Corner Office

Corner Office - Available Now

San Francisco
(Financial District), CA

100 Pine Street Suite 1250
San Francisco, CA 94111

by Townes Haas
9/17/2014 10:17:37 AM

How to Create a Project Management Process

Small businesses often live in a state of ‘organized’ chaos. Processes are can get thrown out the window in favor of trying to get as many tasks done as possible - and hope that projects will be delivered on time. It can be difficult for managers to slow down for a moment or two to put together and follow a project management process. Yet, an effective process can ensure that projects are consistently delivered on time and within budget.

Many new entrepreneurs lack project management experience and are unsure how to initiate a plan. Most businesses, however, don’t know how to put together a project management process. Here are some tips to creating a successful process.

1. Have Goals in Place: Objectives for the project should be established from the start. What are the goals for the project? What is the project designed to achieve? Have these goals been adequately communicated to the whole team?

2. Establish the Roles: Roles on a project may change from project to project, but the major three roles are project manager, project sponsor and stakeholders. A stakeholder is basically anyone who has an interest in the project, and these people are updated via the sponsor. The project sponsor takes an active role in the project and usually has approval authority. The project manager is the person actually responsible for the day-to-day running of the project.

3. Determine the Major Phases: Each project has several phases. When a phase is completed, it signals that it’s time to move on to the next phase and so forth. Phases ensure that no none of the critical steps to the project are missed. Generally, these are broken up like this:

  • a. Strategy and business case: This phase defines the business requirements and methodology for meeting those requirements. At this time it is important for project managers to evaluate the progress and determine if project goals can be achieved within the required timeframe and budget.
  • b. Definition and planning: This phase involves putting together the project plan or scope and laying out all work that needs to be done. Teams should also review resources and project requirements to determine if additional resources are needed. Team members should be identified and the project initiation document created.
  • c. Launch: Team members are given roles and responsibilities.
  • d. Development and Testing: Major parts of the project are created and tested as necessary.
  • e. Monitoring: Throughout the phases, the project manager will check to see if the project is progressing as planned. If not, the project manager may have to add resources or manipulate timelines.
  • f. Project close: Once the project is delivered and approved by the client, documentation about the project must be completed and stored. The project should be reviewed to determine what should be done in the future to improve the overall process.

4. Learn from Mistakes: Once a project is complete, a full project review should take place. Look at everything from the communication between the team, timeline progression and what fell through the cracks. Were corners cut to get things done that shouldn’t have been? Could processes and internal communication be improved? Verify that client needs and initial goals were adequately met. Learning from what did and did not work can make future projects run smoother and confirm that teams adhere to timelines and budgets.


A solid project management process can ensure that all types of business projects are fulfilling client requirements and being delivered successfully and on schedule.

Additional Resources to Help Grow your Small Business

White Paper

How Mail Services Help Entrepreneurs Succeed

In today's mobile economy, digital entrepreneurs often work from varying locations. While this can help save money and increase agility, it comes with one big drawback:

Read More >
White Paper

Virtual Assistants Provide a Competitive Edge

Countless small business owners rely on remote assistants or offsite receptionists to help with critical organizational duties. While some are content to offload simple tasks to self-employed, stay-at-home support people, others demand more comprehensive services...NULL

Read More >
White Paper

Virtual Assistants & Remote Assistants: A Comparison

While the traditional virtual assistant is likely to work from home, an executive-level virtual assistant is part of a greater brick-and-mortar presence. This fundamental difference opens the door for extensive training opportunities that broaden the professional's support capabilities.

Read More >
White Paper

Overview of Virtual Offices, Executive Suites and Co-Working Spaces

Work has changed. In an age of instant communication, cloud-based applications, and workplace versatility, the era of the traditional office culture has come to an end. Providers of virtual offices, executive suites and co-working spaces have effectively liberated the nation’s work culture, adding dynamic and energizing new choices...

Read More >
White Paper

Part 1 of 4: Introducing the SBA

For entrepreneurs and small business owners, navigating the tricky terrain of creating a sound business plan, forecasting for growth and developing an operative growth strategy can be a major challenge. Fortunately, American entrepreneurs and operators have access to one of the most effective resources in the worldwide market...

Read More >
White Paper

Part 2 of 4: Starting a Small Business

Navigating the complex terrain of creating a sound business plan, forecasting for growth and developing an operative growth strategy can be a challenge for entrepreneurs and small business owners. Fortunately, American entrepreneurs have access to one of the most effective resources in the world via the Small Business Administration (SBA).
... Click to read more

Read More >
White Paper

Part 3 of 4: Managing a Small Business

Congratulations! You have gotten your small business up and running. Now what? This part of our four-part series on leveraging the Small Business Administration to help you launch and manage a small business will focus on the operational aspects of running a business. Whether you need leadership strategies, day-to-day decision making skills
... Click to read more

Read More >
White Paper

Part 4 of 4: Marketing, Sales and Contracting

Understanding marketing and sales as well as the technical complexity of our Internet-driven society gives entrepreneurs a distinct advantage over the competition. This final segment of our four-part report will take a deeper dive into the logistics and philosophy of marketing and sales and their impact on your business success.
... Click to read more

Read More >
White Paper

DIY Marketing Tools

If a business isn’t marketing, its potential customers are not finding it. Small to medium size businesses often struggle with spending hundreds of thousands of dollars on marketing. New DIY marketing tools, however, have eliminated the need to spend astronomical amounts on online and traditional marketing. These tools
... Click to read more

Read More >
White Paper

Virtual Office for Legal Professionals

Law firms (large and small) and solo legal practitioners alike can use virtual office services and spaces to run their entire legal operations or as a supplement to a home office or traditional brick-and-mortar offices. Virtual office services can be particularly useful during trial preparation
... Click to read more

Read More >
White Paper

Finance & Tax Professionals

Finance and tax professionals, whether they work solo or as part of a larger firm, can use virtual office spaces and services to stay on top of their workloads, especially during the busy tax season. Professional virtual office spaces can be particularly useful when back-to-back client meetings are necessary...

Read More >
White Paper

Traveling Entrepreneur

As business people and entrepreneurs continually strive to grow their business, doing so frequently involves traveling around the country to attend networking or tradeshow events, meeting clients and prospects on their own turf, and getting some face-time with colleagues, contractors or employees who may operate in a remote location. Preparation
... Click to read more

Read More >
White Paper

Virtual Office Eguide

Have you ever wondered why some small businesses are successful and others are not and what do these successful companies do to gain an edge over their competition? Through our years of experience
... Click to read more

Read More >

Additional Intelligent Office locations near San Francisco, CA