Project Management Planning: Process & Tools

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  • 0:05 Project Management Planning
  • 0:46 Basic Definitions
  • 1:28 The Planning Process
  • 4:00 Planning Tools
  • 5:20 Lesson Summary
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Lesson Transcript
Instructor: Brianna Whiting

Brianna has a masters of education in educational leadership, a DBA business management, and a BS in animal science.

In this lesson, we'll learn about project management planning. We'll look at some steps involved in planning a process, as well as explore some valuable tools when planning a project.

Project Management Planning

Meet Adam. Adam just got promoted to project team manager at his job working for ABC Corporation. Shortly before the project was to begin, the project manager quit, leaving ABC Corporation to find a new individual to oversee the project. It was at that time that they decided to appoint Adam as the new project manager.

Feeling overwhelmed about his new position, Adam decided to research the various steps to take a project from start to finish. He also brushed up his knowledge about the resources that would be beneficial in helping to manage the project. What Adam was essentially learning, is the process and tools often used with project management planning.

Basic Definitions

Let's take a moment to provide a foundation of terms to better understand the process and tools of project management planning. First, there's project management, which is the process of completing a project from start to finish. A project manager is the individual assigned to oversee the process.

So, the process of project management planning is a combination of steps to complete a project. In other words, it's a list of steps that project managers go through so that the project can be completed successfully. The tools are the resources the project manager can use to aid them in the process. As the lesson continues, we'll learn more specifically what those tools are.

The Planning Process

The following steps are often taken by project managers when completing projects:

Step 1: Identify a Project

Before a project can even begin, a company needs to decide what the project will be. This means knowing what the company needs and what projects can be done that will benefit the company. For example, in order to be an effective project manager, Adam needs to decide what project will be completed and why that project is important to the goals of the company.

Step 2: Determine the Details

Once a project has been established, the next step is defining the key details. Ultimately, this is the step in deciding who will be working on the project, what their responsibilities will be, the timeline of those responsibilities, the resources that will be used, and the budget. So, this is the step when Adam will meet the members working on the project. He'll then assign each of them a task. For example, Maria, the company's graphic designer, might be responsible for designing all of the graphics for the project. Adam will also need to pick a time when the project will be completed, how many hours will be allocated to the project, and how much money ABC Corporation will allocate to the project.

Step 3: Start the Project

When all of the details and planning have been completed, the project will then begin. So, once Adam has planned all of the details for the project, it's time to actually begin working on it.

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