Project Management
Project Management

Project Management: The Managerial Processes

The execution of successful projects serves as undeniable evidence of the effectiveness of robust project management processes. These processes drive projects toward successful outcomes, as the team scrupulously plans, executes, and monitors every detail.

Successfully managing a project is not just about having a brilliant idea and a skilled team. It requires a systematic approach that encompasses careful planning and flawless execution of tasks. This is where project management processes come into play. 

In this article, we’ll delve into project management processes, understanding their significance, exploring key processes, and uncovering strategies for effective implementation.

Project Management: The Managerial Processes – Introduction

At the core of every successful project lies a well-crafted strategic framework that serves as the driving force behind its efficiency. Project management processes are the series of steps that lay down the foundation for the execution of the project. This structured approach paves a pathway that not only embraces innovative solutions but also minimizes potential risks while maximizing the potential for rewards.

By organizing tasks and establishing clear goals, these processes provide the necessary structure for effective teamwork and cooperation among project members.

We can neatly divide project management processes into distinct phases, with each phase assuming a pivotal role in steering the project towards a successful completion.

Key Project Management Processes

PM processes are the critical steps that guide project managers, teams, and stakeholders on a journey from inception to completion. They aren’t just checkboxes; they form the foundational blocks upon which we build successful projects. The 5 essential processes are:

Project Initiation

The initiating phase marks the pivotal starting point of a project’s lifecycle. Here, we direct our attention towards conceptualization and feasibility assessment. The overarching aim is to establish a comprehensive understanding of what the project seeks to achieve and to lay out the groundwork for its realization.

During this phase, undertake these critical activities to ensure a solid foundation for the project:

Defining Project Goals

The project manager clearly defines the project’s objectives in terms of what it intends to achieve. This involves setting quantifiable targets and outlining the overarching purpose of the project. By defining these goals, the project team gains a shared understanding of what success looks like.

Defining Project Scope

Outlining the boundaries of the project’s scope is essential – specifying what it includes and what is not. This prevents scope creep, which occurs when we add additional tasks to the project outside of its original intent.

Identifying the Project Manager and Key Stakeholders

Assigning a skilled project manager is crucial to guide the project through its various stages. Also, identifying key stakeholders, including those who have a vested interest in the project’s outcome, ensures effective communication and collaboration throughout the project’s lifecycle.

Identifying Potential Risks

Identifying and assessing risks early on is crucial for proactive risk management. When you recognize potential obstacles and uncertainties, the project team can develop strategies to mitigate or address these challenges as they arise.

Producing Estimated Budget and Timeline

Creating an estimated budget involves determining the financial resources required for the project’s execution. Similarly, establishing a timeline provides a projected schedule for completing different project phases. These estimates serve as important benchmarks for tracking progress and resource allocation.

Feasibility Assessment

Evaluating the feasibility of the project involves analyzing various factors like technical, operational, economic, legal, and scheduling considerations. This assessment determines if the project is realistic and achievable within the given constraints.

Project Planning

Here, the project manager takes the concepts and goals defined in the initiating phase and transforms them into a well-structured and actionable blueprint. This blueprint serves as the project’s roadmap, guiding the entire journey from the initial ideation to the successful completion of the project.  It defines the scope in comprehensive detail, outlining the specific tasks, activities, and deliverables that the team must accomplish.

The PM allocates necessary resources, both human and material, to different project tasks. This involves evaluating skill sets, tools, equipment, and facilities needed to create the project’s deliverables.

The project manager will create a timeline that outlines when they will execute each task or phase. The timeline allows for effective scheduling and coordination. Additionally, they develop a detailed cost estimation to allocate the required budget for each aspect of the project.

In this phase, the PM sets up a well-structured communication plan. This plan specifies how they will share information, identifies key communicators, and outlines how the various team members and stakeholders will handle feedback and updates.

Further, the project execution plan is crafted, detailing the precise sequence of actions to carry out the project successfully. It details the sequence of activities, dependencies, and the roles and responsibilities of team members. This plan serves as a guide for daily operations and maintains project momentum.

Project Execution

The execution phase transforms the carefully crafted plans into action. It involves a blend of strategic management, leadership, coordination, and effective communication to ensure that the project’s objectives are successfully achieved. Here’s an extensive exploration of the key components and activities that take place during the Executing phase:

Procurement and Team Staffing: The project manager (PM) oversees the procurement of necessary resources, including materials, equipment, and services, to support the project’s execution. The PM also assembles and staffs the project team so that individuals with the right skill sets are in place to deliver the project’s objectives.

Managing the Team: Effective leadership and management of the project team is essential during this phase. The PM must delegate tasks, allocate responsibilities, and be sure that team members are working cohesively towards common goals.

Delegation and Oversight: The PM plays a role in overseeing the execution of tasks by team members. Delegating responsibilities while providing guidance and support guarantees that the work is being carried out according to the project plan. Regular check-ins and progress assessments keep the project on track.

