10 strategies and tactics for Project Management

What is a Project Management strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Project Management strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

Building your own Project Management strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Project Management strategy examples

You will find in the next section many different Project Management tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for preparing a Project Progress Report

  • ⛳️ Strategy 1: Gather necessary information

    • Review project plan and timelines
    • Collect updates from team members
    • Review completed tasks
    • Identify pending tasks
    • Gather data on any changes in scope
    • Collect metrics on project performance
    • Document project risks and issues
    • Summarise budget and expenditure
    • Collect stakeholder feedback
    • Organise all collected information in a structured format

  • ⛳️ Strategy 2: Format and structure the report

    • Create a cover page with project title, date, and author
    • Write an executive summary
    • Outline the project's objectives and scope
    • Summarise major milestones achieved
    • Include a detailed section on task completion and pending work
    • Provide a summary of the budget status
    • Illustrate the data with charts and graphs where possible
    • Highlight project risks and issues
    • Include feedback and comments from stakeholders
    • Set conclusions and recommendations for the next steps

  • ⛳️ Strategy 3: Review and finalise the report

    • Proofread the report for grammar and spelling errors
    • Ensure all data is accurate and up-to-date
    • Check the report's format and layout for consistency
    • Incorporate feedback from key team members
    • Review the report with the project manager
    • Make necessary revisions based on feedback
    • Confirm that all sections are comprehensive and clear
    • Add a table of contents if needed
    • Prepare a final draft of the report
    • Distribute the report to all relevant stakeholders
project-managementreport-preparationproject-managerteam-leaderproject-teamstakeholder-team
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Strategies and tactics for implementing Project CORE

  • ⛳️ Strategy 1: Define clear objectives and scope

    • Conduct a project kickoff meeting with key stakeholders
    • Develop a project charter outlining objectives, scope, and deliverables
    • Allocate roles and responsibilities to team members
    • Set up a project governance framework
    • Create a detailed project plan with timelines
    • Identify and document project risks and mitigation plans
    • Establish a communication plan for regular updates
    • Develop a stakeholder engagement strategy
    • Identify necessary resources and budget requirements
    • Obtain formal approval and sign-offs from all stakeholders

  • ⛳️ Strategy 2: Ensure effective project execution and monitoring

    • Implement project management tools for tracking progress
    • Conduct regular status meetings with the team
    • Monitor project milestones and deliverables
    • Manage and address project risks proactively
    • Ensure timely decision-making and issue resolution
    • Maintain continuous communication with stakeholders
    • Track resource utilisation and budget expenditure
    • Conduct quality assurance and testing phases
    • Provide periodic progress reports to stakeholders
    • Obtain feedback and adjust plans as needed

  • ⛳️ Strategy 3: Close and evaluate the project effectively

    • Conduct a project closeout meeting
    • Review and finalise all project deliverables
    • Confirm all project objectives have been met
    • Document lessons learned and project insights
    • Release project resources and reassign roles
    • Close all contracts and financial accounts
    • Deliver a final project report to stakeholders
    • Celebrate project completion with the team
    • Hold a debrief session with key stakeholders
    • Plan for post-project support and maintenance
project-managementstakeholdersproject-managerstakeholderdevelopment-teamquality-assurance-team
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Strategies and tactics for delivering a project on time

  • ⛳️ Strategy 1: Set clear milestones

    • Break down the project into smaller tasks
    • Assign deadlines for each task
    • Communicate milestones to the team
    • Ensure all team members are aware of their responsibilities
    • Monitor progress against milestones regularly
    • Adjust deadlines if needed while keeping the final deadline in mind
    • Utilise project management tools to track milestones
    • Hold weekly progress meetings
    • Address any delays immediately
    • Celebrate the completion of each milestone to keep the team motivated

  • ⛳️ Strategy 2: Optimise resource allocation

    • Identify the skills needed for each task
    • Assign tasks based on team members' strengths
    • Ensure workloads are evenly distributed
    • Provide necessary resources and tools for the team
    • Consider outsourcing tasks when needed
    • Limit multitasking to improve focus
    • Monitor team members' progress and adjust assignments if needed
    • Provide training or support for any skill gaps
    • Avoid overloading team members with unrealistic deadlines
    • Ensure proper communication and coordination among all members

