Project Planning

Savannah Flowers

Step 1: Project Goals

A project is successful when the needs of the stakeholders have been met. A stakeholder is anybody directly, or indirectly impacted by the project.


As a first step, it is important to identify the stakeholders in your project. It it not always easy to identify the stakeholders of a project, particularly those impacted indirectly.

  • Once you understand who the stakeholders are, the next step is to find out their needs.

The next step, once you have conducted all the interviews, and have a comprehensive list of needs is to prioritise them.

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Step 2: Project Deliverables

Using the goals you have defined in Step , create a list of things the project needs to deliver in order to meet those goals. Specify when and how each item must be delivered.


Add the deliverables to the project plan with an estimated delivery date. More accurate delivery dates will be established during the scheduling phase, which is next.

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Step 3: Project Schedule

Create a list of tasks that need to be carried out for each deliverable identified in Step 2. For each task identify the following:

  • The amount of effort (hours or days) required to complete the task.
  • The resource who will carryout the task.


Once you have established the amount of effort for each task, you can workout the effort required for each deliverable, and an accurate delivery date. Update your deliverables section with the more accurate delivery dates.

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Step 4: Supporting Plans

This section deals with plans you should create as part of the planning process. These can be included directly in the plan.


Human Resource Plan


  • Identify by name, the individuals and organizations with a leading role in the project. For each, describe their roles and responsibilities on the project.
  • Next, describe the number and type of people needed to carryout the project. For each resource detail start dates, estimated duration and the method you will use for obtaining them.


Communications Plan


  • Create a document showing who needs to be kept informed about the project and how they will receive the information. The most common mechanism is a weekly or monthly progress report, describing how the project is performing, milestones achieved and work planned for the next period.


Risk Management Plan


  • Risk management is an important part of project management. Although often overlooked, it is important to identify as many risks to your project as possible, and be prepared if something bad happens.

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