Project Management and Planning Steps

Below you can know about 12 project management steps. Normally these are the project steps that serve as a basis for making a complete project plan.

If we expand each project steps further we may need lot of details. Ultimately you will get a complete project management manual if each project management step is elaborated technically.

We are also providing complete individual project management procedures that you can download in editable formats with all forms and checklists from our website.

For downloading each procedure you can visit our project management section, which covers quality and safety methods as well.

Therefore once complete information is available, this document can also become a project charter.

12 Project Steps

1. Receive Inquiry

• Direct invitation
• Notice, news paper etc…
• Initial study for Bid / Not to Bid

2. Review & Evaluation Inquiries

• • General study
  • Take out Quantities
  • Material evaluation
  • Installation evaluation
  • Pre-Project analysis report
  • Offer submission

3. Receive Order

• • Review order
  • Accept order

4. Engineering & Technical Support

• • Shop drawings
  • Technical submittal
  • Planning
  • Execution programme
  • Resources availability

5. Procurement

• • Review technical specification
  • Inquiries from suppliers
  • Evaluating offers (technical, cost & delivery)
  • Placing order

6. Execution

• • Review drawings
  • Review technical specification
  • Site facilities
  • Tools & resources
  • Start mobilization
  • Daily & monthly report
  • Weekly site meeting

7. Inspection & Testing

• • As per the contract & Client’s requirement
  • In Line with ITP’s

8. Commissioning

• • Review ITP reports
  • Visual Inspection
  • Make sure power, water, oil and other raw material available
  • Start plant & systems
  • Record all activities

9. Authority Approval

• • Submit application to the concerned authority
  • Keep the site ready
  • Carry out inspection
  • Get the certificate NOC & others

10. Handing Over

• • Client inspection
  • Completing the snags
  • Approval on final reports
  • Approval on final bills
  • Get the project final payments

11. Maintenance Liability

• Carry out preventive/annual maintenance
• Record all visits
• Submit final maintenance report
• Get the final approval

12. Project Close out

• Final clearance from the Client
• Get the final/retention payment
• Get all the bank guarantees
• Get the Client’s feedback & appreciation letter