- \n
- Set the project\u2019s vision<\/li>\n
- Define your primary and secondary goals<\/li>\n
- Specify the process you\u2019ll use<\/li>\n
- Allocate your resources<\/li>\n
- Work out the project\u2019s duration and milestones<\/li>\n
- Do risk planning<\/li>\n
- Agree on how the team will communicate<\/li>\n
- Monitor the progress<\/li>\n
- Assess the outcomes<\/li>\n<\/ul>\n
![\"What](\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2023\/03\/What-is-a-project-management-checklist.png\")
<\/p>\n<\/span>What is a project management checklist<\/span><\/h2>\n
A project management checklist is a document that includes all the necessary steps for successful project completion<\/a>. It\u2019s used to keep track of a project\u2019s progress, goals, resources and deadlines. In addition, it allows you to monitor various elements involved in your project journey.<\/p>\n
Obviously, a list in project management is more detailed and contains more information than the one for your grocery shopping. But the goal is the same: to stay organized and keep track of the tasks you have to complete.<\/p>\n
<\/span>Why do you need a quality checklist in project management?<\/span><\/h2>\n
Feeling overwhelmed and frazzled? Fear not! A thorough checklist is your companion in the most hectic times. It allows you to stay cool-headed and see the bigger picture. A single look at the checklist may prompt you where your priorities lie and how each task contributes to the project\u2019s completion.<\/p>\n
Project management checklists are helpful in a number of ways:<\/p>\n
- \n
- Project priorities are clear. <\/strong>
\nIt\u2019s easy to lose track of important tasks when something urgent comes at you every other moment. Successful project managers use checklists to easily identify which task matters. Then, advise their teams on what to complete in the first place.<\/li>\n- You manage your resources effectively.<\/strong>
\nTime, money, labor, materials\u2026 A quality checklist will ensure you\u2019ve considered all aspects of resource management. By using a structured approach, you can allocate your resources efficiently and plan expenses in advance.<\/li>\n- It\u2019s easy to juggle multiple responsibilities.<\/strong>
\nWearing too many hats to move your project forward? You\u2019re hardly alone. Keep your organized list at hand, and you\u2019ll be able to simultaneously oversee all your teams, deliverables, and tasks.<\/li>\n- You confidently prevent issues and mitigate risks. <\/strong>
\nNo project comes to its completion without unexpected twists or disruptions. With a detailed checklist, you can think ahead and identify potential risks before they hit. It allows you to anticipate constraints and run projects more confidently.<\/li>\n<\/ul>\n![\"How](\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2023\/03\/How-to-create-a-project-management-checklist.png\")
<\/p>\n<\/span>How to create a project management checklist?<\/span><\/h2>\n
Only rookies start from a blank page. Experienced project managers, on the other hand, know well that developing any checklist should start with preparation.<\/p>\n
Let\u2019s single out three main steps you shouldn\u2019t miss in the preparation stage:<\/p>\n
Step 1: Research your project.<\/h3>\n
Especially if you\u2019re new to the industry, familiarize yourself with past reports and industry standards. Explore the accomplishments within your company and know what the trends are. Learning the strengths and weaknesses of your team wouldn\u2019t go amiss, too.<\/p>\n
Step 2: Know your stakeholders.<\/h3>\n
Each project has its stakeholder, be they the investors, clients, contractors or company leadership. Therefore, get to know everyone who\u2019s involved in the project development or is affected by its outcomes. Take note of their priorities and expectations. This will help you to effectively map out your project plan and deliverables.<\/p>\n
Step 3: Document project requirements.<\/h3>\n
Each element of your project may have specific requirements you can\u2019t disregard. Find out those requirements and success metrics before you create your checklist. Actively communicate with those who can help you document the nitty-gritty details \u2013 with a potential impact on your project.<\/p>\n
![\"Developing](\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2023\/03\/Developing-a-checklist-for-your-project-management-plan.png\")
<\/p>\n<\/span>Developing a checklist for your project management plan<\/span><\/h2>\n
Now that you\u2019ve done your preparation, grab these nine items to develop an effective checklist.<\/p>\n
1. Set the project\u2019s vision.<\/h3>\n
If something ended successfully, it started with a vision. Why? Because the vision connects your project deliverables with the mission of your organization. In other words, it helps you understand how your project fits into larger corporate objectives.<\/p>\n
Also called a project charter, a vision statement brings all elements together and sets the lighthouse for the entire project. That\u2019s why, while setting the vision, it\u2019s a good idea to take into account the company\u2019s plans and your team\u2019s ambitions.<\/p>\n
