Project management is no small undertaking. Whether you are an experienced project manager or just venturing into overseeing your first assignment, creating a streamlined, detailed checklist is essential for helping your team stay on track and focused on your end goal. While it is possible to make your own checklist strategy, Fluix makes the process easier by providing you with templates and solutions for managing documents and tracking project progression. It all starts with our project management template.
While every business venture has unique tasks that are required to meet goals, our templates offer a stepping-stone to getting the initiation and planning phases of any project off the ground:
There is no need to start every project management checklist from scratch since most projects follow the same general timeline from initiation to closure. Ensuring you have a checklist to follow tailored to your enterprise will also help your project to progress more efficiently, as well as provide clear documentation for stakeholders throughout the process.
Checklists outline specific tasks that team members need to complete at different stages of the project so that everyone involved knows what needs to happen next. You should have a general outline that you follow as a whole for the duration of the work. On top of that, all of your team members should have a checklist they are following for their individual roles in the project. As the manager, you should have a clear idea of every task that needs to happen at each stage, and you should be able to view the current status of the tasks assigned to your team.
Project managers understand that documenting steps and processes is essential for every assignment. You have to be able to show what you did and why at any given point to the people or organizations overseeing the project, particularly the stakeholders. A project management checklist template helps you not only to know what task comes next but also to follow the project phases per the Project Management Institute in the correct order:
Our templates help you clearly outline each step of the project, as well as collaborate with our other business solutions to automate documentation such as inspections, contracts, approvals and consent forms. With our automated processes, your team members can collaborate and communicate seamlessly in real time, cutting down on wait times between getting signatures.
With our templates and documentation management, project managers can clearly see who is assigned to which task and which jobs have been completed. This helps to clearly identify steps in the process that may be holding up the project.
This also makes it easier to identify potential risks throughout the project and quickly take action to fix or avoid those issues in the future. In addition, when all of your steps are documented through the checklist and automated document storage, you can review the project in its entirety down the road to discuss with your team where problems occurred and how to avoid those issues with future projects.
Remember that your checklist may change as you work through each step. It is not always possible to account for every potential problem that can arise, which is why it is vital that you are regularly meeting with your team to get updates and make sure everyone knows what they need to do to complete the next step. It is likely that you will develop several different checklists over the course of a single project; the main thing that matters is if each checklist and each step is bringing you closer to your goals and closure.
Not only does Fluix offer a project management checklist template to inspire your team, but we also offer software and automated processes that help keep your team on track. Discover our checklist templates today and how they can help your next project, and be sure to ask about our automated document management and storage solutions that can work seamlessly with your processes. Get started with Fluix today.