B01 - Revise and refine the plans

Conduct workshops to revise the high-level aspects of the whole plans, and add details and assign custodians to the deliverables that belong to the upcoming month. These refinements impact the Project Description, Deliverables Map, and Follow‑Up Register.

If similar projects have been done before, check their archives and use that information to make your plans more realistic.

Project Description template

Follow-Up Register template

Purpose

The plans created in the project initiation activity group are high-level and not sufficient for implementation. They need to be refined one month at a time in this management activity. In any case, all plans should be continuously revised to match the reality.

Common pitfalls

Consider the following to avoid some of the commonest pitfalls in this management activity:

• Use facilitation techniques to have an effective planning workshop.
• Don’t focus on detailing the upcoming month only, but make sure that the high-level plan for the whole project is also updated.
• Don’t add too much detail to the plan – include only as much as you need to satisfy the practical needs.

Principles

The following principles play a significant role in this management activity:

• NUP2: Preserve and optimize energy and resources.
• NUP3: Always be proactive.
• NUP4: Remember that a chain is only as strong as its weakest link.
• NUP5: Don’t do anything without a clear purpose.
• NUP6: Use repeatable elements.