You must plan how to meet your project goals before you can complete them. A work plan creates a clear path project teams can follow to reach their desired goals and objectives. Work plans factor in key project planning elements such as tasks, milestones, deliverables, resources, budgetary requirements, and a timeline to weave it all together.
How to Make a Work Plan in 7 Steps
- Set Goals & Objectives
It’s important to use SMART goals: create goals that are specific, measurable, achievable, relevant, and time-related. This should help you start your plan off on the right foot.
- Define the Scope of Your Work Plan
By breaking down your project scope, you can start assembling a team, estimating costs, creating a budget, and drafting a project schedule.
- Estimate What Resources Are Needed
When you break down your project scope you can better estimate what resources are needed for each task in your work plan. Make sure to include different types of project resources, such as human resources, raw materials, machinery, subcontractors, or anything else that you might need for the execution of your work plan.
- Assign Roles & Responsibilities
Now, assemble a project team and clearly define the roles and responsibilities of each member. Communicate with them and make sure they understand what their job is and how they can collaborate with each other.
- Estimate Costs & Create a Budget
Once you have a clear idea of what resources are needed for your work plan, it’s time to estimate their costs and create a budget.
- Create a Project Schedule
There are different tools and techniques you can use to create a project schedule for your work plan. In fact, most project managers use Gantt charts, project calendars, kanban boards
- List Any Risks, Constraints, and Assumptions
Keep in mind that your work plan is the action plan that will direct your project, so the more details you have about constraints and potential risks, the better your team will perform their tasks to produce deliverables and achieve the goals and objectives.
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