{"id":28407,"date":"2020-12-29T10:17:26","date_gmt":"2020-12-29T10:17:26","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?post_type=pm&#038;p=28407"},"modified":"2026-04-05T07:42:11","modified_gmt":"2026-04-05T12:42:11","slug":"how-to-write-a-killer-project-plan-in-6-simple-steps","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/project-management\/how-to-write-a-killer-project-plan-in-6-simple-steps\/","title":{"rendered":"How to Create the Perfect Project Plan [2026] + 5 Templates"},"content":{"rendered":"<p>Here\u2019s the thing about project plans \u2014 they won\u2019t stop things from going wrong.<\/p>\n<p>Even the most well-documented project plan can fall flat. All it takes is a bad stroke of luck or an unforeseen crisis and you\u2019re blown off course.<\/p>\n<p>So why write project plans at all?<\/p>\n<p>It&#8217;s simple: <strong>The real value of a project plan lies in the ability to spot deviations as they occur.\u00a0<\/strong><\/p>\n<p>By having a project plan in place, you\u2019ll be able to recognize and respond to unplanned changes before they get out of hand.<\/p>\n<p>Better still, you can lay out contingency plans to manage project risks and limit the impact of potential catastrophes.<\/p>\n<p>Not only that, but a well-written project plan sets project expectations and documents who is accountable for those expectations. That way you, your customers, your team, and any other stakeholders are on the same page \u2014 literally.<\/p>\n<p>Need help getting started? Follow this step-by-step guide on how to write a project plan and the best tools to use to make each stage of the process simpler.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started with monday.com\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started with monday.com<\/a><\/p>\n<h2>What exactly is a project plan?<\/h2>\n<p>First off, don\u2019t confuse your project plan with your project schedule. Your schedule is only one aspect of your plan.<\/p>\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\">Your project plan is a formal, approved document that outlines the whole project. It\u2019s like the sherpa leading your project up a mountain \u2014 it shows where you go and who\u2019s in control.<span><\/span><\/a>\n<p>A project plan will set out the purpose of your project along with the milestones to reach that project objective. It should cover the resources you\u2019ll use, the timescales you plan to stick to, and the deliverables at each stage.<\/p>\n<p>In short, your project plan defines, organizes, prioritizes, and assigns activities and resources throughout your project lifetime.<\/p>\n<p>For those looking to implement more <a class=\"wpil_keyword_link \" title=\"agile project management\" href=\"https:\/\/monday.com\/blog\/rnd\/agile-project-management\/\" data-wpil-keyword-link=\"linked\">agile project management<\/a> frameworks, a project plan might seem a little rigid at first.<\/p>\n<p><strong>It\u2019s not. It\u2019s just there to work as a guide to keep you on track.<\/strong><\/p>\n<p>Over <a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2018.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">half<\/a> of all projects experience <a href=\"https:\/\/monday.com\/blog\/project-management\/keep-scope-creep-undermining-project\/\" target=\"_blank\" rel=\"noopener noreferrer\">scope creep<\/a>. This is where the team ends up doing more work than originally planned.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-28418 size-full\" title=\"Project completion and failure statistics\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/Project-completion-and-failure-statistics.png\" alt=\"Project success statistics\" width=\"1052\" height=\"632\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Project-completion-and-failure-statistics.png 1052w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Project-completion-and-failure-statistics-300x180.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Project-completion-and-failure-statistics-1024x615.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/Project-completion-and-failure-statistics-768x461.png 768w\" sizes=\"(max-width: 1052px) 100vw, 1052px\" \/><\/p>\n<p>(<a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2018.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>With a defined project plan, it\u2019s far easier to see when scope creep starts to occur and nip it in the bud before changes become uncontrollable.<\/p>\n<p>Basically, by outlining your expectations and intentions for project goals, timescales, and budgets, you can pinpoint the moments when these things start to go awry.<\/p>\n<p>Look, <a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2018.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">50%<\/a> of projects don\u2019t finish on time and <a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2018.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">45%<\/a> of projects are over budget. A project plan can help to curtail wily overspending and late turnaround by identifying these issues early.<\/p>\n<h2>How to write a project plan \u2014 step by step<\/h2>\n<p>There are no hard-and-fast rules for a project plan. It can be as simple or as complex as suits you.<\/p>\n<p>Some organizations just create a simple project plan on a whiteboard or briefly cover what\u2019s what on 1\u20132 pages. Others go into very minute detail about how the project will be executed.<\/p>\n<p>If you\u2019re looking to create a comprehensive project plan that covers all angles, answer these 6 questions&#8230;<\/p>\n<h3>1. Should you start with an executive summary?<\/h3>\n<p>The <a class=\"wpil_keyword_link \" title=\"executive summary\" href=\"https:\/\/monday.com\/go-templates\/project-management-executive-summary\/\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">executive summary<\/a> goes at the beginning of your project plan to summarize everything in the document.<\/p>\n<p>While it goes first, it\u2019s a wise idea to write it <strong>last<\/strong> as you\u2019ll be pulling out the main points from the rest of your plan.<\/p>\n<p><strong>It should be no longer than a page, offering a brief overview of:<\/strong><\/p>\n<ul>\n<li>The project goal<\/li>\n<li>Your chosen project methodology\/framework<\/li>\n<li>The final deliverables and acceptance criteria<\/li>\n<li>Key scope risks and countermeasures<\/li>\n<li>Summary of milestones<\/li>\n<li>An overview of the <a class=\"wpil_keyword_link\" title=\"project timeline\" href=\"https:\/\/monday.com\/blog\/project-management\/project-timeline\/\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">project timeline<\/a> and schedule-based risks<\/li>\n<li>Resource and spending estimates<\/li>\n<\/ul>\n<p>The summary serves as a snapshot of your project.<\/p>\n<p>For stakeholders who aren\u2019t actively involved in the mechanics of the project, they can get an understanding of how it will run without having to delve into the nuts and bolts.<\/p>\n<p>For project managers, the executive summary serves as a quick reminder of the key project goal, scope, expectations, and limitations.<\/p>\n<p>Since a <a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2018.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">third<\/a> of projects don\u2019t meet their original goals, it\u2019s important that project managers review the project plan regularly to stay on track or monitor changes. The executive summary helps them do this quickly without having to read everything all over again.