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<h1>Understanding Agile Principles</h1>
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<h2>What is Agile Project Management?</h2>
<p>Agile project management is a flexible and collaborative approach to project execution and product development. It emphasizes adaptability, customer-centricity, and continuous improvement.</p>
<h2>Agile project management and its core principles.</h2>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8895 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-1.png" alt="" width="512" height="312" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-1.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-1-300x183.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<h2>Agile project management is guided by several fundamental principles:</h2>
<h2>1. Customer Collaboration Over Contract Negotiation:</h2>
<p>Agile prioritizes open communication with stakeholders, emphasizing their involvement throughout the project. This ensures that the end product aligns with customer needs and expectations.</p>
<h2>2. Responding to Change Over Following a Plan:</h2>
<p>Agile acknowledges that project requirements can evolve. It values the ability to adapt to change over rigidly sticking to initial plans. This responsiveness allows teams to adjust course when necessary to deliver the most valuable product.</p>
<h2>3. Working Solutions Over Comprehensive Documentation:</h2>
<p>While documentation is essential, Agile places a higher value on delivering a working product. Teams focus on creating functional solutions and use documentation as needed to support development.</p>
<h2>4. Collaboration and Individuals Over Processes and Tools:</h2>
<p>Agile places a strong emphasis on teamwork and individual interactions. It values people and their ability to collaborate effectively, recognizing that processes and tools should facilitate, not hinder, the team&#8217;s efforts.</p>
<h2>The Iterative and Incremental Approach</h2>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8896 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-2.png" alt="" width="512" height="184" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-2.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-2-300x108.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<h2>1. Iterative:</h2>
<p><a title="Agile project management" href="https://www.orangescrum.com/agile-project-management">Agile project management</a> divides the project into smaller cycles, known as iterations or sprints. During each iteration, a part of the project is developed and refined. Iterations are short, typically lasting 1-4 weeks, allowing for frequent inspection and adaptation.</p>
<h2>2. Incremental:</h2>
<p>Agile emphasizes the delivery of incremental value to customers. This means that after each iteration, a potentially shippable product increment is produced. These increments build upon one another, steadily improving the product&#8217;s functionality.</p>
<h2>The Agile Manifesto and Its Values</h2>
<h2>The Agile Manifesto</h2>
<p>The Agile Manifesto is a foundational document that outlines the values and principles of Agile project management. It was created by a group of software developers in 2001 but has since been applied to various industries.</p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8897 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-3.png" alt="" width="512" height="218" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-3.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-3-300x128.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<h2>Values of the Agile Manifesto</h2>
<h2>1. Individuals and Interactions Over Processes and Tools:</h2>
<p>Agile values people and their ability to collaborate effectively. It emphasizes direct communication and teamwork.</p>
<h2>2. Working Solutions Over Comprehensive Documentation:</h2>
<p>While documentation is important, Agile prioritizes delivering functional solutions. Documentation should support development, not be the primary focus.</p>
<h2>3. Responding to Change Over Following a Plan:</h2>
<p>Agile acknowledges that change is inevitable. It values the ability to adapt to evolving requirements and priorities.</p>
<h2>4. Customer Collaboration Over Contract Negotiation:</h2>
<p>Agile encourages close collaboration with customers and stakeholders. Their feedback and involvement are critical to the project&#8217;s success.</p>
<h2>5. Principles of the Agile Manifesto:</h2>
<p>In addition to these values, the Agile Manifesto includes 12 guiding principles that provide more specific guidance on how to apply Agile principles effectively in project management.</p>
<h2>Traditional Project Management</h2>
<p>In addition to these values, the Agile Manifesto includes 12 guiding principles that provide more specific guidance on how to apply Agile principles effectively in project management.</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8898 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-4.png" alt="" width="512" height="252" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-4.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-4-300x148.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p>Traditional project management, often associated with methodologies like Waterfall, follows a linear and sequential approach to project execution.</p>
<h2>It involves the following characteristics</h2>
<h2>1. Sequential Phases:</h2>
<p>Projects are divided into discrete phases (e.g., requirements, design, development, testing) that are executed sequentially.</p>
<h2>2. Comprehensive Planning:</h2>
<p>Detailed planning is conducted at the beginning of the project, and changes to the plan are discouraged.</p>
<h2>3. Limited Customer Involvement:</h2>
<p>Customer feedback is typically sought at the beginning and end of the project, with minimal involvement during development.</p>
<h2>4. Emphasis on Documentation:</h2>
<p>Extensive documentation is created at each phase of the project to define requirements, design specifications, and more.</p>
<h2 class="mt_60">Comparison Between Agile and Traditional Project Management</h2>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8899 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-5.png" alt="" width="512" height="198" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-5.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-5-300x116.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<h2>1. Flexibility:</h2>
<p>Agile is highly flexible and adaptive, making it suitable for projects with evolving requirements. Traditional project management is less flexible and is better suited for projects with well-defined and stable requirements.</p>
<h2>2. Customer Involvement:</h2>
<p>Agile encourages continuous customer involvement throughout the project, while traditional methods involve customers mainly at the beginning and end.</p>
<h2>3. Iterative vs. Sequential:</h2>
<p>Agile employs an iterative and incremental approach, allowing for the development of a usable product early in the project. Traditional methods follow a sequential path, with the product delivered at the end.</p>
<h2>4. Change Management:</h2>
<p>Agile embraces change and treats it as an opportunity. Traditional project management treats change as a risk and seeks to avoid it.</p>
<h2>Limitations of Traditional Approaches in Non-IT Industries</h2>
<p>Traditional project management methods, while suitable for certain industries and projects, have limitations in non-IT sectors</p>
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<h2 id="customBtn" class="customGPlusSignIn">1. Inflexibility:</h2>
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<p>Non-IT industries often encounter changing market conditions and customer demands. Traditional methods may struggle to adapt to these changes.</p>
<h2>2. Limited Customer Involvement:</h2>
<p>In industries like healthcare and manufacturing, customer or stakeholder needs may evolve over time. Traditional approaches might not capture these changes effectively.</p>
<h2>3. Risk of Late Discoveries:</h2>
<p>Traditional methods may lead to the discovery of critical issues or defects late in the project, which can be costly to address.</p>
<h2>Agile in Non-IT Industries</h2>
<h2>Benefits of Agile in Non-IT Sectors</h2>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8900 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-6.png" alt="" width="512" height="406" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-6.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-6-300x238.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<figure><figcaption>                                                              (Source: seguetech.com)</figcaption></figure>
<h2>Agile methodologies offer several distinct advantages when applied to non-IT industries</h2>
<h2>1. Adaptability:</h2>
<p>Non-IT industries often face changing regulatory environments, shifting consumer preferences, and evolving market dynamics. Agile&#8217;s iterative and incremental approach allows organizations to respond swiftly to these changes by adjusting project priorities and features as needed.</p>
<h2>2. Customer-Centric Focus:</h2>
<p>Agile places a strong emphasis on involving customers or end-users in the project. This ensures that the final product aligns closely with customer needs and expectations, leading to higher satisfaction levels.</p>
<h2>3. Faster Time-to-Market:</h2>
<p>Agile&#8217;s iterative delivery model allows for the release of incremental product increments at the end of each iteration. This means that usable portions of the project can be delivered faster, enabling organizations to enter the market more quickly.</p>
<h2>4. Enhanced Collaboration:</h2>
<p>Agile promotes collaboration among cross-functional teams, breaking down silos that can hinder progress in non-IT sectors. This leads to improved communication, shared responsibility, and a more cohesive approach to project execution</p>
<h2>Successful Agile Implementations in Non-IT Sectors</h2>
<h2>To illustrate the effectiveness of Agile in non-IT industries, here are some real-world examples</h2>
<h2>1. Manufacturing:</h2>
<p>An automotive manufacturer adopted Agile principles to redesign its production process. They used Agile methodologies to identify and address bottlenecks in the assembly line, resulting in a significant increase in production efficiency and a reduction in defects.</p>
<h2>2. Healthcare:</h2>
<p>A hospital implemented Agile practices to improve patient care. Agile allowed the hospital to adapt to changing patient needs more effectively. For example, they used Agile to redesign their appointment scheduling system, reducing patient wait times and improving overall satisfaction.</p>
<h2>3. Finance:</h2>
<p>A financial institution used Agile to streamline their loan approval process. By breaking down the process into iterative stages, they could respond faster to regulatory changes and customer demands. As a result, loan approval times were reduced, and customer satisfaction increased.</p>
<h2>4. Government:</h2>
<p>A government agency applied Agile methodologies to project management. They found that Agile improved collaboration among different departments, allowed for more flexibility in addressing citizen needs, and enhanced transparency in project execution.</p>
<h2>Implementing Agile in Non-IT Projects</h2>
<h2>Popular Agile Frameworks</h2>
<p>Agile offers a variety of frameworks that organizations can choose from to implement Agile principles effectively in non-IT projects.</p>
<h2>Some of the most widely used frameworks include</h2>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8903 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-7.png" alt="" width="512" height="339" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-7.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter3-7-300x199.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<figure><figcaption>                                                                 (Source: litslink.com)</figcaption></figure>
<h2>1. Scrum:</h2>
<p>Scrum is a popular Agile framework characterized by its iterative and time-boxed approach. It divides work into short development cycles called sprints, typically lasting two to four weeks. Scrum provides a structured framework for planning, executing, and reviewing work, making it suitable for various non-IT projects.</p>
<h2>2. Kanban:</h2>
<p><a title="Kanban" href="https://www.orangescrum.com/kanban-view">Kanban</a> is an Agile framework that focuses on visualizing work and optimizing workflow. It uses boards and cards to represent tasks and their progress. Kanban is highly adaptable and is often used in non-IT sectors for managing production processes, supply chains, and service delivery.</p>
<h2>3. Lean:</h2>
<p>Lean principles aim to eliminate waste and deliver value efficiently. While Lean is not a strict Agile framework, its principles align well with Agile methodologies. Lean thinking can be applied in non-IT industries to reduce inefficiencies, improve process flow, and enhance customer value.</p>
<h2>Frameworks Tailored to Non-IT Projects</h2>
<p>Agile frameworks are not limited to IT projects; they can be tailored to suit the specific needs of non-IT projects.</p>
<p>This adaptation involves customizing Agile practices and terminology to align with the industry&#8217;s unique requirements. For example:</p>
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<li>In manufacturing, Scrum principles can be adapted to optimize production processes, manage inventory, and reduce defects.</li>
<li>In healthcare, Kanban boards can be used to visualize patient flow and optimize hospital operations.</li>
<li>In finance, Lean principles can be applied to streamline approval processes and reduce financial waste.</li>
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<h2 id="customBtn" class="customGPlusSignIn">Examples of Agile Framework Adaptations</h2>
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<p>Here are examples of how Agile frameworks have been adapted in different non-IT industries:</p>
<h2>1. Manufacturing:</h2>
<p>A manufacturing company adopted Scrum to manage the development of new product lines. They used sprints to design and test prototypes, resulting in faster time-to-market and reduced production costs.</p>
<h2>2. Healthcare:</h2>
<p>A hospital implemented Kanban to improve patient care. They customized Kanban boards to visualize patient flow, optimize bed allocation, and streamline discharge processes, leading to reduced patient wait times and improved care quality.</p>
<h2>3. Finance:</h2>
<p>A financial institution applied Lean principles to enhance loan approval processes. They identified and eliminated non-value-added steps, reducing approval times and increasing customer satisfaction.</p>
<h2>Steps to Introduce Agile Methodologies</h2>
<p>Introducing Agile methodologies in non-IT projects involves the following steps:</p>
<h2>1. Assessment:</h2>
<p>Assess the organization&#8217;s readiness for Agile adoption and identify areas where Agile can be most beneficial.</p>
<h2>2. Training:</h2>
<p>Provide Agile training to team members and stakeholders to ensure they understand Agile principles and practices.</p>
<h2>3. Pilot Projects:</h2>
<p>Start with small-scale pilot projects to test Agile practices and gain experience.</p>
<h2>4. Continuous Improvement:</h2>
<p>Encourage continuous improvement by conducting retrospectives after each iteration or project to identify areas for enhancement.</p>
<h2>Importance of Team Training and Cultural Alignment</h2>
<p>Team training is essential for successful Agile implementation in non-IT projects. It ensures that team members understand Agile principles, roles, and responsibilities. Additionally, cultural alignment is crucial.</p>
<p>The organization&#8217;s culture should support Agile values such as collaboration, adaptability, and customer focus.</p>
<h2>Selecting the Right Agile Framework</h2>
<p>Choosing the appropriate Agile framework for specific non-IT projects is essential. Consider factors such as project complexity, team size, industry requirements, and project goals when selecting a framework.</p>
<p>For example, Scrum may be more suitable for well-defined, structured projects, while Kanban may be a better fit for projects with continuously changing requirements.</p>
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Agile Project Management in Non-IT Industries

<p>The Scrum Master plays a pivotal role in fostering <a title="Agile practices" href="https://www.orangescrum.com/agile-project-management">Agile practices</a> within a team or organization. Beyond facilitating ceremonies like <a title="Sprint Planning" href="https://www.orangescrum.com/task-management">Sprint Planning</a>, Daily Stand-ups, and Sprint Retrospectives, an advanced Scrum Master acts as a mentor, coach, and catalyst for continuous improvement.</p>
<p>Let&#8217;s delve into some advanced techniques that can help you excel in this multifaceted role.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Advanced Scrum Master Techniques" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/M3-Chapter4-1.png" alt="Advanced Scrum Master Techniques" width="575" height="323" /><figcaption></figcaption></figure>
<h2>1. Facilitating Cross-Functional Collaboration:</h2>
<p>A skilled Scrum Master fosters <a title="collaboration" href="https://www.orangescrum.com/">collaboration</a> among cross-functional team members. Encourage open communication, ensure shared understanding of goals, and eliminate silos to promote a holistic approach to project development.</p>
<h2>2. Advanced Sprint Planning:</h2>
<p>Go beyond the basics of <a title="Sprint Planning" href="https://www.orangescrum.com/task-management">Sprint Planning</a>. Develop techniques for effective backlog refinement, prioritize user stories based on business value, and facilitate discussions to define acceptance criteria. This ensures a well-defined and achievable sprint goal.</p>
<p>&nbsp;</p>
<h2>3. Real-time Adaptation:</h2>
<p>Agile is about embracing change. Equip yourself with the ability to adapt in real-time. Identify impediments, address them promptly, and adjust the<a title="Sprint Plan" href="https://www.orangescrum.com/task-management">Sprint Plan</a> as needed to maximize value delivery.</p>
<h2>4. Conflict Resolution Mastery:</h2>
<p>In any collaborative environment, conflicts are inevitable. Learn advanced techniques for conflict resolution to maintain a healthy team dynamic. Encourage open dialogue, mediate disputes, and guide the team towards constructive solutions.</p>
<h2>5. Advanced Retrospective Facilitation:</h2>
<p>Elevate your retrospective sessions by introducing innovative formats and activities. Create an environment where team members feel comfortable sharing feedback, and collaboratively identify actionable improvements.</p>
<h2>6. Coaching and Mentoring:</h2>
<p>Move beyond traditional guidance. Develop coaching and mentoring skills to empower team members. Help them identify and achieve their career goals while fostering a culture of continuous learning.</p>
<h2>7. Stakeholder Management:</h2>
<p>Successful projects require effective stakeholder management. Advance your skills in identifying and engaging with stakeholders. Ensure their expectations align with project goals and keep them informed throughout the development process.</p>
<h2>8. Metrics-driven Decision Making:</h2>
<p>Utilize metrics to make informed decisions. Develop an understanding of key agile metrics and use them to track progress, identify bottlenecks, and make data-driven improvements.</p>
<h2>9. Continuous Improvement Leadership:</h2>
<p>Be a catalyst for continuous improvement. Foster a culture of experimentation, innovation, and learning from both successes and failures. Encourage the team to seek better ways of working and adapt processes accordingly.</p>
<h2>10. Mastering Agile Tools:</h2>
<p>Stay ahead by mastering the latest agile tools and technologies. From project management tools to collaboration platforms, being tech-savvy enhances your ability to facilitate efficient and effective development processes.</p>
<p>Becoming a masterful Scrum Master involves going beyond the basics and continuously refining your skills.</p>
<p>By implementing these advanced techniques, you&#8217;ll not only enhance your ability to guide your team but also contribute significantly to the success of your software development projects.</p>
<p>Remember, agility is not just a methodology; it&#8217;s a mindset that evolves with continuous learning and improvement.</p>


Advanced Scrum Master Techniques

<p>Agile methodologies have transformed the way teams approach <a title="project management" href="https://www.orangescrum.com/">project management</a> and product development. Central to the Agile philosophy is the idea of continuous improvement, which relies on data-driven insights to make informed decisions.</p>
<p>Agile Metrics and <a title="Key Performance Indicators" href="https://www.orangescrum.com/agile-project-management">Key Performance Indicators</a> (KPIs) provide a structured way to measure team performance, identify areas for improvement, and drive success.</p>
<figure><img loading="lazy" decoding="async" class="lazy aligncenter" title="Agile Metrics and KPIs: Measuring Team Performance" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/agile-kpi.png" alt="Agile Metrics and KPIs: Measuring Team Performance" width="659" height="458" /></figure>
<h2>1. The Purpose of Agile Metrics and KPIs</h2>
<p>Agile Metrics and KPIs serve multiple purposes within an Agile team:</p>
<h2>Continuous Improvement:</h2>
<p>Metrics provide valuable feedback on processes, allowing teams to identify areas that need improvement. This fosters a culture of continuous learning and adaptation.</p>
<h2>Visibility:</h2>
<p>Metrics offer transparency into the progress of work, helping teams and stakeholders understand the current state of the project or product.</p>
<h2>Informed Decision-Making:</h2>
<p>Data-driven decisions are more reliable and lead to better outcomes. Metrics enable teams to make informed choices about priorities, resource allocation, and process adjustments.</p>
<h2>Goal Alignment:</h2>
<p>KPIs help align team efforts with organizational goals. By tracking performance against predefined metrics, teams ensure they are moving in the right direction.</p>
<h2>2. Key Agile Metrics and KPIs</h2>
<h2>Velocity:</h2>
<p>Velocity measures the amount of work a team can complete within a given iteration or Sprint. It helps in predicting future work and understanding the team&#8217;s capacity.</p>
<h2>Sprint Burndown Chart:</h2>
<p>This chart illustrates the progress of work within a Sprint. It shows the work remaining each day, helping the team stay on track to meet its Sprint goal.</p>
<h2>Lead Time:</h2>
<p>Lead time measures the time it takes for a task or feature to go from the request stage to completion. It helps teams identify bottlenecks in the workflow.</p>
<h2>Cycle Time:</h2>
<p>Cycle time is the duration between starting work on a task and completing it. It provides insights into how quickly the team can deliver value.</p>
<h2>Defect Rate:</h2>
<p>Defect rate measures the number of defects or issues identified in a product. A lower defect rate indicates better quality.</p>
<h2>Code Churn:</h2>
<p>Code churn quantifies the amount of code changes within a Sprint. High code churn may indicate instability in the development process.</p>
<h2>Sprint Goal Success Rate:</h2>
<p>This KPI assesses the team&#8217;s ability to achieve the goals set for each Sprint. It provides an indicator of the team&#8217;s commitment and delivery capability.</p>
<h2>Customer Satisfaction:</h2>
<p>Measuring customer satisfaction through surveys or feedback is crucial in Agile. Happy customers are often a sign of successful Agile practices.</p>
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<h2>3. Applying Agile Metrics and KPIs Effectively</h2>
<p>To harness the power of Agile Metrics and KPIs for measuring team performance, consider the following best practices:</p>
<h2>Select Relevant Metrics:</h2>
<p>Choose metrics that align with your team&#8217;s goals and project objectives. Not all metrics are applicable to every situation, so focus on what matters most.</p>
<h2>Collect Data Consistently:</h2>
<p>Ensure that data collection is consistent and accurate. Deviations in data collection can lead to misleading insights.</p>
<h2>Avoid Blame:</h2>
<p>Metrics should not be used to assign blame. Instead, they should be used to identify areas for improvement and to drive constructive discussions within the team.</p>
<h2>Set Baselines:</h2>
<p>Establish baseline measurements to provide context for your metrics. Understanding where you started can help track progress effectively.</p>
<h2>Iterate and Adapt:</h2>
<p>Agile Metrics and KPIs are not set in stone. Periodically review and adjust them as the team&#8217;s needs and objectives evolve.</p>
<p>In the realm of agile software development, the journey doesn&#8217;t end with the last sprint – it extends into the realm of reflection, adaptation, and growth.</p>
<p>Agile Metrics and KPIs are not just tools for assessment; they are the mirrors reflecting a team&#8217;s strengths, areas for improvement, and overall health. As we navigate the ever-evolving landscape of <a title="project management" href="https://www.orangescrum.com/">project management</a>, let these metrics be our allies in the pursuit of excellence.</p>
<p>By leveraging the insights gained from effective measurement, teams can not only meet but exceed expectations, making each sprint a step forward in the relentless pursuit of perfection. So, measure wisely, adapt proactively, and let Agile Metrics guide your team towards unparalleled success.</p>
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Agile Metrics and KPIs: Measuring Team Performance

<p>Orangescrum is a comprehensive <a title="project management" href="https://www.orangescrum.com/">project management</a> platform that seamlessly integrates Agile principles and practices into its features, providing teams with the tools they need to succeed in <a title="Agile project management" href="https://www.orangescrum.com/agile-project-management">Agile project management</a>.</p>
<figure><img decoding="async" class="lazy" title="Agile Project Management with Orangescrum" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/agilpm-with-os.png" alt="Agile Project Management with Orangescrum" width="" height="" /></figure>
<h2>Scrum and Kanban Boards</h2>
<p>Orangescrum offers both Scrum and Kanban boards, allowing teams to choose the <a title="Agile project management" href="https://www.orangescrum.com/agile-project-management">Agile project management</a> that best suits their project needs. Scrum boards facilitate sprint planning, backlog management, and sprint reviews, while <a title="Kanban boards" href="https://www.orangescrum.com/kanban-board">Kanban boards</a> visualize workflows and optimize task management.</p>
<h2>Backlog Management</h2>
<p>With Orangescrum, teams can easily manage their product backlog. You can prioritize user stories, tasks, and features, making it effortless to plan and prioritize work for upcoming sprints.</p>
<h2>Sprint Planning and Tracking</h2>
<p>Orangescrum simplifies sprint planning by providing intuitive sprint planning boards. Teams can create sprints, assign tasks, and set sprint goals. During the sprint, progress is tracked in real-time using burndown charts and sprint reports.</p>
<h2>Task Management and Collaboration</h2>
<p>Agile emphasizes collaboration, and Orangescrum supports this by providing task management features that include task creation, assignment, comments, and file attachments. Team members can work together seamlessly, ensuring everyone is on the same page.</p>
<h2>Time Tracking and Reporting</h2>
<p>Agile projects benefit from accurate time tracking to monitor progress and evaluate performance. Orangescrum&#8217;s time tracking feature helps teams analyze where time is spent, enabling better resource allocation and continuous improvement.</p>
<h2>Custom Workflows and Task Types</h2>
<p>Every Agile team has unique workflows and task types. Orangescrum allows you to create custom workflows and task types to align with your Agile processes. This flexibility ensures that Orangescrum adapts to your specific needs.</p>
<h2>Analytics and Insights</h2>
<p>Orangescrum provides advanced analytics and reporting capabilities. Teams can gain insights into sprint velocity, task completion rates, and other key performance indicators (KPIs), helping them make data-driven decisions for continuous improvement.</p>
<h2>Integration and Collaboration</h2>
<p>Orangescrum integrates seamlessly with popular tools such as Slack, Google Workspace, and more. This fosters a collaborative environment where teams can work efficiently and communicate effortlessly.</p>
<p>As we wrap up our exploration of <a title="Agile project management" href="https://www.orangescrum.com/agile-project-management">Agile project management</a> with Orangescrum, it&#8217;s evident that the platform goes beyond being just a tool; it&#8217;s a necessity for agility and efficiency in software development.</p>
<p>By streamlining processes, enhancing collaboration, and providing a user-friendly interface, Orangescrum becomes crucial for <a title="aile project management" href="https://www.orangescrum.com/agile-project-management">agile project management</a>, allowing teams to adapt, innovate, and deliver value consistently.</p>
<p>Whether you are a seasoned Scrum Master, a product owner, or a team member, incorporating <a title="Orangescrum" href="https://www.orangescrum.com/">Orangescrum</a> into your workflow can transform the way you approach projects.</p>


Agile Project Management with Orangescrum

<p><a title="Agile methodologies" href="https://www.orangescrum.com/agile-project-management">Agile methodologies</a>, initially developed for the software industry, have rapidly gained traction in various non-software domains. The principles of Agile, rooted in flexibility, collaboration, and adaptability, prove equally effective in enhancing <a title="project management" href="https://www.orangescrum.com/project-management-software">project management</a> and <a title="product development" href="https://www.orangescrum.com/product-management-software">product development</a> in non-IT sectors.</p>
<h2>The Agile Mindset</h2>
<p>At its core, Agile is more than a set of practices; it&#8217;s a mindset that emphasizes customer satisfaction, collaboration, and responding to change. This mindset can be applied successfully to non-software projects, such as marketing campaigns, construction projects, event planning, and <a title="product development" href="https://www.orangescrum.com/product-management-software">product development</a>.</p>
<h2>Key Principles of Agile in Non-Software Projects</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Key Principles of Agile in Non-Software Project" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/agile-non-projct2.png" alt="Key Principles of Agile in Non-Software Project" width="256" height="173" /></figure>
<p>Agile principles, initially crafted for software development, have proven to be highly adaptable and beneficial across various industries beyond the realm of coding and programming.</p>
<p>These principles can be successfully applied to non-software development projects, enabling teams to embrace flexibility, collaboration, and iterative progress.</p>
<p>Here are 12 key principles of Agile adapted for non-software development contexts:</p>
<p><strong>1. Customer Satisfaction through Continuous Delivery: </strong>Prioritize delivering valuable outcomes to your customers consistently, seeking their feedback throughout the project&#8217;s lifecycle to ensure alignment with their evolving needs.</p>
<p><strong>2. Welcome Change for Competitive Advantage: </strong>Embrace change as a natural and beneficial aspect of project development, staying open to adjusting plans and strategies to maintain a competitive edge in a dynamic environment.</p>
<p><strong>3. Frequent Delivery of Incremental Value: </strong>Break down projects into smaller, manageable increments, delivering tangible value regularly. This iterative approach ensures that stakeholders receive continuous benefits rather than waiting for the entire project to be completed.</p>
<p><strong>4. Collaboration and Communication: </strong>Foster a collaborative culture within your team and with stakeholders. Open and transparent communication is key to building a shared understanding of goals and maintaining alignment throughout the project.</p>
<p><strong>5. Motivated and Trusted Individuals: </strong>Empower and trust your team members to make decisions. Provide them with the autonomy to excel in their roles, fostering a sense of ownership and accountability.</p>
<p><strong>6. Face-to-Face Interaction: </strong>Prioritize direct, face-to-face communication whenever possible. This promotes a deeper understanding among team members and reduces the risk of miscommunication.</p>
<p><strong>7. Working Solutions as a Measure of Progress: </strong>Evaluate progress based on tangible results rather than extensive documentation. Working prototypes, models, or drafts serve as more meaningful indicators of advancement.</p>
<p><strong>8. Sustainable Work Pace: </strong>Maintain a sustainable pace to avoid burnout and ensure the long-term effectiveness of the team. Strive for a balance between productivity and the well-being of team members.</p>
<p><strong>9. Continuous Attention to Technical Excellence: </strong>Prioritize high-quality work by emphasizing technical excellence. This commitment ensures the durability and adaptability of the project deliverables.</p>
<p><strong>10. Simplicity: </strong>Strive for simplicity in design, processes, and communication. Eliminate unnecessary complexities to enhance clarity and efficiency.</p>
<p><strong>11. Self-organizing Teams: </strong>Encourage teams to self-organize, allowing them to decide how best to accomplish their tasks. This empowerment fosters creativity and a sense of responsibility among team members.</p>
<p><strong>12. Regular Reflection and Adaptation: </strong>Incorporate regular retrospectives into your project lifecycle. Encourage the team to reflect on what&#8217;s working well, what could be improved, and adapt their processes accordingly for continuous enhancement.</p>
<p>By incorporating these <a title="Agile principles" href="https://www.orangescrum.com/agile-project-management">Agile principles</a> into non-software development projects, teams can cultivate a culture of adaptability, collaboration, and continuous improvement, resulting in more successful and resilient outcomes.</p>
<p>By embracing flexibility, prioritizing customer satisfaction, and fostering a culture of <a title="collaboration" href="https://www.orangescrum.com/">collaboration</a>, teams can navigate the complexities of various projects with greater agility.</p>
<p>The emphasis on continuous delivery, iterative progress, and regular reflection ensures that projects not only meet evolving stakeholder needs but also maintain a focus on sustainable excellence.</p>
<h2>Implementing Agile in Non-Software Projects</h2>
<h2>1. Define Clear Objectives:</h2>
<p>Start by setting clear project objectives and identifying key stakeholders. Understand their needs, expectations, and priorities to align the project&#8217;s direction with customer requirements.</p>
<h2>2. Create a Backlog:</h2>
<p>Develop a project backlog or task list that includes all the work to be done. Prioritize tasks based on importance and urgency, allowing teams to focus on high-priority items first.</p>
<h2>3. Sprint Planning:</h2>
<p>Divide the project into manageable time-bound phases or sprints. These sprints should have well-defined goals and outcomes that can be achieved within a set timeframe.</p>
<h2>4. Daily Stand-ups:</h2>
<p>Hold daily stand-up meetings to facilitate communication among team members. These brief meetings help identify and address obstacles quickly, ensuring that the project stays on track.</p>
<h2>5. Iterative Review and Adaptation:</h2>
<p>Regularly review progress and gather feedback from stakeholders. Use this feedback to adapt and refine the project as needed. The iterative nature of <a title="Agile allows" href="https://www.orangescrum.com/agile-project-management">Agile allows</a> for continuous improvement.</p>
<h2>Benefits of Agile in Non-Software Projects</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Benefits of Agile in Non-Software Projects" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/agile-non-prj1.png" alt="Benefits of Agile in Non-Software Projects" width="256" height="173" /></figure>
<p>In the fast-paced and ever-evolving landscape of <a title="project management" href="https://www.orangescrum.com/https://www.orangescrum.com/">project management</a>, the Agile methodology has emerged as a beacon of adaptability and efficiency.</p>
<p>Originally developed for software development, Agile principles have found application across various industries, revolutionizing the way teams approach projects.</p>
<p>We&#8217;ll delve into the nine key benefits of Agile methodology that make it a game-changer for organizations striving for success in today&#8217;s dynamic business environment.</p>
<p><strong>1. Flexibility and Adaptability: </strong>Agile methodology thrives on change. Its iterative approach allows teams to adapt to evolving requirements, market shifts, and stakeholder feedback. This flexibility ensures that projects stay aligned with the rapidly changing landscape.</p>
<p><strong>2. Enhanced Stakeholder Engagement: </strong>Agile places a strong emphasis on collaboration and continuous communication with stakeholders. Regular feedback loops enable real-time adjustments, ensuring that the end product meets the expectations of both internal and external stakeholders.</p>
<p><strong>3. Faster Time-to-Market: </strong>Agile&#8217;s iterative cycles, known as sprints, lead to incremental and frequent deliveries of valuable features. This not only allows for continuous improvement but also accelerates the time-to-market, giving organizations a competitive edge.</p>
<p><strong>4. Improved Quality through Iterative Testing: </strong>Agile integrates testing into the development process from the outset. With each iteration, testing is performed, and feedback is incorporated, resulting in higher product quality and fewer defects by the end of the project.</p>
<p><strong>5. Increased Team Collaboration: </strong>Agile methodologies promote cross-functional teams that collaborate closely throughout the project. This collaborative environment enhances communication, breaks down silos, and fosters a shared sense of ownership, leading to higher team morale and productivity.</p>
<p><strong>6. Customer Satisfaction: </strong>The iterative and customer-centric nature of Agile ensures that the end product aligns with customer expectations. Regular feedback loops allow for adjustments, reducing the risk of delivering a product that doesn&#8217;t meet customer needs.</p>
<p><strong>7. Better Risk Management: </strong>Agile&#8217;s incremental approach enables teams to identify and mitigate risks early in the project. By addressing potential issues during each iteration, teams can adapt their strategies, minimizing the impact of unforeseen challenges.</p>
<p><strong>8. Continuous Improvement Culture: </strong>Agile is not just a methodology; it&#8217;s a mindset. The regular retrospectives and feedback loops encourage a culture of continuous improvement. Teams reflect on their processes, identify areas for enhancement, and adapt accordingly.</p>
<p><strong>9. Cost-Efficiency: </strong>Agile&#8217;s focus on adaptability and early risk identification contributes to cost-efficiency. By catching issues early in the development process, organizations can avoid costly rework and deliver a product that aligns more closely with stakeholder expectations.</p>
<p>As organizations navigate the complexities of the modern business landscape, the benefits of Agile methodology shine through as a beacon of success.</p>
<p>From enhanced flexibility and stakeholder engagement to faster time-to-market and improved team collaboration, Agile principles offer a holistic approach to <a title="project management" href="https://www.orangescrum.com/https://www.orangescrum.com/">project management</a> that fosters adaptability, efficiency, and customer satisfaction.</p>
<p>Embracing the Agile mindset is not just a methodology shift; it&#8217;s a strategic move toward resilience, innovation, and sustained success in an ever-changing world.</p>


