Create a project plan in 5 minutes

Create a project plan in 5 minutes

2

What’s your project? Pick a short nameMy Stand – a lemonade stand

Create a project plan in 5 minutes

3

First, pick a name for your work effort, like “My Lemonade Stand Setup”

Create a project plan in 5 minutes

4

Next, indent (shift-alt right or TAB) and name your top deliverable – like “My Lemonade Stand, Ready for Business”

Create a project plan in 5 minutes

5

Next list the handful of supporting deliverables required to realize your top deliverable – like “Staff, Stand & Product”

Create a project plan in 5 minutes

6

Next, under each supporting deliverable, list the activity required – like “hire staff, build stand and make lemonade”

Create a project plan in 5 minutes

7

Next, under each activity, list the tasks that make up that activity – like “interview candidates, pick good ones” and “borrow table and chairs, make signs” and “buy ingredients, mix lemonade”

Create a project plan in 5 minutes

8

Now apply the tags for top deliverable, supporting deliverable, activity and task

Create a project plan in 5 minutes

9

Now put each Supporting Deliverable in its own Phase and each task in its own Step

Create a project plan in 5 minutes

10

Open your Planner app for your new project (the xlsb file you made a copy of and renamed)

Create a project plan in 5 minutes

11

Enable Content

Create a project plan in 5 minutes

12

Alt-Tab over to your Content, Select All and Copy

Create a project plan in 5 minutes

13

Alt-Tab back to your Planner and Paste (Ctrl-V)

Done!

Create a project plan in 5 minutes

14

And here is your project plan in 5 minutes – complete with dates!

Assign Owners and Send out Progress Emails

Assign Owners and Send out Progress Emails

16

Use the “_sd owner:” tag to assign owners to your Supporting Deliverables

Assign Owners and Send out Progress Emails

17

Use the _owner: tag to assign Task owners

Assign Owners and Send out Progress Emails

18

Next use the “_% Complete:” tag to mark the first task at 80% and the second at 10%

Assign Owners and Send out Progress Emails

19

Next copy your new Content into your clipboard (Ctrl-C)

Assign Owners and Send out Progress Emails

20

Alt-Tab over to Planner (here’s what it looked like last time)

Assign Owners and Send out Progress Emails

21

Hit Ctrl-Shift-G to jump to the Data tab

Assign Owners and Send out Progress Emails

22

Paste (Ctrl-V) and see the new plan with owners

Assign Owners and Send out Progress Emails

23

Select “Paul” and email him his Deliverables

Assign Resources and Visualize Allocations

Assign Resources and Visualize Allocations

25

Use the “Task Resource:” element tag to add resources under each task

Assign Resources and Visualize Allocations

26

Copy and Paste your updated Content into the Planner (remember ctrl-shift-G)

Assign Resources and Visualize Allocations

27

Go to the Resource Allocation Landscape tab – and behold!

The End.