Project planning is a field that deals with the issue of how to accomplish a project within a specific time frame, typically with specified resources and phases. Usually all types of project pass through these following five project planning steps.
- Initiation
- Planning
- Execution
- Monitoring and Controlling
- Closing
Here are project planning examples of project from multiple industries, from which you may learn about project planning. Each project planning steps have some specific templates which you may use in your project. You can also download excel and word project planning templates here
House construction project
- Initiation
Stakeholder Identification:
| Stakeholder Name | Role | Contact No. |
| James William | Project Manager | +614123456789 |
| Jackson | Contractor | +614123456789 |
| Henry | House Designer | +614123456789 |
| Flynn | Labor | +614123456789 |
Project Budget: 500,000 AUD
Project Duration: 6 months
Desired Outcome: Construct a double-story, fully-furnished home with intelligent home automation systems.
- Planning:
Goals and Objectives:
- Construct the house as per design.
- Design interior and exterior as per the design book.
- Make sure the house construction completes within the assigned budget and due time.
Sample Schedule:
- Execution:
Tasks Check Lists
- Excavate and build a strong foundation
- Pour column piers and walls
- Install in-floor utilities (including plumbing, electrical and mechanical)
- Install interior and exterior masonry work
- Building Finishing
- Monitoring and Controlling:
- Sanitary equipment inspection
- Electrical installed equipment testing
- Woodwork inspection
- Walls, ceiling and tiles inspection
- Closing:
- Complete the final inspection of the exterior, interior, and architecture.
- Clean up the flooring.
- Remove debris from house
Remote Deposit Capture
- Initiation
Stakeholder Identification:
| Stakeholder Name | Role | Contact No. |
| Dorian Dankly | CEO of Bank | +614156789234 |
| Harold Johnson | VP of IT | +614127893456 |
| Mike Mustafa | IT Professional | +614456789123 |
| Sophie Smith | IT Developer | +614678912345 |
| Christian Jones | Marketing Professional | +614623457891 |
Project Budget: 152500 AUD
Project Duration: 6 months
Desired Outcome: A finance scanner application that provides progressive Internet banking services to customers and allows customers to scan and deposit their checks instantly from any location.
- Planning:
Goals and Objectives:
The Remote Deposit Capture Project will help
- Achieve this aim by increasing the number of customers.
- Make it easier for consumers to make deposits
- Appeal to a younger demographic that is more comfortable with technology
Sample High-level Schedule:
- Execution:
Tasks Check Lists
- Analyze the survey data and collect customer input.
- Select an appropriate scanner device.
- Procurement of sample selected scanner.
- Develop a system to provide online technical support
- Marketing to spread awareness
- User manual to use the scanner application
- Monitoring and Controlling:
- Identify bugs in the scanner application
- Test the scanner
- Scanner procurement audit
- Get customer feedback
- Closing:
- Gain final acceptance from bank CEO
- Complete documentation for the guidance of customers
- Develop lesson learn report for remote deposit project which will include that what went good and what went wrong.
HealthyMe Diet App
- Initiation
Stakeholder Identification:
| Stakeholder Name | Role | Contact No. |
| Haileab Goitom | Sponsor | +614678923415 |
| Daniel Mebrahtom | Project Manager | +614789345612 |
| Marcos Paul | Programmer | +616789123445 |
| James Dawson | GUI Designer | +614612345789 |
| Sujith Navin | System Analyst | +614578916234 |
Project Budget: 200,000 AUD
Project Duration: 1 year
Desired Outcome: A mobile application that can efficiently address the problems of obese people who wants to maintain good shape and healthy. It must ensure the health of obesity patients by providing well-organized information through the application.
- Planning:
Goals and Objectives:
- Provide easy-to-use applications which can run in multiple platforms.
- Address the situation by bringing experts to work together through the app.
- Create excitement and motivation among patients.
- Interactive and attractive application GUI.
- Reduce waste of money for supporting obesity patients
Schedule:
- Execution
Task checklist:
- Conduct Medical and psychological Research.
- Organize and Analyze research results.
- User inputs (Survey, interview, and group discussion).
- Import Dell Desktop.
- Import HP server.
- Implement a database management system.
- Application design and development.
- Monitoring and Controlling
- HealthyMe test and evaluate
- Modify and upgrade HealthifyMe with approved change requests
- Performance report
- Closing
- Deliver fully fledged HealthMe mobile application
- Create User-Guide Manual
- Lessons learned Report
Customer Relationship Management System (CRM)
- Initiation
Stakeholder Identification:
| Stakeholder Name | Role | Contact No. |
| Abdullah | CEO | +614234156789 |
| Emanuel Macron | Project Manager | +614456127893 |
| Paul Smith | Front-end Developer | +614344578912 |
| David Johns | API developer | +614789612345 |
| Humaid | Database developer | +614623457891 |
| John | Server-side programmer | +614234567891 |
Project Budget: 500,000 AUD
Project Duration: 10 months
Desired Outcome: CRM system must have Information Technology to manage, organize, automate and synchronize the services activities and business processes such as customer service, marketing, and technical support. The owner must be able to communicate with the customers and clients and provide the services through this system.
- Planning:
Goals and Objectives:
- To enhance the organization’s revenue and profit.
- To increase the maximum interaction engagement with customers and to discover new customers.
- To help the employee deal faster with clients.
- To provide effective customer service.
- To automate and simplify the marketing process.
High-Level Schedule
- Execution
Task checklist:
- Design the front-end user interface
- Create an application programming interface by using PHP programming.
- Configure the MySQL/Oracle database to store and retrieve data
- Design client’s panel for the creation of clients’ accounts and management of their profiles.
- Administrative panel to manage the overall business processes
- Monitoring and Controlling
- Modules integration and their testing
- Identify the bugs and remove them to make the system efficient
- Installation testing on multiple operating systems and PCs
- Closing
- Final acceptance by CEO
- Installed on every computer of the organization
- Complete user guide
Ginger & Smart Marketing Plan
- Initiation
Stakeholder Identification:
| Stakeholder Name | Role | Contact No. |
| Alexandra | CEO | +614278934156 |
| Genevieve Smart | CFO | +614789345612 |
| Paul Smith | Sales Manager | +614312445789 |
| Donald | Marketing Manager | +614567892341 |
Project Budget: 50,000 AUD
Project Duration: 2 months
Desired Outcome: Increased user traffic and sign-ups on Ginger and Smart online store.
- Planning:
Goals and Objectives:
- To increase customer engagement and sign-ups by 20%.
- To run paid email marketing campaign to increase customer engagement.
- To improve key performance indicators through click rate and sign-ups.
Schedule:
- Execution
Task checklist:
- Research addressable market.
- Identify customer base who are already engaged on G&S LinkedIn groups and other social media groups.
- Create content for marketing (Social media posts, blog posts).
- Research appropriate keywords and update them in the official online store.
- Monitoring and Controlling
- Evaluate customer feedback on different products.
- Monitor the customer responses on social media posts
- Monitor the marketing campaign and customer sign-ups on the online store
- Closing
- Pause paid marketing campaign after 20% increase in sign-ups.