Successful Project Management with SharePoint

6 Simple Steps to Start any Project [+ Free Template]

March 30, 2018 by

Getting your project off the ground can be a difficult task at the best of times and it can often be hard to even know where to start!


Click here to download your free SharePoint project management template 


Fear not, for there are a few simple steps that you can begin to take today that will ensure you get your work done on time and done well.


6 Simple Steps to Start any Project

1. Define Your Goals

First things first: decide what you want to achieve. Put thought into the goals of the project. I suggest having one main goal and a number of smaller goals that will ultimately lead you to project success.

Document your goals and objectives in a project charter or project statement.


2. Identify Your Team Members

The second step on the ladder to beginning any project is the identification of the various team members to be involved.

This step must be considered from two viewpoints:

  • Who do you already have? Identify their strengths and weaknesses relative to the objectives of the project.
  • Who do you need? Look for gaps in your team based on your goals and fill them in with the necessary skill sets.


3. Define Your Work

What is the actual work you will need to do in order to achieve your goals?

Look at each individual goal you have decided upon and agree with your team on what needs to be done in order to achieve it.

Define the tasks as clearly as possible and ensure there is no misunderstanding between the various members of the group.


4. Develop Your Plan

Create an actionable, systematic, and logical plan that you know you can achieve.

Ensure you create an overall project completion date and assign deadlines to the sub-tasks created in step three.


5. Delegate (smartly)

So simple, yet so vital! Delegating work will not only allow you to work faster but it will also develop the skills of the rest of the team… so everyone wins!


6. Execute and Monitor

The final step is to get working on your project and monitor it continuously throughout the process using a project management tool.

Keep open lines of communication throughout which will ensure you and your teammates are up to speed with what is going on around you.

Meet regularly to go over your progress and make any necessary changes due to unexpected bumps in the road!



Using a SharePoint Project Management Template to Start Your Project

A quick way to start every project the right way is to use the free SharePoint Project Management Template from BrightWork.

BrightWork Free SharePoint Project Management Template

The template will help you:

  • Store the project charter in an easily accessible document library – along with other project documents.
  • Assign and track tasks for each team member.
  • Easily plan and manage the project schedule.
  • Track open, overdue, and upcoming work.
  • Monitor project progress with reports, status icons, and metric tiles.
  • Communicate and collaborate effectively.


The Free SharePoint Project Management Template runs on SharePoint On-Premises and is designed for individual projects.

You can create as many sites as you wish with the template; however, the template does not support cross-project reporting.

If you need to manage across portfolios, take a closer look at the full BrightWork PPM Solution for SharePoint On-Premises here.

Ruairi O'Donnellan
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