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Project Management: Your Comprehensive Guide

Embark on a journey of effective Project Management with our Comprehensive Guide. From planning to execution, explore proven strategies and Salesforce tools that streamline workflows, boost collaboration, and ensure project success. Elevate your project management game with invaluable insights and practical tips.

If you aim to deliver projects on time and within budget while satisfying all stakeholders, efficient project management is essential. But what does exemplary project management entail? What are the best frameworks, and which features are critical in the software you select? Our definitive guide to project management with Salesforce addresses these queries and more. You will gain insights into project management processes, optimal frameworks, and managing a project effectively.

What is Project Management?

Project management leads a team to achieve all project goals within specified constraints. Typically outlined in project documentation created at the project’s inception, the main constraints include scope, time, and budget. For instance, your objective may be to launch a new product, develop software, or organise a networking event. To attain your end goal, project management encompasses:

  • Establishing goals
  • Scheduling tasks
  • Managing teams
  • Monitoring progress
  • Collaborating with stakeholders

Numerous structured frameworks, such as Agile, Kanban, or Scrum, can be employed to reach your project objectives. While these frameworks take different approaches, each is focused on bringing the necessary steps to complete your project on time and within budget.

Why is Project Management Important?

Project management is vital as it provides the leadership, motivation, and problem-solving skills to introduce new products or services, boost revenue, and meet organisational objectives. Prioritising effective project management styles enables proactive and continuous workflow improvement, preventing mistakes and overspending. The most successful companies understand how to manage a project efficiently and productively.

Who Uses Project Management?

Organisations of all sizes, from large multinational corporations to small or medium-sized businesses, employ project management. Whether you are leading a team in the office or managing remote teams globally, effective project management ensures your organisation reaches its goals. Project management encompasses various project types, including (but not limited to):

  • Product and service development
  • Software engineering
  • Event planning
  • Construction projects
  • Marketing campaigns
  • IT system implementations

Traditionally, a project manager leads the project team and is responsible for the project’s overall success, assigning tasks to team members, monitoring progress, and ensuring deadlines and budgets are met. Multiple team members can share project management responsibilities in smaller teams without a dedicated project manager.

The Five Stages of Project Management

Successful project management begins by designing and following a straightforward road map to set expectations. As Matt Burns, a project manager at Salesforce, emphasises, “The number one thing to do before initiating any project is to outline the project road map at the beginning. Because if you want to go somewhere, and you don’t have this map, you’ll probably get lost.” To help you create your road map, let’s delve into the five essential phases of project management. Here’s a high-level overview of each:


In the project initiation phase, essential preparations are made to complete the work on time and within budget. This phase involves:

  • Defining the project scope
  • Providing a high-level project overview
  • Establishing budgets

For larger projects, a project charter or Project Initiation Documentation (PID) may be created to delve deeper into these areas. Planning and creating a clear and deliberate project plan ensures all team members work toward a common goal. During the project planning phase, you will:

  • Select project team members
  • Outline deliverables
  • Estimate required project resources
  • Determine associated activities
  • Set key milestones and dates

Additionally, you can outline your team’s project management methodology with options such as Agile, Waterfall, PRINCE2, PMBOK, Scrum, Lean, or Kanban.


During the execution phase, you will carry out your project plan to deliver products to stakeholders. This stage runs concurrently with the monitoring and controlling phase and may involve:

  • Managing workflows
  • Recommending changes
  • Suggesting corrective actions

Ultimately, it’s about maintaining control, collaborating with the entire team, and staying on track.


Regular monitoring is essential in any project life cycle to answer the question: Where are we versus where should we be, per the project plan? Effective monitoring requires:

  • Regular project check-ins
  • Use of proper project documentation and tracking tools to visualise project progress. Visual and real-time monitoring is more effective.


The closing phase, also known as “project delivery” or project closeout, involves wrapping up all activities and delivering the final product. This handover could be to the client, an internal team, or an external stakeholder. It may include concluding contracts or agreements and conducting a comprehensive review or audit.

The Four Types of Project Management

Various project management types and frameworks can lead to successful project management. Choosing the right one is crucial, as it determines how you structure your team and plan and monitor your projects. Here are concise descriptions of the leading project management frameworks:

1. Waterfall Project Management

Waterfall project management focuses on meticulous planning, breaking down and scheduling the entire project from start to finish sequentially. It’s best suited for teams capable of defining all project requirements upfront and comfortable with fixed deadlines.

2. Agile Project Management

Agile is an iterative approach that enables quick responses to project feedback. It prioritises adaptability, collaboration, and incremental delivery, making it ideal for complex projects with evolving requirements, especially in software development.

3. Kanban Project Management

Kanban focuses on continuous improvement through visualising and managing the flow of work. Tasks move across the Kanban board as the project progresses, allowing for rapid adaptation and resolution of bottlenecks. It is beneficial for projects with unpredictable workloads.

4. Scrum Project Management

Scrum divides larger projects into shorter sprints, adapting to project demands as it evolves. It defines rules for team size, roles, planning, meetings, and deliverables.

Eight Tips for Successful Project Management

Effective project management allows companies to develop products or services, optimise operations, and provide value to customers with minimal friction and greater efficiency. To succeed in project management, follow these eight tips:

  1. Invest in the initiation and planning stages to avoid later confusion.
  2. Choose the proper framework or methodology for your project.
  3. Promote a culture of transparency and ownership to improve communication and collaboration.
  4. Define a realistic project scope to prevent scope creep.
  5. Prioritise efficient scheduling for better time management.
  6. Practice effective resource management to maximise efficiency.
  7. Engage your stakeholders and maintain strong communication throughout the project.
  8. Leverage tools like Salesforce to streamline project management workflows and facilitate decision-making.

Start mastering project management with Salesforce today and unlock the potential for successful and efficient project delivery.

Salesforce Staff

The 360 Blog from Salesforce teaches readers how to improve work outcomes and professional relationships. Our content explores the mindset shifts, organisational hurdles, and people behind business evolution. We also cover the tactics, ethics, products, and thought leadership that make growth a meaningful and positive experience.

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