Implementing Agile in Non-Software Projects

<section class="banner">
<h1>Introduction to Scrum Methodology</h1>
</section>
<section class="cont_wrap">
<article class="sub_article">
<h2>Where it all began!</h2>
<p>First steps towards the Scrum Methodology were taken in the year 1986, by 2 Japanese experts of commercial product development &#8211; Hirotaka Takeuchi and Ikujiro Nonaka. They published an article &#8211; &#8220;New Product Development Game&#8221; in the Harvard Business Review. (Yes 2 News!)</p>
<p>Interestingly, the Total Quality Management (TQM) came out of the manufacturing industry and so did Agile and Scrum. Hirotaka and Ikujiro referred numerous use cases from the automotive and printer manufacturing firms. And another striking similarity &#8211; the very evident Japanese connection again!</p>
<p>Through their research they ascertained that – small, self-organizing teams fed with clear objectives and when given the freedom to develop their own execution strategy are proven to be highly successful in achieving their goals – quality products and services!</p>
<p>The main focus of Scrum is &#8211; Speed and Flexibility and though born out of manufacturing it was adopted and widely popularized by Jeff Sutherland &amp; Ken Schwaber for software development in 1995.</p>
<p>Another interesting aspect about the Agile methodology is the Scrum Framework. Scrum was inspired by the game of Rugby and its principle of breaking the game into individual touchdowns rather than running the Hail Mary every time!</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8868 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-1n.webp" alt="" width="1000" height="1700" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-1n.webp 1000w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-1n-176x300.webp 176w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-1n-602x1024.webp 602w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-1n-768x1306.webp 768w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-1n-904x1536.webp 904w" sizes="auto, (max-width: 1000px) 100vw, 1000px" /></p>
</article>
<article class="sub_article">
<h2>The Agile Manifesto</h2>
<p>However, it was not until the February of 2001 when the &#8220;Agile Manifesto&#8221; was signed and released by the seventeen participants including Ken and Jeff. The history of <a href="http://agilemanifesto.org/history.html" target="_blank" rel="nofollow noopener">agile manifesto</a> is a good read for all agilists to understand how &#8220;Agile and Scrum&#8221; as we know it today came into being.</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8869 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-2.webp" alt="" width="800" height="372" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-2.webp 800w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-2-300x140.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-2-768x357.webp 768w" sizes="auto, (max-width: 800px) 100vw, 800px" /></p>
<p><strong>The most noteworthy outcomes of the Agile Manifesto are:</strong></p>
<ul>
<li>4 Core Values</li>
</ul>
<ul class="parent_list_ul">
<li style="list-style-type: none;">
<ul class="cstm_list_line">
<li>Individuals and interactions over processes and tools</li>
<li>Working software over comprehensive documentation</li>
<li>Customer collaboration over contract negotiation</li>
<li>Responding to change over following a plan</li>
</ul>
</li>
<li>
<h5>12 Principles</h5>
<ul class="cstm_list_line">
<li>Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.</li>
<li>Welcome changing requirements, even late in development. Agile processes harness change for the customer&#8217;s competitive advantage.</li>
<li>Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the shorter timescale.</li>
<li>Responding to change over following a plan</li>
<li>Business people and developers must work together daily throughout the project.</li>
<li>Build projects around motivated individuals.</li>
<li>Give them the environment and support they need, and trust them to get the job done.</li>
<li>The most efficient and effective method of conveying information to and within a development team is face-to-face conversation.</li>
<li>Working software is the primary measure of progress.</li>
<li>Agile processes promote sustainable development.</li>
<li>The sponsors, developers, and users should be able to maintain a constant pace indefinitely.</li>
<li>Continuous attention to technical excellence and good design enhances agility.</li>
<li>Simplicity&#8211;the art of maximizing the amount of work not done&#8211;is essential.</li>
<li>The best architectures, requirements, and designs emerge from self-organizing teams.</li>
<li>At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behaviour accordingly.</li>
</ul>
</li>
</ul>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8871" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-3.webp" alt="" width="797" height="782" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-3.webp 797w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-3-300x294.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/m3-Chapter1-3-768x754.webp 768w" sizes="auto, (max-width: 797px) 100vw, 797px" /></p>
<p><strong>What is Scrum?</strong>Now, the Scrum we know today is the hard work of Ken and Jeff who pioneered it into the mainstream of software development.</p>
<p>Scrum as explained by Scrum Alliance is &#8220;a process framework that has been used to manage work on complex products since the early 1990s. Scrum is not a process, technique, or definitive method. Rather, it is a framework within which you can employ various processes and techniques. Scrum makes clear the relative efficacy of your product management and work techniques so that you can continuously improve the product, the team, and the working environment.&#8221;</p>
<p><strong>The Scrum Framework consists of</strong></p>
<ul>
<li>Scrum Team</li>
<li>Scrum Events</li>
<li>Scrum Artefacts</li>
<li>Scrum Rules</li>
</ul>
<h2>Understanding Scrum: The Benefits</h2>
<p>While we will be discussing all aspects stated above in the coming chapters, I would like to complete the Scrum Introduction with some of its benefits as food for thought for you</p>
<p>Going back to the basics or the roots, <strong>Agile Methodology is all about making things happen</strong> and if I may, is born out of the <u>practical experience and a more pragmatic</u> approach to the long standing problems faced during product manufacturing and development.</p>
<p>Think of the key highlights of discussions with your customers and team members. I am sure the below items would just stand out and stare right at you:</p>
<p><strong>If it is a customer</strong></p>
<ul class="cstm_list_line">
<li>I would have liked the speed of delivery to be better.</li>
<li>I like the new feature(s) or modification(s) you proposed, but can we reduce the cost?</li>
<li>I am not signing another cheque unless I see a working product.</li>
<li>How soon can you help me go-to-market or release for actual use?</li>
<li>I want more control over the development process</li>
</ul>
<p><strong>And when it is our team</strong></p>
<ul class="cstm_list_line">
<li>We aren&#8217;t clear of the requirements – What exactly does the customer want?</li>
<li>It cannot be delivered as per the current timelines</li>
<li>We need more hours, more time</li>
<li>Why should we work on weekends?</li>
<li>Will this product ever see the light of the day?</li>
</ul>
<p>See what I mean? Both of them are right in their own ways and there approach or concerns are justified too. There is a distinct disconnect &#8211; even though both have the right intent towards the product our long standing ways of developing product doesn’t allow for the much needed true sync between the critical stakeholders.</p>
<p>Hence, the agilists came up with multiple agile methodologies such as Lean, Kanban, Six Sigma, Scrum etc. And Scrum Project Methodology has proven to be the most relevant for software development projects in today’s business landscape.</p>
<p>Stay tuned for detailed coverage of the Scrum Methodology in the upcoming chapters.</p>
</article>
</section>


Introduction to Scrum Methodology

<section class="banner">
<h1>Understanding the Scrum Team and Scrum Roles</h1>
</section>
<section class="cont_wrap">The Scrum Body of Knowledge Guide (SBOK Guide) has very well defined Scrum roles for successful implementation of Agile Scrum Methodology for product development and project delivery.</p>
<p>In the previous chapter, we provided an overview of how agile methodology came to life and how it gained popularity over the years and was widely accepted across industries.</p>
<p>Continuing our efforts to help you gain more insights into the agile methodology, we would like to help you understand the basics of the <strong>Scrum Team</strong> and <strong>Scrum Roles</strong>.</p>
<p>Take a look at the below image to understand how the Scrum Roles are constituted and look in an actual Scrum implementation.</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8887 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-1.webp" alt="" width="606" height="463" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-1.webp 606w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-1-300x229.webp 300w" sizes="auto, (max-width: 606px) 100vw, 606px" /></p>
<h3>The Major Scrum Roles are</h3>
<ul class="parent_list_ul">
<li><strong>The Product Owner</strong></li>
<li><strong>The Scrum Master</strong></li>
<li><strong>The Development Team</strong></li>
<li><strong>The Scrum Team or the Scrum Core Team</strong></li>
</ul>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8888 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-2.webp" alt="" width="606" height="458" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-2.webp 606w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-2-300x227.webp 300w" sizes="auto, (max-width: 606px) 100vw, 606px" /></p>
<figure class="mt_30"></figure>
<h2>The Product Owner</h2>
<p>Product Owner (PO) is undoubtedly the &#8220;<strong>voice of the customer</strong>&#8220;. He owns the product end to end and is responsible for the overall product delivery.</p>
<p>As explained by the Scrum Guide &#8211;</p>
<p>&#8220;Product owner is a scrum development role for a person who represents the business or user community and is responsible for working with the user group to determine what features will be in the product release.&#8221;</p>
<p>Having said that it is important to understand the characteristics or expertise of the Product Owner.</p>
<p>He has the most challenging role of wearing multiple hats throughout the product development journey.</p>
<ul class="cstm_list_disc">
<li>Communicator</li>
<li>Subject Matter Expert</li>
<li>End User Advocate</li>
<li>Business Advocate</li>
<li>Decision Maker</li>
</ul>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8889 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-3.webp" alt="" width="652" height="318" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-3.webp 652w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-3-300x146.webp 300w" sizes="auto, (max-width: 652px) 100vw, 652px" /></p>
<figure class="mt_30"></figure>
<p>A Product Owner plays a crucial role in disseminating the vision and intent of the product, its detailed features, design and the single person to maximize the return on investment of product.</p>
<p>His leadership skills are tested to the core as he is one tasked with conflicting goals, opinions and make decisive final call.</p>
<p>For all practical purposes he is the Backlog Owner. The end to end responsibility of managing, prioritizing and deciding what goes in and out of the backlog lies on the Product Manager.</p>
<p><strong>Some of the key activities in Backlog Management include:</strong></p>
<ul class="cstm_list_disc">
<li>Expressing the Product Backlog Items in detail.</li>
<li>Ensuring that the Product Backlog is transparent and understood by everyone who would be impacted by the product.</li>
<li>Ordering the Product Backlog in such a way that it optimizes the value of work done by the development team</li>
<li>Making sure that the Product Backlog raises transparency to the extent that it is clear what the Scrum team is going to work on next.</li>
<li>Raising the transparency of Product Backlog to a level where stakeholders can see how value is being added to the Product.</li>
<li>Helping Development Team with Product Backlog Items (PBI) refinement.</li>
</ul>
<p>Another important responsibility of the Product Manager is to define the &#8220;<strong>Acceptance Criteria</strong>&#8221; and ensure that they are met.</p>
<p>SBOK Guide also maintains that &#8211;</p>
<p>&#8220;<strong>The Product Owner is one person, not a committee. The Product Owner may represent the desires of a committee in the Product Backlog, but those wanting to change a Product Backlog item&#8217;s priority must address the Product Owner.</strong>&#8221;</p>
<h2>The Scrum Master</h2>
<p>As the name indicates, the Scrum Master is one of the most important members of the Scrum Core Team.</p>
<p>A Scrum Master is a &#8220;<strong>Servant Leader</strong>&#8220;. He is expected to have maximum influence and impact but has minimum to almost no authority.</p>
<p>The primary objective of the Scrum Master is to promote the Scrum Methodology as per the SBOK Guide and help everyone involved understand the Scrum theory, values, practices, roles and events.</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8890 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-4.webp" alt="" width="605" height="306" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-4.webp 605w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M3-Chapter2-4-300x152.webp 300w" sizes="auto, (max-width: 605px) 100vw, 605px" /></p>
<figure class="mt_30"></figure>
<p>But, overall a Scrum Master is a &#8220;<strong>facilitator</strong>&#8220;. He ensures the development team are provided with a conducive environment to function in a self-organizing manner.</p>
<p>The Scrum Master helps the Development Team and the Product Owner to identify and remove impediments.</p>
<p>Scrum Master also helps the Product Owner understand, adopt and practice scrum to perform his activities successfully.</p>
<p>Overall a Scrum Master is a SME and enables scrum adoption across the organization.</p>
<p>Let us look at the Scrum Master&#8217;s service to the Product Owner, Development Team and Organization in detail below.</p>
<table class="cmn_list_table">
<thead>
<tr>
<th>Product Owner</th>
<th>Development Team</th>
<th>Organization</th>
</tr>
</thead>
<tbody>
<tr>
<td>Finding techniques for effective Product Backlog management</td>
<td>Coaching the Development Team in self-organization and to work cross functionally</td>
<td>Leading and coaching the organization in its Scrum adoption</td>
</tr>
<tr>
<td>Helping the Scrum Team understand the need for clear and concise Product Backlog items</td>
<td>Helping the Development Team to create high-value products</td>
<td>Planning Scrum implementations within the organization</td>
</tr>
<tr>
<td>Understanding product planning in an empirical environment</td>
<td>Removing impediments to the Development Team’s progress</td>
<td>Helping employees and stakeholders understand and practice Scrum and empirical product development</td>
</tr>
<tr>
<td>Ensuring the Product Owner knows how to arrange the Product Backlog to maximize value</td>
<td>Coaching the Development Teams within the organization</td>
<td>Enabling changes that increases the productivity of the Scrum Team</td>
</tr>
<tr>
<td>Understanding and practicing agility</td>
<td>Help understand and adopt Scrum Methodology</td>
<td>Enable Scrum adoption to achieve business value</td>
</tr>
<tr>
<td>Facilitating Scrum events as requested or needed</td>
<td>Facilitating Scrum events as requested or needed</td>
<td>Working with other Scrum Masters to increase the effectiveness of the application of Scrum in the organization</td>
</tr>
</tbody>
</table>
<h2>The Development Team</h2>
<p>The Development Team consists of professionals who do the work of delivering a potentially releasable Increment of &#8220;Done&#8221; product at the end of each Sprint.</p>
<p>Only members of the Development Team create the Increment.</p>
<p><strong>Basic Attributes of the Development Team:</strong></p>
<ul class="cstm_list_disc">
<li><strong>Self-Organizing:</strong> The Development Team selects the work that it is supposed to do during the Sprint. No one, not even the Scrum Master/PO tells the Development Team how they are going to deliver the potentially releasable increment.</li>
<li><strong>Cross-Functional:</strong> The Development Team has all the necessary skill-set required to convert the selected Product Backlog items into a potentially releasable increment.</li>
<li><strong>Size:</strong> The optimal size for the Development Team is 3-9 members. With less than 3 members, the Development Team may not have enough skill-set to create the potentially releasable increment. Having more than 9 members on the Development Team may create additional complexity which might be difficult to be managed with the empirical process.</li>
<li><strong>Title:</strong> There is only one title in the Development Team and that is &#8220;Developer&#8221;. Scrum recognizes no other titles. It also discards the notion of sub-teams.</li>
</ul>
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<p>The Development team is accountable for delivering an increment of potentially releasable &#8220;Done&#8221; product at the end of the Sprint. The Development Team is also accountable for the quality of the &#8220;Done&#8221; product increment as per the <strong>acceptance criteria</strong>.</p>
<p><strong>Overview of the Development Team</strong></p>
<ul class="cstm_list_disc">
<li>Cross-functional, multi-learning and self-organizing, and while individuals often have specialized skills or areas of focus, accountability belongs to the team as a whole</li>
<li>Build and deliver the potentially shippable product increment from planning, analysis, design, programming and testing</li>
<li>Development Teams tend to have between 3 to 9 team members. Preferably dedicated.</li>
<li>Responsible for building the actual product Increment</li>
<li>Performs the development and testing of the product</li>
<li>Outlines the tasks that need to be completed in order to develop a feature/user story</li>
<li>Should be full-time</li>
<li>Ideally, membership should change only between sprints</li>
<li>Strong Cross Matrix of skillset with Developers having enough insight to ask business questions
<ul class="cstm_list_line">
<li>Works with the Product Owner to drive ambiguity lower</li>
<li>Works to continuously improve the application and the methods/processes the team utilizes</li>
</ul>
</li>
<li>Members are dynamic with enough experience to be able to handle a variety of coding elements, for example:
<ul class="cstm_list_line">
<li>.NET developer who is able to perform a DBA low level task</li>
<li>DBA/ETL duties should be combined within a single resource</li>
<li>All resources should be geared toward Test Driven Development and be able to perform testing</li>
<li>Business Analyst should have Data Analyst skill set with a Quality Assurance mindset and ability to formulate Acceptance Criteria with Product Owner</li>
</ul>
</li>
</ul>
<h2>Summary</h2>
<p>Agile Methodology maintains distinct roles and responsibilities of the Scrum team thereby enabling absolute <em>collaboration, swift conflict resolution and increases the team’s accountability and ownership.</em></p>
<p>The guiding principle being &#8220;self-organizing&#8221; goes a long way in making the team responsible towards their goals. They choose what going to be done with in a sprint and how long will be the sprint.</p>
<p>Overall, a product increment is delivered faster and with quality as the focus is on an increment instead of a huge delivery thereby reducing distractions and improving execution.</p>
</section>


Understanding the Scrum Team and Scrum Roles

A Detailed Google Tasks Guide to Make Task Management Easier

<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8729" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Project-Management-terminologies.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Project-Management-terminologies.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Project-Management-terminologies-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Project-Management-terminologies-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>Project management is becoming increasingly important. In the past, project management consisted mainly of collecting metrics and project data for evaluation, then making adjustments in order to increase productivity and efficiency.</p>
<p>Project managers were also responsible for managing human capital (making sure that a project had enough &#8220;people&#8221; to get all tasks completed).</p>
<p>With the rapid proliferation of technology, the importance of project management has increased exponentially in terms of the tasks required of a project manager, as well as the knowledge necessary to perform these tasks.</p>
<h2>What is a Project?</h2>
<p>Projects exist in every enterprise. A project is run with an objective to deliver unique products, services, or events, and also contribute to bring about major organizational changes or recovery from natural or man-made disasters.</p>
<p style="text-align: center;">Projects have starting and ending points in time and progress through a number of life cycle phases.<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8730" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/What-Project.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/What-Project.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/What-Project-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/What-Project-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.stakeholdermap.com</em></p>
<p>According to Wikipedia, a project is an individual or collaborative enterprise, possibly involving research or design, which is carefully planned, usually by a project team, to achieve a particular aim.</p>
<p>A project may also be a set of interrelated tasks to be executed over a fixed period and within certain cost and other limitations.</p>
<h2>What is Project Management and how is it different from Operational management?</h2>
<p>A project in any organization is a collaborative effort across departments to achieve a single well-defined goal. The process of planning, organizing and managing resources to achieve the organizational objective is called project management.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8731" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/PM-OM.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/PM-OM.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/PM-OM-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/PM-OM-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;">Image Source: ictacademy.com.ng</p>
<p>On the other hand, Operations Management is an ongoing organizational function that performs activities to produce products or supply services. For an instance, production operations, manufacturing, IT service management, and accounting operations.</p>
<p>Furthermore, operations are permanent endeavors that produce repetitive outputs. Resources are assigned to do the same tasks according to operating procedures and policy.</p>
<p>In contrast, projects are temporary and help the business to meet organizational goals and to respond quickly and easily to the external environment. Organizations use projects to change operations, products and services to meet business need, gain competitive advantage and respond to new markets.</p>
<p>Here are the quick differences between operation and project management</p>
<table style="height: 376px;" width="813">
<tbody>
<tr>
<td><strong>Role assigned to manager</strong></td>
<td>Project manager</td>
<td>Operation Manager</td>
</tr>
<tr>
<td><strong>Duration in the role</strong></td>
<td>Role ends with project</td>
<td>Routine</td>
</tr>
<tr>
<td><strong>Team</strong></td>
<td>Temporary team</td>
<td>Stable organization</td>
</tr>
<tr>
<td><strong>Work type</strong></td>
<td>Work not done before</td>
<td>Work repeatable</td>
</tr>
<tr>
<td><strong>Factor depends on</strong></td>
<td>Time, cost and scope constraints</td>
<td>Annual planning cycle</td>
</tr>
<tr>
<td><strong>Budget time estimate</strong></td>
<td>Difficult to estimate time and budget</td>
<td>Budgets set and fixed events</td>
</tr>
</tbody>
</table>
<h2>Popular Project Management terminologies:-</h2>
<p>Before, we move into the details of project management, we need to understand some common project management terminologies.</p>
<h2>Project Scope:-</h2>
<p>Project scope is the part of project planning that involves determining and documenting a list of specific project goals, deliverables, features, functions, tasks, deadlines, and ultimately costs.</p>
<p>In other words, it is what needs to be achieved and the work that must be done to deliver a project.</p>
<h2>Requirements:-</h2>
<p>Requirements are descriptions of how a product or service should act or perform. Requirements generally refer to the features and functions of the deliverables you are building on your project.</p>
<h2>Project Management Communication Plan:-</h2>
<p>A project communication plan that will guide the messages to the stakeholders is a critical part of any project. How well you communicate throughout the life cycle of your project can make the difference between success and failure.</p>
<h2>Task:-</h2>
<p>In project management, a task is an activity that needs to be accomplished within a defined period of time or by a deadline to work towards work-related goals. A task can be broken down into assignments which should also have a defined start and end date or a deadline for completion.</p>
<h2>Resource:-</h2>
<p>In project management terminology, resources are required to carry out the project tasks. They can be people, equipment, facilities, funding, or anything else capable of definition (usually other than labor) required for the completion of a project activity. The lack of a resource will therefore be a constraint on the completion of the project activity. Resources may be storable or non-storable. Storable resources remain available unless depleted by usage, and may be replenished by project tasks which produce them. Non-storable resources must be renewed for each time period, even if not utilized in previous time periods.</p>
<h2>Stakeholders:-</h2>
<p>Stakeholders are those with any interest in your project’s outcome. They are the members of a project team, project managers, sponsors, customers, and users. They are people who are invested in the project and who will be affected by your project at any point along the way, and their input can directly impact the outcome of your project.</p>
<h2>Sponsor (executive sponsor and project sponsor:-</h2>
<p>Sponsor is the person who is responsible for funding of the project. The executive sponsor provides project funding, resolves issues and scope changes, approves major deliverables, and provides high-level direction. The project sponsor represents the executive sponsor on a day-to-day basis and makes most of the decisions requiring sponsor approval. If the decision is large enough, the project sponsor will take it to the executive sponsor.</p>
<h2>RACI matrix:-</h2>
<p>RACI organizes your project so that everyone knows what’s happening. With the RACI, map out who is Responsible, is Accountable, must be Consulted with, and shall stay Informed.</p>
<p>Let’s break it down further. Here is what your project delegation looks like with RACI.</p>
<p><strong>Responsible –</strong>Person responsible for completing the task.</p>
<p><strong>Accountable –</strong>Decision makers and person responsible to taking actions on the task(s).</p>
<p><strong>Consulted –</strong>– Person to be communicated with regarding decisions and tasks</p>
<p><strong>Informed –</strong>Person to be updated on decisions and actions during the project</p>
<h2>Project Scheduling:-</h2>
<p>Project scheduling is a mechanism to communicate what tasks need to get done and which organizational resources will be allocated to complete those tasks in what timeframe. A project schedule is a document collecting all the work needed to deliver the project on time.</p>
<h2>Critical path:-</h2>
<p>The critical path is the longest sequence of activities in a project plan which must be completed on time for the project to complete on due date. An activity on the critical path cannot be started until its predecessor activity is complete; if it is delayed for a day, the entire project will be delayed for a day unless the activity following the delayed activity is completed a day earlier.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8733" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/plan.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/plan.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/plan-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/plan-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<h2>Estimating Project Duration and Costs:-</h2>
<p>The duration of a project can only be estimated once you know what resources are available.</p>
<p>For example, if a project is estimated to require 1000 hours of effort and only one person is available to work on it, it may take six months or more. However, if three people are available, it may be possible to complete the project in two months.</p>
<p>Costs are normally split into <strong>labor costs</strong> and <strong>non-labor costs.</strong></p>
<p>The labor cost can be determined by examining the number of hours of effort required and the cost per hour.</p>
<p>If you are using external labor, e.g., contractors or consultants, the costs should be estimated and budgeted in advance.</p>
<p>This is straightforward if you already know your exact requirements, but if the final staffing requirements are not yet known you may need to make some assumptions based on the general type of staff required, e.g. use standard hourly cost for accountants, programmers, office administrators.</p>
<p>Non-labor costs include everything not directly related to salary or contractor costs. Some of these, such as training and team-building costs are employee-related, but they are not regarded as labor costs as they do not relate directly to employee salary or contractor costs.</p>
<p>Every project manager should be familiar with the accounting rules in his or her own company to ensure that labor and non-labor costs are allocated correctly.</p>
<h2>Project Risk:-</h2>
<p>Project risk is an uncertain event that, if it occurs, has an effect on at least one project objective. There are no risk-free projects because there are an infinite number of events that can have a negative effect on the project. Risk management is not about eliminating risk but about identifying, assessing, and managing risk. We will talk more about it in the Risk management module.</p>
<p>In the next article, we are going to see how to kick start projects effectively and set them for success!</p>
<p>&nbsp;</p>


