Project Management Planner: Ultimate Reference for Projects

Hey there Planners! Today I am sharing a flip through of my Project Management Planner. This is like my Project Bible and one of my most important tools for work. Check out supplies below as well as some ideas for what to watch next!
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[@PlanningAnnie]

Sooooo many of you have reached out directly via email or commented below asking if the inserts of this project management binder are available for purchase or download. I am so glad you are finding this resource helpful. Unfortunately, I am not in a position to offer this for purchase or download right now. I promise to let you all know if that changes in the future. In the meantime - if you would like to see more videos about project management or specific aspects of how I use this planner, please let me know. Leave recommended video ideas below or reach out via [e-mail] Thank you so much for making the Planning Annie community so awesome!!

[@omgosg]

Enormous value in this product.

[@CarolLoughrey]

You should make this whole binder a printable that we can purchase. Lol! I need this in my life and would pay a pretty penny for it! Great job

[@kristinapletikapic1491]

I second this! 😱😍🤩

[@deseraebrokaw6502]

I agree!!!!!

[@RL11111]

Yes please!!!! 🙏🏼

[@liliana1lfr]

Well needed!!

[@AmyPatterson]

Yes!!!

[@imprincessvan]

Have you decided to sell a pdf of this? I need this in my life!

[@ashleyheim7091]

I honestly need your entire planner 🤣 Do you have these pages to download or for sale somewhere? The whole system is something I'm learning as an event planner, but this is SUCH a helpful tool!!

[@robyntjornhom3548]

This is amazing, Annie. Thank you so much for sharing these tools and how they can be organized and readily accessible. This is a rich body of work!

[@mmtpleasant]

This was incredible!! You've created a manual. I definitely need this!

[@roslynnpieters4969]

This is amazing. Thank you for this video. I've been trying to create my own reference planner since I saw a work planner video of your posted from last year. Brilliant.

[@roslynnpieters4969]

Do you have tips and tricks for Project Admins and Coordinators, similar to this but more on the go for larger or multiple projects? How would that set up look?

[@AudaciousAndrea]

Thank you so much for sharing your project process. I’ve learned a bit about project planning and there is so much information (as you shared) to keep in mind during each phase. I just love how you broke it all down to have at your fingertips.

[@berneserainbow1407]

Superbly done video. This is incredibly helpful. I don't know much about project management yet. That's going to change in the next years. Your PMB (project management bible) is fantastic. If you ever think of sharing it (against monetary compensation of course), I would like to obtain a copy. I used to make reference books and lots of checklists for me according to the situation at the company I worked for. Haven't done so since I started my job at my current employer, as the company was still in a start-up phase and changes happened too fast to keep up with on paper. But we are getting to a place where I think I can finally start building one for each department I work for.

[@thecherrybluehouse]

Thank you so much for sharing your project bible. It's really helpful.

[@ThoughtsAlongLifesHighway]

I would love to see your "in action" use of the planning pages for a project... even if it's just a home-based project.

[@nishawincott]

Seconded!

[@kathleengagne6534]

Great video,! You are always so clear and your content has such high value! Thank you,

[@deseraebrokaw6502]

You really are a prayer come true! Thank you!!!! ❤

[@DanaDesmond-BonnySoulDesigns]

This is awesome. I stopped on each page to read it. I'm a nerd that way. I'm going to go back through my notes and create a book like this. Thanks for sharing.

[@shaunashomctear2897]

Thank you for this brilliant breakdown! I’m a Change Manager and you have inspired me to create a planner/binder for my Change Framework another for templates and example artefacts., and a third for Project Management 🤓

[@PlanningAnnie]

Love this idea!

[@susiebell4454]

This brilliant. Thank you for these videos!

[@Texaschik01]

Your project binder is incredible. You could sell this. It is amazing😊 Would you consider doing a video or videos using this for say a home bathroom remodel?

[@MichelleTurnz]

Love this!!!

[@roslynnpieters4969]

Do you have any project management/coordination templates and checklist recommendations specific to events and managing the logistics around project visits.(both for internal stakeholder visits and external third party visits)?

[@PlanningAnnie]

Hmmm…I have not come across a template specific to this. But I am thinking you could create one in Word or Canva. Maybe something like a checklist of activities, in a countdown format (1 week out, 2 days out, etc.), with activities, owners, due date identified. Maybe a final walk through checklist, list of tasks to delegate. Hope that helps. Would love to know if you find a template that works of if you end up making your own.

[@roslynnpieters4969]

@@PlanningAnnie Thank you. Ended up making my own. With the return to multiple campuses, I've started creating a "Project planner" per campus for the project meetings. Using the normal project and meeting templates, I've just added a generic activity list and reference planner with NB contacts and processes per campus (like venues, catering, IT, access and parking, wifi passwords for internal and external stakeholder, travel options from airport, etc). Included would be communication and logistic templates to the stakeholders at different time (like your activity planner suggestion.) Definitely a work in progress and will build as I go, but what I have has definitely had me thinking of having a separate A5 "Events Reference Planner" 😅..much like my in progress project planner. Thanks again for your videos. All the way from Johannesburg, South Africa. It makes a difference to my little corner of my world.

[@lolapcadet0214]

Hi Planning Annie, hope all's well.

[@annmariemcdonough1605]

Is this reference guide something you can include in your shop as a downloadable file? I would love it!

[@PlanningAnnie]

Annmarie, so glad you enjoyed the flip. I don't have a shop. But if I ever do, would definitely consider having this available. This reference planner represents years of learning, trying, testing and lessons learned.

[@robyntjornhom3548]

@@PlanningAnnie I would definitely be a purchaser!

[@snowbujo]

Came here to say the same thing. It looks like such a great summary bible! I would definitely purchase 😀

[@debracox9277]

I would buy this as well!!!!

[@christinecortese9973]

Very informative. So do you have one document for a project and move that through the sections of your binder or are all your projects kept in their entirety in other systems and this is literally just a kind of reference you can review as needed to make sure you’re on track?

[@PlanningAnnie]

Great question Christine. Most my my projects live in project management software for work (i.e. formal project management tools). So this binder becomes a reference for me as a project moves through each of the phases. And since I typically have more than 1 project going at a time, I will use this binder to keep up with where each project is in the individual cycle.

[@christinecortese9973]

@@PlanningAnnie I love this idea! Have an urge to make it into a wall chart where I can move stickies around for a visual.

[@debracox9277]

Please write a book and publish this!

[@heatherboone9178]

Do you have a digital book for purchase?

[@micheleroush3876]

Wonderful information and explanation. Only one issue--I found your hands very distracting. Interferes visually away from the material. ☺

[@deseraebrokaw6502]

Where can I find the project life cycle sheets?

[@outinarizona]

shoot...i didn't look at the title closely. i thought this would be practical examples of project work you've done; not the standard how-to books which exist everywhere

[@PlanningAnnie]

🤣

[@AvaGld2309]

She doesn't see the irony that she has a Feminist quote putting down men and a Proverbs scripture, side by side.