One simple, but very effective, workflow step that has eliminated costly project misalignments: documenting conversations in real-time, immediately reading them back, then putting it in writing. Here's what I mean- during client calls or meetings, I take quick bulleted notes on: ~What problem we're actually solving ~Scope inclusions (AND exclusions) ~Deliverables & file formats expected ~Hard deadlines and milestone dates ~Budget/resource constraints ~Any revisions or assumptions discussed ~Etc Then—this is the key part—I finish the call by saying: "Let me recap what I heard so we're on the same page..." and I read those bullet points back to them. The number of times a client has said, "Actually, I didn't mean that..." after hearing it back is remarkable. You catch it before investing eight hours in the wrong direction. Two minutes of recapping saves you from endless rework. Then lastly, when submitting the deliverables, I reiterate those same bullet points as confirmation. It becomes your project roadmap—and your protection.
How to avoid costly project misalignments with real-time documentation
More Relevant Posts
-
🚫 The Hidden Time Sink in Project Documentation: It's More Than Just "Write" and "Approve" In my years of managing diverse projects—from Construction and Equipment installs to IT Systems and Continuous Improvement initiatives—I've seen one planning mistake consistently trips up teams: underestimating the documentation lifecycle. The default mental model is often: Plan (1 week) Write (1 week) Approve (1 week) This three-step process rarely reflects reality. It completely skips the critical, time-consuming steps of the everyday Draft-Review-Approve (DRA) cycle that governs how documents actually move through an organization. 🤯The Real-World Documentation Flow (and Why It Takes Time) In practice, a document typically follows at least a five-step path: Gather Data/Research the Contents Create Draft Internal Review (I usually assume two distinct review cycles in my planning) Revise/Finalize Formal Approval And here's the kicker: Every person in this cycle—from the drafters to the multiple reviewers and final approvers—is likely multitasking across several documents, all while managing their primary "day job" responsibilities. This isn't their only task, which means your document is competing for their limited time and attention. If you don't account for this, the "3 weeks" you planned for documentation will easily stretch to 5 or 6, causing a serious project bottleneck. 🎯My Solution: Define the DRA Cycle Upfront About 4 weeks before pushing any major project documentation through the organization, I now take a crucial step of defining the Draft-Review-Approve cycle, communicate it clearly, and get time scheduled in people's calendars. By explaining the real process and managing expectations proactively, you: Prevent bottlenecks later in the project by STARTING the work EARLIER Manage stakeholder expectations effectively. Give the reviewers and approvers reasonable time targets to complete their tasks Ensure timely processing of critical deliverables, respecting that people are juggling multiple priorities. The takeaway? Don't plan for a theoretical ideal. Plan for the practical reality of how documentation is processed in your organization, acknowledging the complex workloads of all involved. #ProjectManagement #Documentation #ProjectPlanning #ContinuousImprovement #ProcessImprovement What process have you found most effective for streamlining document approvals in your projects, especially when dealing with busy, multitasking teams? Share your tips below!