Introduction to Project Management terminologies

Introduction in project management Trends

<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8858" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>As we progress with Project Planning we must now shift our focus to two very significant aspects of project management – Quality and Risks.</p>
<h2>Quality Management Plan</h2>
<h2><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8876" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-1-v1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-1-v1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-1-v1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-1-v1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></h2>
<h2>What is Quality?</h2>
<p>As per the <strong>6th Edition of the PMBOK;</strong> Quality is &#8220;the degree to which a set of inherent characteristics fulfills requirements, decrease rework &amp; costs, increase productivity as well as stakeholder satisfaction.&#8221;</p>
<p><strong>International Organization for Standardization (ISO)</strong> defines quality as &#8211; &#8220;the totality of characteristics of an entity that bear on its ability to satisfy stated or implied needs.&#8221;</p>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8877" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-2.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-2.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-2-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-2-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;">Image Source: www.lynda.com</p>
<p>If you take a closer look at both the definitions it is evident that <strong>conformance to requirements, fit for use and deliver the intended value to the customer, sponsor and or stakeholders involved</strong> is the true indicator of quality.</p>
<p>And hence, it is safe to state that the fundamental need is to <strong>deliver a product</strong> or a service that is in <strong>accordance with the requirements &amp; specifications</strong> as defined at the beginning of the project and <strong>directly meets/exceeds the customer expectations.</strong></p>
<p>This also makes it clear for us that Quality is not a one-time activity. It is a fundamental principle that must be attended to right from project initiation through closure.</p>
<p>And yes, Quality is <strong>everyone&#8217;s</strong> responsibility right from the top to the bottom of the project chain – Sponsors, stakeholders, Project Managers, Project Teams and the organization as a whole.</p>
<p>Similarly let us take a look at Quality Management.</p>
<h2>What is Quality Management?</h2>
<p>Quality Management is a continuous repetitive process of evaluating quality and updating processes till each deliverable meets the required quality standards or metrics as defined by the customer or project sponsor.</p>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8878" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-3.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-3.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-3-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-3-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: www.engineersindia.com</em></p>
<p>As stated earlier, delivering a project with quality also needs better coordination among the project manager, project team and the business sponsor. There must be well-defined and agreed quality metrics, processes and governance in place that explain how quality will be delivered, measured, maintained and accepted by the customer.</p>
<p>Project Quality Management has 3 main processes &#8211;</p>
<p>&#8211; Quality Planning</p>
<p>&#8211; Quality Assurance</p>
<p>&#8211; Quality Control</p>
<h2>Quality Planning</h2>
<p>Quality Planning is much more than striking the balance among scope, time and cost. We know that a project is undertaken to deliver – <strong>better i.e. improve the existing product, service and/or process or deliver something new that improves or provides the organization the missing links in question.</strong></p>
<p>Now to ensure &#8220;improvement&#8221; is delivered we must agree upon key <strong>quality metrics and checklists</strong> and baseline our quality. It is imperative that everyone on the project have the same understanding of what quality means for this particular project</p>
<p>As part of the Quality Planning you deploy various Tools and Techniques like</p>
<p>&#8211; Cost-Benefit Analysis</p>
<p>&#8211; Cost of Quality</p>
<p>&#8211; Design of Experiments</p>
<p>&#8211; Benchmarking</p>
<p>&#8211; Interviews</p>
<p>&#8211; Brainstorming</p>
<p>It is very important for a Project Managers to understand which tools suit them the best to establish the credibility of their delivery and quality. This also begets the fact that sponsor buy-in is very important and hence there must be an established link between the tools and the metrics you define as part of your Quality Planning.</p>
<h2>Quality Assurance</h2>
<p>This aspect of quality management is all about evidences of the quality measures in play. For a typical IT or Software development project it would be your test plan and test cases and the carious testing measures that would be deployed.</p>
<p>Quality assurance is all about continuous process improvement. This includes the investigation or root-cause analysis of issues within processes as well as continual assessment of which steps in a process are adding value.</p>
<p>Quality Assurance kicks in at the very beginning of the implementation phase so that errors and defects are identified as early as possible.</p>
<p>One of the most popular and renowned tools used is <strong>The Deming Cycle</strong> named after the quality guru Edward Deming and is known as <strong>PDCA – Plan, Do, Check, Act!</strong></p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8879" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-5.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-5.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-5-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-5-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.servicetonic.es</em></p>
<p>Similarly, <strong>Quality Audits</strong> are also carried out for structured reviews and improvement of the quality management activities. They are usually conducted by consultants and groups who are external to the project team.</p>
<p>And any issues &amp; problems detected would be resolved via corrective actions approved by the relevant change control processes.</p>
<p>Also do note that quality assurance also covers all associated processes involved in managing the project along with the product or service planned for delivery.</p>
<p>Summarily, Quality Assurance assures the sponsors that safeguards are in place to make sure that the expected levels of quality will be reached to produce quality outputs.</p>
<h2>Quality Control</h2>
<p>Quality control is all about planned deliverables versus actual. It is a direct comparison of the output with the requirements or agreed goals.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8880" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-6.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-6.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-6-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-6-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: innovme.com</em></p>
<p>With the right quality control measures in place you identify the problems and improve your output. And this is applicable to your scope, cost and schedule.</p>
<p>Similar to Quality Planning, Quality Control also uses some common tools and techniques for its effectiveness such as</p>
<ul>
<li>&#8211; Cause and Effect – the famous Fishbone or Ishikawa diagram</li>
<li>&#8211; Control Charts</li>
<li>&#8211; Pareto Charts</li>
<li>&#8211; Histograms etc.</li>
</ul>
<p>The central theme here is data analysis. Continuous monitoring of the identified quality metrics and their performance to identify outliers. And more so to get the right picture to make well informed decisions at the right time and avoiding knee-jerk reactions from the sponsors and stakeholders.</p>
<p>Continuous process monitoring and improvements aids in developing the right processes that aid in delivery of quality products and services.</p>
<h2>Risk Management Plan</h2>
<p>A risk is defined as an uncertain event or condition, that if occurs has a positive or a negative impact on the project. And what makes it furthermore tricky is that fact that risks can be man-made, natural or statutory in nature.</p>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8881" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-7.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-7.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-7-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-7-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>Risk management is the process of conducting risk management planning, identification analysis, response planning, and controlling risk on a project. Risk plan contains lists of all potential risks, their ranking or level and priority, the preventive actions, along with a process for tracking them.</p>
<p>There are specific core principles in regards to risk management. When looking to perform an actual risk assessment, the following target areas should be part of the overall risk management procedure (as defined by the International Standards Organization; ISO):</p>
<p>The process should create value</p>
<ul>
<li>&#8211; It should be an integral part of the organizational process</li>
<li>&#8211; It should factor into the overall decision making process</li>
<li>&#8211; It must explicitly address uncertainty</li>
<li>&#8211; It should be systematic and structured</li>
<li>&#8211; It should be based on the best available information</li>
<li>&#8211; It should be tailored to the project</li>
<li>&#8211; It must take into account human factors</li>
<li>&#8211; It should be transparent and all-inclusive</li>
<li>&#8211; It should be dynamic and adaptable to change</li>
<li>&#8211; It should be continuously monitored and improved upon as the project moves forward</li>
</ul>
<p>When first addressing a risk management procedure for a project, take note of the aforementioned principles to ensure that your specific assessment is matching up with the core ideals as defined by ISO.</p>
<h2>Risk Management Steps</h2>
<p><strong>Risk Identification</strong></p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8882" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-8.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-8.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-8-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-8-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.lynda.com</em></p>
<p>There is no doubt that risks must be identified as early as possible. Once identified all risks must be duly noted in a Risk Register and shared with relevant stakeholders. Not only that, Risks must be reviewed as part of your regular checkpoint and status meetings to avoid any unwanted surprises.</p>
<p><strong>Risk Analysis &amp; Evaluation</strong> Here you do a quantitative and qualitative analysis of your identified risks. Most importantly, the probability, severity and impact of the risks are evaluated and prioritized.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8883" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-9.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-9.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-9-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-9-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: iusnatura.com.br</em></p>
<p>Also, the analysis helps you with defining your contingency and management funds to cater to costs as a result of the occurrence of the risks.</p>
<p><strong>Risk Handling</strong> Risk Handling is all about mitigating risks. You plan for the corrective actions to be taken to deal with the risk occurrence. As stated earlier a risk may have a Positive or a Negative impact on your project and hence you need to prepare your <strong>Risk Responses</strong> accordingly.</p>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8884" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-10.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-10.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-10-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-10-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: www.healthandeuropecentre.nhs.uk</em></p>
<p>For any anticipated negative impact you plan to</p>
<p>&#8211; <strong>Mitigate:</strong> Entire focus is to reduce or prevent entirely the chance of risk occurrence &amp;its impact.</p>
<p>&#8211; <strong>Avoid:</strong> Complete elimination of the threat. For example, changing the project management plan.</p>
<p>&#8211; <strong>Transfer:</strong> Transfer the risk to a third party; e.g. insurance.</p>
<p>&#8211; <strong>Accept:</strong> Acknowledge the risk and document it, but do not take any action to mitigate it or its effect.</p>
<p><strong>Risk Control</strong> Risk monitoring and controlling or risk review is an iterative process that uses progress status reports and deliverable status to monitor and control risks. This is enabled by various status reports, such as quality reports, progress reports, follow-up reports, and so forth.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8885" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-11.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-11.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-11-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter8-11-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.healthandeuropecentre.nhs.uk</em></p>
<p>&nbsp;</p>
<ul>
<li>Risk Reviews are an integral part of your overall project monitoring. The Risk Register I duly updated all throughout to document any changes, actions, remediation done for the identified risks.<br />
Matured organizations hold separately planned risk review meetings at a frequency determined by the overall risk level of a project.</li>
<li><strong>Benefits of Risk Management Plan</strong>Prevention is always better than cure!Active risk management efforts helps you to
<ul>
<li>&#8211; Successfully deliver project outcomes with minimal obstacles</li>
<li>&#8211; Prevents exhaustion of project quality, schedule, resources and costs</li>
<li>&#8211; Avoid risks and threats entirely</li>
<li>&#8211; Gain valuable experience to deal with future crisis</li>
<li>&#8211; Better handle on risk management overall as an organization</li>
<li>&#8211; And helps build organization’s reputation</li>
<li>&#8211; Improves overall project efficiency</li>
</ul>
<p>In the end, it is very important that each of the Project Planning processes are duly followed with the right intent. This goes a long way in building a discipline across the business unit, demonstrate you care for your customers and are committed to the project deliverables just as your sponsor.</li>
</ul>


Planning in Project Management

<p><img loading="lazy" decoding="async" class="alignnone wp-image-8754 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: blog.readytomanage.com</em></p>
<p>Projects are as much a part of our work-life as the coffee machine. Strange but true!</p>
<p>A typical work day of any professional is filled with all sorts of project meetings – status update, project review, Stakeholder review, management review and as many visits to the coffee machine!</p>
<p>At times, it feels like a ritual to pay a visit to the coffee machine before entering the meeting room</p>
<p>Why is it so?</p>
<p>Is it that a good coffee in the morning sets your tone for the day? 99% of we coffee lovers will say &#8220;Well YEAH!!&#8221;</p>
<p>This simple daily act has an important message – “kick-offs are important” and all efforts and focus must be deputed to ensure we start things on the right note with our best foot forward.</p>
<p>And, projects are no different!</p>
<p>I consider Kick-off meetings to be one of the “Critical Success Factors” of any project. It is your opportunity as the Project Manager to rally your troops behind a common goal.</p>
<p>It’s like your foundation laying ceremony if I may</p>
<p>You get to present the project vision, the expectations, stakeholders involved, the TEAM &amp; its GOAL!</p>
<p>It is best if you have the basics of a project setup in your chosen project management tool. For e.g. create the project, invite the project team, define user permissions, create the initial tasks &amp; define timelines.</p>
<p>Let us quickly see how we can prepare and orchestrate an effective and successful &#8220;<strong>Project Kick-Off Meeting</strong>&#8220;.</p>
<p><img loading="lazy" decoding="async" class="alignnone wp-image-8755 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-2.webp" alt="" width="802" height="748" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-2.webp 802w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-2-300x280.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-2-768x716.webp 768w" sizes="auto, (max-width: 802px) 100vw, 802px" /></p>
<h2>Understand why you are here?</h2>
<p>Kick-off meetings are your means to introduce the project and project charter. Project Charter is the Project Manager’s bible for a simple fact that it outlines everything between today’s problem and tomorrow’s expected solution. It clearly explains to you –</p>
<ul>
<li>&#8211; the problem statement for undertaking the project</li>
<li>&#8211; the solution to the problem</li>
<li>&#8211; the timelines for completion of the project</li>
<li>&#8211; the project deliverables &amp; goals</li>
<li>&#8211; the stakeholders – management, client, team etc.</li>
<li>&#8211; the roles and responsibilities of each stakeholder</li>
<li>&#8211; the foreseen risks and current identified constraints</li>
</ul>
<h2>Introduce your Project Team</h2>
<p>Your TEAM is the most important part of your project after the charter. Getting them to know each other, building rapport and explaining their roles &amp; responsibilities on the project is key to successful project delivery.</p>
<p>The finer execution details can wait for now.</p>
<p>As a Project Manager, you must take enough time to ensure the stakeholders also know each other’s expertise &amp; strengths so that they can reach out to the right person when in need.</p>
<p>Exude confidence, hope and trust while you explain the team as to why they are the chosen ones and what is expected of them. It would be a good time to introduce the &#8220;<strong>RACI Matrix</strong>&#8221; to your team so that they know who is Responsible, Accountable, will be Consulted or Informed.</p>
<p><img loading="lazy" decoding="async" class="alignnone wp-image-8757 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-3.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-3.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-3-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-3-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: blog.weekdone.com</em></p>
<p>Clearly defining &#8220;<strong>User Roles and Privileges</strong>&#8221; at the beginning of the project would further enable clarity, smoother collaboration and execution</p>
<p>Positive sentiments among the team would go a long way when the going gets tough.</p>
<h2>Plan your project Execution</h2>
<p>Once you have the team introduced and settled with the project scope and problem at hand, begin with the timelines of the project.</p>
<p>Be specific in communicating the start and end dates, the periodic milestones, projects within project if any, allowed deviation and expected results from each task and the overall project.</p>
<p>A visual and interactive &#8220;<strong>Gantt Chart</strong>&#8221; and &#8220;<strong>Kanban View&#8221; would come in very handy while sharing the project schedule, task assignment and timelines for your team’s easy understanding.</strong></p>
<p><img loading="lazy" decoding="async" class="alignnone wp-image-8759 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-4.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-4.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-4-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-4-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>You can further boost their productivity, save their time and reduce any duplicity of efforts by using the &#8220;<strong>Workflow Management</strong>&#8221; offered by your project mgmt. tool to your team’s advantage.</p>
<p>During execution it is important to ensure &#8220;<strong>Resource Availability</strong>&#8221; and to measure and manage your &#8220;<strong>Resource Utilization</strong>&#8221; so that you stay within the budget and do not run into resource issues which ALWAYS lead to huge stand-off in the organization and result in project delays.</p>
<h2>Share your Communication Plan</h2>
<p>Communication if well managed can work wonders for you and your team. It is always recommended that you set some ground rules around project activity communication</p>
<p>Everyone in the team MUST know the “authorized” recipients of the information along with the expected timelines and intervals for every project communication.</p>
<p>Some activities may require a &#8220;<strong>Daily Catch-Up</strong>&#8221; or an instant discussion over a &#8220;<strong>Chat</strong>&#8221; engine and yet be recorded within the project management software for audit and future references.</p>
<p>Having automated email notifications would be a blessing in disguise while working on projects with a lot of stakeholders. Updating and/or submitting a reply or comments to a task can fire away the key updates and progress with your desired stakeholders in a matter of seconds.</p>
<p>Similarly, issue logging and change requests processes must be well documented and clarified to avoid planning and approval delays</p>
<p>Given the sheer amount of project documents involved having a central project repository that allows for changes, is controlled by proper user privileges and available when needed is a must. Even better if it allows for social sharing via Google drive, Dropbox etc. provided your project manager or company authorizes it.</p>
<h2>Clarify Project Risks</h2>
<p>Before you embark on a journey, it is wise to gather as much info about the impending terrain as possible. This mainly translates to <strong><u>risks and constraints</u></strong> in project management terminology.</p>
<p>Knowing the risks and preparing for them in advance would reduce your project delays, budget overruns and save your team a lot of stress.</p>
<p>You may face supplier, resource, budgetary, government regulatory etc. risks depending on the nature of your business and project.</p>
<p>Ensure you have a proper <strong>Risk Mitigation Plan</strong> and a Rapid Response Team who are aware of the &#8220;<strong>ASK</strong>&#8221; and your entire project team knows whom to reach outshould an emergency occur.</p>
<h2>Ensure THE GOAL is understood</h2>
<p>Each project begins with a defined end result that is expected to solve the problem at hand. The tangible and intangible deliverables must be clearly explained and shared with all relevant stakeholders.</p>
<p>You must stay away from use of any management or technical jargons and buzz words. Explain in simple yet detailed terms each relevant objective that is supposed to be met by the team.</p>
<p>The team’s alignment to the common goal is of utmost significance for project success. There should be no room for guesswork.</p>
<p>More than that, the team’s belief in the end result and the rewards it entails will also go a long way when it comes to flawless execution and on time delivery.</p>
<p><img loading="lazy" decoding="async" class="alignnone wp-image-8760 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-5-v1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-5-v1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-5-v1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter2-5-v1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<h2>Allow Interactive Session</h2>
<p>Now that you have shared your vision, associated goals, time lines, productivity and delivery goals with your team it is utmost important that they provide feedback.</p>
<p>Depute a reasonable amount of time to answer all their questions and/or concerns if any. You may unearth crucial information and facts that may prove beneficial for the project.</p>
<p>Urge the team to be forthcoming with their ideas, recommendations, to highlight their or other members’ strength and expertise.</p>
<p>The higher the interaction, greater the chances of team collaborating and willing to bring facts to the decision making table. Not only will this lead to better planning and execution but also provide time and money benefits.</p>
<p>Before signing out –</p>
<p>&#8211; Do provision time for a quick recap of the meeting</p>
<p>&#8211; Go over the crucial points, deliverables, goals and risks etc.</p>
<p>&#8211; Acknowledge the key contributors of your interactive session</p>
<p>&#8211; Record their points with the project documents</p>
<p>&#8211; Promise to follow through on any unaddressed items from this session</p>
<p>&#8211; Thank people for their time and affirm your trust in them</p>
<p>The above actions will help build mutual trust and confidence among the stakeholders and encourage each one to work in the best interests of the project.</p>
<p>All of which are very crucial for a successful project delivery.</p>


How to Kick Start your Projects?

<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8774" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-1-v1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-1-v1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-1-v1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-1-v1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>Getting your team organized around a project is often easier said than done. Fortunately, following a project management methodology can help you organize your project into a structured, streamlined process. It makes team collaboration more efficient and projects become better organized.</p>
<p>Project management experts agree that most projects benefit when a recognized methodology is followed. While there are dozens of project management methods available, the majority of projects can be managed efficiently by following some popular project management methodologies below.</p>
<h2>Agile Methodology</h2>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8775" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-3.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-3.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-3-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-3-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.alleviatetech.com</em></p>
<p>Agile project management is an approach based on delivering requirements iteratively and incrementally throughout the project life cycle. At the core of agile is the requirement to exhibit central values and behaviors of trust, flexibility, empowerment and collaboration.</p>
<h2>Agile process flow</h2>
<p><strong>Concept</strong> &#8211; Projects are envisioned and prioritized</p>
<p><strong>Inception</strong> &#8211; Team members are identified, funding is put in place, and initial environments and requirements are discussed</p>
<p><strong>Iteration/Construction</strong> &#8211; The development team works to deliver working software based on iteration requirements and feedback</p>
<p><strong>Release</strong> &#8211; 2QA (Quality Assurance) testing, internal and external training, documentation development, and final release of the iteration into production</p>
<p><strong>Production</strong> &#8211; Ongoing support of the software</p>
<p><strong>Retirement</strong> &#8211; End-of-life activities, including customer notification and migration</p>
<p>This view presents the full Agile lifecycle model within the enterprise. In any enterprise there may be projects operating simultaneously, multiple sprints/iterations being logged on different product lines, and a variety of customers, both external and internal, with a range of business needs.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8776" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-2.webp" alt="" width="1012" height="103" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-2.webp 1012w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-2-300x31.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-2-768x78.webp 768w" sizes="auto, (max-width: 1012px) 100vw, 1012px" /><em>Image Source: www.smartsheet.com</em></p>
<h2>Benefit of Agile methodology</h2>
<p>Agile approaches empower those involved; build accountability; encourage diversity of ideas; allowing the early release of benefits; and promotion of continuous improvement.</p>
<p>Agile helps build client and user engagement because changes are incremental and evolutionary rather than revolutionary: it can therefore be effective in supporting cultural change that is critical to the success of most transformation projects.</p>
<p>Agile allows decision &#8216;gremlins&#8217; to be tested and rejected early: the tight feedback loops provide benefits in agile that are not as evident in waterfall.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8779" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-5.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-5.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-5-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-5-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: dzone.com</em></p>
<h2>Disadvantages of Agile methodology</h2>
<p>Agile project management has its disadvantages such as less easy identification of project risks and poor management of resources.</p>
<p>A flexible system like Agile can make it difficult to focus and push your projects to completion if you&#8217;re not careful. There&#8217;s less set in stone, and no process to make sure the project is continuing smoothly, making it easy for projects to lose direction.</p>
<h2>Scrum Methodology</h2>
<p>Scrum project management is a methodology for managing software delivery that comes under the broader umbrella of agile project management. It provides a lightweight process framework that embraces iterative and incremental practices,</p>
<p>helping organizations deliver working software more frequently. Projects progress via a series of iterations called sprints; at the end of each sprint the team produces a potentially deliverable product increment.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8780" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-6.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-6.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-6-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-6-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: hsrsglobal.com.au</em></p>
<h2>Scrum process flow</h2>
<p><strong>Backlog Refinement Meeting (also called &#8220;Backlog Grooming&#8221;)</strong>: This meeting is much like the planning phase of TPM, and is held on day one of each sprint—you&#8217;ll look over the tasks left in the project, things left behind from previous sprints, and will decide what to focus on. The PO makes the call on how to prioritize tasks, and this ultimately determines how efficient the sprints are.</p>
<p><strong>Sprint Planning Meeting</strong>: Once the PO decides what to focus on, this meeting helps the team understand what they&#8217;ll be building and why. You could share &#8220;user stories,&#8221; describing features from the customer&#8217;s point of view, or could simply divide tasks for each team to work on during the sprint.</p>
<p><strong>Daily Scrum Meetings</strong>: Simple daily meetings that should only last about 15 minutes, Scrum meetings are a way for team members to update each other on progress. This meeting is not the time or place to air issues—those will go to the Scrum master outside of the daily meetings—but instead is a place to keep the ball rolling.</p>
<p><strong>Sprint Review</strong>: Since a potentially shippable item is expected at the end of each sprint, the Scrum framework naturally places an emphasis on review. Team members will present what they&#8217;ve completed to all stakeholders. While this meeting pushes accountability, its goal is to make sure that the sprint&#8217;s completed items match up with business and user goals.</p>
<p><strong>Sprint Retrospective</strong>: Held immediately after the sprint review meeting, the Sprint retrospective is full of collaborative feedback. Looking at successes and hold ups, everyone decides what is working (what they should continue doing) and what isn&#8217;t working (what they should stop doing). This should inspire the focus of the next sprint.</p>
<h2>Benefit of Scrum methodology</h2>
<p>Scrum can help teams complete project deliverables quickly and efficiently:</p>
<p>&#8211; Scrum ensures effective use of time and money</p>
<p>&#8211; Large projects are divided into easily manageable sprints</p>
<p>&#8211; Developments are coded and tested during the sprint review</p>
<p>&#8211; Works well for fast-moving development projects</p>
<p>&#8211; The team gets clear visibility through scrum meetings</p>
<p>&#8211; Scrum, being agile, adopts feedback from customers and stakeholders</p>
<p>&#8211; Short sprints enable changes based on feedback a lot more easily</p>
<p>&#8211; The individual effort of each team member is visible during daily scrum meeting.</p>
<h2>Disadvantages of Scrum methodology</h2>
<p>&#8211; Scrum often leads to scope creep, due to the lack of a definite end-date</p>
<p>&#8211; The chances of project failure are high if individuals aren&#8217;t very committed or cooperative</p>
<p>&#8211; Adopting the Scrum framework in large teams is challenging</p>
<p>&#8211; The framework can be successful only with experienced team members</p>
<p>&#8211; Daily meetings sometimes frustrate team members</p>
<p>&#8211; If any team member leaves in the middle of a project, it can have a huge negative impact on the project</p>
<p>&#8211; Quality is hard to implement, until the team goes through aggressive testing process.</p>
<h2>Waterfall methodology</h2>
<p>Waterfall project management is a sequential, linear process of project management. It consists of several discrete phases. No phase begins until the prior phase is complete, and each phase’s completion is terminal—waterfall management does not allow you to return to a previous phase. The only way to revisit a phase is to start over at phase one.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8783" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-7.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-7.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-7-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter3-7-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.youtube.com</em></p>
<h2>Waterfall process flow</h2>
<ul>
<li><strong>Requirements</strong>&#8211; where we analyze business needs and document what software needs to do</li>
<li><strong>Design</strong>&#8211; where we choose the technology, create diagrams, and plan software architecture</li>
<li><strong>Coding</strong>&#8211; where we figure out how to solve problems and write code</li>
<li><strong>Testing</strong>&#8211; where we make sure the code does what it supposed to do without breaking anything.</li>
<li><strong>Operations </strong>&#8211; where we deploy the code to production environment and provide support</li>
</ul>
<h2>Advantages of waterfall methodology</h2>
<p><strong>Extensive documentation:-</strong> Because you can’t go back to a previous activity, you’re forced to create a comprehensive documentation from the start, listing all the requirements you can think of.</p>
<p><strong>Knowledge stays in the organization:-</strong> When you have extensive documentation, knowledge won’t get lost if someone leaves. Also, you don’t have to spend time on training new members as they can familiarize with the project by reading the documentation.</p>
<p><strong>Team members can better plan their time:-</strong> Because everyone knows in advance on what they’ll work, they can be assigned on multiple projects at the same time.</p>
<p><strong>Easy to understand:-</strong> Waterfall projects are divided in discrete and easily understandable phases. As a result, project management is straightforward and the process is easily understandable even to non-developers.</p>
<p><strong>Client knows what to expect:-</strong> Clients can know in advance the cost and timeline of the project so they can plan their business activities and manage cash flow according to the plan.</p>
<p><strong>Client input not required:-</strong> After requirements phase, client input is minimal (save for occasional reviews, approvals, and status meetings). This means you don’t have coordinate with them and wait for when they’re available.</p>
<p><strong>Easier to measure:-</strong> Because waterfall projects are simple, it’s much easier to measure your progress by quickly looking at a Gantt chart.</p>
<p><strong>Better design:-</strong> Products have a higher cohesion because during the design phase you know everything that must be taken into account. There is no one-feature-at-a-time problem that leads to usability problems down the road.</p>
<h2>Disadvantages of waterfall methodology</h2>
<p><strong>No going back:-</strong> Once you’re finished with one activity, it’s difficult and expensive to go back and make changes. This puts a huge pressure on the planning.</p>
<p><strong>No room for error during requirements phase:-</strong> Everything relies heavily on the requirements phase and if you make an error, the project is doomed.</p>
<p><strong>Deadline creep:-</strong> Once one activity is late, all the other activities are late too, including the project deadline.</p>
<p><strong>QA too late to be useful:-</strong> Testing is done at the end of the project which means that developers can’t improve how they write code based on QA feedback.</p>
<p><strong>Bug ridden software:-</strong> Because the testing is done at the end, most teams tend to rush the testing in order to deliver the project on time and hit their incentives. This short-term wins lead to sub-par quality and long-term problems.</p>
<p><strong>Not what the client actually needs:-</strong> Most of the time, clients can’t articulate what they need until they see what they don’t need. If the client realizes they need more than they initially thought, the project plan will need a major overhaul (as well as the budget).</p>
<p><strong>Unexpected problems:-</strong> Designers can’t foresee all the problems that will arise from their design, and once those problems surface, it’s very difficult to fix them.</p>


Project Management Methodologies

<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8812" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>According to Wikipedia, A project management office (abbreviated to PMO) is a group or department within a business, agency, or enterprise that defines and maintains standards for project management within the organization. The PMO strives to standardize and introduce economies of repetition in the execution of projects. The PMO is the source of documentation, guidance and metrics on the practice of project management and execution.</p>
<h2>Functions of PMO</h2>
<p><strong>Governance</strong> &#8211; The PMO’s governance function plays an important role by providing decision support for project sponsors, decision makers, and stakeholders involved in the program, organization and enterprise. Documenting governance decisions and tracking action items for future governance sessions provides the administrative support needed for effective decision making.</p>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8813" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-2-v1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-2-v1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-2-v1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-2-v1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p><strong>Performance Management</strong> &#8211; The performance management function integrates project level status reporting and generates the program level status for executive reviews. The PMO investigates specific performance issues and communicates early warning signs of troubled projects. The PMO also enforces consistent performance reporting guidelines so each project reports project performance consistently.</p>
<p><strong>Schedule Management</strong> &#8211; The schedule management function assists the program by identifying project level milestones and integrating them into an overall program level plan. The program level plan is a summarized view of critical program milestones. If the program is leveraging tools such as Microsoft Project Server or CA Clarity, the PMO may integrate the detailed project schedules into a detailed program schedule. The PMO also monitors schedule variances and recommends corrective action.</p>
<p><strong>Quality Management</strong> &#8211; The PMO provides quality management by providing expertise in quality control, quality assurance, coordinating quality inspections, and process coaching. This function is often perceived as administrative overhead and intrusive to individual projects, however, it is a critical function for consistent delivery. The PMO should inspect project level deliverables and more importantly provide coaching to project teams requiring additional project management support.</p>
<p><strong>Communications Management</strong> &#8211; Every project and program requires a communications plan. Although the target audience and frequency may vary at the program and project levels, the PMO creates the overall program communication standards for projects to follow. The PMO will also assist the program manager in developing necessary communications to program stakeholders.</p>
<p><strong>Supplier Management</strong> &#8211; The PMO supports supplier management by monitoring the various suppliers providing services to the program and notifying the program manager of supplier performance issues. Supplier performance scorecards are integrated through the PMO and individual suppliers work with the PMO to understand performance-reporting standards.</p>
<p>The need for highly competent, confident, and effective project managers is growing, in a world where projects are becoming larger, more complex, and increasingly cross-cultural.</p>
<p>It is no longer enough to master the essential tools and techniques involved in managing tasks, costs, and resources. To be an excellent project manager, you must have driven, confidence, and attitude, and be able to lead your team to success through your vision and engagement.</p>
<p>You must become a project management champion and take your team on a journey by sharing an appealing project vision and a road map for achieving that vision. These are the tasks project manager should perform every day</p>
<h2>Focus on Customer Needs</h2>
<p>The single biggest success factor for a project is whether it delivers what the customers really need.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8814" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-3.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-3.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-3-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-3-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.randrmagonline.com</em></p>
<p>Not only will that create a happy customer, it will also dramatically increase your success as a project manager.</p>
<p>The tricky part is that customer needs aren’t necessarily synonymous with what the customers say they want. Outstanding project managers focus on the customer’s real needs and seek to uncover the reasons behind the requirements.</p>
<p>They do that through enquiry and by consistently learning about the client’s business.</p>
<h2>Keep Your Promises</h2>
<p>As a project manager is it absolutely essential that what you say and do is credible and that your clients and stakeholders trust you.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8815" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-4.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-4.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-4-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-4-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: crownheights.org</em></p>
<p>When you take on an action or commit to a deadline – however big or small – always deliver it when you said you would. This is also true when it comes to chasing other people for the actions they take on.</p>
<p>You will gain an enormous amount of respect for being effective, timely and reliable and it will be easier for you to plan and execute the project with minimal resistance. Set a good example in everything that you do.</p>
<h2>Be Proactive</h2>
<p>They key to success for any manager and leader is to be proactive and consistently focus your efforts and attention on the long-term as opposed to being reactive in the present moment.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8816" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-5.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-5.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-5-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-5-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.naea-reston.org</em></p>
<p>Too often we get caught up in urgent or unimportant activities and we procrastinate on the big important things such as planning and initiating the project properly, writing the business case, learning about our client’s business or taking the time to build strong relationships with our customers and team members.</p>
<p>Don’t sit back and wait for things to happen. Take the initiative as a matter of course.</p>
<h2>Support Your Team</h2>
<p>Your team is the project’s biggest asset so nurture it and enable each individual team member to thrive.</p>
<p>Allow for people’s individuality, play to their strengths and give them the support they need to succeed. To build a great team, spend one-on-one time with people on a weekly basis.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8817" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-6.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-6.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-6-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-6-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.thoughtfulleader.com</em></p>
<p>Ask them what you can do to help, what they worry about and how you can assist them in working more effectively.</p>
<p>Never be afraid to ask questions and to lend a helping hand. One of your most important roles is to remove blockages so that your team can get on with its work.</p>
<h2>Delegate</h2>
<p>If you are to add maximum value, you must learn to delegate. This will help you create space to concentrate on the big picture and on the strategic aspects of the project.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8818" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-7.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-7.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-7-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-7-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: registrar.ku.edu</em></p>
<p>Tracking timesheets, taking minutes and planning detailed work-streams are important aspects of a project, but it’s not important that you do them.</p>
<p>Get a project administrator on board or train your senior team leads to take on a more senior role.</p>
<p>Not only do you develop their skill set, you also free yourself up to focus on customer relationships, communication, team building and setting the vision.</p>
<h2>Challenge the Status Quo</h2>
<p>It is no longer enough to turn up for work and deliver a project the way we used to.</p>
<p>The global crisis has meant that everything is being scrutinized and that executives are constantly on the look-out for how we can deliver change in a better, cheaper and faster way.</p>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8819" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-8.jpg" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-8.jpg 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-8-300x146.jpg 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-8-768x375.jpg 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: performancesalesandtraining.com</em></p>
<p>You need to challenge the status quo on a daily basis and help identify how the team can work smarter, what new technologies you can employ, which extra benefits you can deliver and how project processes can be improved.</p>
<h2>Stay Calm under pressure</h2>
<p>As a project manager, you are under daily pressure to deliver, make decisions and sort out issues.</p>
<p>You need set a great example by managing your state of mind and remaining calm when the pressure is on. Maintain a balanced perspective and think of solutions rather than placing blame or making knee-jerk decisions.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8820" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-9.jpg" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-9.jpg 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-9-300x146.jpg 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter4-9-768x375.jpg 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: bcert.org.ph<br />
</em></p>
<p>In situations of conflict, take on the role of a mediator and convey both sides of the argument. Whatever you do, do it well; as the way you conduct yourself is the most you can ever expect from your team.</p>


