8 Essential Project Management Steps A Project Manager Must Follow

“In every great endeavor we wish to achieve, twice as much hard work is needed for us to give”. I believe in this statement and every project manager would definitely agree. A project manager sees to it that everything goes well as planned and if problems may arise as they usually do, a resolution is immediately implemented. To be able to create a successful project, one must go through the project management steps carefully completing each and every project management phases. Here is a guide of the project management phases:

1. Team Assembly

No man is on an island. Same is true in undergoing a project. It is a collaboration of different minds working together to come up with a cohesive idea and plan out the strategies needed to execute the project successfully. In creating your team make sure that you have different people from a variety of fields to have the most brilliant ideas on hand.

2. Project Initiation

Identification of the project definition, objectives and approach are discussed in this phase. It is important to have your goal in mind before starting to brainstorm into the scope and specifications of your project to serve as your guide throughout the duration of the project.Project Management

3. Project Planning

Among the project management steps, I would say this is very important since the foundation and backbone of the project will depend on the planning stage. If a complete and thorough planning is done the probability of setbacks and problems along the course of the project will be highly prevented. As a project manager you would need to use management-level planning to map out an overview of resources, acquisitions, subcontracts and costs. It is expected of you to estimate, plan and oversee all phases of the project management phase. As a project manager you need to include your team or set up a committee to execute project planning. 

4. Project Execution

In this project management step the project manager needs to know the importance of delegation. Each task needs to be delegated to everyone to achieve efficiency in delivering results. It is also helpful since easy tracking can be done through small teams or groups working together as one to achieve a single goal identified on the Initiation phase. Use a project management software to give a constant overview of how the project is going in terms of scheduling, cost control, budget management, resource allocation, collaboration software, communication, quality management and documentation or administration systems especially in large scale projects. Then collaborate with your team to hold meetings and conferences to provide feedback solve challenges and aid in decision making. Communication is essential in making your project a success to determine degree of dependency among team members and to foster camaraderie.

5. Project Leadership

What sets apart a manager and a leader? Some might not even know the slightest difference. A leader leads by example by that it means he embodies in himself the values of providing quality service to others. He is passionate in helping his team members be productive and resourceful without demanding for results right away. A leader knows and understands his team members weaknesses and strengths which he works around to motivate them to do their best and work collaboratively to produce excellent results.

6. Project Monitoring and Controlling

In any project you need to be able to allocate your resources effectively. Project software is available to oversee your costs, resources and financial capability throughout the project. Highest quality is achieved by constant monitoring and project tracking. Standard Quality is the goal being obtained in this phase to be able to present a high quality result.

7. Project Presentation

This phase is close to completion of the project wherein majority of what was planned has already taken place. The client will have a preview of the project outcome before it is officially launched to be able to change, update or do some minor revisions. The project manager will have the responsibility in presenting to the clients since he is the head of the organizing team. Effective communication skills are needed to undergo this phase impressively.

8. Project Conclusion

At any project close there should be a complete documentation, audit and feedback. Regardless of the success of the project, proper transition of work processes and deliverables should be done. Proper documentation of processes should have been established with sufficient data for the operation of the system and to also provide basis for future projects and maintenance.

Being a project manager has a lot of work. You have to be passionate in helping your team to be able to yield good results. It is not all theories and principles. Though there are a lot of resources on how to use project management steps wisely and effectively to help you along the way.

A Guest Post by Jason Westland.

Jason Westland has 15 years experience in the project management industry. From his experience he has created software to help speed up the management process. If you would like to find out more information about Jason’s online project management software visit www.ProjectManager.com.

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  1. Great list, I feel the leadership role is incredibly important, but also one of the hardest to teach/coach.

    • OpenTube says:

      Like Dr. Goldsmith said- Great Leaders Are Made, Not Born. Its hard to teach leadership but I must admit that everyone is a leader and leadership is at all levels. Thanks for dropping in.

  2. Social comments and analytics for this post…

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  4. Chunking out a project can help you focus on certain areas to be completed and organize the tasks and activities into workgroups. These workgroups or phases can be a more effective approach in managing the entire project.

    Some of the standard project phases can include:

    1. Kickoff
    2. Discovery
    3. Scope definition
    4. Development
    5. Unit Testing
    6. QA Testing
    7. User Testing
    8. Migration to Production

    The phases listed above represent standard project phases that can be used for different implementations.The list can be expanded or broken down even further, depending on the type of project and the type of project you are managing. Slicing up a project into phases is a sound approach that keeps the overall project running smoothly.


  5. Biljana says:

    This list is a bit generic. You cannot expect to have this perfect flow, there are always things that will come and need to be managed.

  6. […] 8 Essential Project Management Steps A Project Manager Must Follow […]

  7. […] for updates on this topic.Powered by WP Greet Box WordPress PluginProject planning is one of the 8 essential Project Management Steps ever Project Manager must follow. Project planning is very important since the foundation and backbone of the project will depend on […]

  8. manoj says:

    this is superb & keep on updating the content.


  9. M.Y.KHAN says:

    Nice one and very organized effort of PM oriented brains.

  10. Daniel Cerone says:

    Good content, and I firmly believe the approach, similar can be also found on the CER1projectmanagement website. Thanks for your effort

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