To view or add a comment, sign in
-
Need a project plan in minutes? Use this to generate a clear framework you can refine and delegate. It surfaces phases, milestones, and risks so you start structured instead of from scratch. Paste this and add your specifics: "Create a high-level project plan for [Project Name]. Break it down into phases, key milestones, and potential risks. Context: objectives [X], scope boundaries [Y], deadline [date], budget [amount], team roles [names], dependencies [list], stakeholders [list], success criteria [list], assumptions [list], constraints [list]. Deliverables: 1) phase-by-phase plan with milestone dates and owners, 2) risk register with likelihood, impact, and mitigations, 3) 90-day timeline, 4) top decision points and open questions. Format as a concise table plus a short summary." If you have a charter or brief, paste it after the prompt. This sets a solid project framework in minutes and saves hours of planning time. #projectplanning #riskmanagement #promptengineering
To view or add a comment, sign in
-
-
Ever feel buried in mails and updates, while real work waits? Wondering why project momentum disappears before your eyes? After a decade in large-scale construction and my whole career in complex project, here’s what I keep seeing: It’s not poor planning or weak teams. It’s talented people burning hours on things like: ↳ Searching for emails ↳ Prepping for meetings ↳ Jumping from “status” session to “status” session Sound familiar? You’re not alone. A 2025 study found that 71% of meeting time is wasted—and project managers spend up to 21% of their week just switching between apps or chasing info. But I’ve seen the opposite when projects operate in real time—using an all-in-one digital project management hub. ✅ That’s when you see teams move from constant firefighting… to true control and momentum. 🛠️How To digitalize construction project management: 1. List every core project process 2. Identify just the essential KPIs 3. Delete no value-added requirements and steps 4. Simplify and digitalize all key process into one project hub 5. Automate with AI agents and Make Key Project Insight in Real Time That’s when the magic happens. → Everyone sees real-time data → No digging, no confusion, no “where’s the file?” → Decisions move fast → Projects stop overrunning → People start asking: “What should I work on next?” (because admin disappears!) If you’re still managing by email and meetings, you’re not alone—but there’s a simpler way. ✅The PMOs and construction teams digitizing the right way are seeing up to 20% better productivity, faster decisions, and a real shift in team mood. What’s the most time-wasting admin task in your current project? Drop it below—promise, you’re not the only one buried in admin. ♻️Repost for a colleague buried in status meetings. 📌Save if you’re stuck tracking 4 versions of the same report. #ConstructionManagement #ProjectManagement #DigitalTransformation #RealTime #DocumentManagement #RTPM Jesper Pedersen Shell Real Time Project Management IT Solutions HOFOR Ramboll Management Consulting DIS - CREADIS Engineering Solutions & Consulting
To view or add a comment, sign in
-
Projects often appear structured on paper; defined scope, assigned responsibilities, clear deliverables, and neat milestones. In the beginning, everything feels straightforward. But anyone who has spent even a short time in the field knows how quickly things shift from “under control” to “uncharted territory”. Initiation, Planning, Execution, and Monitoring; every phase has its share of complications. Plans change, assumptions break, stakeholders realign, and external constraints surface out of nowhere. You adapt, compromise, push forward, and document the lessons learned along the way. Most observers assume that if these phases conclude without major derailment, the project was a success. But real practitioners know, everything comes down to Project Closing. This is the stage where the true outcome of your efforts is exposed. Not just the physical deliverables, but stakeholder satisfaction, operational readiness, documentation integrity, contractual compliance, financial reconciliation, and the transition to business-as-usual. Project Closing is often the most overlooked and underestimated phase. Yet it is the most defining. Some of the hardest lessons emerge here: - You realize how important early documentation control really was. - You understand whether your communication trail was strong enough to justify decisions. - You see the consequences of unresolved scope gaps. - You face operational teams who weren't engaged early enough. - You learn that handover packages take twice as long when assumptions were never clarified. - You find that financial closure is not just about invoices, it’s about accountability. In reality, the two phases that teach the most about how projects should and should not be managed are Initiation and Closing. One defines the foundation. The other reveals the truth. A project is not successful when it is delivered; it is successful when it is accepted. As the saying goes in project management: “Delivery is not the finish line. Acceptance is.” Curious to hear from those who’ve gone through difficult Closings. What was your biggest lesson? #projectmanagement #projects #projectmanagers #management #projectclosing