Sometimes only a few sentences long, a good vision statement not only serves as a guiding light. It can also help you make a case for your next project, especially if you\u2019re just starting as a project manager.<\/p>\n
Pro tip:<\/strong> Project\u2019s vision gains even more importance in virtual teams where people may never meet each other face to face. As a result, the team is at risk of experiencing \u201cout of sight, out of mind\u201d syndrome. It\u2019s the power of vision that keeps teams connected, engaged, and empowered.<\/em><\/div>\n<\/div>\n2. Define your primary and secondary goals.<\/h3>\n
Every vision needs a roadmap to be accomplished. Goals are the link to tie your project to the vision. Goals should be ambitious, but most importantly, they should be achievable.<\/p>\n
While classifying your goals as primary or secondary, you\u2019ll need to consult the documents you created in the preparation stage. Be mindful and consider the expectations of all parties involved and the resources available.<\/p>\n
Many factors will impact your decisions and what matters most for a particular project. Suppose you\u2019re starting a new business with limited money and a set launch date. In this case, your top priorities are likely to be \u2013 keeping costs low and hitting your deadline. Everything else might have to take a backseat for now.<\/p>\n
For healthcare spaces, making sure conversations are private and everything is easy to clean are especially important. And if you have a product launch in just two months, finishing delivering the project on time becomes your biggest priority.<\/p>\n
Thus, your primary objectives will dictate your project plan and the breakdown of tasks for each milestone.<\/p>\n
Pro tip:<\/strong>\u00a0 Clarity and purpose should be at the center of your attention. As a project manager, define what everyone can agree on. Know the why of your project and set goals that are specific, time-bound and measurable.<\/em><\/div>\n<\/div>\n3. Specify the process you\u2019ll use.<\/h3>\n
Sometimes our job descriptions have nothing about project management, but we\u2019re assigned to complete a project. Challenging, huh? If that\u2019s your case, explore the different frameworks in project management<\/a> (such as the waterfall, agile, scrum, lean and other methodologies). Pick the technique that\u2019ll work best for your particular case.<\/p>\n
If you\u2019re a seasoned project manager, you can go creative with the use of existing tools and frameworks. Mix and match to avoid a forced flow and select the optimal execution plan for your specific project.<\/p>\n
Pro tip:<\/strong>\u00a0 Don\u2019t let methodology drive your thinking. Look at the business environment you\u2019re in, the mission of your project, and the complexity of your project. Afterwards, decide on the approaches that are the most appropriate to produce results.<\/em><\/div>\n<\/div>\n4. Allocate your resources.<\/h3>\n
Equipment, production materials, software, schedules \u2013 everything should be put on your project plan. And if you need to figure out how to divvy up your resources, here are some examples of resource allocation at the company level:<\/p>\n
- \n
- Labor:<\/strong> This includes the people you need to get the job done, whether they\u2019re full-time employees or contractors with different areas of expertise.<\/li>\n
- Tools\/Equipment<\/strong>: Depending on your organization, this could cover everything from software to hardware.<\/li>\n
- Facilities:<\/strong> You\u2019ll need a place to work, whether that\u2019s a big conference room or a whole office building. If you\u2019re 100% remote, then a project management tool should be on your list.<\/li>\n
- Materials:<\/strong> Whatever you need to produce your final product, from office supplies to raw materials for construction.<\/li>\n
- Budget:<\/strong> Of course, all of the above require money, so you\u2019ll need to budget accordingly.<\/li>\n<\/ul>\n
A complete map of your resources will help to cut things for one project and add stuff to the pool for another one.<\/p>\n
![\"Work](\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2023\/03\/Work-out-the-projects-duration-and-milestones..png\")
<\/p>\n5. Work out the project\u2019s duration and milestones.<\/h3>\n
What can be done, and when can it be completed? Resource scheduling<\/a> is all about answering these questions.<\/p>\n
Sometimes, no matter how smart or well-prepared you are, it\u2019s impossible to cram so much into so little time. And don\u2019t even think, \u201cWell, if I can make them work a bit harder\u2026\u201d. Remember, the number of tasks your team can complete is a finite number, and you should have an appreciation for your team\u2019s capacity.<\/p>\n
According to the Pulse of the Profession report<\/a>, only 51% of projects in an organization finish within the initially scheduled times. Avoid becoming a part of these statistics by planning for potential schedule updates. When setting your milestones, allocate time for unexpected delays and roadblocks.<\/p>\n