<\/p>\n<p><em>As <\/em>Ben Snyder, CEO of project management training firm, Systemation <a href=\"https:\/\/www.workfront.com\/blog\/how-to-be-a-better-project-manager-81-tips-from-pm-experts\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">puts<\/a> it, you need to <em>\u201clook over the project plan each week and identify the gaps in your project. Pay attention to scope, time, cost, and where you should be via your deadlines and project objectives.\u201d\u00a0<\/em><\/p>\n<p>Your executive summary makes it quicker to perform this review.<\/p>\n<h3>2. What\u2019s the scope of the project?<\/h3>\n<p>There\u2019s nothing worse than starting on a project only for it to balloon.<\/p>\n<p>The project scope sets boundaries. It defines when the project starts and finishes, along with the expectations for deliverables.<\/p>\n<p>In this section, make sure you clearly state what you\u2019re expected to deliver and when you\u2019re accountable for this delivery. You want to make sure everyone involved is on the same page about what\u2019s included within the project\u2019s remit <strong>and<\/strong> what isn\u2019t.<\/p>\n<p>It\u2019s also smart to note which processes your project will affect and how, where projects might overlap, and which processes may have an effect on your project.<\/p>\n<p>You\u2019ll also need to dive into the acceptance criteria for deliverables. This means specifying who approves deliverables and what the process is for these approvals.<\/p>\n<p><strong>Always remember to cover your back.\u00a0<\/strong><\/p>\n<p>Outline the potential risks associated with meeting these expectations and give countermeasures to mitigate these risks. Define exactly who\u2019s accountable for tracking these risks.<\/p>\n<p>In general, this section should aim to cover all the <a href=\"https:\/\/www.researchgate.net\/publication\/337528905_Exploring_factors_behind_project_scope_creep_-_stakeholders'_perspective\/link\/5f79b3f8299bf1b53e0c2fa4\/download\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">potential<\/a> causes of scope creep:<\/p>\n<ul>\n<li>Role\/task uncertainty<\/li>\n<li>Technical complexity<\/li>\n<li>Customer changes<\/li>\n<li>Poor communication<\/li>\n<li>Disorganized activities<\/li>\n<li>Unmanaged risks<\/li>\n<li>Lack of specifications<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-28423 size-full\" title=\"How often do teams create a scoping document?\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/How-often-do-teams-create-a-scoping-document.png\" alt=\"Scope creep scoping document statistics\" width=\"596\" height=\"370\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/How-often-do-teams-create-a-scoping-document.png 596w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/How-often-do-teams-create-a-scoping-document-300x186.png 300w\" sizes=\"(max-width: 596px) 100vw, 596px\" \/><\/p>\n<p>(<a href=\"https:\/\/wellingtone.co.uk\/wp-content\/uploads\/2020\/06\/The-State-of-Project-Management-Report-2020-Wellingtone.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>Organizations complain that <a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2018.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">half<\/a> of all their projects experience scope creep, yet only <a href=\"https:\/\/wellingtone.co.uk\/wp-content\/uploads\/2020\/06\/The-State-of-Project-Management-Report-2020-Wellingtone.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">27%<\/a> of organizations go to the effort of creating a scoping document every time.<\/p>\n<p><strong>Learn from these failures<\/strong> \u2014 create a comprehensive project scope for <strong>every<\/strong> project.<\/p>\n<h3>3. How will you structure your project?<\/h3>\n<p>The way you structure your project will depend on the framework you\u2019re using to guide your project.<\/p>\n<p>For example, if you\u2019re using the waterfall framework, you\u2019ll be planning everything in advance.<\/p>\n<p>You\u2019ll move through all the stages of development sequentially \u2014 initiation, requirement gathering and analysis, design, implementation, testing, and maintenance.<\/p>\n<p>Roles are clearly defined, with each team member stepping in to complete their specialist task at the right phase.<\/p>\n<p>Each phase has a clear start and end date and all the tasks for that phase are completed in one go.<\/p>\n<p>Or you may choose to go with a type of agile framework, such as the scrum framework.<\/p>\n<p>Your project plan will cover how you\u2019ll create your Project Roadmap, User Story Map, and Product Backlog.<\/p>\n<p>It should also plan out how you\u2019re going to work through the Scrum cycle again and again until everything is complete \u2014 create Sprint Backlog, Sprint execution, Sprint product delivery, Sprint review, then refine the Product Backlog.<\/p>\n<p>But you won\u2019t plan in detail what\u2019ll be covered in each sprint until you get to it. In the beginning, the only lower level detail in your project plan will be for the very first sprint.<\/p>\n<p>Another option is the Kanban framework.<\/p>\n<p>This is a very fluid way of working where tasks are pinned to a board and assigned to project team members who move it through the predefined columns (assign, to-do, review, done) of the project\u2019s funnel.<\/p>\n<p>In this structural section, you\u2019ll want to outline the columns you\u2019ll have on your <a class=\"wpil_keyword_link\" title=\"Kanban board\" href=\"https:\/\/monday.com\/blog\/project-management\/kanban-project-managment\/\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">Kanban board<\/a>.<\/p>\n<p>Task delivery is constantly reprioritized with each piece of new information, so you won\u2019t need definite deadlines for each phase. Rather, you may just plan how to monitor and control volume of work-in-progress.<\/p>\n<p>Whichever framework you choose, this section of your project plan should show how you plan to organize and assign deliverables and accountability.<\/p>\n<p>Remember that the centralization of project structures can <a href=\"https:\/\/www.researchgate.net\/publication\/336716613_Organizational_Structure_and_Project_Success_The_Mediating_Role_of_Knowledge_Sharing\/link\/5daebb44a6fdccc99d92aac9\/download\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">negatively<\/a> impact success, so try to work out ways that teams can work autonomously.<\/p>\n<p>It\u2019s not good to have one approver who\u2019s accountable for everything \u2014 it will bottleneck your processes.<\/p>\n<p>Equally, when teams share knowledge with each other, projects are <a href=\"https:\/\/www.researchgate.net\/publication\/336716613_Organizational_Structure_and_Project_Success_The_Mediating_Role_of_Knowledge_Sharing\/link\/5daebb44a6fdccc99d92aac9\/download\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">more<\/a> successful. Make a note of the communication structures you\u2019ll use to encourage collaboration.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\n<h3>4. What resources do you have available?<\/h3>\n<p>Define the resources you have available for this project:<\/p>\n<ul>\n<li>Team<\/li>\n<li>Time<\/li>\n<li>Budget<\/li>\n<li>Technology<\/li>\n<li>Physical resources<\/li>\n<\/ul>\n<p>You need to be precise when you\u2019re assessing what you\u2019ll need, otherwise you\u2019re baking a cake with all the wrong ingredients.<\/p>\n<p>Take your team, for example.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-28428 size-full\" title=\"team confidence statistic\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/team-confidence-statistic.png\" alt=\"2\/3rds of people believe they have the skills for the job.