Get an estimate of project cost. This includes your financial budget and can also extend to time and resources for your team. Even if they’re not available to participate in the meeting, you should include them in the planning document. Everyone on your project should have a defined role. Try agreeing on specific numbers or percentage changes you’d like to see in certain areas of your business.Ĭonfirm who else needs to be involved. How will your team measure success? The more specific your metrics, the better chances for your team to reach them. Document these pain points in the relevant sections. Align with your team on the problems you’re trying to solve. Invite other stakeholders to help define your plan. Before you start filling in the different sections, invite your team, clients, and other stakeholders to join you on a voice or video chat (up to 25 participants can join at any given time).ĭefine project goals. Get started by selecting the Project Planning Template, then take the following steps to make one of your own. Miro’s whiteboard tool is the perfect canvas to create and share them. The plan will also help you clarify available resources before you kick- off a project, as well as expected deliverables at the end of the project. Use it to proactively discuss team needs expectations and baselines for timeline, budget, and scope. Project plans are most useful when you outline the project’s “what” and “why” to anyone who needs to give you project buy-in.

When you’re in the production phase of any project, planning documents will save you time and money by encouraging teams to consider hidden costs and the tasks involved from start to finish. Goals defined, and tasks you need to complete to achieve themĭelegating task management to your team membersĬost estimates for each phase of the projectĭeliverables expected at the end of the project What is a project planĪ project plan is a single source of truth that helps teams visualize and reach project milestones.The plan typically includes: Keep reading to learn more about project planning and the Project Planning Template. Once you get permission to move forward, you’ll need to map out the project's who, what, when, where, and how. The first step is getting approval from a key decision-maker like upper management.

Project planning helps you prepare for any project.

Project planning tools online