{"id":106,"date":"2022-07-07T16:00:51","date_gmt":"2022-07-07T16:00:51","guid":{"rendered":"https:\/\/plaky.com\/blog\/?p=106"},"modified":"2026-07-15T00:00:00","modified_gmt":"2026-07-15T00:00:00","slug":"project-management-checklist","status":"publish","type":"post","link":"https:\/\/plaky.com\/blog\/project-management-checklist\/","title":{"rendered":"Project Management Checklist: The Step-By-Step Guide [+ Free Template]"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A project management checklist is your go-to tool if you want to keep all project components in order and coordinate work properly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This article offers you the complete project management checklist and explains each step on the way. Plus, there\u2019s <strong>a free template you can use immediately<\/strong>.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list key-takeaways\">\n<li>A project management checklist is a document that lists all the steps you need to cover during a project lifecycle.<\/li>\n\n\n\n<li>Project checklists serve as guides that remind project managers to keep track of goals, deadlines, risks, resources, etc.<\/li>\n\n\n\n<li>There are 9 major elements you can find in every project checklist, including project scope and dependencies, resources, risk management plan, and communication plan.<\/li>\n\n\n\n<li>What you include in your project checklist depends on the phase your project is in.<\/li>\n\n\n\n<li>A comprehensive project checklist template helps you manage your project effectively and never miss a thing.<\/li>\n<\/ul>\n\n\n\n<h2 id=\"what-is-a-project-management-checklist\" class=\"wp-block-heading\">What is a project management checklist?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A project management checklist is a document highlighting the steps you need to take through each of the project phases.&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With a comprehensive project checklist, you can <a href=\"https:\/\/plaky.com\/blog\/how-to-stay-organized-at-work\/\" target=\"_blank\" rel=\"noreferrer noopener\">stay organized at work<\/a> and ensure consistency and accountability.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Project checklists serve as easy guides for <a href=\"https:\/\/plaky.com\/learn\/project-management\/what-project-managers-do\/\" target=\"_blank\" rel=\"noreferrer noopener\">project managers<\/a>, reminding them to track project elements such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Goals<\/li>\n\n\n\n<li>Tasks<\/li>\n\n\n\n<li>Deadlines<\/li>\n\n\n\n<li><a href=\"https:\/\/plaky.com\/learn\/project-management\/project-milestones\/\" target=\"_blank\" rel=\"noreferrer noopener\">Milestones<\/a><\/li>\n\n\n\n<li>Risks<\/li>\n\n\n\n<li>Resources&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When structured properly, a checklist for project management helps you improve <a href=\"https:\/\/plaky.com\/blog\/project-collaboration\/\" target=\"_blank\" rel=\"noreferrer noopener\">project collaboration<\/a>, reduce risks, and ensure nothing gets overlooked.<\/p>\n\n\n\n<p class=\"custom-btn wp-block-paragraph\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Create your checklist in Plaky<\/a><\/p>\n\n\n\n<h2 id=\"how-to-create-a-project-management-checklist\" class=\"wp-block-heading\">How to create a project management checklist<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">An effective project management checklist covers the entire project lifecycle, from initial idea to completion.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, your ideal checklist will mostly depend on your industry requirements, project type, and even the <a href=\"https:\/\/plaky.com\/learn\/project-management\/project-management-methodologies-overview\/\" target=\"_blank\" rel=\"noreferrer noopener\">project methodology<\/a> you opt for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Still, there are some elements you\u2019ll find in every project checklist, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Goals and objectives<\/strong> \u2014 state project outcomes and its benefits for both the company and\/or the clients.<\/li>\n\n\n\n<li><strong>Project scope and dependencies<\/strong> \u2014 set the boundaries at the beginning and identify task dependencies.<\/li>\n\n\n\n<li><strong>Stakeholders involved<\/strong> \u2014 identify stakeholders and define how to report to them.<\/li>\n\n\n\n<li><strong>Progress tracking and approval process<\/strong> \u2014 specify the tools you\u2019ll use to track progress and approval points.<\/li>\n\n\n\n<li><strong>Milestones<\/strong> \u2014 define milestones on your project timeline.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Resources needed<\/strong> \u2014 estimate all the resources required to complete your project.<\/li>\n\n\n\n<li><strong>Budget and schedule plans<\/strong> \u2014 make plans to secure funding and ensure people have enough time to complete the project.<\/li>\n\n\n\n<li><a href=\"https:\/\/plaky.com\/learn\/project-management\/risk-management-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Risk management<\/strong><\/a><strong> plan<\/strong> \u2014 consider how to identify and respond to potential bottlenecks and minimize threats.<\/li>\n\n\n\n<li><strong>Communication plan<\/strong> \u2014 define communication channels with your team and stakeholders.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 id=\"types-of-project-management-checklists-by-phase\" class=\"wp-block-heading\">Types of project management checklists by phase<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re not sure what your checklist needs to include in different <a href=\"https:\/\/plaky.com\/learn\/project-management\/phases-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">project phases<\/a>, here\u2019s a comparison table breaking down checklist focus items by project phase.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>P<strong>ROJECT PHASE&nbsp;<\/strong><\/th><th><strong>CHECKLIST ITEMS\/TASKS<\/strong><\/th><th><strong>WHEN TO USE IT<\/strong><\/th><\/tr><\/thead><tbody><tr><td><strong>Initiation<\/strong><\/td><td>&#8211; Create a business case<br>&#8211; Complete a feasibility study<br>&#8211; Identify stakeholders<br>&#8211; Draw up a project charter<br>&#8211; Select a project management tool<\/td><td>Use it once your idea gets the green light.&nbsp;Make sure your project has a stakeholder buy-in and shared understanding of success criteria.&nbsp;These focus items help you set project foundations and clear boundaries.&nbsp;<\/td><\/tr><tr><td><strong>Planning<\/strong><\/td><td>&#8211; Define project goals<br>&#8211; Define project scope<br>&#8211; Establish a WBS<br>&#8211; Prepare project schedule<br>&#8211; Plan resources<br>&#8211; Plan the budget<br>&#8211; Make a risk register<br>&#8211; Develop a communication plan<br>&#8211; Establish quality standards<br>&#8211; Select a project management methodology<br>&#8211; Hold a kick-off meeting<\/td><td>Utilize it before your project officially starts.&nbsp;You need to secure the budget and ensure you have the right people. Also, by defining goals and scope, you will prevent scope creep and potential surprises on the road.&nbsp;This is the trickiest phase that can make or break your entire project.&nbsp;<\/td><\/tr><tr><td><strong>Execution<\/strong><\/td><td>&#8211; Assign tasks and due dates<br>&#8211; Manage people and review processes<br>&#8211; Keep communication open and effective<br>&#8211; Manage stakeholder engagement<br>&#8211; Hold regular status meetings<\/td><td>Use it the whole time your project is in the active mode and produces deliverables.&nbsp;Everyone knows their responsibilities and is focused on the actual work and reaching milestones as planned. Communication is enhanced enabling full transparency over who did what. Meetings are regular to make sure the project is on track, teams are aligned, and future steps are clear.<\/td><\/tr><tr><td><strong>Monitoring and control<\/strong><\/td><td>&#8211; Track KPIs<br>&#8211; Monitor performance&nbsp;<br>&#8211; Manage scope creep<br>&#8211; Keep stakeholders in the loop<br>&#8211; Manage and document change requests<br>&#8211; Monitor and mitigate risks<br>&#8211; Control budget and quality<\/td><td>Employ in sync with the execution phase. Checklists ensure consistency and proactive project control. By tracking performance regularly, you can spot delays, budget overruns, and risks early enough to course-correct.<\/td><\/tr><tr><td><strong>Closure<\/strong><\/td><td>&#8211; Confirm project acceptance<br>&#8211; Transfer final deliverables<br>&#8211; Complete paperwork<br>&#8211; Release the project team<br>&#8211; Run a post-implementation meeting and capture lessons learned<br>&#8211; Archive technical and other documentation<br>&#8211; Celebrate project success with your team<\/td><td>Use it when all deliverables are handed over and clients are satisfied with the result. Checklists ensure you don\u2019t skip a thing in administrative, financial, or legal documentation. Also, they remind you to capture lessons learned and discuss what to improve for future projects.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"custom-btn wp-block-paragraph\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Manage projects with ease in Plaky<\/a><\/p>\n\n\n\n<h2 id=\"project-initiation-phase-checklist-items\" class=\"wp-block-heading\">Project initiation phase checklist items<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The initiation phase is the one where you need to prove the business value of your project.