\" width=\"330\" height=\"264\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/team-confidence-statistic.png 330w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/team-confidence-statistic-300x240.png 300w\" sizes=\"(max-width: 330px) 100vw, 330px\" \/><\/p>\n<p>(<a href=\"https:\/\/logikalprojects.com\/wp-content\/uploads\/2020\/05\/2020-Global-Project-Control-Survey-Report-LogiKal-2.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>When teams have the right highly-skilled people, projects are <a href=\"https:\/\/logikalprojects.com\/wp-content\/uploads\/2020\/05\/2020-Global-Project-Control-Survey-Report-LogiKal-2.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">30%<\/a> more likely to succeed. Yet, a <a href=\"https:\/\/logikalprojects.com\/wp-content\/uploads\/2020\/05\/2020-Global-Project-Control-Survey-Report-LogiKal-2.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">third<\/a> of people don\u2019t believe their teams have all the right skills for the project \u2014 a recipe for failure.<\/p>\n<p>It\u2019s no good saying you can make do with 2 software developers, only to realize you\u2019ll miss every deadline because they\u2019re overloaded.<\/p>\n<p>If you want to effectively allocate your resources to meet expectations, you\u2019ll need to be realistic about resource limitations.<\/p>\n<p>This may, for example, mean adjusting timescales if you\u2019re short on staff or increasing your budget if you need more specialist equipment.<\/p>\n<p>Either way, this section should outline all approved resources and what they\u2019ll be used for when.<\/p>\n<h3>5. What\u2019s your timeline look like?<\/h3>\n<blockquote><p>Organizations that implement time frames into project plans are <a href=\"https:\/\/logikalprojects.com\/wp-content\/uploads\/2020\/05\/2020-Global-Project-Control-Survey-Report-LogiKal-2.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">52%<\/a> more likely to succeed. Despite this, <a href=\"https:\/\/wellingtone.co.uk\/wp-content\/uploads\/2020\/06\/The-State-of-Project-Management-Report-2020-Wellingtone.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">80%<\/a> of projects don\u2019t always set baseline schedules. That\u2019s probably why <a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2018.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">43%<\/a> of organizations say they rarely or never complete projects on time.<\/p><\/blockquote>\n<p>In this sense, it\u2019s wise to add a project schedule section to your project plan. This part of your plan should set expectations on when you\u2019ll deliver and how you\u2019ll stick to your project timeline.<\/p>\n<p>Your project schedule will look a little different depending on which framework you choose.<\/p>\n<p>If you\u2019re using the waterfall framework, you\u2019ll be working with the traditional milestone-style project timeline.<\/p>\n<p>You\u2019ll probably outline 10\u201315 milestones with deadlines for each phase. Your roadmap will show the deliverables at each milestone.<\/p>\n<p>If you\u2019re using the Scrum framework, the project schedule may include your project roadmap and user story map. You may also outline the number of Sprints you\u2019ll have to complete the project, along with the length of each Sprint.<\/p>\n<p>You won\u2019t be able to define the exact deliverables at each Sprint, as you\u2019ll work out the priority for task completion as you go through Scrum meetings and Sprint reviews.<\/p>\n<p>As for the Kanban framework, this is even more flexible \u2014 defining deadlines for deliverables alters depending on what happens throughout the project process.<\/p>\n<p>The tasks that you have a \u2018Work in Progress\u2019 (WIP) will depend on your team\u2019s capacity. In this section, you should set your maximum number of WIPs you can have in each column at each time.<\/p>\n<p>For example, say it\u2019s a blog-writing project. You might have 10 writers but only 2 editors. You\u2019ll need to limit how many blogs get passed through to editors so they don\u2019t get overwhelmed.<\/p>\n<p>Whichever framework you\u2019re working with, you\u2019ll need to add a schedule risk management section. Explain the risks that might delay deliverables or create bottlenecks. Make sure you outline contingency plans to mitigate these risks.<\/p>\n<h3>6. How will you manage changes?<\/h3>\n<p>With a robust project plan in place, what could possibly go wrong?<\/p>\n<p>Answer? <strong>Loads.<\/strong><\/p>\n<p>Ever heard of a \u2018black swan event\u2019? It\u2019s an unexpected event with a huge (usually negative) impact. While hindsight is 20:20, you can\u2019t always see every obstacle or diversion ahead of time.<\/p>\n<p>That\u2019s why organizations put change control in their top <a href=\"https:\/\/www.wellingtone.co.uk\/wp-content\/uploads\/2018\/05\/The-State-of-Project-Management-Survey-2018-FINAL.pdf\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">3<\/a> project challenges. If you don\u2019t solidify a change management plan, your team will be clueless on what to do when unplanned change hits.<\/p>\n<p>A dynamic change management plan will outline the steps to follow and the person to turn to when unforeseen changes occur.<\/p>\n<p>That way, your project is far more nimble \u2014 it\u2019s able to bend without breaking.<\/p>\n<h2>5 project planning templates to help you write a flawless project plan<\/h2>\n<p>It\u2019s not easy to write a project plan straight off the bat \u2014 you\u2019re going to need to plan your plan.<\/p>\n<p>These tools by monday.com are a lifesaver when it comes to visualizing each section. Try these 5 project plan templates to make your project planning process a little more straightforward.<\/p>\n<h3>1. Structure your project<\/h3>\n<p>Looking for a general project plan template? This <a href=\"https:\/\/monday.com\/templates\/projects-overview\" target=\"_blank\" rel=\"noopener noreferrer\">Project Overview Dashboard template<\/a> is particularly helpful if you\u2019re using the Waterfall framework.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-28433 size-full\" title=\"Please recreate image\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-1.png\" alt=\"\" width=\"1600\" height=\"525\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-1.png 1600w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-1-300x98.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-1-1024x336.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-1-768x252.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-1-1536x504.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p>(<a href=\"https:\/\/monday.com\/templates\/projects-overview\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>Using this highly visual template by monday.com, you can structure your subprojects by set time periods and allocate accountable personnel to each phase.<\/p>\n<p>Prioritize each project and add a timeline to show when deliverables are expected.<\/p>\n<p>Not only is this <a href=\"http:\/\/monday.com\/blog\/project-management\/project-management-dashboard\">dashboard<\/a> top-notch for visually organizing your thoughts, it\u2019s invaluable in the execution phases.<\/p>\n<p>You can track progress of each subproject while teams can communicate directly within the workflows by leaving updates in each item.<\/p>\n<h3>2. Plan out your resources<\/h3>\n<p>Resource management is a breeze with this <a href=\"https:\/\/monday.com\/templates\/resource-management\" target=\"_blank\" rel=\"noopener noreferrer\">easy-to-use template<\/a> from monday.com.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-28438 size-full\" title=\"Please recreate image\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-2.png\" alt=\"\" width=\"1600\" height=\"500\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-2.png 1600w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-2-300x94.