Project Planning Process [CREATE YOUR FIRST-RATE PLAN]

Adriana Girdler

Key elements to the project planning process that every PM needs to know! Are you getting ready to start a new project? You need to …

Key elements to the project planning process that every PM needs to know!

Are you getting ready to start a new project? You need to make sure you get the project planning process right because if you master your project plan, you set the rest of your project up for success!

If you have any uncertainty about what should happen during the project planning stage, this breakdown will tell you the main tasks and documents to be focusing on during the planning process.

What is the purpose of the planning stage?

The purpose of the planning stage in project management is to refine and define the scope and objectives of the project so that you can be successful.

There’s a lot that goes into this, but the main aspects to focus on are the project charter, WBS, Steering Committee, and the kickoff meeting.

Project Charter

So, what is the project charter and how do you go about it during the planning stage?

The project charter is the most essential document that you need to have and create in this stage. Theoretically, this is supposed to happen at the initiation stage of project management and you should be given the charter, but this rarely ever happens.

The project charter lays out everything for the individuals in the project including the stakeholders, team, Steering Committee, and the people receiving the project deliverables.

The document outlines your scope statement, background information, deliverables, milestones, budget, roles and responsibilities, and other documents you’re going to use.

Laying out all this information in the beginning stages makes a huge difference to the process and even outcome of your project!

Other Things to Focus on in the Planning Stage

I want to go through all the important aspects of the planning stage with you including the WBS, Steering Committee, and kickoff meeting, so I’ve created a video that goes through all of these in greater detail.

Head over to YouTube with me if you want to finish becoming a project planning master!

I really hope that you found this helpful – and if you did, it would mean so much to me if you would share this article on your social media.

Meanwhile, if you really are committed to mastering your next project, do consider taking my SLAY Project Management online course where I show you step-by-step how to successfully manage a project, plus you get access to every template you will need, along with detailed video instructions on how to fill them out.


Thanks For Sharing!

Photo of author

Adriana Girdler is a project manager, productivity specialist, entrepreneur, professional speaker, facilitator, visioning wizard, and author. As President of CornerStone Dynamics, Adriana is one of Canada’s prominent business productivity and project management specialists—helping both individuals and businesses do what they do, only better. She is a certified master black belt lean six sigma with over 20 years’ experience improving how companies work.

She also holds both PMP (project management professional) and CET (certified engineering technologist) designations. She’s a Tedx speaker, as well as a HuffPost and Thrive Global contributor. She has been interviewed on Global, CBC, CTV, CHCH, 680News Radio, Newstalk 1010, Sirius XM and published in the Globe and Mail and numerous industry magazines. WANT ADRIANA'S FREE ONLINE TRAINING? In 45 min, learn Adriana's 5 project management secrets she use on EVERY project. Sign up for the Free Webinar here: THE FAB FIVE FUNDAMENTALS OF PROJECT MANAGEMENT

SLAY Project Management

Online Course

5 Sections and 24 step-by-step HOW TO Videos! The only 5-hour on-line course that teaches you the PRACTICAL side of project management. This course will guide you step-by-step on HOW to successfully run a project and provides you with all the templates and tips you need to be successful.

Fab 5 Fundamentals

Free Training

Are you striving for successful projects, but get overwhelmed figuring out what elements of project management to focus on for the best results? In the Fab Five Fundamentals of Project Management, you’ll learn the five things you need to do on EVERY project to bring it to success.

Why Projects Fail?

Free Download

If you're new to projects or need a refresher, here's a guide of all the things I learned during my journey. Project success is about knowing how to navigate and stay clear of roadblocks, issues and problems. Understand the top 10 reasons why projects fail and how to avoid them.

Interested In Working Together?

We are business productivity experts. Contact us to learn how we can help your business become more efficient and increase profitability.

Join Our Newsletter

Join over 50,000 subscribers. Get the latest and the best in project management information delivered straight to your inbox.

Follow Us