5 Steps for Project Management

5 Steps for Project Management


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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 are needed to complete this 1st Project:

Tools & Supplies Needed:

  • Scratch Paper
  • Clipboard
  • Sharpened Pencil
  • 12″ 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. Project Goals: _____________________________ (under Project Name)
  4. Materials & Tools Needed (under Project Goals – centered on page).
  5. Horizontal Line across the entire page, for your column headings (about 1 inch below the above).
  6. 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 you can 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.




General Instructions


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’s 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 needed for all Projects:

Tools & Supplies Needed:

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


In order to purchase a Tape Measure, see my page:  What is a Hand Tool? Q thru Z  Scroll down the list to find the correct Tool. You will find an explanation of that Tool, as well as, links to my Recommended Suppliers for you to purchase. Click on any of the links, and you will be directed to their offerings.


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. Record your goal at the top of the page. For larger Projects, create a detailed Design for your Project.


The Project may be a simple maintenance one, such as changing a furnace filter, with your 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 your 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.

  • For your larger Projects, I recommend that you list your main goal(s) at the top of that Project’s Instructions, so that you can refer to it often, in order to make sure that whatever you are doing pertaining to your Project is working toward completing that goal. I also recommend that you print out the Step-by-Step Instructions for each larger Project, as well as the Instructions on this page, so that you can have them handy while you are working. You can cross off or check mark each Step as you complete it, so that you can stay on track.

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 each of your Projects have been finished.


  • A second part in the Assessment process will be for any more complex Projects. You will need to create a detailed Design based on the space that is available for you to use. If you are remodeling your Kitchen, for example, you will need to create a Design showing where all of your appliances and cabinets will be located, as well as the sizes of each. Keep in mind your main goal(s) when creating your Design. If one of your goals is to create more cabinet space, make sure that you are accomplishing this in your Design.

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:  amounts, types, styles, sizes, 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. You can write down any information for your choices on a piece of scratch paper.

Once your decisions are made, create your Materials & Tools Needed sheet, based on that Project’s Instructions. Also, consult the first 5 Steps for that Project for any additional information offered there.


Now, for your current Project, complete the following Steps:

  • Print out the Project’s Step-by-Step Instructions, as well as a copy of these Instructions (You can Save the Printed Copy of this, since it will be needed in all of your future Projects. File it away in a place that you will remember.).


  • Retrieve a copy of your Materials & Tools Needed sheet and fill in your Project Name at the top of your sheet. Also list your main goal(s) at the top.


  • 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 Materials & Tools Needed sheet, eliminating any that you will not need. This may 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 amounts, types, styles, and sizes for your choices in the appropriate columns. Double check your sheets 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 listed (in that column only), with about a 1/2” space between them. Then, between those two lines, 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 lists to make sure that everything needed is included.


Step 3 – Calculate Project Cost


Now that your decisions have been made about the items needed for your Project, it is time to go shopping online, in order to compare prices. Always check the prices of my  Recommended Suppliers  as well as any Other Supplier you may know. Keep in mind each one’s Shipping Charges and Return Policy, when shopping for the best deal.

You can find the Shipping Charges and Return Policy information for any of my Recommended Suppliers, by clicking on any of the ‘About’ drop-downs under that heading on my  Home  page. You can also click on any Supplier link on the page to be directed to their site, where you can search for all of the items needed for your Project.

Mark down each Supplier’s prices, for a quantity of (1) for each of the items in your list. (You will do the TOTALS for your chosen Suppliers only.)


If you will be checking prices for Materials or Tools from a Supplier other than from one of my  Recommended Suppliers  that are listed on that page, write the name of that Supplier in the ‘Other’ column, across from the Materials or Tools that you are checking price for. (You may decide to purchase some items from one Supplier, and other items from another, depending on price or availability. Again, keep in mind Shipping Costs and Return Policy for each Supplier.)


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


  • Then, get online, and search the Suppliers that I have offered you, by either clicking on their respective links found in my page:  Recommended Suppliers  or go to my  Home  page and click on any of the drop-down links found under:  Home – Garden:  Tools and Equipment List – An Overview and search for the specific Tool that you need. There are links showing that specific Tool under each one.


  • Check and mark down each Supplier’s prices, for a quantity of (1) for each of the items in your list. You will mark down these prices under their respective column headings and across from each item on 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 clicking on that link and Scrolling down to see my list. Then, click on any of the Suppliers’ links that are listed there to see their policies.


  • Compare the prices that you have discovered, choose the Supplier(s) of your choice, and ‘X out or line out, all of the information for all Suppliers that you are not choosing to use. 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 probably Shipping Costs.


Once all of your calculations have been completed for all of your current 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.


Tip:  When placing your order(s), if you are ordering Unfinished Pine Boards (for instance), make sure to specify that you only want straight, unwarped, boards.


There 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, return to your Project Instructions.


This concludes the 5 Steps for Project Management, which are the 5 Initial Steps for all of my Step-by-Step Project Instructions. Also, make sure to consult your Project’s Instructions for any additional Instructions that may include add-ons to these Steps.

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