Manage Projects
Complete step-by-step checklist to manage projects covering define project scope & goals and select project tracking board, and essential action items.
Define project scope & goals
Outline deliverables, budget, timeline, and key milestones
Select project tracking board
Set up Asana, Trello, or Jira to track task progress
Assign clear tasks & dates
Delegate tasks to team members with clear instructions
Schedule regular sync meetings
Hold quick status syncs to resolve project blocks early
Review deliverables quality
Confirm outputs meet standards before sharing with clients
Identify project risk factors
Flag potential delay blocks and plan backup solutions
Share client project updates
Send progress summaries to client or project stakeholders
Monitor project hours budget
Check actual hours spent against original budget limits
Document project scope changes
Update contracts or tracking boards if client requests change
Hold project retro review
Review completed projects to list successes and lessons
Verify resource availability limits
Confirm developers or designers aren't double booked on tasks
Prepare standard report metrics
Create charts representing task speed trends for board updates
Conduct weekly risk analyses
Audit team task blocks to identify potential schedule slippage
Audit file sharing permissions
Ensure project team has correct drive folder access rights
Archive completed project files
Clean tracking board and move documents to history vault
Establish bug-reporting protocols
Create standard forms for team to report technical blocks