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The Four Phases of Project Management

• HBR Editors

Planning, build-up, implementation, and closeout.

Whether you’re in charge of developing a website, designing a car, moving a department to a new facility, updating an information system, or just about any other project (large or small), you’ll go through the same four phases of project management: planning, build-up, implementation, and closeout. Even though the phases have distinct qualities, they overlap.

• This story is by the staff at Harvard Business Review.

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Project Management

Project lifecycle: 5 key steps in the project lifecycle process.

April 16, 2024

When does a project start, and when does it end? Asking this isn’t a project’s profound existential pontification—just good practice.

Whether you’re organizing your child’s school trip or building a new software application, understanding its lifecycle helps ensure nothing slips through your fingers. Let’s see how.

Why does a project manager need to understand the project lifecycle?

How to use the project lifecycle, project initiation, planning phase, execution phase, monitoring and control, project closure, initiate the project thoroughly, plan your projects completely, execute projects collaboratively, monitor processes and outcomes, end on a high.

What is the Project Management Lifecycle?

A project management life cycle is the various stages of a process from beginning to end. It is a series of processes involved in completing any project successfully, achieving objectives, and delivering outcomes. 

Typically, the project life cycle involves five phases: Initiation, planning, execution, monitoring, and closure. A project manager is responsible for the completion of tasks in each of the project management phases and a seamless transition to the next.

There are several benefits to understanding what the project lifecycle entails. Some of the top ones are as follows.

Better planning : As a project manager, when you know what the lifecycle entails end-to-end, you can ensure that every part of it is comprehensively planned.

Quality control : You can set up quality standards and metrics for every part of the project and ensure they work well together.

Agility : To be agile, you must clearly understand the larger picture. For instance, if you know the destination, you can take diversions and optimize velocity without affecting outcomes.

Risk mitigation : Understanding the project lifecycle end-to-end enables you to make projections, identify risks, and plan for them. 

Communication : Project lifecycle management helps managers visualize the future. When you know what’s expected, you can stay agile and inform project stakeholders of deviations beforehand.

The project lifecycle is a high-level journey framework that outlines how any project is likely to travel. It gives the project manager all the details about the destination, milestones, pitstops, filling stations, and more. 

A project manager can use it to:

• Visualize the big picture of the project
• Foresee common challenges and issues that might arise
• Ramp up/down efforts and budgets to match the needs of the phase
• Make adjustments, in case of any deviations
• Optimize project performance

In short, mapping the project lifecycle is critical for project success. So, let’s learn the lifecycle stages and how they work together.

What are the 5 Project Lifecycle Phases?

The five phases of the project management lifecycle are:

• Planning 
• Execution 

Once the sales team has closed the deal, signed the contracts, and got approvals for kick-off, it’s time for the project team to initiate the project. The critical activities in this phase are as follows.

Collecting input : In the project planning phase, collect all the information about the project, including requirements, goals, timelines, scope, budget, and measures of success.

Onboarding : Get the access, approvals, and contextual understanding needed to begin the project.

Assessment : Conduct a thorough audit of the input, environment, assets, etc., to identify gaps and risks.

Relationship-building : The project team gets to know sponsors and other stakeholders, building mutually trusting relationships necessary for success.

Project charter : Create a formal document that outlines the shared understanding of goals and requirements in detail before scoping and budgeting.

Once that’s set, it’s time to make detailed plans.

During the project planning phase, teams develop the plan, which describes in detail the project scope, quantifiable goals, deliverables, reasonable timelines, milestones, resources needed, etc. 

As a project manager, you will do the following in this phase.

Task management : Break down the project into tasks, sub-tasks, and checklists for simpler project management.

Project setup : Scheduling the tasks into a timeline with the help of a project management calendar for each stage of the project.

Prioritization : Prioritizing tasks based on various factors, identifying dependencies and risks, and developing mitigation strategies.

Goal setting : Setting goals, objectives, and targets for the project team to work towards. A good goal tracking app can help make this visible and interactive, too.

Budgeting : Creating a budget that fuels the project’s needs, while being efficient.

Now that you have a plan, what’s stopping you from getting started? Get to project execution . 

This phase turns your ideas and plans into action, bringing together people, processes and technology to solve problems. This is typically a project’s longest phase in the project lifecycle and consumes the most resources.

As a project manager, in this phase, you will:

• Allocate resources to the project
• Assigning tasks to team members
• Ensure the project activities align with the project management plan
• Support project teams with onboarding and getting started
• Enable quality control processes
• Communicate with stakeholders
• Make project status presentations
• Prevent scope creep, while adapting to changes in an agile manner
• Adjust schedules and plans based on project progress

Though it is considered the fourth phase in the lifecycle, it starts simultaneously with execution. Agile teams monitor work, collect feedback, and improve outcomes continuously. 

In this phase, project managers will:

Monitor performance : Measure project performance using key performance indicators (KPIs) , acceptance criteria, and other metrics.

Track variables : Any project might have several variables, such as team members going on leave, estimates going wrong, etc. Track these against goals/expectations regularly and identify considerable variances.

Manage constraints : During the course of the project, constraints of time, budgets, and resources are bound to occur. You must manage these constraints by reallocating budgets/resources, requesting additional support, etc.

For instance, if someone on the team goes away on a long sick leave, you’ll need to request help from other projects or an extension from the project sponsor.

Control quality : A project manager must ensure that all the acceptance criteria are met. A faulty screw makes a faulty car—so you need to do this at every step of execution so the quality issues don’t accumulate. 

Documentation : No one likes documentation, but it needs to get done. Project managers work closely with the project teams to create documentation to facilitate seamless hand-offs.

Work isn’t done until the project sponsor says so. To get approvals, you need to make sure that the project is truly complete at your end. So, in this phase, you deploy the project, perform a final round of checks, and close the following.

• Contracts : Resolve all outstanding items or disputes with clients, suppliers, or contractors
• Finance : Close accounts, consolidate expenses, raise invoices, and collect payments
• Documentation : Release project resources, hand over documentation, and archive project documents for future reference
• Retrospective : Conduct post-project evaluation with all stakeholders and collect feedback
• Project acceptance : Obtain a final sign-off from the project sponsor/client to consider it closed

And then, do a happy dance. Because, why not?

How to Implement the Project Management Lifecycle?

Now that you know what the project management lifecycle is, it is time to use it in your project. While the lifecycle is a high-level concept with best practices at each stage, you can ensure it’s implemented effectively with a project management tool like ClickUp . Here’s how.

A project management tool is not just an execution tool but a great way to manage the entire lifecycle. Use it in the project initiation phase in the following ways.

• Document the project charter on ClickUp Docs and share it with all stakeholders, and get their buy-in
• Summarize long documents and give everyone a simple view with ClickUp AI
• Use ClickUp Forms to collect all the necessary information
• Set up a new folder/list for assessment and track granularly
• Build transparent relationships with project sponsor/client teams by giving them access to your ClickUp project

A project management tool is excellent for the project planning phase. With ClickUp, you can:

Set goals : Use ClickUp goals to set targets for your project. Track progress consistently and make sure the team can see it.

Plan sprints : Use ClickUp tasks and milestones to break the project into manageable tasks. Add all user story-related information to the description. Set up acceptance criteria as checklists.

Set schedules and timelines : Use the ClickUp calendar view to schedule tasks over time. Drag and drop tasks across days/weeks to optimize schedules.

Prioritize : Set up dependencies and priorities.

You need robust project management software to bring the entire project team on the same page. It helps the project execution phase in numerous ways.

Set up context : ClickUp’s project management software allows you to offer every stakeholder a view of the project. You can also give a limited view to project sponsors or clients.

Document progress : Use ClickUp Docs for standup meetings—there’s even a ClickUp Daily Standup Meeting template for that.

Allocate resources : Use the ClickUp Workload view to see who’s busy and who’s available. Allocate them to projects accordingly.

Communicate clearly : Use ClickUp tasks and comments features to collaborate contextually. Discuss questions and concerns. Assign action items from comments directly. View all your messages in one place, the ClickUp Chat view .

Automate intelligently : Many of the AI project management tools today can help in creating content, summarizing text, automating workflows, etc. dramatically improving efficiencies.

Balancing the project or triple time, cost, and scope constraints is a perennial challenge. Overcoming this challenge requires project monitoring with steady processes and tools.

Use the project management software to track every aspect of your project. ClickUp Dashboards allows you to see everything you need. Some of the most popular reports are:

• Burn up/burn down charts
• Project status by stage
• Real-time progress tracking on all tasks
• Project goals and achievements so far
• Time tracked by each team member on various tasks

Use ClickUp to bring your project to a successful closure. 

• Hand-off : Write your documentation on ClickUp Docs and share it with a simple URL
• Retrospectives : Write down notes from your retrospectives and use them as action items for the next project
• Archive : Mark all tasks as complete and archive the project. You can also set up this project as a template for future work

As for the victory dance, well, you’re on your own!

Manage the Entire Project Lifecycle in One Place on ClickUp

Project management is no joke. Especially if you’re managing multiple projects, it can flow over each other obfuscating where it began and where it ends. This can cause a number of inefficiencies across project management phases. 

You might have missed collecting all the information. Billing can be delayed. Resources may be under/overutilized. Quality issues might occur. Stakeholders’ collaboration might suffer. All these can put the entire project in jeopardy.

As a project manager, you must understand and implement the project management lifecycle. From initiation to complete closure, you need the right tools to plan, execute, track, and document the project.

This is exactly what ClickUp is designed to do. With thoughtful features, usable AI, and dozens of project management templates , ClickUp is the tool for the entire project lifecycle. 

Try ClickUp for free today !

