Developing a project plan

From the course: Note-Taking for Business Professionals

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  • Course details

    Learn to take better and faster notes in business settings. Effective note-taking is a core skill that professionals at all levels can improve upon—and this course shows you how. It explains how to decide when to take linear vs. visual notes, how to effectively listen, how to document action plans, and how to effectively write meeting minutes.

    Instructor Paul Nowak also explores techniques for taking notes more quickly, including capturing ideas rather than sentences, improving typing speed, and using simple shorthand.

    The final, bonus chapter walks through a number of note-taking templates from XMind software that help with project planning, SWOT meetings, timelines, and more. This chapter is optional and is not necessary for course completion.


    • Click here to view Paul Nowak’s instructor page

      Paul Nowak

      Founder & CEO,

      Paul Nowak teaches speed-reading and memory improvement at organizations such as NASA and Google.

      Paul Nowak is the founder and program director of Iris Reading, the largest provider of speed-reading training and memory improvement. His workshops have been taught to thousands of students and business professionals in major cities throughout the world. He has been a guest speaker at universities that include Harvard, Stanford, and the University of Chicago. His training programs have been taught to employees of NASA, Google, and a number of other Fortune 500 companies.

    Skills covered in this course

  • Welcome

    - In this video you're going to learn how to create a project plan using the XMind software platform. If you haven't installed XMind yet, check out the first video of this chapter. Let's talk about project plans. In the last lesson we discussed a To Do list, which can be helpful for an individual but what if you're working on a large project? You'll need a project plan that lists background information, who's involved, what the schedule is and what's been completed, among other things. This project plan, which you can find in the Exercise Files, is a useful template you can use in your planning process. Take a look at the top right where it says Information. Here you can list the project manager, team members, description of the project and other background information. Right below that you can click on Goals and add things that need to be accomplished by pressing the Tab button on your keyboard. Another important part of projects includes requirements such as budget, people and assets. And of course most plans don't work well unless they have a schedule. In the Schedule area you can break out your project into phases, include your most important priorities and also milestones that need to be achieved. On the bottom left under Actual Progress you can list tasks that have been done, tasks that have been cancelled or delayed, or tasks that are on hold or in progress. On the top left you'll see an area labeled Risk. Here you might list some potential problems that may arise along with the probability of these risks happening, and possible solutions. Keep in mind that this is just a template and you can easily modify it using the free XMind software. If you're working on a project plan go ahead and download the Exercise File and use it to guide your work.

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