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Its primary target is to document what you want to accomplish and get the go-ahead from <a href=\"https:\/\/plaky.com\/learn\/project-management\/stakeholder-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">project stakeholders<\/a>. There are 5 steps you need to take.&nbsp;<\/p>\n\n\n\n<h3 id=\"1-define-the-project\" class=\"wp-block-heading\">#1 Define the project&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To define a project you need to specify the problem your project solves, what will be delivered, and what success looks like. To do this, you need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Validate the business need<\/strong> \u2014 create a <a href=\"https:\/\/plaky.com\/blog\/business-case\/\" target=\"_blank\" rel=\"noreferrer noopener\">business case<\/a> to show why your project is worth doing.<\/li>\n\n\n\n<li><strong>Specify business outcomes<\/strong> \u2014 show how your company can benefit from the project.&nbsp;<\/li>\n\n\n\n<li><strong>Define project scope <\/strong>\u2014 develop the project scope to set boundaries and state what the project includes and what is considered out of scope.&nbsp;<\/li>\n\n\n\n<li><strong>Agree on success criteria<\/strong> \u2014 establish the standards you need to reach to consider your project successful.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you can\u2019t just show up in a meeting and say: \u201c<em>We need to redesign the landing pages on our website ASAP to make them more engaging and drive sign-ups<\/em>.\u201d In this scenario, there\u2019s no information on the number of such pages, what &#8220;engaging\u201c actually means, let alone target metrics.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A good project definition for this example would be: \u201c<em>We need to redesign the layout for 10 of our landing pages and change copy and CTAs. This can increase the conversion rate from 3.2% to 4.1% within a month.<\/em>\u201d&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not sure what to include in your project scope? Read the article below to find out how to structure it and use a free template to help you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/plaky.com\/learn\/project-management\/scope-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Develop the Project Scope in 6 Steps (+ Free Template)<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"2-align-stakeholders\" class=\"wp-block-heading\">#2 Align stakeholders<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When initiating a project, you need to map out all individuals involved and unite them around your project&#8217;s vision. Here\u2019s what you need to cover:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Identify stakeholders<\/strong> \u2014 record everyone involved in the project including superiors, sponsors, clients, etc.<\/li>\n\n\n\n<li><strong>Evaluate stakeholders<\/strong> \u2014 get to know your stakeholders and find out more about their interests, views, and influence.<\/li>\n\n\n\n<li><strong>Define communication preferences<\/strong> \u2014 clarify the way the stakeholders want to receive project updates as well as the frequency of sending reports.<\/li>\n\n\n\n<li><strong>Confirm approval system<\/strong> \u2014 agree on the approval workflow and define who needs to evaluate the work before it moves forward.&nbsp;<\/li>\n\n\n\n<li><strong>Assign roles<\/strong> \u2014 name a project manager and team leads and define their responsibilities.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Aligning stakeholders is much easier if you include them as <strong>Viewers<\/strong> to your project board in a dedicated tool like <a href=\"https:\/\/plaky.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky<\/a>. As viewers, they can keep track of project progress in real-time and see files, documents, and comments, but cannot make any changes.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Consider a scenario where your engineering team is developing a new app feature, and your marketing team is constantly asking when the feature will be live so that they can promote it. It\u2019s best to give the marketing manager viewer access to the sprint board so they can stay in sync.&nbsp;&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"757\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Include_stakeholders_as_viewers_to_your_project_board_in_Plaky.webp\" alt=\"Including stakeholders as viewers to your project board in Plaky\" class=\"wp-image-18786\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Include_stakeholders_as_viewers_to_your_project_board_in_Plaky.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Include_stakeholders_as_viewers_to_your_project_board_in_Plaky-713x300.webp 713w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Include_stakeholders_as_viewers_to_your_project_board_in_Plaky-1110x467.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Include_stakeholders_as_viewers_to_your_project_board_in_Plaky-768x323.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Include_stakeholders_as_viewers_to_your_project_board_in_Plaky-1536x646.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Include_stakeholders_as_viewers_to_your_project_board_in_Plaky-18x8.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Include stakeholders as viewers to your project board in Plaky<br><\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"3-assess-feasibility-and-risk\" class=\"wp-block-heading\">#3 Assess feasibility and risk<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To evaluate the project\u2019s potential before you invest time, labor, and money, you need to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Conduct feasibility study<\/strong> \u2014 assess economic, technical, time-related, and legal elements of your project to see if it\u2019s likely to be successful.&nbsp;<\/li>\n\n\n\n<li><strong>Identify risks<\/strong> <strong>and <\/strong><a href=\"https:\/\/plaky.com\/learn\/project-management\/dependencies-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>dependencies<\/strong><\/a> \u2014 analyze what could derail your project and spot dependencies early.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you are in software development, <a href=\"https:\/\/plaky.com\/blog\/construction-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">construction management<\/a>, or marketing, you can use your dedicated tool to list everything you should cover and make things easier.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Say you are working on a feasibility study for a new construction project. You have to analyze lots of factors such as environmental impacts, zoning, supply chain, and more. Listing all your needs within a centralized tool ensures that you don\u2019t overlook important details and keeps relevant documentation in one searchable, shared place.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"698\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plan_your_feasibility_study_in_Plaky.webp\" alt=\"Planning your feasibility study in Plaky\" class=\"wp-image-18787\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plan_your_feasibility_study_in_Plaky.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plan_your_feasibility_study_in_Plaky-730x283.webp 730w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plan_your_feasibility_study_in_Plaky-1110x430.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plan_your_feasibility_study_in_Plaky-768x298.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plan_your_feasibility_study_in_Plaky-1536x596.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plan_your_feasibility_study_in_Plaky-18x7.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Plan your feasibility study in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"4-confirm-resource-requirements\" class=\"wp-block-heading\">#4 Confirm resource requirements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Project initiation also includes preparing a <a href=\"https:\/\/plaky.com\/blog\/resource-allocation\/\" target=\"_blank\" rel=\"noreferrer noopener\">resource allocation<\/a> plan. That\u2019s why you need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Estimate personnel and budget requirements<\/strong> \u2014&nbsp; specify who you need in your project team and <a href=\"https:\/\/plaky.com\/blog\/project-management-budgeting-methods\/\" target=\"_blank\" rel=\"noreferrer noopener\">determine the budget<\/a> for people, consultants, equipment, software, etc.<\/li>\n\n\n\n<li><strong>Confirm the equipment and materials needed<\/strong> \u2014 state the type of tools, machinery, and other supplies you need for the project and make sure they are available before the work begins.<\/li>\n\n\n\n<li><strong>Specify software for project management<\/strong> \u2014 choose the software you will use to manage the project, and make sure it has features and functionalities that match your <a href=\"https:\/\/plaky.com\/blog\/project-management-workflow\/\" target=\"_blank\" rel=\"noreferrer noopener\">project workflow<\/a>.