Once your project notes have deliverables, phases and tasks, your project notes are ready for Planner!

1. 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 a start date, you list the supporting
deliverables that lead to your top deliverable.

7. Once you have supporting deliverables, you put
those that can be started right away in Phase 1.
Those that have to wait go 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 make up each
activity.

10. Once you have tasks, tasks that can start right away
go in Step 1, 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. Once your tasks have durations, your project
notes are ready for Planner!

13. Next: A project schedule in seconds.

14. Next: A project schedule in seconds.
(scroll down)

16. Starting over…