To view or add a comment, sign in
-
Three ways we "over-delivered" on a recent project (without adding scope creep): 1. 𝐔𝐩𝐠𝐫𝐚𝐝𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐄𝐱𝐜𝐞𝐥 𝐭𝐫𝐚𝐜𝐤𝐞𝐫𝐬 𝐭𝐨 𝐚𝐮𝐭𝐨-𝐟𝐨𝐫𝐞𝐜𝐚𝐬𝐭 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐩𝐥𝐚𝐧 Heavy formula work that most PM firms don't carry as a skill. Now their team can see 3 months ahead instead of scrambling week-to-week. 2. 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 𝐭𝐡𝐞 𝐜𝐫𝐞𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐒𝐂𝐈𝐏 𝐋𝐎𝐈𝐬 𝐚𝐧𝐝 𝐙&𝐏 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬 A macro now saves their teams hours of manual document creation. What used to take 45 minutes now takes 3. 3. 𝐂𝐫𝐞𝐚𝐭𝐞𝐝 𝐏𝐨𝐰𝐞𝐫 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐞 𝐛𝐚𝐜𝐤𝐮𝐩 𝐩𝐫𝐨𝐜𝐞𝐬𝐬𝐞𝐬 Their files can now be restored if corrupted. (This actually saved them once during our engagement.) 👊 Here's what's interesting: None of this was in our original scope. But when you're embedded with a team, you see where they're bleeding time. 𝐀𝐧𝐝 𝐢𝐟 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐭𝐡𝐞 𝐬𝐤𝐢𝐥𝐥𝐬, 𝐰𝐡𝐲 𝐰𝐨𝐮𝐥𝐝𝐧'𝐭 𝐲𝐨𝐮 𝐟𝐢𝐱 𝐢𝐭? We're project managers, yes. But we're also problem solvers who happen to know Excel, VBA, and Power Automate. Left this short-term engagement with their team in better shape than we found them. That's the goal every time. 𝐖𝐡𝐚𝐭 "𝐞𝐱𝐭𝐫𝐚" 𝐬𝐤𝐢𝐥𝐥𝐬 𝐝𝐨 𝐲𝐨𝐮 𝐜𝐚𝐫𝐫𝐲 𝐭𝐡𝐚𝐭 𝐚𝐝𝐝 𝐮𝐧𝐞𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐯𝐚𝐥𝐮𝐞 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬?
To view or add a comment, sign in
-
In any project, it is essential to understand the project demand, objectives, and overall purpose before initiating work. This ensures that all activities are aligned with the desired outcomes and stakeholder expectations. The Project Management Life Cycle provides a structured approach to guide a project from conception to completion. It typically consists of five key phases, each with distinct goals and deliverables. These phases are as follows: 1️⃣ Initiation Goal: Define the project at a high level. Tips: Identify key stakeholders and clarify their expectations. Conduct a feasibility study to assess project viability. Develop a Project Charter to formally authorise and launch the project. 2️⃣ Planning Goal: Establish the roadmap for successful execution. Tips: Create a Work Breakdown Structure (WBS) to organise tasks. Use Gantt charts or Kanban boards for scheduling and tracking. Develop a risk management plan with clear mitigation strategies. Define roles and responsibilities through a RACI matrix or similar tool. 3️⃣ Execution Goal: Deliver the project deliverables and meet objectives. Tips: Encourage team collaboration with regular stand-ups or meetings. Leverage project management tools (e.g., MS Project, Jira, Trello). Track progress and adapt plans to overcome challenges. Keep stakeholders updated through consistent communication. 4️⃣ Monitoring & Controlling Goal: Keep the project on track and aligned with objectives. Tips: Monitor KPIs such as cost variance and schedule variance. Conduct regular reviews and quality audits. Manage scope changes proactively to prevent scope creep. Ensure compliance with quality and safety standards. 5️⃣ Closure Goal: Complete and evaluate the project. Tips: Conduct a post-project review or retrospective to capture insights. Document lessons learned for continuous improvement. Celebrate team success and acknowledge contributions. Archive project documentation and formally release resources. #projectphases #projectmanagement #projectdelivery #projectclosure
To view or add a comment, sign in
-
Consider a scenario in which a project manager identifies that a scheduled task has been marked “blocked.” The dashboard signals disruption, but it offers no explanation, no pathway to resolution. In response, a planner might lean over and quietly ask a subcontractor for clarification, invoking prior projects, shared experience, or implicit agreements. Another might gloss over the issue in the meeting, invoking an ambiguous "we're working on it" a move that satisfies procedural requirements while deferring resolution. These moments are not merely administrative footnotes. They are constitutive of how the system works in practice. The dashboard may codify the formal structure of planning, but ethnomethodological analysis reveals the invisible, tacit interpretive labor required to sustain its intelligibility. These micro-practices, what Garfinkel called the "seen but unnoticed" background to action, are acts of quiet repair. They are interactional achievements that maintain the illusion of seamless coordination. This insight challenges conventional notions of autonomy. Autonomy, from an ethnomethodological perspective, is not a function of freedom from constraint or rational decision-making capacity. It is the ability to move within constraints, to interpret ambiguity, to improvise meaningfully when formal scripts break down. It is practical competence, the capacity to navigate the messy, layered textures of institutional life. To learn more feel free to reach out mark@gmcsafety.ie