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-2-1024x320.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-2-768x240.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-2-1536x480.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p>(<a href=\"https:\/\/monday.com\/templates\/resource-management\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>Use this dashboard to organize all your project resources \u2014 from your technological tools to your specialist staff members.<\/p>\n<p>You can allocate resources to individuals and tack on timescales so your staff know what resources they\u2019re responsible for in which phase.<\/p>\n<p>Attach a location so that teams know where to hand over resources as they transition from one phase to the next.<\/p>\n<p>During project execution, you\u2019ll be able to track project resources so nothing goes AWOL.<\/p>\n<h3>3. Calculate your project budget<\/h3>\n<p>It\u2019s far easier to plan a budget when you can see all your costs in one place.<\/p>\n<p>That\u2019s why this <a href=\"https:\/\/monday.com\/templates\/project-cost-management\" target=\"_blank\" rel=\"noopener noreferrer\">Project Cost Management Template<\/a> from monday.com is so incredibly handy&#8230;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-28443 size-full\" title=\"Please recreate image\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-3.png\" alt=\"\" width=\"1600\" height=\"530\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-3.png 1600w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-3-300x99.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-3-1024x339.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-3-768x254.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-3-1536x509.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p>(<a href=\"https:\/\/monday.com\/templates\/project-cost-management\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>Add each subproject and plan out projected costs, allocating totals to each department. You can use the document to estimate the budget you\u2019ll need and to record your approved project budget.<\/p>\n<h3>4. Sketch out your project schedule<\/h3>\n<p>Plan out your schedules with this <a href=\"https:\/\/monday.com\/templates\/project-timeline\" target=\"_blank\" rel=\"noopener noreferrer\">Project Timeline Template<\/a>.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-28448 size-full\" title=\"Please recreate image\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-4.png\" alt=\"\" width=\"1600\" height=\"439\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-4.png 1600w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-4-300x82.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-4-1024x281.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-4-768x211.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-4-1536x421.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p>(<a href=\"https:\/\/monday.com\/templates\/project-timeline\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>While this dashboard isn\u2019t really suitable if you\u2019re working with the Kanban framework, it\u2019s ideal for those operating under Waterfall or Scrum frameworks.<\/p>\n<p>For Waterfall projects, add in your milestones, attach a timeline, and allocate a set number of work days to complete the tasks for each milestone.<\/p>\n<p>Tag in the team leader for each phase so project managers know which milestones they\u2019re responsible for.<\/p>\n<p>During project execution, teams can use the status bar to track progress. They can also add updates to each milestone by clicking on each item, which encourages inter-team collaboration.<\/p>\n<p>For Scrum projects, you can organize the dashboard by Sprints, adding in the specific tasks as they\u2019re decided.<\/p>\n<h3>5. Work out potential project risks<\/h3>\n<p>Visualize all your project scope and schedule risks in this <a href=\"https:\/\/monday.com\/templates\/program-risk-register\" target=\"_blank\" rel=\"noopener noreferrer\">Program Risk Register Template<\/a>.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-28453 size-full\" title=\"Please recreate image\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-5.png\" alt=\"\" width=\"1564\" height=\"694\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-5.png 1564w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-5-300x133.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-5-1024x454.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-5-768x341.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/12\/recreate-5-1536x682.png 1536w\" sizes=\"(max-width: 1564px) 100vw, 1564px\" \/><\/p>\n<p>(<a href=\"https:\/\/monday.com\/templates\/program-risk-register\" target=\"_blank\" rel=\"noopener noreferrer\">Image Source<\/a>)<\/p>\n<p>There&#8217;s nothing better than a vivid color-coding system to highlight which items are serious risky business. Use color-coded status bars to illustrate risk status, risk probability, and risk impact for your project scope and schedule.<\/p>\n<p>You can even categorize risks, add a risk owner, and suggest mitigation strategies. That way other project team members know what to do if these risks start to blossom into real glitches.<\/p>\n<h2>Conclusion<\/h2>\n<p>Got a better idea of how to structure your project plan? It\u2019s time to start fleshing out this skeleton structure with the details of your own projects.<\/p>\n<p>Remember, it\u2019s far easier to write the executive summary at the end, once you know the points you need to summarize. Don\u2019t try to write it first \u2014 you\u2019ll only find yourself stuck on the first page of your project plan.<\/p>\n<p>Equally, don\u2019t struggle planning your project plan. Use <a href=\"https:\/\/monday.com\/templates\" target=\"_blank\" rel=\"noopener noreferrer\">monday.com\u2019s pre-built planning templates<\/a> to help you breakdown each section of the plan as you go.<\/p>\n<p>And if you need more help, never hesitate to contact the expert project management team at <a href=\"https:\/\/monday.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">monday.com<\/a>.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to write a project plan and a technology that will make each stage of the process easier. <\/p>\n","protected":false},"author":219,"featured_media":134364,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"What Is A Project Plan And How Do You Write One?","_yoast_wpseo_metadesc":"Explore the core components of a project plan, then learn how to write one from scratch using ready-made templates to get started.","monday_item_id":18059519422,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13904],"tags":[],"class_list":["post-28407","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"cluster":"","banner_url":"https:\/\/auth.monday.com\/users\/sign_up_new\" target=","main_text_banner":"Try monday.com project plans","sub_title_banner":"Join the 125K+ teams that use monday.com","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>&#8220;<em>I love it when a plan comes together<\/em>.&#8221; Fans of the A-Team will remember this famous line, often declared jubilantly after the notorious quartet had pulled off a seemingly impossible mission. In business, a well-thought-out project plan is behind every successful project\u2014a roadmap outlining all the steps and actions required to reach specific goals.<\/p>\n<p>It&#8217;s hard to imagine Hannibal and his crew writing down their project deliverables and <a href=\"https:\/\/monday.com\/blog\/project-management\/task-dependencies\/\">task dependencies<\/a>. But this is precisely how project managers gain the structure and guidance their teams need to achieve critical business goals.