Managing projects involves coordinating limited resources and teams of diverse expertise toward achieving objectives and results. Project managers face a variety of challenges and obstacles in this process that include:

  • Unclear, and ever-changing requirements
  • Lack of communication that leads to misunderstandings
  • Missed deadlines due to an inadequate task distribution
  • Scattered information across multiple tools

With some tips and the right app, teams can wrap up projects on time, avoid burnout, and keep stakeholders happy.

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What is project management?

Project management is the process of applying techniques and using tools to help teams deliver projects successfully and timely. To pull this off, project managers need to:

  • Set up a system that ensures clear communication,
  • Choose methodologies that fit the project,
  • Plan resources and schedule milestones,
  • Assess risks and think of a plan B for every project phase, and
  • Define benchmarks and measure results.

In this guide, you’ll find all the necessary knowledge to improve your project managing skills and get years of experience summarized in value-packed pieces.

Core concepts and processes

Every project manager holds a great deal of information up their sleeves and is familiar with concepts that are not common knowledge.

Learn all the core terms and definitions to stay on top of the game and expand your vocabulary. Here’s a sneak peek into what you can discover:

Project management Definition
Project scope The project scope is an agreement between the project team and stakeholders that sets the boundaries and expectations of the project.
Work BreakdownStructure (WBS) The work breakdown structure is a  tree diagram that breaks down a project into phases and deliverables using a hierarchical structure.
Project charter A project charter is a document that briefly explains the project’s main elements. It is used to secure project execution approvals from stakeholders.
Project constraints Project constraints are limiting factors that influence a project’s execution, quality, and outcome.
Capacity planning Capacity planning is the process of matching resources to the demands of upcoming projects.
Project governance Project governance is a strategic framework that defines the way a company manages projects.
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Plaky pro tip

Find it hard to remember all this info? Don’t worry, our sorted and carefully categorized Project management glossary of terms keeps all the terms in one place – visit it anytime.

Find more information about core concepts and processes on our blog and in our knowledge hub.

Best task management software

Project manager’s roles & responsibilities

If you’re looking into switching careers and becoming a project manager or simply wondering what a project manager does, you’ll find all the info here. From the necessary certifications for this role to the project management books you’ll want to read, discover all about the responsibilities of project managers.

Project management activities

The path from taking on a project to closing it successfully is paved with an array of steps the project manager takes with their team and other stakeholders. It all starts with a project proposal and budget planning. After that, the team focuses on:

Traditional & Agile methodologies

If you think there’s only one way to manage your project — think again. You can figure out your own style, or use one of the well-known and tested project management methodologies and frameworks, such as:

Kanban illustration

Kanban - a visual signboard where cards represent project activities

Scrum illustration

Scrum - a framework that achieves project goals through fixed periods called Sprints

Scrumban illustration

Scrumban - a combination of Scrum and Kanban approaches

PRINCE2 illustration

PRINCE2 - a principle-based methodology that focuses on what needs to be done

Six Sigma illustration

Six Sigma - a statistical methodology used to reduce defects

Waterfall illustration

Waterfall - a linear approach with a logical finish-to-start sequence

You’ll also learn the main differences between Lean and Agile management approaches and their underlying philosophies.

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Statistics show that Agile projects are on the decline, while hybrid approaches are on the rise.

Find more information about different methodologies in our knowledge hub.

Risk management & scheduling techniques

No one can predict the future, but you can assess threats — their likelihood and how to overcome them if they occur. Here’s what the process looks like:

With this system in place, stakeholders will be reassured, the manager will have backup plans, and the team will know what to do if anything goes wrong.

Project financials & performance metrics

How is the project performing? You should always have an answer ready for your stakeholders. Gathering data in real time isn’t easy but it can help you spot issues early on and prevent costly mistakes and project failure.

Find out which project metrics to track so that you can follow the project’s development closely and accurately and reallocate resources if necessary. Plus, you’ll learn how to save time and money to keep everyone happy.

Task and workflow management

Tasks are the building blocks of every project and are far more complex than a mere to-do list. Managers have to learn how to distribute assignments across a timeline and different team members, so that everything is done right and on time.

All in all, you don’t want to wing task management, especially if you’re managing multiple projects. Don’t risk failing a project or overwhelming your team — instead, find out how to best manage the workload and optimize your project processes.

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Plaky pro tip

Only 15% of project managers handle a single project at a time. Check out all the latest statistics in our article:

Team management and collaboration

Have you ever heard of the silo mentality in the workplace? Having specialized departments is great on the one hand because it lets teams focus on their expertise. But, on the other hand, these teams tend to isolate themselves and stop communicating with each other.

Best team management software

This blocks cross-functional collaboration and prevents your company from achieving its full potential. But, that’s not the only way poor communication can affect your team.

Informing the right people at the right time about updates or exchanging crucial information that can affect upcoming tasks are steps you don’t want your team to miss. Even as technology evolves and team management tools become smarter every day, missed messages and vital details left unspoken are still very common.

Find more information about team management and collaboration on our blog.

Why spreadsheets and email fail

Managing teams and projects with tools like spreadsheets and email will fail every time because they’re not meant for managing projects or teams. If you’ve been trying to organize information through spreadsheets and maintain communication via emails, you already know that this system doesn’t work.

And, if you’ve just started out your business or taken over a team and plan to keep things running with these 2 tools, you’re about to walk into a trap. Here’s what no one told you about spreadsheets:

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It doesn’t have to be this way — learn how to avoid bottlenecks, prioritize effortlessly using the RICE framework, and apply Gantt charts when managing projects.

Rather watch than read?

Learn about the history behind project management and the best practices of the trade in our videos:

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If you’re looking for bite-sized tips and tricks on managing projects, you’re in the right place. We’ve digested everything you need to know about project management in a series of short videos:

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