Effective Communication: The PM must keep all team members and stakeholders informed about progress, changes, and any challenges that arise. Regular status updates and addressing concerns promptly contribute to a transparent and well-informed project environment.

Basically, the execution phase entails three primary goals for the project manager:

  1. Supervising personnel
  2. Directing workflows
  3. Managing communications

Project Monitoring and Control

The PM monitors the project so it stays on course and aligns with the intended objectives. This involves comparing the actual performance against the project plan and identifying any deviations. Various tools and techniques are employed to gather data, assess milestones, and determine how well the project is advancing.

Accurate and relevant data collection is at the heart of monitoring and control. The project’s health is assessed quantitatively through the use of metrics and key performance indicators (KPIs). This data forms the basis for informed decision-making.

Regular status reports, ( verbal or written), are generated to communicate project progress, and these reports highlight achievements, challenges, as well as any changes that have occurred since the project’s initiation.

The monitoring and control process also includes making sure the project’s deliverables adhere to the established quality standards.

Project Closure

This phase marks the culmination of the project lifecycle, where the project’s objectives have been met, deliverables have been successfully produced, and stakeholders have given their validation and approval. It is vital for bringing the project to a formal and orderly conclusion.

The PM makes sure that all contractual obligations have been met, final payments have been processed, and relationships with external contributors are concluded.

Comprehensive documentation related to the project is archived systematically. This includes project plans, reports, records of communication, financial documents, and any other relevant materials.

A final project report is created, summarizing the project’s lifecycle, objectives, activities, achievements, challenges, and outcomes.

Project Management: The Managerial Processes – Advantages of Well-Defined Processes

Well-established project management processes have benefits that contribute to successful project outcomes.

  • Tasks get executed effectively, minimizing the wastage of time and resources.
  • They act as a shield against uncertainties so the project remains on track.
  • These processes create a common framework for teams to work cohesively.

Simplify Your Project Management Process with Software

Project management software simplifies process execution, aids in collaboration, and enhances transparency. Some tools that are popular with project managers include:

8.Zoho Projects
12.Kanban Tool
Project Management Tools

They offer features that make managing processes and tasks a breeze.

Customization: No two projects are the same, and CRM tools acknowledge this reality. They offer customization options to adapt the software to the unique needs of a project. Custom fields, data structures, and even user interfaces can be tailored. Many project management software tools offer customizable templates that can be tailored to match the specific needs of a project, incorporating its size, complexity, and industry requirements. 

Workflow Management: Project managers often find themselves juggling numerous tasks and intricate workflows. CRM tools provide automation capabilities that reduce manual effort. These tools can automate routine tasks, notifications, and follow-ups, allowing project managers to focus on high-value activities. 

Lead Management: Converting leads into clients is a crucial aspect of project success, and CRM tools provide lead tracking and nurturing capabilities. Businesses can keep track of potential clients, analyze their engagement, and tailor strategies to convert leads into valuable partnerships.

Client Relations: Sales reps and customer support teams can use CRM tools to manage customer interactions.

Team Members Tracking: CRM software is an indispensable tool for monitoring and assessing employee productivity and achievements. PMs can efficiently track and manage the activities of their workforce while gaining valuable insights into their performance. With CRM software, you can see if every team member’s contributions are properly recorded and evaluated to fuel growth and project success.

3rd Party Integration: Modern project management involves using a variety of tools and platforms. CRM systems can integrate with these third-party applications, creating a unified ecosystem. Integration improves data flow and eliminates duplication.

Project Management: The Managerial Processes – Conclusion

With features such as workflow automation, customization, third-party integration, customer service, employee tracking, social media management, lead management, real-time data insights, CRM analytics, reporting, sales forecasting, and email efficiency, project managers can easily navigate complex projects. Using these tools is vital for project managers who want to streamline their processes.

If you need a project manager for process documentation (workflows or SOP writing), project plans, CRM implementation or migration, etc., I can help. Here is how to reach out.


Which phase of the project management process involves feasibility studies?

Feasibility studies are typically performed during the initiating phase of the project management process. This phase focuses on conceptualizing the project, determining its feasibility, and defining the project’s goals, scope, stakeholders, risks, estimated budget, and timeline.

Are CRM tools only suitable for large-scale projects?

No, CRM tools are adaptable and can suit projects of various sizes.

Can CRM tools assist in managing remote teams? 

Absolutely, CRM tools have features that are ideal for remote team management.

Do CRM tools require technical expertise to implement?

While some familiarity with the tools is helpful, many CRM systems offer user-friendly interfaces that make implementation and usage accessible to various skill levels.

Victoria Adamu
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I rock at project management and Airbnb co-hosting. My blog serves as a platform to breakdown complex topics, providing you with the knowledge and tools to thrive in these fields. My forte lies in addressing challenges, and I prioritize collaborative teamwork. Feel free to engage in discussions pertaining to projects, operations, or any assistance you may require. If you need my services, don't hesitate to reach out.

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