&nbsp;&nbsp;&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can easily track your project resources with Plaky as it keeps all resources in one place making it easy to make adjustments. For instance, knowing when your best graphic designer is available or when exactly your video production team needs a studio eases scheduling and resource over- and under-allocation.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"916\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Keep_track_of_all_project_resources_in_Plaky.webp\" alt=\"Keeping track of all project resources in Plaky\" class=\"wp-image-18788\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Keep_track_of_all_project_resources_in_Plaky.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Keep_track_of_all_project_resources_in_Plaky-590x300.webp 590w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Keep_track_of_all_project_resources_in_Plaky-1110x565.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Keep_track_of_all_project_resources_in_Plaky-768x391.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Keep_track_of_all_project_resources_in_Plaky-1536x782.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Keep_track_of_all_project_resources_in_Plaky-18x9.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Keep track of all project resources in Plaky <\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"5-prepare-documentation-and-secure-sign-off\" class=\"wp-block-heading\">#5 Prepare documentation and secure sign-off&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, it is critical to document everything that will later serve as a baseline and ensure realistic expectations. Here\u2019s what you need to do:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Draft the project charter<\/strong> \u2014 prepare the charter to confirm the project can move forward and that the project manager has the authority to use resources as agreed.<\/li>\n\n\n\n<li><strong>Get formal stakeholder sign-off<\/strong> \u2014 present the charter to everyone involved in the project for their final approval and sign-off.<\/li>\n\n\n\n<li><strong>Formalize decision-making process<\/strong> \u2014 determine who is responsible for decision-making and in what situations.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Although a mountain of paperwork often seems like an administrative quagmire that slows down project processes, skipping important steps can do more harm than good. Project documentation safeguards projects and prevents situations like <em>\u201cWe had to overspend because we needed more people to deliver on time\u201d<\/em> or <em>\u201cThe new manager didn\u2019t know where to find that information\u201d.<\/em> It\u2019s critical you secure that initial sign-off and get everyone aligned on the scope, budget, and responsibilities from the get-go.<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Need an example of a project charter and a template to help you create one? No problem, you\u2019ll find both in the article below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/plaky.com\/learn\/project-management\/project-charter\/\" target=\"_blank\" rel=\"noreferrer noopener\">What Is a Project Charter? Example + Free Template Included<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"project-planning-phase-checklist-items\" class=\"wp-block-heading\">Project planning phase checklist items<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This phase is dedicated to creating a roadmap for the project and setting a solid foundation for execution. Here are the steps you need to take:<\/p>\n\n\n\n<h3 id=\"1-define-goals-and-objectives\" class=\"wp-block-heading\">#1 Define goals and objectives&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your project needs clear direction so that everyone stays focused on what needs to be done to get the desired outcome. With this in mind, make sure you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Set clear goals<\/strong> \u2014 establish clear targets your project wants to hit and follow the <a href=\"https:\/\/plaky.com\/blog\/smart-goals-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">S.M.A.R.T.<\/a> criteria to structure goals correctly.<\/li>\n\n\n\n<li><strong>Determine milestones and <\/strong><a href=\"https:\/\/plaky.com\/learn\/project-management\/deliverable-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>deliverables<\/strong><\/a> \u2014 let your team and stakeholders know the major checkpoints and how you make progress.<\/li>\n\n\n\n<li><strong>Define <\/strong><a href=\"https:\/\/plaky.com\/blog\/kpi-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>key performance indicators<\/strong><\/a> (KPIs) \u2014 decide how you will measure performance of your project compared to project goals.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Having clear goals helps you remove the guesswork and increases the chances of project success.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So, don\u2019t just say: <em>\u201cMake the app load time faster so users don\u2019t abandon their purchases\u201d<\/em>. Instead, use the S.M.A.R.T. framework, and define your goal in the following way: <em>\u201cOptimize frontend API caching and database indexing throughout the next 6-week sprint to reduce the load time from 4.5 seconds to the industry standard of 2 seconds.\u201d&nbsp;<\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"1029\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/SMART-EN_1.webp\" alt=\"S.M.A.R.T. goals criteria\" class=\"wp-image-18789\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/SMART-EN_1.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/SMART-EN_1-525x300.webp 525w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/SMART-EN_1-1110x635.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/SMART-EN_1-768x439.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/SMART-EN_1-1536x878.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/SMART-EN_1-18x10.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">S.M.A.R.T. goals criteria<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"2-plan-project-schedule-and-budget\" class=\"wp-block-heading\">#2 Plan project schedule and budget<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Well-planned time and budget will save you from costly delays, confusion, and potential <a href=\"https:\/\/plaky.com\/blog\/reasons-for-project-failure\/\" target=\"_blank\" rel=\"noreferrer noopener\">project failure<\/a>. That\u2019s why you need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create a WBS<\/strong> \u2014 Create a <a href=\"https:\/\/plaky.com\/learn\/project-management\/work-breakdown-structure-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Work Breakdown Structure<\/a> to visualize your project better and break it down into more manageable chunks making it easy to trace dependencies.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Make time estimates<\/strong> \u2014 estimate the time needed to complete tasks to prevent rescheduling and burnout.<\/li>\n\n\n\n<li><strong>Make budget estimates<\/strong> \u2014 try to forecast expenses for the team, tools, vendors, materials, and everything you need for the project as it helps you prevent unexpected costs.&nbsp;<\/li>\n\n\n\n<li><strong>Allocate budget and get approval<\/strong> \u2014 distribute budget properly in agreement with your stakeholders and ensure full control over spending to avoid financial surprises.&nbsp;<\/li>\n\n\n\n<li><strong>Make a contingency plan<\/strong> \u2014 prepare your \u201cplan B\u201d in case any issues emerge to enable fast recovery.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Mind you, the hierarchical structure of a WBS clearly shows the work packages, helping you see what\u2019s in scope and easily make time and budget estimates.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"900\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Work_breakdown_structure.webp\" alt=\"An example of a Work breakdown structure\" class=\"wp-image-18790\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Work_breakdown_structure.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Work_breakdown_structure-600x300.webp 600w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Work_breakdown_structure-1110x555.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Work_breakdown_structure-768x384.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Work_breakdown_structure-1536x768.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Work_breakdown_structure-18x9.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">An example of a Work breakdown structure<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"3-draw-up-a-communication-plan\" class=\"wp-block-heading\">#3 Draw up a communication plan<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A clear communication plan creates a bridge between stakeholders and clients on the one hand and project team(s) on the other.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s take a creative agency as an example. In situations when feedback, copy changes, or scope adjustments get scattered across Pumble DMs, email threads, or phone calls, the design team often misses important change requests, or builds assets on old inputs. This leads to a lot of rework and conflicts within the team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To ensure effective communication on your project, you need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Agree on communication channels<\/strong> \u2014 define communication channels with your team members and stakeholders (phone calls, team chats, emails, shared status reports, etc.)