Project Initiation Monthly Initiation Weekly Management Daily Management Monthly Closure Project Closure Post-Project Management Appoint the sponsor A01 Appoint the project manager A02 Appoint the key team members A03 Describe the project A04 Identify and plan the deliverables A05 Identify risks and plan responses A06 Have project initiation peer-reviewed A07 Make a go/no-go decision A08 Kick off the project A09 Conduct a focused communication A10 Revise and refine the plans B01 Have the monthly cycle peer-reviewed B02 Make a go/no-go decision B03 Kick off the monthly cycle B04 Conduct a focused communication B05 Measure and report performance C01 Plan responses for deviations C02 Kick off the weekly cycle C03 Conduct a focused communication C04 Manage risks, issues, and change requests D01 Accept completed deliverables D02 Evaluate stakeholder satisfaction E01 Capture lessons and plan for improvements E02 Conduct a focused communication E03 Hand over the product F01 Evaluate stakeholder satisfaction F02 Have the closing activity group peer-reviewed F03 Archive the project documents F04 Celebrate! F05 Conduct a focused communication F06 Evaluate the benefits G01 Generate new ideas G02 Conduct a focused communication G03

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

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:

Principles

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



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