
Roadmap Creation: In this phase, determine a rough timeline of the tasks necessary to complete your project.Concept and Initiation: Start by determining the overall concept of your project and how you plan to complete it.At this time, determine your goals, estimate a timeline for key deliverables, create a budget projection, and assess your risks before launching your project. The project planning process involves thoroughly mapping out your project from start to finish.
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To learn how to create your own project plan, check out our comprehensive guide to project planning.


Executive Summary: The executive summary should summarize the information contained within your project plan onto a single page for easy reading.We’ve outlined some common topics covered by a project plan below: In your project plan, include an executive summary, project goals, milestones, deliverables, an estimated timeline, potential risks, and budget details. Project plans differ, but they all contain similar information. WorkApps Package your entire business program or project into a WorkApp in minutes.Digital asset management Manage and distribute assets, and see how they perform.Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.

Streamlined business apps Build easy-to-navigate business apps in minutes.Integrations Work smarter and more efficiently by sharing information across platforms.Secure request management Streamline requests, process ticketing, and more.Process management at scale Deliver consistent projects and processes at scale.Content management Organize, manage, and review content production.Workflow automation Quickly automate repetitive tasks and processes.Team collaboration Connect everyone on one collaborative platform.Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale.