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12 Key Project Management Principles & How to Use Them

Project management is a highly complex field. There are many things that a project manager must understand to be successful such as the methodologies, reports and tools that exist.

To help you simplify things, we’ve listed the top 12 project management principles that any project manager should know. These principles are a great starting point as you go through the journey of becoming a successful project manager.

Once you learn about the key project management principles, you’ll need a robust tool with the features needed to keep track of your project plan, budget and schedule. ProjectManager offers Gantt charts, kanban boards, project calendars and other project management tools to help you and your team achieve more. Get started for free today.

What Are the Principles of Project Management?

These project management principles cover the major areas when managing a project. At ProjectManager, we have tons of project management templates , blogs, tools and other resources to help you manage your projects better.

1. Define a Project Organization Structure

This is the first thing you’ll have to think about when managing a project. The project organization structure is the framework that facilitates the planning, execution and tracking of project activities. To set up your structure, you’ll need to create a project organization chart that specifies the roles and hierarchy of every team member. Then, think about the procedures and guidelines that will be followed by them.

2. Set Clear Project Goals & Objectives

Before you can start the project planning phase, you’ll need to define the main goals and objectives of your project. The project goals define the expected benefits of the project while the project objectives are the steps that you’ll need to take to achieve them. Defining your goals and objectives will set the stage to plan your project scope, schedule and budget.

3. Create a Communication Plan

While reporting to the various participants in the project is key, there must be a primary communication plan to regulate communications between yourself and the project sponsor. This is the only way to ensure those project decisions are properly implemented.

Without having a singular way to disseminate what the sponsor wants to the project manager, you’re not being effective in administrating the project. Even if there are multiple sponsors, they must speak with one voice or risk sending the project into chaos.

You have the responsibility to set this line of communication in place. This entails finding the right person with the right skills, experience, authority and commitment in the executive team to facilitate this important task.

4. Define Roles & Responsibilities

To move forward, a project must have well-defined roles, policies and procedures in place. That means everyone must know what they’re responsible for and to whom they answer. There needs a delegation of authority for any project to function.

It also means that you must know how you’re going to manage the scope of work , maintain the quality of the project, define its schedule and cost, etc. Without these things sorted from the jump, you’re putting the project at risk.

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RACI Chart Template

Use this free RACI Chart Template for Excel to manage your projects better.

5. Create a Risk Management Plan

Risk is part of life, and it’s certainly a part of any project. Before the project even starts, figure out the potential risks inherent in the work ahead. Identifying them is not an exact science, of course, but you can use historic data and knowledge from your team and sponsors to uncover where the risk lies. Using a risk register template helps you capture all of this information.

It’s not enough to know that risk might rise at certain points in a project; you also should put in place a plan to resolve the issue before it becomes a problem. That means giving each risk a specific team member who’s responsible for watching for it, identifying it and working towards its resolution.

Naturally, you’re not going to foresee every risk, but hopefully, you’ll have at least identified the big ones. That’s why you must keep an eye out for any irregularities and train your team to keep an eye out for risks.  The sooner you identify a risk, whether expected or not, the faster you can mitigate it and keep the project on track.

6. Set a Project Performance Baseline

As you progress through your project, you’ll need project performance metrics to measure success. This is how you can hold your team and yourself accountable, so you should always have ways to measure the various aspects of your project and determine if the actual figures reported are in line with the ones you planned.

The great thing about accountability in a project is that it gives you the means to identify team members who are top performers and reward them accordingly. Other team members may require more training or direction to improve their performance.

7. Create a Change Management Plan

As a project manager, you’ll need to know that project plans will likely change as your team starts the project execution phase. Delays, issues, and risks might make it necessary to make changes to your project scope, budget or schedule.

Keeping track of these changes and establishing an approval process it’s called change management, a critical facet to project success as it helps to avoid scope creep and other issues. The change management process is simple. You’ll simply need to create a change management plan , a document where you specify how changes will be handled.

This will guarantee that whenever a stakeholder or a member of the project management team wishes to make a change to the project plan, there will be a change management process in place. In most projects a change request must be created, filed and approved.

8. Focus on Value Delivery

In any project, it’s always important to focus on your clients’ and stakeholders’ expectations and meet their project requirements . As a project manager, you need to make sure that the project goals and objectives are realistic and agreed upon by the project team and project stakeholders.

Then once you’ve reached an agreement with clients and stakeholders you can think about your value chain, supply chain, milestones, deliverables and quality standards and evaluate whether you’re delivering the expected value. During the project life cycle, you’ll be constantly making decisions that could either increase or hinder the value you deliver with your project.

Some examples of decisions that increase value can be creating a quality management plan  or choosing a methodology that allows constant customer feedback and communication for value delivery such as agile or scrum.

Free Project Management Templates

We have dozens of templates to help you implement the project management principles that we just learned about. Our project management templates will help you at every stage of the project management life cycle, speeding up the process and helping you achieve more.

Project Plan Template

Our project plan template is a great place to start planning your projects. Simply download the file and start putting together your project plan. Then you can start using our many project management features such as our Gantt charts, kanban boards and project calendars to keep track of your project scope, schedule and budget.

Project Budget Template

Your project budget must cover all project costs, otherwise, you won’t be able to execute the work that was planned. It’s important to estimate costs as accurately as possible and document them all. Our project budget template for Excel is the perfect tool for that. However, if you need advanced project budgeting features, give ProjectManager a try.

Gantt Chart Template

Gantt charts are the most versatile project management tools there are. They’re helpful for project planning, scheduling, resource management, task management and more. Our Gantt chart template for Excel is ideal to get familiarized with this tool. Then you can import your data into ProjectManager’s Gantt chart, which allows you to identify the critical path, set task dependencies, set milestones and collaborate with your team in real time.

Put Principles Into Action with ProjectManager

Now that you know the principles, it’s time to get the tools that turn those principles into reality. But the last thing you want is to shuffle through a multitude of apps. ProjectManager is an all-in-one project management software that can help you control projects from initiation to close.

Balance Your Resources

Once the project is executed, it can quickly get out of hand if you don’t have resource planning tools . ProjectManager automates much of your resource management with a workload page that is color-coded, allowing you to see resources at a glance and make adjustments accordingly. There are also task management and collaboration tools to empower teams to work more productively together.

Get Live Progress Updates

Progress is the name of the game, of course, but if you’re not able to track progress as it happens, then you’re behind before you’ve even started. ProjectManager is cloud-based software with a real-time dashboard that automatically updates to reflect task progress, costs and other metrics. These numbers are automatically calculated and shown in colorful graphs and charts that make great visuals for stakeholder presentations.

There are more principles to project management. The list might even be endless, but these give you a roadmap to success. But you can’t get there without the right tools for the job. The cloud-based software of ProjectManager has the features you need to implement these principles through every phase of the project’s life cycle. Try it out yourself for free with this 30-day trial, and see how it can help make your job easier and increase project productivity.

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Project Management

9 minute read

Project Management Phases: What You Need to Know

Parth Mavani

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Projects are essentially a series of steps you take to turn an idea into a reality. The Project Management Institute (PMI) breaks down these steps into five project management phases: initiating, planning, executing, controlling, and closing. 

In this article, we will go through each of the five project management phases and how you can excel at each step. 

Project management phases

As mentioned above, the five phases of a project management life cycle are: project initiation, project planning, project execution, project monitoring and control, and project closure.

1. Project conception & initiation

Project conception & initiation is the first phase in the journey of project management, and the most important one too. This is when it’s decided if the project is necessary, and if so if it is feasible to execute it.

There are two tools that project managers use to evaluate whether to go on with the project, or not. They are as follows:

Business case document

The business case document is a formally compiled list of reasons of why the project is needed and if the execution of the project worth its estimated results. If the justification in the business case document is good enough to convince the panel, then the project will move ahead. If not, the project may be shelved.

Feasibility study

If the project management office does not have enough resources and expertise to carry out the proposed project, then at this point, the panel may decide to shelve the project. Taking on the project with the necessary knowledge or resources, even if it may be beneficial for the business, may prove to be disastrous for the PMO. Resulting in wasted time, effort, and money.

If the panel is confident about the project after taking a look at the business case and feasibility study, then the project is given a green signal. This brings us to our next step: Project Planning.

2. Project planning

Project goals

The project plan must outline specific, measurable, realistic and time-bound goals for the project. For a pitch-perfect definition of your project goals, use project management software to guide you.

Project scope

The project scope must clearly define what the final product or result of the project should look like so that the team to get a clear vision of what needs to be achieved. 

Definition of deliverables

Deliverables are small time-bound milestones, that should first be achieved to reach the destination of project completion. If the goal of the project is a production of 100 bicycles, this goal will be divided into small deliverables such as completion of output of all wheels, completion of production of all handlebars, completion of production of all seats, completion of the process of assembling all the parts, etc. The achievement of all these deliverables will result in project completion, i.e., production of 100 bicycles.

These deliverables should be identified, clearly defined and deadlines must be set to achieve each of them during project planning. Through good project management software, you can keep a clear track of all the achieved and to-be achieved deliverables.

Work breakdown

Once the deliverables are clearly defined, the responsibility to achieve them should be assigned to individuals or teams. This should be done through a clearly defined work breakdown structure, or if you find some inconsistencies during completion of any deliverable, you know who is responsible. Work breakdown is easy to perform with a good project management software. Tip: Bear in mind the strengths and weaknesses of individuals and teams when assigning duties.

Budgets must be wisely allocated for each deliverable according to the nature of each activity. 

Human resources plan

Here, each member of a team is assigned some tasks, and negotiations are made with the team members and supervisors, on the time that needs to be devoted on the project by each of them. Also if additional staff is required, then arrangements are made for that. A project management software helps you to create an efficient human resources plan.

