Planning & Managing Summer Projects

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Steps to Planning Your Summer Projects

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Why do you need a planning guide? To keep you on task, on time, & within budget.

With life’s everyday schedules time can get away from you and it’s so easy to slip off of task that are not necessarily daily priorities, but are upcoming events that definitely need a plan and a schedule.

I have designed a savvy & successful Step by Step high level outline on the general steps to planning, managing, and implementing your summer projects.

Let’s Get you started….

Step #1 Define Your Scope
The first, and most important, step in any project is defining the scope of the project. What is it you are supposed to accomplish by managing this project? What is the project objective? Equally important is defining what is not included in the plan of your project. If you are planning a social event and you don’t get enough definition from your original planning meeting or conversation, clarify the and then move on to your planning tasks.

Step #2 Determine Your Available Resources
What people, equipment, and money will you have available to you to achieve your project objectives? As a the person responsible for this event, you may have direct control of these resources, but will have to manage them by determining how easy or difficult that will be to do.

Step #3 Check your Timeline
When does your project have to be completed? As you develop your project plan you may have some flexibility in how you use time during the project, but deadlines usually are a good idea to set. If you decide to use evening & weekend hours to meet the schedule, you must weigh that against the limitations of your other everyday activities and schedule.

Step #4 Assemble Your team if you need to
Get the people you may need to help you accomplish this goal together and start a dialog. They are the experts..i.e. cake decorators, designers, electricians, etc… Your job is to manage your team.

Step #5 List the Big Steps
What are the major pieces of the project? If you don’t know, start by asking your experts. It is a good idea to list the steps in chronological order but don’t obsess about it; you can always change the order later.

Step #6 List the Smaller Steps
List the smaller steps in each of the larger steps. Again, it usually helps you remember all the steps if you list them in chronological order. How many levels deep you go of more and more detailed steps depends on the size and complexity of your project.

Step #7 Develop a Preliminary Plan
Assemble all your steps into a plan. What happens first? What is the next step? Which steps can go on at the same time with different resources? Who is going to do each step? How long will it take? The Loretta Rose365 “Auto Pilot” Project Planner is an excellent source available that can automate a lot of this detail for you.

Step #8 Create Your “Final” Plan
Get feedback on your preliminary plan from your team and from any others that may have a part in the project. Adjust your timelines and work schedules to fit the project into the available time. Make any necessary adjustments to the preliminary plan to produce a final plan.

Step #9 Work Your Plan, But Definitely Don’t Stress Over It
Making the plan is important, but the plan can be changed. You have a plan for driving to work every morning. If one intersection is blocked by an accident, you change your plan and go a different way. Do the same with your project plans. Change them as needed, but always keep the overall plan, budget, timeline, and resources in mind.

Step #10 Monitor Your Progress
You will make little progress at the beginning of the project, but start then to monitor other parts of the project you are working on anyway. That will make it easier to catch issues before they become problems.

Step #11 Document Everything
Keep records. Every time you change your final plan, write down what the change was and why it was necessary. Every time a new NEED that is added to the project write down where the NEED came from and how the timeline or budget was adjusted because of it. You can’t remember everything, so write them down so you’ll be able to look them up at the end-of-project review and learn from them.

Step #12 Keep Everyone Informed
If you have others working alongside or for you as experts until you to get the project done… Keep all the people involved in the project informed of progress all along. Let them know of your success as you complete each step, but also inform them of problems as soon as they come up. Also keep everyone informed. If changes are being considered, tell those involved about them as far ahead as you can. Make sure everyone is aware of what is going on.

 For More detailed specific project planing guides  for all your Summer Project Planning that includes: Weddings, Family Reunions, Parties, Workshops, Festivals, Vacations, & Nursery Design for New Mothers … purchase my from my Project Planner list for only $5.99/Each or the Complete Planner Package for only $30.99/Each.. CLICK HERE TO PURCHASE

Until Next Time,


Loretta Rose

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Author: Loretta Rose, Lifestyle Maven |Designer & Stylist

Loretta Rose is a Lifestyle Maven|Designer, Strategist, & Creative Entrepreneur passionate about living, working, celebrating, & managing daily life in style that creates happiness, confidence, and inspiration. Loretta is a Wife, Mother, interior designer, project manager, brand strategist, artist, a designer, and founder of Loretta Rose Living Co. A Style & Lifestyle Brand providing home style & decor, cooking, andand unique products that add creativity & style to life's activities & projects. Loretta Rose is also the Author of "YOU, The Ultimate Project" & The "LIVE + WORK Your Style" Workbook & Guide Series.

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