<\/p>\n<p>This high-level guide shares seven steps to create detailed project plan documentation. To kickstart your prep work, we&#8217;ll also introduce you to five of monday work management&#8217;s pre-built templates.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"What is a project plan? ","content_block":[{"acf_fc_layout":"text","content":"<p>A project plan is a formal document that outlines the scope, goals, timeline, resources, and key activities necessary to complete a project. It serves as a roadmap, providing structure and guidance for your team and stakeholders throughout the project&#8217;s lifecycle. By doing so, your plan ensures everyone understands the project\u2019s direction, priorities, and their role in making it a success.<\/p>\n<p>Here are some terms you may have heard in the context of project planning. We\u2019ve defined them for a clearer understanding of what they mean.<\/p>\n<h3>Project plan vs. work plan<\/h3>\n<p>Although similar, work plans are not as comprehensive as project plans. A work plan focuses on helping project teams achieve smaller objectives, whereas a project management plan provides a high-level overview of an entire project\u2019s goals and objectives.<\/p>\n<h3>Project plan vs. project charter<\/h3>\n<p>A project charter provides an overview of a project. It&#8217;s a formal, short document that states a project&#8217;s existence and authorizes project managers to commence work. The charter describes a project&#8217;s goals, objectives, and resource requirements. You create it in the project initiation phase before your project plan and present it to key stakeholders to get the project signed off.<\/p>\n<h3>Project plan vs. project scope<\/h3>\n<p>Part of your project plan includes the project scope statement, which clearly defines the size and boundaries of your project. You document the project scope in three places: a scope statement, <a href=\"https:\/\/monday.com\/blog\/project-management\/your-quick-start-guide-to-work-breakdown-structure\/\">work breakdown structure (WBS)<\/a>, and WBS dictionary. It serves as a reference point to monitor project progress, compare actual versus planned results, and avoid scope creep.<\/p>\n<h3>Project plan vs. work breakdown structure<\/h3>\n<p>A work breakdown structure (WBS) is a hierarchical outline of the tasks required to complete your project. It breaks down large or complicated goals into more manageable tasks so you can execute the project plan. The WBS breaks down the project scope into phases, subprojects, deliverables, and work packages that lead to your final deliverable.<\/p>\n<h3>Project plan vs. agile project<\/h3>\n<p>An agile project is the opposite of a traditional project plan. Agile projects use an incremental, iterative approach to deliver a project, whereas traditional projects \u2014 also known as a waterfall approach \u2014 use a cascading, step-by-step planning process. Agile projects are synonymous with software development teams, but you can use them in any field.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":100304,"image_link":""}]},{"main_heading":"What should a project plan include?","content_block":[{"acf_fc_layout":"text","content":"<p>An effective project plan will include:<\/p>\n<ul>\n<li><strong>Objectives and scope<\/strong>: A clear definition of the project deliverables and goals, as well as boundaries regarding what is and isn&#8217;t included.<\/li>\n<li><strong>Timeline<\/strong>: A schedule of key milestones, deadlines, and the overall timeline for successful completion. Gantt charts are an excellent visual way to present this information.<\/li>\n<li><strong>Work breakdown structure<\/strong>: This describes how to break down a larger project task into more manageable ones. It\u2019s useful if you have multiple team members working on different or simultaneous tasks, in which case, you may also need a Project Planner.<\/li>\n<li><strong>Tasks and activities<\/strong>: A breakdown of all the project tasks and activities required to achieve the project&#8217;s goals, including dependencies and sequencing.<\/li>\n<li><strong>Resources<\/strong>: You\u2019ll identify all the people, materials, project management tools, and financial resources needed.<\/li>\n<li><strong>Roles and responsibilities<\/strong>: You&#8217;ll allocate who\u2019s responsible for what tasks and activities.<\/li>\n<li><strong>Risk management plan<\/strong>: This lists the potential project risks that could impact your success and plans to mitigate them.<\/li>\n<li><strong>Budget<\/strong>: You\u2019ll estimate your baseline costs and how you&#8217;ll allocate resources financially.<\/li>\n<li><strong>Communication plan<\/strong>: This includes the information and achievements you\u2019ll share with <a href=\"https:\/\/monday.com\/blog\/project-management\/project-stakeholders\/\">project stakeholders<\/a> and collaborators, including reporting mechanisms and potential roadblocks.<\/li>\n<\/ul>\n<p><strong>Learn more<\/strong>: <a href=\"https:\/\/monday.com\/blog\/project-management\/project-description\/\">project descriptions<\/a> (how to turn ideas into approved projects)<\/p>\n"}]},{"main_heading":"Why are project plans important? ","content_block":[{"acf_fc_layout":"text","content":"<p>When you need a project to be completed quickly, it&#8217;s tempting to dive in. But putting in the prep time is essential because:<\/p>\n<h3>Project plans prevent scope creep<\/h3>\n<p><a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pmi-pulse-of-the-profession-2024-report.pdf?rev=c480c0b72ee8466eaba10132b614c5d7\" target=\"_blank\" rel=\"nofollow noopener\">39%<\/a> of projects experience <a href=\"https:\/\/monday.com\/blog\/project-management\/keep-scope-creep-undermining-project\/\" rel=\"\">scope creep<\/a>, which occurs when the team ends up doing more work than originally planned. Much of this can be avoided by accounting for unexpected hold-ups or changes in circumstances within your project plan.<\/p>\n<h3>Project plans keep everyone focused<\/h3>\n<p>It&#8217;s easy for a team to lose sight of the project goals and get bogged down in daily tasks. A solid project plan serves as a constant reminder of what everyone is working towards, keeping motivation levels high.<\/p>\n<h3>Project plans identify resource needs<\/h3>\n<p>When assembling your action plan, you must factor in all necessary resources. Doing so will prevent you from being left short-staffed or underfunded later on.<\/p>\n<h3>Project plans promote accountability<\/h3>\n<p>With clear roles and responsibilities outlined within the project plan, team members know exactly what\u2019s expected of them. This promotes individual accountability and ensures everyone understands their role in the project&#8217;s success.<\/p>\n"}]},{"main_heading":"5 project planning templates to help you write a good project plan","content_block":[{"acf_fc_layout":"text","content":"<p>monday work management templates make it easy to get started, and can be lifesavers when it comes to visualizing each section of your project plan. Try these five project plan templates to kickstart your project planning process.<\/p>\n<h3><strong>1. Project plan template<\/strong><\/h3>\n<p>Looking for a general project plan template? Try one of our <a href=\"https:\/\/monday.com\/templates\/project-management-plan\">project plan templates<\/a>.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":150165,"image_link":""},{"acf_fc_layout":"text","content":"<p>This template allows you to structure your subprojects by set time periods and allocate accountable personnel to each phase. Simply prioritize each project and add a visual timeline to show when deliverables are expected.