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Project Management Cheat Sheet by

Basic Project Management Principles for Analysts based on Harvard Business Review's Four Phases of Project Management

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Based on the Harvard Business Review's Four Phases of Project Management.

Phases

Planning
Build-up
Implem­ent­ation
Closeout
Determine the real problem
Assemble your team
Monitor and control
Evaluate
Is it a data problem?
Do you need regular or temp people?
Monitor the process
Compare progress with scope
What data do they need?
Do you need to provide training?
Control the budget
Reach consensus on % completion
At what grain?
What skills are needed?
Look for problems
Keep scope front and center
How often and from what system(s)?
What does availa­bility look like?
Respond quickly
 
 
Identify the stakeh­olders
Plan assign­ments
Report progress
Close
Who will use your product?
List the people on the team
Status updates
Provide delive­rables
Who will provide resources?
List the skills required
Status reports
Recognize wins
Who will benefit from the product?
Match each member with skillset to task
Flag issues
 
Need support from them
Start commun­icating
 
 
 
Define objectives (SMART)
Create the schedule and budget
Hold meetings
Debrief
Specific
Work backward from mandatory dates
Hold weekly meetings
Document lessons learned
Measurable
Hold a kickoff meeting
Set agendas
Share knowledge
Actionable
Set the budget
Manage problems
 
Realistic
 
Measure perfor­mance
 
Time-li­mited
 
 
 
 

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