To begin using project timelines to visualize key tasks and support project managers, follow these eight steps to create project timelines efficiently. These steps can be applied to create a project timeline across various industries, such as software development or marketing.
1. Define a project’s scope
Before you can begin identifying specific tasks or creating your project timeline, you must first define the scope of your project. The project scope should outline core objectives and goals so that managers understand exactly what’s expected of them when the project gets underway. Defining a project's overall deliverables, tasks, dependencies, and budget is essential to set a project up for success.
2. Break a project into small sections
A project timeline helps your team examine a large project at a more granular level. That means you need to break your project down into smaller components. Using construction as an example, your sections might include building an asset’s exterior walls, installing infrastructure, and other related tasks.
3. Create subtasks based on small sections
Once you’ve divided your project into smaller sections, start forming several tasks for each section. If a task is still projected to take a month or more to complete, consider segmenting it further to keep each piece of work manageable. For example, instead of listing “install infrastructure” as a single task, you might break this section down into three or more subtasks, such as installing electrical, HVAC, and plumbing systems.
4. Link task dependencies
Managers may lose sight of otherwise obvious dependencies during the mad dash to complete a project. Link task dependencies together to help teams stay aware of what tasks must be completed before others can begin. Keeping with the construction example, you could link tasks, such as installing structural walls, to dependencies like pouring the foundation.
5. Determine the time required for each task
Create accurate time estimations for each task and ensure they are spaced out accordingly on your horizontal project timeline, PERT or Gantt chart. It is helpful to discuss potential dependencies with your project teams. Additionally, you should revisit the time required for each task to assess how the duration per task can be reduced without sacrificing quality.
6. Assess available resources
You’ll need to assess the strengths and weaknesses of the project team. Spending time to complete this process thoroughly will help you set appropriate milestones and support the success of your project. Finding ways to simplify or automate processes can help project teams make a greater impact with limited resources.
7. Set sequential milestones
Milestones are used to denote the end of a significant phase of work and the start of the next one. Set a milestone for each critical task sequence or deliverable. When you reach a milestone, take a moment to meet with your team and gather feedback on the project. Additionally, changes or adjustments may be required after a project begins. It’s essential to adjust the project timeline in response to unforeseen circumstances, such as a sudden change in resources.
8. Track the project timeline
Once work begins, refer to your project timeline regularly to ensure your team stays on track. Monitor each team member’s workload, keep a close eye on resource allocation and availability, and quickly respond to any bottlenecks that may cause you to miss important deadlines. Setting applicable key performance indicators (KPIs) to assess a project’s impact is crucial to getting buy-in from stakeholders.