&nbsp;<\/li>\n\n\n\n<li><strong>Define reporting frequency and meeting schedule<\/strong> \u2014 agree on the cadence of reporting and meetings to keep work productive and ensure timely decision making.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u2019t let late updates, feedback, and incomplete information spoil your project. Read the article below to find out how Plaky helps you collaborate with ease:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/plaky.com\/learn\/plaky\/plaky-communication\/\" target=\"_blank\" rel=\"noreferrer noopener\">Communicating in Plaky: Top Features for Easy Collaboration<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"4-define-quality-standards\" class=\"wp-block-heading\">#4 Define quality standards<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To deliver what your stakeholders or clients expect, you need to satisfy their standards. And, there\u2019s no better way to fulfill expectations than to define quality standards in advance. Here\u2019s what you need to do:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Define criteria for functionality, performance, and compliance<\/strong> \u2014 clarify what is accepted on a project in terms of deliverable standards and regulatory protocols your team needs to follow.<\/li>\n\n\n\n<li><strong>Document quality guidelines for the project team<\/strong> \u2014 create a document everyone can refer to when they need to check acceptance criteria for a deliverable.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When engineers develop a new feature for a mobile app, they need to define acceptance criteria, and decide on the definition of \u201cdone\u201d. The quality standards typically cover the product, project processes, security and compliance, and performance of the feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n<div class=\"banner banner-dark plaky-gradient-features\">\n    <div class=\"banner-text lg:pr-16\">\n        <h2 class=\"translation-block text-2xl mb-4!\">Keep all documentation in one place with Plaky<\/h2>\n        <p class=\"translation-block text-xs!\">All Plaky\u2019s plans offer unlimited storage allowing you to keep all project-related files, documents, images, and more in one centralized hub.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white text-dark hover:text-primary text-sm\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2 text-sm\" href=\"https:\/\/plaky.com\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-middle \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/blog\/wp-content\/themes\/product-blog\/public\/images\/plaky\/banners\/features@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/blog\/wp-content\/themes\/product-blog\/public\/images\/plaky\/banners\/features.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h3 id=\"5-set-up-tools-and-introduce-the-project\" class=\"wp-block-heading\">#5 Set up tools and introduce the project<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This is the last step before you set the project in motion. It\u2019s vital to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Organize a <\/strong><a href=\"https:\/\/plaky.com\/blog\/project-kickoff-meeting\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>kick-off meeting<\/strong><\/a> \u2014 use this meeting to introduce the project, align your team and stakeholders, and present them with the plan, timeline, and goals.<\/li>\n\n\n\n<li><strong>Set up project management software <\/strong>\u2014 set your chosen <a href=\"https:\/\/plaky.com\/project-planning-software\" target=\"_blank\" rel=\"noreferrer noopener\">project planning software<\/a> and establish a centralized space where you can draw up your project plan, assign tasks, track progress, and more.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you work in a marketing agency, you know the drill: spending half your day in meetings, untangling spreadsheets just to figure out who is doing what.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Having a dedicated tool helps marketing teams get rid of unpractical solutions and manage everything \u2014 from subjective deliverables and feedback to tight deadlines and cross-functional teams.&nbsp; &nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Want to get projects off the ground smoothly? Learn how to organize an effective kick-off meeting and download a free agenda and a checklist template with all steps included:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/plaky.com\/blog\/project-kickoff-meeting\/\" target=\"_blank\" rel=\"noreferrer noopener\">11 Steps to Streamline Your Project Kickoff Meeting (+ Free Agenda and Checklist Template)<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\n<div class=\"banner banner-dark plaky-gradient-default\">\n    <div class=\"banner-text lg:pr-16\">\n        <h2 class=\"translation-block text-2xl mb-4!\">Free project management software<\/h2>\n        <p class=\"translation-block text-xs!\">Manage tasks and track your progress in real-time to achieve better project results with Plaky by CAKE.com.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white text-dark hover:text-primary text-sm\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2 text-sm\" href=\"https:\/\/plaky.com\/apps\" target=\"_blank\">Download<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-right \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/blog\/wp-content\/themes\/product-blog\/public\/images\/plaky\/banners\/default@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/blog\/wp-content\/themes\/product-blog\/public\/images\/plaky\/banners\/default.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h2 id=\"project-execution-phase-checklist-items\" class=\"wp-block-heading\">Project execution phase checklist items<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The execution phase is where your team starts the actual work on a project. These are the steps you should follow:<\/p>\n\n\n\n<h3 id=\"1-execute-tasks\" class=\"wp-block-heading\">#1 Execute tasks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To finally see how your project plan is being carried out, you need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Assign tasks to team members<\/strong> \u2014 delegate tasks to your team members as planned.<\/li>\n\n\n\n<li><strong>Set <\/strong><a href=\"https:\/\/plaky.com\/learn\/project-management\/project-deadline\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>project deadlines<\/strong><\/a> \u2014 define due dates for every task and set the timeline.<\/li>\n\n\n\n<li><strong>Allocate resources<\/strong> \u2014 make sure equipment and office space are available when needed, and keep control of where your money goes.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Leaving tasks unallocated often leads to duplicated efforts and <em>\u201cI thought you had it\u201d<\/em> trap, especially in large IT or creative teams. That\u2019s why it\u2019s best to stick to the golden rule: every task needs to have the owner and deadline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The best way to execute tasks (and stay in the know with what you\u2019re working on in real time) is by using a dedicated tool. In Plaky by CAKE.com, you can list tasks, invite team members to a board, and assign them by choosing their name from the dropdown list. Plus, you can further customize your board and add <a href=\"https:\/\/plaky.com\/features\/fields\" target=\"_blank\" rel=\"noreferrer noopener\">Fields<\/a> like date, status, priority, etc.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"861\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Easily_assign_tasks_to_your_team_members_in_Plaky.webp\" alt=\"Assigning tasks to team members in Plaky\" class=\"wp-image-18791\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Easily_assign_tasks_to_your_team_members_in_Plaky.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Easily_assign_tasks_to_your_team_members_in_Plaky-627x300.webp 627w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Easily_assign_tasks_to_your_team_members_in_Plaky-1110x531.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Easily_assign_tasks_to_your_team_members_in_Plaky-768x367.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Easily_assign_tasks_to_your_team_members_in_Plaky-1536x735.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Easily_assign_tasks_to_your_team_members_in_Plaky-18x9.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Easily assign tasks to team members in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"2-manage-resources\" class=\"wp-block-heading\">#2 Manage resources<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Resource management in this phase means you need to stay in the loop with the project and make necessary adjustments. To do this, you need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Monitor individual workload<\/strong> \u2014 monitor each team member\u2019s workflow to ensure even distribution of work and prevent burnout and potential delays.<\/li>\n\n\n\n<li><strong>Resolve blockers<\/strong> \u2014 pay close attention to blockers, and try to resolve them before they cause more trouble.