Module 6 of 12 · Async + Virtual · 1.5 hours
Project Planning 2
Module 7 resources. Start with the video, keep the quick reference open while you work.
Module 6 throughline — A plan that doesn’t assign hours, people, and a way to measure progress is a wish — the work plan is where the fee meets reality.Module Videos
The recorded walkthrough that teaches the module — watch first.
In productionModule Overview
The full illustrated module overview — a continuous, visual read.
Available Open →Quick Reference Guides
The interactive companion — calculators, diagnostics, and checklists to keep open on the job.
Available Open →Additional Materials
Templates, worksheets, and source documents that support the module.
In productionWhat you’ll be able to do
- ✓Build a project plan that includes workload, resource burn, and fee forecasting elements.
- ✓Set up project planning information using systems.
- ✓Apply earned value concepts to measure plan performance.
Tools & resources
Tools & resources you’ll use
- Work plan template
- Project Planning Guide
- Communication Plan Template
Listed items are the governance and operational tools tied to this section. Items marked “Participant generated” are built during the work.
The Archetype Lens
A schedule of dates is not a plan — and two archetypes stop there.
Sequencing and staffing expose the Coordinator’s date-filling and the Obsessed Designer’s indifference to the plan.
Competent Coordinator
Logs and documents instead of intervening — trusts the meeting cadence over the timely call.
Obsessed Designer
Optimizes for the design — treats budget, client ops, and team load as someone else’s problem.
People Pleaser
Leads with relationship — says yes, softens bad news, absorbs cost to dodge the hard conversation.
Accountable Owner
Owns the intersections — reads signals early, stops work, presents options, protects the outcome.
Building the project schedule.
Fills a Gantt chart with start dates and never maps the information handoffs.
Pull-plans backward to find the one decision that gates everything — and puts a date on it.
A key person is over-booked in week 4.
Assumes it will work out; the design comes first.
Hard-schedules the resource heatmap and surfaces the conflict now, while it's still cheap to solve.
Meet the four archetypes in depth →