Risk management plan

Here, all the risks or hiccups that can occur during the project journey, are listed down, and mitigation strategies are prepared for expected risks that have high stakes on them, and all this is done, with the help of suggestions from internal experts, stakeholders, project sponsors and the project team. Risk management plans are prepared better with project management software.

Communications plan

Here, it will be specified, the people who need to be provided specific project-related information, and the timing and channels through which the data will be delivered to them. 

Stakeholder management plan

It defines the role of the stakeholders in the given project, whether they too need to perform some tasks, or providing timely updates of the project to them is enough.

Change management plan

Here, the protocols and processes are defined, for making changes in any of the project-related plans during the project, if needed. Change management plans can be made effectively, with project management software.

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3. Project execution

This is when the actual work to complete the project is performed. The teams start executing their tasks, as defined in the project management plan. The project manager, in the meanwhile, keeps the execution process channeled in the right direction and also ensures that all the activities are performed well within the time limit allotted. The work performed is continuously presented to the stakeholders, who then review it and suggest any revisions, if required. Projects can be better executed with the help of project management software and payroll software to track human resources.

4. Project monitoring and control

Sometimes, the lengthy process of project management leads to scope creep, which may derail the project from the course of achieving the desired results. To prevent this, the teams constantly monitor the tasks that are being performed, regularly evaluate the KPIs , and monitor the budget and schedule. This phase of project monitoring and control is simultaneously performed during project execution. 

5. Project closure

Case study: What not to do

Now, let’s look at a case study of the most disastrous project management ever: ‘the Titanic,’ so that we can learn some critical project management lessons from it.

The initial project scope of the Titanic project demanded a technologically safe and robust design of the Titanic ship. This project scope was misinterpreted and spread as a myth that Titanic was practically unsinkable. 

Due to this misinterpretation, the team in charge decided to reduce the number of lifeboats since they were so sure the Titanic could never sink. With the extra space, the first class passengers could get a better view, and the dining area could be enlarged. This led to scope creep , and project Titanic was no longer the original safe version it was planned to be. 

Some officials raised this issue that reducing the number of lifeboats can prove to be dangerous, but their warnings were not paid any heed. Furthermore, the planning and execution of this project were so hurried that it led to confusion among the team members about their roles and responsibilities.

This case study is an unforgettable lesson for all project managers to execute each phase of project management very diligently, while keeping every aspect of the resources and goals in mind, and making a robust project plan with a clear framework, for a confusion-free execution.

Over to you

You can avoid these significant mistakes by managing your project closely through each project phase. There are many tools  to help you achieve this, and make your job easier and less complicated. 

While software can help you do some of the heavy lifting, a solid understanding of project management is vital to making your projects a success. 

GoSkills Project Management for Business Professionals online course can help give you a solid foundation in planning, scheduling, and executing your projects to turn any potential “Titanics” into triumphs instead.

Start learning today with a seven day free trial of all GoSkills courses! 

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Parth Mavani is a software analyst at SoftwareSuggest.com. When he’s not writing about project management software, he’s a passionate learner, critical thinker, football fan and travel freak.

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Navigating the Phases of Project Management: A Step-by-Step Guide

• February 3, 2024

Project management is a systematic approach to conceiving, planning, and executing a specific project or initiative. It consists of a series of techniques, tools, and skills that help manage and guide various project activities to achieve the desired objectives within the constraints of scope, time, cost, and quality. Simply put, project management is the process of turning ideas into reality.

This process is generally divided into various phases or stages, commonly known as the phases of project management. These phases include the Initiation, Planning, Execution, and Monitoring & Closure. Each phase focuses on different aspects of the project and is equally important to ensure the project’s success. It’s comparable to progressing through various milestones during a journey, each leading you closer to your destination.

Why is understanding these phases necessary? Because consistently successful project management depends on adequately navigating through these phases. No matter the project – whether it’s launching a new product, constructing a building, or implementing a sophisticated software solution – it requires a distinct focus on each phase. Grasping the essence of each phase helps in managing resources better, avoids project overruns, reduces risks, and ultimately leads to successful project completion. The most crucial aspect of understanding these phases is that it provides a tried and tested framework regardless of the project’s size, industry, or nature.

Therefore, adopting a systematic approach, which includes understanding the phases of project management, can greatly aid in the successful completion of a project. It can also establish a common language for communication among project participants and stakeholders. It allows every team member to be in-sync and move toward the project’s collective goals. Thus, understanding these phases is not just important, it’s indispensable. As discussed, we will be delving into each of these phases one by one, starting with the Initiation phase in the next section.

Phase One: Initiation

The first step in the journey of project management is initiation . During this phase, the primary task is to clarify the project’s purpose and scope. This stage also involves identifying the project’s objectives and goals, making it one of the most vital stages in project management, as a lucid understanding of the project’s purpose will shape its future course. It is essentially the preparatory stage where project managers define the project’s boundaries.

Next, it’s imperative to identify the project’s stakeholders as they play a significant role in shaping the project’s direction. Stakeholders can be anyone from the project team, clients, or top management who have an interest in the project or will be affected by its outcome. Knowing and understanding who these stakeholders are early on, and their interests and expectations, is key to the project’s success. It helps prioritize the project tasks and align them to meet stakeholders’ expectations.

Developing a project charter is the next crucial step in the initiation phase. A project charter is something like a blueprint of the project that encapsulates various aspects such as the project’s scope, objectives, stakeholders, and overall approach towards achieving these objectives. The creation of the project charter acts as a foundation for the planning phase that follows the initiation, setting clear directions for the project team to follow.

Lastly, undertaking a feasibility study is fundamental at this phase. A feasibility study helps determine whether the project is viable and can be carried out successfully under the constraints of time, resources, and budget defined in the project charter. It aids in making informed decisions on whether to proceed with the project, thereby mitigating potential risks that might emerge further in the project lifecycle. It provides an opportunity to assess potential risks and rewards related to the project, thus providing a framework for discerning business strategies.

The initiation phase is a launch pad, preparing the project for success or failure. With a clear understanding of the project’s objectives, stakeholders, the creation of a sturdy charter, and a comprehensive feasibility study, project managers can effectively navigate this phase , setting the project off on the right foot.

Phase Two: Planning

The planning phase , which is the second phase in the process of project management, constitutes a significant segment of any project. This part of the project management process is where a detailed project plan is established, and the route leading to the successful completion of the project is determined. This phase involves an in-depth process of defining clear, discreet activities and work requirements.

Creating a comprehensive project plan is the first key step in this phase. This process involves outlining the objectives and goals of the project, identifying the tasks that need to be completed, assigning who will complete each task, and determining the timeline for task delivery. This detailed plan serves as a guide throughout the project and often includes key milestones and deliverables to help evaluate the project’s progress.

Risk management planning during the planning phase is crucial for successful project management. In this stage, it is necessary to anticipate any risks that could potentially derail the project’s trajectory and devise probable solutions beforehand. This step assists in proactively addressing any issues that can arise, minimizing their impact, and setting out clear steps to get the project back on track if these risks occur.

The planning phase doesn’t stop at risk and task management; it also involves comprehensive resource and budget planning . This stage involves deciding and allocating the specific resources required for task completion, including human resources, equipment, and materials. Budget planning should consider all these resources and any potential contingencies. Remember, a well-planned budget prevents unnecessary expenses and provides a fiscal blueprint for your project to follow.

By understanding and executing this planning phase properly, you set up your project for success. It serves as a roadmap providing every team member with a clear understanding of their roles, objectives, schedules, and resources. This meticulous planning ensures that the project remains on schedule and within budget throughout its lifecycle.

Phase Three: Execution

Our journey through the phases of project management now brings us to the Execution phase. This is the stage where the actual work begins, everyone’s sleeves are rolled up, and tasks are executed according to the detailed plan prepared in the prior phase. Your project plan is enacted to achieve the objectives set out in the project charter. Notably, this phase is all about productivity, teamwork, and quality control. It involves using the resources and financial allocation from the planning phase to complete the designated tasks.

One of the linchpins of effective execution is efficient team management and dynamic leadership. In fact, the success of this phase largely hinges on the project manager’s ability to guide and lead the team effectively. It’s the stage to keep the team motivated, assign tasks, manage workload, and ensure cooperation and collaboration among the team members. Remember that every team member has a different skill set and working style, and managing these differences is crucial for seamless project execution.

Quality control processes also play a significant role in the execution phase . It’s important to ensure that the project deliverables meet the specific quality standards specified in the planning phase. This involves using various testing and inspection techniques to verify that the product or service meets the required standards and complies with regulations. Regular audits, progress meetings, and critical path analysis can be beneficial in maintaining quality standards.

Efficient communication and stakeholder engagement is another critical element during this phase. Not only does it involve keeping everyone involved in the project informed about the project’s progress, issues, and changes, but it also involves managing stakeholder expectations and ensuring their engagement. You need to keep the lines of communication open with all stakeholders, continuously engage them regarding the project’s status, and proactively address their concerns. Stakeholders also need to feel involved and aware of the execution, progress, and possible adjustments in the project. This strategy ensures transparency and lays the foundation for the project’s credibility and success.

To sum up, the Execution phase is the ‘doing’ phase of project management when the actual project deliverables start taking form. Remember, effective leadership, quality control, and communication are the critical success factors in this phase. This phase is a true test of the plans laid out in the previous phases, and it’s where the project starts to take shape and moves closer to its completion stage.

Phase Four: Monitoring and Closure

Our penultimate destination on this project management journey is Phase Four: Monitoring and Closure. It’s during this phase that the project manager and the team must diligently track, review, and regulate the project’s performance against the pre-defined plan.