<\/p>\n<h3>2. Resource utilization template<\/h3>\n<p class=\"p1\"><span class=\"s1\"><a href=\"https:\/\/monday.com\/blog\/project-management\/resource-management\/\" target=\"_blank\" rel=\"noopener\">Resource management<\/a><\/span> allows teams to focus on executing tasks, projects, and processes efficiently and achieve shared goals at scale.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":31269,"image_link":""},{"acf_fc_layout":"text","content":"<p>You can allocate resources to individuals and tack on timescales so your staff knows what resources they\u2019re responsible for in which phase. Adding a location makes it easy for teams to know where to hand over resources as they transition from one phase to the next\u2014and they can check this on our mobile app.<\/p>\n<p>Use the Workload view to proactively manage your team&#8217;s time and get an overview of each person&#8217;s workload and capacity.<\/p>\n"},{"acf_fc_layout":"text","content":"<h3>3. Project cost management template<\/h3>\n<p>It\u2019s far easier to plan a budget when you can see all your costs in one place. That\u2019s why this <a href=\"https:\/\/monday.com\/templates\/project-cost-management\" target=\"_blank\" rel=\"noopener\">Project Cost Management Template<\/a> is so incredibly handy.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":150153,"image_link":""},{"acf_fc_layout":"text","content":"<p>Add each subproject and plan out projected costs, allocating totals to each department. Use the document to estimate and record your approved project budget. You can then use our dashboards or reports to see the information in a beautiful, colorful format.<\/p>\n<h3>4. Project timeline template<\/h3>\n<p>Plan out your schedules with this <a href=\"https:\/\/monday.com\/templates\/project-timeline\" target=\"_blank\" rel=\"noopener\">Project Timeline Template<\/a>. While this dashboard isn&#8217;t suitable for the Kanban framework, it&#8217;s ideal for those operating under the Waterfall or Scrum frameworks.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":31284,"image_link":""},{"acf_fc_layout":"text","content":"<p>For Waterfall projects, add in your milestones, attach a timeline, and allocate a set number of workdays to complete the tasks for each milestone. Tag the team leader for each phase so project managers know which milestones they\u2019re responsible for. During project execution, teams can use the status bar to track progress. They can also add updates to each milestone by clicking on each item, which encourages inter-team collaboration.<\/p>\n<p>For Scrum projects, you can organize the dashboard by Sprints, adding in the specific tasks as they\u2019re decided.<\/p>\n<h3>5. Program risk register template<\/h3>\n<p>Visualize all your project scope and schedule risks in\u00a0this <a href=\"https:\/\/monday.com\/templates\/program-risk-register\" target=\"_blank\" rel=\"noopener\">Program Risk Register Template<\/a>.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":150159,"image_link":""},{"acf_fc_layout":"text","content":"<p>Use color-coded status bars to illustrate risk status, risk probability, and risk impact for your project scope and schedule. You can even categorize risks, add a risk owner, and suggest <a href=\"https:\/\/monday.com\/blog\/project-management\/risk-mitigation\/\">risk mitigation strategies<\/a>. That way other project team members know what to do if these risks start to blossom into real glitches.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"The 5 phases of the project life cycle ","content_block":[{"acf_fc_layout":"text","content":"<p>Project planning is the second phase in the <a href=\"https:\/\/monday.com\/blog\/project-management\/project-lifecycle-getting-chaos-control\/\" target=\"_blank\" rel=\"noopener\">project management lifecycle<\/a>, which looks like this overall:<\/p>\n<ul>\n<li>Phase 1: <a href=\"https:\/\/monday.com\/blog\/project-management\/ready-set-go-project-initiation-the-first-phase-of-project-management\/\" target=\"_blank\" rel=\"noopener\">Project Initiation<\/a>: Start by identifying a business need or problem and a potential solution.<\/li>\n<li>Phase 2: <a href=\"https:\/\/monday.com\/blog\/project-management\/project-planning-process\/\">Project Planning<\/a>: Define specific tasks, assign responsibilities, and create the project schedule.<\/li>\n<li>Phase 3: <a href=\"https:\/\/monday.com\/blog\/project-management\/project-execution-the-key-to-successful-projects\/\" target=\"_blank\" rel=\"noopener\">Project Execution<\/a>: Touch base with resources, monitor the timeline and budget, and report back to stakeholders.<\/li>\n<li>Phase 4: <a href=\"https:\/\/monday.com\/blog\/project-management\/project-monitoring-and-evaluation\/\" target=\"_blank\" rel=\"noopener\">Project Monitoring<\/a>: Assess whether the project is progressing toward your desired outcome and make adjustments as needed.<\/li>\n<li>Phase 5: <a href=\"https:\/\/monday.com\/blog\/project-management\/project-closeout\/\" target=\"_blank\" rel=\"noopener\">Project Close-out<\/a>: Review whether the project has been a success.<\/li>\n<\/ul>\n<p>During the project planning phase, you extend the project charter document from the initiation phase to create your detailed project plan. Typical tasks within the project planning phase include:<\/p>\n<ul>\n<li>Setting a budget<\/li>\n<li>Defining a <a href=\"https:\/\/monday.com\/blog\/project-management\/project-schedule\/\" target=\"_blank\" rel=\"noopener\">project schedule<\/a> or timeline<\/li>\n<li>Creating work breakdown structures<\/li>\n<li>Identifying resources and ensuring availability<\/li>\n<li>Assessing any potential roadblocks and <a href=\"https:\/\/monday.com\/blog\/project-management\/scenario-planning\/\" target=\"_blank\" rel=\"noopener\">planning for those scenarios<\/a><\/li>\n<li><a href=\"https:\/\/monday.com\/blog\/project-management\/effective-project-objectives-how-to-define-and-achieve-success\/\" target=\"_blank\" rel=\"noopener\">Defining project objectives<\/a>, roles, deadlines, responsibilities, and <a href=\"https:\/\/monday.com\/blog\/project-management\/project-milestones\/\" target=\"_blank\" rel=\"noopener\">project milestones<\/a>.<\/li>\n<\/ul>\n"}]},{"main_heading":"How long does the project planning process take? ","content_block":[{"acf_fc_layout":"text","content":"<p>Timing is everything when planning a project, so naturally you\u2019ll want to understand how much time to carve out for <a href=\"https:\/\/monday.com\/blog\/project-management\/project-planning\/\">project planning<\/a>. Of course, it depends.<\/p>\n<ul>\n<li>Some projects with a small scope and simple timelines might only take a few days to plan<\/li>\n<li>Large-scale projects with many moving parts could take weeks or even months to prep<\/li>\n<\/ul>\n<p>As a best practice, always allocate more time than you think. This way, you\u2019ll be prepared for any unexpected roadblocks that may come up during the planning process. Plus, having extra time to thoroughly plan can prevent mistakes and save money in the long run. Remember the old saying, \u201c<em>measure twice, cut once<\/em>?\u201d That definitely applies when it comes to project planning.<\/p>\n"}]},{"main_heading":"Why you need good project planning software","content_block":[{"acf_fc_layout":"text","content":"<p>Creating a detailed project document sounds like a paper-and-pen activity. But it will be miles easier if you digitize the process. A robust project planning software makes it easier to:<\/p>\n<ul>\n<li><strong>Assign and prioritize tasks<\/strong>: Easily allocate tasks to relevant team members by adding them directly to specific tasks or milestones. You can also prioritize tasks, ensuring everyone knows which activities are urgent and critical for project success.