PM Lite: Plan the Project


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Planning a project can be an overwhelming task, further complicated by the expectations of a heavy and formal PM process. Before becoming immersed in a project, it is essential to have a firm understanding of how the PM process should be carried out. Often, project planning is ignored in favor of getting on with work; however, many organizations fail to realize the value of a project plan in saving time, money, and mitigating risks. Leverage the tools provided in this module to set out a successful plan that can be used as a baseline for the project.

This module consists of three steps:

  1. Understand PM Lite
  2. Assess Project Details
  3. Determine How To Achieve Project Objectives

When you have completed this module, you will have:

  • A comprehensive guide to help with the project management process, from start to finish.
  • Step-by-step guidance on how to evaluate and set the appropriate level of process for your organization.
  • A sound project planning approach that you can use for future projects.
  • A method for organizing, coordinating, and directing how the project team is going to deliver on its goals and objectives.
  • Various templates to assist in setting out and communicating project expectations.
  • A baseline project plan to compare and analyze actual project progress with estimated expectations.

The care and effort devoted to project start-up and planning makes the most significant contribution to project success. Ensure that the project team is using the necessary planning tools to set the stage for project execution.


Tools included in this bundle:

  • Light Project Management Process Guide
  • Project Definition Statement
  • Macro FAQ Document
  • Project Planning and Monitoring Tool With Macro
  • Project Planning and Monitoring Tool
  • Project Milestones Report

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Search Code: 9831
Published: May 13, 2009
Last Revised: May 13, 2009

1 Comment

  • Missing comment
    Cora Thompson | 01-18-2010

    Nice to have fast overviews for managing projects

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