  • ⛳️ Strategy 3: Maintain effective communication

    • Establish clear communication channels
    • Set up regular team meetings
    • Use project management software for collaboration
    • Encourage open and honest communication
    • Ensure all team members are easily reachable
    • Provide updates on project progress regularly
    • Address any misunderstandings immediately
    • Keep stakeholders informed about any changes
    • Set expectations for response times
    • Foster a supportive team environment
project-managementdeadlinesproject-managerteam-leaderdevelopment-teamdesign-team
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Strategies and tactics for breaking tasks down

  • ⛳️ Strategy 1: Analyse the task

    • Define the overall objective of the task
    • Identify the main components of the task
    • List all the subtasks required to complete each component
    • Determine the sequence in which subtasks should be completed
    • Estimate the time needed for each subtask
    • Assign deadlines for each subtask
    • Determine any dependencies between subtasks
    • Identify resources needed for each subtask
    • Create a visual map or chart of the subtasks
    • Review and adjust the breakdown as necessary

  • ⛳️ Strategy 2: Prioritise subtasks

    • List all identified subtasks
    • Assess the importance and urgency of each subtask
    • Rank subtasks based on priority
    • Focus on high-priority subtasks first
    • Defer or delegate low-priority subtasks if possible
    • Group related subtasks together
    • Identify quick wins that can be completed easily
    • Create a to-do list of prioritised subtasks
    • Set short-term goals for high-priority subtasks
    • Regularly review and adjust priorities as tasks progress

  • ⛳️ Strategy 3: Monitor and adjust progress

    • Set measurable milestones for each subtask
    • Track progress regularly against each milestone
    • Review any obstacles encountered during task completion
    • Adjust deadlines based on actual progress and unforeseen delays
    • Seek feedback from team members or stakeholders
    • Conduct regular check-ins to keep track of progress
    • Celebrate small wins to maintain motivation
    • Reassess resource allocation if necessary
    • Use a project management tool for tracking
    • Prepare a brief post-completion review to identify improvement areas
task-managementprioritizationproject-managerteam-leaderproject-teamdevelopment-team
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Strategies and tactics for improving team delivery leadership

  • ⛳️ Strategy 1: Enhance communication skills

    • Conduct regular communication workshops
    • Provide feedback on communication strengths and weaknesses
    • Implement open-door policies to encourage dialogue
    • Utilise collaboration tools like Slack or Teams
    • Encourage active listening during meetings
    • Practice transparency in decision-making
    • Host regular team-building activities
    • Encourage team members to express their ideas
    • Train leaders in conflict resolution techniques
    • Regularly review and adjust communication strategies based on feedback

  • ⛳️ Strategy 2: Implement efficient project management practices

    • Adopt a project management methodology like Agile or Scrum
    • Use project management software like Jira or Trello
    • Train the team in time management techniques
    • Set clear and attainable project goals
    • Break down tasks into manageable chunks and assign deadlines
    • Hold regular check-in meetings to monitor progress
    • Identify and address potential roadblocks quickly
    • Create a culture of accountability
    • Conduct post-project reviews to learn from successes and failures
    • Provide continuous training for project management skills

  • ⛳️ Strategy 3: Foster a culture of continuous improvement

    • Encourage the team to provide regular feedback on processes
    • Implement a system for tracking and incorporating feedback
    • Promote lifelong learning with opportunities for professional development
    • Recognise and reward innovative ideas and solutions
    • Regularly review and update team goals
    • Host knowledge-sharing sessions
    • Encourage experimentation and risk-taking in a controlled environment
    • Set up a mentorship programme within the team
    • Facilitate regular workshops on industry trends and best practices
    • Ensure leaders model continuous improvement behaviours
communicationcontinuous-improvementproject-managerteam-leadercommunication-teamproject-management-team
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Strategies and tactics for improving collaboration between business partners and leaders

  • ⛳️ Strategy 1: Enhance communication channels

    • Set regular one-on-one meetings between business partners and leaders
    • Implement a system for real-time communication such as Slack or Microsoft Teams
    • Ensure both parties use collaborative project management tools like Asana or Trello
    • Encourage open feedback loops during meetings
    • Create shared documents and folders for transparency on goals and progress
    • Host monthly strategy alignment sessions
    • Develop standard operating procedures for communication
    • Foster a culture of open-door policy
    • Use data visualisation tools to track progress
    • Train both parties in effective communication techniques