The monitoring aspect of this phase involves constant tracking of the project’s progression. It includes regular checks to ensure that all tasks and milestones are being met on time and within budget. It’s also the time to anticipate any risks or issues that may serve as potential speed bumps. It’s all about evaluating performance and ensuring that any deviations from the plan are addressed promptly and effectively.

On the other hand, the closure of a project isn’t just about ending the project but also about reviewing and learning from it. This is the time for the team to assess the project’s success by comparing it against its initial objectives and the project charter. Gathering the team’s feedback, identifying successes and failures, and making recommendations for future projects are crucial parts of this stage.

Post-project review is another key aspect of the closure phase. This involves a thorough evaluation of the project, focusing on successes, challenges encountered, and lessons learned. It serves as a useful tool for continuous improvement and can guide future projects, helping to avoid making the same mistakes, and to repeat the successful strategies.

Lastly, an often underrated aspect of this phase is the role of documentation. During project closure, comprehensive and organized documentation can be your best ally. It provides a future reference, reinforcing what worked well and noting what didn’t. Documentation also aids in the transfer of knowledge, which is beneficial for team members who may tackle similar projects in the future.

So, as you embark on the monitoring and closure phase, remember the dual task before you. Ensuring effective monitoring throughout and wrapping up the project with an informative closure are key to overall project success.

In conclusion, understanding the four phases of project management is of utmost necessity for any professional in the field. We’ve explored the details of each of these phases—from initiation, planning, and execution, to monitoring and closure—reinforcing the crucial elements in each stage. If managed adeptly, these project management phases constitute the backbone of any successful project.

Remember, knowing these phases is not just for the sake of knowledge but is the key to successful project management. A thorough comprehension of project management phases allows managers to control scope creep, keep a tab on the budget, limit risks, and ensure each team member works harmoniously to achieve the common project goal. When each of these phases is handled diligently, project results typically align with stakeholder expectations, thereby improving overall customer satisfaction.

It’s time to take inspiration from this step-by-step guide, put theories into practice, and navigate through the exciting journey of project management. The phases of project management are more than just theoretical constructs; they are practical steps that pave the way for project success. Every project you undertake is a learning opportunity, and familiarity with these phases can augment your efficiency as a project manager.

Whether your project is a minor task or a significant enterprise, these phases apply universally. The why, what, and how of all projects remain broadly the same, and these phases help you navigate through it effectively, keeping all stakeholders on the same page and ensuring successful project delivery. Good luck in applying these principles, and here’s to your successful project management!

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Navigating the continuous learning journey for project professionals

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In today's rapidly evolving world, project professionals' success in delivering projects relies on their knowledge base, shaped by established best practices. As technology advances exponentially, the project management landscape constantly evolves, introducing new trends, tools, and techniques. Navigating this changing terrain is crucial for project success. Thus, professionals must prioritize continuous development to remain competitive and proficient in leveraging the latest advancements in project management.

This article briefly addresses questions surrounding the continuous development of project professionals. While not a comprehensive guide, it aims to stimulate reflection on this topic.

Why Continuous development and learning is crucial to project professionals?

Imagine your journey in project management as a challenging expedition. Continuous learning serves as your compass, helping you navigate the ever-evolving landscape. Here's why it's indispensable:

Adaptation to change: the project management field evolves rapidly. New methodologies, technologies, and best practices emerge regularly. Continuous learning ensures you remain adaptable and up-to-date.

Enhancing problem-solving skills: projects often encounter unexpected obstacles and complexities. Ongoing learning fosters problem-solving abilities, enabling professionals to tackle unforeseen issues with creativity and confidence, ultimately leading to more successful project outcomes.

Building resilience: in a world of uncertainty, continuous learning enhances your ability to navigate unexpected challenges. It equips you with the tools to pivot gracefully in the face of adversity.

Mastery and excellence : even seasoned project managers can benefit from continuous learning. It allows you to delve deeper into specialized areas, honing your expertise and setting you apart from the competition.

Career advancement: whether you're starting your career or aiming for leadership positions, ongoing learning is your ladder to success. It equips you with the knowledge and skills needed to advance.

Meeting certification and compliance requirements: many project management certifications require ongoing professional development to maintain accreditation. Keeping up with these requirements ensures that project professionals can retain their certifications, which can be essential for career advancement.

Which routes are available for the continuous development of project professionals?

Your journey of continuous learning in project management offers a multitude of paths, some of these are:

• Formal Education (i.e. university degrees)
• Workshops and Seminars
• Online Learning
• Reading and Research
• Certifications
• Coaching and Mentoring  
• On-the-Job Training  
• Networking and Peer Groups  

One of the most sought-after routes for the project professionals is the certifications route due to its global recognition and potential for increased earnings. They also validate standardized knowledge and enhance skills, making certified professionals more appealing to employers and better prepared for leadership roles. Certifications can be classified into 5 main categories as follows:

• Portfolio Management Certifications (e.g PMI-PfMP and Axelos-MoP)
• Programme Management Certifications (e.g. PMI-PgMP and Axelos-MSP)
• General Project Management Certifications (e.g PMI-PMP & CAPM, Axelos-PRINCE2, APM-PFQ, PMQ and PPQ and IPMA-Levels A-D)
• Agile Project Management Certifications (e.g. Scrum Master, PMI-ACP, PRINCE2-Agile)

Specialised Project Professionals Certifications:

• Scheduling (PMI-SP and AACE-PSP_
• value (e.g. Axelos MoV)
• Risk Management (e.g. Axelos MoR and PMI-RMP)
• Cost Management (e.g. AACE-CCP)
• Contract Management (e.g. NEC Project Manager and FIDIC Certified Contract Manager)
• Procurement & Supply Chain Management (e.g. ASCM-CPIM and ISM-CPSM)

As you have probably realised by now, choosing the right certification can be bewildering. Next, we will provide some factors to be considered to help you navigate the certification maze.

How to choose the right certification(s) for you?

choosing the right certification should involve careful consideration of several key factors such as:

Career goals, ROI and advancement: determine your career goals and how the chosen development route aligns with them. Evaluate the return on investment (ROI) of your selected path, considering factors like potential salary increases and career advancement opportunities. This holistic approach ensures your professional growth supports both your aspirations and financial considerations.

Skills, motivation and evaluation: start by assessing your current skills and identifying areas for improvement (One of the tools you can use for this is the APM Competence Assessment Tool). Your personal motivation and commitment to professional development are crucial factors in choosing the right route. Regularly evaluate the effectiveness of your chosen path to ensure it aligns with your evolving career goals and dedication to growth.

Industry and organizational alignment: stay informed about industry trends and ensure that your chosen development route aligns with the evolving demands of your organization and the broader industry. This alignment ensures that your professional growth benefits both your personal career goals and your organization's objectives.

Learning style and preferences: consider your preferred learning style — whether you thrive in structured classroom settings, prefer self-paced online courses, or benefit from hands-on experiences. Choose routes that align with your learning preferences.

Certifications and requirements: if pursuing specific certifications or qualifications is important to you, research the prerequisites and requirements for those certifications. Ensure your chosen route aligns with these prerequisites.

Networking and mentorship: explore routes that provide both networking opportunities and mentorship options. Engaging with peers and experienced mentors can offer valuable insights, guidance, and a broader perspective on your professional development. Consider how these interactions can enhance your career growth.

In conclusion, continuous learning and development are the cornerstones of success for project professionals. With a plethora of learning avenues and certifications to choose from, your journey can be both enriching and transformative. Embrace the potential of AI as your learning companion, and you'll be well-prepared for the evolving world of project management.

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A project and programme management professional with 12+ years of extensive experience managing and successfully delivering complex and challenging energy projects in the UK, UAE, Egypt, Iraq and the USA. I have a B.Sc. in Mechanical Engineering, an M.Sc. in Management of Projects, and several professional certifications in Portfolio, Programme, and Project Management.

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Everything You Need to Know About Becoming a Project Manager

In today’s fast-paced and competitive business landscape, project management has emerged as a critical function for organizations aiming to achieve their strategic objectives efficiently and effectively. As businesses increasingly rely on projects to drive innovation, growth and change, the demand for skilled project managers continues to rise. 

In this comprehensive guide, we’ll explore how to become a project manager, outlining the steps you can take to embark on a rewarding career in the field.

How to Prepare for a Project Management Career

Before diving into the specifics, it’s essential to understand the core responsibilities of a project manager. Working in just about every industry, project managers are tasked with overseeing the entire lifecycle of a project, from conception to completion. They coordinate across teams to ensure projects are delivered on time, within budget and to the required quality standards. 

This role involves strategic planning, resource allocation, risk management, stakeholder communication and team leadership. If you’re interested in gaining the multifaceted skill set required of project managers, consider the following steps: 

1. Earn a Bachelor's Degree

A bachelor’s degree is considered the minimum educational requirement for project managers. While the field is diverse and welcomes professionals from various educational backgrounds, certain majors will better provide you with the foundation you’ll need for a successful project management career. 

A bachelor’s degree in project management is ideal, but degrees in business administration, management, engineering and information technology are also commonly pursued by aspiring project managers. These programs often cover important topics like organizational behavior, project planning, financial management and information systems, equipping students with a broad skill set that is applicable across industries

2. Choose a Project Management Specialization

Project management is part of a wide range of industries and sectors, each with its unique challenges and opportunities. As you progress on your journey toward becoming a project manager, it can help to consider where your interests and passions lie. 

For example, you might envision yourself leading large-scale construction projects, implementing innovative technology solutions, or orchestrating complex marketing campaigns. By identifying your niche early on, you can tailor your education and training to align with your career aspirations, positioning yourself for success in whichever industry you select.

