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Preparing Project Notes for Planner
Let’s say you're an author, and you have a 
new book project, and your publisher wants 
to know when to expect the final print.
To start your project plan notes, you open a 
new document in your favorite tool (like MS 
Word or Google Docs) and simply give your 
project a name, like “My Book Project”.
Next you decide what to call your top 
deliverable, or “that one thing that your 
project will produce” – like “My New Book”.
Once you’ve named your top deliverable, 
you give it a start date.
Once you have named your top deliverable, you 
list the deliverables that will support your top 
deliverable. Your supporting deliverables 
contribute to or lead up to your top deliverable.
Once you have a good list of supporting deliverables, 
you put those that can be started right away in 
Phase 1. You put the those that have to wait in 
Phase 2. And so on.
Once your supporting deliverables are arranged 
by phase, you create an activity for each 
supporting deliverable.
Once each supporting deliverable has an 
activity, you list the tasks that will be done 
within each activity.
Once you have tasks, you put all the tasks that can 
be worked on first in Step 1. The tasks that have to 
wait go in Step 2, and so on.
Now that your tasks are organized by step, 
you give each a duration in days.
And, your project notes are ready for 
Planner!
Next: A project schedule in seconds.

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2 - Preparing Project Notes for Planner

  • 2. Let’s say you're an author, and you have a new book project, and your publisher wants to know when to expect the final print.
  • 3. To start your project plan notes, you open a new document in your favorite tool (like MS Word or Google Docs) and simply give your project a name, like “My Book Project”.
  • 4. Next you decide what to call your top deliverable, or “that one thing that your project will produce” – like “My New Book”.
  • 5. Once you’ve named your top deliverable, you give it a start date.
  • 6. Once you have named your top deliverable, you list the deliverables that will support your top deliverable. Your supporting deliverables contribute to or lead up to your top deliverable.
  • 7. Once you have a good list of supporting deliverables, you put those that can be started right away in Phase 1. You put the those that have to wait in Phase 2. And so on.
  • 8. Once your supporting deliverables are arranged by phase, you create an activity for each supporting deliverable.
  • 9. Once each supporting deliverable has an activity, you list the tasks that will be done within each activity.
  • 10. Once you have tasks, you put all the tasks that can be worked on first in Step 1. The tasks that have to wait go in Step 2, and so on.
  • 11. Now that your tasks are organized by step, you give each a duration in days.
  • 12. And, your project notes are ready for Planner!
  • 13. Next: A project schedule in seconds.