Project Planning

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Establishing a strong project planning process is essential to delivering a successful project. In this Project Management Planning course, you’ll go through the key project planning steps, starting with the baseline and planning through the scope, schedule, and resources using traditional and Agile Scrum methodologies.

Learn to identify project requirements, boundaries, and deliverables and use today’s most effective best practices, so you can fine-tune your projects and gain a 360-degree view of the most vital project planning processes.

By the end of this Project Management Planning course, you’ll be able to:

  • Monitor the critical components of a project, including project constraints and resource allocation.
  • Use work breakdown structures, story cards, diagrams, and schedules.
  • Identify necessary resources and when to use contractors or vendors.
  • Understand estimating techniques and strategies to assign appropriate deadlines.
  • Construct a project plan with 28 engaging lessons, including real-world examples and actionable exercises.
  • Earn 14 PDUs or contact hours toward your Project Management education for certification with PMI.

This course is based on The Project Management Institute, A Guide to the Project Management Body of Knowledge (PMBOK® Guide) - Seventh Edition, Project Management Institute, Inc., 2021.

If your goal is to become a Certified Project Management Professional, then we recommend taking our additional courses on Project Management Framework, Project Teams and Stakeholders, and Project Performance and Delivery.

Once enrolled, our friendly support team and tutors are here to help with any course-related inquiries.

Project Planning
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Skill level: Intermediate
Certificate: Yes
Lessons: 28
Accredited by: CPD
Pre-requisites: None
Versions supported: PMBOK 7th Edition
Video duration: 2h 24m
Estimated study time: 14h for all materials

Accreditations and approvals



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Baseline Plan

The integrated project plan that includes scope, schedule, and resource information for all aspects of the project is the project baseline plan.


Requirements Management

Project requirements are often vague, incomplete or contradictory at the time of project initiation.  Normally, additional effort is required to collect and verify the true project requirements.


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Project Deliverables

Learn how to identify project tasks and activities using the deliverables deployment technique.


Project Boundaries

Learn how to quickly identify project boundaries using the W questions.


Approval and Kickoff

Once a project is approved, the project planning starts in earnest. In this lesson learn the best practices for this start of project planning are presented and discussed.


Work Breakdown Structure

The Work Breakdown Structure (WBS) is the most commonly used technique for organizing the project scope. The WBS decomposes the scope into tasks and organizes the tasks into logical groupings.


WBS Dictionary

The WBS Dictionary is a table or spreadsheet that is organized by project task and contains all project planning details.


Task Description

Task Descriptions are the statements of scope for each of the project activities.  They are written in the format of “action – completion point.”


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Story Cards

Story Cards - also known as Product Backlog Items (PBIs) - are the technique used for documenting project scope, quality requirements, estimates, and priority of the deliverables in an Agile/Scrum project.


Writing Story Cards

There is an art to creating effective story cards. In this lesson, an Agile project team member will learn the best practices for writing story cards.



Requirements are managed in an Agile project using the Project Backlog. This is a prioritized list of the project deliverables.


Milestone Schedule

Understand when and how to use a milestone schedule on a project.  Learn how to create a milestone schedule.


Gantt Chart

Understand when and how to use a Gantt chart on a project. Learn how to create a Gantt chart.


Network Diagram

A network diagram is a project scheduling technique that shows the relationship between tasks by depicting project activities as a flowchart.


Task List Schedule

A Task List Schedule is a schedule format used to communicate tasks with dates to extended team members or those who do not have a major role in the project.


Kanban Schedule

A Kanban Schedule is a project scheduling tool for managing a batch of similar items that must be processed through the same project steps.


Float, Slack, Buffer

Float (slack or buffer) is extra time that a task could consume beyond its duration estimate without impacting other aspects of the project. Total float is extra time without impacting the end date of the project and free float is extra time without impacting another project task.


Critical Path

Critical Path is a project scheduling technique that determines the shortest time that the current project plan can be completed.


Sprint Controls

Sprint Controls are the planning and tracking techniques used by an Agile project team to organize the project tasks and activities.


Resource List

The project Resource List is a list of all individuals working on the project with their contact information and all special equipment and facilities required to accomplish project tasks.


Responsibility Matrix

The Responsibility Matrix is a project management tool for correlating project work assignments with project team members.


Using Contractors and Vendors

Contractors, vendors, and suppliers are used on projects to reduce risks.  These external resources have capacity and capability that allows them to complete project tasks better than internal resources would be able to complete them.


Project Budget

Understand what is normally shown in a project budget.  Learn how to create a time-phased project budget.


Resource Over-allocation

Project resource demands are often inconsistent throughout the life of the project leading to times when resources are over-allocated.


Estimating Techniques

The most commonly used techniques for creating project estimates are analogous estimates, bottom-up estimates, three-point estimates, and using a parametric model.


Time Box

Time Boxes are an estimating technique that sets a finite time for a task or task group. The amount of scope that is completed is variable. Whatever scope is done when the time box ends is the amount of scope for that activity on the project.



Project estimates of effort, duration, and money are interrelated. Based upon the cost and availability of the resources involved, once you have one of the estimates, you can derive the other two.


Estimating Uncertainty

Project plans are built with an accumulation of estimates, each of which has a level of uncertainty associated with it.  The level of uncertainty is a major contributor to the accuracy of the plan and the amount of project risk.

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