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6 steps of the project design process

Six key steps define the project design process.

1. Set the project goal

You must first engage with your team and stakeholders to establish your project's goals and desired outcomes. Start by organizing an ideation session where you record the overall project schedule and key deliverables. This helps you understand the project requirements and standards.

By interacting with the team and getting their opinions on the project's practicality and feasibility, you reduce time spent on planning, executing, and reviewing and increase the chances of success.

2. Establish outcomes and commitments

Establish the core project objectives, then divide each into manageable chunks and tasks. These should cover all the tasks and activities you will carry out during the project.

Alternatively, you can hold off on completing the activity breakdown until a later stage. Some project managers and teams prefer to leave it until the project scheduling part of project planning. 

3. Understand the risks and constraints

Look for anything that could get in the way of completing the project. Risks and restrictions on time, money, and resources should be addressed to determine variables that could impact success.

Follow up with the appropriate teams and stakeholders to mitigate these issues before the project starts. As the project progresses, document assumptions or hypotheses to assist your statement of work (SOW) in the future.

4. Use a visual aid

Make use of visual aids to depict the known variables and goals. Visualization helps team members and other key players easily understand the project’s deliverables, timelines, risks, objectives, and applications.

These can be Gantt charts, hierarchy charts, work charts, screen designs, prototypes, mind maps, diagrams, trees, flow charts, etc. The concept behind using visual aids is to simplify complex information and make it more digestible for everyone involved.

Consider your team’s needs when selecting a visual aid to communicate and collaborate. For example, a flowchart is more effective for smaller teams working on simple projects, while a breakdown structure suits big teams and complex projects.

5. Estimate your budget

Budget transparency is crucial from the outset. Create a budget with as much information as possible, even if you don’t have all the details yet. This reduces the possibility of cost overruns and inadequate budgets during project execution.

You may assess the project’s viability by estimating your budget during the project design process. A project isn’t feasible if the cost exceeds what your client or sponsors can afford.

6. Select the processes for monitoring and approval

Determine the criteria for the success of your project and create a list of standards to assess whether the results, deliverables, and finished outcomes are met. Determine who is in charge of approvals and procedures to follow for successful approvals.

Use Wrike to structure your project design

To structure your project design templates properly, use a project management platform like Wrike. Wrike’s prebuilt templates and Gantt charts assist in creating effective project designs and help you simplify the process from start to finish. 

Ready to create your design? Begin today with a two-week free trial of Wrike.