Managing a project guide Guide

2. Key stages

Initiating

  • refine the project goals, review the expectations of all the stakeholders, and determine assumptions and risks
  • integrate the Project Team (or get one) and clarify their roles
  • Project Brief
  • Project Initiation Document
  • Risk Register
  • Issues log

Planning

  • detail the project in terms of its outcome, team members; roles and responsibilities, schedules, resources, scope and costs.
  • Project Plan
  • Communications Plan

Executing

  • motivate and direct the Project Team so it does the work to produce the deliverables detailed in the plan

Controlling and monitoring

  • supervise project activities to try to ensure they do not deviate from the initial plan and scope.
  • when deviation happens, use a change control procedure to approve and reject change requests, and update the project plan/scope accordingly
  • Project Highlight Reports
  • Dashboard Reports
  • Change management process

Closing

  • formally accept the deliverables and shut down the project
  • review outcomes with the Project Team and stakeholders
  • ensure that ‘follow on work’ is appropriately tasked and accepted
  • Closure and Lessons Learned  report