3. Pursue Certification

While not mandatory, obtaining a project management certification can significantly enhance your credentials and credibility in the field. The Project Management Institute (PMI®) offers several globally recognized certifications, including the Certified Associate in Project Management (CAPM®) and the Project Management Professional (PMP®) Certification . 

Agile methodologies have also become integral to effective project management in today’s rapidly evolving business landscape. There are a range of Agile certification opportunities you can pursue, including the PMI Agile Certified Practitioner (PMI-ACP)® and the Disciplined Agile® Scrum Master (DASM) certification . 

To qualify for these certifications, candidates must meet specific requirements, including a combination of project management education and experience. The certification process typically involves passing a rigorous exam that tests candidates’ knowledge of project management principles, processes and best practices. 

4. Acquire Industry Experience

In the realm of project management, experience is more than just a valuable asset — it’s a prerequisite for success. While formal education and certifications can provide a solid foundation of knowledge, it’s the hands-on experience that truly sharpens your skills and prepares you for the challenges of real-world projects. 

As an aspiring project manager, you should seek out opportunities to immerse yourself in project environments. Whether it’s through internships, entry-level positions or volunteer work, every opportunity to contribute to a project is a chance to learn and grow. You might consider starting by taking on roles like project coordinator or assistant project manager where you can support more experienced professionals while gaining firsthand exposure to project management practices, from stakeholder engagement to risk mitigation. 

It can also be helpful to actively seek feedback from mentors, supervisors and peers. By reflecting on your successes and challenges, you can continuously refine your project management skills while demonstrating a commitment to learning and improvement. 

5. Consider Post-Baccalaureate Education

In today’s rapidly evolving business environment, continuous learning is essential for staying ahead of the curve. Many consider building upon their repertoire of industry knowledge and skills by pursuing advanced education in project management, such as a master’s degree or graduate certificate program . 

Post-baccalaureate opportunities like these allow you to delve deeper into specialized topics such as project risk management, procurement and strategic leadership. This will help equip you with the advanced skills and knowledge needed to tackle complex projects and lead high-performing teams. Advanced education can also open doors to senior-level positions and career advancement within your organization. 

Take the First Steps Toward Becoming a Project Manager

As you embark on this journey into the world of project management, it’s important to embrace the challenges and opportunities that come your way. Each project is a chance to learn, grow and make a meaningful difference with your work. 

Success as a project manager isn’t just about delivering projects on time and within budget — it’s about building strong relationships and fostering collaboration while driving positive outcomes for your organization and stakeholders. By following the steps outlined above, you’ll gain what you need to lay a solid foundation for a fulfilling and impactful career. 

The Project Management Department at Saint Louis University (SLU) can provide you with the preparation and guidance you’ll need for a fruitful project management career. Explore our program options below: 

• Bachelor of Science in Project Management
• Undergraduate Certificate in Project Management
• Master of Science in Project Management
• Post-Baccalaureate Certificate in Project Management

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1 Conception: ‘The journey begins’

To write about projects, we have to define what they are and describe how they arise. This course will concentrate on describing what a project is, and how it can arise as a part of a planning process, as a response to a changing environment, as a business opportunity, as a problem or as a newly identified requirement.

Projects often appear to be mysterious: it can be difficult to define exactly what a project is, and to the man or woman in the average organisation they seem to appear rather in the same way that mushrooms sprout – overnight. They are very diverse, and may range from one or two people making an effort over a few days or weeks to dozens or even hundreds of people working over a period of years.

Learning outcomes

At the end of Section 1, you should be able to:

• define what a project is
• use a variety of knowledge-gathering and idea-generating techniques to develop objectives for action
• use Pareto analysis and cause and effect diagrams to explore problem areas
• generate simple matrix diagrams to relate objectives to strategies
• name and describe the chief roles various people can assume relating to proposals and projects
• relate all these roles to the process of organisational planning
• explain different views of quality and show that a structured approach to planning improves quality.

First Step as a Project Manager: How to Start Your Journey Successfully

Adriana Girdler

Wondering how to kick off your role as a PM? Here’s the first step you need to take If you’re new to project management, you’ve …

Wondering how to kick off your role as a PM? Here’s the first step you need to take

If you’re new to project management, you’ve got to start your role off on the right foot. With starting a new role comes the nerves, the excitement, and maybe a little bit of fear. Being as prepared as possible will help you start your project management journey with professionalism and success.

If you’re new to project management, it’s your lucky day, because I’m handing you everything you need to know so that you can be prepared in ADVANCE and skip the mistakes in as many areas as possible. I’ve compiled a list of things I wish an experienced project manager had told me when I started out in my career.

• Be an intentional project manager

It’s exciting! It’s supposed to be. And you’re probably a little nervous. Don’t let those nerves cloud your mind! As you start your project, don’t just do for the sake of doing. Don’t just complete tasks because you know that’s what you’re supposed to do. There needs to be intention in everything. Sometimes it’s best for you to be slow first, to really figure it out and do things right, so that you can excel later.

• Study the players

Project management has everything to do with working with PEOPLE. So, get to know who you’re dealing with. Get to know the project sponsors, steering committee, and team members. Who are they? What are they about? What is their experience? Who might bring politics? Who’s quiet? Who’s enthusiastic?

Knowing and understanding the people you’ll be working with allows you to put a strategic plan together on how to address them individually and work with them effectively throughout the project.

• Get to know your project

At a glance, you might think this is a pretty obvious tip. But I’m not talking about just knowing the scope of the project. I’m talking about truly asking yourself the question, “Why are you doing this project?”

Were you told the business case behind the project? If you’re lucky, you were. But usually, that’s not the case. So, do your research, understand all the background information so that when things pop up, you can give people direction on the bigger picture. Understanding the project from the get-go will be instrumental to the project’s success.

Additional First Steps

I’ve got 3 more key first steps for you to take as a project manager. But why write them here when I’ve already put them into a short (but detailed) video for you? Join me on YouTube for the rest of these tips. We’ll talk about setting a vision for your project, how to stay on top of everything, and how to build a circle of trust on every project.

I really hope that you found this helpful – and if you did, it would mean so much to me if you would share it on your social media.

Meanwhile, if you really are committed to mastering your next project, do consider taking my SLAY Project Management online course where I show you step-by-step how to successfully manage a project, plus you get access to every template you will need, along with detailed video instructions on how to fill them out.

Thanks For Sharing!

Adriana Girdler is a project manager, productivity specialist, entrepreneur, professional speaker, facilitator, visioning wizard, and author. As President of CornerStone Dynamics, Adriana is one of Canada’s prominent business productivity and project management specialists—helping both individuals and businesses do what they do, only better. She is a certified master black belt lean six sigma with over 20 years’ experience improving how companies work.

She also holds both PMP (project management professional) and CET (certified engineering technologist) designations. She’s a Tedx speaker, as well as a HuffPost and Thrive Global contributor. She has been interviewed on Global, CBC, CTV, CHCH, 680News Radio, Newstalk 1010, Sirius XM and published in the Globe and Mail and numerous industry magazines. WANT ADRIANA'S FREE ONLINE TRAINING? In 45 min, learn Adriana's 5 project management secrets she use on EVERY project. Sign up for the Free Webinar here: THE FAB FIVE FUNDAMENTALS OF PROJECT MANAGEMENT

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Idea to Achievement: The Journey of A Project

Project management can often seem like a mystical art . Complex reporting, planning tools, and a myriad of methodologies appear daunting and can put you off undertaking any major project.

It helps to remember that every project is a journey , and like any journey, you can equip yourself with everything you need for the trip.

Here, we’ll take a look at the stages along a project adventure , and give you tips and guidance on how to prepare for your next trip.

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In this article:, from spark to achievement, stages of the journey.

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How do you get from the spark of an idea to the achievement of your goals?

This year’s Pulse of the Profession ® report, compiled by the Project Management Institute, Inc (PMI) ® has many excellent findings. One of the themes that really caught our attention is how project managers turn ideas into reality .

Project managers really are the bridge between an idea and the achievement of a goal.

For those of us who are new to project management, or simply scrambling to run projects with no formal background or training, getting from a great idea to a great achievement can feel like an impossible challenge. Also, how can we do it efficiently , staying within budget and on-time?

We can do it by using skilful project management.

Run your projects like a journey . You’ll get where you need to go, learn a lot in the process, and maybe even have some fun along the way.

Depending on the structure of your business or project , the details of your project journey may vary. The following stages are common in nearly every undertaking.

Pack for the Journey

Once you have decided to go for it, you need to decide how you’ll undertake your adventure.

How will you travel? Which methodology is best for tackling this project?

What do you need to pack? This relates to the resources you’ll need and the tools you’ll use to execute the project.

Key Skills:

• Understanding project management methodologies
• Confidence and understanding of your chosen method

Your project team are key to a productive and pleasant project journey.

Take time in the early planning stages to think about the skills you’ll need, and who will work best together .

• Identifying team strengths and weaknesses
• Understanding who works best together

Once you’ve planned your project and gotten your team in place, it’s time to set off .

Throughout the project, it’s crucial to remain engaged – both with your team and your stakeholders. Communicate regularly, review progress, address changes , and adjust capacity and timeframes as needed.

• Communication
• Stakeholder management
• Project monitoring and controlling

Even the most prepared travellers will encounter cancelled flights.

Part of being an effective project manager is understanding how to insure yourself against total catastrophe, and handle any unavoidable bumps in the road with ease.

• Risk Management
• Controlling Changes
• Project Team Management

Arrive at Your Destination!

You did it! You reached your goal !

You and your team can take time to savour a job well done.

No project is uneventful . You’ll stumble across inspiration , find new ways to do things, and come up against obstacles .

