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  • Writer's picturePlanifi

Achieve Project Management Success By Following Three Simple Rules

If you ask 10 people to define project management, you will receive 11 different answers. Defining project management is not as straightforward as you might think. This is especially true when it comes to A/E project planning. It isn’t as simple as printing off a report every few months and checking how much fee is left on your jobs.

If that is your approach, you’re eventually in for a big surprise. It would be like trying to drive down the interstate by watching your rear-view mirror. It might work for a bit, but sooner or later your project is going to go up in flames. To avoid these kinds of results, you have to look to the future, not to the past.

Successful project management is about being proactive. When you start with an effective project plan and keep key metrics up-to-date you can be better prepared for that fork in the road that will inevitably occur.

Let’s face it, all A/E projects have so many variables that inevitably your project will have a surprise somewhere. But, with an effective plan in place, and the tools to manage and monitor the project, disruptions don’t need to result in lost revenue.

In fact, one of the things we realized through numerous conversations with hundreds of successful A/E firms who had mastered successful project planning and project management was that they all followed essentially the same three rules.

Rule #1: Have a Single Source of Truth

Be diligent about maintaining a single source of truth for your project and invest the time to keeping your project schedules up to date. With one place to go for project status information, you are better prepared to make changes and can discuss options on the fly without first having to sort through a bunch of spreadsheets. If all the information is in one place, and is always kept up to date, it removes ambiguity from the equation. Discussions focus on actions, not accuracy. Reliable data provides actionable intelligence.

Note: If you’re looking for a good way to compare schedules and deliverables across your projects, check out Visual Planning .

Rule #2: Keep Staffing Resources Current

Make sure you always stay up to date on staffing changes and availability of your key resources. Is your lead designer going to be out on vacation next month? Do you have a replacement? Maybe someone was out sick last week and we need a few extra hours to catch up. Typically, this is handled in a weekly staffing meeting, but having your finger on the pulse can ensure you have key resources for your projects and stay on schedule. That keeps clients happy.

Rule #3: Proactively Track Performance

Last, and most importantly, make sure you have a means to proactively track performance on your projects. This is why it’s crucial to start with a project plan – you need something to measure against. Standardizing on metrics like Plan vs. Actual or Estimate at Complete will create more productive conversations around project performance and status.

While many people will have different interpretations of what project management is, the most important thing for you is to know what it means for your firm, and how to achieve project management success.


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