengthen relationships with key stakeholders.

Step 5 - Integrate Previous Planning Efforts 

Incorporate the outcomes of previous planning stages and any research conducted into your project management plan. According to the Project Management Institute’s guidelines, address the following strategies in your plan:

  • Scope management

  • Requirement management

  • Time management

  • Cost management

  • Quality control

  • Resource management

  • Communication management

  • Risk management

  • Procurement strategy

  • Stakeholder engagement

While these strategies are recommended, tailor them as needed based on the specifics of your project.

Step 6 - Establish a Centralized Location for Your Plan 

Store your project management plan, including the project charter, in a central location accessible to all relevant parties. Ensure stakeholders, team members, management, and clients can easily find and review the plan.

Final Thoughts

Creating a comprehensive project management plan is essential for guiding your project to success.

By starting with a solid template, clearly defining objectives, identifying key stakeholders, and incorporating feedback, you lay a strong foundation for your project. 

Integrating insights from previous planning efforts and centralizing your plan ensures all parties remain informed and aligned.

Effective planning not only enhances project execution but also fosters collaboration and accountability among stakeholders.

Remember, a well-structured project management plan is not just a document—it's a roadmap that directs your project toward achieving its goals. Embrace these steps to ensure a smooth and successful project journey, and set yourself and your team up for success.

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