It’s tempting to move straight to a new project once you have achieved your aim. However, taking time to close a project and reflect on all you learned is invaluable. You will equip yourself and your team with new wisdom and ability to do even better in your next venture.

• Closing a project
• Team performance management

Gaining Key Skills

You can gain all of the key skills mentioned above through a combination of training and continuous self-evaluation.

Training doesn’t have to take a huge chunk of time (our longest project management course is 5 days), and self-evaluation can happen as you work actively on projects.

Ready to Travel? Let's Go...

Here are some excellent options for project management training and certification.

Certified Project Management

PRINCE2 ® Foundation & Practitioner

PMP ® Exam Prep

Agile Certified Course (SAMC TM )

Scrum Master Certified (SMC TM )

QQI Project Management Course

• Award Code: 6N4090
• Certification: QQI Level 6
• Duration: 4 Days
• Location: Dublin, Online, Onsite

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Reema’s PMP Success Story: A Journey of Project Management Excellence

3.5 out of 5 stars.

In the bustling world of global business, there are few credentials as esteemed as the PMP (Project Management Professional) certification. This story is about Reema, a seasoned MBA professional who has worked with large investment banks and is currently employed at one of the prestigious Big Four firms. Recognizing the vital role project management plays in today’s corporate landscape, she took the leap and embarked on her PMP certification journey. In this article, we explore Reema’s motivations, her PMP certification journey, the challenges she encountered, and the invaluable insights she has to offer to aspiring PMP candidates.

Background & Motivation:

Reema noticed that being good at project management was becoming really important in business. This made her want to learn more about it. She saw projects like big puzzles – some parts are tricky and change a lot, while others need a clear plan. To get better, she decided to go for the PMP certification.

Talking about her work, Reema has an MBA and has worked at big banks. Now, she’s at one of the top four big companies. She’s worked on many different projects, both big and small. This experience has given her a lot of knowledge about how to manage projects well.

Much of her project management experience centered on Agile ways of working. Given this background, she invested additional effort to grasp the waterfall/predictive life cycle approach.

Crafting a Study Timeline: PMP Certification Insights

Initiation into pmp preparation.

Deciding the right time to embark on the PMP journey is pivotal. It’s more than just marking a date on the calendar; it’s about ensuring you have the right balance of real-world experience to complement the theoretical knowledge. For Reema, her PMP voyage commenced when she felt she had accrued substantial hands-on project management experience. She believed that her practical encounters would enrich her understanding of the PMP concepts. By marrying her experiences with the PMP teachings, Reema found that she could resonate more with the topics and grasp the intricacies.

Four-Month Study Blueprint

Everyone’s PMP preparation pace varies. While some might feel comfortable with a few weeks, others may need several months. Reema strategically mapped out her studies across a four-month period. This decision wasn’t whimsical but meticulously crafted. This span ensured she had enough time to delve deep into the PMP materials, practice rigorously, and simultaneously manage her professional commitments. With this effective timeline, she felt the content was more assimilable, laying a strong foundation for her PMP certification success.

Trusted Resources

The right tools and resources can be the linchpin for PMP exam success. Reema attributed her triumph to a combination of valuable tools. Foremost among them was iZenBridge, where Saket (PMP Trainer) played an instrumental role as her mentor, teacher, and guide. Whenever she found herself entangled in doubts or needed further elucidation, Saket was her go-to person. His swift and comprehensive responses fortified her understanding. Additionally, iZenBridge’s e-learning system, significantly amplified her preparation, making her journey smoother and more informed.

Study Discipline and Adaptability

Having a robust study routine can amplify one’s chances of acing the PMP exam. Reema had a unique approach that combined both structure and adaptability. She reserved specific hours daily, dedicating them solely to PMP studies. This unwavering commitment allowed her to dive deep into her preparations. Alongside, she frequently took mock exams, which became her barometer, gauging her preparedness and spotlighting areas that required more attention. However, her journey wouldn’t have been as fruitful without the relentless support of her family, who not only provided emotional backing but also helped create an environment conducive for her intense studies.

Mock Tests & Self-Assessment

Variety and volume: comprehensive practice.

Reema’s strategy was all about breadth and depth. By attempting all six mock exams provided by iZenBridge’s E-Learning System, she not only exposed herself to a diverse set of questions but also familiarized herself with various scenarios that she might encounter in the real exam. This comprehensive practice allowed her to get a sense of the actual exam’s ambiance and rhythm.

Mock Tests: More Than Just Questions

For Reema, mock tests weren’t just about answering questions; they were instrumental in guiding her study strategy. They acted as diagnostic tools, pinpointing where she stood in her preparation. Every mistake was a learning opportunity. By reviewing the explanations for incorrect answers, she continually refined her understanding of the material. Over time, this rigorous approach shaped her preparation in a way that directly addressed her areas of improvement.

A Gradual Climb: The Evolution of Confidence

What’s notably inspiring about Reema’s journey is the gradual boost in her confidence. As she delved deeper into her preparation, her mock test scores reflected her growing mastery over the material. Witnessing this tangible progress didn’t just give her a sense of achievement; it also propelled her to persevere further. It’s evident that the consistent improvement in her mock test results played a pivotal role in her self-assurance.

The Final Stretch: Reflecting and Consolidating

Reema’s strategic pause from taking any more mock tests in the last five days leading up to her exam is noteworthy. It demonstrates her understanding of the need to consolidate learning. Rather than overwhelming herself with new questions, she reflected on her past performances, ensuring she fully grasped every concept. This introspective phase was crucial in fortifying her confidence, ultimately preparing her to face the real exam.

Confronting Challenges Head-On

Embarking on the journey to secure a Project Management Professional (PMP) certification isn’t without its hurdles. Reema’s experience beautifully encapsulates the essence of confronting challenges, learning from them, and adapting strategies to ensure success.

Identifying the Tough Terrain:

From the vast PMP curriculum, it was risk management and earned value management that Reema identified as particularly challenging. Such self-awareness is a testament to her introspection and understanding of her learning style.

Seeking Guidance and Clarity:

Every successful journey often has a mentor, and in Reema’s case, it was Saket. By reaching out to him, she not only accessed tailored advice that was aligned with the PMP exam’s roadmap but also had an anchor of support. This underscores the importance of seeking guidance when confronted with complex topics.

Reema’s Pearls of Wisdom:

For future PMP aspirants, Reema’s advice is gold. She emphasizes the importance of persistence, especially when dealing with challenging subjects. Delving deeper into these topics, leaning into the support of mentors, participating in study groups, and actively practicing specific questions can transform perceived weaknesses into strengths. It’s a holistic strategy that combines dedication, collaboration, and targeted practice.

Strategies that Shine:

Reema attributes her success to a structured approach — a dedicated study schedule, relentless practice with mock tests, and the practical application of PMP concepts. This trio, as Reema experienced, provides a robust foundation, ensuring that learners are not just exam-ready but also equipped to apply their knowledge in real-world situations.

Hindsight: An Opportunity to Learn:

Retrospection often brings clarity. For Reema, if she had the chance to redo her PMP journey, she’d integrate a few changes. Starting preparations with Live classes, maintaining a consistent pace, and emphasizing time management during mock tests are a few. Such insights offer future test-takers a window into potential pitfalls and suggest preemptive strategies.

Post-Exam Reflection & Advice

The exam day rollercoaster:.

Walking into the examination center, Reema’s emotions were a cocktail of nervousness, excitement, and steely determination. Anchoring herself with the memories of her rigorous preparation, she focused on staying serene and self-assured throughout the exam’s intense duration.

Time Management Mastery:

For Reema, the 4-hour-long PMP exam didn’t pose any time management challenges. Her thorough practice with mock tests paid off, as she smoothly navigated through the questions, even sparing time for a review.

Post-Exam Euphoria:

Exiting the exam, the palpable tension of anticipation consumed Reema. She clung onto the hope that her efforts had been enough and awaited the judgment of the result with a mix of relief and nervous anticipation.

Decoding Calculation Questions:

In her PMP endeavor, Reema encountered only two calculation-based questions, both of which were easily manageable. Her advice leans towards not over-focusing on such questions, considering the PMP exam’s inclination towards agile and people domains.

Navigating the PMBOK Maze:

Reema advocates for the resources on Quampus (iZenBridge E-learning System) as a cornerstone for mastering PMBOK6 or POMBOK7 topics. Pairing these resources with mock tests can help in cementing concepts, even if every intricate detail isn’t memorized.

Embracing Agile:

With the PMP exam enveloping agile topics, Reema underscores the importance of immersing oneself in agile principles and values. Relating these concepts to real-world scenarios boosts confidence and better equips candidates for the exam. Special emphasis on the Agile and People domains can further streamline one’s preparation.

The PMP Exam Roadmap: A Guiding Beacon:

For Reema, the PMP Exam Roadmap provided by iZenBridge wasn’t just a guide—it was a trusted companion throughout her PMP journey. The roadmap, with its clear milestones, not only kept her organized but also infused her preparation with motivation and direction.

In Reema’s success story, we’ve seen how hard work and smart planning can lead to PMP certification achievement. Her journey from realizing the importance of project management skills to passing the PMP exam is an inspiration for anyone on a similar path. As you work toward your own PMP goals, remember Reema’s tips: stick to a study schedule, practice with mock tests, and stay confident during the exam. With determination and a clear plan, you too can earn your PMP certification and open doors to exciting project management opportunities. Let Reema’s story motivate you on your journey to project management excellence.

