5 Steps for Project Management


5 Steps for Project Management


In an effort to avoid unnecessary repetition throughout my many Project Instructions, I have chosen to provide this Information Sheet, which covers the: 5 Steps for Project Management. These 5 initial steps are common to all Projects, so you should complete these before embarking on each and every Project for it to be completed successfully.

Only the step headings for these steps will be listed in each Project’s Step-by-Step Instructions, along with a link to this page, and any additional specific instructions applicable to that project.

I strongly suggest that you Print This Page and keep it handy, so that you may refer to it any time that you are following one of my Step-by-Step Project Instructions. It is also a good idea to Print my Step-by-Step Instructions for any Project that you are doing. That way, you can have it close at hand when working on your Project.


The following are the 5 Steps for Project Management:

Step 1 – Assess the Project
Step 2 – Create a Materials & Tools Needed Sheet
Step 3 – Calculate Project Cost
Step 4 – Order Your Materials & Tools Needed
Step 5 – Inspect Your Delivery


If this is your 1st Project, you will want to make a Master Template sheet for the Materials & Tools Needed sheet so that you can make additional copies on your printer in order to have them for future Projects. Once the Master Template sheet is completed, put a Post-It Note on it and mark it ‘Master’ so that you will only use this sheet for making additional copies when you run low. File the Master and the copies in an easily accessible place for future use.

The following supplies are needed to complete this 1st Project:

Tools & Supplies Needed:

  • Scratch Paper
  • Clipboard
  • Sharpened Pencil
  • Ruler


To create your Master Template sheet, turn the clipboard sideways, and create it as follows:

  1. Date ___________ (upper right corner).
  2. Project Name: _____________________________ (left half of page near the top).
  3. Materials & Tools Needed (after the above line).
  4. Horizontal Line across the entire page, for your column headings (about 1 inch below the above).
  5. Divide the paper into (7) vertical columns (going from about 1/2” above your horizontal line to the bottom of the page), as follows:
  • Column 1 – only wide enough to contain double digit numbers (½” – ¾” wide).
  • Column 2 – about 3 ½” wide.
  • Columns 3 thru 7 – equally spaced (1 ¼” wide each).

Your column headings, from left to right are:

Amt.  Materials Needed  Amazon.com  eBay.com  HomeDepot.com


These are my Recommended Suppliers; those that will consistently give you the best deals. You can substitute any of my suggestions with those of your own choosing, or add another in the Other column heading. Some of my other suggestions are:  AceHardware.com  SamsClub.com  Walmart.com  or use your own.

You can click on any of the Supplier’s links, that I have provided, to be directed to their website.


Now, your Master Template sheet has been completed. Go ahead an make some additional copies of it, mark it ‘Master’ with a Post-It Note, and file all the additional copies except for one, which you will use for your current project.

On each of your Project sheets (not on the Master), once your Materials & Supplies Needed has been completed, you will place another horizontal line under the last entry. Make another horizontal line in the Materials & Supplies Needed column only (about ½” below the full line). In between those lines, mark that area with a new heading: Tools & Supplies Needed. Then, proceed to add to your list any needed Tools & Supplies for that Project.




In each Project’s Instructions, you will be provided with a general Materials & Supplies Needed list. Amounts needed of each item in the list may vary depending on your exact Project, and not every item may be needed, depending on your choices. Only copy the items from the list that you will need to purchase for your specific Project and place them on your Materials & Tools Needed sheet. For the Tools Needed for each Project, check the list for any that you are lacking. Add the ones that you need to purchase to your Project Tools Needed list, so that you will have everything to complete your Project successfully.

In addition to each Project’s Tools & Supplies list, the following are Tools & Supplies that are needed for all Projects:

Tools & Supplies Needed:

  • Scratch Paper
  • Clipboard
  • Sharpened Pencil
  • 25’ Tape Measure


These items should be readily available to you after you have completed your 1st Project, so they have not been included in each Project’s list of items needed.





Step-by-Step Instructions


Step 1 – Assess the Project


The first step in any Project is to assess the need, want, or desired outcome; know your goal. Every Project big or small should have a desired goal in mind. The Project may be a simple maintenance one, such as changing a furnace filter, with the goal to increase furnace efficiency and air quality by increasing air flow and providing cleaner, healthier air to breathe. Your Project may be more complex, like, remodeling a kitchen, with the goal of updating cabinets, appliances, and décor, along with providing more storage space. Whatever your Project is, make sure that you give it enough thought to clearly set and understand your goals in order to achieve the desired outcome.

