5 Smart Steps to Organizing a Project

Woman writing in a notebook

Do you need help organizing a project at work or home?

Are you looking for practical tips to make the process go smoothly?

Here’s a familiar situation: you’ve been selected to organize a project at work.

Perhaps you’ve decided to organize a personal project of your own.

You want to organize a friend’s birthday party, vacation scrapbook, or in-person fashion show.

You can see the completed project in your mind’s eye, but there’s one key problem.

You’re not sure how to organize the steps in between to actually get to the finished product.

In this post, you’ll find five simple steps to help you organize a project.

Follow these five steps the next time you’re feeling overwhelmed with your planning.

This sequence will help you put together the project, step-by-step.

 

Give your project a name.

You will spend many hours on your project, so it only makes sense to give your project a name.

Take the first step and give your project a thoughtful and practical name.

Be as descriptive as possible, so you don’t accidentally confuse your project with a similar one.

Choose a clear and practical name. This makes the project both easy to identify and communicate to others.

For example, choose a name like “Surprise Birthday Party for Steve” instead of “Operation Cake: Steven.”

 

Set a due date for your project.

A project without a due date probably won’t be completed.

The reality is that a project will most likely drag on and on for weeks or months.

The project will continue until someone gets tired of it or forgets to complete it.

What’s the completion date for your project? Do you have an external deadline? If so, when is it?

If not, go ahead and select a specific due date (month, day, and year) for your project.

 

List out broad categories.

The next step is to create broad project categories.

You can think of these as large sections that make up the larger unit of your project. One way to think of these project categories is to think of them like subjects at school.

In this case, school is a project. Smaller project categories would be subjects, such as biology, history or physical education.

In the above example, “Surprise Birthday Party for Steve” might include categories of cake, decorations, music, guests, and so on.

It’s perfectly okay if you don’t identify all categories in one sitting.

What’s most important is that you think about potential categories in your project.

 

List out tasks.

Tasks can be thought of as the to-dos of your project. They are specific tasks that need to be accomplished for each category.

Take a moment to list out all the tasks related to your project.

You can then take things one step further and write down these tasks underneath their respective categories.

From our example above, the decoration category might include wall decorations, party favors, and ceiling decorations.

Again, don’t worry if you don’t come up with everything in one sitting.

You’ll have a chance to revise things in just a minute.

 

Revise and add due dates.

Lastly, review your categories and tasks to make sure everything is complete.

Do you have necessary project categories? Are tasks listed under correct categories? Do you need to add more tasks?

Feel free to edit, move, and adjust your notes as need be.

When you’re satisfied with everything, add specific due dates for both categories and tasks.

Identify due dates for specific categories. Then, work your way down to due dates for individual tasks. This approach makes a lot of sense, as your tasks will actually move the project forward to completion.

Review your work once more, and complete any final edits. Congratulations, you’ve successfully organized a project!

How about you? How do you go about organizing a project? Join the conversation and leave a comment below!

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About the Author

Rashelle

Rashelle Isip is a New York City-based productivity consultant who helps successful entrepreneurs and business owners manage their time and energy so they can reduce stress, work less, and make more money in their businesses. She has been featured in Fast Company, Forbes, NBC News, The Washington Post, NPR, and The Atlantic. Get her free guide, 5 Unexpected Things You Need to Organize a Work Notebook, by clicking here.

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