Steps of project management

PMI defines project management as "the application of knowledge, skills, tools and techniques to a broad range of activities in order to meet the requirements of a particular project. Project conception and initiation An idea for a project will be carefully examined to determine whether or not it benefits the organization.

Steps of project management

In my role facilitating organizational development at the EFC, I recently spent time researching project management best practices. At the EFC, we help communities design, implement, and finance sustainable environmental projects and programs, and not surprisingly, strong project management structure is often a critical component of any sustainable program.

Through this post, I would like to share four easy steps to streamlined project management for any size project. Before diving into the four steps, please take a moment to reflect on approaches your organization does or does not take to ensure effective project management.

Now, consider these four easy steps: Schedule a project kick-off meeting This first step presents a rare and valuable opportunity for clients, partners, and team members to meet face-to-face.

While a face-to-face meeting is not always possible, an alternative could be a structured meeting over the phone or virtual meeting software.

6 Steps Approach to Effective Project Management

The purpose of this kick-off meeting is to: Schedule regular, structured check-ins These can be weekly, bi-weekly, monthly, etc, depending on the project This second step ensures that all team-members and clients stay abreast of the progress made on the project.

Additionally, it provides an opportunity for the whole team to: Finally, these regular meetings provide an opportunity to groom those relationships developed in step one.

Steps of project management

Develop an agreed-upon system for accountability and recognition. This step establishes consistency in recognizing challenges and successes. While this is not a requirement, this step oftentimes becomes part of the series of internal check-ins mentioned in Step 2, as those meetings provide a safe space for addressing and learning from both challenges and successes.

Complete an end-of-project meeting This meeting is an important step to ensure that all contractual obligations or project goals are met and paperwork is completed before the team moves on to different projects.

This meeting also provides an opportunity for identifying and discussing lessons-learned. Project Management in Action As mentioned in the introduction, the EFC often uses this process for our diverse projects. Currently, our biggest project is a multi-million dollar award from EPA to work with small drinking water systems across the United States.

We are the lead on the project and are partnered with other Environmental Finance Centers across the country and with AWWA, and the project involves substantial interactions with EPA headquarters, EPA regions, and state and territorial water primacy agencies.

A project of this size and scope would not be successful without effective project management. For example, last year the Small Systems project team scheduled an in-person kick-off meeting in Chapel Hill, giving team-members from all Environmental Finance Centers and from AWWA the opportunity to discuss contractual requirements, develop a staffing strategy, clarify roles and responsibilities, and develop a timetable for deadlines.

Since the kick-off meeting, key project team members have held a bi-weekly conference call allowing trainers and staff to discuss project progress and stay informed about challenges encountered along the way.

EPA requires the project team to submit quarterly reports, but we have built additional systems to ensure project accountability.


The project team updates a series of Google Docs spreadsheets to show progress in real time, and those spreadsheets are shared with our funder. The project team collects evaluations from all workshop and webinar participants to ensure quality, and we share those spreadsheets with EPA as well.

Finally, as the end of the project approaches, project staff is already planning an end-of-project meeting. What do you do to ensure successful completion of complex projects?

Introducing Project Portfolio Management – In 7 Steps

Feel free to leave your personal tips and techniques in the comments section below. She joined the EFC in This is the second in a series of articles written under the authority of the PMI Standards Committee to address the PMBOK’ Guide and project management draft outlines the basic project management processes of planning, executing, and controlling; the basic project management process interactions of initiating, planning, executing, controlling, and closing.

Effective Project Management in easy steps will show you how to make sure your project is successful.

Steps of project management

It focuses on the key skills a manager needs to develop in order to make sure your project management approach is effective.

It includes examples for most key documents such as the terms of reference, business case and project plan. Reviews: 7. In project management, depending on the length of the project you can plan regular monitoring schedules which shall let you assess the entire project from top to bottom.

Analysis After the first step, one should analyse the risk. Projects and project management processes vary from industry to industry; however, these are more traditional elements of a project. The overarching goal is typically to offer a product, change a process or to solve a problem in order to benefit the organization.

The Value of Project Management Looking for a way to stay ahead of the pack in today’s competitive and chaotic global economy, companies are turning to project management to.

Project management is solely based on the idea that a project goes through a number a phases characterized by a distinct set of activities or tasks that take the project from conception to conclusion.

Project Management: A Six-Step Approach - American Academy of Ophthalmology