A 7 Step Guide to Designing and Implementing a Project Methodology

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When designing and implementing a Project Methodology there a number of steps that should be followed to ensure that it is delivered successfully.

Here’s a 7 Step Guide to designing and implementing a Project Methodology.

1. What is your objective?

When organizations decide to implement a project methodology it tends to be for some or all of the following objectives; standardization, improve proficiency and increase successful delivery. Begin by clarifying your objectives and from there design your methodology to achieve them.

2. Design to meet your objectives:

Get a group of individuals together to discuss the ideal design of the methodology. By involving the people that will be affected by the implementation you will get a wider pool of ideas and reduce the impact of any change that needs to be made. Lots of ideas will add great value to the end methodology result.

3. Create the implementation plan:

Take into consideration every step that needs to be completed in order to reach your objectives and put it into a plan. Once the plan has been developed make sure it is followed.

4. Tried and tested:

When undertaking a new process, practices, methods etc. the design may look great but actually using it may bring some problems out of the woodwork. Once the testing has been done and all issues have been noted and rectified the implementation of the methodology can move on.

5. Train:

Training can sometimes be overlooked and is known to be one of the major failures associated with implementing any methodology. Stakeholders and anyone involved in a project need to be fully trained on the new methodology and how best to use it.

6. Updates:

It is important that everyone follows the methodology closely to ensure long term success. Having regular project management meetings along with other methods of communication to ensure that all individual involved in the methodology are following it without fail. It may be difficult to get everyone to buy into the methodology at the off-set but soon they will see the benefits and any initial adoption issues will be replaced with positives.

7. Changing with the times:

As times change so will your needs and requirements and therefore reviewing your methodology is highly important. By doing so you can ensure that the project methodology is fully optimized against your current needs. If any improvements need to be made a plan of action can be drafted.


By following these steps, and making any changes where you see fit, designing and implementing a Project Methodology into your organization and project team will be a much smoother process.

No matter what Project Methodology you choose you will be interested to hear that Cora is methodology agnostic, meaning that it can be easily configured to an organization’s business process. Watch an overview of the platform at corasystems.com/demos.

Further Insights

Learn more about Cora Systems PPM Tool here.

Tune in to our most recent Project Management Paradise Podcast episodes available on Spotify and Apple.

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