&nbsp;<\/li>\n\n\n\n<li><strong>Shift resources when needed<\/strong> \u2014 solve burning issues with available slack to keep your project on track.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When work is poorly distributed in a 2-week sprint, your Senior developer ends up drowning. Meanwhile, your junior and mid-level developers are blocked waiting for&nbsp; deployment pipelines. A setup like that can only trigger a series of failures across the sprint.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plaky\u2019s <a href=\"https:\/\/plaky.com\/features\/gantt-chart\" target=\"_blank\" rel=\"noreferrer noopener\">Gantt chart<\/a> gives you a complete overview of your team members\u2019 workflow helping you prevent over- and underutilizing your human resources.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"939\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_Plakys_Gantt_view_to_check_your_teams_workload.webp\" alt=\"Using Plaky\u2019s Gantt view to check your team member's workload\" class=\"wp-image-18792\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_Plakys_Gantt_view_to_check_your_teams_workload.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_Plakys_Gantt_view_to_check_your_teams_workload-575x300.webp 575w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_Plakys_Gantt_view_to_check_your_teams_workload-1110x579.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_Plakys_Gantt_view_to_check_your_teams_workload-285x150.webp 285w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_Plakys_Gantt_view_to_check_your_teams_workload-768x401.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_Plakys_Gantt_view_to_check_your_teams_workload-1536x801.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_Plakys_Gantt_view_to_check_your_teams_workload-18x9.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Use Plaky\u2019s Gantt view to check your team member&#8217;s workload<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"3-monitor-progress-and-quality\" class=\"wp-block-heading\">#3 Monitor progress and quality<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A project is like a living thing \u2014 you should leave nothing to chance if you want to stay within budget, deliver on time, and avoid rework. Here\u2019s what to do to prevent such outcomes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Hold regular status meetings<\/strong> \u2014 use status meetings to keep everyone updated on the progress.<\/li>\n\n\n\n<li><strong>Review if deliverables match quality standards<\/strong> \u2014 evaluate the quality before you deliver through QC testing, stakeholder feedback, and peer reviews.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Track progress against the plan<\/strong> \u2014 regularly compare project progress against your project plan to identify deviations and spot new risks.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The construction field depends on sequencing \u2014 you can hardly run electrical wires before the roof and windows are watertight. Regular daily site monitoring helps superintendents spot if some teams fall behind or if there will be delays in material delivery.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By keeping track of every step, managers can adjust schedules and reallocate workers to keep the project on budget and on schedule.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Plaky, you can track progress in several ways thanks to different <a href=\"https:\/\/plaky.com\/features\/board-views\" target=\"_blank\" rel=\"noreferrer noopener\">board views<\/a>. While the Gantt chart view shows tasks on a timeline, the Table view works like a spreadsheet with all relevant information, and <a href=\"https:\/\/plaky.com\/kanban-tool\" target=\"_blank\" rel=\"noreferrer noopener\">Kanban board<\/a> helps you manage tasks through stages.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also use <a href=\"https:\/\/plaky.com\/features\/sort-filter\" target=\"_blank\" rel=\"noreferrer noopener\">sort and filter<\/a> options to narrow down your focus to specifics that are important to you.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"869\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_sort_option_to_set_the_order_of_your_tasks_per_priority_or_status.webp\" alt=\"Sorting your tasks in Plaky\" class=\"wp-image-18793\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_sort_option_to_set_the_order_of_your_tasks_per_priority_or_status.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_sort_option_to_set_the_order_of_your_tasks_per_priority_or_status-621x300.webp 621w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_sort_option_to_set_the_order_of_your_tasks_per_priority_or_status-1110x536.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_sort_option_to_set_the_order_of_your_tasks_per_priority_or_status-768x371.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_sort_option_to_set_the_order_of_your_tasks_per_priority_or_status-1536x742.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Use_sort_option_to_set_the_order_of_your_tasks_per_priority_or_status-18x9.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Use the sort option to set the order of your tasks per priority or status<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"4-cooperate-with-stakeholders\" class=\"wp-block-heading\">#4 Cooperate with stakeholders<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Stakeholders should be actively involved in the project to help with knowledge sharing, decision making, and change management processes. As a project manager, you should:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Share status updates<\/strong> \u2014 send status reports or hold status check-ins to keep stakeholders informed about your project progress.<\/li>\n\n\n\n<li><strong>Evaluate change requests<\/strong> \u2014 involve stakeholders in the evaluation process whenever requests impact scope, budget, and\/or schedule.<\/li>\n\n\n\n<li><strong>Document changes and decisions<\/strong> \u2014 make sure you record every change and decision as this helps you control scope and prevents costly misunderstandings.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Make sure you have a paper trail even when your client asks for a change of a headline on your ad campaign. Such \u201cquick edits\u201d also change your project scope, timeline, and budget.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you get approval from other stakeholders and make schedule and budget adjustments, share the update so that everyone is in the know.&nbsp; &nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your stakeholders prefer reports in PDF, you can export project data from <a href=\"https:\/\/plaky.com\/features\/chart-view\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s Chart view<\/a> in this format in a few clicks.&nbsp;&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"769\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Export_your_project_data_in_pdf__from_the_Chart_view_in_Plaky.webp\" alt=\"Exporting your project data in PDF from the Chart view in Plaky\" class=\"wp-image-18794\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Export_your_project_data_in_pdf__from_the_Chart_view_in_Plaky.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Export_your_project_data_in_pdf__from_the_Chart_view_in_Plaky-702x300.webp 702w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Export_your_project_data_in_pdf__from_the_Chart_view_in_Plaky-1110x474.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Export_your_project_data_in_pdf__from_the_Chart_view_in_Plaky-768x328.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Export_your_project_data_in_pdf__from_the_Chart_view_in_Plaky-1536x656.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Export_your_project_data_in_pdf__from_the_Chart_view_in_Plaky-18x8.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Export your project data in PDF from the Chart view in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 id=\"project-monitoring-and-control-phase-checklist-items\" class=\"wp-block-heading\">Project monitoring and control phase checklist items<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This phase supports the execution phase ensuring the project is on track and aligned with its goals and objectives. It includes several steps you should follow:&nbsp;<\/p>\n\n\n\n<h3 id=\"1-track-performance-and-scope-changes\" class=\"wp-block-heading\">#1 Track performance and scope changes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Regular checks of your project progress and its expansion are essential to keep the project on track. Here\u2019s what you need to do:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Track KPIs<\/strong> \u2014 prevent guesswork by comparing performance against the baseline and make decisions based on real data.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Control scope changes<\/strong> \u2014 insist on a formal approval process in terms of scope changes to prevent budget overruns, <a href=\"https:\/\/plaky.com\/blog\/missed-deadlines-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">missed deadlines<\/a>, and team burnout.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Failing to track KPIs leaves you with blind spots \u2014 you might think everything is going great, while your client feels your team is moving too slowly. By tracking KPIs, both sides stay aligned on actual performance.