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Project Planning

The Project Planning method helps teams proactively identify logistical needs, potential constraints, and key milestones before diving into a project. By visualizing the project's scope and timeline, teams can anticipate challenges and allocate resources effectively.

60-90 min2-10 peopleHard
When to Use

Use this method at the beginning of a project to ensure the team is aligned on goals, timelines, and resource allocation, especially when dealing with complex projects or tight deadlines.

How It Works

Solves: Lack of clarity on project scope and timelines, leading to missed deadlines and inefficient resource allocation.

Step-by-Step Instructions
Follow these steps to facilitate this method
  1. 1

    Step 1: (10 min) Create a large calendar view (physical or digital) covering the project duration.

  2. 2

    Step 2: (20 min) Mark key dates: deadlines, meetings, travel, team member unavailability. Discuss the implications of these dates.

  3. 3

    Step 3: (20 min) Review the budget and available staff. Identify potential resource constraints and brainstorm solutions.

  4. 4

    Step 4: (20 min) Determine knowledge gaps and plan for necessary research, interviews, or training. Define field visit plans and production needs.

  5. 5

    Step 5: (Ongoing) Emphasize that the plan is a living document and will be updated as the project evolves.

Facilitator Tips
  • Encourage open communication and collaboration during the planning process.
  • Remind the team that the plan is a flexible guide, not a rigid constraint.
Variations
  • Use a Gantt chart or Kanban board to visualize the project plan.
  • Break down the project into smaller, more manageable tasks.
Source: Design KitLearn more