At ClickUp, we’re all about processes and productivity.
As project managers, we know those are two of your goals, as well.
To help you with your project planning , you can use this checklist for each part of the process. Use it with project teams or share with other PMs in your organization.
You can even add a checklist like this to ClickUp (more on that in a second).
As the project manager , your responsibilities include having a plan for making the project plan .
First, here are the essentials to any perfect project management checklist.
Project Management Checklist
- Set the vision, goals, and objectives
- Meet with stakeholders and other project managers to present a project proposal
- Gather specs and requirements
for the project team
- Gather specs and requirements
- Make the business proposal
- Create the project budget
- Allocate your resourcesCreate a schedule .
9. Monitor Your Progress
Are you on track?
Did you meet the deadline?
These are important questions as you begin your project. Think about the deliverables that you need and apply this to your project schedule. Also, consider lessons learned on previous projects you’ve managed, and be sure that all pertinent project information is available for your team. The more detail you can provide upfront, the better!
There are several ways you can monitor your project progress in ClickUp.
Gantt charts in ClickUp will give you an overview of which projects are on track, what’s behind and the Critical Path to show you the most important items to get done. Reports in ClickUp will also show you who is working on what, how many tasks were completed and more.
You can also use Goals in ClickUp to monitor your project progress. Set an objective and then add a Folder, List or tasks as the Targets. You can see how much progress you’ve made.
Another feature that can help you monitor progress is Portfolios . This feature lets you get a high-level overview of what’s happening in your Team by allowing you to link select Lists in one cohesive place. You can customize your Portfolio views, and even share them with others so that everyone is on the same page as your project schedule moves along.
Bonus: Project Management Examples
Conclusion
Now that we’ve gone through the nine critical steps in a project management checklist, there’s still another handy PM tool feature to help you.
Yes, we’ve shown you how ClickUp can help you –from due dates to reporting progress and project performance–but there’s another piece of the process, too.
You can create a task checklist in ClickUp that includes each part of this process. Each time you want to begin a project, you can have a saved checklist to help you do each step.
It’s a project plan for starting projects.
Here’s one I created for this:
To make it even easier, you can save checklist templates as project management template s and then reload them when you are ready to use them for your next project.
ClickUp makes project planning simpler and more productive for PMs.
Bring all of your work to one place, and start saving a day a week with ClickUp !