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, every \u201cquick favor\u201d for a client must be approved and formalized to prevent unbilled labor, loss of control, and overtime work.<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Find out what scope creep represents and how you can prevent changes that can jeopardize your project:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/plaky.com\/learn\/project-management\/scope-creep-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">What Is Scope Creep and How Do You Prevent It?<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"2-evaluate-budget-and-schedule\" class=\"wp-block-heading\">#2 Evaluate budget and schedule<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Staying within financial and schedule boundaries is a challenge that can be met if you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Analyze variances<\/strong> \u2014 evaluate if there are any deviations in your project by checking variances like cost, schedule, and scope.&nbsp;<\/li>\n\n\n\n<li><strong>Track expenses and burn rate<\/strong> \u2014 control every dollar spent and track burn rate to prevent inefficient spending and cut costs before you run out of money.&nbsp;<\/li>\n\n\n\n<li><strong>Check critical path<\/strong> \u2014 use the <a href=\"https:\/\/plaky.com\/learn\/project-management\/critical-path-method\/\" target=\"_blank\" rel=\"noreferrer noopener\">critical path method<\/a> to identify dependent tasks and prevent delays.&nbsp;<\/li>\n\n\n\n<li><strong>Balance workloads<\/strong> \u2014 make sure you assign tasks per expertise and use schedule adjustments to avoid burnout and overtime expenses.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">A designer might work overtime to fix a mistake, logging 8 hours on the client\u2019s project sheet but recording extra hours on internal agency sheets. As far as the client is concerned, everything looks good, but the agency ends up paying for unbillable work.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By keeping track of the total logged hours and target billable hours per team member, you can easily compare the 2 and see exactly where your profitability is leaking.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plaky helps you to allocate project expenses for each task, item, or activity and track how the budget is spent. The <a href=\"https:\/\/plaky.com\/features\/summary\" target=\"_blank\" rel=\"noreferrer noopener\">Summary row<\/a> below each item group gives you an insight into total costs.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"866\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track_your_project_expenses_with_ease_in_Plaky.webp\" alt=\"Tracking your project expenses with ease in Plaky\" class=\"wp-image-18795\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track_your_project_expenses_with_ease_in_Plaky.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track_your_project_expenses_with_ease_in_Plaky-624x300.webp 624w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track_your_project_expenses_with_ease_in_Plaky-1110x534.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track_your_project_expenses_with_ease_in_Plaky-768x369.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track_your_project_expenses_with_ease_in_Plaky-1536x739.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track_your_project_expenses_with_ease_in_Plaky-18x9.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Track your project expenses with ease in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"3-manage-risks\" class=\"wp-block-heading\">#3 Manage risks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Identifying potential risks helps you prevent some of the most frequent project pitfalls such as unrealistic deadlines, poor communication, and unclear objectives. To manage risks properly, you need to:&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Keep tabs on the risk register<\/strong> \u2014 know what hiccups you can expect so that you can resolve issues before they escalate.<\/li>\n\n\n\n<li><strong>Draw up a mitigation plan<\/strong> \u2014 prepare your action plan for crisis recovery as it will help you respond much faster when the alarm goes off.<\/li>\n\n\n\n<li><strong>Define escalation criteria<\/strong> \u2014 map out a clear strategy for your team members to let them know when they should involve senior management in problem resolution.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you ever identify a vulnerability in the firewall, knowing who to inform first is essential, as not all issues need to escalate to executive teams. Risk registers help you find solutions quickly and move projects forward.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also, having predefined escalation criteria lets you easily determine risks\u2019 level and the exact way to treat risks effectively. &nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>PLAKY PRO TIP<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A strong risk management plan is a must. Learn how to manage project risks and move your projects forward with no trouble:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/plaky.com\/learn\/project-management\/risk-management-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">6-Step Guide to the Project Risk Management Process<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"4-collaborate-with-the-team-and-stakeholders\" class=\"wp-block-heading\">#4 Collaborate with the team and stakeholders<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open and transparent communication is key during this phase, as it helps keep everyone involved in the project on the same page. To maintain good cooperation, you should:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ensure regular updates <\/strong>\u2014 share status reports, or run meetings to let both your project team and stakeholders know the current project status.&nbsp;<\/li>\n\n\n\n<li><strong>Encourage feedback<\/strong> \u2014 keep communication channels open to get feedback, and enable discussions on how to improve and find better solutions.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Creatives know their work is highly subjective and received feedback is precious for improvement. By encouraging the culture of structured feedback throughout the creative project lifecycle, you ensure the final product hits the target.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plaky lets you keep all task-related discussions, updates, and feedback in its <a href=\"https:\/\/plaky.com\/features\/comments\" target=\"_blank\" rel=\"noreferrer noopener\">Comments<\/a> section. Here, you can @mention your team members to draw their attention and reply to comments in threads to keep discussions organized.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What\u2019s best, in Plaky, you get real-time <a href=\"https:\/\/plaky.com\/features\/notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Notifications<\/a> about any updates on tasks you\u2019re involved with leaving no room for information loss.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"885\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Start_task-related_discussions_in_Plaky_to_find_best_solutions_for_the_task_in_question_.webp\" alt=\"Task-related discussions in Plaky\" class=\"wp-image-18796\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Start_task-related_discussions_in_Plaky_to_find_best_solutions_for_the_task_in_question_.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Start_task-related_discussions_in_Plaky_to_find_best_solutions_for_the_task_in_question_-610x300.webp 610w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Start_task-related_discussions_in_Plaky_to_find_best_solutions_for_the_task_in_question_-1110x546.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Start_task-related_discussions_in_Plaky_to_find_best_solutions_for_the_task_in_question_-768x378.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Start_task-related_discussions_in_Plaky_to_find_best_solutions_for_the_task_in_question_-1536x755.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Start_task-related_discussions_in_Plaky_to_find_best_solutions_for_the_task_in_question_-18x9.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Start task-related discussions in Plaky to find best solutions for the task in question<br><\/figcaption><\/figure>\n<\/div>\n\n\n<h2 id=\"project-closure-phase-checklist-items\" class=\"wp-block-heading\">Project closure phase checklist items<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The closure phase is the one where you wrap up all <a href=\"https:\/\/plaky.com\/blog\/project-activities\/\" target=\"_blank\" rel=\"noreferrer noopener\">project activities<\/a>, and make sure everyone is satisfied with the final result. To close your project properly, take the following steps:&nbsp;<\/p>\n\n\n\n<h3 id=\"1-confirm-acceptance-formally\" class=\"wp-block-heading\">#1 Confirm acceptance formally<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This step is crucial as it helps you verify compliance and ensure there are no disputed items.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ensure all deliverables meet requirements<\/strong> \u2014 confirm with stakeholders and third-party contributors that what you delivered meets the agreed scope and satisfies quality standards.