PMO And Its Role In Organization

<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8823" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>We all know that Project is an endeavor that has a definite start and end. Thus, it makes it all the more important to have well defined life cycle in place. Life cycle is helpful in laying out transparent and time bound entry and exit points throughout the project stages.</p>
<p>Time boxing the stages ensures we stay on track and deliver with quality. One of the key objectives of any project is always having a balance among the triple constraints – Time, Cost &amp; Quality. The better the balance, better the chances of the project being successful.</p>
<p>No matter what project it is that you’re preparing for, the project management life cycle can assist you and your team in narrowing the project&#8217;s focus, keeping its objectives in order and finishing the project on time, on budget and with minimum surprises (unwanted)!</p>
<p>PMI is the world’s largest nonprofit membership association for the project management profession. It has set the standards for project, program, and portfolio management and offers training and certifications. The gold standard of certification from the association is the Project Management Professional (PMP) certification.</p>
<p><img loading="lazy" decoding="async" class="wp-image-8825 size-full aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-2.webp" alt="" width="354" height="334" data-wp-editing="1" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-2.webp 354w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-2-300x283.webp 300w" sizes="auto, (max-width: 354px) 100vw, 354px" /></p>
<p style="text-align: center;"><em>Image Source: www.search.org</em></p>
<p>A project management life cycle as defined in the PMBOK (Project Management Body of Knowledge) by Project Management Institute (PMI) consists of 5 phases:</p>
<p>&#8211; Project Initiation</p>
<p>&#8211; Project Planning</p>
<p>&#8211; Project Execution</p>
<p>&#8211; Project Monitoring and control</p>
<p>&#8211; Project Closure</p>
<h2>Project Initiation</h2>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8826" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-3.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-3.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-3-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-3-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: blog.masterofproject.com</em></p>
<p>Initiation is first phase of project management life cycle where the feasibility and the business value of the project are determined.</p>
<p>The key outcome of the Initiating phase is our &#8220;<strong>Project Charter</strong>&#8220;! It is the bible of your Project!</p>
<p>The answer to all your project disputes, concerns, and doubts are covered in the Project Charter. So why do you think this is such an important document?</p>
<p>As common logic says – before we undertake any endeavor we perform certain background checks, initial research, execution feasibility, and commercial viability and then decide if it should be undertaken at all.</p>
<p>And exactly that is what is covered in our Project Charter :-</p>
<p>&#8211; Business Case or Vision</p>
<p>&#8211; Goals / Projected Benefits</p>
<p>&#8211; Identify Stakeholders</p>
<p>&#8211; Project Scope (In-scope and Out-of-scope items)</p>
<p>&#8211; Identifying Deliverables</p>
<p>&#8211; Identifying Risks</p>
<p>&#8211; Defining project resources, cost &amp;budget</p>
<p>It is quite evident why a Project Charter is the most important document of any project.</p>
<p>It explains :-</p>
<p>&#8211; Why a project was undertaken? What problems need to be addressed?</p>
<p>&#8211; What specific strategic gaps and initiatives need to be served?</p>
<p>&#8211; What needs, objectives and profits were served by this project?</p>
<p>&#8211; Who are the key stakeholders, sponsors and project team?</p>
<p>&#8211; What are the roles and responsibilities of each person associated with the project?</p>
<p>&#8211; What does the project entail? What will be exactly delivered and left out of the deliverables?</p>
<p>&#8211; What is to be delivered, at what time and within how much cost?</p>
<p>&#8211; And lastly who is in charge and authorized to run the project?</p>
<p><strong>PMP Tip-</strong> PMI gives a lot of significance to the Project Charter&amp; has a dedicated process named &#8220;Develop Project Charter&#8221; in the Initiating Process group / Integration Management Knowledge Area.</p>
<h2>Planning</h2>
<p>Failing to plan is planning to fail!</p>
<p>We all have heard it, know it, yet often fail to implement it.</p>
<p>Planning is the second yet most important phase in the project management life cycle. Project planning is at the heart of the project life cycle, and tells everyone involved where you’re going and how you’re going to get there.</p>
<p>The planning phase is when the project plans are documented, the project deliverables and requirements are defined, and the project schedule is created.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8827" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-4.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-4.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-4-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-4-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.entrepreneur.com</em></p>
<p>It involves creating a set of plans to help guide your team through the implementation and closure phases of the project.</p>
<p>The plans created during this phase will help you manage time, cost, quality, changes, risk, and related issues. They will also help you control staff and external suppliers to ensure that you deliver the project on time, within budget, and within schedule.</p>
<p>Planning includes:-</p>
<ul>
<li><strong>Creating a Project Plan:-</strong> The Project Plan is you project blueprint and a project manager’s best friend. It helps the Project Manager to be in-sync with the roadmap and maintain progress accordingly by taking informed decisions at the right time.</li>
<li><strong>Creating a Resource Plan:-</strong> A Resource Plan provides information about the level of resources that is needed to complete a project. A properly documented Resource Plan will specify the exact quantities of labor, equipment and materials needed to complete your project. At here, we also consider the skill of the resources that is whether the resources have the relevant expertise required for the project.</li>
<li><strong>Creating a Financial Plan:-</strong> A Financial Plan helps set budget for your project. To deliver your project within budget, you need to produce the project deliverables at a total cost which does not exceed allotted budget.</li>
<li><strong>Creating a Quality Plan:-</strong> Quality Planning is an essential part of any project. It helps you to monitor and control the level of quality produced by the project, to ensure that you meet the required quality targets.</li>
<li><strong>Creating a Risk Plan:-</strong> A Risk Plan helps you to identify the potential risks and how to mitigate them. The Risk Management Plan is created as part of the Risk Planning process. The risk plan contains lists of all potential risks, their ranking or level and priority, the preventive actions, along with a process for tracking them.</li>
<li><strong>Creating an Acceptance Plan:-</strong> Acceptance plan is the list of the task that is designed to meet the customer requirement. The Acceptance Plan includes a list of the deliverables, the acceptance test activities, the criteria and standards to be met, and the plan for their completion.</li>
<li><strong>Creating a Communication Plan:-</strong>:- A communication plan describes the approach to provide information to the stakeholders. A communication plan contains the list of information that should be shared with the stakeholders, project members and the PMO, at what schedule and frequency, the right means of communication (email, standup meeting, daily meeting, weekly meeting, ppt. etc.) and how/where the relevant documents and reports can be accessed and by whom.</li>
<li><strong>Creating a Procurement Plan:-</strong> Procurement planning is the process to decide what to buy, what are procedure should be followed to buy and sources from which required materials to be purchased.</li>
</ul>
<h2>Execution, Monitor and Control</h2>
<p>This is the phase that is most commonly associated with project management. Execution is all about building deliverables that satisfy the customer. Team leaders make this happen by allocating resources and keeping team members focused on their assigned tasks.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8828" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-5.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-5.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-5-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-5-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.msm-executive-education.nl</em></p>
<p>Execution relies heavily on the planning phase. The work and efforts of the team during the execution phase are derived from the project plan.</p>
<p>The key tasks performed are:-</p>
<p><strong>Assemble Execution Phase Project Team:-</strong> Acquiring required resources who can work on the project.</p>
<p><strong>Team Development:-</strong> Dividing the resources into small teams to work on certain modules. For example, if you are working on website development, one team can be assigned for UI/UX design of the website, other team for the backend design, similar a team to perform testing and so on.</p>
<p><strong>Assign Resources:-</strong> Assigned skill or expert resources to the project. Obtaining the right resources for the project is crucial for project success. A high skill to requirement mapping will enable smoother and timely task execution.</p>
<p><strong>Execute Project Management Plans:-</strong> Set your schedule into action.</p>
<p><strong>Direct and Manage Project Execution:-</strong> This involves leading and performing the work defined in the project plan and implementing approved changes to achieve the project&#8217;s objectives.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8829 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-6.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-6.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-6-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-6-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: swapnasrushti.net</em></p>
<p><strong>Conduct Progress Status Meetings:-</strong> Having periodic status checks helps keep the team motivated, stay on track, address any real or perceived threats in advance and take corrective measures as required.</p>
<p><strong>Update Project Schedule and Management Plans:-</strong> As the project progresses, we must update the project schedule and plans in order to ensure the project is set to be delivered within the agreed timelines. However, this phase is optional if the project is already on track.</p>
<p><strong>Quality Assurance:-</strong> Review tasks and deliverables are up to the mark or not. And what corrective actions are required to meet the defined quality guidelines.</p>
<p><strong>Acceptance of Deliverables:-</strong> Verify if the developed project meets the deliverables, fulfills all the standards and criteria set by the customer.</p>
<p><strong>Complete Execution Phase Review:-</strong> Lastly, ensure all the key execution activities are performed properly</p>
<h2>Closure</h2>
<p>So much time and effort is put into the planning of a project, it is often forgotten that the end of a project is equally important. There’s a lot of work involved even once a project is technically complete.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8830" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-7.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-7.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-7-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter5-7-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.projectsbyyonga.com</em></p>
<p>You handover all deliverables to your customers, relevant stakeholders, release the project into business as usual and handover to the operations team, free all your resources, return equipment and notify all of project closure.</p>
<p>Here are some associated tasks in the closure stage:-</p>
<p><strong>Lessons Learnt:-</strong> Managing a project isn’t only about tasks and resources, budget and deadlines, it’s an experience you can constantly learn from. While you should have been learning throughout the project, now is a great time to look back without the pressure and distractions that might have dulled your focus.</p>
<p>Gather the core team to invite feedback about what worked, and what didn’t. Encourage honesty.</p>
<p>Clearly document the lessons learnt, celebrate how a major mishap was averted, what remedial actions brought a positive turn around to the project, what aspects were missed, where they were missed and capture their impact on the project.</p>
<p>You can go back and look over the information for precedents when planning for new projects. There’s a wealth of knowledge produced at every project closure and smart organizations share this wealth with a lot of zeal.</p>
<p><strong>Complete paperwork:-</strong> Acquiring required resources who can work on the project.</p>
<p>This includes a complete documentation of the project, approval from the stakeholders, Legal contracts of the projects should be verified and signed up by the stakeholders.</p>
<p>It also includes addressing outstanding payments and sending invoices for the payments. All dues must be settled and vendor contracts must be closed before proceeding to project closure.</p>
<p><strong>Release resources:-</strong> This is a formal procedure, in which resources are assigned back to the project pool and made available for new projects. If there were contractors involved then they are released and the contracts cancelled post all due settlement.</p>
<p><strong>Archive documents:-</strong> It is important to archive all project documents to be used for posterity. We learn from the mistakes from every project. Having all project documents neatly stacked on a relevant shared portal or with the PMO is in the best interest of the organization and will also come in handy for any issues that may arise in the future.</p>
<p>Hope you have now had a proper glimpse of the various project management phases and an overview of what are their key outputs and how they help running projects successfully. In the next chapters we will look into each of the phases in further detail.</p>


Project Management Life Cycle

<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8837" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>The Project Management Lifecycle is kick started with the crucial Project Initiation Phase. The entire basis of why you should be developing/delivering a product, service or an event is formed with the Project Initiation.</p>
<p>It is important to note that a Project Manager is duly appointed to the project which also signifies executive intent. In a way he is the first resource assigned to the project.</p>
<p>The project manager needs to establish the business case for the project; ensure that the proposed outcome is aligned with the organization’s strategic goals; prepare an initial budget and timeline, and also involve relevant stakeholders, sponsors and identify team members who will work on the project once the business case is approved.</p>
<h2>Key Project Initiation Activities</h2>
<p>&#8211; Develop a Business Case</p>
<p>&#8211; Undertake feasibility study</p>
<p>&#8211; Establish Project charter</p>
<p>&#8211; Appoint project team</p>
<p>&#8211; Perform phase review</p>
<h2>Developing Business Case</h2>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8839" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-2.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-2.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-2-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-2-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.elcomcms.com</em></p>
<p>Business case is used when expenditure on a project is required. Once a business case is prepared, it is shared to a sponsor or investor for the approval. After approvals are obtained, required resources and funding is also received.</p>
<h2>What does a business case include?</h2>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8840" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-3.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-3.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-3-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-3-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.softwareadvice.com</em></p>
<p><strong>Benefits:-</strong> The value to be delivered by the undertaking is clearly defined and shared with the customer, sponsor, stakeholder and team members. The key objectives, strategic gains (operational and or economical), associated profits are well illustrated during initiation for absolute clarity and expectation management.</p>
<p><strong>Options:-</strong> Options include the alternative and other courses of action that are considered as the project plan is designed and developed.</p>
<p><strong>Time and Cost:-</strong> It includes the determination of the project cost and time required to complete the project</p>
<p><strong>Cost-benefit analysis:-</strong> Cost-benefits analysis describes how the cost of project is balanced with the return. For example, due to some specific reason, your project needs some additional resources and some new systems. This is where the cost-benefit analysis is done. It helps justify the additional investment and show the value and or return generated from this investment.</p>
<h2>Project Feasibility Study</h2>
<p>The purpose of a Feasibility Study is to identify the problem and its solution in a project and to check if the planned solution meet the stated business requirements. In other words, if you are not sure whether your solution will deliver the targeted outcome, then a Project Feasibility Study will help gain that clarity on those solutions</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8842" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-4.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-4.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-4-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-4-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.simplilearn.com</em></p>
<p>During the Feasibility Study, a variety of assessment methods are followed. The outcome of the Feasibility Study is a confirmed solution for implementation.</p>
<h2>What are the factors that should be considered for testing feasibility?</h2>
<p><strong>Technical Feasibility</strong></p>
<p>&#8211; Technically skilled resources are available: &#8211; Having the right mix of resources assigned to the project is important. A true requirements to skill mapping is done to ensure the right resources with the right skills are available to meet the project responsibilities.</p>
<p>&#8211; Required technologies are available:-We must review and define the relevant hardware, software, equipment, licenses, regulatory approvals if applicable etc. are available to deliver the project.</p>
<p><strong>Economic Feasibility</strong></p>
<p>While determining economic feasibility, we need to consider following factors:-</p>
<p>&#8211; Sponsors should have ample amount of capital to invest: &#8211; Even if we have sufficient amount of resources and required technology, we must have the required investments to maintain the resources. It is crucial that we have the sponsor buy-in for the execution of the project. Unavailability of the required funds will lead to project delay and or failure.</p>
<p>&#8211; Will the investment generate the Targeted ROI? : &#8211; Projects are meant to generate capital benefits or business value to your organization. So it is important to analyze whether the investment to the project will provide business benefits to your organization.</p>
<p>&#8211; Contingency Funds: -Our project budget must also have certain contingency fund allocated. And we need to see how big that bucket is and if that is enough to bail us through any significant issues or risks.</p>
<p><strong>Legal Feasibility</strong></p>
<p>The undertaking must meet and obtain all applicable regulatory and statutory rules and laws</p>
<p>&#8211; Data protection or social media laws: -It must be ascertained that no data privacy laws are breached for e.g. while dealing with data sensitive projects. Any associated non-disclosure agreements etc. must be thoroughly reviewed and put in place as applicable to the undertaking.</p>
<p>&#8211; Zonal laws: &#8211; If we are planning to construct a mall in a place, we need to check whether the zone has the required permissions to build malls. A feasibility study might reveal the organization’s ideal location isn’t zoned for that type of business.</p>
<p><strong>Operational Feasibility</strong></p>
<p>This assessment involves undertaking a study to analyze and determine whether—and how well—the organization is benefited by completing the project. Operational feasibility studies also analyze how a project plan can satisfy the requirements identified in the analysis phase.</p>
<p><strong>Scheduling Feasibility</strong></p>
<p>This assessment is the most important for project success. After all, a project may fail if it is not completed on time. In scheduling feasibility, we estimates how much time the project will take to complete and also we need check whether do we have estimated time to invest in the project.</p>
<h2>Establish Project charter</h2>
<p>Project Charter contains the objectives of a project. This statement also sets out detailed of project goals, roles and responsibilities, identifies the main stakeholders, and the level of authority of a project manager.</p>
<p>It also acts as a guideline for future projects and is an important material in the organization&#8217;s knowledge management system.</p>
<p><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8845" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-5-v1.webp" alt="" width="1024" height="512" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-5-v1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-5-v1-300x150.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-5-v1-768x384.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<h2>How to write project charter?</h2>
<p><strong>Vision:-</strong> You need have a clear idea on the scope of the project. Describe each of the deliverables the project is tasked to produce. Once you’ve gotten all of them down, you’ve got a foothold on your charter and are ready to move on.</p>
<p><strong>Organize:-</strong> When you’re building a structure for your charter there are four subsets you’re going to need to identify. They are Customer/end users, stake holders, roles. Now you need to define the lines of reporting between these various roles in the project. Use a project organization chart to do this.</p>
<p><strong>Implementation:-</strong> Once vision and organization structure is defined, now we need develop a plan to implement them. While implementing, a plan we need keep 3 factors in the mind-they are Milestone dependencies and resource. We are going to learn more about this in the Initiation module.</p>
<p><strong>Risks, Issues &amp; Budget:-</strong> No charter is complete without covering the potential risks and issues that can derail a project. This includes assumptions and constraints related to the project. Risks can be natural, man-made, governmental and regulatory.</p>
<p>A risk is a potential issue that may or may not happen in a project. Risk is not always negative, as there is such a thing as positive risk, and you should prepare for that as well.</p>
<p>An issue is something that has already occurred in the project. Basically, a risk is a &#8220;perceived&#8221; issue and an issue is &#8220;an event with a negative impact&#8221; that has already occurred.</p>
<h2>Appoint project team</h2>
<p>According to Wikipedia, a project team is a group of members from different functions and are assigned to activities for the same project. A team can be divided into sub-teams according to need.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="size-full wp-image-8846 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-6-web.webp" alt="" width="628" height="422" data-wp-editing="1" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-6-web.webp 628w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-6-web-300x202.webp 300w" sizes="auto, (max-width: 628px) 100vw, 628px" /><em>Image Source: www.archerpoint.com</em></p>
<p>Usually project teams are only used for a defined period of time. They are disbanded after the project is deemed complete. Due to the nature of the specific formation and disbandment, project teams are usually in organizations.</p>
<p>Project teams need to have the right combination of skills, abilities and personality types to achieve collaborative success.</p>
<h2>How to build a project team</h2>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-8849" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-7-web.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-7-web.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-7-web-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter6-7-web-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.greycampus.com</em></p>
<h2>Project Type</h2>
<p>We need to understand the nature, required skills and resources for successful completion of the project. We need to ascertain if the project is manual labor intensive, or one that needs high IQ and skills. And we also need to be aware if such a project has ever been undertaken by the organization and how mature</p>
<h2>High Speed Delivery</h2>
<p>We need to understand the nature, required skills and resources for successful completion of the project. We need to ascertain if the project is manual labor intensive, or one that needs high IQ and skills. And we also need to be aware if such a project has ever been undertaken by the organization and how mature</p>
<h2>Project SMEs</h2>
<p>Always strive to strike balance with the resource mix. You may not always have all the top talents available for your projects. Even if they do, it will highly skew your resource cost thereby stretching your budget. Being a smart Project Manager, you must ensure you have the right Subject Matter Experts (SMEs) available to the project when needed plus enough resources who can execute under the guidance of the SMEs and leads.</p>
<p>Right mix of experience and energy is what you must aim for a project team!</p>
<h2>The Client</h2>
<p>Know your Customer (KYC) – There is no alternative to it. Before beginning any engagement we must spend considerable efforts and thoughts to understanding our customer. He is the one paying for the project and will sign on the project closure. Be very clear of how your clients like to be approached, informed and what is their desired communication mode and frequency.</p>
<p>Plan to put your seasoned client management personnel at the forefront for exceptional customer support and satisfaction. Having personnel who have worked with a diverse clientele and can anticipate customer needs in advance would prove hugely beneficial to the project manager.</p>
<h2>A Balance in Skill Set</h2>
<p>Experience counts and so does passion. Age doesn’t alone determine experience. Some people may have worked across several roles making them great multi-tasker while others may have specialized in one specific area making them your subject matter expert.</p>
<h2>Perform phase review</h2>
<p>We need to determine review criteria to evaluate each completed project task and inform team members of expectations regarding satisfactory performance. We also need to secure additional project personnel if your review reveals the need for additional resources to work on assignments to bring the project to completion on time.</p>
<p>Now to get going with your project planning refer to the upcoming chapter.</p>


Initiation in Project Management Life Cycle

<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8948" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-1-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-1-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-1-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-1-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>Explore and understand the most crucial phase of the Project Management Lifecycle in this chapter &#8211; Project Planning. Planning in any endeavor is an extensive exercise.</p>
<p>Project Planning results in lots and lots of plan and when all these individual plan come together, you see the grandiose image of your end objective.</p>
<p>This master plan shows you the glimpse of your product or service once all your plans are executed in letter and spirit.</p>
<p>In very simple terms, by the end of the Project Planning phase you come to know</p>
<ul>
<li>&#8211; What will be delivered</li>
<li>&#8211; When will it be delivered</li>
<li>&#8211; How will you get it</li>
<li>&#8211; Who will help you get</li>
<li>&#8211; How much will you have to spend</li>
<li>&#8211; What risks can impact your end result</li>
<li>&#8211; How to handle those risks</li>
</ul>
<p>Thus essentially the single most important output of Project Planning is – &#8220;<strong>Project Management Plan</strong>&#8220;.</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8949" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-3-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-3-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-3-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-3-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: delli.beriberi.co</em></p>
<p>Project Management Plan consists of multiple other plans that cover your stakeholders, requirements, scope, deliverables, resources, staffing, vendors and procurement, quality, costs and risks etc. A project management plan would majorly consist of:</p>
<p>&#8211; Communication management plan</p>
<p>&#8211; Project scope management plan</p>
<p>&#8211; Schedule management plan</p>
<p>&#8211; Staffing management plan</p>
<p>&#8211; Quality management plan</p>
<p>&#8211; Risk management plan</p>
<p>&#8211; Cost management plan</p>
<p>&#8211; Process improvement plan</p>
<p>&#8211; Procurement management plan</p>
<p style="text-align: center;"><img loading="lazy" decoding="async" class="size-full wp-image-8951" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-4-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-4-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-4-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-4-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /><em>Image Source: www.maxwideman.com</em></p>
<p>&#8220;<em>if you do not know where you are going you neither know how to get there nor even when you have arrived!</em>&#8221;</p>
<h2>Project Management Plan</h2>
<p>The Project Plan is the living document of your project. It is your &#8220;single source of truth&#8221; as it has everything that the project is about!</p>
<p>All project participants, contributors, impacted parties etc. are listed in the project management plan. It is the guiding light if you may that steers your project through execution, implementation, monitoring, governance &amp; control.</p>
<p>It is the bible that houses each and every change, amendment made to the project through execution along with the entire scope, schedule and associated costs.</p>
<p><strong>Note:-</strong>The Project Manager is the author of the Project Management plan and he takes inputs from the project charter, business case in consultation with the subject matter experts (SMEs), project teams, stakeholders, sponsors and senior leaders as applicable.</p>
<p>As the Planning phase progresses the Project Manager is required to</p>
<p>&#8211; Define baselines in terms of scope, time and cost</p>
<p>&#8211; Review the baselines with the project stakeholders and obtain approvals</p>
<p>&#8211; Define and agree on the governance model to be followed for the project</p>
<p>&#8211; Receive approvals for the relevant resources and staffing</p>
<p>&#8211; Define and share the communication management plan</p>
<p>&#8211; Maintain the project mgmt. plan up to date to reflect every approved change made to the original plan.</p>
<p>Nevertheless, getting each and every vital info recorded, reviewed and shared is a tiring job and the project success is hugely dependent on the Planning phase. A poorly drafted project management plan is the sure shot recipe for absolute failure.</p>
<p>And it is pretty evident that matured organizations spend a huge amount of time and efforts to ensure they have a solid plan before they begin execution.</p>
<h2>Communication Management Plan</h2>
<p>Communication if well managed can work wonders for you and your team. It is always recommended that you set some ground rules around project activity communication.</p>
<p>Everyone in the team MUST know the “authorized” recipients of the information along with the expected timelines and intervals for every project communication.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8952" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-5-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-5-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-5-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-5-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>For any communication plan to be effective it must</p>
<p>&#8211; Address the stakeholder expectations</p>
<p>&#8211; Ensure the involved project participants receive the right info at the right time</p>
<p>&#8211; Facilitates team collaboration and prevents communication breakdown at all times</p>
<p>&#8211; Have well defined Communication format, modes, frequency and audience</p>
<p>We must also keep in mind that “one size fits all” should never be applied when project communication is involved. E.g. project sponsor is not interested in the number of lines of codes written so far</p>
<p>Also, make sure that your Communication Plan clearly indicates any assumptions and constraints taken into account. And we must update the plan as when these constraints are removed and assumptions clarified.</p>
<p>Not only that, project teams are better prepared when real time project progress and status are shared and reviewed. Timely corrective measures and informed decisions can be taken in the best interest of the project and guide it to success.</p>
<h2>Schedule Management Plan</h2>
<p>We all know that project is an endeavor that must have a definite start and end. Thus it entails that each and every task required to complete the project must therefore have defined state and end too.</p>
<p><em>Schedule Management Plan (SMP)</em> includes the list of activities that will be performed during the course of the project by specified resources within timelines.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8953" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-6-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-6-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-6-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-6-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: www.projectmanagementdocs.com</em></p>
<p>The SMP provides clarity in terms of what needs to be done, by whom and when. It is understood that having an exact schedule is not possible but a broader view to available resources, time required to complete activities are taken for form a general baseline and schedule.</p>
<p>There are various mechanisms and techniques used across organizations to define and maintain project schedule and the most widely used ones are Gantt Charts and Critical Path Method (CPM).</p>
<p>Developing the Project Schedule is the worst nightmare a project manager can have. Estimating the &#8220;right&#8221; time requirement for each activity is critical. One need to pay attention to every tiny detail involved to make as accurate an estimation possible.</p>
<p>If you allocate very tight timelines then you have a team working under a lot of stress and pressure leading to quality loss. It’s a given because of the simple fact that – Focus shifts from getting the task over than getting it done with quality.</p>
<p>Similarly if you are too lax and add an unreasonable buffer the entire project budget is skewed. So either ways the Project Manager is between a hard surface and a rock!</p>
<ul>
<li>&#8211; A very detailed <strong>Work Breakdown Structure (WBS)</strong> where each activity is broken down to the last manageable chunk for transparency and accountability. Having the WBS laid out helps us from missing on any key activities thereby losing out on their overall impact on the time and cost. And it is always easy to estimate for smaller activities than a major one, thereby improving the chances of a very robust and close to accurate time and cost estimates.</li>
<li>&#8211; <strong>Tasks Dependencies</strong> are another important aspect. Once you start breaking down your tasks, you can easily relate to the sequences of those individual chunks and also linkages and interdependencies among them. This helps you understand which activities can be done simultaneously &amp; which will be done later thereby giving you a thorough glimpse of your resource and time requirements.</li>
<li>&#8211; Upon completion of the above 2 activities you now need to focus on <strong>Time and Resource Estimation</strong>. Here comes the critical aspects of expertise, productivity and unforeseen events. A seasoned Project Manager would definitely account for skillfulness of the resources involved, perceived risks, leaves and holidays along with resource availability. Risks and Resource Availability are significant factors that have a direct impact on your project progress and delivery. Therefore it is important to account for unavailability of key resources during the project as less skilled resources may step in and though your cost may go down a bit but the timelines are impacted.</li>
</ul>
<p>But rest assured that if the above three factors are well accounted for in the Schedule Management Plan, you are off to a good start to an <em>On time &amp; within budget</em> project <em>delivery without compromising on the quality.</em></p>
<h2>Resource &amp; Staffing Management Plan</h2>
<p>Resources are the back bone of all organizations as successful delivery of the strategic initiatives rest on their shoulders. Resourcing and Staffing if not done adequately will result in utter chaos not only in the project but for the entire organization as a whole.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8954" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-7-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-7-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-7-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-7-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: www.roberthalf.com</em></p>
<p>While engaged in building your Staffing Plan one must have absolute clarity of the</p>
<p>&#8211; Project deliverables and objectives</p>
<p>&#8211; Skills required to deliver the desired product or service</p>
<p>&#8211; Number of resources required</p>
<p>&#8211; Availability of the identified resources</p>
<p>&#8211; Absolute clarity of the roles and responsibilities of each of the resources</p>
<p>&#8211; Governance and Organization policies concerning the resources</p>
<p>&#8211; Right mix of internal and external resources</p>
<p>&#8211; Duration for which the resources would be needed</p>
<p>&#8211; Well defined entry and exit criteria of the resources</p>
<p>&#8211; Rewards and recognition programs for the project resources</p>
<p>Having clarity of the above aspects will help devise a robust plan that will ensure you get the right resources for the desired duration. All pertinent questions from the Sponsors or Stakeholders can better answered to allay fears around the resourcing costs and time.</p>
<p><strong>Note:-</strong> Executive buy-in is very critical for getting the resource approvals and preventing any mid-way pull leading to project collapse.</p>
<p>Moving on, we must also realize that resources include equipment, materials, infrastructure as well as the obvious human resources. Hence accounting for their right quantity, duration and quality is directly linked to the project success.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8955" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-8-1.jpg" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-8-1.jpg 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-8-1-300x146.jpg 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-8-1-768x375.jpg 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: www.roberthalf.com</em></p>
<p>As a project manager, one must also be adept in answering &#8220;What’s in it for me &#8211; (WIIFM)&#8221; It is important for enhancing resource motivation and productivity. Also, projects must aim for skill enrichment of the organization as a whole by training their project resources.</p>
<p>A very through Training Plan must also be included in your Staffing Plan with clearly outlined training programs, training duration, identified resources, training vendors, and costs.</p>
<p>With a robust Resourcing Plan, organizations benefit by having low <em>resource churn, increased knowledge &amp; skills development, motivation and enhanced teamwork</em>.</p>
<h2>Cost Management Plan</h2>
<p>All projects have costs associated with them and are expected to be delivered within the approved budget. Usually a financial management plan would include cost budgeting, cost control, monitoring and reporting.</p>
<p>It is often seen that Organizations follow a Top-down or a Bottoms-Up approach for allocating project budgets.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8958" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-9-1.jpg" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-9-1.jpg 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-9-1-300x146.jpg 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter7-9-1-768x375.jpg 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: blog.masterofproject.com</em></p>
<p>In the Top-down approach the budget or available fund is known and you need to complete the project within this allocated cost.</p>
<p>Whereas in the Bottoms-up approach you begin by estimating cost for each module or activity required for project completion and then add them up to reach the final cost. Though more accurate this approach may lead to cost over-runs.</p>
<p>Once you begin with the <strong>cost estimation and planning</strong> it is best to start with the core costs such as</p>
<p>&#8211; Labor</p>
<p>&#8211; Equipment and material</p>
<p>&#8211; Licensing and legal</p>
<p>&#8211; Development</p>
<p>&#8211; Contractor and Vendors</p>
<p>&#8211; Maintenance and Support &amp; then expand it with a contingency fund for known/unknown risks and price variations through the project duration.</p>
<p>One of the key project goals is also to deliver within budget and ensure profitability. <em>Cost control and monitoring</em> become crucial here. It is always advisable to breakdown your project budget in time bound phases. This way you know the cost required for each phase, the duration for which the cost will be required &amp; utilized.</p>
<p>A major benefit here is if there are new requests or scope creep you can re-estimate the costs to see if the new work can be covered within the existing allocation. If not, you go back to the customer/sponsor with a change request for additional funds.</p>
<p>Effective Time Management leads to easier cost control. It is in the best interest of the project to meet deadlines and deliver milestones as per plan. The better your time management, better is the cost control.</p>
<p>In the end timely reporting of cost variances and changes also helps maintain the project’s financial well-being. A periodic planned vs. actual expenditure report goes a long way in proper expense tracking and management.</p>
<p>You are always in the know of your project expenses and can prevent leakages in terms of equipment, material etc. overruns.</p>
<p>There are quite a few financial reports that we will review in the upcoming modules. And we will explore Risk Management and Quality Management in the next chapter.</p>
<p>&nbsp;</p>
<figure><figcaption><em> </em></figcaption></figure>


