B01 - Revise and refine the plans

This management activity belongs to the Monthly Initiation group. This group of activities are done in the beginning of each month to prepare us for a new monthly cycle.

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


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:


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

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A - Project Initiation

B - Monthly Initiation

C - Weekly Management

D - Daily Management

E - Monthly Closure

F - Project Closure

G - Post-Project Management

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