10 Things Commonly Overlooked When Creating a Project Plan


There are crucial parts of the project planning process that are often forgotten, Jennifer Bridges, PMP, shows you how PM tools can help.

Here’s a shot of the whiteboard for your reference!

details to project planning that project managers neglect

In Review: 10 Things Commonly Overlooked When Creating a Project Plan

Jennifer noted that there’s a tendency to leap feet first into a project without giving enough time and thought to a detailed plan.

The immediate question, of course, is what is the goal of your project: to create a product or a service?

Once that has been established, you then need to determine how these 10 organizational elements contribute to the project.

  1. Legal
  2. Accounting
  3. Financing
  4. Procurement
  5. Operation
  6. Sales
  7. Marketing
  8. Launch
  9. Training
  10. Transition

As Jennifer said, these are areas of the project that are often overlooked in the rush to get to work. But a successful project is going to take all these things into account and manage them.

Pro-Tip: Of course, you don’t want to get lost in the weeds and lose sight of the pillars holding up your project plan. That’s why it’s always good to revisit the 12 steps to planning a project.

Learn how online PM tools, like those in ProjectManager.com, can help you with every step on your planning process. 

Thanks for watching!


Today, we’re talking about 10 things commonly overlooked when creating a project plan. And these 10 things are so important, I wanted to include this in our project planning series.

Well, sometimes people just jump in to the project and they don’t stop to think about what are we actually planning. Some people only tend to think about the product that’s being produced or even the service that’s be6ing delivered.

But there’s a bigger picture. If you’re thinking about an organization or an org chart, they’re different organizations that contribute to the success of the project. We wanna think about legal. Are there any agreements or contracts, statement of works or even estimates that people have to sign off on?

We also wanna think about accounting. We include the budget and measuring the budget and where we are on actuals. We tend to think about invoices. How do we invoice different vendors? How do we pay our partners? We also wanna think about finance. Are we financing anything for this project? What are the terms? Are there any payment milestones?

We also think about procurement. Procuring not only the people resources but other resources on our project. Is there a process? How do we send out? How do we get proposals? How do we evaluate them?

And how do we decide on the people or the items that we choose? We also want to include in our planning operations because even though a project has a specifics start date and end date, we also tend to interact with the operations side of the company.

We also want to include sales. Are there sales people and sales teams that are integrated into the project? Is there sales process we have to set up? Did the sales people need to be trained? How do we meet different timelines to support our sales people?

Also, marketing. So are there any marketing campaigns? Are there any marketing collateral or any timelines that we have to comply with in marketing either our products, service, or for the project?

We also wanna plan for the launch date. When is the date? What kind of timeframe do we have to have? Is there a venue? Are there different items that we have to order and get in and people that we have specifically for the launch?

And what about training? So we wanna make sure for this project, is there any training that we have to do? How do we train the people not only on the team but maybe the end-users or the end-customers?

And then there’s the transition. So when the project ends, how do we transition the project from a project state to operational state that includes documentation, that includes maybe different contractual things, that even includes people maybe on to either projects.

So, as you can see, there’s a bigger picture in planning the project and we wanna be sure that we include all of these items into the plan. So if you need a tool that can help you with your project plan, then sign up for our software now at projectmanager.com.

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