How to Manage a Project

Making a Project Plan

Additional Materials

Making a Project Plan

After the "Getting Started" stage, the next step is to complete the project scoping and produce a Project Plan. This section covers the five steps you need to scope a project and produce the information you need to create a Project Plan. Please note that this same process is also suitable at the project proposal stage to create a project proposal or project brief.

To use this section please do the following:

1.    View and print "How to Scope a Project"

This gives an overview of the five steps.

2.    Scope and Plan your project in five steps

Use the links in the side menu on the left that appear under "How to Scope a Project" to access instructions as to how to carry out each step. If you simply follow these five steps, they will provide you with the information you need to produce your Project Plan.

3.    Create a Project Plan from the results of the project scoping

The side menu contains links to an explanatory document Project Plan Layout and Planning Templates. The latter includes a downloadable Project Plan Template, an example Project Plan, and "How to Scope and Plan a Project" - the fives steps to project scoping summarised in Adobe Acrobat format.

4.    Use the Plan to Communicate

Review "Using the Project Plan" which covers how to use the Project Plan to communicate your project to others.

5.    Use the Additional Materials if you need them

We have provided three Helpnotes.

  • Implementation Planning
    A note on how to adjust and tune your plan to minimise disruption to day-to-day operations.
  • Critical Path Analysis
    An introduction to the techniques.
  • Drawing Planning Charts
    A note describing how to use Word or Excel to draw the various planning charts - Gantt charts, milestone plans, stages diagrams. It includes instructions on how to create such charts.

And the Outcome of this Stage

If all goes well, then the ideal outcome of this scoping and planning stage is: