The Planning Phase is critical to a project’s success. A well thought-out project plan provides clear direction and understanding of team member’s contributions to the success of the project.   

The planning phase answers the following questions:

  • How will the work be accomplished? 
  • Who will perform the work? 
  • What, exactly, is the work to be done? 
  • When will the work be done?

In the Planning Phase, the Project Manager and project leads work with the team to create the Communication Plan, the initial Work Breakdown Structure (WBS), and Project Schedule which includes tasks, time, resources, and effort estimates for the project.  The Project Schedule is progressively elaborated until all relevant areas of the chartered project have been addressed. 




Identify and analyze stakeholders

Stakeholder analysis worksheet

Start requirements gathering

Requirements document template

Work Breakdown Structure (WBS)

WBS template