3 Tips for Using a Project Management Template


Only 58% of businesses make use of project management to plan their progress. Because of this, it can be easy to exceed your competitors’ capabilities by preparing that much better. One of the ways you can do this is by using a project management template, but do you know how?

Below, we have listed three ways to make use of a project management template. By the end, you should be able to take any such template and bend it to your will. So, get started and embrace their power.

1. Tailor the Template to Match Your Work

Templates for project management are just that. They are templates, not completed projects.

You should take the time to change such templates to match your work style and organization. They are not meant to guide your thinking but save you time so you know what questions to ask.

2. Use the Project Management Template to Plan Milestones

Following the template’s guidance, look forward in time. Think about your project and start to prepare the steps you will need to take to bring it to fruition.

This does not mean that you need to follow the template at all times, but it should be able to give you a good level of guidance on how to move forward.

When you have your milestones, you can break them down into stories, goals, or any kind of iterations you like to use. Then you will need to track such iterations of work, so on to point number 3…

3. Use ERP Software to Track the Project

One of the best possible tools at your disposal is ERP software. It can give you the leg up in preparing your project and managing it from conception to completion.

What Is ERP Software?

Enterprise resource planning software lets a business manage day-to-day activities in a company. These include project management, risk management, or supply chain handling.

Many pieces of software can do this. Thus, you might need expert advice, such as the IFS ERP professional services. People such as that can help you set up your ERP project management software.

How Can Enterprise Resource Planning Help My Project?

This kind of software can not only give oversight of a project, the way it handles projects means every part of a plan can connect. This usually occurs in the cloud or on a central server, meaning there is the potential for transparency in every part of a project. People can plan and iterate based on other teams’ plans and reduce the bottlenecks or other issues.

Where Can I Learn More?

Enterprise resource planning software is only one part of a larger whole when it comes to project management. Once you have been through the project management template, you might still need more advice. If that is the case, we would recommend that you check out our blog.

We have tips and tricks for many parts of organizational politics. So, jump in and read some of our articles to continue your learning.