Manual Project Management Step-by-Step

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Tip: Set firm milestones for essential deadlines and deliverables. You'll be able to track your progress once work begins to ensure you complete tasks on time and keep stakeholders happy.

Look at each deliverable and define the series of tasks that must be completed to accomplish each one. For each task , determine the amount of time it will take, the resources necessary, and who will be responsible for execution. Next, identify any dependencies. Do you need to complete certain tasks before others can begin? Input deliverables, dependencies, and milestones into your Gantt chart , or choose from the many online templates and apps available. Be sure you also understand how to write a project management report for a summary overview of the current status of the project.

How to plan a Project?

What are you waiting for? Tip: Involve your team in the planning process. The people performing the work have important insights into how tasks get done, how long they'll take, and who's the best person to tackle them. Draw on their knowledge!

Jira project management: step by step tutorial

You'll need them to agree with the project schedule and set expectations for work to run smoothly. No project is risk -free.


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Are there any issues you know of upfront that will affect the project planning process, like a key team member's upcoming vacation? What unforeseen circumstances could create hiccups? Think international holidays, backordered parts, or busy seasons. When developing a project plan, you should know how to manage risk in a project and consider the steps you should take to either prevent certain risks from happening, or limit their negative impact. Conduct a risk assessment and develop a risk management strategy to make sure you're prepared. Tip: Tackle high-risk items early in your project timeline, if possible.

Or create a small "time buffer" around the task to help keep your project on track in the event of a delay. Explain how your plan addresses stakeholders' expectations, and present your solutions to any conflicts. Make sure your presentation isn't one-sided. Have an open discussion with stakeholders instead.

Next, you need to determine roles: Who needs to see which reports, and how often? Which decisions will need to be approved, and by whom? Housing all project plan data in a single location, like a collaboration tool , makes it easy to track progress, share updates, and make edits without filling your calendar with meetings. Communicate clearly. Make sure stakeholders know exactly what's expected of them, and what actions they need to take. Just because it's obvious to you doesn't mean it's obvious to them!

Not looking forward to having an open discussion with your stakeholders? Here are some strategies to arm yourself against difficult stakeholders to keep the project planning process moving forward. Rather than telling stakeholders their expectation or request is unrealistic, tell them what's required to make it happen, including how much time, money, or manpower.

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Let them decide if it's worth dedicating the extra resources. Congratulations, you've completed your project plan! Next step: Schedule a project kickoff meeting. Now the real work begins. Setting the right tone in the kickoff meeting can make or break your project. Follow our step project kickoff checklist to streamline your project management processes and start on the right foot. And if you have any additional tips on how to manage a project from start to finish , let us know in the comments below!

Ready to build your project plan?


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As a project management beginner, you might have a few questions about Gantt charts An asteroid has just collided with Earth. Ideally, we should talk to them in order to understand their pain points and their needs. If we have troubles to empathize with a particular user, we use the Empathy Map. Another good practice is to create personas and scenarios and keep them handy so that the whole team can have access to them easily. If you already have a team, we need to make sure they are right for this specific project.

Ideally, we should work with a cross-functional team. We need to define what success looks like for your project. Success can be interpreted differently depending on who you are talking with so it is important that all stakeholders, clients, project managers and the team know the criteria that would make the project a success.

It is very powerful to involve the whole team because each of them may come from different backgrounds and may have different ways to solve problems. We aim to be bold and not to go into the nitty-gritty of the solution. A prototype can be done on paper or using a mock-up builder like Justinmind, Balsamiq or similar. The idea is to build a simple and low-fi prototype that we can show to your users in order to get feedback from them.

See a Problem?

Before we start working on our sprints, we need to do a few planning tasks. A Project Scope Document can be created at this stage as a live document that can be updated during the project. But it is also important to know how they can help the team, if they need any resources to do their job that is currently missing and if there is anything getting in their way. The roadmap describes how the product is likely to grow across the next product releases. There are a variety of software out there that provide facilities for roadmap creation but it can also be created on an MS sheet.

In the roadmap, we will map out the major project milestones.

Project Management Basics for Beginners: 13 Simple Project Management Tips

It is a single list of everything needed in the product. It includes the epics and user stories that will have to be developed during the next sprints for specific releases. This is more of a tactical tool and it describes features than the team has to implement. This is another tactical tool.

Project Management Basics: 6 Steps to a Foolproof Project Plan

It describes when the potentially shippable product will be released. A release can be formed of several sprints. As a team, we should all work together to identify risks before we start building.