  • ⛳️ Strategy 2: Align goals and objectives

    • Clearly define the goals and objectives of the business
    • Create a shared vision and mission statement
    • Ensure both parties regularly review and update their goals
    • Align individual tasks and responsibilities to the shared goals
    • Develop a system to measure goal progress
    • Celebrate milestones and achievements together
    • Encourage mutual support in professional development
    • Ensure alignment in both short-term and long-term planning
    • Use performance metrics to guide decision making
    • Regularly review and adapt goals based on the market and business performance

  • ⛳️ Strategy 3: Strengthen mutual understanding

    • Conduct joint workshops on business acumen and industry trends
    • Encourage job shadowing for better role understanding
    • Facilitate team-building activities
    • Establish a mentorship programme
    • Provide training on each other's strengths and weaknesses
    • Promote a culture of empathy and active listening
    • Create a shared knowledge base with relevant information and best practices
    • Use personality tests to better understand each other’s working styles
    • Organise regular social events to build rapport
    • Develop conflict resolution mechanisms
communicationcollaborationbusiness-partnerbusiness-leadercommunications-teamproject-management-team
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Strategies and tactics for improving automation test coverage

  • ⛳️ Strategy 1: Perform a thorough test case analysis

    • Review all existing 2000 test cases to identify candidates for automation
    • Prioritise test cases based on critical functionality and high usage
    • Classify test cases into categories such as functional, integration, and regression tests
    • Evaluate test cases for complexity and likelihood of frequent execution
    • Set up a scoring system to rank test cases for automation suitability
    • Document the rationale for choosing or excluding test cases from automation
    • Identify dependencies between test cases that may affect automation
    • Consider existing manual test documentation to aid the automation process
    • Finalise a list of at least 1000 test cases for potential automation
    • Seek approval from stakeholders on the selected test cases for automation

  • ⛳️ Strategy 2: Develop a resource and timeline plan

    • Estimate the average time required to automate a single test case
    • Calculate the total effort required to automate 1000 test cases
    • Assess the current capacity of the AQA engineer
    • Determine the feasibility of hiring additional AQA engineers or outsourcing
    • Develop a phased approach to incrementally increase automation coverage
    • Allocate specific test cases to be automated in each 2-week sprint
    • Set milestones for achieving 10%, 25%, and 50% automation coverage
    • Regularly review and adjust the timeline based on progress and resource availability
    • Include buffer time for resolving unforeseen challenges
    • Share the resource and timeline plan with the project team and stakeholders

  • ⛳️ Strategy 3: Ensure adequate tools and infrastructure

    • Evaluate and select appropriate automation tools that support the chosen test cases
    • Set up and configure test environments to facilitate smooth automation
    • Ensure continuous integration (CI) systems are in place for automated test execution
    • Develop a process for maintaining and updating test scripts
    • Create a backup plan for test data and scripts to avoid loss
    • Establish version control practices for test cases and automation scripts
    • Integrate reporting tools to track automation progress and results
    • Conduct regular training sessions for the AQA engineer on new tools and best practices
    • Plan for periodic code reviews to ensure the quality of automated scripts
    • Set up communication channels for quick resolution of technical issues
automationtest-coverageautomation-quality-assurance-engineerstakeholderquality-assurance-teamproject-management-team
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Strategies and tactics for resolving reported risks by at least 75% throughout the year

  • ⛳️ Strategy 1: Assess and classify all reported risks

    • Compile a list of all reported risks from the last year
    • Categorise risks based on severity and likelihood
    • Prioritise risks that have the highest severity and likelihood
    • Set deadlines for addressing each risk category
    • Assign responsible team members for each risk category
    • Review and update the risk classification quarterly
    • Hold monthly meetings to assess progress on risk resolution
    • Develop a risk assessment template for future use
    • Identify any new risks during regular risk assessments
    • Document lessons learned from resolved risks

  • ⛳️ Strategy 2: Implement effective risk mitigation strategies

    • Develop specific action plans for each prioritised risk
    • Allocate necessary resources for risk mitigation
    • Monitor the implementation of each action plan
    • Conduct training sessions on risk mitigation techniques
    • Implement a risk tracking software
    • Create a risk communication plan to inform stakeholders
    • Evaluate the effectiveness of risk mitigation efforts monthly
    • Adjust mitigation strategies based on effectiveness evaluations
    • Engage external experts when necessary for high-risk items
    • Ensure all mitigation activities are properly documented

