4 S T E P S T O C R E A T I N G A

P R O J E C T P L A N

Y O U R T E A M W I L L L O V E

O v e r v i e w

1 Complete the project statement

2 Define and allocate tasks

3 Add other project artifacts

4 Assign the work

C o m p l e t e t h eP r o j e c t

S t a t e m e n t

The Project Statement is also known as

the Project Profile, Project Charter or

Project Definition. This is the master

project document and communicates

to one and all the intention of the

project and high­level information.

In this document you will want to

make very clear what the goal of the

project is. It is important for all

involved to know where the finish line

is. Some of this Project Statement

information (e.g. status, scheduled

finish date, etc.) gets updated

throughout the course of the project

and in many cases, statement

information is used to collate project

status reports as the project

progresses.

1

D e f i n e a n dA l l o c a t e T a s k s

Decide on the tasks needed to complete

the project successfully or at least the

tasks you know about at this stage. You

might elect to use a simple task list or

maybe a WBS (work breakdown

structure) that has parent and sub­tasks

and dependencies between tasks (i.e.

one task cannot start until the previous

task finishes). At this stage you may

also elect to use Microsoft Project to

draw up the task list and assignments.

If you use Microsoft Project to create

your WBS, you should be aware that

Microsoft SharePoint and Microsoft

Project Professional have very tight

integration with a two way sync feature.

2

A d d O t h e rP r o j e c t

A r t i f a c t s

Assuming you have created your Project

Statement and project tasks, you can now

create any extra artifacts required to

manage your project. If you are lucky

enough to have local guidance, you are

creating the artifacts from given

templates. If you are really lucky, you are

creating the artifacts using templates

given in your collaborative site.

Candidate artifacts include goals,

documents, issues, risks, etc. In essence

these are the project management sub­

processes for your project.

3

A s s i g nt h e w o r k

Some project managers tend to do more

work on the project than they need to and

often find it difficult to delegate. Given that

we are talking about collaborative project

management, it is important to remember

that the project work can and should be

delegated.

4

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