There is nothing worse than looking at a finished Project, and thinking:  ‘I should have done this’ or ‘Why didn’t I do that?’. Try to get it right the first time, so that you will be completely happy when it has been completed.

Step 2 – Create a Materials & Tools Needed Sheet


Once you have assessed your Project, and fully understand the goals that you are shooting for, you will need to make some choices. Sometimes there are several options as to: type, style, size, etc. for any given Project. Sometimes there are also installation options, such as: the type of fastener to use, which will also affect certain tools needed. Explore your options and make your choices, before completing the Materials & Tools Needed sheet.

Now, for your current Project, fill in your Project Name at the top of your Materials & Tools Needed sheet. Consult the Materials & Supplies Needed list at the beginning of that Project’s Instructions, and copy all of the Materials & Supplies Needed to complete this project on to your Project sheet, eliminating any that you will not need. This will usually require you to take several measurements pertaining to your project, in order to insure that you will be ordering the correct amount of each material.

List the exact amount, types, styles, and sizes for your choices in the appropriate columns. Double check your sheet to make sure that everything needed has been listed.

Draw a horizontal line underneath each item in the list, going all the way across the page. When the Materials & Supplies Needed list has been completed, draw (2) horizontal lines under the last item (in that column only), with about a 1/2” space between them. Then, change the heading in that column to:  Tools & Supplies Needed. Check the Tools & Supplies Needed list in that Project‘s Instructions, and add to your list, any Tools & Supplies Needed that you do not already have, to complete the Project. (You will not need to copy anything in parenthesis from the list.) Again, double check your list to make sure that everything needed is included.


Step 3 – Calculate Project Cost


Now that you know the Materials & Supplies Needed, as well as the Tools & Supplies Needed in order to complete your Project, it is time to shop for the best price.

If you will be purchasing Materials or Tools from a Supplier other than from one of my  Recommended Suppliers  that are listed, write the name of that Supplier in the ‘Other’ column, across from the Materials or Tools that you intend to purchase there. (You may decide to purchase some items from one Supplier, and other items from another.)

Always check out:   Amazon.com   eBay.com   HomeDepot.com   for the best prices on Materials & Supplies & quality Tools & Supplies.

Then, get online, and search the Suppliers that I have offered you, along with any other Supplier of your choosing. Check and mark down each Supplier’s prices, for a quantity of (1) for each of the items in your list. (You will do the TOTALS later). Also, check their Shipping Charges and Return Policy, and list any information that applies. You can list this information above the Supplier’s Name in the heading.

You can find this information for my  Recommended Suppliers  by accessing my  Home  page, and then clicking on a Supplier’s link in the drop-down menu under:  Recommended Suppliers


Compare the prices that you have discovered, choose the Supplier(s) of your choice, and ‘X’ out the other Suppliers’ information in their respective column(s) on your Project sheet. Now, calculate your TOTALS.


MULTIPLY   the Amount Needed (of each item)   BY   the Cost of each item   =   TOTAL COST for each type of item.

Then, Add your individual TOTALS. This Amount will be the GRAND TOTAL for this Project.


Tip:  If you are going to be completing other related Projects at the same time, then set the first Materials & Tools Needed sheet to the side, and complete additional ones for the other related Projects, before placing your order.

That way, you can order all of the Materials & Tools Needed for all of the Projects at the same time. This will save you time and possibly Shipping Costs.

Once all of your calculations have been completed for all of your related Projects, gather up all your Materials & Tools Needed sheets and place your order(s).

Step 4 – Order Your Materials & Tools Needed


Once you have all of your TOTALS, chosen your Supplier(s), and are satisfied that you have considered all of your needs for your Project(s), go ahead and order the Materials & Tools Needed. When placing your order(s), if you are ordering Unfinished Pine Boards (for instance), specify that you only want straight, unwarped, boardsThere is nothing worse than getting a delivery with unusable merchandise!


Step 5 – Inspect Your Delivery


Inspect all of your Materials at the time of delivery. Make sure that nothing is damaged or unusable, and that you have received everything that you ordered before signing an acceptance receipt. Send back any items that are damaged and request replacements.

After completing these steps, simply click on your ‘back arrow’ (top left corner of the page) to return to your Project Instructions or click on this link to my  Home  page, and revisit the appropriate Project Instructions.

This concludes the 5 Steps for Project Management which are in all of my Step-by-Step Project Instructions.


Again, I would strongly suggest that you Print this page and keep it handy, as you will need it for completing all of your future Projects.

Pleases leave a Comment or ask a Question in the Comments section in any Project post.


Thank you,

CJ Dodaro