<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8964" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>Once you have successfully passed the Planning Phase it is time for real action – Execution! <strong>The Project Execution Phase</strong> of the project management lifecycle is all about deliverables &amp; outputs. It is here that the intended product or service is delivered to the customer for approval.</p>
<p>In official terms – <strong>The Project Management Body of Knowledge (PMBOK)</strong> states – &#8220;The Executing Process Group consists of those processes performed to complete the work defined in the project management plan to satisfy the project specifications.&#8221;</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8965" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-3-v1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-3-v1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-3-v1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-3-v1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p>The Project Execution Phase is usually the longest phase in the project management life cycle and consumes the most energy and resources. It is pretty evident by now as to how crucial it is to ensure your plans are realized with clinical precision and none to minimal deviation.</p>
<p>To enable you to monitor and control the project during this phase, you will need to implement a range of project management processes. These processes help you to manage time, cost, quality, change, risks and issues. They also help you to manage procurement, customer acceptance and communications.</p>
<p>The primary objective of Execution and Control is to construct deliverables as per the master project plan and consistently evaluate the processes and plans involved to deliver the output as per the agreed specifications.</p>
<p><em>It is all about action and direction!</em></p>
<p>The Execution Phase will broadly involve the following actions. The priority or sequence is entirely dependent on the nature of the project and organizational practices and preferences. But nevertheless, they are performed to enable successful project execution.</p>
<p>&#8211; <strong>Acquire Develop &amp; Manage the Team</strong> who will work on the project.</p>
<p>&#8211; Execute Project Scope.</p>
<p>&#8211; Recommend changes, bug fixes, preventive and corrective actions coming from Planning, Executing and Monitoring and Controlling process groups.</p>
<p>&#8211; Timely Communication with <strong>all stakeholders.</strong></p>
<p>&#8211; Implemented <strong>approved changes</strong> to the processes, documentation and plans.</p>
<p>&#8211; <strong>Team Building </strong>exercises.</p>
<p>&#8211; Give <strong>recognition and rewards</strong> to team members and keep them motivated.</p>
<p>&#8211; Hold Status Review meetings to ensure project is on track and any deviations are attended to at the earliest.</p>
<p>&#8211; Use Work Authorization systems to allocate work.</p>
<p>&#8211; Request Seller responses to your tender and outsourcing needs.</p>
<p>&#8211; Select Seller for your procurement needs.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8966" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-4.jpg" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-4.jpg 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-4-300x146.jpg 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-4-768x375.jpg 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: www.dekon.com</em></p>
<h2>What does Execution Phase produce?</h2>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8967" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-5.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-5.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-5-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-5-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: www.free-management-ebooks.com</em></p>
<p><strong>Project Deliverables:-</strong></p>
<p>Project deliverables are the primary reason why projects are run. They are the tangible expectations and results produced from our projects. As part of the execution process we ensure, that the deliverables are well tested, meet the acceptance criteria and are approved by the customer and/or business sponsor.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8968" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-6.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-6.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-6-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-6-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;">Image Source: www.wlion.com</p>
<p>It is of utmost importance that the project deliverables are of the agreed quality and meet the defined objectives and specifications.</p>
<p><strong>Change Management Documents:-</strong></p>
<p>Change is unavoidable in project management too. And in its true sense it is more of an asset. When handled properly, the change management process goes a long way in minimizing loss of precious project resources and reducing scope creep.</p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8969" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-7.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-7.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-7-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-7-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;">Image Source: www.cps.co.uk</p>
<p>This is where the project management change plan comes in. The plan, as detailed in the project management change document, sets out the process by which any changes to the project&#8217;s goals, schedule, and/or resource usage are to be managed. In short, the change document is a vital component in managing projects of any size and complexity, and it heavily influences project success.</p>
<p><strong>Change Management Document includes 3 items:-</strong></p>
<ul>
<li><strong>Change Management Goals</strong> This section spells out the goals of the project&#8217;s change management plan. For example, changes are clearly determined, evaluated, approved, and tracked effectively and efficiently. It also details how the overall project change plan is designed to benefit the project.</li>
<li><strong>Change Management Responsibilities</strong> In this area of the change document you need to define the responsibilities of all the parties involved in the project that may be affected by a project change. So, for example, you should define who will receive project change requests, who will evaluate them, and how will project changes be communicated to project personnel, upper management, and project clients or stakeholders.</li>
<li><strong>Change Management Model</strong> In this section you will clearly lay out the details of the change management process. You should describe how project change requests are made and evaluated, who is authorized to approve them, and how they will be recorded.</li>
<li><strong>Measuring Project Activities</strong> Measuring performance is a critical factor in optimizing performance. Consistent Monitoring and Control measures are required to stay on track.</li>
</ul>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8970" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-8.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-8.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-8-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-8-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p style="text-align: center;"><em>Image Source: www.eventerprise.com</em></p>
<h2>Understand why you are here?</h2>
<p>Project performance, on the surface, seems easy to measure; just track time, cost and scope and it’s done.</p>
<p>As part of optimizing your execution, you must perform certain key activities</p>
<ul>
<li>&#8211; Time Management</li>
<li>&#8211; Cost Management</li>
<li>&#8211; Quality Management</li>
<li>&#8211; Change Management</li>
<li>&#8211; Risk Management</li>
<li>&#8211; Procurement Management</li>
<li>&#8211; Acceptance Management</li>
<li>&#8211; Stakeholder Engagement</li>
<li>&#8211; Communication Management</li>
</ul>
<h2>What are processes included in project execution?</h2>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8971" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-9-v1.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-9-v1.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-9-v1-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-9-v1-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p><img loading="lazy" decoding="async" class="aligncenter size-full wp-image-8972" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-10.webp" alt="" width="1024" height="500" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-10.webp 1024w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-10-300x146.webp 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/Chapter9-10-768x375.webp 768w" sizes="auto, (max-width: 1024px) 100vw, 1024px" /></p>
<p><strong>Execution Kick-Off:-</strong></p>
<p>The Project Manager can begin the phase activities following the completion of all planning activities including approval of the PMP, functional specifications &amp; project funding.</p>
<p><strong>Acquire Project team:-</strong></p>
<p>The project manager follows necessary steps to obtain the human resources needed to complete the project. Resource calendars are built and resource allocation for the project is done based on the negotiations and acquisitions with the involved business units and resource pool managers.</p>
<p><strong>Develop Project Team:-</strong></p>
<p>The project manager evaluates each individual skill sets to ensure that the each team member has the proper skill sets for each upcoming project phase. Note: your training plan, schedule and costs come in handy as described in the planning phase.</p>
<p>Project leaders that can align their vision and work with their teams will successfully deliver key programs and projects. The alignment of vision and strategy to implementation will help you close those gaps.</p>
<p>&nbsp;</p>
<p><strong>Executing THE Project Management Plan:-</strong></p>
<p>The project manager executes the project management plan activities by performing the activities contained within each of the plans such as Communication Plan, Risk management plan, etc.</p>
<p>The project manager will direct the various technical and organizational resources that exist in the project to execute the work defined in the project management plans.</p>
<p><strong>Conducting Status Review Meetings (PSR):-</strong></p>
<p>Project status meetings help project managers in reviewing the status collected from the team members. They help the project managers in assessing what has been accomplished till date and compare them with the planned activities.</p>
<p>They allow project managers in the assessment of current problem areas and project risk areas; as well as communicating critical project information with quick feedback. Having these project status meetings also eliminates the communication problem that arises out of an assumption or belief that &#8220;everyone knows what&#8217;s going on in this project&#8221;. Often team members do not know, because they are busy with their own tasks.</p>
<p>The project execution phase will reveal unanticipated problems or issues, so project leaders must be prepared to pivot and make tactical changes.</p>
<p><strong>Update Project Schedule and Management plans:-</strong></p>
<p>In most organizations, the project management team is the group of people responsible for updating the project plan. The project plan is many things to the project manager. It is a record of what has occurred on the project. It illustrates what is happening on the project right now. And, it prepares the project team by showing what will be coming up.</p>
<p>Keeping the plan current is an important role of the project manager (or project administrator). Project updates focus on the three project management constraints, cost, time and scope. An effective project manager knows that a change in one of these areas results in changes in the other two. A current project plan will show the effect of these changes on the overall project.</p>
<p>Therefore, any changes and updates from the previously defined plan must be duly recorded and approved by the relevant parties along with revision history info for audit trail. Any lapse in maintaining an accurate plan or one that is outdated has significant impact to the overall project success.</p>
<p><strong>Quality Assurance:-</strong></p>
<p>In the Project Management Body of Knowledge (PMBOK), Quality Assurance is part of the Executing process group and is performed throughout the duration of the project. Quality Assurance is the process of auditing the quality requirements and the results from quality control measurements to ensure that appropriate quality standards and operational definitions are used. The key benefit of this process is that it facilitates the improvement of quality processes.</p>
<p><strong>Acceptance of Deliverables:-</strong></p>
<p>Acceptance criteria for project deliverables establishes in advance an agreed upon standard of performance or capability that the user will accept in a specific deliverable The Performance Plan developed in the Project Planning Phase articulates the project deliverables and acceptance criteria.</p>
<p><em>Acceptance criteria then become the fundamental guideline for the design team to build a solution that the user will find acceptable.</em></p>
<p>The execution phase ends when the user has agreed to accept the deliverable(s) in the state that they exist. The acceptance criterion is the standard that the user uses to judge if each deliverable is satisfactory.</p>
<p>In some cases, the deliverable may not meet all acceptance criteria but, from an overall view, the deliverable will meet the requirements of the user. The user must authenticate acceptance of each deliverable. The user will also identify any issues that remain outstanding and the agreed to plan for resolution of any outstanding issues.</p>
<p><strong>Complete Execution Phase Review:-</strong></p>
<p>The project manager contacts all participating stakeholders to review and document lessons learned in the execution phase. A formal Phase Review form is duly filled and sent to the Project Sponsor for approval.</p>
<p>It is basically to seek permission to proceed to the next phase and closure of the existing phase. All deliverables are reviewed, accepted &amp; approved, any pending issues are documented along with their resolution plan and all relevant plans and documents are updated accordingly.</p>
<p>Once you have the phase review approved you officially proceed to the next phase!</p>


Execution in Project Management

Effective Project Documentation Best Practices

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<h1>Project Status Reporting Templates: Streamlining Progress Updates</h1>
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<section class="cont_wrap ">Effective project management relies on clear communication, and one essential tool for keeping stakeholders informed is the project status report. These reports provide a snapshot of a project&#8217;s health, progress, and any potential roadblocks.</p>
<p>To simplify the process of creating these reports, many project managers turn to project status reporting <a title="templates" href="https://www.orangescrum.com/project-reports-analytics">templates</a>. A project status report, often referred to simply as a &#8220;status report,&#8221; is a document that provides a snapshot of the current state of a project.</p>
<p>It is a crucial tool in <a title="project management" href="https://www.orangescrum.com/">project management</a> that serves multiple purposes, including keeping stakeholders informed, tracking progress, and identifying issues or risks. Project status reports are typically generated at regular intervals (e.g., weekly, bi-weekly, or monthly) and are shared with project team members, managers, sponsors, and other relevant stakeholders.</p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8770 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter2-1.png" alt="" width="731" height="743" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter2-1.png 731w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter2-1-295x300.png 295w" sizes="auto, (max-width: 731px) 100vw, 731px" /></p>
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<h2>The Importance of Project Status Reports</h2>
<p><strong><a title="Project status reports" href="https://www.orangescrum.com/project-reports-analytics">Project status reports</a> serve multiple crucial purposes within an organization:</strong></p>
<ul class="cstm_list_disc">
<li><strong>Transparency: </strong>Status reports provide transparency into the project&#8217;s progress, allowing all stakeholders to have a clear view of where the project stands.</li>
<li><strong>Communication: </strong>They serve as a means of effective communication, ensuring that everyone involved in the project is on the same page regarding goals, progress, and challenges.</li>
<li><strong>Accountability: </strong>Status reports assign responsibilities and tasks, fostering accountability among team members. They help track who is responsible for what and when it should be completed.</li>
<li><strong>Risk Management: </strong>Status reports highlight potential risks and issues, allowing for proactive identification and mitigation, reducing the likelihood of last-minute crisis.</li>
<li><strong>Decision-Making: </strong>Project managers and stakeholders rely on status reports to make informed decisions, allocate resources, and adjust project strategies as necessary.</li>
<li><strong>Resource Allocation: </strong>They help in optimizing resource allocation by providing a clear picture of resource usage and needs, ensuring that resources are allocated where they are needed most.</li>
<li><strong>Stakeholder Engagement: </strong>Status reports engage and involve stakeholders in the project, keeping them informed and fostering their continued support and commitment.</li>
<li><strong>Quality Control: </strong>Regular reporting helps maintain quality standards by monitoring deliverables, ensuring they meet defined criteria, and addressing quality issues promptly.</li>
<li><strong>Documentation: </strong>Status reports serve as documentation of the project&#8217;s history, providing a valuable resource for future reference, audits, and post-project analysis.</li>
<li><strong>Motivation: </strong>Status reports can motivate the project team by celebrating achievements and milestones, recognizing their hard work, and creating a sense of accomplishment and purpose.</li>
</ul>
<h2>The Role of Project Status Reporting Templates</h2>
<p><strong>Creating project status reports from scratch can be time-consuming and prone to inconsistencies. This is where project status <a title="reporting templates" href="https://www.orangescrum.com/project-reports-analytics">reporting templates</a> come into play:</strong></p>
<ul class="cstm_list_disc">
<li><strong>Consistency: </strong>Templates ensure that project status reports are consistently structured and formatted, making it easier for stakeholders to navigate and understand the information.</li>
<li><strong>Time Savings: </strong>Templates save time by providing a pre-established framework, allowing project managers to focus on content rather than formatting.</li>
<li><strong>Clarity: </strong>Well-designed templates promote clear and concise communication by organizing information in a logical and easily digestible manner.</li>
<li><strong>Alignment:</strong>Templates help maintain alignment with the organization&#8217;s reporting standards and ensure that all projects follow a common structure.</li>
<li><strong>Efficiency: </strong>Using <a title="templates" href="https://www.orangescrum.com/project-reports-analytics">templates</a> streamlines the report creation process, enabling project managers to generate reports more quickly and frequently, which is essential for <a title="agile project management" href="https://www.orangescrum.com/agile-project-management">agile project management</a>.</li>
<li><strong>Data Accuracy: </strong>Templates often include predefined fields that prevent important data from being omitted, reducing the risk of errors and inaccuracies in <a title="reporting" href="https://www.orangescrum.com/project-reports-analytics">reporting</a>.</li>
<li><strong>Accountability: </strong>By providing a consistent structure, templates make it easier to assign ownership for specific sections or data points within the report, fostering accountability among team members.</li>
<li><strong>Standardization: </strong>Using templates ensures that all stakeholders receive information in a standardized format, facilitating comparisons between different projects and timeframes.</li>
<li><strong>Historical Record: </strong>Templates facilitate the creation of a historical record, allowing for the easy retrieval and analysis of past <a title="project status reports" href="https://www.orangescrum.com/project-reports-analytics">project status reports</a> to identify trends, lessons learned, and areas for improvement.</li>
<li><strong>Adaptability: </strong>While templates provide a structured framework, they are also adaptable. Project managers can customize them to suit the unique requirements of each project or organization, ensuring flexibility in reporting.</li>
</ul>
<h2>Common Elements of Project Status Reporting Templates</h2>
<p><strong>Project status reporting templates typically include the following elements:</strong></p>
<ul class="cstm_list_disc">
<li><strong>Project Name: </strong>The name of the project is typically at the top of the template, providing immediate identification.</li>
<li><strong>Project Manager: </strong>Clearly state the name and contact information of the project manager responsible for the project</li>
<li><strong>Reporting Period: </strong>Specify the period the report covers, which could be weekly, monthly, or as per the project&#8217;s reporting cadence.</li>
<li><strong>Overall Project Status: </strong>This section provides a high-level summary of the project&#8217;s current status, often using color-coding (e.g., green for on track, yellow for at-risk, red for delayed) to quickly convey the health of the project.</li>
<li><strong>Key Milestones: </strong>Include a list of significant milestones and their current status, indicating whether they are on schedule, completed, or delayed.</li>
<li><strong>Key Performance Indicators (KPIs): </strong>Display important metrics and KPIs relevant to the project&#8217;s success. Metrics might include budget, schedule, scope, and quality performance.</li>
<li><strong>Work Completed: </strong>Detail the tasks or deliverables that have been completed during the reporting period, emphasizing achievements and progress.</li>
<li><strong>Work in Progress: </strong>Outline tasks and deliverables that are currently in progress, including their expected completion dates.</li>
<li><strong>Upcoming Activities: </strong>Highlight future tasks, deadlines, and activities scheduled for the next reporting period, enabling stakeholders to anticipate what&#8217;s on the horizon.</li>
<li><strong>Issues and Risks: </strong>Document any problems or challenges encountered during the reporting period, as well as potential risks that could impact the project&#8217;s success. Include action plans for addressing these concerns.</li>
<li><strong>Resource Allocation: </strong>Specify how resources (human, financial, or materials) are allocated to the project, ensuring transparency and accountability.</li>
<li><strong>Budget Status: </strong>Report on the project&#8217;s budget status, including expenditures, variances, and any budget changes that occurred during the reporting period.</li>
<li><strong>Stakeholder Engagement: </strong>Describe how stakeholders have been engaged and informed during the reporting period, emphasizing any significant communications or feedback received.</li>
<li><strong>Appendices and Attachments: </strong>Provide additional details, charts, graphs, or documents that support the information presented in the main report, such as project schedules or detailed financial reports.</li>
<li><strong>Action Items: </strong>Conclude with a list of action items and recommendations, specifying responsible parties and deadlines for addressing issues and improvements.</li>
</ul>
<h2>Choosing the Right Template</h2>
<p>Selecting the appropriate project status reporting <a title="template" href="https://www.orangescrum.com/project-reports-analytics">template</a> depends on the project&#8217;s complexity, the needs of stakeholders, and the reporting frequency.</p>
<p>There are various templates available, from simple one-pagers to more detailed reports with multiple sections. Project managers should choose a template that aligns with the project&#8217;s requirements.</p>
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<p>In conclusion, <a title="project status reporting" href="https://www.orangescrum.com/project-reports-analytics">project status reporting</a> templates are invaluable assets for project managers and teams seeking to streamline the process of communicating project progress, goals, and challenges.</p>
<p>They offer a structured framework that helps ensure consistency and clarity in reporting, making it easier for stakeholders to understand a project&#8217;s status at a glance.By utilizing well-designed status reporting templates, project managers can save time, enhance transparency, and foster effective communication with their teams and stakeholders.</p>
<p>These templates not only help keep projects on track but also provide the data needed to make informed decisions and adjustments when necessary. Customize your <a title="templates" href="https://www.orangescrum.com/project-reports-analytics">templates</a> to include the most relevant information, and ensure that the data presented aligns with your project&#8217;s goals and objectives.</p>
<p>So, don&#8217;t hesitate to incorporate these valuable tools into your project management arsenal, and watch as your projects become more organized, efficient, and ultimately, more successful.</p>


Project Status Reporting Templates

<section class="banner">
<h1>Creating Compelling Project Dashboards: A Guide to Visualizing Success</h1>
</section>
<section class="cont_wrap ">Project management is a complex endeavor, often involving numerous tasks, timelines, and stakeholders. To effectively manage projects and communicate progress, project managers rely on project dashboards.</p>
<p>These visual tools offer a snapshot of project performance, enabling teams and stakeholders to make informed decisions and stay on track. Keeping projects on track, staying informed about progress, and making data-driven decisions are essential for achieving project goals.</p>
<p>A compelling project dashboard is more than just a collection of charts and metrics; it is a dynamic, visually engaging tool that offers a real-time snapshot of your project&#8217;s health. Whether you are a seasoned project manager or just embarking on your project management journey, this guide will provide valuable insights into creating project dashboards that truly make an impact.</p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8781 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter3-1.png" alt="" width="512" height="286" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter3-1.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter3-1-300x168.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<h2>Why Project Dashboards Matter</h2>
<h2>Project dashboards serve as a central hub for project information and offer several benefits:</h2>
<ul class="cstm_list_disc">
<li><strong>Real-time Insights:</strong>Project dashboards provide real-time or near-real-time insights into a project&#8217;s status, allowing stakeholders to stay informed and make timely decisions.</li>
<li><strong>At-a-Glance Overview:</strong>Dashboards offer a concise, at-a-glance view of critical project data, helping stakeholders quickly assess progress and performance.</li>
<li><strong>Data Visualization: </strong>Visual elements such as charts, graphs, and progress bars make complex project data more digestible and easy to understand.</li>
<li><strong>Alignment: </strong>Dashboards help keep all team members and stakeholders aligned with project goals, priorities, and timelines.</li>
<li><strong>Early Issue Identification:</strong> Issues and roadblocks are promptly identified through the dashboard, enabling proactive problem-solving.</li>
<li><strong>Efficiency: </strong>By centralizing and automating data collection and presentation, project dashboards save time and reduce manual reporting efforts.</li>
<li><strong>Customization:</strong>Dashboards can be tailored to the needs of different stakeholders, showing only the most relevant information to each audience</li>
<li><strong>Historical Tracking: </strong>They offer historical data, allowing teams to track progress over time and identify trends or recurring challenges.</li>
<li><strong>Communication: </strong>Dashboards facilitate transparent and effective communication among project stakeholders by providing a common reference point for discussions.</li>
<li><strong>Decision Support: </strong>Project dashboards assist in data-driven decision-making by presenting key performance indicators and metrics that guide choices and strategies.</li>
<li><strong>Accountability: </strong>They promote accountability by clearly displaying task ownership, deadlines, and milestones, ensuring that responsibilities are well-defined and understood.</li>
<li><strong>Continuous Improvement: </strong>By analyzing historical dashboard data, project teams can identify areas for improvement and optimize future project processes.</li>
</ul>
<h2>Key Elements of Compelling Project Dashboards</h2>
<h2>To create a compelling project dashboard, consider the following key elements:</h2>
<ul class="cstm_list_disc">
<li><strong>Clear Objectives and KPIs: </strong>Start by defining the project&#8217;s objectives and key performance indicators (KPIs). What does success look like, and how will you measure it? Align the dashboard with these objectives to ensure it provides relevant insights.</li>
<li><strong>Relevant Metrics: </strong>Select metrics and data points that directly relate to the project&#8217;s goals. These might include task completion rates, project milestones, budget utilization, or resource allocation. Avoid cluttering the dashboard with unnecessary information.</li>
<li><strong>Visual Appeal: </strong>A visually appealing dashboard is more engaging and easier to interpret. Use charts, graphs, color coding, and icons to present data in an understandable and aesthetically pleasing manner.</li>
<li><strong>Real-Time Data: </strong>Keep the dashboard up to date with real-time or near-real-time data. Outdated information can lead to misinformed decisions. Integrating data sources and automation can help ensure data freshness.</li>
<li><strong>Customization: </strong>Allow users to customize the dashboard based on their roles and responsibilities. Tailoring the view to specific audiences ensures relevance and usability.</li>
<li><strong>Drill-Down Capability: </strong>Provide the option to drill down into details. Users should be able to explore underlying data and investigate issues or opportunities further.</li>
<li><strong>Responsiveness: </strong>Ensure that the dashboard is responsive and accessible across different devices, including desktops, tablets, and smartphones. Accessibility is crucial for on-the-go decision-making.</li>
<li><strong>Collaboration Features: </strong>Include collaboration features such as commenting, file sharing, or direct links to related tasks or documents. This promotes team collaboration and facilitates discussions on specific issues.</li>
<li><strong>Performance Alerts: </strong>Implement performance alerts or notifications to proactively notify stakeholders of critical changes or issues. Timely alerts help prevent potential problems from escalating.</li>
<li><strong>User Training: </strong>Offer training and support to dashboard users. Familiarizing them with the dashboard&#8217;s features and capabilities will maximize its effectiveness.</li>
</ul>
<h2>Popular Dashboard Tools</h2>
<h2>Several software tools and platforms make creating compelling project dashboards more accessible. Some popular options include:</h2>
<ul class="cstm_list_disc">
<li><strong>Microsoft Power BI: </strong>A versatile business analytics tool that allows you to create interactive dashboards and reports.</li>
<li><strong>Tableau: </strong>A leading data visualization platform that offers powerful dashboard-building capabilities.</li>
<li><strong>Google Data Studio: </strong>A free tool from Google that lets you create customizable and shareable dashboards.</li>
<li><strong>Orangescrum: </strong>A project management software with built-in dashboard features for task tracking, resource allocation, and more.</li>
</ul>
</section>
<h2>Conclusion</h2>
<p>Project dashboards serve as dynamic, visual hubs that distill complex project data into accessible and actionable insights.</p>
<p>By following best practices, tailoring your dashboard to the unique needs of your project, and leveraging the right tools and technologies, you can craft project dashboards that are not only informative but also compelling. These dashboards become powerful tools for fostering transparency, collaboration, and efficiency within your project team.</p>
<p>Whether you are managing a small or large project, a single project or a portfolio of initiatives, project dashboards are essential for keeping everyone aligned, motivated, and focused on achieving common objectives. They serve as a central point of reference, enabling you to track progress, manage risks, and showcase accomplishments.</p>


