Define the objective and the need that leads us to carry out a project. Do not lose sight of them throughout the procedure.
Identify the information and resources that we have. Above all, in these first steps it is important to find out all possible doubts as soon as possible. For this, it is important to share the basic requirements with the rest of the team.

The other collaborators will give us a large part of the questions that may arise later on. It does not matter so much if they now have an answer. The fundamental thing here is to know what to investigate.
In this second phase we can now make our first draft of the planning. With the few data we have, we can start a new project. To do this, we opened the calendar of our app to plan and began to add the main activities.

Here, we can also assign the people who will participate in the tasks. This is recommended to be done before the first meeting. Thus, we will use planning as a main communication tool.

Research and planning phase. More details and requirements are added in our online management application. If we maintain a feedback with those responsible for the planned activities, we can assign specific resources in them.

Thanks to the planning in the calendar of apps like Sinnaps, we can move on to keep track of what we are doing from the Kanban board. Remember: first, plan your project in the calendar or Gantt-flow diagram, and then review the activities that are completed on your home board. In this way, you can start your project, without waiting for more consideration. It will be time earned.

Collaborative planning Share with the entire team the planned requirements. Here the meeting can be by departments or main activities. At this point, specific objectives of each activity will be defined. The team will be able to validate them.

If you work with geographically dispersed teams, you can hold organized and direct conversations from the activities themselves. And if you make changes, all collaborators can see it in the activity wall and in the project wall.

Invite suppliers, and even customers, in your projects. Sinnaps permission management, for example, can disable displaying costs. In this way, communication and the requirements of all will be managed faster and will be more effective. Above all, if your projects are managed using agile methodologies.

Review and continuous control. The project board of your management application will guide you on the tasks that remain to be done, those that are late or those that are validated. If you are not sure about changing, for example, dates of activities or deleting certain tasks, you can see how it would impact the entire project from the Sinnaps Test Mode.

In addition, the continuous evaluation or methods of project control over its development, is key in the methodology of project management. This will allow us to minimize risks or last minute setbacks. Many project managers use techniques based on Earned Value (EVM), through online applications.

We recommend: What are the steps to prepare the diagnosis of a project?


As we have been saying, this type of project management techniques can be applied in a great variety of them. Each Project Director can follow the ‘good practices’ of the PMIBOK or the PRINCE2 guide, among other methodologies.

In this first lesson of the online course and free of project management, we give you some clues so that you can apply the appropriate methodology according to the type of project you manage. From research or construction projects, to product development or production and manufacturing processes.

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