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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Project Management Success

Being a Project Manager is hard work!  It can be an extremely challenging undertaking – managing people, tasks, risks, issues,activities and deliverables.  Get it right and sometimes it may just go unnoticed – all part of the job.  Get it wrong, however, and you  can bet everyone will be watching!  Being in control of a large project is kind of like being in control of a large freight train that is hurtling down the tracks. Exhilirating and a little bit scary!

Project management success depends on the ability of the project manager to perform in a number of areas:

  • Planning – the project manager needs to undertake a thorough and detailed planning phase that identifies the actual deliverable items of the project along with the development approach, the resources, time and tasks involved and the quality acceptance criteria.
  • Manage stakeholders – the key stakeholders of the project should be identified and an appropriate engagement and communcation plan developed for managing the stakeholders.
  • Manage teams – the project manager needs to lead a team to deliver the project products.
  • Manage Tasks – the tasks of the project need to be identified, estimated in terms of cost, time and resource requirements and tracked through the project.
  • Manage Scope – the scope of the project, or the quality and quantitiy of project product and function needs to be carefully managed throughout a project to ensure it stays close to the planned project outcomes and remains within the constraints offered by time and cost.
  • Manage Risk – risks need to be identified, assessed for their likelihood to eventuate and potential impact on the project should they eventuate.   Actions to mitgate risks should be employed where appropriate and risks should be monitored and managed throughout the project.
  • Manage Issues – similar to the management of risks, issues need to be identified, analyzed and managed through a project to reduce their negative impacts upon a project.
  • Communicate – communication is a key part of project management.  The project manager is the central point of communication for all project stakeholders.  Communication needs between the project team members, the project manager and the customer.  Project meetings and project reports are often the key vehicles for project communication.
  • Documentation – project documentation serves several purposes – it clarifes and solidifies what the project is about and who is responsible, it facilitates better tracking and management of the project and forms part of the communication of the project.
  • Manage Delivery – ulitimately the project has to deliver something.  It is important for the project manager to remember that whatever else is going on, whatever reports need to be written, meetings that need to be held, risks that need to be monitored and so forth, the primary focus must be on delivering the goods!
Having a process to follow, a methodology, can play a part in project management success.  Many project managers tend to be well organized and methodical planners and executers of process – and that is no accident.  Project management process is imperative to consistent success in managing projects.
Having templates and tools to assist in delivery projects is also a facilitator of project management success.  There are many software tools available to help you, including:
  • Project product planning tools.
  • Project task planning and tracking tools.
  • Project Documents.
  • Project Reporting tools.
  • Issue/Risk/Deliverable Management tools.

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