If you have aspirations to prepare for the PMP certification exam, enroll with us for a comprehensive program that goes beyond just covering the 35 contact hours. Our course is designed to ensure your success in the PMP certification exam on the first attempt. The program assists you in thoroughly exploring the exam content, creating a roadmap for your preparation, and mastering the essential knowledge and skills for all three PMP exam domains, covering all development life cycle approaches

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• Project Management

How to Change Career to Project Management in 2024: Step-by-Step guide

Home Blog Project Management How to Change Career to Project Management in 2024: Step-by-Step guide

Transitioning to a professional project management career can be both exciting and intimidating for aspiring individuals. Having experienced this transition myself, I can understand how your mind races when thinking about how to change your career to project management. I can help you understand how to gain experience in projects, ensuring a smooth entry into the field as a project manager.

I asked myself, “Why projects?” when I was trying to understand the reasons behind deciding to enter a project-related role. If you can answer this question, it will help you narrow down the options and make planning the next move easier. There are projects in literally every industry, so you must choose the one that interests you the most. It also involves thinking about your transferable skills and experiences. Let me highlight these aspects in this guide and discuss in detail a career transition to project management.

What is Project Management, and Why Transition to Project Management?

PHASE 1 PROJECT INITATION

• Create the Project Charter
• Stakeholders
• Complete Business Case

PHASE 2 PROJECT PLANNING

• Create Project Management Plan
• Define Budget & Scope
• Identify Risks
• Construct Work
• Breakdown Structure

PHASE 3 PROJECT EXECUTION

• Allocate Project Resources
• Schedule Project Tasks
• Continue Project
• Status Updates

PHASE 4 PROJECT CONTROL

• Monitor Progression
• Measure Key Performance Indicators
• Revisit Project Management Plan

PHASE 5 PROJECT CLOSE

• Record Project
• Processes & Findings
• Deliverables
• Document & Review Data

Project management refers to the application of different skills, knowledge, methods, processes, and experience to achieve specific project objectives. This can be in accordance with project acceptance criteria within some agreed parameters. Project management often has final deliverables constrained to a finite timescale and budget. You can also opt for Project Management training courses to learn more about the process.

The scope associated with this field is the primary reason for transitioning into project management. As I mentioned earlier, projects exist in almost every industry. This implies that learning how to change careers to project management can lead to lucrative job opportunities.

Several roles are available in project management. Examples include project director, change management specialist, program manager, portfolio manager, and more.

How to Change Career to Project Management?

If you are still wondering how to make a career change to project management, I have a step-by-step guide to help you with the process.

Step 1: Do Your Research

The first step to an effective project-based curriculum is to think through each project's purpose and how it will fulfill learning objectives. For me, the word ‘project’ means ‘something which has to be done,’ automatically setting up the person given the assignment to the title of ‘project manager.’ I think this transition to project management   conditions may be misunderstood by many individuals in terms of what would actually have to be done. To address this, I recommend conducting thorough research in the field and pursuing courses such as PMP certification to learn about project management.

Step 2: Prepare for Changes and Challenges

Never underestimate the impact of change when learning how to change your career to project management. Yet don't allow the prospect of change or challenges to put you off. Several transferable skills will relate to project management. All you need to do is to realize what those skills are and how to use them to your advantage. You can do this while working on any area you are not too confident in.

Step 3: Stay in the Same Sector

I recommend transitioning to project management within a specific sector you already know. This is because you are already aware of its processes. So, all you need to do is learn the core skills and understand how to make a career change in project management. Consider enrolling in a PRINCE2 certification online to enhance your career growth further. I decided to change careers in my mid-30s but did so with the safety net of moving my respective teams within the same organization.

Step 4: Gaining Knowledge and Experience

Starting as a project manager is undoubtedly appealing, but it comes with a lot of pressure and responsibilities. For me, success in project management relies on knowledge and experience. That is how you learn how to change your career into project management. Consider how you want to begin your respective journey. As a project manager, I rarely act alone and am often supported by a team. My team members usually include an assistant project manager , a business analyst, and other professionals related to the project.

Step 5: Accomplish More Qualifications

Knowledge is key when pursuing a career in project management. Try to gain as many certifications as possible to ensure you learn how to change careers. This may be either a PMP certification or a Prince2 online course that you may pursue during your career transition phase.

What to Expect After a Career Change in Project Management?

Now that you know   how to change your career to project management let me highlight the opportunities you can expect after the transition.

• You can think of changing your company as the first step towards embarking on a higher position. In fact, it can change your environment, energy, and a little bit of work culture.
• My recommendation is to choose the company that works on the methodology you want to gain specific experience in the future.
• You can also take a little break before moving out of your previous role.
• Now that you are a professional in project management, you can teach others about this field, too.
• You will be involved in several tasks and activities within your organization or a new company after your career change in project management. My advice is to keep learning, seek admission in a few more certifications, and become efficient in your role.

What Are Some Common Challenges When Transitioning to a Project Management Career?

Although you may know how to change your career to project management, there are a few challenges that you may face during the process. These include:

Scope Creep

Clients with unclear expectations and vague requirements pose substantial challenges in project management. The solution is to actively engage with these clients during the project planning phase to prevent issues from arising in later stages.

Lack of Communication

Effective communication in project management is important to ensure the specific project's success. This means having timely and transparent communication methods, which helps ensure that all clients and stakeholders are involved.

Lack of Success Criteria

The absence of proper project planning increases the chances of project failure. This also happens when the project goal is not defined properly ahead of time. I recommend using SMART or CLEAR approaches to ensure you have perfectly set your goals and targets before completing the project.

Budgeting Issues

Most professionals consider financial issues one of the biggest hurdles in ensuring proper project management. The most efficient solution is to adopt efficient scheduling tools and budgeting procedures and make realistic assumptions to navigate the project without encountering financial hurdles.

I feel that sometimes you have to leap if you want to embark on a successful career. In this case, you must follow the above guide to learn how to change your career to project management. However, as I mentioned earlier, following only these steps is not enough. You must keep enhancing your skills and learn more about the field by undergoing KnowledgeHut's Project Management training .

A variety of skill sets are required to become a proficient project management professional. This often involves learning various methodologies and tools that you can adapt to when working on different projects. I consider project management a rewarding profession, where you can continuously learn and improve with each project you complete. So, gear up, pursue your dreams, and enroll in a certification course to enhance your project management skills .

Frequently Asked Questions (FAQs)

Holding certification could be a helpful strategy if you aim to become a permanent project manager with formal PM experience if you already have a considerable amount of informal project management experience. In addition, achieving education standards for certification will assist you in making progress in obtaining the knowledge needed to get a project manager position. This approach applies to people whose level of knowledge in the industry is low or zero.

Project management is a challenging field that may present complications. Nevertheless, transitioning into this field without prior experience is still possible. All you need to do is pursue certification from a professional institute, such as KnowledgeHut, and embark on your career journey.

Yes, project managers possess the flexibility to transition between various sectors. However, switching industries as a professional project manager comes with challenges. These obstacles can be overcome with the right guidance and support.

Kevin D.Davis

Kevin D. Davis is a seasoned and results-driven Program/Project Management Professional with a Master's Certificate in Advanced Project Management. With expertise in leading multi-million dollar projects, strategic planning, and sales operations, Kevin excels in maximizing solutions and building business cases. He possesses a deep understanding of methodologies such as PMBOK, Lean Six Sigma, and TQM to achieve business/technology alignment. With over 100 instructional training sessions and extensive experience as a PMP Exam Prep Instructor at KnowledgeHut, Kevin has a proven track record in project management training and consulting. His expertise has helped in driving successful project outcomes and fostering organizational growth.

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How to make your software transition successful

Business Consultant

What software transition plan represents and steps to upgrade to new software.

In today’s rapidly evolving business landscape, the adoption of new software tools has become imperative for companies striving to stay competitive. According to the IDC Spending Guide Worldwide Digital Transformation Investments, it will reach $3.4 trillion in 2026. Yet, despite significant investment in cutting-edge technologies, many organizations fail in their project transition planning. This oversight not only hampers productivity but also undermines the potential benefits of the newly acquired solutions.

A successful software development project transition plan entails more than just acquiring a technological solution; it demands a strategic approach encompassing seamless integration, comprehensive business process reengineering, and user-centric design. Here, we delve into the intricacies of effective software transition and outline key strategies to help ensure a smooth and successful adaptation. We also emphasize the importance of user experience (UX) and user interface (UI) design, the significance of the planning phase in software development, and the critical role of selecting the right technology partner.

Understanding the project transition

Transitioning to new software marks a significant shift in an organization’s operational dynamics. Whether a project implies migrating to cloud-based platforms, implementing enterprise resource planning (ERP) systems, or adopting innovative customer relationship management (CRM) solutions, the transition invariably disrupts established workflows and routines. Recognizing this, companies must approach the transition phase with a clear understanding of the purpose of the transition and its implications and challenges.

OCM and your project transition plan

Organizational change management (OCM) is critical for ensuring a smooth transition during the project handover. An effective change management plan is essential to mitigate resistance, maximize adoption, and facilitate the successful integration of new software systems within an organization. By proactively addressing concerns, communicating the benefits, and involving stakeholders throughout the transition process, organizations can foster a culture of openness, collaboration, and readiness for the perfect transition.

Additionally, providing comprehensive training and support resources, establishing clear communication channels, and soliciting user feedback can help identify and address challenges early on, ensuring a seamless transition and optimizing the overall effectiveness of the software solution. Ultimately, prioritizing organizational change management ensures that your transition plan is technically successful and positively impacts productivity, efficiency, and organizational performance in the long run.

Digital transformation value

Digital transformation drives value across different industries by enhancing operational efficiency, improving customer experiences, and fostering innovation. For example, adopting electronic health records (EHR) systems has streamlined patient data management in the healthcare sector, resulting in faster diagnoses and treatment decisions. Similarly, implementing IoT-enabled devices in manufacturing has optimized production processes, leading to cost savings and quality improvements.