<\/li>\n<li><strong>Plan timelines<\/strong>: Project software allows you to set realistic timelines, break projects down into manageable phases, and schedule precise due dates. Automated features can also alert team members of upcoming deadlines to prevent delays.<\/li>\n<li><strong>Understand task dependencies<\/strong>: Many projects have tasks that depend on completing others first. Planning software visually maps out these dependencies, highlighting which tasks can proceed in parallel and which must wait, avoiding bottlenecks.<\/li>\n<li><strong>Monitor resources<\/strong>: It&#8217;s critical to keep track of your core project resources. The right tool makes allocating and monitoring resources easier so you stay within scope and budget.<\/li>\n<li><strong>Ensure strong communication<\/strong>: Strong communication is key to successful project management so everyone stays informed and aligned without having to switch between multiple platforms.<\/li>\n<li><strong>Generate visual reports<\/strong>: Visual representations such as Gantt charts, progress reports, and dashboards offer a clear overview of your project\u2019s status. They\u2019re perfect for sharing regular updates with stakeholders or subject matter experts presenting at team meetings.<\/li>\n<\/ul>\n<p><strong>Try now: <\/strong><a href=\"https:\/\/monday.com\/templates\/project-milestones\">Project milestone template<\/a> (ready to use)<\/p>\n"}]},{"main_heading":"3 project planning best practices ","content_block":[{"acf_fc_layout":"text","content":"<p>Maximize the value of your project plan by following these essential tips:<\/p>\n<h3>Gather information from all stakeholders<\/h3>\n<p>Accurate information is the key to a successful project plan. Interview a full range of stakeholders to learn everything you need to know about the tasks and activities involved. Host one-on-one meetings, run focus groups, and distribute surveys to obtain all the details you need before you start the brain work of strategizing.<\/p>\n<h3>Work extra resources into your plan<\/h3>\n<p>Always give yourself a little wiggle room when planning your resources. Let&#8217;s say your client needs the project completed by September 1st at a maximum cost of $15,000. Create your plan with a deadline of August 15th and a budget of $13,500 so you have breathing room in case of any unforeseen circumstances.<\/p>\n<h3>Adjust as necessary<\/h3>\n<p>Your project plan can and probably will change. While it serves as a useful guide, it&#8217;s not set in stone. If your priorities change or you encounter obstacles along the way, don&#8217;t be afraid to make adjustments to your documentation to keep you on track toward your end goal.<\/p>\n"}]},{"main_heading":"How to create a project plan in monday work management ","content_block":[{"acf_fc_layout":"text","content":"<p>monday work management is an innovative workspace where project managers and team members come together to plan and execute outstanding projects. Our platform is designed with efficiency in mind, ensuring you achieve shared goals faster, all the while working in a vibrant and highly collaborative workspace.<\/p>\n<p>Although there are no hard-and-fast rules for creating a project plan, we recommend using the following seven steps as a springboard for building yours monday work management.<\/p>\n<h3>1. Start with an executive summary<\/h3>\n<p>Include this at the beginning of your project plan and summarize the key points of the plan, including your goals and objectives. Write this one page summary last, pulling out the main points from the rest of your plan, including:<\/p>\n<ul>\n<li>The project objectives and goals<\/li>\n<li>Your chosen project methodology or framework<\/li>\n<li>The final deliverables and acceptance criteria<\/li>\n<li>Key scope risks and countermeasures<\/li>\n<li>Summary of milestones<\/li>\n<li>An overview of the <a href=\"https:\/\/monday.com\/blog\/work-management\/project-timeline\/\">project timeline<\/a> and schedule-based risks<\/li>\n<li>Resource and spending estimates<\/li>\n<\/ul>\n<p>monday work management is the perfect place to write, store, and collaborate on this summary document. With our monday workdoc\u2019s file versioning feature, you can always stay updated on the latest version, and ask key stakeholders to review and comment on the doc in a central location.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":122090,"image_link":""},{"acf_fc_layout":"text","content":"<h3>2. Define the project scope<\/h3>\n<p>Defining your project scope, including timeline and deliverables, ensures everyone understands what\u2019s going on and is committed to success over the course of the project lifecycle.<\/p>\n<p>monday work management allows you to strategize, pulling together all the bits of your project puzzle in one place from idea to execution. To kickstart your project, just choose one of our pre-built templates and tweak it to match your situation.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":163298,"image_link":""},{"acf_fc_layout":"text","content":"<h3>3. Choose a project management methodology<\/h3>\n<p>monday work management supports your preferred project management framework; for example, you might use <a href=\"https:\/\/monday.com\/blog\/project-management\/waterfall-methodology\/\">Waterfall<\/a> to plan a sequential process or <a href=\"https:\/\/monday.com\/blog\/rnd\/agile-project-management\/\">Agile<\/a> for a more iterative approach, working in sprints to reach your goals.<\/p>\n<p>Build customized dashboards using drag-and-drop widgets to automatically display high-level project information that shapes your project style. For example, you might set up your dashboard to display progress bars for tasks or lists of your most important jobs-to-be-done by priority.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":163280,"image_link":""},{"acf_fc_layout":"text","content":"<h3>4. Check what project resources you have available<\/h3>\n<p>Your resource manager or project managers should identify and allocate the resources you have available for this project, including:<\/p>\n<ul>\n<li>Team<\/li>\n<li>Time<\/li>\n<li>Budget<\/li>\n<li>Technology<\/li>\n<li>Physical resources<\/li>\n<\/ul>\n<p>You need to be precise when assessing what you\u2019ll need; otherwise you\u2019re baking a cake with all the wrong ingredients. The quantity of team members is also important\u2014if the ratio of work to available people is off, efficiency and quality will suffer.<\/p>\n<p>monday work management allows you to plan, schedule, and allocate resources based on changing priorities. Our Workload widget shows any over- or underutilized resources so you can see how to maximize overall work efficiency at a glance.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":163225,"image_link":""},{"acf_fc_layout":"text","content":"<h3>5. Map out your project timeline<\/h3>\n<p>Add a <a href=\"https:\/\/monday.com\/blog\/project-management\/project-schedule\/\" target=\"_blank\" rel=\"noopener\">project schedule<\/a> section to your project plan to solidify expectations on when you\u2019ll deliver and how you\u2019ll stick to your project timeline. Generally, it should include:<\/p>\n<ul>\n<li>Project phases<\/li>\n<li>Tasks and deliverables<\/li>\n<li>Estimated timeline for each task<\/li>\n<li>Key milestones and deadlines<\/li>\n<\/ul>\n<p>monday work management\u2019s Timeline or Gantt views are perfect for visualizing your project schedule, dependencies between tasks, and any potential roadblocks.