Creating Compelling Project

<section class="banner">
<h1>Documentation Management Tools and Techniques</h1>
</section>
<section class="cont_wrap ">Effective <a title="documentation management" href="https://www.orangescrum.com/">documentation management</a> ensures that critical information is organized, accessible, and secure, promoting collaboration, compliance, and streamlined workflows.In this tutorial, we will explore the world of <a title="documentation management" href="https://www.orangescrum.com/">documentation management</a> tools and techniques, providing insights into how businesses can harness the power of technology to improve their document management processes.</p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8788 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-1.png" alt="" width="512" height="344" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-1.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-1-300x202.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p>Whether you are a small business, a large corporation, or an individual seeking to stay organized, this guide will introduce you to the tools and techniques that can transform the way you handle documentation, enhancing productivity and minimizing risks.</p>
<h2>Effective documentation management offers several advantages:</h2>
<ul class="cstm_list_disc">
<li><strong>Information Organization: </strong>Documentation management provides a structured system for organizing and categorizing information, making it easily accessible when needed.</li>
<li><strong>Efficient Retrieval: </strong>Document management systems enable quick and efficient retrieval of documents, reducing the time and effort required to find specific information</li>
<li><strong>Version Control: </strong>Documentation management systems maintain version control, ensuring that the most up-to-date document is always available and that changes are tracked.</li>
<li><strong>Collaboration: </strong>Such systems facilitate collaboration among team members, allowing multiple users to access, edit, and comment on documents in real-time.</li>
<li><strong>Document Security: </strong>Document management tools provide security features to protect sensitive information, ensuring that only authorized users can access confidential documents.</li>
<li><strong>Compliance and Auditing: </strong>These systems help organizations meet compliance requirements by maintaining a historical record of document changes and access, which is vital for audits.</li>
<li><strong>Reduced Paper Usage: </strong>Implementing electronic document management reduces the need for physical paper, contributing to cost savings and environmental sustainability.</li>
<li><strong>Remote Access: </strong>Cloud-based <a title="document management" href="https://www.orangescrum.com/">document management</a> systems allow remote access to documents, supporting remote work and enhancing business continuity.</li>
<li><strong>Search and Metadata: </strong>Users can search for documents using keywords and metadata, making it easier to locate specific information within a large document repository.</li>
<li><strong>Backup and Disaster Recovery: </strong>Document management tools typically include backup and disaster recovery features, ensuring data preservation even in the face of unforeseen events.</li>
<li><strong>Cost Savings: </strong>By streamlining document handling, reducing printing and storage costs, and improving efficiency, document management leads to significant cost savings.</li>
<li><strong>Improved Decision-Making: </strong>Access to well-organized and up-to-date information enhances decision-making processes, as decision-makers have the data they need at their fingertips.</li>
<li><strong>Knowledge Retention: </strong><a title="Document management" href="https://www.orangescrum.com/">Document management</a> helps preserve institutional knowledge by ensuring that documents are archived and accessible for future reference.</li>
<li><strong>Scalability: </strong>These systems can grow with an organization&#8217;s needs, adapting to increasing document volume and user requirements.</li>
<li><strong>Time Savings: </strong>Quick access to documents and reduced time spent on manual searches and document handling contributes to increased productivity.</li>
<li><strong>Reduced Risk: </strong>Version control and access restrictions minimize the risk of data breaches and unauthorized document alterations.</li>
</ul>
<h2>Documentation Management Tools</h2>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8789 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-2.png" alt="" width="512" height="266" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-2.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-2-300x156.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<ul class="cstm_list_disc">
<li><strong>Document Management Systems (DMS): </strong>DMS software like SharePoint, Documentum, and M-Files are designed to manage documents throughout their lifecycle. They provide version control, access control, and audit trails.</li>
<li><strong>Knowledge Management Software: </strong>Tools like Confluence and Notion are used for creating, sharing, and organizing knowledge within teams. They often include collaborative features.</li>
<li><strong>Content Management Systems (CMS): </strong>CMS platforms like WordPress and Drupal are typically used for web content management but can also handle document organization.</li>
<li><strong>Cloud Storage Solutions: </strong>Cloud storage services such as Google Drive, Dropbox, and Microsoft OneDrive offer document organization features, including folders and sharing capabilities.</li>
<li><strong>Electronic Document and Records Management Systems (EDRMS): </strong>EDRMS tools are specialized for managing electronic documents and records, often with compliance features. Examples include Laserfiche and FileNet.</li>
<li><strong>Note-Taking Apps: </strong>Apps like Evernote and OneNote are useful for capturing and organizing notes, ideas, and snippets of information.</li>
</ul>
<h2>Documentation Management Techniques</h2>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8790 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-3.png" alt="" width="512" height="288" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-3.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M5-Chapter4-3-300x169.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<ul class="cstm_list_disc">
<li><strong>Consistent Naming Conventions: </strong>Use clear and consistent naming conventions for files and folders to ensure easy retrieval.</li>
<li><strong>Version Control: </strong>Implement version control to track changes and revisions in documents. Tools like Git are valuable for this purpose.</li>
<li><strong>Metadata and Tags: </strong>Assign metadata and tags to documents for categorization and quick searchability</li>
<li><strong>Access Control: </strong>Control who can access and edit documents to maintain data security.</li>
<li><strong>Regular Auditing and Cleanup: </strong>Periodically review and clean up outdated or redundant documents to keep the database organized.</li>
<li><strong>Document Templates: </strong>Create standardized document templates to ensure consistency in formatting and content.</li>
<li><strong>Cross-Referencing: </strong>Link related documents or information for easy navigation between topics.</li>
<li><strong>Backup and Disaster Recovery: </strong>Implement regular backup procedures to prevent data loss in case of unexpected events.</li>
<li><strong>Training and Guidelines: </strong>Train team members on documentation management best practices and guidelines.</li>
<li><strong>Collaborative Editing: </strong>Use collaborative editing tools to allow multiple users to work on documents simultaneously.</li>
</ul>
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<h2 id="customBtn" class="customGPlusSignIn">Conclusion</h2>
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<p>The tools and techniques explored in this tutorial offer a roadmap for organizations and individuals to gain control over their document lifecycles, from creation to storage, retrieval, and disposal.</p>
<p>By harnessing the power of <a title="document management" href="https://www.orangescrum.com/">document management</a> tools and implementing best practices, businesses can achieve several benefits, including improved productivity, compliance with regulatory requirements, enhanced collaboration, and better decision-making.</p>
<p>Moreover, as the volume of digital information continues to grow, these tools become indispensable for ensuring data security and reducing the risk of data loss.</p>
<p>The right <a title="document management" href="https://www.orangescrum.com/">document management</a> tools and techniques empower you to focus on what truly matters &#8211; achieving your business objectives and maintaining a competitive edge.</p>
</section>


Documentation Management Tools and Techniques

<p><img decoding="async" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Scope-Scope-Creep-and-its-impact-on-Project-Delivery.webp" alt="Scope, Scope Creep &amp; its impact on Project Delivery" /></p>
<p>Project Management and Project Delivery seemingly harmless words; but can run businesses to the ground when gone wrong. It is not as simple as moving from one point to the other or setting a goal and distributing the activities among a set of people and arriving at it happily. If you are one of those Project Managers who thinks things are this simple – you are lucky!</p>
<p>Projects are complex endeavors with 100s of moving parts. Pick any project from your experiences so far and analyze. You will find elements like resources, time, budget, milestones, defined deliverables, company direction, change of stakeholders, change of stakeholder requirements, market conditions, competition, acts of nature etc. that need to be assessed and planned for.</p>
<p>You miss to account for one of them &amp; if it skews in an unwanted direction your entire project runs the risk of crumbling like a house of cards.</p>
<p>Agreed that we cannot humanely control all of these elements but definitely a few of them and mainly the critical ones –</p>
<p>Scope, Timelines &amp; Budget!</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Scope, Timelines &amp; Budget!" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Scope-Timelines-and-Budget.webp" alt="Scope, Timelines &amp; Budget!" width="775" height="379" /><figcaption>Image Source: maynardonline.net</figcaption></figure>
<p>And the most interesting thing about these 3 elements lies in the fact that they are controlled, changed and tossed around by the same set of people – most of the times.</p>
<ul>
<li>&#8211; Existing or New Stakeholders</li>
<li>&#8211; Change in stakeholder requirements</li>
<li>&#8211; Business demands</li>
<li>&#8211; Company direction etc.</li>
</ul>
<p>Let us see how any unplanned changes to these elements impact our deliverables and their quality.</p>
<p>The root of all troubles for any project lies in <strong>Scope changes or Scope Creep</strong> as commonly referred in a purely project management terminology.</p>
<h2>Understanding Scope &amp; Scope Creep</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Understanding Scope &amp; Scope Creep" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Understanding-Scope-and-Scope-Creep.webp" alt="Understanding Scope &amp; Scope Creep" width="775" height="379" /></figure>
<p>Defining and understanding Scope of a project is the most important activity in the project management life cycle. Simply, because Scope or the statement of work [SOW] is the very basis and the bible that guides your project from start to finish</p>
<p>The &#8220;single source of truth&#8221; that pervades and resolves all conflicts!</p>
<p>At the onset of a project, being a Project Manager you must spend a fair amount of time to understand:</p>
<ul>
<li>– The requirements</li>
<li>– Ask more and more questions till you are sure you understand your client and stakeholders expectations.</li>
<li>– What are the business drivers of the project</li>
<li>– What is the fundamental need of the project</li>
<li>– Why the project is being funded and prioritized as it is</li>
</ul>
<p>Once you have all the above answers, you must proceed with documenting them, circulating them among the stakeholders, decision makers to ensure they understand, agree and sign-off.</p>
<p>A point worth noting here is the documentation is to ensure everyone involved with the project knows very clearly as</p>
<ul>
<li>– What WILL be delivered</li>
<li>– What WILL NOT be delivered</li>
</ul>
<p>In addition, to this allow for a few days for your clients and executives to review and request any modifications. But at the same time do assign an &#8220;offer expires by date&#8221; to add the much needed attention &amp; focus to this binding document.</p>
<p>The expiry date triggers a very helpful chain reaction where all stakeholders become keen to ensure &#8216;their objectives&#8217; are part of the project scope. Thereby, there is increased participation, debate and Q&amp;A to further refine the end objective and project goals.</p>
<p>Do note that the increased participation also means greater stakeholder alignment which is one of the critical success factors for successful project delivery.</p>
<p>Having performed the above due-diligence, ensures that everyone understands the deliverables, the time, efforts and cost required to meet the overarching project goal.</p>
<p>So far so good! You have done everything a good project manager MUST do.</p>
<p>Now, let&#8217;s get to the devil that lies in actual practice and implementation – say hello to Scope Creep!</p>
<p><strong>Scope Creep</strong>, simply put is adding new features, altering existing requirements or changing the pre-agreed project goals. They can come in at any time and disrupt your entire project strategy because they require additional resource, time and cost which were not accounted for at the beginning.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Scope Creep" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Scope.webp" alt="Scope Creep" width="775" height="379" /><figcaption>Image Source: workingmouse.com.au</figcaption></figure>
<p>Typical scope creep come in as minor requests or major overhaul due to a change of business strategy, market demands etc. It is often noted that a seemingly harmless tweak is requested and this one tweak leads to another and another and before we realize we have already shifted away from what was originally intended!</p>
<p>And suddenly, there are <strong>delays, milestones are being missed, planned costs rise, quality is impacted and customer dissatisfaction starts pouring </strong>in.</p>
<p>&nbsp;</p>
<p>Hence, it is important to understand that no project is free of Scope Creep! They are bound to find their way in to your project. But it is also important to understand WHY?</p>
<h2>Why do I have Scope Creep?</h2>
<p>Though there are a lot of reasons that lead to Scope Creep the most important one is:</p>
<p><strong>Not having a well-defined Scope Baseline</strong></p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Not having a well-defined Scope Baseline" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Not-having-well-defined-Scope-Baseline.webp" alt="Not having a well-defined Scope Baseline" width="775" height="379" /><figcaption>                                                            Image Source: www.shoebox.md</figcaption></figure>
<p>As stated earlier, if enough effort and focus is not devoted to base lining your scope, you have setup yourself for a definitive failure. However despite of the due diligence there are other factors that contribute to a lack of proper Scope e.g.</p>
<ul>
<li>&#8211; Lack of enough clarity or information on requirements</li>
<li>&#8211; Unavailability of the right stakeholders</li>
<li>&#8211; Conflicting ideas and opinions</li>
<li>&#8211; Lack of proper and time bound feedback mechanism</li>
<li>&#8211; Promising the moon</li>
<li>&#8211; Bid to outdo the competition</li>
<li>&#8211; PM with poor leadership</li>
</ul>
<h2>Understanding the Impact of Scope Creep on Time and Budget</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Understanding the Impact of Scope Creep on Time and Budget" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Understanding-the-Impact-of-Scope-Creep-on-Time-and-Budget.webp" alt="Understanding the Impact of Scope Creep on Time and Budget" width="775" height="379" /><figcaption>                                                           Image Source: www.koombea.com</figcaption></figure>
<p>We now have a fair understanding of what is scope creep &amp; what contributes to it. So let us rightly move to explore its impact on our project, project team and reputation of our organization.</p>
<p>Consider a very relevant yet hypothetical example of a new iPhone to be launched. At the onset of the year it is decided that the next iPhone would pose a larger screen with a new exterior look. We all know it’s the WWDC in September each year without fail where the products are launched.</p>
<p>Hence all project execution and planning is done with that date in mind. Now the project kicks-off everything goes fine and suddenly there is a buzz around removing the standard headphone jack or adding a dual sim slot!</p>
<p>What do you think is the impact of these 2 feature changes? These “features” as we refer to bring with them a whole range of research, additional planning and overhauls the execution. Almost everything stops until the exterior frame is finalized. Do not forget the manufacturer involved in making these phones.</p>
<p>So the new plan goes like this – research and build ability for the iPhone to host and run the 2nd sim, remove the headphone jack and replace – replace with what??? You get the drill!</p>
<p><em>Think of this – the WWDC CANNOT be shifted; what all is at stake – Money, lots of it! Reputation – one that is hard to earn so easily and must be protected at all costs. So again – Money! Bound to meet the WWDC deadline so add resources, more and more resources.</em></p>
<p>Now, do note that we all are not Apple Inc. and consider what havoc a Scope Creep can cause to our bottom-line, company&#8217;s reputation and most importantly the confidence and moral of the project team. Demotivated soldiers have never won a war!</p>
<p>This is as seen on the surface. Just drill down a bit and imagine how a real workplace with such an activity in progress would look!</p>
<ul>
<li>&#8211; Continuous fire fighting</li>
<li>&#8211; Conflicting interests &amp; priorities</li>
<li>&#8211; Overloaded and overworked resources</li>
<li>&#8211; Rising expenses &amp; investments</li>
<li>&#8211; Dissatisfied Stakeholders</li>
<li>&#8211; Demotivated &amp; battered employees</li>
</ul>
<h2>How to protect your Project from Scope Creep?</h2>
<p>With the insights shared so far it is pretty evident of what must be done to &#8216;prevent&#8217; scope creep. But what about when you are already into it?</p>
<p>Let us take a quick look at some best practices or guidelines followed by project teams across the globe to contain scope creeps and yet maintain a high client satisfaction and project success rate.</p>
<p><strong>Invoke the Scope Baseline or SOW</strong></p>
<p>The project Scope is a Project Manager&#8217;s best friend! The most diligent of PMs live by their Scope Baseline and refer to it for the slightest of activities that may indicate a deviation from what was agreed.</p>
<p>The healthy practice of consulting the baseline proves an effective strategy in holding off pushy clients. In other words, it also reminds them of what they signed up for and puts the extra onus on them to be judicious with their requests</p>
<p><strong>Communication and Feedback</strong></p>
<p>Too much communication has never proved harmful! Make sure your clients, decision makers and each individual who has a significant stake in the project and can alter its course are fed a steady stream of progress information.</p>
<p>Define a clear communication criteria in terms of frequency of updates, means of updates (reports, meetings) and timing of these updates. This keeps your clients updated with actual status and helps ease any anxiety plus helps build their confidence and trust.</p>
<p>Also, when they know they have the right platform &amp; tools to voice their feedback or concerns they would be more vocal and mindful of the timing too to not derail steady progress.</p>
<p>Thus any conflicting or contentious issues can be proactively identified and addressed to prevent Scope Creep.</p>
<p><strong>Assess &amp; Estimate</strong></p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Assess &amp; Estimate" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Scope-Assess-and-Estimate.webp" alt="Assess &amp; Estimate" width="775" height="379" /></figure>
<p>We all know an outright rejection or denial of a client&#8217;s request isn&#8217;t advisable. And most of the times you may not be even aware of what does a scope change request entails. It might be a fairly simple ask and not impact the scope.</p>
<p>The best thing to do upon receiving an unexpected request is to respond with – &#8220;Let me assess and estimate the time and cost implications of the requested change&#8221;.</p>
<p>You will easily ward off any client personnel who is neither serious nor committed to the project with these words – assess and estimate!</p>
<p>On the other hand if they are serious, they would definitely like to take a look at your assessment and make an informed decision. And if they decide to move forward, you have an opportunity to generate additional revenue and invoke your change management process.</p>
<p>Thus, we all are happy!</p>
<p><strong>Build a strong Change Control Culture</strong></p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Build a strong Change Control Culture" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Build-strong-Change-Control-Culture.webp" alt="Build a strong Change Control Culture" width="775" height="312" /><figcaption>                                                     Image Source: www.systemation.com</figcaption></figure>
<p>The significance of a robust Change Control process cannot be emphasised enough. You should NEVER have a contract without a Change Process clause!</p>
<p>When the change is requested, there is a series of approvals that are triggered. This leads to enhanced attention on the requested changes and the required focus to decide if it is needed at all.</p>
<p>Well, it will curb scope creep is one aspect but the important thing is it leads to a good review of the original plan and assessment of</p>
<ul>
<li>&#8211; What will the impact</li>
<li>&#8211; Are we ready to accept the impact – delays, costs etc.</li>
<li>&#8211; Is there enough cost and time bandwidth</li>
<li>&#8211; Lastly will it enhance or significantly support the fundamental goal of the project</li>
</ul>
<p>Change Control culture allows you to maintain the required transparency &amp; puts you in control! Additionally it demonstrates your forward thinking and professionalism thereby a positive impact on your company’s reputation. Win-Win! Isn’t it?</p>
<p><strong>Penalties – The Silver Bullet</strong></p>
<p>Penalties are an aggressive approach deployed by the client and service providers alike to ensure both hold their end of the bargain.</p>
<p>With penalties baked into a contract ensures both parties are always diligent and never lose sight of the goal. Penalties trigger a competition, fierce at times where both strive to achieve the same goal.</p>
<p>And it goes without saying, all unwanted and impulsive requests are out of the door right away.</p>
<p>Why so?</p>
<p>Because the primary reason for undertaking a project is to make money not lose it!</p>
<p>Having said that, Penalties are a bitter pill best not enforced upon because they indicate lack of trust, obstruct innovation, impact the team’s morale &amp; rather sets us up for unwanted conflicts</p>
<p>And hence, they are not considered to be professional in nature.</p>
<p>To that effect, let us deploy the right tools as illustrated above and at our disposal to ensure that things never come this far in our projects!</p>


Scope, Scope Creep & its impact on Project Delivery

<p><img loading="lazy" decoding="async" class="aligncenter" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-1.webp" alt="Communication – Your Antidote to Project Stress" width="640" height="518" /></p>
<p style="text-align: center;"><em>Image Source: www.claromentis.com</em></p>
<article>You can never put a value on Communication or the lack of it. Simply put it is invaluable and outright precious to every sphere of your life. More so when it comes to your work and professional success.Take a quick walk down memory lane and you will find lot of those small incidents that could have turned better or changed decisions in your favour. It can be as simple as getting buy-in for your idea, saving a friendship or winning that big deal you have worked tirelessly for.</p>
<p>So what is it about communication that makes it so crucial for us irrespective of who, what and where we are?</p>
<p>From my experience, there are <strong>4 specific</strong> elements that must be attended to in all our communications.</p>
</article>
<article class="sub_article">
<h2><strong>1.</strong> What?</h2>
<p>You should be absolutely crystal clear in knowing &#8220;<strong>what is that you wish to communicate</strong>&#8220;. One must accord that extra care in segregating the emotion and the facts in your communication to ensure the point is well received. Else emotions will generate a further emotional response thereby diluting the facts &amp; defeating the very purpose of your communication.</p>
<p>It is furthermore important to be very concise and crisp with no beating around the bush and neither keying in info that can be shared at a later stage.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="What Your Antidote to Project Stress ?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-2.webp" alt="What Your Antidote to Project Stress ?" width="775" height="551" /><figcaption>Image Source: dharmaconsulting.com</figcaption></figure>
<p>Now, this is no rocket science, each one of us are aware of it, and even then one can safely say that it is overlooked 95% of the time and practiced far too less. And this is what separates the hugely successful people from the not so lucky ones!</p>
</article>
<article class="sub_article">
<h2><strong>2.</strong> Whom?</h2>
<p>The second element in your communications is to &#8220;<strong>identify &amp; understand</strong>&#8221; your audience. You must filter information based on who needs to know what and to what extent. In most cases, we fail to identifythe right people and share far too much or too less. And in both the cases you run the risk of confusing and/or alarming them. Not very helpful, is it?</p>
<p>On the other hand, knowing what to be shared is very crucial in meeting your objective in the first place. This where understanding your audience comes into play.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Whom Your Antidote to Project Stress ?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-3.webp" alt="Whom Your Antidote to Project Stress ?" width="775" height="465" /><figcaption>Image Source: geneticliteracyproject.org</figcaption></figure>
<p>A simple e.g. you cannot go to your steering committee with a list of bugs or open Change requests while presenting a project status. That is more valuable to your project team who will actually work on them. Your leadership just needs to know the bigger picture, the figures and facts, what is on track, what is causing delay and what needs their attention and help.</p>
</article>
<article class="sub_article">
<h2><strong>3.</strong> Why?</h2>
<p>Once you have taken care of the What &amp; the Whom you must very clearly indicate as to Why the information is being shared with them. What’s in it for them? It is evident from experience leadership is always over burdened with things that need their attention. Not having it called out explicitly in your communication will add to the delay and may derail your project or request altogether.</p>
<p>On the other hand, with proper action items, the recipients would be forthcoming in giving their support, buy-in or take required action in a timely manner thereby contributing to the project success.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Why Antidote to Project Stress ?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-4.webp" alt="Why Antidote to Project Stress ?" width="762" height="465" /><figcaption>Image Source: www.puntcasino.co.za</figcaption></figure>
<p>Know full well that once you miss the opportunity to garner their attention or support, you are setup for an uphill task which obviously means more time and work at your end. And in cases of urgency you may not have that luxury there by making matters worse!</p>
</article>
<article class="sub_article">
<h2><strong>4.</strong> When?</h2>
<p>You may have got all the above elements perfectly sorted, but you skew the When and you lose! As the saying goes, being at the right place at the right time! Timing is the most important element in your communication.</p>
<p>Timely communication not only sets things in motion but is also helpful in prevention of mishaps and reduces response times in crisis situations. And yes, it definitely helps in setting the right expectations thereby eliminating any cause of unpleasant surprises in the future!</p>
<p>The When is basically well understood by the proverb &#8211; Prevention is better than cure!</p>
<p>Having understood the 4 key elements in communication, let us explore the challenges &amp; strategies we can deploy to maximize benefits of optimum communication in our business and projects!</p>
</article>
<article>
<h2>Information Flow in our Projects</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="When Antidote to Project Stress ?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-5.webp" alt="When Antidote to Project Stress ?" width="775" height="359" /><figcaption>Image Source: www.incimages.com</figcaption></figure>
<p>Organizations across the world run multiple projects simultaneously involving multi departments and geographies as well. Some projects may be with in a single team and straight forward and some may be strategic in nature. Thereby, organizations have to be nimble to handle varying levels of project complexity and execution. Add to it the cultural differences or preferences that comes in with a diverse workforce.</p>
<p><strong>So, a typical communication challenges list would look like:</strong></p>
<div class="pin_point">
<p>&#8211; Emails &amp; Spreadsheets – tons of it!</p>
<p>&#8211; Remote Teams spread across geographies and time zones</p>
<p>&#8211; Use of multiple tools</p>
<p>&#8211; Communication styles and preferences</p>
<p>&#8211; Building rapport and Trust issues</p>
<p>&#8211; Getting timely updates</p>
</div>
<p>With the above glimpse of the mess we are all capable of getting ourselves into, let us take a pragmatic approach on how to turn each of these obstacles into opportunities for</p>
<div class="pin_point">
<p>&#8211; Greater project success</p>
<p>&#8211; Higher customer satisfaction</p>
<p>&#8211; Happy and energized workforce</p>
<p>&#8211; Matured organization processes</p>
<p>&#8211; And rising revenue levels</p>
</div>
</article>
<article>
<h2>Emails &amp; Spreadsheets</h2>
<p>Ah! A project manager&#8217;s eternal love Not exactly. Project Managers across organizations are synonymous to emails and spreadsheets for their project team members. It is sad but true.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Emails &amp; Spreadsheets" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-6.webp" alt="Emails &amp; Spreadsheets" width="775" height="436" /><figcaption>Image Source: i.ytimg.com</figcaption></figure>
<p>Emails and excel sheets are powerful communication tools in their own right but do not always fit in the greater scheme of project management activities. You cannot wait for emails or excel updates when you are fire-fighting or amidst major product/service release with the ever so tight deadlines right around the corner.</p>
<p><strong>Just take the following aspects of managing projects that need our utmost attention:-</strong></p>
<div class="pin_point">
<p>&#8211; Misunderstood requirements</p>
<p>&#8211; Conflict resolution</p>
<p>&#8211; Stakeholder perception or expectations</p>
<p>&#8211; Customer reviews &amp; approvals</p>
<p>&#8211; Risk mitigation</p>
</div>
<p>And imagine addressing these via emails. Not a great idea is it?</p>
<p>Each of these require beyond the edge planning, transparent and timely communication via a medium that enables real-time information sharing with all involved and most importantly one that is relied upon by one and all.</p>
<p>Emails are great for not so urgent notes, ideas and plans. Or when you have to reach a wide audience spread across various time zones. You can rely on emails for one on one conversations and discussions mainly involving confidential information.</p>
<p>Consensus building, troubleshooting and ideation cannot happen over emails and excel sheets. They require the human touch, instant collaboration and quick answers.</p>
<p>And these are the very building blocks of a successful project delivery that teams rely on collaborative software and platforms. <strong>The primary benefits being</strong>:–</p>
<div class="pin_point">
<p>&#8211; accessible from anywhere, anytime</p>
<p>&#8211; ensure the right people receive the right message at the right time</p>
<p>&#8211; no distractions &amp; focus on actual work and outputs</p>
<p>&#8211; negligible unnecessary manual efforts</p>
<p>&#8211; no scope for administrative delays</p>
</div>
</article>
<article>
<h2>Remote Teams spread across geographies and time zones</h2>
<p>Technology has reduced boundaries like never before and distances do not matter when it comes to running your business. This also means increased access to the global talent pool to build the best team possible for your projects.</p>
<p>Having remote teams is the new business order as the benefits far outweigh any perceived drawbacks.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Remote Teams spread across geographies and time zones" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-7.webp" alt="Remote Teams spread across geographies and time zones" width="750" height="400" /><figcaption>Image Source: webbaysolutions.com</figcaption></figure>
<p>A business may deploy remote teams for better work-life balance, proximity to customer locations, delivery centres or cost-effective locations in terms of labour &amp; real-estate, compliance &amp; regulatory requirements etc.</p>
<p>Now, to ensure maximum output and optimum success of the remote team model, the communication aspects must be well-addressed.</p>
<p>Time-zone lags &amp; information delays are the most common communication disruptor when it comes to delivering with remote teams at the helm. <strong>And these can be best handled by defining:-</strong></p>
<div class="pin_point">
<p>&#8211; the right communication medium</p>
<p>&#8211; communication frequency</p>
<p>&#8211; and a robust communication strategy</p>
</div>
<p>The most common strategy deployed is that of having regular checkpoint meetings at a time that is conducive to stakeholders from different time zones. &#8220;Follow the sun&#8221; is a successful and widely popular model deployed for collaborating with teams at either ends of the globe.</p>
<p>Having a business model is one thing and running that model successfully is an uphill task. Visionary Project Managers are quick to lay out</p>
<div class="pin_point">
<p>&#8211; robust task management plan</p>
<p>&#8211; plan the task start and due dates well</p>
<p>&#8211; transparent task and resource allocation</p>
<p>&#8211; clarity around the deliverables</p>
<p>&#8211; desired quality levels</p>
<p>&#8211; precise roles and responsibilities</p>
</div>
<p>With the above actions rightly executed, we move closer to strengthening our business model, deliver optimally &amp; provide a thriving environment for our teams to perform and excel. All of them with a direct positive impact on the <strong>customer happiness index</strong> and revenue.</p>
</article>
<article>
<h2>Use of multiple tools &amp; Communication styles and preferences</h2>
<p>This one is a bummer! Major project discrepancies begin when the teams start building their own &#8220;source of truth&#8221;. A highly dangerous trait that must be curbed with utmost diligence. Within no time you start seeing information silos being created that send mixed signals to the team members. And before you realize there is absolute chaos. No one knows which source to rely on, what data to trust and present.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Use of multiple tools &amp; Communication styles and preferences" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-8.webp" alt="Use of multiple tools &amp; Communication styles and preferences" width="640" height="640" /><figcaption>Image Source: www.hopkinsmedicine.org</figcaption></figure>
<p><strong>The consequences and disruption to your overall project plan and execution is just unimaginable. And the most heart burning aspects are:-</strong></p>
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<p>&#8211; You now have maybe 100s of hours of data cleansing &amp; massaging which were never part of your original effort estimates</p>
<p>&#8211; Unavoidable non-billable work</p>
<p>&#8211; Absolute waste or precious time and money</p>
<p>&#8211; Immediate resource requirements and burn</p>
<p>&#8211; Customer and Stakeholder trust at risk</p>
<p>&#8211; Most importantly a major loss of face for a Project Manager</p>
</div>
<p>Worst nightmare of any project manager ever! So how do we prevent from this data storm?</p>
<p>The foremost thing to do is have your “ground rules” established. Use your experience and knowledge of the company culture to understand what works best for the team.</p>
<p class="note_highlight"><strong>Note:</strong> nobody likes managing data, writing updates, maintaining time logs etc.</p>
<p>The idea is to provide mediums that encourage your team to be forthcoming with sharing updates preferably very precise and on time. So what must the ground rules be?</p>
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<p>&#8211; Single source of truth at all times</p>
<p>&#8211; Team&#8217;s benefits and greater good over personal preferences</p>
<p>&#8211; Grant relevant access to all project members to this source</p>
<p>&#8211; Define a frequency at which they are expected to update the source</p>
<p>&#8211; Make it as easy as possible for them to share and receive the required info</p>
<p>&#8211; Ensure each team member knows what info, format and update is expected of him</p>
</div>
<p>When you have a platform that is easy to adopt, obtaining team buy-in becomes easy. We all want to spend our time on things that we excel at, have passion for and love doing. And like it or not, giving updates is never part of the above list</p>
<p>Also, being the Project Manager, take time to understand how your teams like to communicate &amp; what is most time saving and efficient for them.</p>
<p>Help them realize the benefits of having access to the right information augurs well for them. And the fact that ambiguity can never deliver tangible outcomes or anything of business value and it is highly detrimental to the overall success of the project, the team and the business itself.</p>
</article>
<article>
<h2>Building Rapport and Customer Confidence</h2>
<p>I have saved the most important challenge at the very end of this chapter for a very simple reason that &#8220;Customer&#8221; is the North Pole, the guiding light or the very glue that ties everything we have discussed so far.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Building Rapport and Customer Confidence" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-9.webp" alt="Building Rapport and Customer Confidence" width="730" height="250" /><figcaption>Image Source: cloudfront</figcaption></figure>
<p>The business, the products, services, projects all exist because of the customer and the success of each one of these endeavours lies in the success of the customer.</p>
<p>For the Customer, <strong>success is outcomes that have business value.</strong> Independent products and services mean nothing to them. Hence, the project manager must himself have the customer’s mind set the moment he sets foot on the project.</p>
<p>It is about having a clear understanding of not only the customer&#8217;s requirements and business needs, but also the outcomes that the customer so very much desires, the vision he wants realized and the mission to be achieved.</p>
<p>Easier said than done! You need to be one with the customer in terms of articulating, helping him shape his project&#8217;s mission and finally deliver it. This needs more than the technology know how or the implementation expertise.</p>
<p>Remember that you are not the only one with these skills. There are lot of other options in the market, but the customer chose you for a reason – <strong>Alignment with his definition of value and success</strong>.</p>
<p>You have a good start now, but how do you maintain and build upon it?</p>
<p><strong>You can set a few things in motion as soon as you take the reins in your hand and build upon during the course of the project:</strong></p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Building Rapport and Customer Confidence" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter2-10.webp" alt="Building Rapport and Customer Confidence" width="750" height="313" /><figcaption>Image Source: online.king.edu</figcaption></figure>
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<p>&#8211; Define, agree and signoff on the Scope</p>
<p>&#8211; Ensure the customer is in total alignment with what you intend to deliver at the agreed timeline</p>
<p>&#8211; Have a delivery schedule in place with some acceptable buffer</p>
<p>&#8211; Invite constant feedback</p>
<p>&#8211; Keep engagement levels high with constant communication</p>
<p>&#8211; Be forthcoming in sharing the accurate info when things turn for worse</p>
<p>&#8211; Do not hide behind the contract or indulge in blame game</p>
<p>&#8211; Take full ownership of the project, its success and failure with equal gusto</p>
<p>&#8211; Steer your course and prevent the customer from deviating from his original goal and mission</p>
<p>&#8211; Have in-built buffer in your project plan to accommodate any change in their business priorities and strategy – &#8220;Show them you are in charge and in full control&#8221;</p>
<p>-Deliver as promised within budget, on-time with optimum quality</p>
</div>
<p>I know it is not an exhaustive list but one that is derived from years of hard work and experience. And if you successfully manage to follow half of it, you will have realized what many project managers still dream to achieve.</p>
<p>And yes, as I said &#8211; the list goes on, but the above points have always helped me and many of my colleagues in good stead under trying circumstances. No project comes without its own share of hiccups. Things will and always go awry once in a while and that&#8217;s why it&#8217;s fun to be a high performing Project Manager!</p>
</article>


Communication – Your Antidote to Project Stress!

