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

D01 - Manage risks, issues, and change requests

This management activity belongs to the Daily Management activity group: It’s done daily.

We should manage risks, issues, and change requests proactively. When you identify a new item, you should record it in the Follow-Up Register immediately. Then, assign its follow-up activities to a custodian (one of the team members) and start planning responses for the item. You must be continuously in contact with team members and other stakeholders to identify risks and issues.

You can get help from other team members, or even external stakeholders, to respond to items. In complicated cases, you can gather the whole team and facilitate a workshop for all of them to suggest a collective response using the wisdom of the crowd. In critical cases, you should involve the sponsor as well and seek their approval for your response plan.

Follow-Up Register template


The main goal is to respond to risks, issues, and change requests proactively rather than letting them resolve automatically. Doing so will give us control and the possibility of getting the best results.

Relying on your memory or on unstructured notes takes too much mental energy and runs the risk of forgetting items. That’s why it’s best to have a simple register and the self-discipline to record items as soon as they are identified.

It takes too much time and energy to manage all the items, and that’s why you need to assign custodians. In addition to spreading the work, it also helps align everyone with the same goal.

Common pitfalls

Consider the following to avoid some of the commonest problems in this area:


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

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It's best to use instead of the regular if you have micro-projects with 1 to 7 team members.