Project Planning Methodology

We use the global PMI Organisational Project Management standard – the Project Management Body of Knowledge (PMBoK) to manage our projects.


Project management falls into 5 process groups:

  1. (New) Project Initiation – preliminary investigation and scoping of a new project, to provide a high level overview of what, why, who, when and how aspects of a new project
  2. Project Planning – expanding the project initiation plan into an action plan
  3. Project Execution – the actual work to deliver the project outcomes, defined in the project plan
  4. Project Monitoring & Control – adjusting the actual work to assure and ensure deliver of the planned project outcomes
  5. Project Closure – formalising the project is complete, confirming its success or termination reason/s.

Project management can be assigned to an individual or a project management team, whichever the people leading and doing the project work feels comfortable with.

We don’t expect all projects to follow the PMBOK standard in a most comprehensive manner. However, the basics need to be defined in one or 2 pages at least –

  1. Project Title
  2. Reasons for Your Project
  3. Project Scope – What are the outcomes and activities involved?
  4. Project Timeline – estimated start and end dates
  5. Project Team Roles & Responsibilities – who are involved in your project
  6. Project Risk Management – any risks you can foresee, think of ways to prevent and mitigate their impact consequences
  7. Project communication plan – when and how do you report project progress, and what contents and how often you want to publish in PlatformRV website the progress of your project
  8. Project procurement plan – any special resources, equipment, services, you need; how are you doing to acquire them – buy with own money, get in kind donations, use your own, use grant money, etc

For those of you who wants to formally develop your project management skills further, here are some resources to get you started in commencing PMBoK oriented project planning:

  1. Basic Project Planning Guide– sourced from
  2. RV Project Management Plan documentation template

Project Office Setup

Think about where you are going to store your project documents and how to share access to them with least effort involved. You can explore the use of free collaborative tools like:

  1. Microsoft One Drive
  2. Google Drive
  3. Drop Box

We recommend you use Microsoft One Drive, as it integrates all your Microsoft Office documents with little to no problems.

For those more versed in using project management tools, there are several free project management documentation tools, such as Asana. If find other tools, let us know and we shall create a choice list –  shoot us an email.



After Project Planning

Once you develop your project plan, you will have a very clear idea of what and when you are doing, with who and why and how you are doing the project work.

You refer to your plan plan, to assess if the actual project work is  within the planned scope of expected outcomes and activity schedule, when you need to acquire and receive special procurement requirements, and is pro-actively responsive to any anticipated risks-occurrences.

If there is a need to change your original project plan, go ahead and change it and call it version 2, etc. You can change as many times you have to, because project work is dynamic and you need to be agile (adaptive) and respond to changes in all aspects of project management. Don’t forget to inform your team and others if needed, of the new version of project plan you would be using.