<\/li>\n\n\n\n<li><strong>Obtain sign-off from stakeholders<\/strong> \u2014 make sure you get official sign-off from stakeholders that the project is complete, as this protects your company and team from potential legal disputes.<\/li>\n\n\n\n<li><strong>Transfer the project maintenance responsibility to support teams<\/strong> \u2014 allow smooth transfer of your project to a dedicated team specialized for troubleshooting and triage.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Let the client test the new app or website, and make sure all requirements are verified and passed. You also need to hand the system over to the support or operations team and migrate data with zero data loss before you actually close the contract.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\n<div class=\"banner banner-dark plaky-gradient-landing-1\">\n    <div class=\"banner-text lg:pr-16\">\n        <h2 class=\"translation-block text-2xl mb-4!\">Get 24\/7 human support with Plaky<\/h2>\n        <p class=\"translation-block text-xs!\">Plaky ensures 24\/7 human support on all its plans. Reach them via email, chat, or phone to get advice on how to use features and\/or resolve problems.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white text-dark hover:text-primary text-sm\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2 text-sm\" href=\"https:\/\/plaky.com\/help\/contact\/\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-bottom \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/blog\/wp-content\/themes\/product-blog\/public\/images\/plaky\/banners\/landing-1@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/blog\/wp-content\/themes\/product-blog\/public\/images\/plaky\/banners\/landing-1.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h3 id=\"2-review-contracts-and-finances\" class=\"wp-block-heading\">#2 Review contracts and finances&nbsp;<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ensure all invoices are paid<\/strong> \u2014 check if all invoices are paid to prevent financial or legal disputes and ensure that your planned budget aligns with what you actually spent.<\/li>\n\n\n\n<li><strong>Review final budget status and close project accounts<\/strong> \u2014 make sure you have no financial obligations left and close project accounts to revoke access to them or simply reallocate unspent funds.&nbsp;<\/li>\n\n\n\n<li><strong>Send final reports<\/strong> \u2014 prepare detailed reports and send them out to interested parties to confirm alignment and financial closure.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Terminate contracts and agreements<\/strong> \u2014 finalize all contracts and agreements to officially release vendors, suppliers, and other contractors and protect your company from lawsuits.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The best way for agencies, consultants, lawyers, and IT companies to ensure pricing accuracy and clean billing is by tracking the time spent on tasks. Time tracking enables you to count in a 10-minute call with a client or a quick bug fix in your actual work.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to track the time spent on tasks and enable smarter billing, consider <a href=\"https:\/\/plaky.com\/clockify-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky + Clockify native integration<\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With this integration, you can track the time your team members spend on tasks directly in Plaky knowing that all data will be automatically linked to the right project and task in your Clockify account. That said, you can later run time reports in Clockify and prepare invoices for clients.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"1097\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track-time-directly-in-Plaky.webp\" alt=\"Tracking time directly in Plaky\" class=\"wp-image-18797\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track-time-directly-in-Plaky.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track-time-directly-in-Plaky-492x300.webp 492w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track-time-directly-in-Plaky-1110x676.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track-time-directly-in-Plaky-768x468.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track-time-directly-in-Plaky-1536x936.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Track-time-directly-in-Plaky-18x12.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Track time directly in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"3-transfer-knowledge-and-archive-documentation\" class=\"wp-block-heading\">#3 Transfer knowledge and archive documentation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Using previous experience on future projects minimizes risks of repeating the same mistakes, improves onboarding process, and keeps best practices within the company. The steps you need to take are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Hold a <\/strong><a href=\"https:\/\/plaky.com\/learn\/project-management\/post-implementation-review\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>post-implementation review<\/strong><\/a><strong> and <\/strong><a href=\"https:\/\/plaky.com\/blog\/lessons-learned-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>capture lessons learned<\/strong><\/a> \u2014 gather your team to discuss what went well on a project and what could be improved, and make a record of those insights to get back to in future projects.<\/li>\n\n\n\n<li><strong>Summarize performance feedback<\/strong> \u2014 assess team contribution and their roles and compare project outcome to the original plan and KPIs.&nbsp;<\/li>\n\n\n\n<li><strong>Archive all files, repositories, and assets<\/strong> \u2014 save your contracts, plans, past decisions, and strategies for future reference to enable process improvement.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">By storing accumulated knowledge and experience, you prevent future teams from reinventing the wheel and save them time. Also, your company\u2019s strategic history will help you understand why some ideas were accepted and others were discarded.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plaky lets you preserve complete projects no matter whether you put a project on hold or save it for future reference thanks to its Archive feature. You can archive entire Boards, Item groups, Items, and even Subitems.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"802\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Save_everything_thats_important_for_future_use_in_Plaky-1.webp\" alt=\"Archiving board in Plaky\" class=\"wp-image-18799\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Save_everything_thats_important_for_future_use_in_Plaky-1.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Save_everything_thats_important_for_future_use_in_Plaky-1-673x300.webp 673w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Save_everything_thats_important_for_future_use_in_Plaky-1-1110x495.webp 1110w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Save_everything_thats_important_for_future_use_in_Plaky-1-768x342.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Save_everything_thats_important_for_future_use_in_Plaky-1-1536x684.webp 1536w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Save_everything_thats_important_for_future_use_in_Plaky-1-18x8.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Save everything that\u2019s important for future use in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"4-release-the-project-team-and-celebrate-project-success\" class=\"wp-block-heading\">#4 Release the project team and celebrate project success<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Closing resources is the last task project managers have. To do that, you need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Release the team<\/strong> \u2014 free up your team members so that they could join other projects without delay.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Reallocate equipment<\/strong> \u2014 put specialized equipment to use again by reallocating it to other teams and projects, and minimize unnecessary spending.<\/li>\n\n\n\n<li><strong>Revoke licences<\/strong> \u2014 inform the security team to remove access to any licences and channels to finalize disbandment.&nbsp;<\/li>\n\n\n\n<li><strong>Celebrate project success<\/strong> \u2014 recognize your team&#8217;s efforts to boost their morale and promote a positive work environment.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once you release your project team, don\u2019t miss the opportunity to organize a gathering and let your team \u201creset\u201d before the next project venture. Any way you opt for to show how much you appreciate their effort directly impacts their mental health and acts as a great retention tool.&nbsp;<\/p>\n\n\n\n<p class=\"custom-btn wp-block-paragraph\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Try Plaky for free<\/a><\/p>\n\n\n\n<h2 id=\"free-project-management-checklist-template\" class=\"wp-block-heading\">Free project management checklist template&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">No matter if you are new to the field or an experienced project manager, having a comprehensive project checklist as a sidekick is always smart.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you download our project management checklist template, you\u2019ll see it covers all the steps, from initiation to closure.