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":162501,"image_link":""},{"acf_fc_layout":"text","content":"<h3>6. Manage your project changes<\/h3>\n<p>A dynamic change management plan outlines the steps to follow and the person to turn to if unforeseen changes occur during your project.<\/p>\n<p>monday work management is flexible enough to help you manage all parts of the project life cycle\u2014from planning and monitoring to reporting and resource management. Our collaborative features keep everyone in the loop as you pivot in a new direction.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":161009,"image_link":""},{"acf_fc_layout":"text","content":"<h3>7. Streamline your project approval processes<\/h3>\n<p>A successful project depends on stakeholder sign-off. To gain the necessary approvals, consider defining how you&#8217;ll receive their buy-in at every project stage, from start to finish.<\/p>\n<p>monday work management provides built-in custom forms for streamlining data collection and staying aligned on project plans.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":78344,"image_link":""},{"acf_fc_layout":"text","content":"<p>The only thing left to do is create your next project plan. Whether you\u2019re drafting a detailed plan from scratch or adapting a previous framework, monday work management is the platform you need to keep everything clear and structured. Start laying the groundwork for a successful plan by signing up for a free trial.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n<div class=\"accordion faq\" id=\"faq-\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What are the 4 main parts of a project plan?         <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>The four main parts of an effective project plan are the project budget, goals and objectives, deliverables, and schedule (including detailed milestones.) <\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What does a good project plan look like?         <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>A project plan or work plan contains all the goals, objectives,  deliverables, and time frames to complete them. It should be well-structured, regularly updated, and clearly communicated to all team members so everyone is on the same page about when things need to happen within the entire project lifecycle. <\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is a project plan a schedule?         <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>A project plan encompasses more than just a schedule. While a successful project requires strict adherence to timing, it also needs clarification about resources, budgets, and accountability for every task involved to reach your project goals. <\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--4\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is a project plan the same as a timeline?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>No, a timeline is a visual representation of the project\u2019s milestones and tasks, but it does not provide the level of detail and accountability that a project plan offers. A project plan includes timelines for each task, along with resources, budget, and potential roadblocks. <\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-\" href=\"#q--5\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is a project plan a Gantt chart?         <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q--5\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-\">\n      <p>A Gantt chart is a fantastic way to display your project's timeline or schedule. It clearly breaks down tasks, dependencies, and durations to help you understand the project's progress. However, timing is just one key element of a comprehensive project plan, including goals, resources, budgeting, and more.<\/p>\n    <\/div>\n  <\/div>\n  <script type='application\/ld+json'>{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What are the 4 main parts of a project plan? \",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>The four main parts of an effective project plan are the project budget, goals and objectives, deliverables, and schedule (including detailed milestones.) <\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What does a good project plan look like? \",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>A project plan or work plan contains all the goals, objectives,  deliverables, and time frames to complete them. 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However, timing is just one key element of a comprehensive project plan, including goals, resources, budgeting, and more.<\\\/p>\\n\"\n            }\n        }\n    ]\n}<\/script><\/div>\n\n"}]}]}],"display_dates":"updated","post_date":"20240906","use_customized_cta":true,"display_subscribe_widget":true,"custom_schema_code":"","landing_page_layout":false,"cta_button":{"title":"Sign up for high quality content","url":"https:\/\/forms.monday.com\/forms\/3ce1811bf93765f24eaf8a119ac6436f?r=use1","target":""},"activate_cta_banner":false,"cta_banner_text":"<p><strong>Don\u2019t miss <\/strong> more quality content!<\/p>\n","sidebar_color_banner":"","custom_tags":false,"faqs":[{"faq_title":"FAQs","faq_shortcode":"","faq":[{"question":"What are the 4 main parts of a project plan? ","answer":"<p>The four main parts of an effective project plan are the project budget, goals and objectives, deliverables, and schedule (including detailed milestones.) <\/p>\n"},{"question":"What does a good project plan look like? ","answer":"<p>A project plan or work plan contains all the goals, objectives,  deliverables, and time frames to complete them. It should be well-structured, regularly updated, and clearly communicated to all team members so everyone is on the same page about when things need to happen within the entire project lifecycle. <\/p>\n"},{"question":"Is a project plan a schedule? ","answer":"<p>A project plan encompasses more than just a schedule. While a successful project requires strict adherence to timing, it also needs clarification about resources, budgets, and accountability for every task involved to reach your project goals. <\/p>\n"},{"question":"Is a project plan the same as a timeline?","answer":"<p>No, a timeline is a visual representation of the project\u2019s milestones and tasks, but it does not provide the level of detail and accountability that a project plan offers. A project plan includes timelines for each task, along with resources, budget, and potential roadblocks. <\/p>\n"},{"question":"Is a project plan a Gantt chart? ","answer":"<p>A Gantt chart is a fantastic way to display your project's timeline or schedule. It clearly breaks down tasks, dependencies, and durations to help you understand the project's progress. However, timing is just one key element of a comprehensive project plan, including goals, resources, budgeting, and more.<\/p>\n"}]}],"hide_time_to_read":false,"cornerstone_hero_cta_override":{"label":"","url":""},"featured_image_link":"","disclaimer":"","parse_from_google_doc":false,"show_contact_sales_button":"default","show_sidebar_sticky_banner":true,"custom_header_banner":false,"menu_cta_override":{"label":"","url":""},"override_contact_sales_label":"","override_contact_sales_url":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What Is A Project Plan And How Do You Write One?<\/title>\n<meta name=\"description\" content=\"Explore the core components of a project plan, then learn how to write one from scratch using ready-made templates to get started.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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