Project Manager – The Dos & Don’ts!

<p><img decoding="async" class="aligncenter" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/costcontrol.webp" alt="Budgeting &amp; Cost Control" /></p>
<p style="text-align: center;"><em>Image Source: cdn.wpbeginner.com</em></p>
<article>Cost is usually one of the first questions that come up in any project. Making a project budget is an important part of any project management. Various things are there to take into consideration while calculating a budget for the project like employee cost, software expense, necessary equipment purchase, etc.Project budgets are a reflection of project work and the timing of that work. A comprehensive budget provides management with an understanding of how the budget will be utilized and expended over time for projects.</p>
<p>A report says, <strong>&#8220;55% of project managers cited budget overrun as a reason for project failure.&#8221;</strong></p>
<p>In project management terms, an S-Curve is a mathematical graph that portrays relevant cumulative data for a project such as a budget plotted against time. The reason it&#8217;s called S-Curve is that the shape of the graph forms a curve like a letter &#8220;S&#8221;.</p>
<p>The S-curve in project management is used to track the project progress. In today&#8217;s business climate, ensuring that a project is on track and on a budget is compulsory to its success.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/project-budget-profile.jpg" alt="Budgeting &amp; Cost Control" width="350" height="324" /><figcaption>Image Source: www.projectinsight.net</figcaption></figure>
<p>Budgeting and cost control involves the estimation of costs, the setting of an agreed budget, and management of actual costs against that budget.</p>
</article>
<article>
<h2><strong>What is Project Budgeting?</strong></h2>
<p>Don&#8217;t let the idea of project budgeting frighten you.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Successful-budgeting-for-project-managers.webp" alt="Budgeting &amp; Cost Control" width="775" height="604" /><figcaption>Image Source: explore.easyprojects.net</figcaption></figure>
<p>The budget for a project is the sum of costs of individual activities that the project must accomplish.</p>
<p>Budgeting is important in the development of any major business project. Without a well-planned budget, projects can scatter and be left incomplete. Budgeting is not an easy process. It provides a number of different advantages that a project manager should consider.</p>
</article>
<article>
<h2><strong>The advantages of budgeting in a business:</strong></h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/success-clipart-training-5.webp" alt="Budgeting &amp; Cost Control" width="400" height="341" /><figcaption>Image Source: newvitruvian.com</figcaption></figure>
<p><strong>Establishing Guidelines:</strong> Project budget allows you to establish the main objectives of a project. Without proper budgeting, a project may not be completed on time. It allows the project manager to know how much he can spend on any given aspect of the project.</p>
<p><strong>Cost Estimating:</strong> Once a budget is in place, the project manager can determine how much money can be spent on each component of the project. Hence it also determines what percentage of the available funds can be allocated to the remaining elements of the project. It gives the chance to decide whether or not the project can be completed in the available budget.</p>
<p><strong>Prioritizing:</strong> Another advantage of having a project budget is that it helps you to prioritize the different tasks of the project. Sometimes it might seem to be completed at once, but it doesn&#8217;t happen due to some inefficiency. A budget will allow you to prioritize which parts of the project can be completed first.</p>
<p>Before we check how the budget is developed, it&#8217;s important to understand why it&#8217;s important.</p>
</article>
<article>
<h2><strong>Why the project budget is important?</strong></h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/bestfreebudgeting.webp" alt="Budgeting &amp; Cost Control" width="707" height="239" /><figcaption>Image Source: www.tocowarranty.com</figcaption></figure>
<p><strong><em>Organizations with 80% or more of projects being completed on time and on budget waste significantly less money due to poor project performance.</em></strong></p>
<p><strong>Basically, there are 2 main reasons for which your project budget is important. These are;</strong></p>
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<p>&#8211; The approved budget is what pushes project funding. It shows stakeholders how much money is required and when it’s needed. The ability to get materials, equipment, and people when they are required is dependent on the funding provided as a result of your budget.</p>
<p>&#8211; Budgeting provides the basis for project cost control. By properly measuring the project’s actual cost against the approved budget, you can be able to determine if the project is progressing according to the plan or not.</p>
</div>
</article>
<article>
<h2><strong>Benefits of Budgeting:</strong></h2>
<p><strong><em>On average, projects go over budget by 27% of their intended cost.</em></strong></p>
<p>A carefully planned budget allows a business to track where they&#8217;re financially standing. This allows for long-term, strategic planning for everything from current operating costs to potential expansion.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/savings.webp" alt="Budgeting &amp; Cost Control" width="775" height="436" /><figcaption>Image Source: www.iggsoftware.com</figcaption></figure>
<p><strong>Other benefits include;</strong></p>
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<p>The potential to attract investors</p>
<p>The ability to set sales goals</p>
<p>The chance to open lines of credit</p>
<p>The ability to make decisions about salaries, bonuses, benefits, and overhead operating expenses</p>
<p>Easier tax preparation</p>
</div>
<p>Budgeting is important for small-business owners. Being even a little off of the track on cost projections can have a devastating effect on a small operation.</p>
</article>
<article>
<h2><strong>How to Create a Right Budget of Your Project?</strong></h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/chalkboard-piggybank.webp" alt="Budgeting &amp; Cost Control" width="775" height="516" /><figcaption>Image Source: www.quicken.com</figcaption></figure>
<p>Now you know what a project budget is actually and why it is so important. Now, you need to know how to prepare a budget for your project.</p>
<p>Most organizations have procedures, policies, and guidelines for handling cost budgeting. The first is to ensure that you are familiar with your organization’s tools and budgeting processes.</p>
<p><strong>To prepare your budget for your projects, 5 vital factors are there to take into consideration. Those factors are described below;</strong></p>
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<p>&#8211; Activity Cost Estimates</p>
<p>&#8211; Basis of Estimates</p>
<p>&#8211; Scope Baseline</p>
<p>&#8211; Project Schedule</p>
<p>&#8211; Resource Calendars</p>
</div>
<p><strong>Activity Cost Estimates:</strong></p>
<p>It is the process of accessing the possible costs to different activities involved in a particular project management strategy. It also involves controlling the costs so that a project can be completed within the estimated budget.</p>
<p>During activity cost estimation, changes to the activities may arise which can affect the cost estimate. To resolve this issue, having a cost management plan is necessary. Without this, it is difficult for projects to commence.</p>
<p><strong>Basics of Estimates:</strong></p>
<p>It is an important tool in project management. It includes project managers and estimators to calculate the total cost needed for the entire project. In short, it is a method of documenting different important aspects of the project cost estimate to eliminate the cost risk of the project.</p>
<p>It should be a clear document so that those involved in project management can be able to understand. It makes it easier for those in project management to determine the funding option, cost, cost risk, opportunities, and many others.</p>
<p><strong>Scope Baseline:</strong></p>
<p>It is a part of the project management plan and acts as the reference point through the entire project. It has several components like the project scope document, the WBS dictionary, and the WBS itself.</p>
<p>The project scope document explains the product scope descriptions, project deliverables, and acceptance criteria. WBS is the detailed description of the set of activities that are required in the project.</p>
<p><strong>Project Scheduling:</strong></p>
<p>Project scheduling is a process to communicate what tasks need to be done and which resources will be allocated. A project schedule is a document collecting all the important work needed to deliver the project on time.</p>
<p>Project schedule can be used to determine the cost budget over time. For a specified calendar period, you can combine the activity costs which is planned to determine the time-phased budget.</p>
<p><strong>Resource Calendars:</strong></p>
<p>Resource calendars will let you know which and when resources are assigned to the project. Using each rate for each resource and combining them with the project schedule, you can determine resource costs over time.</p>
<p>It refers to the specific calendar that lists all the working days as well as all the holidays that the project management team and the project manager need to utilize. So that they can be able to determine which specific resource is being used and on which dates they may be inactive.</p>
<p>So this is how you can create the right budget for your project. But after creating the right budget, the next important thing is to keep your projects in the budget.</p>
</article>
<article>
<h2><strong>How to Keep your Projects in Budget?</strong></h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/budget.webp" alt="Budgeting &amp; Cost Control" width="775" height="516" /><figcaption>Image Source: images.theconversation.com</figcaption></figure>
<p>Most of us are acquainted with budget overruns. We&#8217;ve all had those projects that end up over budget, and we are left wondering <strong>WHY!</strong> Keeping projects on the budget is extremely important for overall profitability and employee morale.</p>
<p>Here are 5 strategies to keep your projects on the budget-</p>
<p><strong>Set a realistic budget at the initial stage:</strong></p>
<p>One of the best ways to create an effective budget is to look at the expenses from past projects. If this is your first project, then review your budgets from similar projects. If you have worked with the client before, then review past budgets to determine potential hiccups.</p>
<p><strong>Avoid scope creep:</strong></p>
<p>Scope creep refers to the changes or uncontrolled growth in the scope of a project. Though it&#8217;s common to have some aspects to have a project change once it&#8217;s in progress, it&#8217;s helpful to create progress for changes and to have team skilled in this area.</p>
<p>Create a framework to discuss the changes with the client. That will definitely help project managers to keep the goal in mind. This is vital for properly budgeting your team&#8217;s time and keeping the project moving forward.</p>
<article><strong>Track resource time:</strong>In most companies, your team is your most valuable asset. Some firms don&#8217;t closely track staff hours. Without proper time tracking, it&#8217;s hard to know how profitable certain projects are.</p>
<p>With accurate time tracking you can show your client exactly how much time and effort their projects take. You can figure out if your employees are spending more time on those work which doesn&#8217;t result in a better project outcome.</p>
<p>You can extract who is working for what, and for how long, so you can adjust task schedules and keep projects running on time.</p>
<p><strong>Know your bill rates:</strong></p>
<p>Most companies can&#8217;t bill for every hour of time. Suppose your team worked 40 hours last week but only billed for 30 at the rate of $100 per hour. That means, your effective bill rate is $75 because it takes the non-billable time into account.</p>
<p>Knowing your bill rates make it easier to create accurate budgets. Hence you can get to know which resource got paid how much. Many software solutions are there which can make this process simple and easy.</p>
</article>
<article>
<h2><strong>Use project management software:</strong></h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/best-project-management-software-tools-FI.webp" alt="Budgeting &amp; Cost Control" width="775" height="357" /><figcaption>Image Source: thedigitalprojectmanager.com</figcaption></figure>
<p><strong><em>77% of high-performing projects use project management software.</em></strong></p>
<p>More than expected, PM tools are providing valuable business insights for project management. Such tools help to determine where projects are going and provide project managers with a structure they need to strategically utilize their teams.</p>
<p>Orangescrum is an innovative project management software with time tracking, task management, resource management. It is a valuable tool in tracking staff time and calculating key performance indicators, such as your effective bill rate, utilization rate, and profitability.</p>
<p>To create your project budget, simply you just sum up the estimated costs of the individual activities. This can give you the information that you need to create a cost baseline.</p>
</article>
<article>
<h2><strong>Cost Control:</strong></h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Budgeting &amp; Cost Control" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/Budgeting-cost-control.webp" alt="Budgeting &amp; Cost Control" width="775" height="548" /><figcaption>Image Source: www.fastwmssoftware.com</figcaption></figure>
<p>Cost control is the process of identifying and minimizing business expenses to increase profits. A business owner compares actual results with the expectations. If the actual cost is higher than planned, then management takes actions.</p>
<p><em>For example-</em></p>
<p>As an example, a company can obtain bids from other vendors that provide the same product or service, which can lower costs. Cost control is an important factor in maintaining and growing profitability.</p>
</article>
<article>
<h2><strong>Key Takeaways:</strong></h2>
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<p>Cost control is the practice of identifying and reducing business expenses to increase profits, and it starts with the budgeting process.</p>
<p>Cost control is an important factor in maintaining and growing profitability.</p>
<p>Outsourcing is a common method to control costs because many businesses find it cheaper to pay a third party to perform a task than to take on the work within the company.</p>
</div>
</article>
</article>


Budgeting & Cost Control

<article>Motivated people not only think about what they want to achieve, but they also give attention to processes and take actions to accomplish their goals. They frequently think about what blocks or obstacles they might encounter &amp; where they can get help.<strong>78% of a group of IT and business professionals reported that their business was not aligned with project goals.</strong></p>
<p>All project managers vary in what triggers them. Most of them are motivated by 3 primary things- the opportunity to work with other professionals, the capacity to convince the organization, and the desire to meet the objectives with task accomplishment.</p>
<p>Project success depends on each person taking responsibility for their own actions and developing appropriate change and improvement goals.</p>
<p><strong>Only 64% of projects meet their goal.</strong></p>
<p>Before you get too far into the project, you need to step back and plan the work. If you want successful project management, you need a bigger picture view of everything that needs to be done and how they can be leveraged.</p>
<p>That&#8217;s what proper goal setting and planning offers. Yes, it might slow down the start of the doing, but definitely, it can save you a ton of time in solving the flaws.</p>
<p>Read on to get everything you need to know about proper goal setting and project planning. It&#8217;s our ultimate guide to taking off your project right.</p>
</article>
<article class="sub_article">
<h2>SMART Goal Setting For Project Management</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="SMART Goal Setting For Project Management" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-1.webp" alt="SMART Goal Setting For Project Management" width="775" height="402" /><figcaption>Image Source: resources.buffiniandcompany.com</figcaption></figure>
<p>Goal setting is an essential part of project planning. Good project managers understand the importance of setting the right goal to deliver projects successfully and impress clients and stakeholders.</p>
<p>With projects getting bigger and complicated, project managers have to look beyond the general requirements, timelines, and budgets and start emphasizing on setting SMART goals.</p>
<p>Pause!</p>
<p>Before implementing SMART goals, do you know what exactly a Project Goal is?</p>
</article>
<article class="sub_article">
<h2>What is Project Goal?</h2>
<p>A project goal defines the project results. It provides a link between the project and its direct effects.</p>
<p><strong>More than 80% of managers say that their goals are limited in number, specific, and measurable.</strong></p>
<p>Poorly defined goals or goals without objectives, pushes a project into overruns, conflicts, missed milestones, territory battles, and unhappy clients.</p>
</article>
<article class="sub_article">
<h2>Why do you need to set Goals?</h2>
<p><strong>The trouble with not having a goal is that you can spend your life running up and down the field and never score.</strong></p>
<p>Ok, so this isn&#8217;t the first time you&#8217;ve heard someone talk about the importance of goals, and it’s surely not going to be the last</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Why do you need to set Goals?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-2.webp" alt="Why do you need to set Goals?" width="775" height="436" /><figcaption>Image Source: www.fueloyal.com</figcaption></figure>
<p>But apart from these things, understanding the importance of goal setting and knowing how to set goals for you is vital to accomplishing great things. Here are the top 6 major reasons why you need to set goals for yourself. So proper goal setting-</p>
<p>&#8211; Propels you forward</p>
<p>&#8211; Transforms impossible ways into possible one</p>
<p>&#8211; Helps us believe in ourselves</p>
<p>&#8211; Holds you accountable for failure</p>
<p>&#8211; Tells you what you truly want</p>
<p>&#8211; Helps us to complete our project in-time</p>
</article>
<article class="sub_article">
<h2>SMART Goals in project management:</h2>
<p>Technology is rising vigorously. Project managers are trying to figure out the best solution to succeed. Now the question arises, what type of goal should be set up? What are the guidelines to follow while creating SMART goals?</p>
<p>In project management, SMART is a term that stands for <strong>Specific, Measurable, Achievable, Realistic, and Time-bound</strong></p>
<p>It mainly refers to the criteria of setting goals and objectives in a way they can be easily achieved. The whole concept behind this is to increase effectiveness.</p>
<h5>Specific: Goals must be clearly defined</h5>
<figure><img loading="lazy" decoding="async" class="lazy" title="Goals must be clearly defined" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-3.webp" alt="Goals must be clearly defined" width="745" height="373" /><figcaption>Image Source: www.coachingpositiveperformance.com</figcaption></figure>
<p><strong>If you aim at nothing, you will hit every time.</strong></p>
<p>Imagine you have to shoot an arrow without being given a target. Where you would aim? This is a common example of what you may face without a goal or target in mind. Just like how sun rays can’t burn anything without a magnifying glass.</p>
<p>The same thing may happen in project management as well without a project goal.</p>
<p><strong>Most organizations have a 70 percent project failure rate.</strong></p>
<p>Project goals must be easy-to-comprehend and well-defined. Multiple members work in a project &amp; it&#8217;s possible that each one of them may have a different understanding of the objectives.</p>
<p>So the project goals must define the <strong>5 W&#8217;s</strong> (who, what, when, where, and why) regarding the project.</p>
<p>A clear goal can</p>
<p>&#8211; Give direction</p>
<p>&#8211; Show progress</p>
<p>&#8211; Help prioritize</p>
<p>&#8211; Kill procrastination</p>
<p>&#8211; Give motivation</p>
<h5>Measurable: Your goals must be trackable</h5>
<figure><img loading="lazy" decoding="async" class="lazy" title="Your goals must be trackable" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-4.webp" alt="Your goals must be trackable" width="745" height="409" /><figcaption>Image Source: www.lifecoachspotter.com</figcaption></figure>
<p>Establish concrete criteria for measuring progress towards the achievement of each goal you set. When you measure your progress, you reach your target dates, stay on track, and experience the success.</p>
<p>Proper measurement indicates your actual position in the progress chart and how much work is left to do.</p>
<p>Before wrapping up the day, it&#8217;s important to check the work you’ve done on that particular day as it might boost the morale of team members and encourage them to work harder</p>
<p>Project management software like that of <a title="Orangescrum" href="https://www.orangescrum.com/">Orangescrum</a> can be used to plan goals and tracking the overall project progress.</p>
<h5>Achievable: Make sure your goals are feasible</h5>
<figure><img loading="lazy" decoding="async" class="lazy" title="Make sure your goals are feasible" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-5.webp" alt="Make sure your goals are feasible" width="745" height="409" /><figcaption>Image Source: www.multymarketing.com</figcaption></figure>
<p>When you identify goals that are important to you, you start to figure out the ways you can make them come true. You develop strategies, abilities, and skills to achieve them. You can achieve almost every goal if you plan your steps wisely.</p>
<p>Goals that may have appeared far away gradually move closer and become attainable. It&#8217;s not because your goals shrink, but because you expand to match them. When you list out your goals, you build your self-image. You see your goals can be achievable and develop the attributes that help you to achieve them.</p>
<p>Similarly, every project manager should set goals that are actually feasible and respectively accepted by the team members. For a project manager, it&#8217;s helpful to have a complete idea of the strengths and weaknesses of team members. Hence, the project manager can be able to know what should be assigned to whom.</p>
<h5>Realistic: Make sure your goals are practical</h5>
<figure><img loading="lazy" decoding="async" class="lazy" title="Make sure your goals are practical" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-6.webp" alt="Make sure your goals are practical" width="700" height="700" /><figcaption>Image Source: cdn.emiratesnbd.com</figcaption></figure>
<p><strong>Only 2.5% of companies complete 100% of their projects successfully.</strong></p>
<p>A realistic goal accommodates real-life challenges and allows room for improvisation by the individuals involved. It is impossible that everyone&#8217;s focus will be on the same goal all the time. There are always other major issues needing attention. Moreover, the goal must be relevant to those who are going to work on it.</p>
<p>Setting unrealistic expectations could lead to failed projects. All the goals, milestones, and objectives included in the project should be achievable. It is vital to consider factors like resources, costs, time, and risks</p>
<p>Realistic is therefore about the feasibility of the goals. They must have the capacity, resources, and authority to get started and achieved. Your goal is probably realistic if you truly believe that it can be accomplished.</p>
<h5>Time-bound: Your goal must have a deadline</h5>
<figure><img loading="lazy" decoding="async" class="lazy" title="Your goal must have a deadline" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-7.webp" alt="Your goal must have a deadline" width="745" height="805" /><figcaption>Image Source: cdn3.vectorstock.com</figcaption></figure>
<p><strong>Organizations with 80% or more of projects being completed on time and on budget waste significantly less money due to poor project performance.</strong></p>
<p>If you have no idea what is a fair deadline to set for a goal, then I&#8217;m sure you should set one. You must prepare one to properly invest time on that particular project. Along with that, if you’re not setting up your deadline, then you can’t be able to finish your project in-time. Properly manage your resources so that deadlines won&#8217;t suffer.</p>
<p>Goal setting isn&#8217;t limited just by writing down your goals on a paper or a project management tool. Rather it also comprises multiple other practices like getting the right people on board, building an effective framework, finding high-impact initiatives, and so on.</p>
<p>So you&#8217;ve found the goals and objectives of your project. Then what’s next?</p>
<p>Build a <strong>PLAN</strong>.</p>
<p>A proper plan helps you to define the full scope of a project but it also helps you stay focused, set goals and objectives, meet deadlines, measure success and debrief the entire project.</p>
</article>
<article class="sub_article">
<h2>The Ultimate Guide to Project Planning</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="The Ultimate Guide to Project Planning" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-8.webp" alt="The Ultimate Guide to Project Planning" width="775" height="436" /><figcaption>Image Source: rumbledesignstore.com</figcaption></figure>
<h5>Specific: Goals must be clearly defined</h5>
<p>There&#8217;s a misconception that many people think- project planning and project scheduling are common. That is the list of tasks and dates that define you what to do and when.</p>
<p>But let me clarify- the schedule is a part of the project plan, but it is NOT the only part.</p>
<p>Project planning is a method for asserting how to complete a project within a specific time frame, with defined stages, and within assigned resources.</p>
<p><strong>49% of 840 federally funded projects were found to be poorly planned, poorly performing, or both.</strong></p>
<p>Project planning carries the following activities:</p>
<ul>
<li>&#8211; Setting objectives</li>
<li>&#8211; Planning the schedule</li>
<li>&#8211; Identifying deliverables</li>
<li>&#8211; Making supporting plans</li>
</ul>
<p><strong>P.S-</strong> Supporting plans include those related to- risk management, human resource, and communication methods</p>
<p>Proper project planning keeps everything running smoothly. It carries different processes like the budgeting process, change management process, what quality measure is important and so on.</p>
<h5>Why have a plan?</h5>
<figure><img loading="lazy" decoding="async" class="lazy" title="Why have a plan?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter5-9.webp" alt="Why have a plan?" width="745" height="354" /><figcaption>Image Source: trak.in</figcaption></figure>
<p>Well, think in this way- can you build a house without a plan? Well, chances are probably NOT. it sounds stupid even think of building a house without a plan. Then why to do this in business?</p>
<p><strong>&#8220;Planning is bringing the future into the present so that you can do something about it now&#8221;</strong></p>
<p>Many people don&#8217;t see the value of having a plan. But we must comprise the benefits of properly planning your projects. But we must comprise the pros of proper project planning. It&#8217;s the first step to success and without your first step, you can&#8217;t move forward.</p>
<p>Hundreds of reasons are there for proper project planning. Here, I&#8217;ve shortlisted <strong>5 common reasons why a project plan is important!</strong></p>
<ul>
<li>&#8211; Defines the scope of the project</li>
<li>&#8211; Identifies the key roles of resources</li>
<li>&#8211; Finds out challenges</li>
<li>&#8211; Helps in project estimation &amp; management</li>
<li>&#8211; Defines goals, objectives, and deadlines</li>
</ul>
<p><strong>Planning streamlines the doing.</strong></p>
<p>So follow proper project planning and keep your projects on track.</p>
<p>Suppose you&#8217;re convinced to go for the project planning. Now the next question arises, how long does it take to plan! Let&#8217;s see…</p>
<h5>How long it takes to plan?</h5>
<p>The best way to estimate how long your project planning will take is to look at similar projects which have completed before and check how long it took them to complete.</p>
<h5>The elements of project planning:</h5>
<p>A good project plan makes any project manager&#8217;s life easier. From restricting scope creep, missed goals, and over budget to minimizing frustration and stress.</p>
<p>But what exactly goes into a good project plan?</p>
<p>Include these 10 essential elements in your project plan to keep your team running smoothly and your stakeholders satisfied!</p>
<p>&#8211; Outline business and stakeholder needs</p>
<p>&#8211; List of requirements and project objectives</p>
<p>&#8211; Project scope statement</p>
<p>&#8211; List of delivery and estimated dates</p>
<p>&#8211; Detailed project schedule</p>
<p>&#8211; Risk assessment and management plan</p>
<p>&#8211; Defined roles and responsibilities</p>
<p>&#8211; Resource allocation</p>
<p>&#8211; Quality assurance or QA plan</p>
<p>&#8211; Communication plan</p>
<h5>How to create a project plan?</h5>
<p>Spend more time with your team:</p>
<p>&#8211; clarifying what you need to achieve together</p>
<p>&#8211; working out the processes you need to get there</p>
<p>&#8211; developing a plan for how you are going to take this forward</p>
<p>Ultimately, the project manager is responsible for making the project plan and while you can’t make up all the content yourself, you’ll be the one banging the keys to type it all out. Use templates where you can save time.</p>
<h5>5 Basic stages of making a project plan</h5>
<ul>
<li>&#8211; Define the direction</li>
<li>&#8211; Identify tasks and set up online tools</li>
<li>&#8211; Be fearless and link tasks</li>
<li>&#8211; Assign resources</li>
<li>&#8211; Set the baseline and monitor process</li>
</ul>
<p>Goals help people to build clear plans for what they need to achieve and how they will leverage those achievements. Without a goal, a person has no clear plan for success.</p>
<p>&nbsp;</p>
</article>