Furthermore, digital transformations align with strategic business goals by enabling organizations to respond swiftly to market changes, seize new opportunities, and differentiate themselves from competitors. For instance, retail companies leveraging data analytics and artificial intelligence (AI) technologies can personalize customer experiences, increasing brand loyalty and revenue.

Transition plan checklist

A successful transition hinges on meticulous planning and execution. Leveraging insights from industry experts and real-world experiences, organizations can adopt the following strategies to navigate the complexities of software integration:

1. Thorough needs assessment: creating a transition plan template begins with conducting a comprehensive assessment of the company’s app ecosystem and identifying areas for improvement. This entails evaluating existing workflows, pinpointing potential challenges, and defining clear objectives for the new applications.

2. Stakeholder engagement: Effective communication and collaboration are paramount during the transition stage. Engaging all team members from a project team and key stakeholders in the decision-making and implementation phases fosters buy-in and ensures alignment with organizational goals.

3. Robust training programs: Transitioning often necessitates upskilling or reskilling employees to leverage their full potential. Investing in robust training programs tailored to the specific needs of end-users enhances proficiency and minimizes resistance to change.

4. Data migration and integration: Seamless data migration is critical to preserving the integrity and accessibility of organizational information. Companies must devise meticulous data migration strategies and ensure compatibility and interoperability between the new and existing systems.

5. Iterative testing and feedback loops: Adopting an iterative technological implementation approach allows organizations to identify and address issues proactively. Establishing feedback mechanisms and soliciting end-user input enable continuous improvement and refinement of the transition process.

Technology adoption strategies

Easing the adoption of new technology within an organization requires a multifaceted approach. Firstly, user training programs should be tailored to employees’ specific needs and skill levels. According to Deloitte , only 34% of Fortune 500 companies they analyzed showed signs of being strategic about their technology investments in their financial disclosures.

Secondly, effective change management practices are essential for overcoming resistance to change and fostering a culture of innovation. Leaders should communicate the rationale behind adopting technology, solicit feedback from employees, and promptly address concerns or misconceptions. Moreover, recognizing and rewarding early adopters can incentivize broader acceptance and participation during the transition.

Lastly, choosing technology that aligns with user needs and business objectives is paramount. Conducting thorough evaluations of potential software solutions, soliciting end-user input, and conducting pilot tests can help identify the most suitable technology for the organization’s unique requirements.

Learn more about how we helped our client elevate logistics risk management with advanced technologies. Success story

Importance of UI/UX in Software Development

The UX and UI design are at the heart of effective software adoption. A well-crafted UI/UX not only enhances the aesthetic appeal of a new tool but also plays a crucial role in facilitating its seamless integration and widespread acceptance within an organization. An intuitive and user-friendly interface ensures easy navigation and accessibility, minimizing the learning curve for employees transitioning to the new software. By prioritizing a smooth user experience, organizations can foster greater user engagement, productivity, and satisfaction, ultimately maximizing the return on investment in their software solutions.

The discovery phase

Before embarking on the development journey, organizations must undergo a comprehensive discovery phase, another milestone for laying the groundwork for success. This phase serves as a crucial prelude to software development, enabling stakeholders to gain a deep understanding of the existing business processes, potential risks, and requirements. However, the significance of this phase extends beyond mere exploration; it underscores the critical importance of selecting the right technology partner.

• Choosing a reliable partner

Choosing a proper technology partner is paramount as they play a multifaceted role in the entire transition. A capable partner can assist with every aspect of the discovery phase, from conducting thorough research and stakeholder interviews to identifying key objectives and success criteria for the new tool. Moreover, a proficient partner such as the company Avenga can offer expertise in UI/UX assessment and development, ensuring that the latest software meets the needs and expectations of end-users.

• Embracing Business Process Reengineering

In addition to UI/UX, a suitable partner such as Avenga can facilitate business process reengineering if needed. Beyond the technical aspects of software transition lies the opportunity for profound organizational transformation. Business process reengineering (BPR) entails fundamentally redesigning workflows, structures, and systems to enhance efficiency, agility, and innovation.

• Educating and training

A competent partner can create learning materials, provide management training and training programs tailored to the specific needs of end-users, and monitor the process, facilitating the transition from one tool to another. Providing hands-on training sessions, online tutorials, and access to support resources can enhance user proficiency and confidence in using the new application.

• Ongoing support

Perhaps most importantly, a reputable technology partner offers ongoing support and guidance throughout the transition. From implementation to post-launch support, they remain committed to ensuring that organizations derive maximum value from their technological investment.

The bottom line

Transitioning to new software is crucial for organizations seeking to innovate and adapt to evolving market demands. By prioritizing meticulous planning, stakeholder engagement, business process reengineering, user-centric design, and the discovery phase, companies can overcome software integration challenges and unlock new opportunities for growth and success in the digital era.

As technology continues to reshape the business landscape, embracing change and partnering with experts that can provide comprehensive support throughout the transition journey will remain essential for staying ahead of the curve and driving sustainable growth in today’s dynamic environment. If you are interested in gaining deeper insights into successful software transitions or wish to commence this transformative journey now, reach out to our experts for a free consultation.

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Patch updates on RHEL servers with Ansible Automation Platform 2.4

In today's dynamic IT landscape, efficient management of server infrastructure is paramount. Regular patching is essential for maintaining security, stability, and compliance across enterprise environments. Red Hat Enterprise Linux (RHEL) servers are widely used in business-critical operations, making timely patching a crucial task. Manual patching can be time-consuming and error-prone, especially for large server deployments. In this technical blog, we'll explore how to streamline patch updates of SELinux on RHEL servers using Red Hat Ansible Automation Platform 2.4 .

Prerequisites

This article requires the following prerequisites:

• Installed Ansible Automation Platform .
• One or more RHEL machines. 
• Basic knowledge of RHEL .
• Basic knowledge of Ansible .
• A no-cost Red Hat Developer Subscription for Individuals .

Register RHEL system on Red Hat Hybrid Cloud Console

To initiate registration and scanning of your RHEL machine on the Red Hat Hybrid Cloud Console , execute the following commands:

When accessing the Red Hat Hybrid Cloud platform, navigate to Insights -> System . This will provide you with the hostname of your RHEL server, as demonstrated in Figure 1.

Click on the listed host and select the Vulnerabilities  option from the tabs. This will display a list of all vulnerabilities present in your system, categorized by severity level.

Search for "SELinux" in the search box to filter the available vulnerabilities related to SELinux, as depicted in Figure 2.

Click on the name of the vulnerability ( RHBA-20236328 ) to access the respective RPM package necessary to patch the issue. Incorporate this RPM package into the playbook, following the example provided below.

Patch-update.yaml

This approach enables you to automate patching tasks using Ansible, which serves as the enterprise automation solution within Ansible Automation Platform. The instructions outlined below will guide you through executing the patch playbook via Ansible Automation Platform.

To execute the playbook, it's essential to satisfy the dependencies such as Machine Credentials, Project, Inventory, and Template, for that following instructions are given.

Create machine credentials

To enable Ansible Automation Platform access to the RHEL server that requires patch updates, it is necessary to define the accessibility credentials of that machine, such as private keys, root permissions, and admin user credentials. Figure 3 depicts this.

• From the left menu select the Credentials .
• Give it a Name .
• Select credentials type as Machine credentials .
• Under Type Details add the username of the RHEL server.
• Add SSH private key.
• Define sudo as Privilege Escalation Method.
• Add root as Privilege Escalation Username.
• Click on the Save button.

Add inventories

An inventory is a collection of hosts against which jobs can be launched, the same as an Ansible inventory file.

• From the left menu, select Inventories .
• Click on Add button and select Add Inventories option.
• Enter a Name to the inventory.
• Next, add the host to the inventory. Check the connectivity with the server using the ping module by clicking the Run Command button.
• Select the Run Command first.
• Select the ping module from the drop-down and choose Machine Credentials . 
• Keep the rest of the details as default (you can change the settings per your requirement).
• Click Launch .

After successful run of the ping module you will get the pong response in the jobs. If it fails, kindly check the credentials and inventories, and launch it again.

Create a Project

A project is a logical collection of Ansible playbooks, represented in the automation controller. You can manage playbooks and playbook directories by either placing them manually under the project base path on your controller server, or by placing your playbooks into a source code management (SCM) system supported by the automation controller, including Git, Subversion, and Mercurial. Project configuration is shown in Figure 4.

• Select the Project option under Resources from the left menu.
• Define Name of Project.
• Under Source Control Type select Git.
• In Source Control URL , define the URL of the GitHub repository.
• In the Source Control Branch define the main branch.

Create and launch the template

A Job template is a definition and set of parameters for running an Ansible job. Job templates are useful to execute the same job many times. Job templates also encourage the reuse of Ansible Playbook content and collaboration between teams.

Create a template that will execute the job for us, as shown in Figure 5.

• From the left menu, select Templates and create a New template .
• Click on Add button and select the Add job template .
• Name the template.
• Select the inventory .
• Select a Project .
• Choose the playbook you want to run in the template. 
• Choose Credentials .
• Click on the Save button and then click the Launch button.

In the jobs section, you will find the following output after the successful execution of the playbook on the RHEL server.

Have a closer look in the job logs as shown in Figure 6.

After successfully executing the playbook on the Ansible Automation Platform, we need to revisit the Red Hat Hybrid Cloud portal to verify if the vulnerability has been resolved, as depicted in Figure 7.

What's next in your automation journey?

In this article, you learned how to do a patch update on the Red Hat Enterprise Linux server with the help of Ansible Automation Platform.

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