{"id":1696,"date":"2018-12-18T10:05:23","date_gmt":"2018-12-18T10:05:23","guid":{"rendered":"https:\/\/resourceguru.wpengine.com\/?p=1696"},"modified":"2024-08-26T13:23:22","modified_gmt":"2024-08-26T13:23:22","slug":"create-a-project-plan","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/project-management\/create-a-project-plan","title":{"rendered":"How to create a project plan from beginning to end"},"content":{"rendered":"<p>Imagine the ideal meeting: everyone has arrived on time brimming with ideas, the discussion is lively and there are no disagreements; an idea is decided on quickly and there\u2019s time left to spare.<\/p>\n<p>Even if meetings like this were a reality, what follows is usually the trickiest bit \u2013 creating a project plan. A positive meeting may leave everyone inspired and raring to go but, sadly, it\u2019s much more difficult to translate excitement and good intentions into actionable next steps. Resource Guru are here to help and below is our guide on how to create a project plan.<\/p>\n<p>First, let\u2019s break down what is meant by a project plan. A project plan is the process of establishing and defining the scope, objectives and steps of a project along with a strategy on how to achieve them. It\u2019s very important to create a project plan before any work begins as it will serve as a guide to anyone involved with the work, helping to pinpoint exactly what needs to be done at each stage and the time scale for delivery. It\u2019s not hard to imagine why the lack of a well-designed project plan is a recipe for chaos.<\/p>\n<p>Now, onto the essential steps for creating a great project plan for you and your team.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/create-a-project-plan\/#1-Define-the-scope\" >1. Define the scope<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/create-a-project-plan\/#2-Talk-to-the-client\" >2. Talk to the client<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/create-a-project-plan\/#3-Create-an-outline\" >3. Create an outline<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/create-a-project-plan\/#4-Communicate-with-your-team\" >4. Communicate with your team<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/create-a-project-plan\/#5-Write-your-project-plan\" >5. Write your project plan<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/resourceguruapp.com\/blog\/project-management\/create-a-project-plan\/#6-Review-and-send-out-your-project-plan\" >6. Review and send out your project plan<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"1-Define-the-scope\"><\/span>1. Define the scope<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A project plan is much more than just a set of dates \u2013 it communicates the story with your team that you\u2019re looking to deliver (on time!). In many ways defining the scope is the most important part of the plan as it lays out the common objectives and allows your team to bring up any concerns regarding the work or time frames before anything has been finalised.<\/p>\n<ul>\n<li>To help you define the scope, ask questions like:<\/li>\n<li>What are we going to deliver?<\/li>\n<li>How long will it take us to do this?<\/li>\n<li>Who will be responsible for different elements?<\/li>\n<li>When should we set check-in and review points?<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"2-Talk-to-the-client\"><\/span>2. Talk to the client<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Consulting with your client or contact before finalizing the project plan will demonstrate that you\u2019re keeping them at the forefront of planning and delivery. Of course, any project plan is a compromise between what is ideal and what is possible, but communicating this to the client whilst asking for input from their side should ensure that everyone is well informed and happy with the proposed timeline. Clarify how feedback will be gathered throughout the project and how much feedback can, realistically, get implemented once the project plan is signed off.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"3-Create-an-outline\"><\/span>3. Create an outline<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now that you\u2019ve established the answers to all those important questions, it\u2019s time to start creating a <a href=\"https:\/\/resourceguruapp.com\/features\/resource-scheduling\">resource schedule<\/a> for your project plan. Include as many of the points below as you think your project will require but don\u2019t be afraid to add extra steps if you think they will help you get the work done.<\/p>\n<ul>\n<li>List all the deliverables and the tasks that will need completing<\/li>\n<li>A time frame associated with all the deliverable components<\/li>\n<li>Resources you\u2019ll need<\/li>\n<li>Any non-negotiable elements<\/li>\n<li>Your client\u2019s approval process<\/li>\n<li>Budget<\/li>\n<li>Review period<\/li>\n<li>Final deadline<\/li>\n<\/ul>\n<p>Including a buffer period, usually one or two weeks, in the form of a soft deadline is generally good practice across different projects and industries. Aiming to complete the project for the soft deadline will give your whole team peace of mind and prevent all-nighters and a high-stress office environment.