SMART Goal Setting & Project Planning

<article>Every project is managed differently. Their failure and success are totally dependent on how well the project or task is managed. It requires general management skills to keep the project under control.Since last few years, <a href="https://blog.orangescrum.com/" target="_blank" rel="noopener">Orangescrum</a> has been sharing knowledge, experience, and learning on project management through its blogs, eBooks, videos, and tutorials.</p>
<p>This chapter is a collection of Project Management Reports and Metrics along with tips and required information that you can use to make project management easier.</p>
</article>
<article class="sub_article">
<h2>What Is Project Reporting?</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="What Is Project Reporting?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-1.webp" alt="What Is Project Reporting?" width="775" height="436" /><figcaption>Image Source: blog.vidupm.com</figcaption></figure>
<p><strong>Reporting&#8230;</strong> it&#8217;s what a project manager does. No matter whether you are a travel freak or a professional learner, you must have created a report once in your life, either by hand or with reporting tools.</p>
<p>A <a href="https://blog.orangescrum.com/2018/06/new-intuitive-project-reports-orangescrum.html" target="_blank" rel="noopener">Project Management Report</a> is an overview of the current status of the project. It is a record of the state of a project at a given time.</p>
<p>According to the size and complexity of your project, the project report may be required weekly or monthly. This report is provided to all stakeholders to keep them up to date on the project progress.</p>
<p>It is the use of formal and informal reports to communicate the status of your project. It is an effective way to manage expectations from your stakeholders and team members as well as provide the scope, time and budget for your project.</p>
<p>Project reports may not seem the most glamorous part of your job, but they have the power to ensure whether or not projects finish according to the plan.</p>
</article>
<article class="sub_article">
<h2>Why Project Reporting Is Important?</h2>
<p>The project report is a way in which you can communicate with your stakeholders and team members. Whether it&#8217;s done weekly or daily, you get a quick and easy way to keep team members focused on the goal. Ultimately, it results in less micromanagement and interruption.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Why Project Reporting Is Important?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-2.webp" alt="Why Project Reporting Is Important?" width="775" height="449" /><figcaption>Image Source: stitcherads.com</figcaption></figure>
<p>Most of the project managers see project reporting as a little more than a box-ticketing exercise. They know, they need to create a report. They know the fact that they have to tell customers and stakeholders about delays, progress, spend, and any issues that have arisen.</p>
<p>It is an important cornerstone for setting up an enterprise. It is a business plan to convert a business idea into a productive venture. The significance of a project report is as follows;</p>
<ul class="parent_list_ul">
<li>
<h5>Serves as a Master Plan:</h5>
<p>For successful management, effective planning is absolutely essential. A project report serves as a business plan indicating the objectives or goals of the enterprise &amp; states in detail how these objectives are going to be achieved at various stages of the enterprise.</li>
<li>
<h5>Provides Roadmap:</h5>
<p>A project report is like a road map. It describes the direction in which the enterprise should go &amp; how to reach the goal. Without well-defined goals and methods as mentioned in the report, most enterprises land in troubled waters and struggle on the rocks of hard times.</li>
<li>
<h5>Shows Feasibility:</h5>
<p>A project report also shows the feasibility of the project and the possibility of achieving profit. Whether a project is feasible from different angles such as financial, commercial, social, etc. can be determined while preparing a project report.</li>
<li>
<h5>Real-Time Tracking:</h5>
<figure><img loading="lazy" decoding="async" class="lazy" title="Real-Time Tracking" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-3.webp" alt="Real-Time Tracking" width="745" height="419" /><figcaption>Image Source: www.trustradius.com</figcaption></figure>
<p>Despite the name, project reports highlight so much more than just the amount of time you spent on a project or task. They keep clients up to date with real-time data and improve communication. Reporting allows you, your team, and stakeholders to track the current project progress against the original plan. Through reports, you can track tasks, issues, risks, budget, and overall project health.</li>
<li>
<h5>Helps in Decision Making:</h5>
<p>Important decisions have to be made at various project stages and they can be taken with the help of a project report. Anticipated issues can be highlighted for discussions &amp; decisions can be taken for the required course correction. It also allows for timely review of key open items.</li>
<li>
<h5>Assess Profitability:</h5>
<p>Project report helps assess if the CAPEX and OPEX are in-sync with the expected profitability of the proposed project. You can quickly gauge the planned vs. actual time and cost to decide if it’s still a profitable venture.</li>
<li>
<h5>Improves Visibility:</h5>
<p>Visibility is the most important aspect of project reporting. You gain complete insight into your project performance, whether it&#8217;s on schedule, within budget &amp; are the risks under control etc.</li>
<li>
<h5>Evaluates Organizational Goals:</h5>
<figure><img loading="lazy" decoding="async" class="lazy" title="Evaluates Organizational Goals" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-4.webp" alt="Real-Time Tracking" width="745" height="465" /><figcaption>Image Source: content.thriveglobal.com</figcaption></figure>
<p>A project report helps to evaluate the organization objectives, to what extent they are achievable. For this purpose, an entrepreneur is expected to consider the input data, analyze the data, predict outcomes, choose the best alternatives, take action, measure results with predictions. It also helps to quantify the objectives. It makes them measurable, tangible, attainable, and verifiable.</li>
<li>
<h5>Provides Better Customer Experience:</h5>
<p>Being professional, reliable, and transparent can lead customers to trust your brand more. And project reporting is a vital part of this overall customer experience. If your project report is clear, compressive, and easy to understand, then it can build confidence in you and your professionalism. It is a key to maintain a strong relationship.</li>
<li>
<h5>Provides Control on Overall Project:</h5>
<p>Reporting puts you in control of your project. It allows you to see the progress, stagnation, or regress of certain elements, how team members are performing, and the quality of work completed.</li>
<li>
<h5>Drives Project Success:</h5>
<p>If there&#8217;s an element of your project that requires reporting, people report on it. If there’s an element that doesn’t, people obviously don’t. The knock-on effect? That neglected part of your project falls by the wayside and you and your team are not working as efficiently as you could be.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Drives Project Success" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-5.webp" alt="Drives Project Success" width="495" height="400" /><figcaption>Image Source: mastergolflivestream.com</figcaption></figure>
</li>
</ul>
</article>
<article class="sub_article">
<h2>Types of Project Management Reports:</h2>
<p>Project reporting is not only communicating with your team and stakeholders about the latest project updates. You can also use project reports to reduce risk, monitor timeliness &amp; budget, and build accurate project plans.</p>
<p>Here are a few project reports you might find useful:</p>
<ul class="cstm_list_line">
<li>Status report</li>
<li>Time tracking report</li>
<li><a href="https://blog.orangescrum.com/2018/12/how-does-resource-utilization-help-to-improve-business-performance.html" target="_blank" rel="noopener">Resource Availability &amp; Utilization</a> report</li>
<li>Risk assessment</li>
<li>Baseline reports</li>
</ul>
<ul class="parent_list_ul">
<li>
<h5>Status Report:</h5>
<p>A weekly status report is an easy way to keep your team and stakeholders informed about the project progress. This report provides detailed information about the project like which task is completed, which is about to complete, which resource is assigned to what task, what are the risks, and budget status.</li>
<li>
<h5>Time Tracking Report:</h5>
<p>A time tracking report shows how much time your team is actually spending on project tasks. This helps you to identify the potential budget shortfall before they occur and provides valuable insight for future project estimates.</li>
<li>
<h5>Resource Availability &amp; Utilization Report:</h5>
<p>A time tracking report shows how much time your team is actually spending on project tasks. This helps you to identify the potential budget shortfall before they occur and provides valuable insight for future project estimates.</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Resource Availability &amp; Utilization Report" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-6.webp" alt="Resource Availability &amp; Utilization Report" width="745" height="566" /><figcaption>Image Source: https://i0.wp.com/www.sbuyze.com</figcaption></figure>
<p>If you want to build a perfect project plan, then you need to know what resources are available to get the task/project done. Availability shows how the tasks and activities are assigned across the project team &amp; to avoid resource overloading.</p>
<p>At the same time Resource Utilization shows how your resources performed w.r.t their assigned tasks, schedule and estimates. A combination of the two helps you in effective resource planning and tracking the estimated vs. actual effort burndown.</li>
<li>
<h5>Risk Assessment:</h5>
<p>A risk assessment enables you to identify and categorize project risks based on their severity. According to that you can prioritize issues and solve them before it wrecks your project success.</li>
<li>
<h5>Baseline Report:</h5>
<p>This report compares your estimated timeline with your spent timeline. So that you can know the flaws of your past. It shows how the changes and delays affect the overall project timeline.</p>
<p>For many PMOs and resource managers, project reporting is seen as an essential activity, yet one which offers little value. We know we need to do it to keep customers and stakeholders up to date, yet it’s something that no one enjoys doing, and something we usually expend the bare minimum of energy on.</p>
<p>However, by taking a different perspective on project reporting, we can see just how important professional, transparent progress reports can be. And a good project management tool can help to do the same.</li>
</ul>
</article>
<article class="sub_article">
<h2>How Project Management Tools Can Help?</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="How Project Management Tools Can Help?" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-7.webp" alt="How Project Management Tools Can Help?" width="300" height="169" /><figcaption>Image Source: project-management.com</figcaption></figure>
<p>An online <a href="https://www.orangescrum.com/">PM tool</a> can improve the report building process. You can generate reports easily and quickly. Along with that, you can also monitor your team&#8217;s progress throughout the project.</p>
<p><a href="https://blog.orangescrum.com/2019/05/4-reasons-why-entrepreneurs-should-use-project-management-software.html" target="_blank" rel="noopener">Cloud-based PM tools</a> collect data in real-time. When your team updates their timesheet or status, that information is fed instantly into the tool. So that you can get an accurate picture of the project.</p>
<p>PM software has made the project report creation easier. In just one click, you can create a project report. Get data from project status, tasks, timesheets, expenses or other project metrics. You can simply pick the data you want and with a single click, you can get the project report ready.</p>
<article class="sub_article"><a href="https://blog.orangescrum.com/2018/09/why-you-should-invest-in-project-management-software.html" target="_blank" rel="noopener">Easy customization can be done with PM tools</a>. Your PM tool can gather various metrics and probably you don&#8217;t want everything. You can get those data which are required just by applying relevant filters.</article>
<article class="sub_article">
<h2>Metrics In Project Management:</h2>
<p>If you want to track the progress of a project team, then Project Metrics are important. Project metrics include budget performance, project progress, safety, and others. By definition, a metric is any type of measurement which is used to measure some quantifiable component of performance. It can be collected through various observations such as the number of days late, or the number of defects found. When it is used in a monitoring system to assess a project, a Metric is called as an Indicator, or a Key Performance Indicator (KPI).</p>
<figure><img loading="lazy" decoding="async" class="lazy" title="Metrics In Project Management" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-8.webp" alt="Metrics In Project Management" width="403" height="303" /><figcaption>Image Source: programsuccess.files.wordpress.com</figcaption></figure>
<p>So in short, Project Management Metrics is a way to measure the success (or performance) of a project.</p>
<p>Project Metrics can be categorized into 3 main categories such as;</p>
<ul class="cstm_list_line">
<li>Pure project management measurements</li>
<li>Indicators of project success</li>
<li>Indicators of business success</li>
</ul>
</article>
<article class="sub_article">
<h2>What Do PM Metrics Measure?</h2>
<p>As we mentioned earlier, metrics are used to determine the success of the project. But how do we actually measure success?</p>
<p>Answer the following questions can help you to measure how successful your project might be;</p>
<ul class="cstm_list_line">
<li>How well your project is doing with time? (i:e- is the project meeting the planned time frame?)</li>
<li>How the project is meeting its budget? (i:e- is your project going over the planned budget?)</li>
<li>How is the project utilizing resources? (i:e- how many hours and employees are being utilized to complete the project?)</li>
<li>How well the project is meeting the scope? (i:e- how many changes have been requested and how many of them have been implemented?)</li>
</ul>
</article>
<article class="sub_article">
<h2>Key Requirements and Challenges of PM Metrics:</h2>
<ul class="parent_list_ul">
<li>
<h5>Project Management Metrics help us to:</h5>
<ul class="cstm_list_line">
<li>Measure and understand the maturity of the IS organization</li>
<li>Manage projects and resources more efficiently</li>
<li>Improve project performance year-over-year</li>
</ul>
</li>
<li>
<h5>All metrics should be:</h5>
<ul class="cstm_list_line">
<li>Simple and make sense for the organization</li>
<li>Measurable with clarity</li>
<li>Traceable and supported by real data</li>
</ul>
</li>
</ul>
</article>
<article class="sub_article">
<h2>Key Requirements:</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Key Requirements" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-9.webp" alt="Key Requirements" width="775" height="366" /><figcaption>Image Source: s9347.pcdn.co</figcaption></figure>
<p>There are certain key requirements for the measurement of project management metrics:</p>
<ul class="cstm_list_line">
<li>Repeatable and sustainable project management processes</li>
<li>Data collection using a project management tool</li>
<li>A performance baseline</li>
<li>Clear communication of metrics, baseline, and any subsequent changes to metrics or the data collection process</li>
<li>Avoid repetitive metrics</li>
</ul>
</article>
<article class="sub_article">
<h2>Challenges:</h2>
<figure><img loading="lazy" decoding="async" class="lazy" title="Challenges" src="https://www.orangescrum.com/img/home_outer/tutorial/webp/m2-Chapter6-10.webp" alt="Challenges" width="700" height="300" /><figcaption>Image Source: d2o2utebsixu4k.cloudfront.net</figcaption></figure>
<p>Project management metrics implementation may face some challenges that need to be handled with proper processes and controls:</p>
<ul class="cstm_list_line">
<li>Initial figures may go down as process compliance improves</li>
<li>If the base data changes, the metrics change and have to be recalculated</li>
<li>People may not pay much attention to metrics unless it impacts them individually</li>
<li>When multiple deliverables are involved, people don&#8217;t want to set baseline until all requirements are defined</li>
<li>Certain projects pose unique challenges such as requirements/analysis projects, as-time-permits projects, and internal maintenance projects</li>
</ul>
<p>Different project management metrics can be defined based on a project’s objective and complexity.</p>
</article>
<article class="sub_article">
<h2>Conclusion:</h2>
<p>Project Reporting isn’t just Box-ticking expertise. It’s much more than that. They keep the lines of communication open with clients, allowing you to resolve issues before they arise. Project reporting means you are covered if a client ever questions delays in progress or even threatens you. And, reporting means your customers see you as a reliable and professional partner.</p>
<p>By providing great project reports, you’re doing a lot more than just ticking boxes. You’re taking project management to the next level.</p>
<p>Consistent, project management metrics tracking helps project managers gain greater control over the projects and better odds for success. Organizations gain insights into which initiatives are successful and which ones need finer tuning. This can also allow time to make improvements for future projects. Finally, implementing project management metrics can build historical data to help improve future planning, and allow for comparisons.</p>
</article>
</article>


Project Management Reporting & Metrics

<section class="banner">
<h1>Understanding the Significance of Stakeholder Engagement</h1>
</section>
<section class="cont_wrap ">Stakeholder management and mapping play pivotal roles in the successful execution of projects. Stakeholder management involves identifying, analyzing, and prioritizing individuals or groups who can significantly impact or be impacted by a project.</section>
<section><img loading="lazy" decoding="async" class="size-full wp-image-8854 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-1.png" alt="" width="512" height="512" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-1.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-1-300x300.png 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-1-150x150.png 150w" sizes="auto, (max-width: 512px) 100vw, 512px" /></section>
<section class="cont_wrap ">
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<p><strong>1. Support and Buy-In: </strong>Engaged stakeholders are more likely to support the project&#8217;s goals and provide necessary resources. Their buy-in can significantly impact a project&#8217;s success.</p>
<p><strong>2. Risk Mitigation: </strong>Engaging stakeholders helps identify potential issues early, allowing project teams to proactively address them. This mitigates risks and prevents roadblocks.</p>
<p><strong>3. Better Decision-Making </strong>Stakeholders often possess valuable insights and expertise. Involving them in decision-making can lead to better project outcomes and innovative solutions.</p>
<p><strong>4. Resource Allocation: </strong>Engaging stakeholders efficiently allocates resources, ensuring that efforts are focused where they are most needed.</p>
<p><strong>5. Enhanced Communication: </strong>Transparent and open communication fosters trust, reduces misunderstandings, and ensures alignment with project goals.</p>
<h2>Key Stakeholder Engagement Strategies</h2>
<p>Effective stakeholder engagement is a multifaceted process. Here are some strategies to help you build strong partnerships with your stakeholders:</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8855 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-2.png" alt="" width="512" height="288" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-2.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-2-300x169.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p><strong>1. Identify and Prioritize Stakeholders: </strong>Begin by identifying all potential stakeholders and categorizing them based on their influence and interest in the project. Prioritize engagement efforts for high-impact stakeholders.</p>
<p><strong>2. Tailor Communication: </strong>Customize your communication approach for different stakeholder groups. Understand their preferences, needs, and expectations to craft messages that resonate with them.</p>
<p><strong>3. Regular Updates: </strong>Maintain open and regular communication with stakeholders. Provide updates on project progress, milestones, and any changes that may affect them.</p>
<p><strong>4. Two-Way Communication: </strong>Encourage feedback and active participation from stakeholders. Listen to their concerns, ideas, and suggestions. Create a feedback loop that allows stakeholders to feel heard and valued.</p>
<p><strong>5. Engagement Plans: </strong>Develop individual stakeholder engagement plans that outline the specific strategies and tactics for each stakeholder group. This ensures that engagement efforts are targeted and effective.</p>
<p><strong>6. Relationship Building: </strong>Cultivate positive relationships with stakeholders. Building trust and rapport can lead to increased support and cooperation.</p>
<p><strong>7. Conflict Resolution: </strong>Address conflicts or disagreements promptly and professionally. Have mechanisms in place for resolving disputes and reaching mutually beneficial solutions.</p>
<p><strong>8. Expect the Unexpected: </strong>Be prepared for unexpected challenges and changes. Flexibility in engagement strategies can help adapt to evolving stakeholder needs and project conditions.</p>
<h2>Tips for Implementing Stakeholder Engagement Strategies</h2>
<p>Implementing stakeholder engagement strategies requires a thoughtful and proactive approach:</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8856 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-3.png" alt="" width="512" height="384" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-3.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter3-3-300x225.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p><strong>1. Start Early: </strong>Begin stakeholder engagement at the project&#8217;s inception. Early involvement allows stakeholders to influence project objectives and reduces resistance later.</p>
<p><strong>2. Stay Consistent: </strong>Maintain a consistent level of engagement throughout the project. Sudden lapses in communication can erode trust.</p>
<p><strong>3. Be Transparent: </strong>Be honest and transparent with stakeholders, even when delivering difficult news. Trust is built on transparency.</p>
<p><strong>4. Use Technology: </strong>Leverage project management software and communication tools to streamline engagement efforts and ensure that stakeholders have access to relevant information.</p>
<p><strong>5. Evaluate and Adjust: </strong>Continuously assess the effectiveness of your engagement strategies. Adjust them as needed to address changing stakeholder dynamics or project requirements.</p>
<p>Recognizing and valuing the significance of stakeholder engagement is paramount in the journey of any software company. The multifaceted nature of content creation, encompassing blogs, articles, social media, and web materials, necessitates a nuanced understanding of diverse perspectives.</p>
<p>By actively engaging with stakeholders, a company can harness their insights, expectations, and concerns, weaving them into the fabric of its decision-making processes.</p>
<p>This not only fosters collaboration but also ensures that the content produced resonates with the target audience. In an industry marked by rapid advancements, the enduring success of a software company hinges on its ability to cultivate meaningful relationships with stakeholders, leveraging their input for innovation, growth, and sustained excellence.</p>
</section>


Significance of Stakeholder Engagement

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<h1>Stakeholder Analysis and Mapping</h1>
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<section class="cont_wrap ">Stakeholder management and mapping play pivotal roles in the successful execution of projects. Stakeholder management involves identifying, analyzing, and prioritizing individuals or groups who can significantly impact or be impacted by a project.Concurrently, stakeholder mapping provides a visual representation of these key players and their relationships, aiding in strategic decision-making. In this context, where content creation is paramount, integrating stakeholder perspectives ensures that the produced blogs, articles, social media content, and web materials resonate with the intended audience.</p>
<h2>The Significance of Stakeholder Analysis and Mapping</h2>
<p>Stakeholder analysis is the process of identifying, prioritizing, and understanding the interests, expectations, and concerns of stakeholders involved in a project. Its significance cannot be overstated, as it serves several crucial purposes:</p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8832 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-1.png" alt="" width="512" height="288" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-1.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-1-300x169.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p><strong>1. Enhanced Decision-Making: </strong>Stakeholder analysis provides project managers and teams with valuable insights into the needs and perspectives of stakeholders. This, in turn, informs decision-making, helping project managers make choices that align with stakeholder expectations and project goals.</p>
<p><strong>2. Risk Mitigation: </strong>Identifying potential sources of resistance or opposition among stakeholders early on allows project managers to proactively address concerns. This helps mitigate risks and prevents potential roadblocks that can derail a project.</p>
<p><strong>3. Resource Allocation: </strong>Understanding the influence and importance of various stakeholders aids in resource allocation. It helps allocate time, effort, and resources to engaging and managing stakeholders according to their significance to the project.</p>
<p><strong>4. Improved Communication: </strong>Effective stakeholder analysis facilitates better communication strategies. It helps tailor messages and engagement approaches to resonate with specific stakeholder groups, ensuring the right information reaches the right people.</p>
<p><strong>5. Alignment with Objectives: </strong>By aligning project objectives with stakeholder interests, project managers can increase the likelihood of achieving project success. This alignment fosters support and collaboration from key stakeholders.</p>
<h2>The Stakeholder Analysis Process</h2>
<p>Now, let&#8217;s explore the step-by-step process of conducting a stakeholder analysis:</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8833 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-2.png" alt="" width="512" height="384" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-2.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-2-300x225.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p><strong>1. Identify Stakeholders: </strong>Begin by compiling a list of all potential stakeholders. This can include internal and external parties such as team members, clients, suppliers, regulatory bodies, and community groups.</p>
<p><strong>2. Categorize Stakeholders: </strong>Group stakeholders based on their level of interest in the project and their influence on project outcomes. This categorization helps prioritize engagement efforts.</p>
<p><strong>3.Assess Stakeholder Interests: </strong>Analyze each stakeholder&#8217;s interests, expectations, and concerns. Consider how the project may impact them positively or negatively.</p>
<p><strong>4. Map Stakeholders: </strong>Create a stakeholder map or matrix, placing stakeholders in the appropriate quadrant based on their interest and influence. This visual representation guides engagement strategies.</p>
<p><strong>5. Develop Engagement Strategies: </strong>Tailor communication and engagement strategies for each stakeholder group. Determine the frequency, channels, and content of communication to address their needs effectively.</p>
<p><strong>6.Execute and Review: </strong>Implement the engagement strategies and continuously assess stakeholder sentiments throughout the project lifecycle. Adjust strategies as needed to maintain stakeholder support.</p>
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<p>Embracing stakeholder analysis and mapping offers a myriad of benefits to project management:</p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-8841 size-full" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-3.png" alt="" width="512" height="384" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-3.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter1-3-300x225.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p><strong>1. Enhanced Project Success: </strong>Projects that prioritize stakeholder engagement are more likely to succeed as they gain support, reduce conflicts, and navigate obstacles effectively.</p>
<p><strong>2. Improved Communication: </strong>Tailoring communication to stakeholder needs fosters transparency and trust, resulting in smoother project execution.</p>
<p><strong>3. Risk Mitigation: </strong>Identifying potential issues and addressing them early helps prevent major disruptions and costly delays</p>
<p><strong>4. Resource Efficiency: </strong>Targeting engagement efforts efficiently allocates resources to where they are most needed, optimizing project performance.</p>
<p><strong>5. Stakeholder Satisfaction: </strong>Meeting stakeholder expectations can lead to higher satisfaction levels, potentially leading to future collaboration or positive recommendations.</p>
<p>In the dynamic landscape of project management, stakeholder management and mapping emerge as indispensable tools for a software company catering to customers.</p>
<p>By acknowledging and incorporating the diverse needs and expectations of stakeholders, the content produced becomes more targeted and impactful. A well-executed stakeholder management strategy fosters collaboration, mitigates risks, and enhances overall project success.</p>
<p>As this software company continues to navigate the intricacies of content creation, integrating stakeholder insights into the fabric of project management practices will undoubtedly contribute to sustained growth and customer satisfaction in the competitive market.</p>
</section>


Stakeholder Analysis and Mapping

<section class="banner">
<h1>Creating Effective Stakeholder Communication Plans</h1>
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<section class="cont_wrap ">In the dynamic landscape of software development, where a multitude of voices shape the trajectory of projects, creating effective stakeholder communication plans is paramount.A well-crafted communication plan not only facilitates the seamless exchange of information but also ensures that the produced content, including blogs, articles, social media, and web materials, aligns with the diverse perspectives of stakeholders.This introduction delves into the significance of developing communication strategies that resonate with the target audience and enhance project outcomes.</p>
<h2>Understanding the Role of Stakeholder Communication Plans</h2>
<p>Before diving into the mechanics of crafting an effective stakeholder communication plan, let&#8217;s examine why they are so crucial:</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8847 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-1.png" alt="" width="512" height="512" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-1.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-1-300x300.png 300w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-1-150x150.png 150w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p><strong>1. Clarity and Consistency: </strong>Effective communication plans ensure that stakeholders receive clear, consistent, and timely information about the project. This minimizes misunderstandings and confusion, keeping everyone on the same page.</p>
<p><strong>2. Engagement and Buy-In: </strong>Regular and meaningful communication fosters stakeholder engagement and buy-in. When stakeholders feel involved and informed, they are more likely to support the project and provide valuable input.</p>
<p><strong>3. Issue Resolution: </strong>A well-crafted communication plan includes mechanisms for addressing stakeholder concerns and issues promptly. This proactive approach prevents problems from escalating and derailing the project.</p>
<p><strong>4. Risk Mitigation: </strong>Effective communication helps identify potential risks early, allowing project teams to mitigate them before they become significant obstacles</p>
<p><strong>5. Resource Optimization: </strong>By tailoring communication to the needs of specific stakeholder groups, communication plans optimize resource allocation. This ensures that efforts are focused where they matter most.</p>
<h2>Components of an Effective Stakeholder Communication Plan</h2>
<p>Creating an effective stakeholder communication plan involves several key components:</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8848 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-2.png" alt="" width="512" height="384" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-2.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-2-300x225.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p><strong>1. Stakeholder Identification: </strong>Begin by identifying all potential stakeholders. Categorize them into primary (high influence and interest), secondary (high influence or interest), and tertiary (low influence and interest) groups.</p>
<p><strong>2. Communication Objectives: </strong>Clearly define the objectives of your communication plan. What do you aim to achieve through stakeholder communication? Whether it&#8217;s disseminating project updates, addressing concerns, or seeking feedback, setting clear goals is essential.</p>
<p><strong>3. Message Development: </strong>Craft tailored messages for each stakeholder group. Messages should be clear, concise, and relevant to the recipients&#8217; interests and needs.</p>
<p><strong>4. Communication Channels: </strong>Determine the most effective communication channels for reaching each stakeholder group. This could include emails, meetings, reports, project management software, or even social media platforms.</p>
<p><strong>5. Frequency and Timing: </strong>Specify how often communication will occur and the timing of updates. Different stakeholder groups may require different communication frequencies.</p>
<p><strong>6. Responsibilities: </strong>Clearly outline who is responsible for communicating with each stakeholder group. Designate roles and responsibilities to ensure accountability.</p>
<p><strong>7. Feedback Mechanisms: </strong>Incorporate mechanisms for stakeholders to provide feedback or seek clarification. This encourages two-way communication and engagement.</p>
<p><strong>8. Issue Escalation: </strong>Establish procedures for addressing issues or concerns raised by stakeholders. Define the chain of command and responsibilities for resolving disputes or problems.</p>
<p><strong>9. Monitoring and Evaluation: </strong>Regularly assess the effectiveness of your communication plan. Are stakeholders receiving and understanding the information? Adjust your plan as needed to improve outcomes.</p>
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<p>To create an effective stakeholder communication plan, follow these steps:</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-8850 aligncenter" src="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-3.png" alt="" width="512" height="288" srcset="https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-3.png 512w, https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/M6-Chapter2-3-300x169.png 300w" sizes="auto, (max-width: 512px) 100vw, 512px" /></p>
<p><strong>1. Identify Stakeholders: </strong>List all potential stakeholders, considering their interests and influence on the project.</p>
<p><strong>2. Prioritize Stakeholders: </strong>Categorize stakeholders into primary, secondary, and tertiary groups based on their significance.</p>
<p><strong>3. Set Communication Objectives: </strong>Clearly define what you want to achieve through stakeholder communication.</p>
<p><strong>4. Craft Messages: </strong>Develop tailored messages that resonate with each stakeholder group.</p>
<p><strong>5. Select Communication Channels: </strong>Choose appropriate channels for delivering messages to each group.</p>
<p><strong>6. Determine Frequency and Timing: </strong>Specify how often and when communication will occur.</p>
<p><strong>7. Assign Responsibilities: </strong>Define who is responsible for communicating with each stakeholder group.</p>
<p><strong>8. Incorporate Feedback and Issue Resolution: </strong>Include mechanisms for stakeholders to provide feedback and resolve issues.</p>
<p><strong>9. Monitor and Adjust: </strong>Continuously evaluate the effectiveness of your plan and make adjustments as necessary.</p>
<p>In the realm of content creation for the market, the importance of effective stakeholder communication plans cannot be overstated. As this software company navigates the intricacies of producing blogs, articles, and web content, a strategic approach to engaging stakeholders becomes a linchpin for success.</p>
<p>A thoughtfully designed communication plan fosters transparency, builds trust, and enables a harmonious collaboration between the software development team and its clientele.</p>
<p>By prioritizing stakeholder communication, the company not only ensures the relevance of its content but also positions itself for sustained growth and positive customer relationships in the ever-evolving landscape of the software industry.</p>
</section>


Stakeholder Communication Plans

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Create and send invoices. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/notepad-text-1.svg

Manage budgets, costs, and invoices effortlessly.

Set roles and permissions. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/users-2.svg

Control access and safeguard data with defined roles.

Download our free guides. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/book-open-text.svg

Get latest Orangescrum updates. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/notebook-text-1.svg

Get help from our team. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/hand-helping-1.svg

Read tips, insights, and strategies. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/notebook-pen.svg

See how real teams use Orangescrum. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/file-badge.svg

Watch product walkthroughs. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/square-play.svg

Learn steps to use Orangescrum. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/circle-play.svg

Customers who trust Orangescrum. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/users-round-2.svg

Why it is smarter to buy than build. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/hand-coins.svg

Sharpen your project management skills. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/graduation-cap-1.svg

Explore career opportunities with us. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/08/user-round-search.svg

Get ready-to-use project templates. | https://api-osmarketing.andolasoft.co.in/wp-content/uploads/2025/09/layout-template-1.svg

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PM tutorials is a collection of Project Management lessons, basics, advice with in-depth coverage, illustrations and analysis for you and your smart teams.

Master the Project Management Basics

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