  • ⛳️ Strategy 3: Foster a risk-aware organisational culture

    • Conduct regular risk awareness workshops for employees
    • Create a risk reporting system that encourages transparency
    • Include risk management goals in performance reviews
    • Celebrate successes in risk management to motivate staff
    • Integrate risk management into the company strategy
    • Establish a risk management committee
    • Provide continuous education on emerging risks
    • Facilitate open discussions about risks and solutions
    • Set up an anonymous reporting system for risks
    • Encourage leadership to model risk-aware behaviours
risk-assessmentrisk-mitigationrisk-managerproject-managerrisk-management-teamexecutive-team
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Strategies and tactics for improving productivity through time management and effective communication

  • ⛳️ Strategy 1: Implement time-management techniques

    • Create a daily schedule prioritising tasks
    • Set specific, measurable goals for each week
    • Use time-blocking to allocate specific time slots for tasks
    • Implement the Pomodoro technique to maintain focus
    • Identify and eliminate time-wasting activities
    • Utilise productivity tools like Trello or Asana
    • Regularly review and adjust the schedule as needed
    • Limit multitasking to increase task efficiency
    • Set deadlines for tasks and stick to them
    • Take regular breaks to avoid burnout

  • ⛳️ Strategy 2: Enhance communication skills

    • Schedule regular meetings to ensure team alignment
    • Use clear and concise language in all communications
    • Encourage open and honest feedback
    • Implement active listening techniques
    • Use collaborative tools like Slack or Microsoft Teams
    • Set clear expectations for communication protocols
    • Train team members on effective email communication
    • Establish a system for tracking communication flow
    • Ensure all team members are aware of project updates
    • Practice empathy in all interactions

  • ⛳️ Strategy 3: Integrate time management and communication tools

    • Use project management software to combine task and communication tracking
    • Set up shared calendars to coordinate schedules
    • Establish consistent communication channels for updates
    • Assign specific roles and responsibilities to team members
    • Schedule regular check-ins to monitor progress
    • Incorporate video conferencing for remote team communication
    • Use file-sharing platforms to streamline document access
    • Track project milestones and adjust timelines as needed
    • Encourage the use of status updates in communication tools
    • Provide training on integrated tools and best practices
productivitycommunicationproject-managerteam-leaderdevelopment-teammarketing-team
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Strategies and tactics for strengthening relationships with an agency partner

  • ⛳️ Strategy 1: Enhance communication protocols

    • Establish regular weekly meetings with agency partner
    • Create a shared communication platform like Slack for transparent interactions
    • Set clear guidelines for email and message responses within 24 hours
    • Organise monthly video conferences for detailed project updates
    • Implement a feedback loop to address concerns in real-time
    • Schedule quarterly review sessions to evaluate communication effectiveness
    • Create a newsletter summarizing key updates and highlights
    • Develop a crisis communication plan for urgent matters
    • Set up regular touchpoints to verify alignment with agency objectives
    • Conduct annual training sessions on effective communication for teams

  • ⛳️ Strategy 2: Understand client needs deeply

    • Conduct a thorough initial needs assessment with the client
    • Hold quarterly meetings to review and update client needs and goals
    • Develop a client satisfaction survey and distribute it quarterly
    • Set up a dedicated client feedback portal
    • Implement bi-monthly check-ins focused on client-specific issues
    • Create personalised client roadmaps based on their business objectives
    • Introduce a client advisory board for continuous feedback
    • Review and analyse client feedback to identify patterns
    • Incorporate client needs into strategic planning sessions
    • Hold annual workshops with clients to co-create solutions

  • ⛳️ Strategy 3: Ensure satisfactory service delivery

    • Establish clear performance metrics and KPIs for service delivery
    • Align quarterly goals with client expectations and agency capabilities
    • Conduct regular internal reviews to monitor service performance
    • Hold weekly check-in meetings with Client Account Managers
    • Implement a structured onboarding process for new clients
    • Utilise project management tools for tracking deliverables
    • Develop a service escalation plan for resolving issues promptly
    • Conduct bi-annual audits to assess service quality
    • Set up an internal reward system for employees meeting service standards
    • Host quarterly brainstorming sessions with team members for service improvement ideas
communicationclient-satisfactionclient-account-managerproject-managercommunication-teamservice-delivery-team
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Executing your Project Management strategies

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

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More strategies recently published

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