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The template groups tasks and subtasks per project phases, so you\u2019ll never be confused about when you should complete a task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also, each task has a dedicated checkbox you can tick off and a due date cell.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What\u2019s best, the template is highly-customizable and free to download!&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"2538\" src=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plaky_project_checklist_.webp\" alt=\"Project checklist template\" class=\"wp-image-18800\" srcset=\"https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plaky_project_checklist_.webp 1800w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plaky_project_checklist_-213x300.webp 213w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plaky_project_checklist_-726x1024.webp 726w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plaky_project_checklist_-768x1083.webp 768w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plaky_project_checklist_-1089x1536.webp 1089w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plaky_project_checklist_-1452x2048.webp 1452w, https:\/\/plaky.com\/blog\/wp-content\/uploads\/2022\/07\/Plaky_project_checklist_-9x12.webp 9w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><figcaption class=\"wp-element-caption\">Project checklist template<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"custom-btn wp-block-paragraph\"><a href=\"https:\/\/docs.google.com\/document\/d\/1BGH0tDaVKVjpHZF-akMBuTNkHqdak7Rg43yRIPQeSRU\/copy\" target=\"_blank\" rel=\"noreferrer noopener\">Access Plaky\u2019s free template<\/a><\/p>\n\n\n\n<h2 id=\"faq-about-project-checklists\" class=\"wp-block-heading\">FAQ about project checklists<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Check out the answers to some of the questions you might have about project checklists.&nbsp;<\/p>\n\n\n\n<h3 id=\"what-is-a-project-management-checklist\" class=\"wp-block-heading\">What is a project management checklist?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A project management checklist is a guide you can use to keep track of all the steps you need to follow to successfully complete your projects.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">An effective checklist helps you set the basis for your project, align teams and stakeholders, and manage your projects without missing anything important. It minimizes chances for scope creep and keeps the project on track.&nbsp;<\/p>\n\n\n\n<h3 id=\"how-to-create-a-project-checklist\" class=\"wp-block-heading\">How to create a project checklist?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your ideal checklist for project management will mostly depend on your industry and project type.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Make sure you adapt it to your project workflow and choose a format that suits your working preferences. You can use a dedicated template or a project management tool to track your checklist in real-time.<\/p>\n\n\n\n<h3 id=\"what-is-a-checklist-in-project-management\" class=\"wp-block-heading\">What is a checklist in project management?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A checklist in project management is a list of tasks or activities you need to complete to finish your project. It prevents you from overlooking important steps that can derail your project workflow.<\/p>\n\n\n\n<h3 id=\"what-are-the-7-parts-of-a-project-plan\" class=\"wp-block-heading\">What are the 7 parts of a project plan?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The 7 parts of a project plan are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Goals and objectives<\/li>\n\n\n\n<li>Project scope<\/li>\n\n\n\n<li>Timeline estimate<\/li>\n\n\n\n<li>Deliverables and milestones<\/li>\n\n\n\n<li>Resource allocation<\/li>\n\n\n\n<li>Budget breakdown<\/li>\n\n\n\n<li>Communication framework<\/li>\n<\/ul>\n\n\n\n<h3 id=\"is-there-a-checklist-template-in-word\" class=\"wp-block-heading\">Is there a checklist template in Word?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes, you can find plenty of checklist templates in Word format, but before you opt for any of them, make sure they are editable and that you can adapt them to your needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also, if you wish, you can easily convert Plaky\u2019s checklist template to a Word document and download it as such in a few simple steps.<\/p>\n\n\n\n<h3 id=\"how-to-make-a-project-checklist-in-excel\" class=\"wp-block-heading\">How to make a project checklist in Excel?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You don\u2019t need to be an expert for Excel to make a simple project checklist in this format.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you start from scratch, use any suitable checklist template as a model. Start by creating headers and don\u2019t forget to insert checkboxes.&nbsp;<\/p>\n\n\n\n<h3 id=\"what-is-the-best-format-for-a-checklist\" class=\"wp-block-heading\">What is the best format for a checklist?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The best format for a checklist is the one that fits your working preferences.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can structure your checklist in a dedicated Google Sheets\/Excel spreadsheet or Google Docs\/Word document.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you are a fan of pen and paper, you can convert your Google Doc or Word checklist into a PDF format and print it out.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Finally, if you like, you can create your own checklist in the project management software you already use for managing tasks and teams.<\/p>\n\n\n\n<h2 id=\"create-a-dynamic-project-checklist-in-plaky-and-never-miss-a-thing\" class=\"wp-block-heading\">Create a dynamic project checklist in Plaky and never miss a thing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A project management checklist helps you manage your projects, organize the work properly, and prevents you from missing something vital for the project\u2019s success.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to save time and avoid creating a checklist from scratch, don\u2019t hesitate to download Plaky\u2019s checklist for project management template \u2014 completely free of charge.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, you can give a chance to Plaky by CAKE.com and try it for free for 7 days to see how it works.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From resource allocation to archiving project data, Plaky won\u2019t disappoint you in any way. With Plaky to help you, you can simply <strong>plan, track, and execute projects<\/strong> and never lose control of a situation.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your project checklist in Plaky becomes a living tool that provides you with real-time progress updates, enables in-task collaboration, and reduces manual work via <a href=\"https:\/\/plaky.com\/features\/automations\" target=\"_blank\" rel=\"noreferrer noopener\">board automations<\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What\u2019s more, you\u2019ll be glad to know that Plaky is:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Easy to use<\/strong> \u2014 with no learning curve, Plaky won\u2019t take you much time to learn the ropes.<\/li>\n\n\n\n<li><strong>Affordable<\/strong> \u2014 users get a generous free plan and pay reasonable prices for <a href=\"https:\/\/plaky.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s paid plans<\/a>.<\/li>\n\n\n\n<li><strong>Secure<\/strong> \u2014 your project data is completely safe with Plaky thanks to its 24\/7 security audits and penetration tests.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Plaky Demo Video\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/aHoyPj77TFg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Ready to put your checklist to work? Set up your first project in Plaky in under 2 minutes.<\/em><\/p>\n\n\n\n<p class=\"custom-btn wp-block-paragraph\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Get started with Plaky<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Need a full guide for your project management? Download our all-inclusive project management checklist for free and run your projects efficiently.<\/p>\n","protected":false},"author":11,"featured_media":18771,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5],"tags":[],"class_list":["post-106","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":[],"_links":{"self":[{"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/posts\/106","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/comments?post=106"}],"version-history":[{"count":72,"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/posts\/106\/revisions"}],"predecessor-version":[{"id":19038,"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/posts\/106\/revisions\/19038"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/media\/18771"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/media?parent=106"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/categories?post=106"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/blog\/wp-json\/wp\/v2\/tags?post=106"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}