Project Management for Beginners: Plan Board for Goal, Scope, Schedule, Team, and Risks

Project & Development

Project Management for Beginners: Plan Board for Goal, Scope, Schedule, Team, and Risks

Someone leading a small project for the first time uses this project management template for beginners to set the goal, scope, schedule, team, and risks of the plan on one board. The left page of the whiteboard holds the project charter, the five process groups from initiating to closing, a stakeholder map of influence by interest, and three frames for scope, team, and risks; the right page holds a 4 by 4 milestone table, a risk quadrant of likelihood by impact, and three frames on the weekly check, delays, and closing. The task board has five columns, from planning and preparing to in progress, in review, and done, and starts with 4 parent tasks and 12 subtasks, all not started. Starting work without knowing that a project plan follows a set order leaves gaps, so the five PMBOK process groups run through the board as its flow. It suits small projects that finish in a few weeks to a few months, such as an in-house event or a trial of a new service.

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project management PMBOK project planning risk management beginner
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1. Project charter (one sheet you fil... 2. The five project stages (initiatin... 3. Stakeholder map (a map of the peop... Keep them satisfied Manage closely Monitor (minimum effort) Keep them informed 4. Scope (in and out) 5. Team (who owns what) 6. Risks (what would hurt) 7. Milestone table (the four rows bel... 8. Sorting the risks (how likely by h... Prepare an answer Act on it now Nothing for now Fix it when it hits 9. How the weekly check works (15 min... 10. Deciding when you are late 11. What to leave behind at the end Project Managemen... How to use: (1) W... Purpose, goal, re... Decisions, team, ... Risks and delays What you learned ... Purpose (why you are doing it)e.g. give new hires more contact with each other so they have someone to ask once they are placed Goal (the state when it is over)e.g. hold an in-house social on Oct 20 with 60 people and a satisfaction score of 4.0 or higher Deadline and budgete.g. event day Oct 20, prep starts Sept 8. Cap of $1,000 (venue 350, catering 500, supplies 150) Team (who is responsible)e.g. you are the lead, the host keeps the overall schedule, the venue owner books and sets up, the note taker writes the minutesLead: ____ / Host: ____ / Venue: ____ / Notes: ____ 1. InitiatingWhat you do here: set the purpose, the goal, and the lead, then list the people in 3 and get them to agree.e.g. show the one-page charter to your manager and get approval. 2. PlanningWhat you do here: decide the work, the dates, the team, the costs, and the risks.e.g. set four milestones and write the owner and the check for each. 3. ExecutingWhat you do here: work the plan, send the requests and the orders.e.g. book the venue and send the invitation to everyone. 4. Monitoring and controllingWhat you do here: once a week, look at the gap between plan and reality and act on it.e.g. if you are more than 3 days behind, revisit the scope or the dates. 5. ClosingWhat you do here: confirm the results, close the payments and the records, and hand over.e.g. leave the survey and the real costs on one sheet. 縦軸: High influenc... Report only what is decided and do not bring them the details. Always tell them the outcome so no bad feeling builds up. e.g. tell the head of admin only the venue and the budget decision Invite them to the weekly check and get them to agree to the one-page plan. Explain in person at every milestone. The team in 5 is who does what inside your team; 3 is how you deal with each person, including outside it. e.g. your manager and the admin contact who lends the venue Spend no effort, only keep an eye out. If their interest grows, move them right to keep informed; if it turns out they can block you, move them up to keep satisfied. e.g. another team with nothing to do on the day They care a lot, so tell them what is decided on a regular basis without being asked. Answer their questions quickly. e.g. send the new hires who will attend the invitation and the run of the day in advance In e.g. booking the venue, sending invitations, hosting on the day, the survey Out e.g. making souvenirs, filming and editing a video Writing the out list is what lets you turn down a late request When you do add something, decide together whether the dates or the budget moves One lead only. When a call has to be made, this person makes it e.g. the host keeps the overall schedule, the venue owner books and sets up, the note taker writes the minutes When you ask someone, hand them what to do and by when in writing e.g. fewer than 30 people sign up e.g. the venue cannot be booked, or an owner is away on the day Post them as they come to mind and sort them in the quadrant in 8 When What is finished Who How to check Initiating Sept 8 Charter approved by manager Lead Save the reply Planning Sept 15 Dates, team, budget fixed Lead and host Read it on this board Executing Oct 10 Venue booked, invitations sent Venue owner Booking note and send list Closing Oct 27 Survey and real costs in Note taker One-page report to manager 縦軸: Size of impac... Rare, but it stops everything when it happens. Write one line on who you call and what you do. e.g. a power cut on the day Build the countermeasure into the plan. Put it on the task board with an owner and a date. e.g. not enough sign-ups, so send the invitation twice Just keep a note. Move it up if the weekly check shows things have changed. e.g. some of the supplies do not arrive Assume it will happen, agree the steps, and spend no time preventing it. e.g. a queue at the desk, so open a second line Same weekday and time every week e.g. Mondays from 9:30 for 15 minutes Only three things to look at. Delays, troubles, this week's work Compare what is finished in the milestone table with what really happened Write what you decided on the board, never leave it spoken Once you are more than 3 days behind, the lead decides which moves, the scope, the dates, or the people e.g. the invitation slipped, so souvenirs move to the out list to buy time The sooner you say it, the more options you still have e.g. 60 attendees, satisfaction 4.2, cost $870 (under budget) Write three lines on what worked and three on what you would change Make it so the next owner can read it and run the same steps
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Task board contents

Planning 16 items

Write the charter
Set scope and team
Add dates and risks
Run it every week
Purpose in 1 line
Set a number goal
Set date and budget
List what you skip
Assign the roles
Get people to agree
Set 4 milestones
Write how to check
Sort out the risks
Do the weekly check
Flag delays early
Write the closeout

Preparing 0 items

In progress 0 items

In review 0 items

Done 0 items