Project Management Tools

Just like any other profession, Project Managers have tools of the trade.  Here are some suggestions and ideas of what to put in your ‘toolbox’ and how these tools can be applied:

Project Planning Tools

Creating the Work Breakdown Structure (WBS), a hierarchical representation of the breakdown of project deliverables, is the core item in project planning.  Tools that can be used to develop the WBS include:

  • Spreadsheet software
  • Gantt Chart software
  • Mind Mapping Software (this one is a favourite of mine for this purpose, particularly if you can then export your results to a Gantt chart format)
  • Flow chart software
  • Presentation software

Project task planning and tracking

This one really depends on skill and expertise of the Project Manager with various software tools, however the recommended tools for this one are:

  • Gantt chart software (highly recommended, however the Project Manager really needs to have some proficiency with this – but then again – there’s really only one way to learn!)
  • Spreadsheet software (if you don’t know or don’t have time to learn about Gantt chart software)

Project Documents

Documents such as the project charter, project mandate, project brief or project initiation document are best presented in the standard text based document type format.  So the recommended tool here would be:

  • Word processing software

Project Reporting

Project progress reporting is really important but you really need to think through how you present this one.  Given that you will need to regenerate a similar document many times over the course of the project.  Tools that can be used to develop the progress report include:

  • Spreadsheet software
  • Word processing software

Issue/Risk/Deliverable Management

This area is about logs – issue logs, risk logs, quality/deliverable logs.  Suggested tools for this area include:

  • Spreadsheet software
  • Database software
  • Specific software for issue management

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Managing Issues for Project Management Success

Issue Management starts when you are planning the project and lasts throughout the entire project lifecycle.

Even before a project starts there can be issues already in play.  You’ll need to identify issues in the planning stage and document them in an issues log.  Issues Logs can be as simple as a text document with a table in it or a simple spreadsheet or can utilize specific software systems designed for logging issues.  Issues log should be regularly monitored and updated throughout a project as part of your general project reporting and as issues come up.

The content of your issues log may vary, but generally there are some basic fields that most issues logs will contain.  These include:  Issue Reference, Name, Description, Severity, Impact.  Then issue updates may include fields such as a date, description, status and actions.  It really is imperative to keep a good issues log.  Just the act of having to update a log keeps you on top of where things are at and pushing along the actions required.  The other good aspect of having well documented issues is that when things hit the fan, and they sometimes do, then you have a detailed, documented trail of the actions you have been taking to rectify or resolve issues.

There are some issues that require documentation beyond the basic Issues Log.  This is where an issue requires further analysis and consideration of impact of possible actions – often where escalation is required.  Where this is the case I use an ‘Issue Report’ or ‘Issue Description’ which is a concise report that descibes the issue background, impact (time, cost, quality) and potential actions with their time, cost and quality impacts.

Keeping on top of issues that arise is imperative for project managment success.  It can stop little issues from becoming ‘showstoppers’, it keeps your project moving on the right path and it fosters confidence in you as a manager – from your stakeholders and your team.

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