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The 4 Key Phases to Successfully Completing a Project from A to Z

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Let's dive into the four essential phases of any project to ensure your success, from the initial idea to the final handover!

1. Initiation Phase

  • Vision and objectives: clarify the project's purpose and expected outcomes.
  • Feasibility study: assess budget, time, and technical constraints.
  • Stakeholder identification: list everyone who will be impacted or needs to be involved.
  • Project charter: formalize in a signed document the scope, budget, high-level timeline, and main risks.

Tip: Make sure the project charter is clear, as it will be your reference in case of future change requests.

2. Planning Phase

  • Work Breakdown Structure (WBS): break your project down into clearly identifiable task bundles.
  • Assign responsibilities: who does what? Assign each task bundle to a team member.
  • Estimates: estimate the duration and resources required for each task.
  • Detailed schedule: develop a calendar at a daily or weekly level, considering dependencies and margins.
  • Tools and communication: share the schedule with stakeholders, use a management tool (board, software), and be ready to adapt it in case of unexpected changes.

3. Execution & Monitoring Phase

  • Delivery of deliverables: the team works on the planned tasks.
  • Regular reporting: track progress using key performance indicators (KPIs), dashboards, or progress reports.
  • Issue and change management: update the risk register and manage change requests according to the charter.
  • Flexibility: be ready to adjust schedules and resources; adaptability is crucial to handling unforeseen events.

Recommended tool: a KPI dashboard integrated into your management tool allows for quick detection of deviations before they become critical.

4. Closure Phase

  • Validation of deliverables: ensure everything meets initial requirements and obtain formal acceptance.
  • Documentation and transfer: finalize user guides, technical manuals, and maintenance procedures.
  • Post-project review (Lessons Learned): organize a session to discuss what worked well and areas for improvement.
  • Recognition and appreciation: acknowledge everyone’s contributions to maintain motivation and foster future engagement.
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