The next point on our checklist of project management is about being prepared for the unforeseen.<\/p>\n
6. Do risk planning.<\/h3>\n
Risks are like a hurricane. They usually hit without warning and leave you in the middle of something really frightening.<\/p>\n
Your project management checklist must involve a plan on how to survive such risks. So, get prepared before the storm hits.<\/p>\n
Look into your answers to these three important questions:<\/p>\n
- \n
- What\u2019s the expected quality of the final outcome?<\/li>\n
- What\u2019s the timeline?<\/li>\n
- What resources do I have?<\/li>\n<\/ul>\n
Balance all three elements and have a response plan in place. Most importantly, add a little bit of flexibility in your deliverables, timeline, and resources. Ask questions like “What can go wrong?” and “What if…?” and log all risks into a risk register. Don\u2019t forget to set responsibilities for following the risk management plan. Everyone should know their roles when it\u2019s time to address unplanned issues.<\/p>\n
Remember that risk management should be integral to any change request, as changes always impose risks.<\/p>\n
Pro tip:<\/strong> Some team members may avoid discussing risky scenarios and expose their uncertainty. For this reason, encourage open discussions and emphasize the benefits of risk management, such as reduced stress and better control of the project work.<\/em><\/div>\n<\/div>\n7. Agree on how the team will communicate.<\/h3>\n
PMI<\/a> says poor communication is one of the major reasons for project failure.<\/p>\n
All your team members and stakeholders should know how you\u2019re going to communicate throughout the project. You need to have clear communication routes to talk about updates, accomplishments, alterations, and missing elements.<\/p>\n
Projects come in all shapes and forms, but most project communication plans contain some or all of these elements:<\/p>\n
- \n
- Regular emails and messages with project updates;<\/li>\n
- Regular check-ins with people working on the project;<\/li>\n
- Daily\/Weekly check-ins with those assigned high-priority tasks;<\/li>\n
- Biweekly meetings with your entire team (and\/or team leaders);<\/li>\n
- A kickoff meeting to onboard someone new during the project completion.<\/li>\n<\/ul>\nPro tip:<\/strong> If you have remote teams scattered across locations and time zones, team communication becomes tightly linked to the PM tools you use every day. Keep things efficient, and don\u2019t force your project into an Excel file. Consider using project management software like Teamly<\/a> to stay on top of all conversations, tasks, and timelines.<\/em><\/div>\n<\/div>
\n![\"Monitor](\"https:\/\/www.teamly.com\/blog\/wp-content\/uploads\/2023\/03\/Monitor-the-progress.png\")
<\/p>\n8. Monitor the progress.<\/h3>\n
As a project manager, you don\u2019t assign tasks and lean back, waiting for the results to come around. In practice, monitoring will take most of your time and effort.<\/p>\n
You need to know what\u2019s on track, what\u2019s behind, and what needs your urgent attention to be accomplished. You\u2019re the one with the high-level overview of the project, so you\u2019re in charge of centralizing and balancing everyone\u2019s efforts. Who is working on what, and how many tasks are left to be completed? Answers to these questions are important to deliver the project on time and within budget.<\/p>\n
Effective project monitoring involves making necessary modifications along the way. Since projects usually involve multiple tasks that stretch over a long period, monitoring ensures that each task is completed correctly. Also, it helps to resolve any doubts or obstacles in a timely manner.<\/p>\n
Pro tip: <\/strong>Clear and consistent communication is crucial in project monitoring. It\u2019s essential to seek and incorporate feedback from team members throughout the process.<\/em><\/div>\n<\/div>\n9. Assess the outcomes.<\/h3>\n
If you don\u2019t assess, you don\u2019t learn.<\/p>\n
Post-project assessment is a critical process that helps to evaluate your project\u2019s success and identify areas for improvement. By the way, it\u2019s important to decide on the acceptance criteria or key performance metrics (KPIs) so that you\u2019ll be able to assess the end results. Define when the project should be marked as done, and use the data you have collected to evaluate your project.<\/p>\n
Make sure to use surveys and interviews to analyze your team\u2019s experiences, client satisfaction, and the efficiency of your processes. Do it individually or as a team. Considering additional perspectives and insights allows you to get it from two angles and be confident you\u2019ve spotted the inefficient processes.<\/p>\n
The post-project assessment should identify opportunities for continuous improvement. This involves developing a plan for implementing changes that can improve future projects and prevent similar issues from reoccurring.<\/p>\n
- Tools\/Equipment<\/strong>: Depending on your organization, this could cover everything from software to hardware.<\/li>\n
- You manage your resources effectively.<\/strong>
- Project priorities are clear. <\/strong>