<\/p>\n<div class=\"adblock adblock--bright17\">\n<div class=\"adblock__image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2211\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2019\/12\/grey-shopper.png\" alt=\"Grey Shopper\" width=\"562\" height=\"576\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2205\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2019\/12\/katy-surr.png\" alt=\"Katy Surr\" width=\"552\" height=\"576\" \/><\/div>\n<blockquote><p>&#8220;Resource Guru simplifies the way we work and gives us a holistic view of what&#8217;s happening.&#8221;<\/p>\n<footer><strong>Katy Surr<br \/>\n<\/strong>Resource Manager<\/footer>\n<p><svg class=\"curve__right\" preserveAspectRatio=\"none\" viewBox=\"0 0 42 236\">\n<path d=\"M42,0H0C20.4,38,31.14,77.5,31.14,118S20.4,198,0,236H42Z\" style=\"fill:#40264d;fill-rule:evenodd\"\/><\/svg><br \/>\n<svg class=\"curve__bottom\" preserveAspectRatio=\"none\" viewBox=\"0 0 236 42\">\n<path d=\"M236,42V0c-38,20.4-77.5,31.14-118,31.14S38,20.4,0,0V42Z\" style=\"fill:#40264d;fill-rule:evenodd\"\/><\/svg>\n<\/p><\/blockquote>\n<div class=\"adblock__link\"><img decoding=\"async\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/themes\/resourceguru_2019\/images\/resource-guru-vertical.svg\" \/><br \/>\n<a id=\"customtestimonial\" class=\"button\" href=\"https:\/\/resourceguruapp.com\">Try It Free<\/a><\/div>\n<\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"4-Communicate-with-your-team\"><\/span>4. Communicate with your team<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Good project managers understand the importance of collaboration. Once a rough outline is complete, have a meeting, together or individually, with those involved in the project to see if everyone agrees on the action points and the timeframe. Ask everyone if they feel they\u2019ve been given sufficient time and resources to complete their tasks and for any other feedback thus far. Simply telling people when they need to deliver work completely ignores their individual ways of working and should be avoided where possible. When everyone is on the same page regarding tasks and timeframes then you can expect to get the best work in return.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"5-Write-your-project-plan\"><\/span>5. Write your project plan<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You\u2019ve collated research, client feedback, a rough outline, and your staff\u2019s approval \u2013 now is the time to finalise your project plan. Follow the format of your rough outline, amending and expanding points as needed in a more formal fashion. Use precise language and stick to the point: this should be an actionable plan that everyone can follow and consult. Include any tools you will be using and additional locations your staff can turn to when searching for an answer, like resource folders and any supporting software.<\/p>\n<p>This process can be made easier with Resource Guru\u2019s resource management functionality, as you\u2019ll have the ability to create centralised projects and allocate tasks and resource to everyone involved. Digitising this part of the process makes it simple for you and your team to check in as needed on all the elements of the project.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"6-Review-and-send-out-your-project-plan\"><\/span>6. Review and send out your project plan<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once your project plan is written and thoroughly reviewed, send it to your staff and clients requesting they communicate that they have read and understood it. This is the final push before you can start bringing the plan to life!<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><em>Learn more about\u00a0<a href=\"https:\/\/resourceguruapp.com\">Resource Guru<\/a>, or <a href=\"https:\/\/app.resourceguruapp.com\/signup\">start your free 30 day trial<\/a> today.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Imagine the ideal meeting: everyone has arrived on time brimming with ideas, the discussion is lively and there are no disagreements; an idea is decided on quickly and there\u2019s time left to spare. Even if meetings&hellip;<\/p>\n","protected":false},"author":5,"featured_media":2229,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[38],"tags":[],"class_list":["post-1696","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to create a project plan from beginning to end<\/title>\n<meta name=\"description\" content=\"Creating a project plan based on reality is a challenge. 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