To view or add a comment, sign in
-
-
In the Planning Phase of a tech project, documentation is everything. To stay organized, every Project Manager needs a few essential tools and these 5 documents are your best friends during the planning phase: 📄 Project Plan Document 💰 Budget & Cost Tracker ⚠️ RAID Log 🔄 Change Control Document 📝 Change Control Log Together, they keep your project structured and your stakeholders informed. Without them, even the best project ideas can fall apart under pressure. Follow @thepivotplace_ to kickstart your career in as a Project Manager. #projectmanagementprofessional #projectmanagement #projectplanning #careerintech #thepivotplace
To view or add a comment, sign in
-
-
The Project Life Cycle: A Step-by-Step Guide for Beginners Every successful project follows a clear structure known as the Project Life Cycle. Understanding these stages helps teams remain organised, manage risks effectively, and achieve desired outcomes on time and within budget. 1⃣ Initiation – Defining the Purpose At this stage, the key question is “Why are we doing this?” The focus is on setting clear objectives, identifying stakeholders, and outlining expected benefits. A concise Project Charter or Statement of Work provides the foundation for all future decisions. 2⃣ Planning – Designing the Path Forward This is where detailed plans are created. Tasks are broken down into manageable components using a Work Breakdown Structure (WBS), resources are allocated, and timelines are established. Risk assessments and communication plans are developed to ensure alignment across the team. 3⃣ Execution – Putting the Plan into Action During execution, project activities are carried out according to the plan. Effective coordination, regular progress updates, and proactive problem-solving are essential. Clear communication keeps all stakeholders informed and engaged. 4⃣ Monitoring and Controlling – Staying on Track Performance is measured against the project plan using KPIs such as schedule variance, cost control, and quality metrics. Any deviations are addressed promptly through corrective actions to maintain momentum and ensure success. 5⃣ Closure – Completing and Reviewing the Project Once objectives are achieved, the project is formally closed. Deliverables are handed over, resources are released, and a final review is conducted to document lessons learned for future projects. Understanding and applying these five stages transforms uncertainty into structure and helps project teams deliver consistent, high-quality results. #ProjectManagement #LifeCycle #BeginnerTips
To view or add a comment, sign in
-
-
Finding project information shouldn’t feel like detective work…Sherlock Holmes! For many organisations, retrieving key project details a change approval, a purchase order, or a customer document can take hours, even days! That’s because data is scattered across tools, folders, and teams, each with its own version of the truth, or worse…incomplete information. With EZPS, it takes seconds to find any project & portfolio information. Every project, whether in-flight or archived, follows the same scalable structured framework, phases, tasks, risks, milestones, and financials amongst others, are all connected, and time stamped. Need to check the PID from a project closed three years ago? Or review supplier performance on a multi-site rollout? It’s all there, instantly retrievable and fully traceable. EZPS gives project managers and executives a single source of truth, one that makes compliance effortless, reporting reliable, and informed decision-making fast. No chasing spreadsheets. No digging through emails. Just accuracy, speed, clarity. Project success isn’t just about delivering on time, and on budget, which is difficult enough, the key is about knowing exactly how and why you got there, by lessons learnt for repeatable project assurance. Learn more at: www.ezps.co.uk
To view or add a comment, sign in
-
Explore related topics
Explore content categories
- Career
- Productivity
- Finance
- Soft Skills & Emotional Intelligence
- Project Management
- Education
- Technology
- Leadership
- Ecommerce
- User Experience
- Recruitment & HR
- Customer Experience
- Real Estate
- Marketing
- Sales
- Retail & Merchandising
- Science
- Supply Chain Management
- Future Of Work
- Consulting
- Writing
- Economics
- Artificial Intelligence
- Employee Experience
- Workplace Trends
- Fundraising
- Networking
- Corporate Social Responsibility
- Negotiation
- Communication
- Engineering
- Hospitality & Tourism
- Business Strategy
- Change Management
- Organizational Culture
- Design
- Innovation
- Event Planning
- Training & Development